地缘政治风险重回能源交易,美国-委内瑞拉冲击波及全球石油市场

Oil, Geopolitics and Markets: The Global Impact of the U.S.–Venezuela Conflict January 9, 2026 The geopolitical landscape of global energy markets has been disrupted by one of the most dramatic developments of the year. In early January 2026, U.S. military forces captured Venezuelan President Nicolás Maduro and his wife in a highly publicized operation, signaling […]

最高法院、关税和市场过度反应的艺术

Today, the United States Supreme Court finds itself doing what central bankers usually do: potentially moving markets simply by clearing its throat. The issue on the bench is tariffs introduced under the Trump administration, and traders everywhere are pretending this was already in their models. Tariffs, remember, are taxes that wear a trench coat and […]