Core Viewpoint - The U.S. stock market started the first full trading week of 2026 positively, led by technology and energy stocks, despite geopolitical risks from the ousting of Venezuelan President Maduro being largely ignored by traders [1] Group 1: Market Reaction - Traders showed no significant concern over geopolitical risks following the removal of Maduro, indicating a resilient market sentiment [1] - Christopher Harvey from CIBC Capital Markets noted that the impact of Maduro's arrest on the U.S. stock market is minimal due to Venezuela's limited economic size and isolation [1] Group 2: Economic Outlook - Recent events suggest that 2026 may face greater macroeconomic uncertainty, supporting expectations of "risk-off sentiment" in the first half of the year [1] - Harvey advised clients to tilt their portfolios towards high-quality or low-volatility stocks in light of the anticipated market conditions [1] Group 3: Upcoming Data - Investors are awaiting a series of macroeconomic data releases, with the December non-farm payroll report on Friday being particularly significant [1]
美股无视委国变局领跑首周 市场静待非农就业数据
Ge Long Hui A P P·2026-01-05 15:21