委内瑞拉变局的中期红利:专家称其有望成为全球“结构性通缩因素”
Xin Lang Cai Jing·2026-01-05 15:37
Core Viewpoint - The direct consequence of the arrest of Venezuelan President Maduro primarily impacts the oil market, but the true economic effects are a medium-term issue [1] Group 1: Economic Implications - The eventual easing of energy tensions may lead to a decrease in inflation and allow for lower interest rates [1] - Political stability, along with a gradual return of foreign investment, could enable Venezuela to become a structural deflationary factor in the global economy [1] Group 2: Geopolitical Insights - Significant geopolitical shocks do not necessarily lead to inflation in the long term [1]