A new era of geopolitical risk is rewiring global commodity markets

Geopolitical tensions have surged in recent years. While stock markets have mostly shrugged off risks, commodity markets have been rewired. US actions in Venezuela are the latest example of a new era of geopolitics shaping the market. It might be hard to tell by looking at the stock market, but investors are living in a new era of geopolitical risk. While equity markets have largely shrugged off the latest geopolitical shocks, the last few years of hot and cold wars have rewired commodities. From ...