委内瑞拉局势的核心影响-Macro, Equity, Public Policy and Commodities Strategy-Key Impacts of Events in Venezuela

January 5, 2026 08:28 AM GMT M Global Idea Macro, Equity, Public Policy and Commodities Strategy Morgan Stanley & Co. LLC Ariana Salvatore Strategist Ariana.Salvatore@morganstanley.com Key Impacts of Events in Venezuela While the situation remains fluid and is likely to play out over time, the biggest near-term impact is likely to be on Venezuela and PDVSA bonds and with upside risks to gold. We anticipate a more limited near-term impact on oil prices and broader LatAm markets. Developments represent an ear ...