Markets Remain Calm Amid Geopolitical Tensions in 2026
TL;DR
The U.S. stock market showed little reaction to President Trump's aggressive actions in Venezuela, with investors viewing the event as unlikely to escalate into a larger conflict, and instead focusing on fundamentals like earnings growth and AI, supporting a bullish outlook for stocks.
- U.S. stocks show little reaction to Trump's extraordinary Venezuela action. Why investors see a bull case CNBC
- AMERICAS Geopolitics take center stage in the new year Reuters
- Asia FX Talk - 2026 started with geopolitical earthquake MUFG Research
- Another Judder in Geopolitics Blain's Morning Porridge
- Drivers for the Week of January 5, 2026 bbh.com
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