Geopolitics? What geopolitics?
Unhedged
Geopolitics and Market Resilience
This chapter examines the evolving relationship between geopolitical events and investor behavior, noting a decreased sensitivity to global tensions by U.S. markets. It highlights how recent conflicts, particularly in the Middle East and Europe, have led to minimal market reactions, indicating a deeper investor understanding or possible ignorance of the implications. The discussion also explores potential shifts in market dynamics influenced by evolving geopolitical landscapes and the implications for oil prices and investments.
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