Marketplace All-in-One How markets are responding to Venezuela
Jan 5, 2026
Julia Coronado, an economist and founder of MacroPolicy Perspectives, and Ben Kumar, head of equity strategy at Seven Investment Management, discuss the market's calm reaction to the arrest of Venezuelan President Nicolás Maduro. They explore how investors perceive the situation, with Coronado noting no significant global changes. Kumar emphasizes a 'wait and see' approach among traders. They also touch on Venezuela's limited role in oil production, its impact on global supply, and discuss the resilience of supply chains amid geopolitical shifts.
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Markets See No Immediate Shock
- Investors see Venezuela's leadership change as not immediately market-moving.
- Julia Coronado says markets aren't pricing a major shift in global economic order.
Labor Market Likely To Remain Soft But Stable
- Economists expect the December jobs report to show a soft but not collapsing labor market.
- Julia Coronado says unemployment likely won't spike rapidly from current levels.
Investors Adopt Wait-And-See Approach
- Traders are adopting a wait-and-see stance after weekend headline events.
- Ben Kumar notes no big risk-on or risk-off moves tied to the Venezuela development.