Markets Navigate Geopolitical Risks Instead of Avoiding Them
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Geopolitical risks like wars and elections are now seen as constants to navigate rather than reasons to avoid markets.
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Oil prices have fallen despite geopolitical tensions, due to factors like increased US production.
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Falling bond yields now correlate with rising stock prices, despite political uncertainty.
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Tech stocks have rallied this year despite US-China tensions and 'chip wars'.
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Volatility remains relatively subdued despite rough years, defying expectations.