Global Markets This Week: Record Rally, AI-Inflation Risks & Venezuela’s Impact on U.S. Investors

Global Markets This Week: Record Rally, AI-Inflation Risks & Venezuela’s Impact on U.S. Investors

This week financial markets globally are navigating a remarkable confluence of geopolitical shocks, asset repricing, inflation signal shifts, and investor risk sentiment recalibration — each with direct implications for U.S. investors and portfolio strategy. 1. Global Equities Surge on Geopolitical Shift Equity markets in Asia and beyond extended gains as investors digested dramatic geopolitical developments tied to Venezuela and broader U.S. foreign policy. The MSCI Asia-Pacific index hit record highs , led by strong performance in Japan, Taiwan, South Korea, and China, while U.S. gains fueled optimism across global bourses. Energy and financial stocks are major contributors to the rally. Reuters What this means for U.S. investors: U.S. equities’ performance continues to act as the backbone of global equity sentiment. Record or near-record highs in benchmarks reflect continued risk-on positioning, especially in sectors tied to macro trends — energy, tech infrastructure, and commodities. T…