波罗的海干散货 (BalticDry) 加自选

避险买盘提振美元和压力金属，但地缘政治未能破坏风险资产。随着假期结束后流动性状况迅速恢复正常，市场正在消化华盛顿周末突袭委内瑞拉和尼古拉斯·马杜罗总统被捕的影响。虽然此次行动最初引发了地缘政治风险的飙升，但价格走势表明投资者仍持谨慎态度，但远未感到恐慌。

Safe-Haven Bid Lifts Dollar and Pressure Metals, But Geopolitics Fail to Disrupt Risk Assets.As liquidity conditions have normalized quickly after the holiday lull, markets are digesting the fallout from Washington's weekend raid in Venezuela and the capture of President Nicolás Maduro. While the operation initially triggered a spike in geopolitical risk, price action suggests investors remain cautious but far from alarmed.