This report, authored by senior geopolitical and macro strategists at Amundi Investment Institute, assesses the market and geopolitical implications of the US intervention in Venezuela.
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Maduro’s removal points to a managed political transition, reducing immediate domestic disruption but leaving material medium-term governance risks.
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Near-term oil market effects are modest; production constraints limit upside, while longer-term supply recovery could weigh on prices.
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Venezuelan sovereign debt may see selective upside, contingent on sustained investment, legal clarity, and oil cash-flow restoration.
The full report explores how these dynamics may reshape geopolitics, oil markets, and portfolio allocation decisions in greater depth.
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