Market Insights

The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US. The early weeks of 2026 have seen unusually strong demand for gold and other physical metals as investors respond to a weakening US dollar and heightened global uncertainty. Gold has advanced steadily, while silver, supported by its essential role in electronics, semiconductors, and medical technologies, has risen sharply over the past year.

The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US military intervention in Venezuela. The capture of Nicolás Maduro, who now faces narco-terrorism charges in New York, represents a significant implementation of the Monroe Doctrine, aimed at reasserting US influence in the Western Hemisphere. While these headlines are historic, their immediate impact on global capital markets remains surprisingly contained.

The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models into useful, interactive systems and unlocked the technologies behind today's AI platforms. It also triggered an unexpected side effect: a nationwide wave of data-center development.