Ziemba: ‘Drill, Baby, Drill’ Everywhere Except the US

Market Intelligence Analysis

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Why This Matters

Global markets remain resilient as investors view President Trump's military operations as temporary shocks, focusing on AI growth, potential rate cuts, and a stabilized oil supply.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Global markets remained resilient as investors grow accustomed to President Trump's unorthodox military operations, viewing them as temporary shocks rather than long-term risks. Instead of panicking over the Venezuela incursion, traders are focusing on AI growth, potential rate cuts, and a stabilized oil supply. Rachel Ziemba, founder of Ziemba Insights spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche on the new world order created by President Trump. (Source: Bloomberg)

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Original article published by Bloomberg on January 7, 2026.
Analysis and insights provided by AnalystMarkets AI.