MEJ毛毛姐|Jan 05, 2026 01:35
Maduro (and his wife) are detained in the U.S. and will make their first court appearance/arraignment at the Federal Court in Manhattan, New York (SDNY) at 12 PM Eastern Time.
During this event window, what should we focus on in the market?
1. Whether the U.S. Department of Justice/White House/Treasury (OFAC) will issue additional statements or sanction details (determining whether the 'financial pipeline' tightens).
2. Oil price structure: Brent/WTI front-month premium, crack spreads, shipping rates, and insurance costs.
3. Risk indicators: VIX, DXY, U.S. Treasury yield curve (10Y vs 2Y), Latin American credit spreads.
4. On the crypto side: funding rates, open interest (OI), liquidation data.
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