The latest escalation in US-Venezuela relations is heating up the geopolitical landscape. With increased pressure on sanctioned oil shipments, energy markets are feeling the pressure—and you know what that means for inflation expectations and broader asset correlations.

When crude supply tightens, inflation risks creep back into the conversation. And in this environment, smart traders are already positioning: some view this as a push toward alternative assets, others see it strengthening the case for inflation hedges. Commodities, energy stocks, even uncorrelated assets like crypto are back in the spotlight.

The blockade rhetoric isn't just political noise—it's a real variable in the macro equation. Watch oil prices and DXY closely over the next few weeks. These moves often precede significant shifts in how capital flows across different asset classes.