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Stock impact report

Trump's Greenland threat triggers search for shelter beyond gold, defence [Globe and Mail, The (Toronto, Canada)]

RHEINMETALL AG UNSP/ADR (RNMBY) 
While investors have previously largely ignored these aspirations, the U.S. seizure of Venezuela's Nicolas Maduro in a surprise military raid has suddenly made them more tangible. For investors hoping for less risk after last year's tariff turmoil, the news makes for an uncomfortable start to 2026. Trump has also weighed intervening in unrest in Iran, while the U.S. administration's threat to indict Federal Reserve Chair Jerome Powell has reignited concerns about its independence. Gold jumped more than 4 per cent last week after Maduro's capture and hit a new record high on Monday. European defence stocks hit fresh all-time highs on Monday and last week posted their biggest weekly jump in over five years, with a 10 per cent gain. “You look at gold prices and they are just screaming that markets are concerned about geopolitical risk,” Matthew Miskin, co-chief investment strategist at Manulife John Hancock Investments, said of the most recent rise in bullion. Non-yielding gol Show less Read more
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