Venezuela Oil Shift Influences US Market Outlook

Amit Khosla, founder of Valtrust, tells ETMarkets that reintegrating Venezuelan crude could add heavy-oil supply, pressuring global crude prices and lowering US inflation, potentially prompting a more dovish Federal Reserve and rate cuts. He says AI-led capital expenditure and earnings growth will underpin US market fundamentals in 2026, and advises selective stock picking—favoring cash-generating, AI-linked firms—over broad ETF exposure.