Mumbai, Nov. 5 -- Global commodity and currency markets are witnessing a significant shift following the outcome of the US midterm elections, with declining oil risk premiums, a weakening US dollar and a sharp rally in gold and silver reshaping the macroeconomic landscape.

Speaking to ANI, Anindya Banerjee, Head of Commodities Research at Kotak Neo, outlined how geopolitical developments and shifting market sentiment are influencing short-term asset price movements.

Brent crude has declined towards USD 93 per barrel as expectations of an immediate escalation in geopolitical tensions ease. However, Banerjee cautioned that structural supply risks remain unresolved.

"The current risks continue. The logjam in West Asia, especially around H...