EskiSignal
Global market coverage focused on currencies, commodities, non-US indexes, emerging markets, and geopolitical risk that may affect cross-asset sentiment.
Commodities
The $102 Diesel Crack: Why Refining Margins, Not Crude, Set Your Grocery Bill
Crude oil gets the headlines. The number that has actually broken records this year sits one step downstream: the US...
Geopolitics & Market Risk
After IEEPA: The Tariff Authorities Washington Is Using Instead
Losing the emergency powers route did not end tariff policy. It changed the plumbing. The replacement authorities are older, narrower...
FX & Currencies
A Weak Dollar Cycle: What a Falling DXY Does Across Asset Classes
The dollar is the price of everything priced in dollars, which is most things. When it falls persistently, the effects...
Commodities
Silver’s Record Run: Industrial Demand, Solar, and the Gold-Silver Ratio
Silver has more than tripled in a year and roughly doubled in 2026 alone. That is a bigger move than...
Commodities
Central Banks Bought a Record 289 Tonnes of Gold Last Quarter
Central banks bought more gold in the second quarter of 2026 than in any quarter on record, and they did...
Emerging Markets
India vs China in EM Funds: What Is Actually Inside Your Index
An emerging markets fund is not a bet on emerging economies. It is a bet on a specific, rapidly changing...
Emerging Markets
Why Emerging Markets Are Beating the S&P 500 in 2026
Emerging market equities are having their best year against US stocks in more than a decade. The gap is wide...
Geopolitics & Market Risk
The $175 Billion Tariff Refund: How CBP’s CAPE Process Is Supposed to Work
In February the Supreme Court held that the President cannot impose open-ended tariffs under emergency economic powers. That created one...
FX & Currencies
How Tariffs Move the Dollar: A Plain-English Guide to Trade Policy and Currency Markets
The dollar has climbed to its highest level since April as new tariffs and a hawkish Fed collide — why trade policy is a currency story as much as a trade story.
Geopolitics & Market Risk
What Is a Risk-Off Rally? How the US-Iran Strike Pause Moved Oil, Gold, and Stocks Together
When Washington and Tehran stepped back from further military action, crude fell, gold and bonds gained, and stocks rallied in unison — the mechanics of a relief trade, explained.
