EskiSignal
Geopolitical market risk explainers focused on asset impact, safe-haven behavior, volatility, supply-chain effects, and source-based context.
Geopolitics & Market Risk
What Is a Risk-Off Rally? How the US-Iran Strike Pause Moved Oil, Gold, and Stocks Together
July 28, 2026
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.
Geopolitics & Market RiskGlobal Markets
Strait of Hormuz, Oil Prices, and the Stock Market: What’s the Link?
Caglar A.
June 17, 2026
Roughly 20% of the world's oil passes through the Strait of Hormuz. Here is how disruption feeds into oil, inflation, and equity sectors. Source-first, no advice.