EskiSignal
Geopolitical market risk explainers focused on asset impact, safe-haven behavior, volatility, supply-chain effects, and source-based context.
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...
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...
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.
Geopolitics & Market RiskGlobal Markets
Strait of Hormuz, Oil Prices, and the Stock Market: What’s the Link?
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.
