U.S. Hits Iran For A Second Straight Night As The Truce Collapses
Central Command fires another round near Hormuz, Iran answers against Gulf states, and Washington warns Tehran will pay the price.
Power & Capital
Where state power meets the boardroom. Power & Capital is TIPP Insights' daily geoeconomic brief. We decode tariffs, sanctions, supply chains, energy, and global risk for the people who run companies. Five sharp stories every weekday, anchored by the monthly TIPP Geoeconomic Risk Index. Read it for what the headlines actually cost the bottom line.
SpaceX Heads For A Record Debut Into A Risk-Off Tape
The year's marquee listing aims for a 1.77-trillion-dollar valuation just as war and inflation rattle markets.
Inflation Print Looms As The Oil Shock Returns
May CPI, due this morning, is expected at its highest in nearly three years, boxing in a new Fed chair days before his first meeting.
Stocks Slide Into A Two-Front Test Of Nerves
A chip-led selloff met de-risking before inflation data, and now futures face an overnight escalation in the Gulf.
Oil's Brief Retreat Ends As The Hormuz War Reignites
Crude had eased on hopes of a reopening deal, but the overnight strikes revive the supply-shock premium.
U.S. Strikes Iran After Apache Downing, Shattering the Truce
Washington hits air-defense sites near Hormuz overnight and Tehran answers with attacks on Gulf states, reigniting the war.
Geoeconomic Risk Just Hit Its Highest Level In 25 Years
TIPP's new Geoeconomic Risk Index debuts at 92 out of 100, surpassing the peak it set when Russia invaded Ukraine, and driven this time by one force above all: trade policy.
Introducing The TIPP Geoeconomic Risk Index
A monthly gauge of the geopolitical, trade, and supply-chain pressures bearing on the world economy, built on Federal Reserve data and 25 years of TIPP polling, and validated against every major crisis since 2001.
Treasury Turns Its Sanctions Fire On Iran's Crypto Rails
OFAC blacklists Tehran-linked digital-asset exchanges as the "Economic Fury" campaign widens to fintech.
Tehran Tries To Put A Price On The Strait of Hormuz
Iran signals it will reopen the chokepoint only on its own terms, including a transit fee, keeping a risk premium under oil.
China's Super Buyer Widens Its Reach Beyond Iron Ore
Beijing taps CMRG to steer overseas mining deals, extending state purchasing power across strategic minerals.
Chips Claw Back After Wall Street's Worst Day of the Year
Semiconductors led a Monday bounce, but a hot jobs print and this week's inflation read keep the Fed in focus.
Metals Tariffs Reset Hits, Full Customs Value Now Bites
Washington's revamped Section 232 regime on steel, aluminum and copper takes effect, reshaping the import math for manufacturers.
$85 Billion In Tariff Refunds Hangs On A Court Date
After the Supreme Court voided the emergency tariffs, importers are still waiting to be paid back, and Tuesday may clarify when.
The Clock Is Running On China's Rare-Earth Truce
Beijing's one-year suspension expires in November, just as the first Western magnet capacity comes online.
Oil Sticks In The Low $90s As Hormuz Stays Shut
A US-Iran deal keeps slipping over Lebanon, leaving the Gulf's chokepoint closed into a fourth month.