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.
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.
OFAC blacklists Tehran-linked digital-asset exchanges as the "Economic Fury" campaign widens to fintech.
Iran signals it will reopen the chokepoint only on its own terms, including a transit fee, keeping a risk premium under oil.
Beijing taps CMRG to steer overseas mining deals, extending state purchasing power across strategic minerals.
Semiconductors led a Monday bounce, but a hot jobs print and this week's inflation read keep the Fed in focus.
Washington's revamped Section 232 regime on steel, aluminum and copper takes effect, reshaping the import math for manufacturers.
After the Supreme Court voided the emergency tariffs, importers are still waiting to be paid back, and Tuesday may clarify when.
Beijing's one-year suspension expires in November, just as the first Western magnet capacity comes online.
A US-Iran deal keeps slipping over Lebanon, leaving the Gulf's chokepoint closed into a fourth month.
A hot jobs report revived Fed-hike fears, sending the Nasdaq down 4.2% and semiconductors into a rout.
A sweeping Section 301 action would hit most US trading partners, but spare electronics and AI gear.
