Weekly financial crisis early-warning system tracking debt, credit, market structure, real economy, and systemic risk. Published every Monday.
Section 301 is harder to judicially unwind than IEEPA; the Supreme Court ruling entrenches the tariff architecture more durably rather than de-escalating it. Market optimism on tariff rollback is like
Read briefing →Section 301 is harder to judicially unwind than IEEPA; the Supreme Court ruling entrenches the tariff architecture more durably rather than de-escalating it. Market optimism on tariff rollback is like
Read briefing →The USTR launch of 76 Section 301 investigations represents a regime-level reconfiguration of US tariff legal architecture, materially reducing the probability of a court-ordered de-escalation pathway
Read briefing →The USTR launch of 76 Section 301 investigations represents a regime-level reconfiguration of US tariff legal architecture, materially reducing the probability of a court-ordered de-escalation pathway
Read briefing →The USTR launch of 76 Section 301 investigations represents a regime-level reconfiguration of US tariff legal architecture, materially reducing the probability of a court-ordered de-escalation pathway
Read briefing →The USTR Section 301 legal architecture shift represents a regime-level structural hardening of the tariff regime, not a tactical escalation. The effective tariff rate baseline is likely to rise post-
Read briefing →The USTR's launch of 76 Section 301 investigations represents a regime-level legal re-architecture of the US tariff regime, not a marginal escalation event. Section 301 is harder to challenge in court
Read briefing →The USTR's launch of 76 Section 301 investigations represents a regime-level legal re-architecture of the US tariff regime, not a marginal escalation event. Section 301 is harder to challenge in court
Read briefing →The Federal Reserve is locked into a stagflationary policy trap: tariff-driven goods inflation prevents easing, while tariff-driven growth drag prevents tightening. This is policy paralysis, not a neu
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