Reports

Geopolitical Risk

Latest reports tagged Geopolitical Risk.

CompanyPublished August 8, 2026 · 00:01

How are tariff refunds and Middle East conflict-related freight cost increases affecting Steven Madden's full-year 2026 earnings guidance?

Tariff refunds and Middle East freight costs pull Steven Madden's 2026 guidance in opposite directions Steven Madden's 2026 story is a tug of war: tariff refunds lifted profits and margins, while freight costs tied to the Middle East conflict added a specific per share penalty that's now baked into the...

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PolicyPublished June 27, 2026 · 13:59

What are the historical patterns of U.S.-Iran confrontations in the Strait of Hormuz, and how might this latest escalation affect global oil markets and the ceasefire process?

Historical Patterns of U.S. Iran Confrontations in the Strait The tension between the U.S. and Iran over the Strait of Hormuz isn’t new. A notable early example came during the 1987 88 Gulf convoy operations, when the Reagan administration explicitly warned Iran not to use Silkworm missiles against escorted tankers...

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