Treasury Department

Energy Geopolitics

U.S. Sanctions Iraqi Deputy Oil Minister to Choke Iran Revenue During Ceasefire Talks

Washington targets Baghdad's corrupt infrastructure to disrupt Iran's oil-smuggling network, shifting sanctions doctrine as fragile ceasefire negotiations continue.

7 min read ·
Breaking Geopolitics Macro

Bessent’s China Framework Targets Sectors, Not Blanket Tariffs — But Hawks May Block It

Treasury Secretary's approach manages competition through semiconductors, EVs, and rare earths while commodity markets price in implementation risk.

6 min read ·
Geopolitics Knowledge Base

What Is CFIUS and How Does It Control Foreign Investment in U.S. Critical Infrastructure?

The interagency body that blocks foreign acquisitions of sensitive U.S. assets now stands at the centre of technological sovereignty, capital flows, and the U.S.-China competition.

9 min read ·
Macro

Democrats Mount Uphill Battle to Revive IRS Direct File After Trump Kills Free Tax Program

Over 175 lawmakers demand restoration of service that saved taxpayers $160 per return, but zero Republican support signals legislative gridlock as tax prep lobby claims victory.

9 min read ·
Macro

Fed’s MBS-to-Treasury Pivot Meets Treasury Bill Surge: Policy Coordination or Market Coincidence?

As the Federal Reserve converts $2 trillion in mortgage holdings to T-bills, Treasury floods the short end with record issuance—creating demand-supply dynamics not seen since the 2019 repo crisis.

8 min read ·