Archive / Political Economy & Markets / MF-04
MF-04 · Stocks, commodities, web3 and crypto
Markets & Power
How do geopolitical shocks move markets, and when do markets move politics?
Indexed performance, start of period = 100
Asset detail
| Asset | 1M | 3M | 3M range |
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How to read this
- Gold and oil often rise when geopolitical risk is priced in.
- Defense stocks respond to budgets and conflict expectations.
- Bitcoin behaves as a risk asset in some periods and a hedge in others.
- Moves suggest a link, never prove one. Analysis notes will say which is which.
Coverage over the past 72 hours 6-hour blocks
Tracker-tagged headlines from 222 public news feeds, grouped by publication time.
Who is covering it
Latest headlines Unreviewed signal
Social Pulse
Top public threads
Institutional desk 14 days
Official bodies, election organizations, research institutes, and fact-checkers.
Channel watch 72 hours
Public Telegram channels from governments, state media, newsrooms, and commentators on each side. These are records of what was said, not verification.
Video 72 hours
Uploads from 19 news channels on YouTube, including C-SPAN, PBS, CNN, Fox News, BBC, Al Jazeera, and WION.
Public attention
Indicators being built
- Brent oil, gold, defense equities, bitcoin (indexed)
- Geopolitical Risk Index overlay
- Shipping and chokepoint transit data
- Stablecoin supply and on-chain flows
- Sanctions announcements versus price moves
- Prediction-market odds on geopolitical events
Planned data sources
- Exchange price data via licensed feeds
- Caldara–Iacoviello Geopolitical Risk Index
- IMF PortWatch
- U.S. EIA
- On-chain analytics
- OFAC and EU sanctions releases
Social layer focus
Retail-trader sentiment, crypto narrative cycles, market-moving rumors
Evidence ledger
No reviewed entries yet. Headlines above are automated signal. Once The Cultured Scholar reviews and grades a claim, it appears here with its sources and grade.
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