14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean
Published . Updated .
President Abelardo de la Espriella has rapidly reversed Gustavo Petro's policies, intensified security operations and strengthened ties with Washington, while protests, tariffs and diaspora demands create new political pressures.
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR+0.2% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) in this story.
- EEM iShares MSCI Emerging Markets ETF-0.3% 30d
iShares MSCI Emerging Markets ETF holds stocks listed in emerging markets, which this story is about (“colombia”).
- CAT Caterpillar-20.0% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-3.2% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+13.7% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+8.1% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| ITA | -1.26% | -0.97% | base | after close | after close | after close | after close |
| EEMNo price data for this ticker | — | — | — | — | — | — | — |
| CATNo price data for this ticker | — | — | — | — | — | — | — |
| DENo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
| NKE | -2.04% | -3.94% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean Latin Times
Source: Latin Times
The price since 30 Oct 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -0.97% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -1.26% | final price |
| Nike (NKE) | three days earlier | -3.94% | final price |
| Nike (NKE) | five days earlier | -2.04% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 32 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 32 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 64 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)
Companies mentioned with this story
- ITA IShares U.S. Aerospace & Defense ETF
In “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) in this story
- XAR Spdr Series Trust
In “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) in this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- EEM Ishares Tr
Ishares Tr (EEM) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean.” Reason on file: iShares MSCI Emerging Markets ETF holds stocks listed in emerging markets, which this story is about (“colombia”)
- CAT Caterpillar
In “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
For “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean.” Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
For “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)
The 30 Oct 2026 story “14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean” names IShares U.S. Aerospace & Defense ETF (ITA) because of Defense.
IShares U.S. Aerospace & Defense ETF (ITA) is on the page because iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) in this story
Also listed, Spdr Series Trust (XAR): SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) in this story
The price range for IShares U.S. Aerospace & Defense ETF (ITA), and the dates in the story
ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 214.50. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 235.36. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 170.11.
How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“14,000 Arrests, U.S. Troops and a 12.5% Tariff: What Colombia's First Two Months Under De la Espriella Mean” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.