Geopolitics Alpha

A New Jersey importer is fighting Trump's tariffs — and a Lindsay dairy’s goat cheese is why

Published . Updated .

Covered by 2 outlets: Toronto Star, The Record.

GEOPOLITICS ALPHAA New Jersey importer is fightingTrump's tariffs — and a Lindsaydairy’s goat cheese is whyLNNGEOPOLITICS ALPHA

This report is about Sanctions and China tariffs. Names like GLD and LMT typically gain because gold is a usual haven when a conflict or sanction escalates.

Directly affected

  • LNN Lindsay

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • AAPL Apple+5.3%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+1.2%

    Sales and supply chains are exposed to a new tariff

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LNN———————
LMT———————
RTX———————
NOC———————
GD———————
XLE———————
USO———————
AAPL———————
NKE———————
ITA———————
BA———————

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A New Jersey importer is fighting Trump's tariffs — and a Lindsay dairy’s goat cheese is why Toronto Star

Source: Toronto Star

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This story

25 out of 100

“A New Jersey importer is fighting Trump's tariffs — and a Lindsay dairy’s goat cheese is why” scores 25 out of 100. The score uses 2 sources.