Geopolitics Alpha

Auto tariffs impact U.S. made vehicles shipped to Canada

Published . Updated .

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

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • ITA iShares U.S. Aerospace & Defense

    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
LMT———————
RTX———————
NOC———————
GD———————
XLE———————
USO———————
AAPL———————
NKE———————
ITA———————
BA———————

Auto tariffs impact U.S. made vehicles shipped to Canada Detroit Free Press

Source: Detroit Free Press

Trades by members of Congress and officials in the stocks in this story

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).

How solid “Auto tariffs impact U.S. made vehicles shipped to Canada” looks

38 out of 100

“Auto tariffs impact U.S. made vehicles shipped to Canada” scores 38 out of 100. The score uses 3 sources.