Geopolitics Alpha

Canada hit back at Trump tariffs. Now the U.S. alleges possible election interference.

Published . Updated .

GEOPOLITICS ALPHACanada hit back at Trump tariffs.Now the U.S. alleges possibleelection interference.GEOPOLITICS 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

  • No company is 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-6.2%

    Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-3.46%-0.65%base+6.92%after closeafter closeafter close
RTX-2.43%+0.25%base+1.56%+0.44%after closeafter close
NOC-7.50%-5.40%base+2.35%+1.36%after closeafter close
GD-2.28%-1.02%base+1.71%+1.41%after closeafter close
XLE-2.35%-0.51%base-0.84%after closeafter closeafter close
USO-1.53%+0.69%base+1.72%after closeafter closeafter close
AAPL-0.59%-0.27%base+1.28%after closeafter closeafter close
NKE-0.95%-0.79%base+2.09%after closeafter closeafter close
ITA+0.57%+0.95%base-0.62%-2.40%after closeafter close
BA-1.84%-0.47%base-2.47%-4.12%after closeafter 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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Canada hit back at Trump tariffs. Now the U.S. alleges possible election interference. Axios

Source: Axios

This story

CompanyWhenMoveStatus
AAPLthat day+1.28%final price
AAPLthree days earlier-0.27%final price
AAPLfive days earlier-0.59%final price
BAthat day-2.47%final price
BAthe next day-4.12%still updating
BAthree days earlier-0.47%final price
BAfive days earlier-1.84%final price
CVXthat day-0.08%final price
CVXthree days earlier-1.00%final price
CVXfive days earlier-3.26%final price
GDthat day+1.71%final price
GDthe next day+1.41%still updating
GDthree days earlier-1.02%final price
GDfive days earlier-2.28%final price
GLDthat day-2.61%final price
GLDthree days earlier+0.18%final price
GLDfive days earlier+0.98%final price
ITAthat day-0.62%final price
ITAthe next day-2.40%still updating
ITAthree days earlier+0.95%final price
ITAfive days earlier+0.57%final price
LMTthat day+6.92%final price
LMTthree days earlier-0.65%final price
LMTfive days earlier-3.46%final price
NKEthat day+2.09%final price
NKEthree days earlier-0.79%final price
NKEfive days earlier-0.95%final price
NOCthat day+2.35%final price
NOCthe next day+1.36%still updating
NOCthree days earlier-5.40%final price
NOCfive days earlier-7.50%final price
RTXthat day+1.56%final price
RTXthe next day+0.44%still updating
RTXthree days earlier+0.25%final price
RTXfive days earlier-2.43%final price
SLBthat day-2.98%final price
SLBthree days earlier-3.92%final price
SLBfive days earlier-5.37%final price
SPYthat day-1.18%final price
SPYthree days earlier-0.84%final price
SPYfive days earlier-0.18%final price
USOthat day+1.72%final price
USOthree days earlier+0.69%final price
USOfive days earlier-1.53%final price
XLEthat day-0.84%final price
XLEthree days earlier-0.51%final price
XLEfive days earlier-2.35%final price
XOMthat day+0.06%final price
XOMthree days earlier+0.08%final price
XOMfive days earlier-1.88%final price

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).

This story

12 out of 100Price not final

“Canada hit back at Trump tariffs. Now the U.S. alleges possible election interference.” scores 12 out of 100. The score uses 1 sources. The price is not final yet.