Geopolitics Alpha

Democrats' First 100 Hours: End Tariffs, Curb Iran War, Target Trump's Fortune

Published . Updated .

DEFENSEDemocrats' First 100 Hours: EndTariffs, Curb Iran War, TargetTrump's FortuneGEOPOLITICS ALPHA

This report is about tariffs and trade and defense.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-3.1% 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-6.7% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • USO United States Oil Fund+8.2% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • CAT Caterpillar-12.3% 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-5.1% 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+9.9% 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+0.7% 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

TickerT-5T-3T-1T0T+1T+2T+3
XLINo price data for this ticker———————
XRTNo price data for this ticker———————
ITANo price data for this ticker———————
USO-3.36%-2.27%baseafter closeafter closeafter closeafter close
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKENo price data for this ticker———————

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.

Democrats' First 100 Hours: End Tariffs, Curb Iran War, Target Trump's Fortune 巴士的報

Source: 블루밍비트

Defense

CompanyWhenMoveStatus
USOthree days earlier-2.27%final price
USOfive days earlier-3.36%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).

How solid the defense case looks

12 out of 100

“Democrats' First 100 Hours: End Tariffs, Curb Iran War, Target Trump's Fortune” scores 12 out of 100. The score uses 1 sources.