Geopolitics Alpha

Embattled Susan Collins announces exemptions for Maine from Trump Canada tariffs

Published . Updated .

Embattled Susan Collins announces exemptions for Maine from Trump Canada tariffs

Republican senator faces critical re-election battle in state where president’s trade war has outraged voters

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-0.4%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.3%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-1.7%

    Defense contractors get more work when conflict spending rises

  • AAPL Apple+4.8%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+3.3%

    Sales and supply chains are exposed to a new tariff

  • ITA iShares U.S. Aerospace & Defense-6.7%

    A fund of aerospace and defense companies

  • BA Boeing-10.9%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris+2.1%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-9.46%-8.86%baseafter closeafter closeafter closeafter close
RTX+0.43%+0.19%baseafter closeafter closeafter closeafter close
NOC-7.45%-2.17%baseafter closeafter closeafter closeafter close
GD-2.32%-1.32%baseafter closeafter closeafter closeafter close
AAPL-1.38%-1.11%baseafter closeafter closeafter closeafter close
NKE-0.25%+0.54%baseafter closeafter closeafter closeafter close
ITA+2.59%+1.63%baseafter closeafter closeafter closeafter close
BA+1.58%+2.06%baseafter closeafter closeafter closeafter close
LHX-3.97%-2.45%baseafter closeafter closeafter closeafter close
HII-1.72%-0.04%baseafter closeafter closeafter 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.

Republican facing tough re-election battle in state where Trump’s trade war with neighbor has stirred outrage Susan Collins, the embattled Republican senator for Maine, announced that several industries crucial to her state would be exempt…

Source: The Guardian

Defense

CompanyWhenMoveStatus
AAPLthree days earlier-1.11%final price
AAPLfive days earlier-1.38%final price
BAthree days earlier+2.06%final price
BAfive days earlier+1.58%final price
GDthree days earlier-1.32%final price
GDfive days earlier-2.32%final price
HIIthree days earlier-0.04%final price
HIIfive days earlier-1.72%final price
ITAthree days earlier+1.63%final price
ITAfive days earlier+2.59%final price
LHXthree days earlier-2.45%final price
LHXfive days earlier-3.97%final price
LMTthree days earlier-8.86%final price
LMTfive days earlier-9.46%final price
NKEthree days earlier+0.54%final price
NKEfive days earlier-0.25%final price
NOCthree days earlier-2.17%final price
NOCfive days earlier-7.45%final price
RTXthree days earlier+0.19%final price
RTXfive days earlier+0.43%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

“Embattled Susan Collins announces exemptions for Maine from Trump Canada tariffs” scores 12 out of 100. The score uses 1 sources.