Geopolitics Alpha

Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026

Published . Updated .

This notice provides guidance to U.S. Customs and Border Protection regarding the assessment of "U.S. content" for products of Canada and Mexico that qualify for preferential tariff treatment under the United States-Mexico-Canada Agreement, for purposes of implementing tariffs pursuant to Proclamation 11032 of June 1, 2026.

Directly affected

  • No company is named in this report.

Indirectly affected

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • CAT Caterpillar

    Machinery exporters are exposed to China tariffs

  • DE Deere

    Machinery exporters are exposed to China tariffs

  • FXI iShares China Large-Cap

    A fund of large Chinese companies

  • KWEB KraneShares CSI China Internet

    A fund of Chinese internet companies

  • BABA Alibaba

    Chinese platforms are exposed to a tariff fight

  • QQQ Invesco QQQ

    Big tech moves with a tariff fight

  • AIOO ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF

    GA selected AIOO as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2026

    GA selected AJUL as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AAPL———————
NKE———————
CAT———————
DE———————
FXI———————
KWEB———————
BABA———————
QQQ———————
AIOO———————
AJUL———————

This notice provides guidance to U.S. Customs and Border Protection regarding the assessment of "U.S. content" for products of Canada and Mexico that qualify for preferential tariff treatment under the United States-Mexico-Canada Agreement…

Source: Federal Register

Allianzim U.S. Equity Buffer100 Protection Etf (AIOO) since this story, compared with the market

Since the first closing price after “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Allianzim U.S. Equity Buffer100 Protection Etf (AIOO) is 0.00%. The S&P 500 fund (SPY) is -1.47% over the same days, a +1.47% difference versus the market.

AIOO
SPY

Who gains and who loses around Allianzim U.S. Equity Buffer100 Protection Etf (AIOO)

Companies mentioned with this story

  • AIOO Allianzim U.S. Equity Buffer100 Protection Etf

    For “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Allianzim U.S. Equity Buffer100 Protection Etf (AIOO) is linked, with no stored direction, medium confidence. Reason on file: GA selected AIOO as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AJUL Innovator Equity Defined Protection Etf - 2 Yr To July 2026

    In “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Innovator Equity Defined Protection Etf - 2 Yr To July 2026 (AJUL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AJUL as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZAPR Innovator Equity Defined Protection Etf - 1 Yr April

    In “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Innovator Equity Defined Protection Etf - 1 Yr April (ZAPR) is linked, with no stored direction, medium confidence. Reason on file: GA selected ZAPR as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZFEB Innovator Equity Defined Protection Etf - 1 Yr February

    For “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Innovator Equity Defined Protection Etf - 1 Yr February (ZFEB) is linked, with no stored direction, medium confidence. Reason on file: GA selected ZFEB as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZMAY Innovator Equity Defined Protection Etf - 1 Yr May

    In “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Innovator Equity Defined Protection Etf - 1 Yr May (ZMAY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ZMAY as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZNOV Innovator Equity Defined Protection Etf - 1 Yr November

    In “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026,” Innovator Equity Defined Protection Etf - 1 Yr November (ZNOV) is linked, with no stored direction, medium confidence. Reason on file: GA selected ZNOV as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Allianzim U.S. Equity Buffer100 Protection Etf (AIOO)

The 9 Oct 2026 story “Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026” names Allianzim U.S. Equity Buffer100 Protection Etf (AIOO) because of this story.

Allianzim U.S. Equity Buffer100 Protection Etf (AIOO) is on the page because GA selected AIOO as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Innovator Equity Defined Protection Etf - 2 Yr To July 2026 (AJUL) is here too. Its reason reads: GA selected AJUL as a RELATED security because its canonical security name directly matches this event's themes: protection. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Allianzim U.S. Equity Buffer100 Protection Etf (AIOO) price range

AIOO traded between 26.37 and 26.61 across 20 sessions. The latest close on file is 26.53. AJUL traded between 30.05 and 30.39 across 17 sessions. The latest close on file is 30.38. ZAPR traded between 26.97 and 27.05 across 6 sessions. The latest close on file is 27.05.

A simple score for Allianzim U.S. Equity Buffer100 Protection Etf (AIOO)

54 out of 100

“Guidance to U.S. Customs and Border Protection Regarding the Assessment of “U.S. Content” for Purposes of Implementing Tariffs Pursuant to Clause (2)(D) of Proclamation 11032 of June 1, 2026” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.