Geopolitics Alpha

Hirose President Mark Kojak’s Plan for Tariffs, AI and New Priorities After Joining Manufacturer Council

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Hirose President Mark Kojak’s Plan for Tariffs, AI and New Priorities After Joining Manufacturer Council Industrial Equipment News

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • XLI Industrial Select Sector SPDR

    A fund of industrial companies

  • CAT Caterpillar

    A large machinery maker

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX———————
AAPL———————
NKE———————
XLI———————
CAT———————
SLB———————
GLD———————

Hirose President Mark Kojak’s Plan for Tariffs, AI and New Priorities After Joining Manufacturer Council Industrial Equipment News

Source: Industrial Equipment News

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12 out of 100

“Hirose President Mark Kojak’s Plan for Tariffs, AI and New Priorities After Joining Manufacturer Council” scores 12 out of 100. The score uses 1 sources.