Most companies will hold onto tariff refunds as cash: Atlanta Fed survey
Published . Updated .
Nine percent of companies surveyed have received tariff refunds and 14% believe they are eligible for reimbursement, the Federal Reserve Bank of Atlanta said.
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
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- 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
Nine percent of companies surveyed have received tariff refunds and 14% believe they are eligible for reimbursement, the Federal Reserve Bank of Atlanta Fed said.
Source: CFO Dive
Ally Financial (ALLY) since this story, compared with the market
Since the first closing price after “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey,” Ally Financial (ALLY) is -3.25%. The S&P 500 fund (SPY) is -0.62% over the same days, a -2.63% difference versus the market.
Filings that name Ally Financial (ALLY) around 24 Sep 2026
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).
Who gains and who loses around Ally Financial (ALLY)
Companies tied to this story
- ALLY Ally Financial
For “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey,” Ally Financial (ALLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAC Bank Of America
For “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BMO Bank Of Montreal /Can/
For “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey,” Bank Of Montreal /Can/ (BMO) is linked, with no stored direction, medium confidence. Reason on file: GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CM Canadian Imperial Bank Of Commerce /Can/
Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey.” Reason on file: GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CRBG Corebridge Financial
For “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey,” Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRBG as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- EFC Ellington Financial
Ellington Financial (EFC) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey.” Reason on file: GA selected EFC as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Ally Financial (ALLY)
On 24 Sep 2026, “Most companies will hold onto tariff refunds as cash: Atlanta Fed survey” is the story that connects Ally Financial (ALLY) to this story.
What ties Ally Financial (ALLY) to the headline is this: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Bank Of America (BAC) is here too. Its reason reads: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for Ally Financial (ALLY)
ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53. BAC traded between 49.26 and 58.11 across 20 sessions. The latest close on file is 50.39. BMO traded between 159.57 and 177.46 across 20 sessions. The latest close on file is 166.07.
How strong the case is around Ally Financial (ALLY)
46 out of 100
“Most companies will hold onto tariff refunds as cash: Atlanta Fed survey” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.