Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week
Published . Updated .
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Directly affected
- No company is named in this report.
Indirectly affected
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “trucking” (transport and logistics) in this story.
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- BWET Breakwave Tanker Shipping ETF+40.2% 19d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- EWC iShares MSCI Canada ETF+1.8% 30d
iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”).
- UPS United Parcel Service+3.1% 15d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “trucking” (transport and logistics) in this story.
- FDX FedEx-0.4% 30d
FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “trucking” (transport and logistics) in this story.
- UNP Union Pacific+4.4% 30d
Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “trucking” (transport and logistics) in this story.
- TFII TFI International-15.0% 30d
TFI International (trucking and courier services (no air), with business in Canada): freight and delivery firms move with trade volumes. Linked by “trucking” (transport and logistics) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| EWCNo price data for this ticker | — | — | — | — | — | — | — |
| UPSNo price data for this ticker | — | — | — | — | — | — | — |
| FDXNo price data for this ticker | — | — | — | — | — | — | — |
| UNPNo price data for this ticker | — | — | — | — | — | — | — |
| TFIINo 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.
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Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week Flexport
Source: Flexport
Trades by members of Congress and officials in the stocks in this story
- Rep. Rick Larsen sold Fedex (FDX), worth $1,001 - $15,000 on 8 Oct 2026. That is 21 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Fedex (FDX) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Fedex (FDX), worth $1,001 - $15,000 on 24 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 31 days before publication. Filed 12 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Caterpillar (CAT), worth $50,001 - $100,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 31 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 62 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 63 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
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 Select Sector Spdr Tr (XLI)
Companies carried with this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week.” Reason on file: 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 Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week.” Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- EWC Ishares Msci Canada Etf
Ishares Msci Canada Etf (EWC) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week.” Reason on file: iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”)
- CAT Caterpillar
In “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: 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
Deere (DE) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week.” Reason on file: 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
For “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
In “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
Select Sector Spdr Tr (XLI)
On 29 Oct 2026, “Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week” is the story that connects Select Sector Spdr Tr (XLI) to this story.
The link for Select Sector Spdr Tr (XLI) is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
A second company, Spdr Series Trust (XRT), is listed for a different reason: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Dates in the story, and the Select Sector Spdr Tr (XLI) price range
EWC traded between 57.74 and 61.51 across 20 sessions. The latest close on file is 61.51. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 168.51. XRT traded between 83.12 and 85.33 across 1 sessions. The latest close on file is 83.23.
A simple score for Select Sector Spdr Tr (XLI)
46 out of 100
“Section 338 Canada List Adds About 100 Tariff Lines Starting October 30; Carriers Deploy Record Capacity on TPEB Over Golden Week” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.