Some Canadian homebuyers tune out tariff noise as trade war rumbles on
Published . Updated .
Ottawa broker says many clients are pushing ahead despite tariff uncertainty
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-3.1% 30d
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 S&P Retail ETF
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+0.2% 30d
iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canadian”).
- CAT Caterpillar-12.3% 30d
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-5.1% 30d
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+9.9% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+0.7% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| EWCNo price data for this ticker | — | — | — | — | — | — | — |
| CATNo price data for this ticker | — | — | — | — | — | — | — |
| DENo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
| NKE | -0.24% | +0.55% | base | +0.75% | after close | after close | after 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
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Some Canadian homebuyers tune out tariff noise as trade war rumbles on Mortgage Professional America
Source: Mortgage Professional America
Select Sector Spdr Tr (XLI) compared with industrial stocks (XLI) since 26 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| Nike (NKE) | that day | +0.75% | still updating |
| Nike (NKE) | three days earlier | +0.55% | final price |
| Nike (NKE) | five days earlier | -0.24% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 28 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 87 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 28 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 31 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 45 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 59 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 60 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 66 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 collects and who pays in defense
Companies tied to this story
- XLI Select Sector Spdr Tr
In “Some Canadian homebuyers tune out tariff noise as trade war rumbles on,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. 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
In “Some Canadian homebuyers tune out tariff noise as trade war rumbles on,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. 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 26 Oct 2026 story “Some Canadian homebuyers tune out tariff noise as trade war rumbles on.” Reason on file: iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canadian”)
- CAT Caterpillar
Caterpillar (CAT) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Some Canadian homebuyers tune out tariff noise as trade war rumbles on.” 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
In “Some Canadian homebuyers tune out tariff noise as trade war rumbles on,” Deere (DE) is linked, with no stored direction, medium confidence. 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
In “Some Canadian homebuyers tune out tariff noise as trade war rumbles on,” 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 “Some Canadian homebuyers tune out tariff noise as trade war rumbles on,” 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
How defense news reaches Select Sector Spdr Tr (XLI)
The 26 Oct 2026 story “Some Canadian homebuyers tune out tariff noise as trade war rumbles on” names Select Sector Spdr Tr (XLI) because of Defense.
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
Also listed, Spdr Series Trust (XRT): SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
The price range for Select Sector Spdr Tr (XLI), and the dates in the story
EWC traded between 57.74 and 61.45 across 20 sessions. The latest close on file is 60.63. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 164.61. XRT traded between 83.12 and 86.10 across 2 sessions. The latest close on file is 83.23.
How strong the case is around Select Sector Spdr Tr (XLI)
46 out of 100Price not final
“Some Canadian homebuyers tune out tariff noise as trade war rumbles on” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.