Geopolitics Alpha

Tariff War or Poll Meddling? Why the US Is Accusing Canada Ahead of the Midterms

Published . Updated .

This report is about Defense and China tariffs. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • RTX Rtx

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX———————
LMT———————
NOC———————
GD———————
AAPL———————
NKE———————
ITA———————
BA———————
LHX———————
HII———————

Tariff War or Poll Meddling? Why the US Is Accusing Canada Ahead of the Midterms Open Magazine

Source: Open Magazine

Trades by members of Congress and officials in the stocks in this story

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).

How solid the defense case looks

12 out of 100

“Tariff War or Poll Meddling? Why the US Is Accusing Canada Ahead of the Midterms” scores 12 out of 100. The score uses 1 sources.