Tariffs Challenge Mexico’s U.S. Auto Lead
Published . Updated .
Key takeaways
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
Last July, Mexico lost its position as the leading supplier of passenger cars to the United States, being overtaken by Japan and South Korea
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR
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.
- CARZ First Trust S-Network Future Vehicles & Technology ETF
First Trust S-Network Future Vehicles & Technology ETF: it holds carmakers and parts makers. Linked by “auto” (autos) in this story.
- EWW iShares MSCI Mexico ETF
iShares MSCI Mexico ETF holds stocks listed in Mexico, which this story is about (“mexico”).
- EWY iShares MSCI South Korea ETF
iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“south korea”).
- CAT Caterpillar
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 (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
Walmart (variety stores): 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 |
|---|---|---|---|---|---|---|---|
| XLI | +4.34% | +4.15% | base | +4.24% | after close | after close | after close |
| XRT | +1.17% | +4.73% | base | +3.68% | after close | after close | after close |
| CARZ | +10.62% | +10.62% | base | +2.92% | after close | after close | after close |
| EWW | -1.08% | -0.49% | base | +1.00% | after close | after close | after close |
| EWY | +10.67% | +11.14% | base | +3.78% | after close | after close | after close |
| CAT | +9.84% | +5.82% | base | +7.10% | after close | after close | after close |
| DE | -0.85% | +0.44% | base | +3.33% | after close | after close | after close |
| WMT | +1.78% | +2.99% | base | +0.11% | 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.
Tariffs Challenge Mexico’s U.S. Auto Lead MEXICONOW
Source: MEXICONOW
Price since this story was published: Select Sector Spdr Tr (XLI)
| Company | When | Move | Status |
|---|---|---|---|
| First Tr Exchange-Traded Fd (CARZ) | that day | +2.92% | final price |
| First Tr Exchange-Traded Fd (CARZ) | three days earlier | +10.62% | final price |
| First Tr Exchange-Traded Fd (CARZ) | five days earlier | +10.62% | final price |
| Caterpillar (CAT) | that day | +7.10% | final price |
| Caterpillar (CAT) | three days earlier | +5.82% | final price |
| Caterpillar (CAT) | five days earlier | +9.84% | final price |
| Deere (DE) | that day | +3.33% | final price |
| Deere (DE) | three days earlier | +0.44% | final price |
| Deere (DE) | five days earlier | -0.85% | final price |
| Ishares (EWW) | that day | +1.00% | final price |
| Ishares (EWW) | three days earlier | -0.49% | final price |
| Ishares (EWW) | five days earlier | -1.08% | final price |
| EWY | that day | +3.78% | final price |
| EWY | three days earlier | +11.14% | final price |
| EWY | five days earlier | +10.67% | final price |
| Walmart (WMT) | that day | +0.11% | final price |
| Walmart (WMT) | three days earlier | +2.99% | final price |
| Walmart (WMT) | five days earlier | +1.78% | final price |
| Select Sector Spdr Tr (XLI) | that day | +4.24% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | +4.15% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | +4.34% | final price |
| Spdr Series Trust (XRT) | that day | +3.68% | final price |
| Spdr Series Trust (XRT) | three days earlier | +4.73% | final price |
| Spdr Series Trust (XRT) | five days earlier | +1.17% | 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 42 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 38 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 42 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 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 73 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 74 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 80 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 mentioned with this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Tariffs Challenge Mexico’s U.S. Auto Lead.” 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 “Tariffs Challenge Mexico’s U.S. Auto Lead,” 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
- CARZ First Tr Exchange-Traded Fd
First Tr Exchange-Traded Fd (CARZ) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Tariffs Challenge Mexico’s U.S. Auto Lead.” Reason on file: First Trust S-Network Future Vehicles & Technology ETF: it holds carmakers and parts makers. Linked by “auto” (autos) in this story
- EWW Ishares
For “Tariffs Challenge Mexico’s U.S. Auto Lead,” Ishares (EWW) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Mexico ETF holds stocks listed in Mexico, which this story is about (“mexico”)
- CAT Caterpillar
Caterpillar (CAT) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Tariffs Challenge Mexico’s U.S. Auto Lead.” 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
For “Tariffs Challenge Mexico’s U.S. Auto Lead,” 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
For “Tariffs Challenge Mexico’s U.S. Auto Lead,” 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
Nike (NKE) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Tariffs Challenge Mexico’s U.S. Auto Lead.” 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 “Tariffs Challenge Mexico’s U.S. Auto Lead” reaches Select Sector Spdr Tr (XLI)
Select Sector Spdr Tr (XLI) is the company in “Tariffs Challenge Mexico’s U.S. Auto Lead,” the 9 Nov 2026 this story story.
Select Sector Spdr Tr (XLI) is on the page because 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
Price levels for Select Sector Spdr Tr (XLI)
XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.
How strong the case is around Select Sector Spdr Tr (XLI)
46 out of 100
“Tariffs Challenge Mexico’s U.S. Auto Lead” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.