Geopolitics Alpha

There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.

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There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased. ChemNet News

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

  • 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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • SPY SPDR S&P 500

    The broad market moves when a major sanction lands

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
AAPL-2.15%-0.18%—+0.08%+0.58%+0.25%+0.69%
NKE-2.07%-1.67%—+0.01%-0.06%+5.18%+5.05%
SLB———————
GLD+0.03%-0.93%—-0.14%-1.62%+0.13%-0.03%
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
SPY———————

There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased. ChemNet News

Source: ChemNet News

The price since 13 Oct 2026: Ishares Msci Brazil Etf (EWZ) versus the S&P 500

Since the first closing price after “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Ishares Msci Brazil Etf (EWZ) is -1.55%. The S&P 500 fund (SPY) is -0.40% over the same days, a -1.15% difference versus the market.

CompanyWhenMoveStatus
AAPLthat day+0.08%final price
AAPLthe next day+0.58%final price
AAPLtwo days later+0.25%final price
AAPLthree days later+0.69%final price
AAPLthree days earlier-0.18%final price
AAPLfive days earlier-2.15%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GLDthat day-0.14%final price
GLDthe next day-1.62%final price
GLDtwo days later+0.13%final price
GLDthree days later-0.03%final price
GLDthree days earlier-0.93%final price
GLDfive days earlier+0.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
NKEthat day+0.01%final price
NKEthe next day-0.06%final price
NKEtwo days later+5.18%final price
NKEthree days later+5.05%final price
NKEthree days earlier-1.67%final price
NKEfive days earlier-2.07%final price
EWZ
SPY

Who gains and who loses around Ishares Msci Brazil Etf (EWZ)

Companies carried with this story

  • EWZ Ishares Msci Brazil Etf

    In “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Ishares Msci Brazil Etf (EWZ) is linked, with no stored direction, medium confidence. Reason on file: GA selected EWZ as a RELATED security because its canonical security name directly matches this event's themes: brazil. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FXI Ishares China Large-Cap Etf

    For “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: GA selected FXI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KWEB Kraneshares Csi China Internet Etf

    For “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Kraneshares Csi China Internet Etf (KWEB) is linked, with no stored direction, medium confidence. Reason on file: GA selected KWEB as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • YANG Direxion Daily Ftse China Bear 3X Etf

    In “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Direxion Daily Ftse China Bear 3X Etf (YANG) is linked, with no stored direction, medium confidence. Reason on file: GA selected YANG as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • APRW Aim Etf Products Trust

    For “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Aim Etf Products Trust (APRW) is linked, with no stored direction, medium confidence. Reason on file: GA selected APRW as a RELATED security because its canonical security name directly matches this event's themes: products. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AUGW Aim Etf Products Trust

    In “There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.,” Aim Etf Products Trust (AUGW) is linked, with no stored direction, medium confidence. Reason on file: GA selected AUGW as a RELATED security because its canonical security name directly matches this event's themes: products. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares Msci Brazil Etf (EWZ)

“There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.” (13 Oct 2026) reaches Ishares Msci Brazil Etf (EWZ) through this story.

The link for Ishares Msci Brazil Etf (EWZ) is this: GA selected EWZ as a RELATED security because its canonical security name directly matches this event's themes: brazil. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares China Large-Cap Etf (FXI) is here too. Its reason reads: GA selected FXI as a RELATED security because its canonical security name directly matches this event's themes: china. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Ishares Msci Brazil Etf (EWZ), and the dates in the story

EWZ traded between 35.98 and 43.77 across 20 sessions. The latest close on file is 41.95. FXI traded between 33.08 and 35.28 across 20 sessions. The latest close on file is 33.55. KWEB traded between 23.79 and 25.62 across 20 sessions. The latest close on file is 24.27.

What the saved facts support for Ishares Msci Brazil Etf (EWZ)

46 out of 100

“There is no free trade agreement between China and Pakistan, and tariffs on 28 types of chemical products exported to Brazil will be increased.” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.