Geopolitics Alpha

‘Trump Couldn’t Stop Us’: Lula Mocks U.S. Tariffs In Defiant Speech, Reveals Major China Trade Shift

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GEOPOLITICS ALPHA‘Trump Couldn’t Stop Us’: LulaMocks U.S. Tariffs In DefiantSpeech, Reveals Major China Trade…GEOPOLITICS ALPHA

This report is about tariffs and trade and Chinese tech. Names like CAT and DE typically come under pressure because caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

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.

  • KWEB KraneShares CSI China Internet ETF

    KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.

  • SMH VanEck Semiconductor ETF

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “china” (semiconductors) in this story.

  • EWZ iShares MSCI Brazil ETF

    iShares MSCI Brazil ETF holds stocks listed in Brazil, which this story is about (“lula”).

  • FXI iShares China Large-Cap ETF

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLI+0.05%+1.29%baseafter closeafter closeafter closeafter close
XRT+1.88%+1.40%baseafter closeafter closeafter closeafter close
KWEB+5.97%+3.23%baseafter closeafter closeafter closeafter close
SMH+0.14%+4.23%baseafter closeafter closeafter closeafter close
EWZ+1.19%+0.65%baseafter closeafter closeafter closeafter close
FXI+3.46%+1.27%baseafter closeafter closeafter closeafter close
CAT-0.24%+0.24%baseafter closeafter closeafter closeafter close
DE+2.61%+2.63%baseafter closeafter closeafter closeafter 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.

‘Trump Couldn’t Stop Us’: Lula Mocks U.S. Tariffs In Defiant Speech, Reveals Major China Trade Shift The Times of India

Source: The Times of India

This story

CompanyWhenMoveStatus
CATthree days earlier+0.24%final price
CATfive days earlier-0.24%final price
DEthree days earlier+2.63%final price
DEfive days earlier+2.61%final price
EWZthree days earlier+0.65%final price
EWZfive days earlier+1.19%final price
FXIthree days earlier+1.27%final price
FXIfive days earlier+3.46%final price
KWEBthree days earlier+3.23%final price
KWEBfive days earlier+5.97%final price
SMHthree days earlier+4.23%final price
SMHfive days earlier+0.14%final price
XLIthree days earlier+1.29%final price
XLIfive days earlier+0.05%final price
XRTthree days earlier+1.40%final price
XRTfive days earlier+1.88%final price

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).

This story

12 out of 100

“‘Trump Couldn’t Stop Us’: Lula Mocks U.S. Tariffs In Defiant Speech, Reveals Major China Trade Shift” scores 12 out of 100. The score uses 1 sources.