Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties
Published . Updated .
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Trumps My Way Approach Brings South Korea Uncertainties Democratic Party Scrutiny Intensifies on Tariffs, Nuclear Submarines, Shipbuilding Cooperation
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- EWY iShares MSCI South Korea ETF-21.2% 30d
iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“south korea”).
- CAT Caterpillar-23.2% 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-0.6% 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+12.9% 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+6.7% 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 |
|---|---|---|---|---|---|---|---|
| ITA | -4.02% | -3.08% | base | after close | after close | after close | after close |
| XAR | -3.84% | -2.83% | base | after close | after close | after close | after close |
| XLI | -1.66% | -2.29% | base | after close | after close | after close | after close |
| EWY | +7.01% | -1.34% | base | after close | after close | after close | after close |
| CAT | +14.53% | -0.17% | base | after close | after close | after close | after close |
| DE | -3.81% | +1.40% | base | after close | after close | after close | after close |
| WMT | -4.79% | -1.04% | base | after close | after close | after close | after close |
| NKE | -3.40% | +0.56% | base | after close | 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.
Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties 조선일보
Source: 블루밍비트
Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)
| Company | When | Move | Status |
|---|---|---|---|
| CAT | three days earlier | -0.17% | final price |
| CAT | five days earlier | +14.53% | final price |
| DE | three days earlier | +1.40% | final price |
| DE | five days earlier | -3.81% | final price |
| Ishares Msci South Korea Etf (EWY) | three days earlier | -1.34% | final price |
| Ishares Msci South Korea Etf (EWY) | five days earlier | +7.01% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -3.08% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -4.02% | final price |
| NKE | three days earlier | +0.56% | final price |
| NKE | five days earlier | -3.40% | final price |
| WMT | three days earlier | -1.04% | final price |
| WMT | five days earlier | -4.79% | final price |
| Spdr Series Trust (XAR) | three days earlier | -2.83% | final price |
| Spdr Series Trust (XAR) | five days earlier | -3.84% | final price |
| XLI | three days earlier | -2.29% | final price |
| XLI | five days earlier | -1.66% | 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 37 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 33 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 37 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 40 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 68 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 69 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 75 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 IShares U.S. Aerospace & Defense ETF (ITA)
Companies mentioned with this story
- ITA IShares U.S. Aerospace & Defense ETF
In “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
- XAR Spdr Series Trust
For “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
- EWY Ishares Msci South Korea Etf
Ishares Msci South Korea Etf (EWY) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties.” Reason on file: iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“south korea”)
- KB KB Financial Group
In “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties,” KB Financial Group (KB) is linked, with no stored direction, medium confidence. Reason on file: KB Financial Group (commercial banks) is one of the largest South Korea-based companies traded in the US, so news about South Korea (“south korea”) reaches its shares
- SHG Shinhan Financial Group
For “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties,” Shinhan Financial Group (SHG) is linked, with no stored direction, medium confidence. Reason on file: Shinhan Financial Group (national commercial banks) is one of the largest South Korea-based companies traded in the US, so news about South Korea (“south korea”) reaches its shares
- PKX Posco Holdings
For “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties,” Posco Holdings (PKX) is linked, with no stored direction, medium confidence. Reason on file: POSCO Holdings (steel works, blast furnaces and rolling mills (coke ovens)) is one of the largest South Korea-based companies traded in the US, so news about South Korea (“south korea”) reaches its shares
IShares U.S. Aerospace & Defense ETF (ITA)
IShares U.S. Aerospace & Defense ETF (ITA) is the company in “Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties,” the 4 Nov 2026 this story story.
The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
Spdr Series Trust (XAR) is here too. Its reason reads: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range
EWY traded between 148.30 and 190.33 across 20 sessions. The latest close on file is 151.81. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.
How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“Trump's 'My Way' Approach Deepens South Korea's Trade, Defense Uncertainties” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.