Geopolitics Alpha

Trump says aides have ‘concept’ of Canada trade deal

Published . Updated .

Trump says aides have ‘concept’ of Canada trade deal

President Trump said Sunday his administration and Canadian officials are close to reaching a deal to end their months-long trade dispute. “We have the concept of a very good deal with Canada,” Tru…

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-1.5% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “trade deal” (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 “trade deal” (tariffs and trade) in this story.

  • EWC iShares MSCI Canada ETF+0.3% 30d

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

  • CAT Caterpillar-23.7% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story.

  • DE Deere-0.9% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story.

  • WMT Walmart+14.9% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story.

  • NKE Nike+7.1% 30d

    Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLI-0.27%+0.65%base+1.25%after closeafter closeafter close
XRT-1.50%-2.24%base+2.03%after closeafter closeafter close
EWCNo price data for this ticker———————
CAT+11.08%+14.72%base-1.85%after closeafter closeafter close
DE-5.07%-5.14%base-2.01%after closeafter closeafter close
WMTNo price data for this ticker———————
NKENo price data for this ticker———————

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.

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.

Trump says aides have ‘concept’ of Canada trade deal The Hill

Source: The Hill

Select Sector Spdr Tr (XLI) since this story, compared with the market

CompanyWhenMoveStatus
Caterpillar (CAT)that day-1.85%still updating
Caterpillar (CAT)three days earlier+14.72%final price
Caterpillar (CAT)five days earlier+11.08%final price
Deere (DE)that day-2.01%still updating
Deere (DE)three days earlier-5.14%final price
Deere (DE)five days earlier-5.07%final price
Select Sector Spdr Tr (XLI)that day+1.25%still updating
Select Sector Spdr Tr (XLI)three days earlier+0.65%final price
Select Sector Spdr Tr (XLI)five days earlier-0.27%final price
Spdr Series Trust (XRT)that day+2.03%still updating
Spdr Series Trust (XRT)three days earlier-2.24%final price
Spdr Series Trust (XRT)five days earlier-1.50%final price

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).

Who is named in “Trump says aides have ‘concept’ of Canada trade deal”

Companies tied to this story

  • XLI Select Sector Spdr Tr

    Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Trump says aides have ‘concept’ of Canada trade deal.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “trade deal” (tariffs and trade) in this story

  • XRT Spdr Series Trust

    For “Trump says aides have ‘concept’ of Canada trade deal,” 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 “trade deal” (tariffs and trade) in this story

  • EWC Ishares Msci Canada Etf

    In “Trump says aides have ‘concept’ of Canada trade deal,” Ishares Msci Canada Etf (EWC) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”)

  • CAT Caterpillar

    Caterpillar (CAT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Trump says aides have ‘concept’ of Canada trade deal.” Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story

  • DE Deere

    For “Trump says aides have ‘concept’ of Canada trade deal,” 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 “trade deal” (tariffs and trade) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Trump says aides have ‘concept’ of Canada trade deal.” Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story

  • NKE Nike

    For “Trump says aides have ‘concept’ of Canada trade deal,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “trade deal” (tariffs and trade) in this story

How “Trump says aides have ‘concept’ of Canada trade deal” reaches Select Sector Spdr Tr (XLI)

The 2 Nov 2026 story “Trump says aides have ‘concept’ of Canada trade deal” names Select Sector Spdr Tr (XLI) because of this story.

What ties Select Sector Spdr Tr (XLI) to the headline is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “trade deal” (tariffs and trade) in this story

Also listed, Spdr Series Trust (XRT): SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “trade deal” (tariffs and trade) in this story

Price levels for Select Sector Spdr Tr (XLI)

EWC traded between 57.81 and 61.73 across 20 sessions. The latest close on file is 60.61. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 167.42.

A simple score for Select Sector Spdr Tr (XLI)

54 out of 100Price not final

“Trump says aides have ‘concept’ of Canada trade deal” scores 54 out of 100. The score uses 2 sources, and 7 linked companies. The price is not final yet.