Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border
Published . Updated .
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This report is about tariffs and trade and Mexico.
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.
- EWW iShares MSCI Mexico ETF
iShares MSCI Mexico ETF holds stocks listed in Mexico, which this story is about (“mexico”).
- 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.
- NKE Nike
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 |
|---|---|---|---|---|---|---|---|
| XLI | -3.98% | -0.39% | base | after close | after close | after close | after close |
| XRT | -1.32% | +1.93% | base | after close | after close | after close | after close |
| EWW | -1.16% | -0.21% | base | after close | after close | after close | after close |
| CAT | -7.69% | -3.42% | base | after close | after close | after close | after close |
| DE | -0.82% | +1.30% | base | after close | after close | after close | after close |
| WMT | -0.55% | -0.53% | base | after close | after close | after close | after close |
| NKE | +2.17% | +2.36% | 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 threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border BusinessLine
Source: BusinessLine
The price since 13 Nov 2026: Select Sector Spdr Tr (XLI) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Caterpillar (CAT) | three days earlier | -3.42% | final price |
| Caterpillar (CAT) | five days earlier | -7.69% | final price |
| Deere (DE) | three days earlier | +1.30% | final price |
| Deere (DE) | five days earlier | -0.82% | final price |
| Ishares (EWW) | three days earlier | -0.21% | final price |
| Ishares (EWW) | five days earlier | -1.16% | final price |
| Nike (NKE) | three days earlier | +2.36% | final price |
| Nike (NKE) | five days earlier | +2.17% | final price |
| Walmart (WMT) | three days earlier | -0.53% | final price |
| Walmart (WMT) | five days earlier | -0.55% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | -0.39% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | -3.98% | final price |
| Spdr Series Trust (XRT) | three days earlier | +1.93% | final price |
| Spdr Series Trust (XRT) | five days earlier | -1.32% | 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 46 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 37 days before publication. Filed 5 Nov 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 42 days before publication. Filed 27 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 77 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 78 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 84 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 carried with this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border.” 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
For “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border,” 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
- EWW Ishares
Ishares (EWW) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border.” 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 13 Nov 2026 story “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border.” 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
Deere (DE) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border.” 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 “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border,” 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 13 Nov 2026 story “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border.” 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
Select Sector Spdr Tr (XLI)
The 13 Nov 2026 story “Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border” names Select Sector Spdr Tr (XLI) because of this story.
For Select Sector Spdr Tr (XLI), the reason on file says Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (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 “tariff” (tariffs and trade) in this story
Price levels for Select Sector Spdr Tr (XLI)
EWW traded between 71.23 and 73.53 across 6 sessions. The latest close on file is 73.26. 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
“Trump threatens Mexico with doubled tariffs as nearly 2,000 migrants head towards US border” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.