Geopolitics Alpha

U.S./Canada Tariffs Raise Tensions and Costs

Published . Updated .

U.S./Canada Tariffs Raise Tensions and Costs Glass Magazine - NGA

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———————

U.S./Canada Tariffs Raise Tensions and Costs Glass Magazine - NGA

Source: Glass Magazine - NGA

How far Ishares Msci Canada Etf (EWC) has moved since 13 Oct 2026

Since the first closing price after “U.S./Canada Tariffs Raise Tensions and Costs,” Ishares Msci Canada Etf (EWC) is +1.74%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.13% 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
EWC
SPY

Who is named in “U.S./Canada Tariffs Raise Tensions and Costs”

Companies mentioned with this story

  • EWC Ishares Msci Canada Etf

    Ishares Msci Canada Etf (EWC) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “U.S./Canada Tariffs Raise Tensions and Costs.” Reason on file: GA selected EWC as a RELATED security because its canonical security name directly matches this event's themes: canada. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “U.S./Canada Tariffs Raise Tensions and Costs” reaches Ishares Msci Canada Etf (EWC)

Ishares Msci Canada Etf (EWC) is the company in “U.S./Canada Tariffs Raise Tensions and Costs,” the 13 Oct 2026 this story story.

What ties Ishares Msci Canada Etf (EWC) to the headline is this: GA selected EWC as a RELATED security because its canonical security name directly matches this event's themes: canada. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Ishares Msci Canada Etf (EWC)

EWC traded between 57.74 and 61.04 across 20 sessions. The latest close on file is 60.28.

A simple score for Ishares Msci Canada Etf (EWC)

14 out of 100

“U.S./Canada Tariffs Raise Tensions and Costs” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.