Geopolitics Alpha

US, Canada ‘very close’ to tariff deal: WH

Published . Updated .

US, Canada ‘very close’ to tariff deal: WH

US-Canada trade talks are “gathering steam” and close to a deal nearly two months into the latest tariff spat between America and its northern neighbor, White House economic adviser Kev…

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-3.1% 30d

    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.

  • EWC iShares MSCI Canada ETF+0.2% 30d

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

  • CAT Caterpillar-12.3% 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-5.1% 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+9.9% 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+0.7% 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

TickerT-5T-3T-1T0T+1T+2T+3
XLINo price data for this ticker———————
XRTNo price data for this ticker———————
EWCNo price data for this ticker———————
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKE-0.24%+0.55%base+0.75%after 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.

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US, Canada ‘very close’ to tariff deal: WH New York Post

Source: New York Post

Price since this story was published: Select Sector Spdr Tr (XLI)

CompanyWhenMoveStatus
Nike (NKE)that day+0.75%still updating
Nike (NKE)three days earlier+0.55%final price
Nike (NKE)five days earlier-0.24%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 gains and who loses around Select Sector Spdr Tr (XLI)

Companies mentioned with this story

  • XLI Select Sector Spdr Tr

    Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “US, Canada ‘very close’ to tariff deal: WH.” 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

    In “US, Canada ‘very close’ to tariff deal: WH,” 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

  • EWC Ishares Msci Canada Etf

    For “US, Canada ‘very close’ to tariff deal: WH,” 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 26 Oct 2026 story “US, Canada ‘very close’ to tariff deal: WH.” 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

    For “US, Canada ‘very close’ to tariff deal: WH,” 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 “tariff” (tariffs and trade) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “US, Canada ‘very close’ to tariff deal: WH.” 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

    In “US, Canada ‘very close’ to tariff deal: WH,” 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 “tariff” (tariffs and trade) in this story

How “US, Canada ‘very close’ to tariff deal: WH” reaches Select Sector Spdr Tr (XLI)

On 26 Oct 2026, “US, Canada ‘very close’ to tariff deal: WH” is the story that connects Select Sector Spdr Tr (XLI) to 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 “tariff” (tariffs and trade) in this story

Spdr Series Trust (XRT) is here too. Its reason reads: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Dates in the story, and the Select Sector Spdr Tr (XLI) price range

EWC traded between 57.74 and 61.45 across 20 sessions. The latest close on file is 60.63. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 164.61. XRT traded between 83.12 and 86.10 across 2 sessions. The latest close on file is 83.23.

How strong the case is around Select Sector Spdr Tr (XLI)

46 out of 100Price not final

“US, Canada ‘very close’ to tariff deal: WH” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.