Geopolitics Alpha

Who Put Tariffs in My ($20!) Burrito?

Published . Updated .

Who Put Tariffs in My ($20!) Burrito?

From aluminum wrappers to beef, cheese, and tomatoes, Washington has found a way to make every bite more expensive. 'TACOs' shouldn't cost so ...

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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.

  • 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.

  • PICK iShares MSCI Global Metals & Mining Producers ETF-7.0% 30d

    iShares MSCI Global Metals & Mining Producers ETF: it holds metals and mining companies. Linked by “aluminum” (metals & mining) in this story.

  • DBA Invesco DB Agriculture Fund-4.6% 30d

    Invesco DB Agriculture Fund: it holds farm and agribusiness assets. Linked by “beef” (meat and livestock) in this story.

  • CAT Caterpillar-10.5% 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-5.5% 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+11.3% 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+2.1% 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———————
PICKNo price data for this ticker———————
DBANo price data for this ticker———————
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKE+3.08%+1.98%baseafter closeafter 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.

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.

Who Put Tariffs in My ($20!) Burrito? The Daily Economy

Source: The Daily Economy

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

CompanyWhenMoveStatus
Nike (NKE)three days earlier+1.98%final price
Nike (NKE)five days earlier+3.08%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

    For “Who Put Tariffs in My ($20!) Burrito?,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. 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 “Who Put Tariffs in My ($20!) Burrito?,” 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

  • CAT Caterpillar

    In “Who Put Tariffs in My ($20!) Burrito?,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. 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 “Who Put Tariffs in My ($20!) Burrito?,” 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 29 Oct 2026 story “Who Put Tariffs in My ($20!) Burrito?.” 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

    For “Who Put Tariffs in My ($20!) Burrito?,” 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 “Who Put Tariffs in My ($20!) Burrito?” reaches Select Sector Spdr Tr (XLI)

On 29 Oct 2026, “Who Put Tariffs in My ($20!) Burrito?” is the story that connects Select Sector Spdr Tr (XLI) to 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

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

The price range for Select Sector Spdr Tr (XLI), and the dates in the story

CAT traded between 679.58 and 876.39 across 20 sessions. The latest close on file is 714.89. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 168.51. XRT traded between 83.12 and 85.33 across 1 sessions. The latest close on file is 83.23.

What the saved facts support for Select Sector Spdr Tr (XLI)

46 out of 100

“Who Put Tariffs in My ($20!) Burrito?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.