Geopolitics Alpha

Tariffs & trade war: news and affected stocks

Tariffs are taxes on imports. They raise costs for importers and can protect domestic producers. This page follows tariff news and the companies that import, export or compete with tariffed goods.

Key tickers

Latest tariffs & trade war news

Congressional trades in these tickers

MemberTickerSideAmountTradedFiledSource
Jonathan Jackson (D)WMTsell$50,001 - $100,0002026-09-282026-10-19Filing
Lisa McClain (R)CATbuy$1,001 - $15,0002026-09-282026-10-12Filing
Donald J TrumpWMTsell$50,001 - $100,0002026-08-282026-10-08Filing
Donald J TrumpAAPLsell$1,001 - $15,0002026-08-242026-10-08Filing
Donald J TrumpWMTsell$1,001 - $15,0002026-08-242026-10-08Filing
Donald J TrumpWMTbuy$500,001 - $1,000,0002024-08-212026-10-08Filing
Rohit Khanna (D)WMTbuy$1,001 - $15,0002026-09-252026-10-07Filing
Rohit Khanna (D)WMTsell$15,001 - $50,0002026-09-112026-10-07Filing
Rohit Khanna (D)WMTbuy$1,001 - $15,0002026-09-042026-10-07Filing
Rohit Khanna (D)AAPLsell$1,001 - $15,0002026-09-042026-10-07Filing
Cleo Fields (D)AAPLbuy$1,001 - $15,0002026-09-082026-10-01Filing
Kevin Hern (R)AAPLsell$1,001 - $15,0002026-09-082026-09-25Filing
Kevin Hern (R)Fsell$1,001 - $15,0002026-08-312026-09-25Filing
Kevin Hern (R)WMTsell$1,001 - $15,0002026-08-272026-09-25Filing
Pete Sessions (R)AAPLsell$100,001 - $250,0002026-09-222026-09-22Filing

Frequently asked questions

Who pays a tariff?

The importer pays the tariff at the border. Part of the cost is often passed to customers through higher prices.

Which stocks are hurt by tariffs?

Retailers, carmakers and manufacturers that import parts tend to be hurt. Domestic producers of the tariffed goods can benefit.

How fast do markets react to tariff news?

Usually the same day for large announcements. Our price-reaction tables show moves on the trading days around each report.