Trump
39 articles tagged trump
Policy Pulse - Trump/US - 04 Sep 2026
Hot Aug jobs report (+162K vs 53K est) lifts Sept rate-hike odds to 63% - stocks open lower, yields jump. SNOW +17% and PLTR +8% keep software bid. Brent eases to ~USD 95; BUY XOM, SELL DAL.
Policy Pulse - Trump/US - 03 Sep 2026
Section 232 drone tariffs (up to 100%) take effect Sep 3 - BUY RCAT, AVAV, KTOS. Brent tops USD 97 intraday USD 99; Fed hike odds slide to 54%. SELL DAL, UAL.
Policy Pulse - Trump/US - 02 Sep 2026
Brent tops $95 on Day 187 of the Iran war as US strikes IRGC targets; bond rout lifts 10-yr to 4.8%. BUY XOM, CVX, HAL, SLB; SELL DAL, UAL. Fed hike odds 68%.
Policy Pulse - Trump/US - 01 Sep 2026
Brent tops $92 as US-Iran fighting resumes (Day 186); supertankers struck in Hormuz. BUY XOM, CVX, HAL; SELL DAL, UAL. Fed Sep 16 hike bets, DJT -3%.
Policy Pulse - Trump/US - 28 Aug 2026
Trump disclosed 1000+ trades in June including LMT, NOC, GD, RTX, PLTR, NFLX, DIS. Also signed Lake America EO amid Canada trade war.
Policy Pulse — Trump/US — 27 Aug 2026
Trump oil/gas trades during Iran war: XOM, CVX, COP active; $500K-$1M XOM sold pre-ceasefire. Holdings up 39% ($4.6M-$15.5M gain).
Policy Pulse — Modi & Trump — 19-20 Aug 2026
Trump pauses 50% Canada tariffs (Section 338), Modi appeals for economic self-reliance, SEBI modifies disclosure framework, RBI MPC minutes signal possible rate hike
Policy Pulse — Trump/US — 17 Aug 2026
Crude climbs ~1.1% to ~$89.50 on the indefinite Hormuz blockade; July retail sales -0.6% pulls yields off highs ahead of Wednesday FOMC minutes — BUY XOM/CVX/OXY, SELL DAL/UAL/CCL; AI rally pauses
Policy Pulse — Trump / US — 14 Aug 2026
US threatens an indefinite Hormuz blockade; oil jumps ~2% toward a 6% weekly gain (Brent ~87-88, IEA cuts supply 4.3M bpd) — BUY XOM/CVX/OXY, SELL DAL/UAL/CCL; S&P pauses near record
Policy Pulse — Trump / US — 13 Aug 2026
AI rally carries US stocks toward records as oil eases (Brent ~87.7); Truth API hit by a First-Amendment lawsuit; S&P near record, Nasdaq 100 +1.2%
Policy Pulse — Trump / US — 12 Aug 2026
In-line July CPI (3.4%) keeps the Fed at bay and re-ignites the AI rally (CoreWeave +18%, Super Micro); Hormuz holds crude near $89; no new Trump trades
Policy Pulse — Trump / US — 11 Aug 2026
Trump Media posts 238M Q2 loss as its crypto bet backfires, but Truth API lands 10+ paying HFT clients (60-100K/mo) and BTC treasury tops 900M; Trump 'low-keying it' on Iran keeps crude near 90
Policy Pulse — Trump / US — 10 Aug 2026
Trump's historic mining roundtable (Aug 7) pumps over 3B into rare earth, magnets, and battery supply chains; US rare-earth complex rallies (USAR +11%, MP up)
Policy Pulse — Trump / US — 07 Aug 2026
Trump signs Section 232 tariffs + price floors on polysilicon (15% on derivatives, effective Dec 4). First Solar (FSLR) the clear winner; US solar manufacturing structurally repriced vs China.
Policy Pulse — Trump / US — 06 Aug 2026
Hormuz draft deal finalized; Trump says deal near, but US position unclear and oil rebounded (two-way). S&P record 7,736.52, Dow first close above 54,000. NVDA up on SpaceX AI deal. Energy/airlines now event-driven.
Policy Pulse — Trump / US — 05 Aug 2026
Trump says Hormuz-reopening deal could come as early as Wednesday; Brent <$80. US stocks at records (S&P 500 7,736, Amazon >$3T). SELL energy (XOM, OXY, USO), BUY airlines/cruises (DAL, CCL, WMT).
Policy Pulse — Global — 04 Aug 2026
Hormuz talks stall, oil rebounds 1.4% (Brent ~5), India consolidates (Nifty -159 to 24,615) ahead of RBI Aug 5. Q1 earnings Ather +14%, BSE +62% drive select moves.
Policy Pulse — Trump / US — 04 Aug 2026
Trump Media (DJT) -4% on 0M Q2 loss and delayed crypto-ETF; Trump warns Iran talks are 'last chance' as oil rebounds 1.4%. DJT Hold, energy bounces (XOM), airlines dip (DAL).
Policy Pulse — Global — 03 Aug 2026
US-Iran de-escalation crashes crude 6%. India rallies: refiners (BPCL, HPCL, IOC), airlines (INDIGO), gas pure. US energy sells off (XOM, CVX); airlines gain.
Policy Pulse — Trump / US — 03 Aug 2026
Trump cancels Iran strike, opens Hormuz talks — oil crashes ~6%. SELL energy (XOM, CVX, OXY), BUY airlines/cruises (DAL, UAL, CCL) and consumer.
Policy Pulse — Trump/US — 28 Jul 2026
Trump Media's Truth API launches Aug 1 (DJT catalyst); KOSPI -10.8% on China DUV chip fears triggers AI rotation to software (GOOGL, MSFT); Iran ceasefire holds easing oil — BUY DAL, UAL, CCL. Full stock impact analysis inside.
Policy Pulse — Trump/US — 27 Jul 2026
US-Iran war pause holds — oil crashes 7%, S&P 500 rallies 1%. Brent at 85. Airlines/cruises reverse to BUY. Defence stocks dial back to HOLD. Fed week + Big Tech earnings in focus. Trump meets Netanyahu tomorrow on Iran trajectory.
Policy Pulse — Trump/US — 24 Jul 2026
Section 122 expires, replaced by Section 301 (10-12.5%) forced labor tariffs on 60 economies. Iran tariff EO signed. Hormuz crisis deepens — oil above $100. Generic drug tariff timeline begins. Stock impact: BUY oil/defence/retail, SELL airlines/cruises/generic pharma.
Policy Pulse — Trump/US Watch — 23 Jul 2026
Section 122 tariff expires TOMORROW (Jul 24) — USTR missed replacement deadline, Wyden bill to repeal. Hormuz 12th night, Brent near 8. Generic drug tariff structural overhang continues. US retailers (WMT, TGT, COST, AMZN) biggest beneficiaries of Section 122 expiry.
Policy Pulse — Trump/US Watch — 22 Jul 2026
Trump escalates Hormuz (threatens Iranian infrastructure), announces generic drug tariff timeline (0%→100%→200%), unveils B Genesis AI Mission. Oil, defence, branded pharma gain; airlines, generic pharma under pressure.
Policy Pulse — Trump/US Watch — 21 Jul 2026
Trump's portfolio beats S&P (37.3% vs 23.5%); Canada slapped with 50% Section 338 tariffs on autos/booze/dairy; Defense Supply Chain EO cuts China waivers. Section 122 expiry in 3 days. Impact: 🟢 BUY GOOGL, AAPL, NVDA, PLTR, XOM, WMT, TGT, MP | 🔴 SELL DAL, UAL, STLA
Policy Pulse — Trump — 20 Jul 2026
🔴 Iran war escalation: 9th night of US strikes, Brent breaks 0, Houthis blockade Saudi ports. 📅 Section 122 tariff expires Jul 24 in 4 days. Impact: 🟢 BUY XOM, CVX, OXY, WMT, TGT | 🔴 SELL DAL, UAL, AAL
Policy Pulse — Trump/US — 17 Jul 2026
Section 122 tariff expires Jul 24 (7 days) — buy WMT, TGT, COST, AMZN, HD, LOW. Strait of Hormuz escalates — buy XOM, CVX, OXY; sell DAL, UAL, AAL, CCL, RCL. USTR Section 301 deadline Jul 20.
Policy Pulse — Trump/US — 16 Jul 2026
Section 122 tariff expiry (Jul 24) just 8 days away — buy WMT, TGT, COST on import relief. Strait of Hormuz oil crisis intensifies — buy XOM, CVX, OXY, sell DAL, UAL, CCL.
Policy Pulse — Trump — 15 Jul 2026
Trump primetime address July 16 + Section 122 tariff expiry July 24 + pharma onshoring deadline July 31 create 9-day policy window — XOM, LLY, BA positioned for key outcomes.
Policy Pulse — Trump — 14 Jul 2026
Trump's $81B tariff refunds and new exemption EO signal shifting trade stance — tailwinds for mega-cap importers (AAPL, MSFT, LLY), crypto platforms (COIN, MSTR), and energy (XOM).
Policy Pulse — Trump — 13 Jul 2026
Trump signs aircraft Section 232 EO boosting US aerospace (BA, GE, RTX). Says US will get 'paid to guard' Strait of Hormuz — oil stocks up, airlines down. Crypto disclosure analyzed: .4B income invested in mega-cap tech (GOOGL, AAPL, NVDA, AVGO).
Policy Pulse — Trump — 10 Jul 2026
Trump's portfolio beats S&P 500 with 37.3% return; top holdings GOOGL, AAPL, NVDA, AVGO. Brokers bought $10M-$24M in defence stocks. Aircraft Section 232 probe launched. Spain trade threat via IEEPA escalates. USMCA non-renewed. AI E.O. 14409 signed.
Policy Pulse — Trump — 09 Jul 2026
Trump's brokers bought 0M-4M in defence stocks (Palantir, Lockheed Martin, GD). Iran MoU declared 'over' — oil surges to 8. Trump Accounts launch with 0B expected inflow. India defends against Section 301 tariffs on Day 3 of USTR hearings.
Policy Pulse — Trump — 08 Jul 2026
Trump's 2025 financial disclosure reveals 327 stock purchases worth 2.8M the day before his tariff pause — including AAPL, MSFT, NVDA, AMZN, GOOGL. Plus: Trump Accounts launch, Section 301 forced labour hearings targeting India.
Policy Pulse — Trump — 07 Jul 2026
Section 122 tariffs expire Jul 24; Section 301 hearings begin. Trump 2025 disclosure shows 21K+ trades, $1.4B crypto, $5-25M buys in AAPL, NVDA, MSFT. USMCA not renewed. Stock impact: AAPL, NVDA, MSFT buy signals; DJT sell.
Policy Pulse — Trump / US — 03 Jul 2026
Trump 927-page financial disclosure reveals 21,000+ securities trades in Year 1, 327 stock purchases day before tariff pause, and $1-5M buys in AAPL, MSFT, NVDA, AMZN, META, AVGO on AI Action Plan day — signal for mega-cap tech.
Policy Pulse — Trump / US — 02 Jul 2026
USMCA not renewed → F, GM, STLA sell; NUE, X, CLF buy (domestic steel). USTR Section 301 forced labor tariff hearings Jul 7 → WMT, TGT sell (import exposure). LNG permits fast-tracked → LNG, XOM, KMI buy. US stocks only analysis.
Policy Pulse — Trump / US — 01 Jul 2026
USMCA threat → F, GM sell; NUE, X, CLF buy. SC birthright citizenship → MSFT, AAPL moderate risk; PLTR benefits. Fed hawkish → JPM, GS buy; PLTR sell. US stocks only — this is a US policy analysis.