ExecutiveOrdersEO

Policy → market

Market alerts

Not financial advice

Commercial cliffs from presidential documents — role pressure, mechanisms, and a curated issuer watchlist. Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

How this works
  1. Cliff vs glide — dates that change market access differ from multi-year programs.
  2. Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
  3. Named issuers — curated watchlist only.
  4. Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.
Clear
  1. in 19dIssued Sep 17, 2025

    Presidential Determination on Major Drug Transit or Major Illicit Drug Producing Countries for Fiscal Year 2026

    Expected additional aggressive Mexican efforts against cartels

    AdverseMixed
    Det 2025-126/10Quiet signalTariffBan / prohibitionChemPharmaLogisticsTechUSCNMX
    AAPLAppleBASFYBASFDACDanaosFDXFedExLYBLyondellBasellNVSNovartisNVDANVIDIAPFEPfizer
  2. in 153dIssued Jan 14, 2026

    Continuation of the National Emergencies With Respect to the Southern Border of the United States and Cartels and Other Transnational Organizations

    Proclamation 10886 and EO 14157 one-year continuation expires unless renewed

    AdverseMixed
    Notice6/10Quiet signalTariffBan / prohibitionAutosAgChemOil/gasPharmaLogisticsUSCAMXCN
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron
  3. in 165dIssued Jan 14, 2026

    Continuation of the National Emergencies With Respect to the Southern Border of the United States and Cartels and Other Transnational Organizations

    EO 14193, EO 14194, and EO 14195 one-year continuation expires unless renewed

    AdverseMixed
    Notice6/10Quiet signalTariffBan / prohibitionAutosAgChemOil/gasPharmaLogisticsUSCAMXCN
    MMM3MALBAlbemarleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillarLNGCheniere EnergyCVXChevron
Policy market alerts · Executive Orders