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 1dIssued Nov 28, 2025

    Launching the Genesis Mission

    Initial operating capability demonstration for at least one challenge

    ProtectiveAdverseMixedUncertain
    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  2. in 12dIssued Jun 10, 2026

    Strengthening Customs Enforcement

    Foreign exporter documentation requirement; revised mitigation standards; enhanced seizure/disposal; transparency measures

    ProtectiveAdverse
    EO 144118/10Quiet signalBan / prohibitionLicensingProcurementLogisticsTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyDACDanaosFDXFedExFCXFreeport-McMoRan
  3. in 32dIssued Sep 24, 2025

    Restriction on Entry of Certain Nonimmigrant Workers

    Restriction expires unless extended

    ProtectiveAdverse
    Proc 109738/10Ban / prohibitionLicensingTechIndustrialUSINCNOTHER
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
  4. in 86dIssued Nov 7, 2025

    Continuation of the National Emergency With Respect to the Proliferation of Weapons of Mass Destruction

    New expiration date of continued national emergency

    AdverseMixed
    Notice4/10Ban / prohibitionLicensingFinanceDefenseChemTechUSCNKRIN
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBACBank of AmericaBASFYBASFBLKBlackRockBABoeing
  5. in 96dIssued Nov 28, 2025

    Launching the Genesis Mission

    First annual report to President on Platform status, outcomes, and partnerships

    ProtectiveAdverseMixedUncertain
    EO 143638/10Quiet signalProcurementSubsidy / incentiveLicensingSemiTechDefenseMineralsOil/gasPharmaUSCNEUJP
    ALBAlbemarleGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomLNGCheniere Energy
  6. in 102dIssued Jun 10, 2026

    Strengthening Customs Enforcement

    IOR eligibility regulations; good standing requirement; IOR registry update; enhanced vetting procedures

    ProtectiveAdverse
    EO 144118/10Quiet signalBan / prohibitionLicensingProcurementLogisticsTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLNGCheniere EnergyDACDanaosFDXFedExFCXFreeport-McMoRan
  7. in 108dIssued Dec 10, 2025

    Addressing Security Risks From Price Fixing and Anti-Competitive Behavior in the Food Supply Chain

    Second joint congressional briefing on task force progress

    ProtectiveAdverseMixed
    EO 143646/10LicensingProcurementAgChemTechUSOTHER
    MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBASFYBASFBGBungeCATCaterpillar
  8. in 134dIssued Jul 23, 2026

    Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials

    Cease issuance of waivers under 10 U.S.C. 4872(c)(1) except as provided

    ProtectiveAdverseMixed
    EO 144158/10Quiet signalBan / prohibitionProcurementLicensingSubsidy / incentiveDefenseMineralsMetalsSemiAeroTechUSCNOTHER
    EADSYAirbusALBAlbemarleAAAlcoaGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeing
  9. Issued Dec 16, 2025

    Protecting American Investors From Foreign-Owned and Politically-Motivated Proxy Advisors

    This executive order directs the SEC, FTC, and Department of Labor to increase oversight of foreign-owned proxy advisors

    AdverseMixedUncertain
    EO 143667/10Quiet signalLicensingSubsidy / incentiveTechUSUKOTHER
    GOOGLAlphabetAAPLAppleQQQInvesco QQQ TrustMETAMeta PlatformsMSFTMicrosoftNVDANVIDIAORCLOracleSPYSPDR S&P 500 ETF
  10. Issued Feb 26, 2025

    Defending American Companies and Innovators From Overseas Extortion and Unfair Fines and Penalties

    This memorandum directs multiple agencies to investigate and counter foreign tax and regulatory practices—particularly d

    ProtectiveAdverseMixed
    Memo7/10Quiet signalTariffLicensingProcurementTechMetalsAutosAeroAgPharmaUSUKCAEU
    EADSYAirbusAAAlcoaGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillar
  11. Issued Mar 18, 2026

    Ensuring Truthful Advertising of Products Claiming To Be Made in America

    This executive order directs the FTC to prioritize enforcement against false "Made in America" claims, especially by for

    ProtectiveAdverseMixed
    EO 143925/10ProcurementLicensingTechIndustrialUSCNVNMX
    MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaHONHoneywellQQQInvesco QQQ Trust
Policy market alerts · Executive Orders