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. Issued Mar 6, 2025

    Amendment to Duties To Address the Flow of Illicit Drugs Across Our Northern Border

    This executive order amends EO 14193 to preserve duty-free de minimis treatment for goods from Canada and Mexico covered

    MixedUncertain
    EO 142266/10Quiet signalTariffLicensingLogisticsTechIndustrialUSCAMX
    AAPLAppleDACDanaosFDXFedExNVDANVIDIAUPSUPSZTOZTO Express
  2. Issued Dec 16, 2025

    Authorizing the General Services Administration To Modernize, Expand, and Continue To Operate and Maintain a Pedestrian and Vehicular International Border Crossing at the Lan Luis I Land Port of Entry

    This Presidential Permit authorizes the General Services Administration to modernize, expand, and continue operating the

    MixedUncertain
    Other5/10ProcurementLogisticsIndustrialUSMX
    MMM3MAAPLAppleCATCaterpillarLNGCheniere EnergyFDXFedExFCXFreeport-McMoRanGEVGE VernovaHONHoneywell
Policy market alerts · Executive Orders