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 8dIssued May 5, 2026

    Promoting Efficiency, Accountability, and Performance in Federal Contracting

    Federal Procurement Policy Administrator proposes FAR amendments and develops training program

    MixedUncertain
    EO 144027/10Quiet signalProcurementDefenseAeroTechIndustrialUS
    MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace
  3. in 42dIssued Apr 9, 2026

    Sequestration Order for Fiscal Year 2027 Pursuant to Section 251A of the Balanced Budget and Emergency Deficit Control Act, as Amended

    Sequestration reductions take effect for FY2027

    AdverseUncertain
    Order8/10Quiet signalQuotaDefensePharmaAgIndustrialUS
    MMM3MAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillarCTVACortevaDEDeere
  4. 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
  5. in 134dIssued Aug 5, 2025

    Adjusting Imports of Copper Into the United States

    Potential 15% phased universal tariff on refined copper (contingent on Secretary's 2026 review)

    ProtectiveAdverseMixedUncertain
    Proc 109628/10Quiet signalTariffQuotaBan / prohibitionMetalsAutosDefenseOil/gasMineralsIndustrialUSCNUKOTHER
    MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy
  6. in 137dIssued Jun 11, 2025

    Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144

    FAR IoT Cyber Trust Mark labeling effective for federal vendors

    ProtectiveMixedUncertain
    EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTechSemiDefenseIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
  7. in 138dIssued Jul 15, 2026

    Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States

    Update to President on negotiation progress

    AdverseMixedUncertain
    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  8. in 138dIssued Jul 15, 2026

    Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States

    Deadline after which President may consider alternative remedies if no agreement reached

    AdverseMixedUncertain
    Proc 110406/10Quiet signalTariffQuotaLicensingAeroDefenseMetalsAutosUSEUJPCA
    EADSYAirbusAAAlcoaBABoeingCENXCentury AluminumCLFCleveland-CliffsFFordGEGE AerospaceGDGeneral Dynamics
  9. in 1231dIssued Jun 11, 2025

    Sustaining Select Efforts To Strengthen the Nation's Cybersecurity and Amending Executive Order 13694 and Executive Order 14144

    Agencies must support TLS 1.3 or successor

    ProtectiveMixedUncertain
    EO 143067/10Quiet signalProcurementLicensingSubsidy / incentiveTechSemiDefenseIndustrialUS
    MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar
Policy market alerts · Executive Orders