
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
- Cliff vs glide — dates that change market access differ from multi-year programs.
- Role pressure — protective / adverse / mixed for supply-chain roles (not a stock tip).
- Named issuers — curated watchlist only.
- Price window — optional EOD chart around issue and cliff dates; coincidence, not causation.
- in 7dIssued Jun 3, 2026
CDC and ACIP to review scientific assessment and clinical data and take appropriate steps to update schedule
MMM3MAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywellJNJJohnson & Johnson - in 8dIssued May 5, 2026
Promoting Efficiency, Accountability, and Performance in Federal Contracting
Federal Procurement Policy Administrator proposes FAR amendments and develops training program
MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleBABoeingCATCaterpillarFCXFreeport-McMoRanGEGE Aerospace - in 42dIssued Apr 9, 2026
Sequestration reductions take effect for FY2027
MMM3MAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillarCTVACortevaDEDeere - in 62dIssued Oct 20, 2025
Continued emergency authority expires unless renewed
MMM3MBACBank of AmericaBLKBlackRockCATCaterpillarFCXFreeport-McMoRanGEVGE VernovaGSGoldman SachsHONHoneywell - in 68dIssued Oct 20, 2025
Continuation of the National Emergency With Respect to the Democratic Republic of the Congo
Continued national emergency expires unless further extended
AAPLAppleDQDaqo New EnergySQMSQMVALEVale - in 80dIssued Aug 14, 2026
Delivering Gold Standard Childhood Vaccine Recommendations for Americans
HHS Task Force on Safer Childhood Vaccines presents plans to President through Assistant to the President for Domestic Policy
MMM3MGOOGLAlphabetAAPLAppleCATCaterpillarLLYEli LillyFCXFreeport-McMoRanGEVGE VernovaHONHoneywell - in 86dIssued Nov 7, 2025
Continuation of the National Emergency With Respect to Iran
Continued national emergency expires unless renewed again
MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips - in 87dIssued May 22, 2026
Restoring Integrity to America's Financial System
Treasury and federal functional regulators consideration of BSA customer identification program changes regarding foreign consular ID cards
MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarFFordFCXFreeport-McMoRanGEVGE Vernova - in 133dIssued May 22, 2026
To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes
AGOA duty-free treatment, regional apparel program, and third-country fabric program expiration
AAPLAppleADMArcher Daniels MidlandBGBungeTSNTyson Foods - in 133dIssued May 22, 2026
To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes
CBERA Haiti duty-free treatment and percentage limits expiration
AAPLAppleADMArcher Daniels MidlandBGBungeTSNTyson Foods - 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)
MMM3MALBAlbemarleAAAlcoaAAPLAppleBABoeingCATCaterpillarCENXCentury AluminumLNGCheniere Energy - in 137dIssued Jun 11, 2025
FAR IoT Cyber Trust Mark labeling effective for federal vendors
MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar - in 174dIssued Feb 6, 2026
Continuation of the National Emergency With Respect to the Situation in and in Relation to Burma
Continued national emergency expires unless extended again
MMM3MAAPLAppleBACBank of AmericaBLKBlackRockCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillips - in 235dIssued Apr 10, 2026
Continuation of the National Emergency With Respect to Somalia
Extended emergency expiration unless further continued
AAPLAppleDACDanaosFDXFedExSHELShellTSLATeslaUPSUPSZTOZTO Express - in 344dIssued Jul 29, 2026
Continuation of the National Emergency With Respect to Brazil
Continued emergency expires unless extended again
AAPLAppleADMArcher Daniels MidlandBGBungeNVDANVIDIASHELShellTSLATeslaTSNTyson Foods - in 1231dIssued Jun 11, 2025
Agencies must support TLS 1.3 or successor
MMM3MGOOGLAlphabetAAPLAppleAMATApplied MaterialsASMLASMLBABoeingAVGOBroadcomCATCaterpillar - 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
AAPLAppleDACDanaosFDXFedExNVDANVIDIAUPSUPSZTOZTO Express - Issued Dec 23, 2025
Increasing Medical Marijuana and Cannabidiol Research
This executive order directs the Attorney General to expedite rescheduling marijuana from Schedule I to Schedule III of
MMM3MAAPLAppleADMArcher Daniels MidlandBGBungeCATCaterpillarCTVACortevaLLYEli LillyFCXFreeport-McMoRan - Issued Dec 16, 2025
This Presidential Permit authorizes the General Services Administration to modernize, expand, and continue operating the
MMM3MAAPLAppleCATCaterpillarLNGCheniere EnergyFDXFedExFCXFreeport-McMoRanGEVGE VernovaHONHoneywell - Issued Apr 18, 2025
Restoring Common Sense to Federal Office Space Management
This order revokes two prior executive orders (Carter's EO 12072 and Clinton's EO 13006) that required federal agencies
AAPLApple - Issued Mar 25, 2026
This executive order directs the Commerce Secretary and FCC Chairman to coordinate with college football organizations a
AAPLAppleNVDANVIDIA