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Tariffs and Trade News Today
Every Tariffs and Trade headline we timestamp, with the price move measured one minute and fifteen minutes after it crossed the tape.
Our analysis
Trump Declares 50% Tariffs on Canadian Cars and Steel. The Market Moved 0.03%.
The announced numbers were enormous; the repriced ones were nearly zero. A measured afternoon in a negotiation the market has learned to discount.
Mexico's Auto-Tariff Counterproposal Would Turn a Cliff Into a Slope
Reported on August 13, 2026: Mexico wants U.S. tariffs on North American vehicles applied only to the value of parts made outside North America, rather than …
Generic Drugs Are Tariff-Free Right Now. In Two Years, the Tariff Jumps to 100% — Then 200%
President Trump announced that generic drug imports will carry a 0% tariff through July 2028, then jump to 100% for a year, then to 200% after …
Trump Hit Canada With a 50% Tariff After a Fight Over Wildfire Smoke — Then Denied That's Why
The White House imposed an additional 50% tariff on a list of Canadian goods, effective 12:01 a.m. ET on August 19, 2026, after President Trump publicly …
Under Armour's Margin Jumped 590 Basis Points — From a Tariff Refund, Not the Turnaround. Guidance Got Cut Anyway
Under Armour reported fiscal Q1 2027 revenue of $1.10 billion, down 3% year over year, with North America falling 9% while international grew 5%. Gross margin …
First Solar Doesn't Use Polysilicon. Trump's Polysilicon Tariff Still Sent Its Stock Up 5%
Trump's 15% tariff and price floors on polysilicon, announced August 2026, target the raw material used in most solar panels — but First Solar's thin-film panels …
Why Is First Solar (FSLR) Stock Moving Today? A Tariff on a Material It Doesn't Even Use Just Helped It Anyway
Trump's new 15% tariff and price floors on polysilicon target the material used in most solar panels — but First Solar's thin-film panels don't use polysilicon …
Trump Imposed a 15% Tariff and Price Floors on Polysilicon — the Material Behind Both Solar Panels and Computer Chips
The Trump administration announced a 15% tariff plus minimum import prices on polysilicon and its derivatives — wafers, cells, and solar modules — following a year-long …
Why Is Commercial Vehicle Group Stock Up Today?
A guidance raise built on margin expansion even as the company actively recovers real tariff costs through pricing.
Why Is Shoals Technologies Stock Down Today?
A beat on both lines and a record backlog, undone by gross margin erosion and a named tariff risk.
Why Is W.W. Grainger Stock Down Today?
Grainger beat and raised guidance — and fell 5% anyway, because part of the raise was the same tariff-refund tailwind that inflated Dorman's numbers this earnings …