Truth Social post of January 21, 2026
PostTariff cut or exemptionPublished 01/21Open the original
Summary
President Trump says a productive meeting with NATO Secretary General Rutte produced a framework deal on Greenland and the Arctic, so he will not impose the tariffs scheduled for February 1st, with Golden Dome discussions related to Greenland also ongoing.
By industry
- Tariffs & Reshoring1 trading day+1.0%p15 stocks5 trading days−2.7%p15 stocks20 trading days+2.9%p15 stocks
- Defense1 trading day−0.8%p15 stocks5 trading days−2.7%p15 stocks20 trading days−6.1%p15 stocks
Day by day after the announcement
| Day | Tariffs & Reshoring stocks | S&P 500 |
|---|---|---|
| 26/01/20 | 0.0% | 0.0% |
| 26/01/21 | +2.3% | +1.3% |
| 26/01/22 | +2.3% | +1.5% |
| 26/01/23 | +2.1% | +1.5% |
| 26/01/26 | −0.8% | +2.1% |
| 26/01/27 | −0.1% | +2.6% |
| 26/01/28 | −1.3% | +2.4% |
| 26/01/29 | −0.1% | +2.4% |
| 26/01/30 | −1.4% | +2.0% |
| 26/02/02 | +1.0% | +2.6% |
| 26/02/03 | +5.1% | +1.6% |
| 26/02/04 | +6.0% | +1.4% |
| 26/02/05 | +4.0% | −0.8% |
| 26/02/06 | +8.7% | +1.8% |
| 26/02/09 | +8.8% | +2.4% |
| 26/02/10 | +7.9% | +2.3% |
| 26/02/11 | +9.9% | +2.1% |
| 26/02/12 | +6.2% | +0.7% |
| 26/02/13 | +5.1% | +0.5% |
| 26/02/17 | +3.9% | +0.7% |
| 26/02/18 | +4.0% | +1.2% |
Korean stocks in these industries
- Hyundai Steel 004020
- POSCO Holdings 005490
- SeAH Steel Holdings 003030
- Hanwha Aerospace 012450
- Korea Aerospace Industries 047810
- LIG Defense & Aerospace 079550
- Hyundai Rotem 064350
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
- Vincent P. DiFronzo
BuyScience Applications International
BuyScience Applications International
SAIC
$15.4K
150 sh
$15.4K
Filed 01/06
Traded 25/12/23
- Christopher T. Calio
SellRTX
SellRTX
RTX
$10.4M
51,107 sh
$10.4M
Filed 02/23
Traded 02/19
- Scott J. Kelly
BuyWorthington Steel
BuyWorthington Steel
WS
$273.8K
7,000 sh
$273.8K
Filed 01/29
Traded 01/27
- Edilson Camara
BuyCleveland-Cliffs
BuyCleveland-Cliffs
CLF
$199.6K
19,700 sh
$199.6K
Filed 02/13
Traded 02/13
- Neil G. Mitchill Jr.
SellRTX
SellRTX
RTX
$4.8M
23,531 sh
$4.8M
Filed 02/23
Traded 02/19
- Dennis V. Arriola
BuyCommercial Metals
BuyCommercial Metals
CMC
$149.4K
2,000 sh
$149.4K
Filed 01/22
Traded 01/20
- Lourenco Goncalves
SellCleveland-Cliffs
SellCleveland-Cliffs
CLF
$37.3M
3,000,000 sh
$37.3M
Filed 02/11
Traded 02/11
- Jon J. Bowsher
BuyWorthington Steel
BuyWorthington Steel
WS
$100.4K
2,500 sh
$100.4K
Filed 02/03
Traded 01/30
- Christopher T. Calio
SellRTX
SellRTX
RTX
$2.3M
11,420 sh
$2.3M
Filed 02/23
Traded 02/19
- Neil G. Mitchill Jr.
SellRTX
SellRTX
RTX
$1.3M
6,303 sh
$1.3M
Filed 02/23
Traded 02/19
- Scott C. Donnelly
SellTextron
SellTextron
TXT
$12.8M
130,168 sh
$12.8M
Filed 02/18
Traded 02/13
- Neil G. Mitchill Jr.
SellRTX
SellRTX
RTX
$1.2M
5,921 sh
$1.2M
Filed 02/23
Traded 02/19
- Scott C. Donnelly
SellTextron
SellTextron
TXT
$8.8M
89,229 sh
$8.8M
Filed 02/18
Traded 02/13
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$4.1M
5,734 sh
$4.1M
Filed 02/10
Traded 02/06
- Shane G. Eddy
SellRTX
SellRTX
RTX
$3.5M
17,527 sh
$3.5M
Filed 02/13
Traded 02/12
- Kathy J. Warden
SellNorthrop Grumman
SellNorthrop Grumman
NOC
$3.3M
4,695 sh
$3.3M
Filed 02/10
Traded 02/06
- Jana Partners Management
SellMercury Systems
SellMercury Systems
MRCY
$32.4M
400,000 sh
$32.4M
Filed 02/11
Traded 02/09
- Srinivas Attili
BuyScience Applications International
BuyScience Applications International
SAIC
$10.1K
100 sh
$10.1K
Filed 01/02
Traded 25/12/31
- Julia Letlow
BuyBoeing
BuyBoeing
BA
$1K–$15K
Self
$1K–$15K
Reported 03/12
Traded 02/02
- Ramsaran Maharajh
SellRTX
SellRTX
RTX
$3.1M
15,124 sh
$3.1M
Filed 02/23
Traded 02/19