Ambassador Greer Joins the FT News Briefing Podcast with the Financial Times’ Aime Williams

USTR noticePublished 09/09Open the original

Summary

Ambassador Greer says America First trade policy is reviving manufacturing and supply chains. He says the US is discussing balanced trade in non-sensitive goods with China and says talks with Canada have stalled because of retaliation.

By industry

Tariffs & Reshoring1 trading day−0.4%p15 stocks5 trading days−5.9%p15 stocks
“Tariffs are Supercharging American Manufacturing”
Semiconductors & CHIPS Act1 trading day+0.9%p15 stocks5 trading days−3.8%p15 stocks
“trade between us, imports and exports that are non-sensitive”

Day by day after the announcement

Tariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
Day	Tariffs & Reshoring stocks	S&P 500
26/09/08	0.0%	0.0%
26/09/09	−0.8%	−0.4%
26/09/10	−3.5%	−1.0%
26/09/11	−3.5%	−0.2%
26/09/14	−7.0%	−0.6%
26/09/15	−6.9%	−1.0%
26/09/16	−6.2%	−1.2%
26/09/17	−5.0%	−0.5%
26/09/18	−7.4%	−0.4%
26/09/21	−8.1%	+1.0%
26/09/22	−6.6%	+1.0%
26/09/23	−7.0%	+0.3%
26/09/24	−7.5%	+0.1%
26/09/25	−7.7%	+0.7%
26/09/28	−8.9%	−0.1%
26/09/29	−10.3%	−0.1%
26/09/30	−10.6%	−0.2%
26/10/01	−9.4%	−0.2%

Korean stocks in these industries

Hyundai Steel 004020
POSCO Holdings 005490
SeAH Steel Holdings 003030
Samsung Electronics 005930
SK hynix 000660
SKC 011790

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Cory BookerSenator · Democrat · NJ
Full saleNvidia
Full sale
Nvidia
NVDA
$15K–$50K
Spouse
$15K–$50K
Reported 09/09
Traded 08/11
Sheldon WhitehouseSenator · Democrat · RI
Partial saleNvidia
Partial sale
Nvidia
NVDA
$15K–$50K
Self
$15K–$50K
Reported 09/02
Traded 08/13
Sheldon WhitehouseSenator · Democrat · RI
Partial saleNvidia
Partial sale
Nvidia
NVDA
$1K–$15K
Spouse
$1K–$15K
Reported 09/02
Traded 08/13
Timothy S. TeterEVP, General Counsel and Sec
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$3M
13,478 sh
$3M
Filed 09/23
Traded 09/21
Timothy S. TeterEVP, General Counsel and Sec
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$2.8M
12,483 sh
$2.8M
Filed 09/23
Traded 09/21
Cristiano R. AmonPresident & CEO
Sell10b5-1 planQualcomm
Sell10b5-1 plan
Qualcomm
QCOM
$2M
10,000 sh
$2M
Filed 09/25
Traded 09/25
Cristiano R. AmonPresident & CEO
Sell10b5-1 planQualcomm
Sell10b5-1 plan
Qualcomm
QCOM
$2M
10,000 sh
$2M
Filed 09/23
Traded 09/21
Timothy S. TeterEVP, General Counsel and Sec
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$1M
4,499 sh
$1M
Filed 09/23
Traded 09/21
Sheldon WhitehouseSenator · Democrat · RI
Partial saleLam Research
Partial sale
Lam Research
LRCX
$1K–$15K
Spouse
$1K–$15K
Reported 09/02
Traded 08/13
Richard C. Puccio Jr.CFO
Sell10b5-1 planAnalog Devices
Sell10b5-1 plan
Analog Devices
ADI
$573.3K
1,500 sh
$573.3K
Filed 09/23
Traded 09/22
Sheldon WhitehouseSenator · Democrat · RI
Partial saleAnalog Devices
Partial sale
Analog Devices
ADI
$1K–$15K
Spouse
$1K–$15K
Reported 10/01
Traded 09/04
Gilbert CisnerosRepresentative · Democrat · CA
Partial saleNvidia
Partial sale
Nvidia
NVDA
$1K–$15K
Self
$1K–$15K
Reported 09/10
Traded 08/18
John J. McGuire IIIRepresentative · Republican · VA
BuyNvidia
Buy
Nvidia
NVDA
$1K–$15K
Spouse
$1K–$15K
Reported 09/02
Traded 08/18
Gilbert CisnerosRepresentative · Democrat · CA
Partial saleAdvanced Micro Devices
Partial sale
Advanced Micro Devices
AMD
$1K–$15K
Self
$1K–$15K
Reported 09/10
Traded 08/18
Timothy J. HarrisSenior VP and CDIO
Sell10b5-1 planAti
Sell10b5-1 plan
Ati
ATI
$1.7M
9,000 sh
$1.7M
Filed 09/23
Traded 09/21
Sudhir GopalswamyGroup President, AMG & ISG
Sell10b5-1 planOn Semiconductor
Sell10b5-1 plan
On Semiconductor
ON
$1.2M
15,578 sh
$1.2M
Filed 10/02
Traded 10/01
Maria SalazarRepresentative · Republican · FL
Full saleQualcomm
Full sale
Qualcomm
QCOM
$1K–$15K
Self
$1K–$15K
Reported 09/09
Traded 08/19
Maria SalazarRepresentative · Republican · FL
Full saleQualcomm
Full sale
Qualcomm
QCOM
$1K–$15K
Self
$1K–$15K
Reported 09/09
Traded 08/12
Patricia Y. GrechSVP, Chief Accounting Officer
Sell10b5-1 planQualcomm
Sell10b5-1 plan
Qualcomm
QCOM
$18.3K
98 sh
$18.3K
Filed 10/02
Traded 10/02
Pradheepa RamanChief People Officer
Sell10b5-1 planGlobalfoundries
Sell10b5-1 plan
Globalfoundries
GFS
$104.7K
2,145 sh
$104.7K
Filed 09/29
Traded 09/28