Truth Social post of July 31, 2025
PostTrade dealPublished 25/07/31Open the original
Summary
President Trump says he agreed with Mexican President Sheinbaum to extend the same tariff terms for another 90 days, with Mexico continuing to pay 25% fentanyl and auto tariffs and 50% steel/aluminum/copper tariffs while immediately ending its non-tariff trade barriers.
By industry
- Tariffs & Reshoring1 trading day−1.9%p15 stocks5 trading days−4.2%p15 stocks20 trading days+0.7%p15 stocks
- Immigration & Border1 trading day+0.5%p15 stocks5 trading days+3.6%p15 stocks20 trading days+3.9%p15 stocks
Day by day after the announcement
| Day | Tariffs & Reshoring stocks | S&P 500 |
|---|---|---|
| 25/07/30 | 0.0% | 0.0% |
| 25/07/31 | −2.8% | −0.8% |
| 25/08/01 | −5.3% | −2.5% |
| 25/08/04 | −5.6% | −0.8% |
| 25/08/05 | −4.1% | −1.5% |
| 25/08/06 | −5.0% | −0.7% |
| 25/08/07 | −4.4% | −0.7% |
| 25/08/08 | −3.7% | +0.1% |
| 25/08/11 | −4.3% | −0.3% |
| 25/08/12 | −0.7% | +0.8% |
| 25/08/13 | +1.7% | +1.1% |
| 25/08/14 | +0.6% | +1.2% |
| 25/08/15 | −1.0% | +0.9% |
| 25/08/18 | −1.7% | +0.9% |
| 25/08/19 | −1.1% | +0.4% |
| 25/08/20 | −2.4% | +0.1% |
| 25/08/21 | −2.3% | −0.2% |
| 25/08/22 | +1.6% | +1.3% |
| 25/08/25 | +1.4% | +0.9% |
| 25/08/26 | +1.9% | +1.3% |
| 25/08/27 | +2.0% | +1.3% |
Korean stocks in these industries
- Hyundai Steel 004020
- POSCO Holdings 005490
- SeAH Steel Holdings 003030
- Hyundai Motor Company 005380
- LG Energy Solution 373220
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$15M
96,285 sh
$15M
Filed 25/08/22
Traded 25/08/21
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$12.2M
78,440 sh
$12.2M
Filed 25/08/22
Traded 25/08/21
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$7.8M
50,567 sh
$7.8M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$4.6M
30,194 sh
$4.6M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$4.4M
28,379 sh
$4.4M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$2.6M
17,574 sh
$2.6M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$2.4M
16,069 sh
$2.4M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$2.2M
14,439 sh
$2.2M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$2M
12,766 sh
$2M
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$2M
12,837 sh
$2M
Filed 25/08/22
Traded 25/08/20
- Mortimer J. Buckley
BuyBoeing
BuyBoeing
BA
$497.4K
2,200 sh
$497.4K
Filed 25/08/21
Traded 25/08/19
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$1.5M
9,614 sh
$1.5M
Filed 25/08/22
Traded 25/08/21
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$1.4M
9,527 sh
$1.4M
Filed 25/08/22
Traded 25/08/20
- Stephen Andrew Cohen
SellPalantir Technologies
SellPalantir Technologies
PLTR
$12.9M
82,824 sh
$12.9M
Filed 25/08/22
Traded 25/08/21
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$1.1M
7,521 sh
$1.1M
Filed 25/08/22
Traded 25/08/20
- Stephen Andrew Cohen
SellPalantir Technologies
SellPalantir Technologies
PLTR
$10.5M
67,474 sh
$10.5M
Filed 25/08/22
Traded 25/08/21
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$916.6K
6,327 sh
$916.6K
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$905.7K
6,298 sh
$905.7K
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$853K
5,761 sh
$853K
Filed 25/08/22
Traded 25/08/20
- Alexander C. Karp
SellPalantir Technologies
SellPalantir Technologies
PLTR
$697.7K
4,619 sh
$697.7K
Filed 25/08/22
Traded 25/08/20