ListTariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
Notice of Actions in Section 301 Investigations of Acts, Policies, and Practices of Various Economies Related to the Failure of Each Economy To Impose and Effectively Enforce a Prohibition on the Importation of Goods Produced With Forced Labor
USTR noticeTariff raisedFederal Register 07/28Open the original
Summary
USTR imposes Section 301 tariffs on all products of 60 economies that fail to prohibit imports of goods made with forced labor: 10 percent for economies that have or have committed to such a ban, 12.5 percent for the rest, some net of MFN duties, from July 24, 2026, with tariff-rate quotas for Bangladesh, Cambodia, Indonesia and Malaysia.
By industry
- Tariffs & Reshoring1 trading day+1.0%p15 stocks5 trading days−3.1%p15 stocks20 trading days−6.4%p15 stocks
“imposing tariffs on all products of the investigated economy”
Day by day after the announcement
| Day | Tariffs & Reshoring stocks | S&P 500 |
|---|---|---|
| 26/07/27 | 0.0% | 0.0% |
| 26/07/28 | +1.2% | +0.3% |
| 26/07/29 | −2.7% | −0.9% |
| 26/07/30 | −2.6% | +0.5% |
| 26/07/31 | −1.9% | +0.8% |
| 26/08/03 | −0.5% | +2.6% |
| 26/08/04 | +5.0% | +4.5% |
| 26/08/05 | +6.7% | +4.4% |
| 26/08/06 | +5.2% | +4.1% |
| 26/08/07 | +7.8% | +4.6% |
| 26/08/10 | +8.1% | +4.6% |
| 26/08/11 | +8.3% | +4.3% |
| 26/08/12 | +7.1% | +4.6% |
| 26/08/13 | +5.9% | +5.3% |
| 26/08/14 | +5.5% | +5.0% |
| 26/08/17 | +6.5% | +4.6% |
| 26/08/18 | +2.9% | +3.9% |
| 26/08/19 | −0.2% | +4.2% |
| 26/08/20 | −3.2% | +3.3% |
| 26/08/21 | −1.5% | +3.6% |
| 26/08/24 | −3.0% | +3.4% |
Korean stocks in these industries
- Hyundai Steel 004020
- POSCO Holdings 005490
- SeAH Steel Holdings 003030
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
No member or insider traded these stocks in that window.