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Truth Social post of January 26, 2026

PostTariff raisedPublished 01/26Open the original

Summary

President Trump says South Korea's legislature has failed to enact the trade agreement reached on July 30, so he is raising reciprocal tariffs on Korean autos, lumber, pharma and other goods from 15% to 25%.

By industry

Day by day after the announcement

Tariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
Tariffs & Reshoring stocks and the S&P 500 after the announcement, cumulative %
DayTariffs & Reshoring stocksS&P 500
26/01/230.0%0.0%
26/01/26−2.8%+0.6%
26/01/27−2.2%+1.1%
26/01/28−3.3%+0.9%
26/01/29−2.2%+0.8%
26/01/30−3.5%+0.5%
26/02/02−1.0%+1.1%
26/02/03+3.0%+0.2%
26/02/04+3.8%−0.1%
26/02/05+1.9%−2.2%
26/02/06+6.4%+0.3%
26/02/09+6.7%+0.9%
26/02/10+5.8%+0.8%
26/02/11+7.7%+0.7%
26/02/12+4.2%−0.8%
26/02/13+3.1%−0.9%
26/02/17+2.0%−0.8%
26/02/18+2.1%−0.3%
26/02/19+1.1%−0.5%
26/02/20+0.6%+0.2%
26/02/23−0.4%−0.8%

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.

  • Mark W. Marinko

    BuySunCoke Energy

    $56.1K

    Filed 02/26

  • Mark W. Marinko

    BuySunCoke Energy

    $2,332

    Filed 02/26

  • Phillip Michael Hardesty

    BuySunCoke Energy

    $71.2K

    Filed 02/26

  • Phillip Michael Hardesty

    BuySunCoke Energy

    $1,694

    Filed 02/26

  • Scott J. Kelly

    BuyWorthington Steel

    $273.8K

    Filed 01/29

  • Edilson Camara

    BuyCleveland-Cliffs

    $199.6K

    Filed 02/13

  • Dennis V. Arriola

    BuyCommercial Metals

    $149.4K

    Filed 01/22

  • Lourenco Goncalves

    SellCleveland-Cliffs

    $37.3M

    Filed 02/11

  • Jon J. Bowsher

    BuyWorthington Steel

    $100.4K

    Filed 02/03

  • Jesse E. Gary

    Sell10b5-1 planCentury Aluminum

    $7.2M

    Filed 01/23

  • Neal E. West

    SellKaiser Aluminum

    $608.6K

    Filed 02/25

  • Stephen Paul Koch

    SellReliance

    $4.5M

    Filed 02/25

  • Robert S. Wetherbee

    Sell10b5-1 planAti

    $4.2M

    Filed 02/19

  • John DeZee

    SellCentury Aluminum

    $3.3M

    Filed 02/25

  • Stephen Paul Koch

    SellReliance

    $3.3M

    Filed 02/25

  • James D. Dee

    SellCarpenter Technology

    $2.8M

    Filed 02/25

  • James D. Dee

    SellCarpenter Technology

    $2.3M

    Filed 02/25

  • Gunnar Gudlaugsson

    SellCentury Aluminum

    $2.3M

    Filed 02/27

  • John Malcolm Donnan

    SellKaiser Aluminum

    $2.3M

    Filed 02/25

  • Clifford T. Smith

    SellCleveland-Cliffs

    $2.1M

    Filed 02/18

Truth Social post of January 26, 2026 | Whalegun