What is the 150‑day window in the Trump 15% tariffs plan?

It is a review period under the 1974 Trade Act that allows agencies to gather input, study sector impacts, and consider limited exemptions before rules take effect. For markets, it means fewer overnight shocks but more headline risk, with companies adjusting contracts, sourcing, and prices during the review.

How could Trump 15% tariffs affect Canadian portfolios?

They can raise input costs for autos, machinery, and metals, cut margins if pass‑through fails, and lift volatility in cross‑border exporters. Currency can weaken on risk‑off days, nudging inflation higher. We suggest stress testing suppliers, reviewing hedges, and favoring cash‑flow resilient names while monitoring legal and diplomatic signals.

Which S&P 500 sectors look most sensitive now?

Industrials, autos and parts, machinery, and select materials are most exposed to cost and demand swings tied to tariffs. Firms with single‑country suppliers or thin pricing power face greater risk. Defensive groups with strong cash flow and diversified sourcing may hold up better if trade headlines worsen.

What indicators should I watch day to day for tariff volatility?

Track the S&P 500’s 50‑day and 200‑day averages, Bollinger lower band near 6,805, and ATR for daily swing size. Watch CAD moves, options skew, and earnings calls for pricing power updates. Headlines on EU responses, carve‑outs, and any new court actions often drive the largest intraday moves.

Law and Government

^GSPC Today, February 23: 15% Trump Tariff Plan Rekindles Trade Risk

ByDanny Kontos February 24, 2026February 24, 2026

Trump 15% tariffs are back in focus, raising policy risk for Canadian investors. After a Supreme Court tariff ruling curbed emergency powers, the plan shifts to the 1974 Trade Act with limited exemptions and a 150‑day window. That timeline revives US‑EU trade tensions and fuels USMCA review uncertainty. We break down what this means for the S&P 500, sector risks, and Canada’s cross‑border exposure, using today’s levels and signals to shape practical, near‑term decisions.