How long was Trump's State of the Union, and does it matter for markets?

Broadcast runtimes vary by network. Markets react to policy signals, not minutes on a clock. Tariffs, immigration enforcement, and fiscal cues shape earnings, margins, and discount rates. For details on remarks and tone, see quality reporting and official transcripts rather than relying on runtime alone.

Which S&P 500 areas are most exposed to SOTU tariff signals?

Autos and parts, machinery, semiconductors, and retailers with heavy imported goods are most sensitive. They face cost pass‑through, demand elasticity, and supply‑chain friction. Watch commentary on sourcing, inventories, and pricing. Companies with strong contracts and diversified suppliers usually handle levy shocks better.

How could stricter US immigration enforcement affect Canadian investors?

Tighter enforcement can raise US wage costs and create staffing gaps, which pressure margins. Canadian firms with US operations or customers may face higher project costs and slower timelines. It can also shift travel and local spending, affecting border retail and tourism volumes that spill over into Canadian earnings.

What ^GSPC levels and indicators are key near term?

Bollinger levels at 6,796.90 and 7,011.24 frame the immediate range, with a middle at 6,904.07. RSI at 54.58 is neutral, and ADX at 14.88 shows a weak trend. Average True Range at 79.36 suggests moderate swings that can expand on tariff or enforcement headlines.

Should Canadians hedge USD exposure on US equities now?

Hedging depends on your horizon and view on USD/CAD. If you expect tariff headlines to lift the US dollar, unhedged exposure may help. If you fear a CAD rebound, consider CAD‑hedged vehicles or partial hedges. Size positions so gaps around policy dates do not breach your risk limits.

Law and Government

^GSPC Today February 26: SOTU Tariff, Immigration Risks in Focus

ByHuzaifa Zahoor February 26, 2026February 26, 2026

How long was Trump’s State of is not what will move markets today. The policy cues will. We see a focus on tariffs, inflation, and immigration enforcement risk. For Canadian investors, the spillovers to the loonie, cross‑border supply chains, and consumer prices matter. The ^GSPC sits near recent highs, so policy surprises can swing sentiment. Below, we map the key legal and policy channels and pair them with levels, technicals, and practical steps for portfolios in Canada.