US Market Feed

Politics & Markets
How US policy, elections and Fed decisions move stocks
Daily analysis | Not financial advice

[US Market Feed @USMarketFeed]

Politics doesn’t just shape headlines.
It moves markets.

Fed decisions, elections, trade policy, regulation…
Every major political move eventually shows up in stock prices.

This account tracks exactly that intersection:
How Washington decisions hit Wall Street.

Daily analysis. No noise. Just the signal.

[US Market Feed @USMarketFeed]

🚨 BREAKING: Trump wanted leverage. He may be manufacturing an exit strategy for America’s closest allies instead.

Canada has suspended trade talks and is preparing dollar-for-dollar retaliation against the new 50% U.S. tariffs. (Reuters)

That means higher cross-border costs, weaker supply-chain integration and more incentive for Canada to diversify beyond the U.S.

Xi barely has to lift a finger.

Trump calls it leverage. Beijing may end up calling it market share.

[US Market Feed @USMarketFeed]

@PattyMurray i think 👇🏼

[US Market Feed @USMarketFeed]

Trump’s “51st state” fantasy aged beautifully.

Canada didn’t surrender it suspended talks and fired back dollar for dollar. The Art of the Deal meets the Art of Getting Your Ally to Retaliate.

[US Market Feed @USMarketFeed]

Nothing says “populist revolution” quite like the richest men on Earth becoming dramatically richer.

Wall Street got the rally. Billionaires got the windfall.

But sure this was all about taking the country back from the elites. 😂

[US Market Feed @USMarketFeed]

Trump sold tariffs as leverage.

Now Canada is retaliating, U.S. importers face higher costs, and one of America’s closest allies has another reason to diversify trade away from the U.S.

“America First” gets expensive when your allies start looking elsewhere.

[US Market Feed @USMarketFeed]

🚨 BREAKING: Iran is threatening unauthorized tankers in the Strait of Hormuz as the U.S. prepares what Treasury Secretary Scott Bessent calls the “toughest sanctions in history.”

The real scoreboard isn’t Washington’s press conference it’s tanker traffic.

Hormuz oil flows are already far below pre-war levels. More pressure on Iran risks becoming more pressure on oil, inflation, Treasury yields and ultimately U.S. growth stocks.

Maximum pressure can have a very expensive second-order effect.

[US Market Feed @USMarketFeed]

@BullTheoryio 👇🏼😀

[US Market Feed @USMarketFeed]

Trump: “Canada needs us.”

Canada: “Cool. Who wants the oil, gas and electricity?” 😂

Turns out economic dependence can have two directions.

[US Market Feed @USMarketFeed]

This is bigger than Carney vs. Trump.

When Canada’s Conservative opposition and Liberal government both call U.S. tariffs unfair and reject a bad deal, Trump has managed something rare: uniting Canadian politics against Washington.

Poilievre’s second point matters too fight the tariffs, but use the shock to make Canada more competitive and less economically dependent on the U.S

[Pierre Poilievre @PierrePoilievre]

Conservatives are disappointed that the United States has chosen to impose further unjustified tariffs on Canada. They threaten the jobs and livelihoods of families right across our country.

Canadians must stand united to defend our country against these unfair attacks on our jobs and businesses. Canada cannot accept one-sided tariffs that will deindustrialize our country. Nor can we accept a bad deal. Instead, we must continue the fight for tariff-free trade. Later today, I will seek a call with the Prime Minister to discuss what we can do to fight for our workers, businesses, and economy. Conservatives will always put our country first.

Conservatives support action to protect Canadians and our industries targeted by these unfair U.S. tariffs.

We also need urgent economic reforms to restore growth, protect jobs and save our industry. That must include ending the industrial carbon tax, repealing anti-development laws, green lighting the 500 economic projects awaiting federal approval and major tax reforms to return investment to our country, reward work, and recharge our economy.

All Canadians must stand united for our workers, our businesses and our country.

[US Market Feed @USMarketFeed]

@MarkJCarney Trump: “Canada needs us.”

Canada: “Cool. Who wants the oil, gas and electricity?” 😂

Turns out economic dependence can have two directions.

[US Market Feed @USMarketFeed]

Trump: “Canada needs us.”

Canada: “Cool. Who wants the oil, gas and electricity?” 😂

Turns out economic dependence can have two directions.

[InfoGram @_InfoGram_]

This is 7D level chess by PM Mark Carney 🔥

🇨🇦 Carney: "Don't challenge Canada. We fuel American growth by supplying 99% of your natural gas, 85% electricity, 60% crude oil imports. I don't think You want us to stop that."

Trump is trapped from all sides 🔥

[US Market Feed @USMarketFeed]

The discrepancy is the story.

Axios cites U.S. officials claiming ~40 tankers and 16M barrels moved Friday night. But recent Kpler tracking has shown Hormuz traffic running at extremely depressed levels and “dark” vessels with AIS disabled complicate verification.

Until independent tracking confirms the U.S. numbers, “total control” remains a claim, not a fact.

[The Hormuz Letter @HormuzLetter]

This is false.

Axios claims 40 oil tankers crossed the Strait of Hormuz through the southern Omani corridor last on Friday night, carrying around 16 million barrels of oil out of the Strait.

However, Kpler vessel-tracking data, which uses satellite imagery rather than just AIS status, shows completely zero west-to-east tanker crossings on Friday and zero barrels of oil exiting through the Strait.

Barak Ravid's Axios once again not only exaggerates, but makes the number up.

[US Market Feed @USMarketFeed]

@DemocraticWins Trump may be doing more for Democratic turnout than the DNC ever could.

If the House flips, the “mandate” narrative ends overnight.

[US Market Feed @USMarketFeed]

Bond yields rise.

Trump: “Send in the military.”

Jerome Powell just checked whether aircraft carriers count as monetary policy. 🤡

[Bull Theory @BullTheoryio]

🇺🇸 President Trump just now:

If bond yields rise again, we have many ways to intervene. The ultimate intervention is our military.

[US Market Feed @USMarketFeed]

Carney’s message is clear: Canada would rather absorb the cost of retaliation than sign a deal it considers unreliable.

Trump wanted “my terms or nothing.” Canada chose nothing and dollar-for-dollar retaliation.

That’s how tariff leverage turns into a trade war.

[Mark Carney @MarkJCarney]

Pendant plus d’un an, le Canada a travaillé sans relâche et en toute bonne foi avec les États-Unis en vue de négocier un nouvel accord commercial global. Nous avons été pragmatiques, patients et persévérants. Notre objectif a toujours été d’obtenir le meilleur accord possible pour les Canadiennes et les Canadiens. Il n’a jamais été question de signer un accord à tout prix ou à l’intérieur d’un délai donné.

Tard hier soir, j’ai ordonné à nos négociateurs de rentrer à Ottawa. Nous ne pouvons pas accepter ce que les États-Unis nous offrent, et nous refusons de leur accorder ce qu’ils nous demandent. 

Le Canada appliquera des droits de douane équivalents, au dollar près, à ceux imposés par les États-Unis, et ce, pour protéger les travailleurs, les agriculteurs, les familles et les entreprises du Canada. 

Dans les prochains jours, nous dévoilerons les détails de ces nouvelles mesures tarifaires, qui entreront en vigueur le mardi suivant la fête du Travail.

[US Market Feed @USMarketFeed]

🚨 BREAKING: Iran says Gulf states are reaching out to Tehran over new regional security and economic arrangements as confidence in the U.S. security umbrella comes under pressure.

If confirmed independently, this could mark one of the biggest strategic shifts of the Iran war: Washington’s Gulf partners beginning to hedge against America rather than rely exclusively on it.

[The Hormuz Letter @HormuzLetter]

BREAKING: Saudi Arabia, UAE, Qatar, Kuwait, and Bahrain are now privately reaching out to Iran for new security arrangements, sending multiple messages almost daily to Iran out of concern that the US cannot protect them anymore due to interceptor shortages and the vulnerability of hosted US bases, per Iran's Parliament Speaker Ghalibaf and a senior Iranian source in Tehran familiar with the matter.

Ghalibaf says "we've received numerous messages from neighboring countries about shaping new security arrangements and economic cooperation in the region. The United States put the security of every single one of its allies at such risk, through bullying and pure disregard for their interests for the sake of Israel that they briefly saw their entire existence on the line."

[US Market Feed @USMarketFeed]

When Carney and Poilievre agree that Trump’s tariffs are unjustified, the political signal is bigger than party politics.

Trump hasn’t divided Canada he’s helping unite it against U.S. trade policy.

[Republicans against Trump @RpsAgainstTrump]

Canada’s Conservative leader, Pierre Poilievre: “Conservatives are disappointed that the United States has chosen to impose further unjustified tariffs on Canada. They threaten the jobs and livelihoods of families right across our country.

Canadians must stand united to defend our country against these unfair attacks on our jobs and businesses.

Canada cannot accept one-sided tariffs that will deindustrialize our country. Nor can we accept a bad deal. Instead, we must continue the fight for tariff-free trade. Later today, I will seek a call with the Prime Minister to discuss what we can do to fight for our workers, businesses, and economy. Conservatives will always put our country first.”

[US Market Feed @USMarketFeed]

@24_70xu That’s the gap between a press conference and a shipping lane.

If vessels still need permission, escorts or special corridors to transit Hormuz, “total control” is a slogan not operational reality.

[US Market Feed @USMarketFeed]

Trump’s Canada tariffs are becoming a case study in self-inflicted risk.

Higher import costs. Retaliatory tariffs. Supply-chain uncertainty. An ally looking for alternatives.

Markets can price tariffs.

What they hate is policy that keeps changing the rules.

[Republicans against Trump @RpsAgainstTrump]

Canadian Prime Minister Mark Carney: “The new U.S. tariffs are designed to hurt us and divide us. They're a miscalculation.

They're a miscalculation because Canadians will always take care of each other."

[US Market Feed @USMarketFeed]

Trump’s tariffs on Canada are doing more than raising costs they’re pushing one of America’s closest allies to diversify away from the U.S.

With bond yields elevated, Hormuz disrupted and energy prices high, political uncertainty itself is becoming a macro risk.

[US Market Feed @USMarketFeed]

@FoxNews @Lim75107Gang i think 👇🏼

[US Market Feed @USMarketFeed]

Trump claims Iran is “completely crushed” then admits Hormuz is blocked and Americans need a “financial cushion” from higher gas prices.

That’s not a victory announcement. That’s the contradiction announcing itself. 🤡

[US Market Feed @USMarketFeed]

@OlenaRohoza Trump says Canada is the “worst” country he’s negotiated with.

Translation: they didn’t say yes to everything he wanted. 🇨🇦😂