This week in power × markets

the briefing · 2026-09-13

A White House recalibration of Canadian tariffs on autos, alcohol, and dairy landed the same week eight members of Congress were trading Boeing, giving this edition a distinct cross-border-and-defense flavor.

• $BA drew the deepest bench, with 8 members trading Boeing as it overlaps with both Executive Action and Federal Contract signals; fellow defense name $LMT saw 3 members trading against the same Executive Action/Federal Contract backdrop.
• Executive actions modifying additional duties on Canadian autos, alcoholic beverages, and dairy landed alongside member trading in automakers $F (2 members) and $GM (1 member), both flagged on Executive Action — a tidy overlap of tariff policy and Detroit tickers.
• On the consensus board, $MSFT led with 16 members trading (46 buys/33 sells) and 8 committee-sector overlaps, while $AAPL logged 18 members and 6 overlaps — the same $AAPL Nancy Pelosi disclosed selling in the $5M–$25M range.
• Insider selling ran hot on 2026-09-11: Silver Lake entities dumped roughly $399M of $DELL, Hagerty Holding Corp. sold about $244M of $HGTY, and Workers United affiliates unloaded ~$63M of $AMAL — a rare cameo for a labor union on the sell side.

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