Policy signals & market reaction
Live feed
90-day tariff pause on most nations — China tariffs raised to 145%
S&P ▲ +9.5%
Executive order to accelerate fossil fuel permitting, rescind Biden-era methane rules
Oil ▲ +2.3%
SEC ordered to roll back ESG disclosure mandates and climate risk rules
ESGU ▼ −3.1%
Threatened to revoke DEI-linked federal contracts from Fortune 500 firms
BlackRock ▼ −1.8%
Strategic Bitcoin reserve executive order signed — Treasury to hold BTC
BTC ▲ +6.4%
Threatened secondary sanctions on Russia oil buyers if no Ukraine ceasefire
Brent ▲ +4.1%
Reversed offshore wind moratorium pause — new lease sales authorized in Gulf
Wind stocks ▲ +5.2%
Truth Social @realDonaldTrump
DT
Donald J. Trump
2h ago
"China must stop the fentanyl flowing into our Country — or TARIFFS go even higher. We have all the cards!"
Market signal: bearish China ADRs ▼
DT
Donald J. Trump
5h ago
"DRILL, BABY, DRILL. We are approving the largest energy projects in history. Energy independence NOW!"
Market signal: bullish fossil fuels ▲
DT
Donald J. Trump
Yesterday
"The Fake News media and ESG Hoax are OVER. Real investors want REAL returns, not woke fantasies!"
Market signal: ESG fund outflows ▼
Policy chaos meter
Signal volatility index (0–100)
74 / 100
High volatility
7-day avg: 6830-day avg: 61
