Donald Trump-related activity tracking.
2026
Feb06
President Trump has revoked restrictions on commercial fishing in the Northeast Canyons and Seamounts Marine National Monument, restoring access for fishermen. This move is presented as being in line with the Magnuson-Stevens Act, ensuring sustainability and supporting coastal economies, while reversing a 2021 ban by the Biden administration.
President Trump has approved a plan for the United States to share criminal data with member countries of the Visa Waiver Program. This move is part of a broader context of Trump's recent activities, which include navigating various legal challenges and investigations, managing international relations transactionally, and involvement in family-related business ventures facing scrutiny.
President Trump is expected to order an increase in beef imports from Argentina, adding an 80,000-tonne quota to the existing 20,000 tonnes for a total of 100,000 tonnes in 2026. This move, which could boost Argentina's beef export earnings by about $800 million, is being framed as a way to provide cheaper beef to American families. However, analysts note that high US beef prices are primarily due to a multi-year supply chain contraction and a domestic cattle inventory at its lowest level since 1951, not a lack of imports.
On his social media platform, Donald Trump initiated a poll asking for support for a new executive order he claims would lower prescription drug prices by up to 500% or more. This move follows the planned unveiling of a "TrumpRx" website and is part of a broader pattern of using executive actions and populist rhetoric to address high drug costs. Previous, similar "most-favored-nation" policies have been legally challenged and blocked, and market analysts remain skeptical about the feasibility of such drastic, government-mandated price cuts given the complexity of the U.S. pricing system.
In 2025, the US is projected to be the only major market with a decline in international tourist arrivals, dropping by an estimated 4% to 8.7% while global tourism grows. This downturn, attributed to restrictive government policies like entry bans and potential requirements for social media information, could result in a loss of up to 11 million visitors and $50 billion in spending. This trend contrasts sharply with growth in other regions like Hong Kong and Macau, which are implementing policies to attract more international visitors.
GoodRx Holdings Inc. has become a central integration partner for the new TrumpRx.gov platform, a government initiative to offer discounted prescription drugs directly to consumers paying out-of-pocket. The company will provide the technology and pricing, starting with an integration for over 30 Pfizer brand-name medications, with discounts of up to 85%. While the platform excludes insurers and PBMs, more manufacturer partnerships are planned.
Feb05
U.S. President Trump is scheduled to deliver a speech at 7 PM ET, with markets on high alert for potential policy or economic commentary that could induce volatility . His recent speeches have covered a wide range of topics, including trade, energy policy, and Fed criticism, often causing significant market reactions in assets like gold and oil .
U.S. President Trump is scheduled to speak at 7 p.m. EST on February 6th, primarily to unveil the TrumpRx.gov website, a platform for lower-cost prescription drugs. At least 16 drug manufacturers, including Pfizer, Merck, and Bristol Myers Squibb, have agreed to participate, offering significant discounts on certain medications. Other topics that have surfaced ahead of the speech include a potential shift in immigration policy, a new stance on the US-UK military base in the Chagos Archipelago, and a desire for a new nuclear deal with Russia.
Following the expiration of the New START treaty with Russia on February 5, 2026, former President Trump has proposed that his nuclear experts begin drafting a new agreement. Trump has expressed a preference for a broader deal that would include China, a position he also held during his first term. His approach has been described as casual regarding the treaty's expiration, stating a desire for a "better deal" that brings China into nuclear disarmament talks.
The Trump administration is launching a website, TrumpRx.gov, to allow Americans to purchase prescription drugs at discounted prices, negotiated directly by the government, without needing insurance. The initiative, set to go live in early 2026, aims to align U.S. drug prices with those of other developed nations. At least 16 pharmaceutical companies, including Pfizer, Merck, and Bristol Myers Squibb, have agreed to participate, with some drugs seeing dramatic price reductions.
On February 5, 2026, President Trump launched TrumpRx.gov, a website aimed at providing discounted prescription drugs directly to consumers. Powered by GoodRx technology, the platform involves 16 pharmaceutical companies, including Eli Lilly and Pfizer, offering significant discounts on 43 drugs, particularly for cash-paying patients. The initiative is designed to bypass insurers and Pharmacy Benefit Managers (PBMs), though purchases generally do not apply to insurance deductibles. While its actual savings for most Americans are debated, it represents a direct challenge to the current drug pricing structure.
The Bank of England has stated that potential tariffs threatened by U.S. President Trump are creating pressure on UK import prices . This follows Trump's earlier threats in January to impose a 10% tariff, escalating to 25%, on goods from the UK and seven other NATO countries over a dispute related to Greenland . Although Trump later withdrew the immediate threat set for February 1st after reaching an understanding with NATO , analyses suggest such tariffs could significantly impact the UK economy, potentially reducing GDP .
A poll commissioned by First Solar indicates that while 51% of voters support utility-scale solar projects, that support rises to 70% if the panels are manufactured in the US without Chinese materials. This comes as the solar industry lobbies the Trump administration, which has been tightening renewable energy policies, for favorable tax credit regulations. The poll's findings could influence the administration's future energy policy direction.
President Trump stated that the administration is seriously considering a tariff rebate plan . This comes as the Supreme Court is expected to rule on the legality of tariffs imposed under the IEEPA, with a negative ruling potentially forcing refunds of "hundreds of billions" of dollars [citation:2, 12, 33]. Analysts view this as the administration preparing for a potential legal loss [citation:32, 37]. The plan has been previously floated as a "tariff dividend" involving $2,000 checks to individuals [citation:34, 39]. Such a large-scale refund would significantly impact the U.S. Treasury and bond market [citation:2, 12], while companies like Amazon are already pressuring suppliers for price cuts in anticipation of a tariff rollback [citation:3, 13].
Feb04
Donald Trump has stated he will not intervene in the acquisition of Warner Bros. Discovery (WBD). This follows his previous indications of disapproval for Netflix's (NFLX) bid, where he shared articles opposing the deal. The acquisition is a competitive situation, with Paramount (PARA) also bidding for WBD. Trump's change in stance comes amid scrutiny over his personal investments in both Netflix and Warner Bros. bonds, raising conflict of interest concerns. Netflix's $82.7 billion all-cash offer for WBD's studio and streaming assets has the WBD board's support and is currently under DOJ review.
Soybean futures rose over 2% after President Trump suggested China might purchase an additional 8 million tons of U.S. soybeans. The comment pushed benchmark futures to a two-month high. This comes as Trump faces pressure to secure his voter base in agricultural states, which are struggling with five-year high soybean inventories and a recent sharp drop in Chinese purchases.
The Trump administration will implement a $12 billion Farmer Bridge Assistance Program this month, providing financial relief of up to $155,000 to eligible row crop farmers. The plan targets growers of crops like soybeans, corn, sorghum, and cotton to offset losses from tariff policies. However, the aid is considered a 'blood transfusion' that only covers a fraction of the estimated $35-43 billion in farmer losses, with some questioning if it can compensate for losing the China market. The move comes amid warnings of a 'systemic collapse' risk in US agriculture.
The Trump administration is launching an anti-fraud task force, led by Vice President Vance, to take action in California. This follows earlier announcements by Trump of a "fraud investigation" into the state, which he alleged was corrupt and had lost "tens of billions of dollars of taxpayer funds." The new task force is part of a newly created "National Fraud Enforcement Division" within the Department of Justice aimed at restoring integrity to federal programs.
According to recent statements, former President Trump intends to implement a mass deportation of immigrants, with immigration enforcement actions continuing daily . This plan has been described as potentially the largest deportation operation in U.S. history, aiming to remove a number estimated between 11 million and 20 million people . The strategy involves using executive orders and potentially military assistance to achieve this goal . The stated purpose is to fulfill campaign promises and remove criminals, with the Department of Homeland Security previously noting such actions contribute to a "negative net immigration" target .
Analysis from the Kansas City Fed and other economic data indicate that US tariff policies are causing a significant slowdown in job growth. The manufacturing sector has lost over 200,000 jobs since 2023, with employment at a post-pandemic low. Projections for 2025 show monthly job gains falling to 75,000, down from 170,000 in 2024, a trend that may prompt the Federal Reserve to consider rate cuts later in the year. The January private payroll report confirmed this cooling, with only 22,000 jobs added. This slowdown is a sharp reversal from the 2 million jobs added in 2024 to just 584,000 in 2025, hitting sectors like manufacturing, transport, and agriculture directly.