ETRX Notes
The index prints numbers and nothing else. Commentary lives here, separately: what moved, what is about to move, and where public coverage gets the scope wrong. Every explanation of a move traces to a verified entry in the policy ledger.
- 2026-09-02 What the Section 338 action on Canada actually hits
- 2026-09-02 Watch the pharmaceutical line
- 2026-09-02 The tariff wall is four times more uneven
Research and commentary. Not investment advice.