Geopolitics Alpha

Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters

Published . Updated .

Follow the day’s news live. Get our breaking news email , free app or daily news podcast Australia missing out on $45bn of revenue from resources: Greens As Labor prepares to introduce its bill for a gas reserve, the Greens are pointing out that there are tens of billions being left on the table because the government won’t properly tax the resource. We’re giving away billions in resource wealth while families struggle to pay the rent, put food on the table and afford basic healthcare. Labor can find billions to prop up the fossil fuel industry, but when it comes to making corporations like Santos, Woodside and Adani pay a fair return, suddenly it’s all too hard. The prime minister has a kink for punishing small businesses and a fetish for humiliating his treasurer. So I say this is a consistent pattern of behaviour where the prime minister constantly goes in, overrides his treasurer, humiliates him in public. I suspect it’s going to sour the relationship somewhat. Continue reading...

Directly affected

  • FRO Frontline

    Named in this report.

Indirectly affected

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

  • ITA IShares U.S. Aerospace & Defense ETF

    Material security escalation can alter defense demand expectations and risk premia.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
LMT———————
RTX———————
ZIM———————
MATX———————
XOM———————
DAL———————
ITA———————

Follow the day’s news live. Get our breaking news email , free app or daily news podcast The Josh Frydenberg book-promotion/comeback-to-politics tour continues. The former treasurer, and ousted member for Kooyong, appeared on 7:30 last nig…

Source: The Guardian

IShares U.S. Aerospace & Defense ETF (ITA) compared with industrial stocks (XLI) since 13 Oct 2026

Since the first closing price after “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.83% difference versus that group of stocks.

CompanyWhenMoveStatus
Applied Aerospace & Defense (AADX)that day-3.44%final price
Applied Aerospace & Defense (AADX)the next day+2.41%final price
Applied Aerospace & Defense (AADX)two days later+5.29%final price
Applied Aerospace & Defense (AADX)three days later+5.66%final price
Applied Aerospace & Defense (AADX)three days earlier+3.57%final price
Applied Aerospace & Defense (AADX)five days earlier+9.61%final price
BAthat day-1.56%final price
BAthe next day-2.60%final price
BAtwo days later-0.40%final price
BAthree days later+0.30%final price
BAthree days earlier-0.93%final price
BAfive days earlier+0.18%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
HIIthat day-2.41%final price
HIIthe next day+0.16%final price
HIItwo days later+1.23%final price
HIIthree days later+2.87%final price
HIIthree days earlier+0.38%final price
HIIfive days earlier-0.10%final price
ITA
SPY
XLI

IShares U.S. Aerospace & Defense ETF (ITA) filings in this defense story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • XAR Spdr Series Trust

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters.” Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • AADX Applied Aerospace & Defense

    In “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters,” Applied Aerospace & Defense (AADX) is linked, with no stored direction, medium confidence. Reason on file: GA selected AADX as a RELATED security because its canonical security name directly matches this event's themes: aerospace, defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ASC Ardmore Shipping

    Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters.” Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CDP Copt Defense Properties

    In “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters,” Copt Defense Properties (CDP) is linked, with no stored direction, medium confidence. Reason on file: GA selected CDP as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DSX Diana Shipping

    For “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters,” Diana Shipping (DSX) is linked, with no stored direction, medium confidence. Reason on file: GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FLY Firefly Aerospace

    Firefly Aerospace (FLY) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters.” Reason on file: GA selected FLY as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GE General Electric

    In “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GA selected GE as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

On 13 Oct 2026, “Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says Material security escalation can alter defense demand expectations and risk premia

Spdr Series Trust (XAR) is here too. Its reason reads: Material security escalation can alter defense demand expectations and risk premia

Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)

AADX traded between 10.31 and 13.08 across 20 sessions. The latest close on file is 10.82. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Australian politics live: Chalmers urges against mocking, cancelling or talking down to One Nation supporters” scores 46 out of 100. The score uses 1 sources, and 11 linked companies.