Geopolitics Alpha

Avigdor Liberman warns US could recognize Palestinian state, sanction Israel

Published . Updated .

Avigdor Liberman warns US could recognize Palestinian state, sanction Israel The Jerusalem Post

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
XLE———————
USO———————
ITA+1.03%-0.59%—-0.98%-0.89%+0.37%+1.47%
BA+0.18%-0.93%—-1.56%-2.60%-0.40%+0.30%
LHX-0.18%-0.55%—-1.46%-0.27%+0.99%+4.32%
HII-0.10%+0.38%—-2.41%+0.16%+1.23%+2.87%

Avigdor Liberman warns US could recognize Palestinian state, sanction Israel The Jerusalem Post

Source: The Jerusalem Post

Spdr Series Trust (XAR) compared with industrial stocks (XLI) since 13 Oct 2026

Since the first closing price after “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” Spdr Series Trust (XAR) is +1.18%. The S&P 500 fund (SPY) is -0.40% over the same days, a +1.57% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.38% difference versus that group of stocks.

CompanyWhenMoveStatus
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
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
IShares U.S. Aerospace & Defense ETF (ITA)that day-0.98%final price
IShares U.S. Aerospace & Defense ETF (ITA)the next day-0.89%final price
IShares U.S. Aerospace & Defense ETF (ITA)two days later+0.37%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days later+1.47%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-0.59%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+1.03%final price
LHXthat day-1.46%final price
LHXthe next day-0.27%final price
LHXtwo days later+0.99%final price
LHXthree days later+4.32%final price
LHXthree days earlier-0.55%final price
LHXfive days earlier-0.18%final price
XAR
SPY
XLI

Who collects and who pays in defense

Companies mentioned with this story

  • XAR Spdr Series Trust

    In “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • ITA IShares U.S. Aerospace & Defense ETF

    In “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” 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

  • KBE Spdr Ser Tr State Street Spdr S&P Bk Etf

    For “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” Spdr Ser Tr State Street Spdr S&P Bk Etf (KBE) is linked, with no stored direction, medium confidence. Reason on file: GA selected KBE as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SPY Spdr S&P 500 Etf Trust

    Spdr S&P 500 Etf Trust (SPY) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel.” Reason on file: GA selected SPY as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XHB State Street Spdr S&P Homebuilders Etf

    State Street Spdr S&P Homebuilders Etf (XHB) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel.” Reason on file: GA selected XHB as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel.” Reason on file: GA selected XOP as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CWI State Street Spdr Msci Acwi Ex Us Etf

    In “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” State Street Spdr Msci Acwi Ex Us Etf (CWI) is linked, with no stored direction, medium confidence. Reason on file: GA selected CWI as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TLT Ishares Tr

    For “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

How defense news reaches Spdr Series Trust (XAR)

Spdr Series Trust (XAR) is the company in “Avigdor Liberman warns US could recognize Palestinian state, sanction Israel,” the 13 Oct 2026 Defense story.

The link for Spdr Series Trust (XAR) is this: Material security escalation can alter defense demand expectations and risk premia

IShares U.S. Aerospace & Defense ETF (ITA) is here too. Its reason reads: Material security escalation can alter defense demand expectations and risk premia

The price range for Spdr Series Trust (XAR), and the dates in the story

ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. KBE traded between 61.81 and 66.63 across 20 sessions. The latest close on file is 63.14. SPY traded between 758.80 and 781.59 across 20 sessions. The latest close on file is 766.60.

How solid the defense case looks

46 out of 100

“Avigdor Liberman warns US could recognize Palestinian state, sanction Israel” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.