Geopolitics Alpha

BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’

Published . Updated .

BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’ TradingView

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX-5.81%-2.68%—+1.96%+0.71%+3.29%+3.06%
AAPL-1.39%-1.42%—+0.49%+0.17%+0.60%+0.49%
NKE-2.77%-1.75%—-0.07%+5.16%+5.04%+5.33%
OXY———————
COP———————
SLB———————
GLD-1.52%+0.77%—-1.49%+0.27%+0.10%-0.52%

BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’ TradingView

Source: TradingView

The price since 13 Oct 2026: United States Gasoline Fund (UGA) versus the S&P 500

Since the first closing price after “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” United States Gasoline Fund (UGA) is -1.79%. The S&P 500 fund (SPY) is -0.40% over the same days, a -1.40% difference versus the market.

CompanyWhenMoveStatus
AAPLthat day+0.49%final price
AAPLthe next day+0.17%final price
AAPLtwo days later+0.60%final price
AAPLthree days later+0.49%final price
AAPLthree days earlier-1.42%final price
AAPLfive days earlier-1.39%final price
CVXthat day+1.96%final price
CVXthe next day+0.71%final price
CVXtwo days later+3.29%final price
CVXthree days later+3.06%final price
CVXthree days earlier-2.68%final price
CVXfive days earlier-5.81%final price
GLDthat day-1.49%final price
GLDthe next day+0.27%final price
GLDtwo days later+0.10%final price
GLDthree days later-0.52%final price
GLDthree days earlier+0.77%final price
GLDfive days earlier-1.52%final price
LMTthat day+3.61%final price
LMTthe next day+5.75%final price
LMTtwo days later+9.58%final price
LMTthree days later+8.82%final price
LMTthree days earlier+1.14%final price
LMTfive days earlier-0.92%final price
NKEthat day-0.07%final price
NKEthe next day+5.16%final price
NKEtwo days later+5.04%final price
NKEthree days later+5.33%final price
NKEthree days earlier-1.75%final price
NKEfive days earlier-2.77%final price
UGA
SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies mentioned with this story

  • UGA United States Gasoline Fund

    For “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    For “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    In “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    For “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    In “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA)

United States Gasoline Fund (UGA) is the company in “BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’,” the 13 Oct 2026 this story story.

For United States Gasoline Fund (UGA), the reason on file says Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, iShares S&P GSCI Commodity-Indexed Trust (GSG), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

The price range for United States Gasoline Fund (UGA), and the dates in the story

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

A simple score for United States Gasoline Fund (UGA)

46 out of 100

“BOSTON FED'S COLLINS: HIGHER ENERGY, TARIFFS COULD KEEP INFLATION ‘PERSISTENTLY ABOVE TARGET’” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.