Geopolitics Alpha

'Buckle up': Inflation pain could linger even after the Iran war ends, economists say

Published . Updated .

Key takeaways

  • Economists talk about ongoing inflation and what consumers can do to cope.
  • Exposed: ITA, XAR, USO, BWET, XOM
  • Market reaction: XAR −3.9% on the day (still updating); ITA −3.0% on the day (still updating); BWET −12.0% on the day (still updating)

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'Buckle up': Inflation pain could linger even after the Iran war ends, economists say

Economists talk about ongoing inflation and what consumers can do to cope.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.

  • USO United States Oil Fund+6.3% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • WMT Walmart+12.9% 30d

    Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.

  • AMZN Amazon.com+0.5% 30d

    Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.

  • COST Costco Wholesale+12.7% 30d

    Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.

  • TGT Target-1.0% 30d

    Target (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-4.02%-3.08%base-3.01%after closeafter closeafter close
XAR-3.84%-2.83%base-3.92%after closeafter closeafter close
XRT-2.30%-0.06%base+4.83%after closeafter closeafter close
USO+5.38%+6.75%base-2.52%after closeafter closeafter close
WMT-4.79%-1.04%base+4.07%after closeafter closeafter close
AMZN+1.58%-4.14%base+7.53%after closeafter closeafter close
COST-3.61%-0.67%base+1.75%after closeafter closeafter close
TGT-3.54%-0.14%base+2.96%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

'Buckle up': Inflation pain could linger even after the Iran war ends, economists say ABC News - Breaking News, Latest News and Videos

Source: ABC News - Breaking News, Latest News and Videos

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

CompanyWhenMoveStatus
AMZNthat day+7.53%still updating
AMZNthree days earlier-4.14%final price
AMZNfive days earlier+1.58%final price
COSTthat day+1.75%still updating
COSTthree days earlier-0.67%final price
COSTfive days earlier-3.61%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day-3.01%still updating
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-3.08%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-4.02%final price
TGTthat day+2.96%still updating
TGTthree days earlier-0.14%final price
TGTfive days earlier-3.54%final price
United States Oil Fund (USO)that day-2.52%still updating
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+5.38%final price
WMTthat day+4.07%still updating
WMTthree days earlier-1.04%final price
WMTfive days earlier-4.79%final price
Spdr Series Trust (XAR)that day-3.92%still updating
Spdr Series Trust (XAR)three days earlier-2.83%final price
Spdr Series Trust (XAR)five days earlier-3.84%final price
XRTthat day+4.83%still updating
XRTthree days earlier-0.06%final price
XRTfive days earlier-2.30%final price

Congressional trades in the stocks in this 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 mentioned with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • XAR Spdr Series Trust

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say.” Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    For “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • CVX Chevron

    In “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • COP Conocophillips

    Conocophillips (COP) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • SHEL Shell

    Shell (SHEL) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say.” Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

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

The 4 Nov 2026 story “'Buckle up': Inflation pain could linger even after the Iran war ends, economists say” names IShares U.S. Aerospace & Defense ETF (ITA) because of Defense.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Also listed, Spdr Series Trust (XAR): SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.

The defense score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100Price not final

“'Buckle up': Inflation pain could linger even after the Iran war ends, economists say” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.