Geopolitics Alpha

Darline Graham didn’t talk to Trump about Russia sanctions waiver during SC visit

Published . Updated .

GEOPOLITICS ALPHADarline Graham didn’t talk toTrump about Russia sanctionswaiver during SC visitGHMRTXGEOPOLITICS ALPHA

This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • GHM Graham+6.2%

    Named in this report.

  • RTX Rtx

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • XOM Exxon Mobil+7.9%

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat-4.3%

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GHM+6.13%+6.09%baseafter closeafter closeafter closeafter close
RTX-0.33%-0.66%baseafter closeafter closeafter closeafter close
LMT-6.43%-7.02%baseafter closeafter closeafter closeafter close
NOC-5.86%-3.30%baseafter closeafter closeafter closeafter close
XLE+0.97%+0.55%baseafter closeafter closeafter closeafter close
GD-1.89%-1.84%baseafter closeafter closeafter closeafter close
ITA+2.30%+0.79%baseafter closeafter closeafter closeafter close
USO-0.46%-1.11%baseafter closeafter closeafter closeafter close
XOM+0.46%-0.17%baseafter closeafter closeafter closeafter close
WEAT+5.05%+3.06%baseafter closeafter closeafter closeafter close
MOS+9.01%+3.45%baseafter closeafter 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.

Market Call

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Darline Graham didn’t talk to Trump about Russia sanctions waiver during SC visit The State

Source: The State

This story

CompanyWhenMoveStatus
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
GHMthree days earlier+6.09%final price
GHMfive days earlier+6.13%final price
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
MOSthree days earlier+3.45%final price
MOSfive days earlier+9.01%final price
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
WEATthree days earlier+3.06%final price
WEATfive days earlier+5.05%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price
XOMthree days earlier-0.17%final price
XOMfive days earlier+0.46%final price

Trades by members of Congress and officials 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).

This story

12 out of 100

“Darline Graham didn’t talk to Trump about Russia sanctions waiver during SC visit” scores 12 out of 100. The score uses 1 sources.