Geopolitics Alpha

Dems Seek GAO Review Of $166B Tariff Refund Operation

Published . Updated .

GEOPOLITICS ALPHADems Seek GAO Review Of $166BTariff Refund OperationGEOPOLITICS ALPHA

This report is about Sanctions and China tariffs. Names like GLD and LMT typically gain because gold is a usual haven when a conflict or sanction escalates.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • AAPL Apple+5.3%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+1.2%

    Sales and supply chains are exposed to a new tariff

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

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-6.43%-7.02%baseafter closeafter closeafter closeafter close
RTX-0.33%-0.66%baseafter closeafter closeafter closeafter close
NOC-5.86%-3.30%baseafter closeafter closeafter closeafter close
GD-1.89%-1.84%baseafter closeafter closeafter closeafter close
XLE+0.97%+0.55%baseafter closeafter closeafter closeafter close
USO-0.46%-1.11%baseafter closeafter closeafter closeafter close
AAPL-1.42%-2.49%baseafter closeafter closeafter closeafter close
NKE-3.09%-1.10%baseafter closeafter closeafter closeafter close
ITA+2.30%+0.79%baseafter closeafter closeafter closeafter close
BA+1.35%+1.49%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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Dems Seek GAO Review Of $166B Tariff Refund Operation Law360

Source: Law360

This story

CompanyWhenMoveStatus
AAPLthree days earlier-2.49%final price
AAPLfive days earlier-1.42%final price
BAthree days earlier+1.49%final price
BAfive days earlier+1.35%final price
CVXthree days earlier-0.41%final price
CVXfive days earlier-0.70%final price
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
GLDthree days earlier+2.33%final price
GLDfive days earlier+3.51%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
NKEthree days earlier-1.10%final price
NKEfive days earlier-3.09%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
SLBthree days earlier+0.83%final price
SLBfive days earlier-0.14%final price
SPYthree days earlier+0.66%final price
SPYfive days earlier-0.09%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%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).

How solid “Dems Seek GAO Review Of $166B Tariff Refund Operation” looks

12 out of 100

“Dems Seek GAO Review Of $166B Tariff Refund Operation” scores 12 out of 100. The score uses 1 sources.