Fed's Collins backs September hike, sees Oil and AI driving inflation
Published . Updated .
Fed's Collins backs September hike, sees Oil and AI driving inflation www.tmgm.com
Directly affected
- No company is named in this report.
Indirectly affected
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- OXY Occidental Petroleum
Oil producers earn more when crude prices rise
- COP ConocoPhillips
Oil producers earn more when crude prices rise
- VLO Valero
Refiners' profits move with crude and fuel prices
- MPC Marathon Petroleum
Refiners' profits move with crude and fuel prices
- XOP SPDR S&P Oil & Gas Exploration
A fund of oil and gas producers
- XLE Energy Select Sector SPDR
A fund of energy companies
- USO United States Oil Fund
This fund moves with oil prices
- OIH VanEck Oil Services
Oilfield services rise when drilling follows oil prices
Price reaction, T-5 to T+3
Fed's Collins backs September hike, sees Oil and AI driving inflation www.tmgm.com
Source: www.tmgm.com
The price since 13 Oct 2026: United States Oil Fund (USO) versus the S&P 500
Since the first closing price after “Fed's Collins backs September hike, sees Oil and AI driving inflation,” United States Oil Fund (USO) is +4.67%. The S&P 500 fund (SPY) is -0.40% over the same days, a +5.06% difference versus the market. energy stocks (XLE) is +0.27%, a +4.40% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| COP | that day | +1.01% | final price |
| COP | the next day | +0.58% | final price |
| COP | two days later | +3.97% | final price |
| COP | three days later | +3.07% | final price |
| COP | three days earlier | -4.82% | final price |
| COP | five days earlier | -7.85% | final price |
| CVX | that day | +1.96% | final price |
| CVX | the next day | +0.71% | final price |
| CVX | two days later | +3.29% | final price |
| CVX | three days later | +3.06% | final price |
| CVX | three days earlier | -2.68% | final price |
| CVX | five days earlier | -5.81% | final price |
| MPC | that day | +1.59% | final price |
| MPC | the next day | -0.13% | final price |
| MPC | two days later | +0.21% | final price |
| MPC | three days later | -0.59% | final price |
| MPC | three days earlier | -4.66% | final price |
| MPC | five days earlier | -7.31% | final price |
| OIH | that day | -2.12% | final price |
| OIH | the next day | -3.59% | final price |
| OIH | two days later | -2.10% | final price |
| OIH | three days later | -1.33% | final price |
| OIH | three days earlier | -0.58% | final price |
| OIH | five days earlier | -2.34% | final price |
| OXY | that day | -0.37% | final price |
| OXY | the next day | -1.59% | final price |
| OXY | two days later | +1.20% | final price |
| OXY | three days later | +1.75% | final price |
| OXY | three days earlier | -2.52% | final price |
| OXY | five days earlier | -5.58% | final price |
United States Oil Fund (USO) on one side of this energy story
Companies mentioned with this story
- USO United States Oil Fund
For “Fed's Collins backs September hike, sees Oil and AI driving inflation,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- BNO United States Brent Oil Fund
For “Fed's Collins backs September hike, sees Oil and AI driving inflation,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XLE Select Sector Spdr Tr
For “Fed's Collins backs September hike, sees Oil and AI driving inflation,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
For “Fed's Collins backs September hike, sees Oil and AI driving inflation,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- IWM Ishares Tr
In “Fed's Collins backs September hike, sees Oil and AI driving inflation,” 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 “Fed's Collins backs September hike, sees Oil and AI driving inflation.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- IEI Ishares Tr
In “Fed's Collins backs September hike, sees Oil and AI driving inflation,” Ishares Tr (IEI) 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
- UGA United States Gasoline Fund
In “Fed's Collins backs September hike, sees Oil and AI driving inflation,” 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
How energy news reaches United States Oil Fund (USO)
United States Oil Fund (USO) is the company in “Fed's Collins backs September hike, sees Oil and AI driving inflation,” the 13 Oct 2026 Energy story.
For United States Oil Fund (USO), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
A second company, United States Brent Oil Fund (BNO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Dates in the story, and the United States Oil Fund (USO) price range
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.
How solid the energy case looks
54 out of 100
“Fed's Collins backs September hike, sees Oil and AI driving inflation” scores 54 out of 100. The score uses 2 sources, and 19 linked companies.