Geopolitics Alpha

Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report

Published . Updated .

Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report Kitco

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

TickerT-5T-3T-1T0T+1T+2T+3
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
OXY-4.58%-1.39%—+0.85%+0.47%-0.75%+2.06%
COP-5.98%-2.44%—+2.44%+3.47%+3.03%+6.51%
VLO———————
MPC-5.88%+0.92%—+3.86%+5.51%+3.72%+4.08%
XOP———————
XLE———————
USO———————
OIH+0.75%-0.38%—+0.51%-1.62%-3.10%-1.60%

Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report Kitco

Source: Kitco

United States Oil Fund (USO) compared with energy stocks (XLE) since 13 Oct 2026

Since the first closing price after “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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.

CompanyWhenMoveStatus
COPthat day+2.44%final price
COPthe next day+3.47%final price
COPtwo days later+3.03%final price
COPthree days later+6.51%final price
COPthree days earlier-2.44%final price
COPfive days earlier-5.98%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
MPCthat day+3.86%final price
MPCthe next day+5.51%final price
MPCtwo days later+3.72%final price
MPCthree days later+4.08%final price
MPCthree days earlier+0.92%final price
MPCfive days earlier-5.88%final price
OIHthat day+0.51%final price
OIHthe next day-1.62%final price
OIHtwo days later-3.10%final price
OIHthree days later-1.60%final price
OIHthree days earlier-0.38%final price
OIHfive days earlier+0.75%final price
OXYthat day+0.85%final price
OXYthe next day+0.47%final price
OXYtwo days later-0.75%final price
OXYthree days later+2.06%final price
OXYthree days earlier-1.39%final price
OXYfive days earlier-4.58%final price
USO
SPY
XLE

Who collects and who pays in energy

Companies tied to this story

  • USO United States Oil Fund

    For “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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

    In “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report.” 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

    In “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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

  • UGA United States Gasoline Fund

    For “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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 “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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

    In “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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

    For “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report,” 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

United States Oil Fund (USO) and the energy link

The 13 Oct 2026 story “Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report” names United States Oil Fund (USO) because of Energy.

The link for United States Oil Fund (USO) is this: 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

The price range for United States Oil Fund (USO), and the dates in the story

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.

The energy score for United States Oil Fund (USO)

46 out of 100

“Gold firms as dollar, yields and oil retreat before CPI - Kitco AM Report” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.