Geopolitics Alpha

Gold subdued ahead of US inflation data, Warsh remarks

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Gold subdued ahead of US inflation data, Warsh remarks TradingView

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

  • UGA UNITED STATES GASOLINE FUND LP

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

  • GSG ISHARES S&P GSCI COMMODITY-

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ITA———————
BA+0.18%-0.93%—-1.56%-2.60%-0.40%+0.30%
LHX———————
HII-0.10%+0.38%—-2.41%+0.16%+1.23%+2.87%
UGA———————
GSG-1.76%-0.77%—+0.96%+0.49%+0.44%+1.89%

Gold subdued ahead of US inflation data, Warsh remarks TradingView

Source: TradingView

How far United States Gasoline Fund (UGA) has moved since 13 Oct 2026

Since the first closing price after “Gold subdued ahead of US inflation data, Warsh remarks,” United States Gasoline Fund (UGA) is -1.79%. The S&P 500 fund (SPY) is -0.40% over the same days, a -1.40% difference versus the market. industrial stocks (XLI) is -0.20%, a -1.60% difference versus that group of stocks.

CompanyWhenMoveStatus
BAthat day-1.56%final price
BAthe next day-2.60%final price
BAtwo days later-0.40%final price
BAthree days later+0.30%final price
BAthree days earlier-0.93%final price
BAfive days earlier+0.18%final price
Invesco Db Agriculture Fund (DBA)that day-0.02%final price
Invesco Db Agriculture Fund (DBA)the next day-0.60%final price
Invesco Db Agriculture Fund (DBA)two days later-0.47%final price
Invesco Db Agriculture Fund (DBA)three days later-0.74%final price
Invesco Db Agriculture Fund (DBA)three days earlier-0.30%final price
Invesco Db Agriculture Fund (DBA)five days earlier+1.46%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)that day+0.96%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)the next day+0.49%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)two days later+0.44%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days later+1.89%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days earlier-0.77%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)five days earlier-1.76%final price
HIIthat day-2.41%final price
HIIthe next day+0.16%final price
HIItwo days later+1.23%final price
HIIthree days later+2.87%final price
HIIthree days earlier+0.38%final price
HIIfive days earlier-0.10%final price
UGA
SPY
XLI

Who collects and who pays in defense

Companies tied to this story

  • UGA United States Gasoline Fund

    United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Gold subdued ahead of US inflation data, Warsh remarks.” 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

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Gold subdued ahead of US inflation data, Warsh remarks.” 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 subdued ahead of US inflation data, Warsh remarks,” 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 subdued ahead of US inflation data, Warsh remarks,” 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

  • XME Spdr Series Trust

    Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Gold subdued ahead of US inflation data, Warsh remarks.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    In “Gold subdued ahead of US inflation data, Warsh remarks,” Select Sector Spdr Tr (XLY) 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

  • IWM Ishares Tr

    In “Gold subdued ahead of US inflation data, Warsh remarks,” 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

    For “Gold subdued ahead of US inflation data, Warsh remarks,” Ishares Tr (HYG) 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 Gasoline Fund (UGA) and the defense link

United States Gasoline Fund (UGA) is the company in “Gold subdued ahead of US inflation data, Warsh remarks,” the 13 Oct 2026 Defense story.

The link for United States Gasoline Fund (UGA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Also listed, iShares S&P GSCI Commodity-Indexed Trust (GSG): Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates and price levels for United States Gasoline Fund (UGA)

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

How solid the defense case looks

46 out of 100

“Gold subdued ahead of US inflation data, Warsh remarks” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.