Geopolitics Alpha

Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney

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Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney

Good Morning BT with Bo Thompson and Beth Troutman | Monday, October 26th, 2026.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TIP iShares TIPS Bond ETF-0.5% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLP Consumer Staples Select Sector SPDR-4.0% 16d

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • WMT Walmart+9.9% 30d

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • COST Costco Wholesale+9.2% 30d

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PG The Procter & Gamble+10.2% 30d

    The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • KO The Coca-Cola+3.7% 30d

    The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TIP-0.92%-0.64%base+0.07%after closeafter closeafter close
XLPNo price data for this ticker———————
WMTNo price data for this ticker———————
COST-0.74%-0.46%base+0.20%after closeafter closeafter close
PGNo price data for this ticker———————
KONo price data for this ticker———————

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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Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney wbt.com

Source: wbt.com

Ishares Tr (TIP) since this story, compared with the market

CompanyWhenMoveStatus
Costco Wholesale (COST)that day+0.20%final price
Costco Wholesale (COST)three days earlier-0.46%final price
Costco Wholesale (COST)five days earlier-0.74%final price
Ishares Tr (TIP)that day+0.07%final price
Ishares Tr (TIP)three days earlier-0.64%final price
Ishares Tr (TIP)five days earlier-0.92%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).

Who gains and who loses around Ishares Tr (TIP)

Companies carried with this story

  • TIP Ishares Tr

    Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • XLP Select Sector Spdr Tr

    For “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney,” Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence. Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    For “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • COST Costco Wholesale

    In “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • PG Procter & Gamble

    Procter & Gamble (PG) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney.” Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • KO Coca Cola

    For “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

Ishares Tr (TIP)

On 26 Oct 2026, “Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney” is the story that connects Ishares Tr (TIP) to this story.

Ishares Tr (TIP) is on the page because iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

Select Sector Spdr Tr (XLP) is here too. Its reason reads: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

Dates and price levels for Ishares Tr (TIP)

TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. WMT traded between 103.39 and 122.40 across 20 sessions. The latest close on file is 119.87. XLP traded between 80.10 and 84.88 across 16 sessions. The latest close on file is 81.02.

How strong the case is around Ishares Tr (TIP)

46 out of 100

“Good Morning BT | Panthers Fall Back to .500 | Inflation Hacks | Mick Mulvaney” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.