Here’s the inflation breakdown for August 2026 — in one chart
Published . Updated .
Inflation remained stubbornly high in August, largely on the back of higher energy prices amid the Iran war, economists said.
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline
Tanker operators earn more when freight rates spike
- INSW International Seaways
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR
Energy companies move with Iran supply risk
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
Inflation remained stubbornly high in August, largely on the back of higher energy prices amid the Iran war, economists said.
Source: CNBC Top
iShares S&P GSCI Commodity-Indexed Trust (GSG) since this story, compared with the market
Since the first closing price after “Here’s the inflation breakdown for August 2026 — in one chart,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +3.51%. The S&P 500 fund (SPY) is +0.77% over the same days, a +2.74% difference versus the market. industrial stocks (XLI) is -1.91%, a +5.41% difference versus that group of stocks.
iShares S&P GSCI Commodity-Indexed Trust (GSG) on one side of this defense story
Companies mentioned with this story
- GSG iShares S&P GSCI Commodity-Indexed Trust
For “Here’s the inflation breakdown for August 2026 — in one chart,” 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
For “Here’s the inflation breakdown for August 2026 — in one chart,” 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
In “Here’s the inflation breakdown for August 2026 — in one chart,” 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
For “Here’s the inflation breakdown for August 2026 — in one chart,” Spdr Series Trust (XME) 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
- XLY Select Sector Spdr Tr
In “Here’s the inflation breakdown for August 2026 — in one chart,” 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 “Here’s the inflation breakdown for August 2026 — in one chart,” 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
In “Here’s the inflation breakdown for August 2026 — in one chart,” 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
- IEI Ishares Tr
In “Here’s the inflation breakdown for August 2026 — in one chart,” 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
How defense news reaches iShares S&P GSCI Commodity-Indexed Trust (GSG)
“Here’s the inflation breakdown for August 2026 — in one chart” (12 Sep 2026) reaches iShares S&P GSCI Commodity-Indexed Trust (GSG) through Defense.
For iShares S&P GSCI Commodity-Indexed Trust (GSG), the reason on file says Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
A second company, Invesco Db Agriculture Fund (DBA), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Dates in the story, and the iShares S&P GSCI Commodity-Indexed Trust (GSG) price range
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. MOO traded between 80.33 and 85.25 across 20 sessions. The latest close on file is 80.70.
The defense score for iShares S&P GSCI Commodity-Indexed Trust (GSG)
46 out of 100
“Here’s the inflation breakdown for August 2026 — in one chart” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.