House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War
Published . Updated .
Key takeaways
- House Democratic Leader Hakeem Jeffries says Democrats will pursue legislation to stop President Trump’s tariffs and bring an end to the war with Iran.
- Exposed: XLI, XRT, ITA, USO, CAT
- Market reaction: XRT +5.5% on the day (still updating); XLI −1.1% on the day (still updating); USO −8.5% on the day (still updating)
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House Democratic Leader Hakeem Jeffries says Democrats will pursue legislation to stop President Trump’s tariffs and bring an end to the war with Iran. He also wants to reverse Medicaid cuts and restore the enhanced Affordable Care Act tax credits, placing healthcare costs at
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds health insurers and care providers. Linked by “medicaid” (health insurers and care costs) in this story.
- CAT Caterpillar-23.2% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-0.6% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+12.9% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+6.7% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLI | -1.66% | -2.29% | base | -1.09% | after close | after close | after close |
| XRT | -2.30% | -0.06% | base | +5.48% | after close | after close | after close |
| ITA | -4.02% | -3.08% | base | -1.30% | after close | after close | after close |
| XLV | -2.31% | +0.48% | base | +2.70% | after close | after close | after close |
| CAT | +14.53% | -0.17% | base | -5.67% | after close | after close | after close |
| DE | -3.81% | +1.40% | base | +1.45% | after close | after close | after close |
| WMT | -4.79% | -1.04% | base | +4.56% | after close | after close | after close |
| NKE | -3.40% | +0.56% | base | +6.50% | after close | after close | after close |
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.
House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War investingLive
Source: investingLive
Select Sector Spdr Tr (XLI) compared with industrial stocks (XLI) since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Caterpillar (CAT) | that day | -5.67% | still updating |
| Caterpillar (CAT) | three days earlier | -0.17% | final price |
| Caterpillar (CAT) | five days earlier | +14.53% | final price |
| Deere (DE) | that day | +1.45% | still updating |
| Deere (DE) | three days earlier | +1.40% | final price |
| Deere (DE) | five days earlier | -3.81% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | -1.30% | still updating |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -3.08% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -4.02% | final price |
| Nike (NKE) | that day | +6.50% | still updating |
| Nike (NKE) | three days earlier | +0.56% | final price |
| Nike (NKE) | five days earlier | -3.40% | final price |
| Walmart (WMT) | that day | +4.56% | still updating |
| Walmart (WMT) | three days earlier | -1.04% | final price |
| Walmart (WMT) | five days earlier | -4.79% | final price |
| Select Sector Spdr Tr (XLI) | that day | -1.09% | still updating |
| Select Sector Spdr Tr (XLI) | three days earlier | -2.29% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | -1.66% | final price |
| XLV | that day | +2.70% | still updating |
| XLV | three days earlier | +0.48% | final price |
| XLV | five days earlier | -2.31% | final price |
| Spdr Series Trust (XRT) | that day | +5.48% | still updating |
| Spdr Series Trust (XRT) | three days earlier | -0.06% | final price |
| Spdr Series Trust (XRT) | five days earlier | -2.30% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 37 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 37 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 69 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
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 Select Sector Spdr Tr (XLI)
Companies tied to this story
- XLI Select Sector Spdr Tr
In “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War.” Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
- USO United States Oil Fund
For “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story
- CAT Caterpillar
For “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
In “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
In “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
Nike (NKE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War.” Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
How defense news reaches Select Sector Spdr Tr (XLI)
Select Sector Spdr Tr (XLI) is the company in “House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War,” the 4 Nov 2026 Defense story.
For Select Sector Spdr Tr (XLI), the reason on file says Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Also listed, Spdr Series Trust (XRT): SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Dates in the story, and the Select Sector Spdr Tr (XLI) price range
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.
How solid the defense case looks
46 out of 100Price not final
“House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.