How conflicts are impacting global supply chains
Published . Updated .
This report is about transport and logistics.
Directly affected
- No company is named in this report.
Indirectly affected
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- UPS United Parcel Service-9.1% 13d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- FDX FedEx-2.5% 30d
FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- UNP Union Pacific+4.2% 30d
Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- BKNG Booking Holdings-10.6% 30d
Booking Holdings (transportation services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| IYT | -1.05% | +1.53% | base | after close | after close | after close | after close |
| UPS | -1.70% | +1.28% | base | after close | after close | after close | after close |
| FDX | -0.63% | +1.09% | base | after close | after close | after close | after close |
| UNPNo price data for this ticker | — | — | — | — | — | — | — |
| BKNG | +7.06% | +5.21% | base | after close | 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.
Market Call
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How conflicts are impacting global supply chains Deloitte
Source: Deloitte
The price since 27 Oct 2026: Ishares Tr (IYT) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Booking Holdings (BKNG) | three days earlier | +5.21% | final price |
| Booking Holdings (BKNG) | five days earlier | +7.06% | final price |
| Fedex (FDX) | three days earlier | +1.09% | final price |
| Fedex (FDX) | five days earlier | -0.63% | final price |
| Ishares Tr (IYT) | three days earlier | +1.53% | final price |
| Ishares Tr (IYT) | five days earlier | -1.05% | final price |
| United Parcel Service (UPS) | three days earlier | +1.28% | final price |
| United Parcel Service (UPS) | five days earlier | -1.70% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rick Larsen sold Fedex (FDX), worth $1,001 - $15,000 on 8 Oct 2026. That is 19 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Fedex (FDX) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Fedex (FDX), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Booking Holdings (BKNG), worth $250,001 - $500,000 on 21 Aug 2026. That is 67 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 Ishares Tr (IYT)
Companies mentioned with this story
- IYT Ishares Tr
For “How conflicts are impacting global supply chains,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story
- UPS United Parcel Service
In “How conflicts are impacting global supply chains,” United Parcel Service (UPS) is linked, with no stored direction, medium confidence. Reason on file: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
- FDX Fedex
For “How conflicts are impacting global supply chains,” Fedex (FDX) is linked, with no stored direction, medium confidence. Reason on file: FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
- UNP Union Pacific
Union Pacific (UNP) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “How conflicts are impacting global supply chains.” Reason on file: Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
- BKNG Booking Holdings
For “How conflicts are impacting global supply chains,” Booking Holdings (BKNG) is linked, with no stored direction, medium confidence. Reason on file: Booking Holdings (transportation services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
How “How conflicts are impacting global supply chains” reaches Ishares Tr (IYT)
The 27 Oct 2026 story “How conflicts are impacting global supply chains” names Ishares Tr (IYT) because of this story.
For Ishares Tr (IYT), the reason on file says iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story
A second company, United Parcel Service (UPS), is listed for a different reason: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story
Dates and price levels for Ishares Tr (IYT)
FDX traded between 283.99 and 304.81 across 20 sessions. The latest close on file is 300.52. UPS traded between 91.59 and 103.04 across 13 sessions. The latest close on file is 93.11.
What the saved facts support for Ishares Tr (IYT)
47 out of 100
“How conflicts are impacting global supply chains” scores 47 out of 100. The score uses 2 sources, and 5 linked companies.