IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out

Published 13 Oct 2026, 02:04 UTC. Updated 13 Oct 2026, 07:54 UTC.

IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out Yahoo Finance

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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
FRO	-10.86%	-5.02%	—	-0.34%	-5.00%	-11.28%	-11.40%
INSW	-6.27%	-1.98%	—	+0.59%	-4.52%	-8.98%	-11.54%
DHT	-10.35%	-5.03%	—	+1.26%	-4.92%	-10.67%	-10.10%
TNK	—	—	—	—	—	—	—
USO	—	—	—	—	—	—	—
XLE	—	—	—	—	—	—	—
LMT	-0.43%	-0.82%	—	-1.60%	+1.95%	+4.06%	+7.83%
RTX	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
DAL	+4.42%	+2.56%	—	-0.71%	-4.31%	-2.55%	-5.92%

IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out Yahoo Finance Singapore

Source: Yahoo Finance

United States Gasoline Fund (UGA) compared with industrial stocks (XLI) since 13 Oct 2026

Since the first closing price after “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” 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.

Company	When	Move	Status
DAL	that day	-0.71%	final price
DAL	the next day	-4.31%	final price
DAL	two days later	-2.55%	final price
DAL	three days later	-5.92%	final price
DAL	three days earlier	+2.56%	final price
DAL	five days earlier	+4.42%	final price
DHT	that day	+1.26%	final price
DHT	the next day	-4.92%	final price
DHT	two days later	-10.67%	final price
DHT	three days later	-10.10%	final price
DHT	three days earlier	-5.03%	final price
DHT	five days earlier	-10.35%	final price
FRO	that day	-0.34%	final price
FRO	the next day	-5.00%	final price
FRO	two days later	-11.28%	final price
FRO	three days later	-11.40%	final price
FRO	three days earlier	-5.02%	final price
FRO	five days earlier	-10.86%	final price
INSW	that day	+0.59%	final price
INSW	the next day	-4.52%	final price
INSW	two days later	-8.98%	final price
INSW	three days later	-11.54%	final price
INSW	three days earlier	-1.98%	final price
INSW	five days earlier	-6.27%	final price
LMT	that day	-1.60%	final price
LMT	the next day	+1.95%	final price
LMT	two days later	+4.06%	final price
LMT	three days later	+7.83%	final price
LMT	three days earlier	-0.82%	final price
LMT	five days earlier	-0.43%	final price

UGA

SPY

XLI

United States Gasoline Fund (UGA) on one side of this defense story

Companies carried with this story

UGA United States Gasoline Fund
For “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” United States Gasoline Fund (UGA) 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
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 “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out.” 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 “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” 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 “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” 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 “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” 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 “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” 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
Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
HYG Ishares Tr
Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out.” 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 United States Gasoline Fund (UGA)

United States Gasoline Fund (UGA) is the company in “IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out,” the 13 Oct 2026 Defense story.

What ties United States Gasoline Fund (UGA) to the headline is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, iShares S&P GSCI Commodity-Indexed Trust (GSG), 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 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 strong the case is around United States Gasoline Fund (UGA)

54 out of 100

“IMF warns of fractured global growth and rising inflation driven by the Iran war and AI build-out” scores 54 out of 100. The score uses 2 sources, and 20 linked companies.