Geopolitics Alpha

Inflation hits highest level since 2023, as the Iran war pushes up prices

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Inflation hits highest level since 2023, as the Iran war pushes up prices ABC11 News

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

TickerT-5T-3T-1T0T+1T+2T+3
FRO-4.17%-5.40%—+5.54%+5.19%+0.27%-6.36%
INSW-2.70%-2.49%—+3.69%+4.30%-1.00%-5.62%
DHT-3.33%-3.73%—+6.49%+7.83%+1.26%-4.87%
TNK———————
USO———————
XLE———————
LMT-0.61%-2.04%—+0.48%-1.13%+2.44%+4.55%
RTX———————
XOM———————
DAL+1.16%+0.99%—-2.50%-3.18%-6.69%-4.98%

Inflation hits highest level since 2023, as the Iran war pushes up prices ABC11 News

Source: ABC11 News

Invesco Db Agriculture Fund (DBA) since this story, compared with the market

Since the first closing price after “Inflation hits highest level since 2023, as the Iran war pushes up prices,” Invesco Db Agriculture Fund (DBA) is -0.81%. The S&P 500 fund (SPY) is -1.47% over the same days, a +0.66% difference versus the market. industrial stocks (XLI) is -1.14%, a +0.34% difference versus that group of stocks.

CompanyWhenMoveStatus
DALthat day-2.50%final price
DALthe next day-3.18%final price
DALtwo days later-6.69%final price
DALthree days later-4.98%final price
DALthree days earlier+0.99%final price
DALfive days earlier+1.16%final price
DHTthat day+6.49%final price
DHTthe next day+7.83%final price
DHTtwo days later+1.26%final price
DHTthree days later-4.87%final price
DHTthree days earlier-3.73%final price
DHTfive days earlier-3.33%final price
FROthat day+5.54%final price
FROthe next day+5.19%final price
FROtwo days later+0.27%final price
FROthree days later-6.36%final price
FROthree days earlier-5.40%final price
FROfive days earlier-4.17%final price
INSWthat day+3.69%final price
INSWthe next day+4.30%final price
INSWtwo days later-1.00%final price
INSWthree days later-5.62%final price
INSWthree days earlier-2.49%final price
INSWfive days earlier-2.70%final price
LMTthat day+0.48%final price
LMTthe next day-1.13%final price
LMTtwo days later+2.44%final price
LMTthree days later+4.55%final price
LMTthree days earlier-2.04%final price
LMTfive days earlier-0.61%final price
DBA
SPY
XLI

Companies in defense around Invesco Db Agriculture Fund (DBA)

Companies tied to this story

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Inflation hits highest level since 2023, as the Iran war pushes up prices.” 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

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Inflation hits highest level since 2023, as the Iran war pushes up prices.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • UGA United States Gasoline Fund

    In “Inflation hits highest level since 2023, as the Iran war pushes up prices,” 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

    For “Inflation hits highest level since 2023, as the Iran war pushes up prices,” 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

  • XME Spdr Series Trust

    In “Inflation hits highest level since 2023, as the Iran war pushes up prices,” 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 “Inflation hits highest level since 2023, as the Iran war pushes up prices,” 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 “Inflation hits highest level since 2023, as the Iran war pushes up prices,” 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

    For “Inflation hits highest level since 2023, as the Iran war pushes up prices,” 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

Invesco Db Agriculture Fund (DBA) and the defense link

The 12 Oct 2026 story “Inflation hits highest level since 2023, as the Iran war pushes up prices” names Invesco Db Agriculture Fund (DBA) because of Defense.

The link for Invesco Db Agriculture Fund (DBA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Also listed, Vaneck Etf Trust (MOO): Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates and price levels for Invesco Db Agriculture Fund (DBA)

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. MOO traded between 80.33 and 85.25 across 20 sessions. The latest close on file is 80.70. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

What the saved facts support for Invesco Db Agriculture Fund (DBA)

46 out of 100

“Inflation hits highest level since 2023, as the Iran war pushes up prices” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.