Geopolitics Alpha

Inflation: Now Pushing 4 Percent

Published . Updated .

Key takeaways

  • Exposed: KO, TIP, XLP, WMT, COST
  • Market reaction: KO +0.9% on the day (still updating); TIP −0.8% on the day (still updating); PG +0.7% on the day (still updating)

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHAInflation: Now Pushing 4 PercentGEOPOLITICS ALPHA

This report is about inflation and prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TIP iShares TIPS Bond ETF

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLP Consumer Staples Select Sector SPDR

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • WMT Walmart

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • COST Costco Wholesale

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PG The Procter & Gamble

    The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • KO The Coca-Cola

    The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TIP+0.06%+0.20%base-0.82%after closeafter closeafter close
XLP-2.12%+0.44%base+0.35%after closeafter closeafter close
WMT-0.64%+1.67%base+0.26%after closeafter closeafter close
COST-4.41%-0.01%base-0.12%after closeafter closeafter close
PG-3.76%-0.78%base+0.74%after closeafter closeafter close
KO-1.30%-0.28%base+0.89%after closeafter closeafter 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.

Inflation: Now Pushing 4 Percent National Review

Source: National Review

The price since 10 Nov 2026: Coca Cola (KO) versus the S&P 500

CompanyWhenMoveStatus
Costco Wholesale (COST)that day-0.12%still updating
Costco Wholesale (COST)three days earlier-0.01%final price
Costco Wholesale (COST)five days earlier-4.41%final price
Coca Cola (KO)that day+0.89%still updating
Coca Cola (KO)three days earlier-0.28%final price
Coca Cola (KO)five days earlier-1.30%final price
Procter & Gamble (PG)that day+0.74%still updating
Procter & Gamble (PG)three days earlier-0.78%final price
Procter & Gamble (PG)five days earlier-3.76%final price
Ishares Tr (TIP)that day-0.82%still updating
Ishares Tr (TIP)three days earlier+0.20%final price
Ishares Tr (TIP)five days earlier+0.06%final price
Walmart (WMT)that day+0.26%still updating
Walmart (WMT)three days earlier+1.67%final price
Walmart (WMT)five days earlier-0.64%final price
Select Sector Spdr Tr (XLP)that day+0.35%still updating
Select Sector Spdr Tr (XLP)three days earlier+0.44%final price
Select Sector Spdr Tr (XLP)five days earlier-2.12%final price

Congressional trades in the stocks in this story

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 Coca Cola (KO)

Companies tied to this story

  • KO Coca Cola

    Coca Cola (KO) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Inflation: Now Pushing 4 Percent.” Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • TIP Ishares Tr

    Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Inflation: Now Pushing 4 Percent.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • XLP Select Sector Spdr Tr

    Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Inflation: Now Pushing 4 Percent.” Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    In “Inflation: Now Pushing 4 Percent,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • COST Costco Wholesale

    In “Inflation: Now Pushing 4 Percent,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • PG Procter & Gamble

    Procter & Gamble (PG) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Inflation: Now Pushing 4 Percent.” Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

How “Inflation: Now Pushing 4 Percent” reaches Coca Cola (KO)

The 10 Nov 2026 story “Inflation: Now Pushing 4 Percent” names Coca Cola (KO) because of this story.

Coca Cola (KO) is on the page because The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

Also listed, Ishares Tr (TIP): iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

Dates and price levels for Coca Cola (KO)

KO traded between 89.68 and 97.39 across 20 sessions. The latest close on file is 96.03. TIP traded between 103.77 and 105.61 across 16 sessions. The latest close on file is 105.27. XLP traded between 80.10 and 82.50 across 6 sessions. The latest close on file is 81.02.

A simple score for Coca Cola (KO)

46 out of 100Price not final

“Inflation: Now Pushing 4 Percent” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.