Geopolitics Alpha

Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive

Published . Updated .

Key takeaways

  • Exposed: XLU, TIP, NEE, WMT, DUK
  • Market reaction: XLU −0.2% on the day (still updating); TIP −0.1% on the day (still updating); WMT −1.3% 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 rose to 11% — eggsbecame the cheapest by thegreatest amount, while utilities…GEOPOLITICS ALPHA

This report is about power and utilities and inflation and prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLU Utilities Select Sector SPDR+7.1% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “utilities” (power and utilities) in this story.

  • TIP iShares TIPS Bond ETF+0.4% 19d

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

  • NEE NextEra Energy+10.5% 30d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

  • WMT Walmart+20.2% 30d

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

  • DUK Duke Energy+9.4% 30d

    Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

  • COST Costco Wholesale+17.1% 30d

    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.

  • SO The Southern+12.3% 30d

    The Southern (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

  • PG The Procter & Gamble+16.0% 30d

    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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLU-0.23%-1.35%base-0.19%after closeafter closeafter close
TIP+0.74%+0.94%base-0.05%after closeafter closeafter close
NEE+2.50%+0.79%base-0.54%after closeafter closeafter close
WMT+2.97%-0.02%base-1.30%after closeafter closeafter close
DUK+0.51%-0.91%base-0.73%after closeafter closeafter close
COST-1.85%-1.20%base+1.05%after closeafter closeafter close
SO-0.59%-1.44%base-0.40%after closeafter closeafter close
PG-0.74%-1.92%base-0.99%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 rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive Українські Національні Новини (УНН)

Source: 블루밍비트

How far Select Sector Spdr Tr (XLU) has moved since 11 Nov 2026

CompanyWhenMoveStatus
Costco Wholesale (COST)that day+1.05%still updating
Costco Wholesale (COST)three days earlier-1.20%final price
Costco Wholesale (COST)five days earlier-1.85%final price
Duke Energy (DUK)that day-0.73%still updating
Duke Energy (DUK)three days earlier-0.91%final price
Duke Energy (DUK)five days earlier+0.51%final price
Nextera Energy (NEE)that day-0.54%still updating
Nextera Energy (NEE)three days earlier+0.79%final price
Nextera Energy (NEE)five days earlier+2.50%final price
Procter & Gamble (PG)that day-0.99%still updating
Procter & Gamble (PG)three days earlier-1.92%final price
Procter & Gamble (PG)five days earlier-0.74%final price
Southern (SO)that day-0.40%still updating
Southern (SO)three days earlier-1.44%final price
Southern (SO)five days earlier-0.59%final price
Ishares Tr (TIP)that day-0.05%still updating
Ishares Tr (TIP)three days earlier+0.94%final price
Ishares Tr (TIP)five days earlier+0.74%final price
Walmart (WMT)that day-1.30%still updating
Walmart (WMT)three days earlier-0.02%final price
Walmart (WMT)five days earlier+2.97%final price
Select Sector Spdr Tr (XLU)that day-0.19%still updating
Select Sector Spdr Tr (XLU)three days earlier-1.35%final price
Select Sector Spdr Tr (XLU)five days earlier-0.23%final price

Trades by members of Congress and officials 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 Select Sector Spdr Tr (XLU)

Companies tied to this story

  • XLU Select Sector Spdr Tr

    For “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “utilities” (power and utilities) in this story

  • TIP Ishares Tr

    For “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • NEE Nextera Energy

    Nextera Energy (NEE) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive.” Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive.” 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

  • DUK Duke Energy

    Duke Energy (DUK) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive.” Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

  • COST Costco Wholesale

    For “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive,” 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

  • SO Southern

    In “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive,” Southern (SO) is linked, with no stored direction, medium confidence. Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

  • PG Procter & Gamble

    Procter & Gamble (PG) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive.” 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

Select Sector Spdr Tr (XLU)

“Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive” (11 Nov 2026) reaches Select Sector Spdr Tr (XLU) through this story.

Select Sector Spdr Tr (XLU) is on the page because Utilities Select Sector SPDR: it holds power utilities. Linked by “utilities” (power and utilities) 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 in the story, and the Select Sector Spdr Tr (XLU) price range

NEE traded between 76.42 and 85.57 across 20 sessions. The latest close on file is 84.32. TIP traded between 103.77 and 105.61 across 16 sessions. The latest close on file is 105.27. XLU traded between 39.05 and 42.88 across 17 sessions. The latest close on file is 42.56.

How strong the case is around Select Sector Spdr Tr (XLU)

46 out of 100Price not final

“Inflation rose to 11% — eggs became the cheapest by the greatest amount, while utilities and fuel became more expensive” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.