Geopolitics Alpha

‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies

Published . Updated .

Tariffs, fuel prices and interest rates are squeezing American companies, particularly manufacturers, auto suppliers, retailers and transportation businesses.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX———————
AAPL———————
NKE———————
TLT———————
IEF———————
SLB———————
GLD———————

Tariffs, soaring fuel prices and higher interest rates are squeezing American companies, particularly manufacturers, auto suppliers, retailers and transportation businesses.

Source: CNBC Top

Price since this story was published: American Centy Etf Tr (ACLC)

Since the first closing price after “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies,” American Centy Etf Tr (ACLC) is +0.69%. The S&P 500 fund (SPY) is -0.89% over the same days, a +1.58% difference versus the market.

ACLC
SPY

Who gains and who loses around American Centy Etf Tr (ACLC)

Companies carried with this story

  • ACLC American Centy Etf Tr

    American Centy Etf Tr (ACLC) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies.” Reason on file: GA selected ACLC as a RELATED security because its canonical security name directly matches this event's themes: american. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AGZD Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund

    Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies.” Reason on file: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AHYB American Centy Etf Tr

    In “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies,” American Centy Etf Tr (AHYB) is linked, with no stored direction, medium confidence. Reason on file: GA selected AHYB as a RELATED security because its canonical security name directly matches this event's themes: american. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AVDE American Centy Etf Tr

    American Centy Etf Tr (AVDE) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies.” Reason on file: GA selected AVDE as a RELATED security because its canonical security name directly matches this event's themes: american. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AVDS American Centy Etf Tr

    American Centy Etf Tr (AVDS) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies.” Reason on file: GA selected AVDS as a RELATED security because its canonical security name directly matches this event's themes: american. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AVDV American Centy Etf Tr

    For “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies,” American Centy Etf Tr (AVDV) is linked, with no stored direction, medium confidence. Reason on file: GA selected AVDV as a RELATED security because its canonical security name directly matches this event's themes: american. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

American Centy Etf Tr (ACLC)

American Centy Etf Tr (ACLC) is the company in “‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies,” the 20 Sep 2026 this story story.

American Centy Etf Tr (ACLC) is on the page because GA selected ACLC as a RELATED security because its canonical security name directly matches this event's themes: american. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is here too. Its reason reads: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for American Centy Etf Tr (ACLC)

ACLC traded between 84.44 and 87.33 across 17 sessions. The latest close on file is 86.22. AGZD traded between 22.49 and 22.70 across 20 sessions. The latest close on file is 22.56. AHYB traded between 44.73 and 45.97 across 14 sessions. The latest close on file is 44.77.

How strong the case is around American Centy Etf Tr (ACLC)

46 out of 100

“‘It's awful’: How tariffs, soaring fuel costs and higher interest rates are squeezing American companies” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.