Geopolitics Alpha

Kansas manufacturing business responds to candidates’ conflicting accounts of tariff effects

Published . Updated .

GEOPOLITICS ALPHAKansas manufacturing businessresponds to candidates’conflicting accounts of tariff…RTXGEOPOLITICS ALPHA

This report is about Defense and Sanctions. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • RTX Rtx

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • AAPL Apple+5.3%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+1.2%

    Sales and supply chains are exposed to a new tariff

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX-0.33%-0.66%baseafter closeafter closeafter closeafter close
LMT-6.43%-7.02%baseafter closeafter closeafter closeafter close
NOC-5.86%-3.30%baseafter closeafter closeafter closeafter close
GD-1.89%-1.84%baseafter closeafter closeafter closeafter close
XLE+0.97%+0.55%baseafter closeafter closeafter closeafter close
USO-0.46%-1.11%baseafter closeafter closeafter closeafter close
AAPL-1.42%-2.49%baseafter closeafter closeafter closeafter close
NKE-3.09%-1.10%baseafter closeafter closeafter closeafter close
ITA+2.30%+0.79%baseafter closeafter closeafter closeafter close
BA+1.35%+1.49%baseafter closeafter 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.

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.

Kansas manufacturing business responds to candidates’ conflicting accounts of tariff effects Kansas Reflector

Source: Kansas Reflector

This story

CompanyWhenMoveStatus
AAPLthree days earlier-2.49%final price
AAPLfive days earlier-1.42%final price
BAthree days earlier+1.49%final price
BAfive days earlier+1.35%final price
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
NKEthree days earlier-1.10%final price
NKEfive days earlier-3.09%final price
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%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).

This story

12 out of 100

“Kansas manufacturing business responds to candidates’ conflicting accounts of tariff effects” scores 12 out of 100. The score uses 1 sources.