Liberman warns US could recognize Palestinian state, sanction Israel within two years

Published 13 Oct 2026, 16:00 UTC. Updated 13 Oct 2026, 17:41 UTC.

Liberman warns US could recognize Palestinian state, sanction Israel within two years The Jerusalem Post

Directly affected

No company is named in this report.

Indirectly affected

LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
RTX RTX
Defense contractors get more work when conflict spending rises
NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
GD General Dynamics
Defense contractors get more work when conflict spending rises
XLE Energy Select Sector SPDR
Energy prices move when sanctioned supply is blocked
USO United States Oil Fund
This fund moves with oil prices
ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
BA Boeing
Defense and aerospace orders move with conflict spending
LHX L3Harris
Defense contractors get more work when conflict spending rises
HII Huntington Ingalls
Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	—	—	—	—	—	—	—
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
XLE	—	—	—	—	—	—	—
USO	—	—	—	—	—	—	—
ITA	+1.03%	-0.59%	—	-0.98%	-0.89%	+0.37%	+1.47%
BA	+0.18%	-0.93%	—	-1.56%	-2.60%	-0.40%	+0.30%
LHX	-0.18%	-0.55%	—	-1.46%	-0.27%	+0.99%	+4.32%
HII	-0.10%	+0.38%	—	-2.41%	+0.16%	+1.23%	+2.87%

Liberman warns US could recognize Palestinian state, sanction Israel within two years The Jerusalem Post

Source: The Jerusalem Post

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

Since the first closing price after “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.83% difference versus that group of stocks.

Company	When	Move	Status
BA	that day	-1.56%	final price
BA	the next day	-2.60%	final price
BA	two days later	-0.40%	final price
BA	three days later	+0.30%	final price
BA	three days earlier	-0.93%	final price
BA	five days earlier	+0.18%	final price
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
HII	that day	-2.41%	final price
HII	the next day	+0.16%	final price
HII	two days later	+1.23%	final price
HII	three days later	+2.87%	final price
HII	three days earlier	+0.38%	final price
HII	five days earlier	-0.10%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	that day	-0.98%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	the next day	-0.89%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	two days later	+0.37%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days later	+1.47%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days earlier	-0.59%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	five days earlier	+1.03%	final price
LHX	that day	-1.46%	final price
LHX	the next day	-0.27%	final price
LHX	two days later	+0.99%	final price
LHX	three days later	+4.32%	final price
LHX	three days earlier	-0.55%	final price
LHX	five days earlier	-0.18%	final price

ITA

SPY

XLI

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies mentioned with this story

ITA IShares U.S. Aerospace & Defense ETF
For “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
XAR Spdr Series Trust
Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Liberman warns US could recognize Palestinian state, sanction Israel within two years.” Reason on file: Material security escalation can alter defense demand expectations and risk premia
KBE Spdr Ser Tr State Street Spdr S&P Bk Etf
In “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” Spdr Ser Tr State Street Spdr S&P Bk Etf (KBE) is linked, with no stored direction, medium confidence. Reason on file: GA selected KBE as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
SPY Spdr S&P 500 Etf Trust
For “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” Spdr S&P 500 Etf Trust (SPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected SPY as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
XHB State Street Spdr S&P Homebuilders Etf
For “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” State Street Spdr S&P Homebuilders Etf (XHB) is linked, with no stored direction, medium confidence. Reason on file: GA selected XHB as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, medium confidence. Reason on file: GA selected XOP as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
CWI State Street Spdr Msci Acwi Ex Us Etf
For “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” State Street Spdr Msci Acwi Ex Us Etf (CWI) is linked, with no stored direction, medium confidence. Reason on file: GA selected CWI as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
GLD Spdr Gold Trust
In “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

IShares U.S. Aerospace & Defense ETF (ITA) is the company in “Liberman warns US could recognize Palestinian state, sanction Israel within two years,” the 13 Oct 2026 Defense story.

What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: Material security escalation can alter defense demand expectations and risk premia

A second company, Spdr Series Trust (XAR), is listed for a different reason: Material security escalation can alter defense demand expectations and risk premia

What this defense story puts on the calendar

ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. KBE traded between 61.81 and 66.63 across 20 sessions. The latest close on file is 63.14. SPY traded between 758.80 and 781.59 across 20 sessions. The latest close on file is 766.60.

The defense score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Liberman warns US could recognize Palestinian state, sanction Israel within two years” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.