Geopolitics Alpha

Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings

Published . Updated .

Traders are waiting on the Fed's favored inflation gauge after a month of oil-driven rate-hike bets that sent 30-year Treasury yields to their highest since 2002.

Directly affected

  • MU Micron Technology

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • IBIT iShares Bitcoin Trust

    This price moves with the crypto market

  • COIN Coinbase

    The crypto exchange moves with trading volumes

  • 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

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MU———————
NVDA———————
TSM———————
ASML———————
AVGO———————
IBIT———————
COIN———————
TLT———————
IEF———————
AMD———————
AMAT———————

Traders are waiting on the Fed's favored inflation gauge after a month of oil-driven rate-hike bets that sent 30-year Treasury yields to their highest since 2002.

Source: CoinDesk

The price since 30 Sep 2026: United States Gasoline Fund (UGA) versus the S&P 500

Since the first closing price after “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings,” United States Gasoline Fund (UGA) is -6.10%. The S&P 500 fund (SPY) is +0.33% over the same days, a -6.43% difference versus the market.

UGA
SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies mentioned with this story

  • UGA United States Gasoline Fund

    In “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    For “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    For “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    For “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    For “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA)

The 30 Sep 2026 story “Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings” names United States Gasoline Fund (UGA) because of this story.

What ties United States Gasoline Fund (UGA) to the headline is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Also listed, iShares S&P GSCI Commodity-Indexed Trust (GSG): Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

The price range for United States Gasoline Fund (UGA), and the dates in the story

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

What the saved facts support for United States Gasoline Fund (UGA)

46 out of 100

“Live updates: Bitcoin below $84,000 ahead of PCE inflation data, Micron earnings” scores 46 out of 100. The score uses 1 sources, and 23 linked companies.