Lower inflation doesn’t mean lower prices - expert
Published . Updated .
A new IPSOS survey across 33 countries shows that people expect inflation to keep rising, with wars and global conflict pushing up living costs.
Directly affected
- PPLI People
Named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- TLT iShares 20+ Year Treasury Bond-1.8%
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond-0.9%
Treasury bonds move when yields change
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- BA Boeing-10.5%
Defense and aerospace orders move with conflict spending
- LHX L3Harris+2.0%
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 |
|---|---|---|---|---|---|---|---|
| PPLINo price data for this ticker | — | — | — | — | — | — | — |
| LMTNo price data for this ticker | — | — | — | — | — | — | — |
| RTXNo price data for this ticker | — | — | — | — | — | — | — |
| NOCNo price data for this ticker | — | — | — | — | — | — | — |
| GDNo price data for this ticker | — | — | — | — | — | — | — |
| TLT | -2.31% | -1.35% | base | after close | after close | after close | after close |
| IEF | -1.06% | -0.90% | base | after close | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| BANo price data for this ticker | — | — | — | — | — | — | — |
| LHXNo price data for this ticker | — | — | — | — | — | — | — |
| HIINo price data for this ticker | — | — | — | — | — | — | — |
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.
Lower inflation doesn’t mean lower prices - expert eNCA
Source: eNCA
This story
| Company | When | Move | Status |
|---|---|---|---|
| BAC | three days earlier | +0.51% | final price |
| BAC | five days earlier | -0.32% | final price |
| GS | three days earlier | +3.31% | final price |
| GS | five days earlier | 0.00% | final price |
| IEF | three days earlier | -0.90% | final price |
| IEF | five days earlier | -1.06% | final price |
| JPM | three days earlier | +1.08% | final price |
| JPM | five days earlier | +0.58% | final price |
| KRE | three days earlier | -2.55% | final price |
| KRE | five days earlier | -4.40% | final price |
| SHY | three days earlier | -0.27% | final price |
| SHY | five days earlier | -0.24% | final price |
| SPY | three days earlier | +1.75% | final price |
| SPY | five days earlier | +0.89% | final price |
| TLT | three days earlier | -1.35% | final price |
| TLT | five days earlier | -2.31% | final price |
| XLF | three days earlier | +0.21% | final price |
| XLF | five days earlier | -1.49% | final price |
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 37 days before publication. Filed 13 Oct 2026. View the filing.
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 45 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 72 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 72 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Richard Dean McCormick sold L3Harris Technologies (LHX), worth $1,001 - $15,000 on 30 Jul 2026. That is 86 days before publication. Filed 14 Aug 2026. View the filing.
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).
How solid “Lower inflation doesn’t mean lower prices - expert” looks
12 out of 100
“Lower inflation doesn’t mean lower prices - expert” scores 12 out of 100. The score uses 1 sources.