Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief
Published . Updated .
Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief Seeking Alpha
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
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- 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
Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief Seeking Alpha
Source: Seeking Alpha
United States Gasoline Fund (UGA) compared with industrial stocks (XLI) since 11 Oct 2026
Since the first closing price after “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief,” United States Gasoline Fund (UGA) is -3.52%. The S&P 500 fund (SPY) is -1.47% over the same days, a -2.05% difference versus the market. industrial stocks (XLI) is -1.43%, a -2.09% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | -0.50% | final price |
| BA | the next day | -2.05% | final price |
| BA | two days later | -3.08% | final price |
| BA | three days later | -0.90% | final price |
| BA | three days earlier | -1.13% | final price |
| BA | five days earlier | +1.20% | final price |
| CVX | that day | +1.43% | final price |
| CVX | the next day | +2.75% | final price |
| CVX | two days later | +4.76% | final price |
| CVX | three days later | +3.48% | final price |
| CVX | three days earlier | -3.22% | final price |
| CVX | five days earlier | -2.61% | final price |
| Invesco Db Agriculture Fund (DBA) | that day | +0.37% | final price |
| Invesco Db Agriculture Fund (DBA) | the next day | +0.35% | final price |
| Invesco Db Agriculture Fund (DBA) | two days later | -0.23% | final price |
| Invesco Db Agriculture Fund (DBA) | three days later | -0.11% | final price |
| Invesco Db Agriculture Fund (DBA) | three days earlier | +0.60% | final price |
| Invesco Db Agriculture Fund (DBA) | five days earlier | +0.44% | final price |
| First Trust Global Wind Energy Etf (FAN) | that day | 0.00% | final price |
| First Trust Global Wind Energy Etf (FAN) | the next day | +1.23% | final price |
| First Trust Global Wind Energy Etf (FAN) | two days later | -1.09% | final price |
| First Trust Global Wind Energy Etf (FAN) | three days later | -1.04% | final price |
| First Trust Global Wind Energy Etf (FAN) | three days earlier | +0.59% | final price |
| First Trust Global Wind Energy Etf (FAN) | five days earlier | +1.81% | final price |
| Fidelity Clean Energy Etf (FRNW) | that day | -0.07% | final price |
| Fidelity Clean Energy Etf (FRNW) | the next day | +0.36% | final price |
| Fidelity Clean Energy Etf (FRNW) | two days later | -2.89% | final price |
| Fidelity Clean Energy Etf (FRNW) | three days later | -3.41% | final price |
| Fidelity Clean Energy Etf (FRNW) | three days earlier | +0.02% | final price |
| Fidelity Clean Energy Etf (FRNW) | five days earlier | +0.45% | final price |
Companies in defense around United States Gasoline Fund (UGA)
Companies carried with this story
- UGA United States Gasoline Fund
For “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief,” 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 11 Oct 2026 story “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief.” 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
In “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief,” Invesco Db Agriculture Fund (DBA) 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
- MOO Vaneck Etf Trust
For “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief,” 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
Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief.” 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
In “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief,” 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
In “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief,” Ishares Tr (IWM) 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
- HYG Ishares Tr
Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
How defense news reaches United States Gasoline Fund (UGA)
On 11 Oct 2026, “Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief” is the story that connects United States Gasoline Fund (UGA) to Defense.
United States Gasoline Fund (UGA) is on the page because Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
iShares S&P GSCI Commodity-Indexed Trust (GSG) is here too. Its reason reads: 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.
How solid the defense case looks
46 out of 100
“Marko Kolanovic calls Trump’s energy ceasefire a ‘con,’ Tom Lee sees potential inflation relief” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.