'No impact on India-US ties': Tharoor says Trump retains power on tariffs, Iran war
Published . Updated .
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This report is about tariffs and trade and defense.
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- USO United States Oil Fund-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- INDA iShares MSCI India ETF-4.1% 16d
iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).
- CAT Caterpillar-26.6% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-1.1% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLI | +3.03% | +5.45% | base | after close | after close | after close | after close |
| XRT | -2.55% | -2.49% | base | after close | after close | after close | after close |
| ITA | +2.67% | +5.93% | base | after close | after close | after close | after close |
| USO | +13.96% | +6.75% | base | after close | after close | after close | after close |
| INDA | -4.71% | -2.79% | base | after close | after close | after close | after close |
| CAT | +12.53% | +12.71% | base | after close | after close | after close | after close |
| DE | +1.76% | +0.35% | base | after close | after close | after close | after close |
| WMT | -3.29% | -2.27% | base | after close | after close | after close | after 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.
'No impact on India-US ties': Tharoor says Trump retains power on tariffs, Iran war The Times of India
Source: The Times of India
Defense
| Company | When | Move | Status |
|---|---|---|---|
| CAT | three days earlier | +12.71% | final price |
| CAT | five days earlier | +12.53% | final price |
| DE | three days earlier | +0.35% | final price |
| DE | five days earlier | +1.76% | final price |
| INDA | three days earlier | -2.79% | final price |
| INDA | five days earlier | -4.71% | final price |
| ITA | three days earlier | +5.93% | final price |
| ITA | five days earlier | +2.67% | final price |
| USO | three days earlier | +6.75% | final price |
| USO | five days earlier | +13.96% | final price |
| WMT | three days earlier | -2.27% | final price |
| WMT | five days earlier | -3.29% | final price |
| XLI | three days earlier | +5.45% | final price |
| XLI | five days earlier | +3.03% | final price |
| XRT | three days earlier | -2.49% | final price |
| XRT | five days earlier | -2.55% | final price |
Congressional trades in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 39 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 39 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 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 the defense case looks
12 out of 100
“'No impact on India-US ties': Tharoor says Trump retains power on tariffs, Iran war” scores 12 out of 100. The score uses 1 sources.