Geopolitics Alpha

Ryan Mackenzie sits down with WFMZ to discuss taxes, tariffs, medicaid, immigration, affordability ahead of the midterm election

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Ryan Mackenzie sits down with WFMZ to discuss taxes, tariffs, medicaid, immigration, affordability ahead of the midterm election WFMZ.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • SPY SPDR S&P 500

    The broad market moves when a major sanction lands

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX———————
AAPL———————
NKE———————
SLB———————
GLD———————
LMT———————
SPY———————

Ryan Mackenzie sits down with WFMZ to discuss taxes, tariffs, medicaid, immigration, affordability ahead of the midterm election WFMZ.com

Source: WFMZ.com

This story

12 out of 100

“Ryan Mackenzie sits down with WFMZ to discuss taxes, tariffs, medicaid, immigration, affordability ahead of the midterm election” scores 12 out of 100. The score uses 1 sources.