Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish
Published . Updated .
Stocks came under pressure last week as surging oil prices and bond yields stoked renewed concerns about inflation and the Fed's next move.
Directly affected
- BLSH Bullish
Named in this report.
Indirectly affected
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- OXY Occidental Petroleum
Oil producers earn more when crude prices rise
- COP ConocoPhillips
Oil producers earn more when crude prices rise
- VLO Valero
Refiners' profits move with crude and fuel prices
- MPC Marathon Petroleum
Refiners' profits move with crude and fuel prices
- XOP SPDR S&P Oil & Gas Exploration
A fund of oil and gas producers
- XLE Energy Select Sector SPDR
A fund of energy companies
- USO United States Oil Fund
This fund moves with oil prices
- OIH VanEck Oil Services
Oilfield services rise when drilling follows oil prices
Price reaction, T-5 to T+3
Stocks came under pressure last week as surging oil prices and bond yields stoked renewed concerns about inflation and the Fed's next move.
Source: CNBC Top
United States Oil Fund (USO) since this story, compared with the market
Since the first closing price after “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” United States Oil Fund (USO) is +2.66%. The S&P 500 fund (SPY) is +0.77% over the same days, a +1.89% difference versus the market. energy stocks (XLE) is +5.05%, a -2.39% difference versus that group of stocks.
Who gains and who loses around United States Oil Fund (USO)
Companies tied to this story
- USO United States Oil Fund
For “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- BNO United States Brent Oil Fund
For “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XLE Select Sector Spdr Tr
In “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- UGA United States Gasoline Fund
For “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” 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 12 Sep 2026 story “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish.” 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
For “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” 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
In “Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish,” 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
How energy news reaches United States Oil Fund (USO)
“Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish” (12 Sep 2026) reaches United States Oil Fund (USO) through Energy.
What ties United States Oil Fund (USO) to the headline is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Also listed, United States Brent Oil Fund (BNO): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
The price range for United States Oil Fund (USO), and the dates in the story
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.
The energy score for United States Oil Fund (USO)
46 out of 100
“Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.