Tariffs and inflation: the increase from October 1 is just the beginning

Published 12 Oct 2026, 17:53 UTC. Updated 12 Oct 2026, 18:03 UTC.

Tariffs and inflation: the increase from October 1 is just the beginning Говорит НеМосква

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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
XLE	—	—	—	—	—	—	—
USO	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
CVX	-2.61%	-3.22%	—	+1.43%	+2.75%	+4.76%	+3.48%
AAPL	-1.00%	+0.03%	—	+1.36%	+1.44%	+1.94%	+1.62%
NKE	-2.17%	-1.04%	—	+1.77%	+1.79%	+1.71%	+7.04%
SLB	—	—	—	—	—	—	—
GLD	-1.32%	-2.27%	—	-0.63%	-0.76%	-2.24%	-0.50%
LMT	-0.61%	-2.04%	—	+0.48%	-1.13%	+2.44%	+4.55%
SPY	—	—	—	—	—	—	—

Tariffs and inflation: the increase from October 1 is just the beginning Говорит НеМосква

Source: 블루밍비트

The price since 12 Oct 2026: United States Gasoline Fund (UGA) versus the S&P 500

Since the first closing price after “Tariffs and inflation: the increase from October 1 is just the beginning,” United States Gasoline Fund (UGA) is -1.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.23% difference versus the market.

Company	When	Move	Status
AAPL	that day	+1.36%	final price
AAPL	the next day	+1.44%	final price
AAPL	two days later	+1.94%	final price
AAPL	three days later	+1.62%	final price
AAPL	three days earlier	+0.03%	final price
AAPL	five days earlier	-1.00%	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
GLD	that day	-0.63%	final price
GLD	the next day	-0.76%	final price
GLD	two days later	-2.24%	final price
GLD	three days later	-0.50%	final price
GLD	three days earlier	-2.27%	final price
GLD	five days earlier	-1.32%	final price
LMT	that day	+0.48%	final price
LMT	the next day	-1.13%	final price
LMT	two days later	+2.44%	final price
LMT	three days later	+4.55%	final price
LMT	three days earlier	-2.04%	final price
LMT	five days earlier	-0.61%	final price
NKE	that day	+1.77%	final price
NKE	the next day	+1.79%	final price
NKE	two days later	+1.71%	final price
NKE	three days later	+7.04%	final price
NKE	three days earlier	-1.04%	final price
NKE	five days earlier	-2.17%	final price

UGA

SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies tied to this story

UGA United States Gasoline Fund
For “Tariffs and inflation: the increase from October 1 is just the beginning,” 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
MOO Vaneck Etf Trust
In “Tariffs and inflation: the increase from October 1 is just the beginning,” 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
For “Tariffs and inflation: the increase from October 1 is just the beginning,” Spdr Series Trust (XME) 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
XLY Select Sector Spdr Tr
In “Tariffs and inflation: the increase from October 1 is just the beginning,” 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 “Tariffs and inflation: the increase from October 1 is just the beginning,” 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
For “Tariffs and inflation: the increase from October 1 is just the beginning,” Ishares Tr (HYG) 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
IEI Ishares Tr
Ishares Tr (IEI) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Tariffs and inflation: the increase from October 1 is just the beginning.” 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 Oct 2026 story “Tariffs and inflation: the increase from October 1 is just the beginning.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA)

The 12 Oct 2026 story “Tariffs and inflation: the increase from October 1 is just the beginning” names United States Gasoline Fund (UGA) because of this story.

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

A second company, Vaneck Etf Trust (MOO), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates in the story, and the United States Gasoline Fund (UGA) price range

MOO traded between 80.33 and 85.25 across 20 sessions. The latest close on file is 80.70. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49. XME traded between 97.40 and 111.52 across 18 sessions. The latest close on file is 101.31.

What the saved facts support for United States Gasoline Fund (UGA)

46 out of 100

“Tariffs and inflation: the increase from October 1 is just the beginning” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.