Geopolitics Alpha

Tariffs take a toll on construction

Published . Updated .

Tariffs take a toll on construction Pit & Quarry

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-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
AAPL-2.15%-0.18%—+0.08%+0.58%+0.25%+0.69%
NKE-2.07%-1.67%—+0.01%-0.06%+5.18%+5.05%
SLB———————
GLD+0.03%-0.93%—-0.14%-1.62%+0.13%-0.03%
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
SPY———————

Tariffs take a toll on construction Pit & Quarry

Source: Pit & Quarry

Price since this story was published: Invesco Building & Construction Etf (PKB)

Since the first closing price after “Tariffs take a toll on construction,” Invesco Building & Construction Etf (PKB) is +0.24%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.64% difference versus the market.

CompanyWhenMoveStatus
AAPLthat day+0.08%final price
AAPLthe next day+0.58%final price
AAPLtwo days later+0.25%final price
AAPLthree days later+0.69%final price
AAPLthree days earlier-0.18%final price
AAPLfive days earlier-2.15%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GLDthat day-0.14%final price
GLDthe next day-1.62%final price
GLDtwo days later+0.13%final price
GLDthree days later-0.03%final price
GLDthree days earlier-0.93%final price
GLDfive days earlier+0.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
NKEthat day+0.01%final price
NKEthe next day-0.06%final price
NKEtwo days later+5.18%final price
NKEthree days later+5.05%final price
NKEthree days earlier-1.67%final price
NKEfive days earlier-2.07%final price
PKB
SPY

Who is named in “Tariffs take a toll on construction”

Companies tied to this story

  • PKB Invesco Building & Construction Etf

    For “Tariffs take a toll on construction,” Invesco Building & Construction Etf (PKB) is linked, with no stored direction, medium confidence. Reason on file: GA selected PKB as a RELATED security because its canonical security name directly matches this event's themes: construction. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Tariffs take a toll on construction” reaches Invesco Building & Construction Etf (PKB)

The 13 Oct 2026 story “Tariffs take a toll on construction” names Invesco Building & Construction Etf (PKB) because of this story.

Invesco Building & Construction Etf (PKB) is on the page because GA selected PKB as a RELATED security because its canonical security name directly matches this event's themes: construction. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Invesco Building & Construction Etf (PKB)

PKB traded between 86.54 and 94.29 across 20 sessions. The latest close on file is 87.06.

How strong the case is around Invesco Building & Construction Etf (PKB)

14 out of 100

“Tariffs take a toll on construction” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.