Geopolitics Alpha

The Affordability Agenda, Step One: End the War

Published . Updated .

Key takeaways

  • How can Democrats lower prices?
  • Exposed: ITA, XAR, PPA
  • Market reaction: price tracking starts with the next trading session.

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The Affordability Agenda, Step One: End the War

How can Democrats lower prices? Ending the Iran war, reversing Trump tariffs and cutting health care costs could help ease inflation.

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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.

  • XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • 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.

  • TIP iShares TIPS Bond ETF-0.4% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • CAT Caterpillar-32.6% 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-3.4% 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.

  • NKE Nike+6.7% 30d

    Nike (rubber and plastics footwear): 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

TickerT-5T-3T-1T0T+1T+2T+3
ITA+3.67%+2.77%baseafter closeafter closeafter closeafter close
XAR+2.91%+0.53%baseafter closeafter closeafter closeafter close
XLINo price data for this ticker———————
TIPNo price data for this ticker———————
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKENo price data for this ticker———————

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.

The Affordability Agenda, Step One: End the War DCReport.org

Source: DCReport.org

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

CompanyWhenMoveStatus
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.77%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+3.67%final price
Spdr Series Trust (XAR)three days earlier+0.53%final price
Spdr Series Trust (XAR)five days earlier+2.91%final price

Trades by members of Congress and officials in the stocks in this story

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).

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “The Affordability Agenda, Step One: End the War.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • XAR Spdr Series Trust

    For “The Affordability Agenda, Step One: End the War,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • PPA Invesco Aerospace & Defense Etf

    Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “The Affordability Agenda, Step One: End the War.” Reason on file: Invesco Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

How “The Affordability Agenda, Step One: End the War” reaches IShares U.S. Aerospace & Defense ETF (ITA)

On 7 Nov 2026, “The Affordability Agenda, Step One: End the War” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Also listed, Spdr Series Trust (XAR): SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. PPA traded between 150.30 and 158.29 across 20 sessions. The latest close on file is 158.05. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.

How solid “The Affordability Agenda, Step One: End the War” looks

27 out of 100

“The Affordability Agenda, Step One: End the War” scores 27 out of 100. The score uses 1 sources, and 3 linked companies.