The size and speed of tariff pass through into consumer prices
Published . Updated .
The size and speed of tariff pass through into consumer prices CEPR
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
The size and speed of tariff pass through into consumer prices CEPR
Source: CEPR
Global X Emerging Markets Great Consumer Etf (EMC) since this story, compared with the market
Since the first closing price after “The size and speed of tariff pass through into consumer prices,” Global X Emerging Markets Great Consumer Etf (EMC) is -1.64%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.17% 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 |
Who gains and who loses around Global X Emerging Markets Great Consumer Etf (EMC)
Companies carried with this story
- EMC Global X Emerging Markets Great Consumer Etf
Global X Emerging Markets Great Consumer Etf (EMC) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “The size and speed of tariff pass through into consumer prices.” Reason on file: GA selected EMC as a RELATED security because its canonical security name directly matches this event's themes: consumer. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- IYC Ishares U.S. Consumer Discretionary Etf
In “The size and speed of tariff pass through into consumer prices,” Ishares U.S. Consumer Discretionary Etf (IYC) is linked, with no stored direction, medium confidence. Reason on file: GA selected IYC as a RELATED security because its canonical security name directly matches this event's themes: consumer. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- IYK Ishares U.S. Consumer Staples Etf
For “The size and speed of tariff pass through into consumer prices,” Ishares U.S. Consumer Staples Etf (IYK) is linked, with no stored direction, medium confidence. Reason on file: GA selected IYK as a RELATED security because its canonical security name directly matches this event's themes: consumer. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- KXI Ishares Global Consumer Staples Etf
In “The size and speed of tariff pass through into consumer prices,” Ishares Global Consumer Staples Etf (KXI) is linked, with no stored direction, medium confidence. Reason on file: GA selected KXI as a RELATED security because its canonical security name directly matches this event's themes: consumer. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- SIZE Ishares Msci Usa Size Factor Etf
Ishares Msci Usa Size Factor Etf (SIZE) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “The size and speed of tariff pass through into consumer prices.” Reason on file: GA selected SIZE as a RELATED security because its canonical security name directly matches this event's themes: size. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TACU T Rowe Price Etf
In “The size and speed of tariff pass through into consumer prices,” T Rowe Price Etf (TACU) is linked, with no stored direction, medium confidence. Reason on file: GA selected TACU as a RELATED security because its canonical security name directly matches this event's themes: prices. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Global X Emerging Markets Great Consumer Etf (EMC)
On 11 Oct 2026, “The size and speed of tariff pass through into consumer prices” is the story that connects Global X Emerging Markets Great Consumer Etf (EMC) to this story.
The link for Global X Emerging Markets Great Consumer Etf (EMC) is this: GA selected EMC as a RELATED security because its canonical security name directly matches this event's themes: consumer. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, Ishares U.S. Consumer Discretionary Etf (IYC), is listed for a different reason: GA selected IYC as a RELATED security because its canonical security name directly matches this event's themes: consumer. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Price levels for Global X Emerging Markets Great Consumer Etf (EMC)
EMC traded between 35.03 and 38.41 across 12 sessions. The latest close on file is 35.03. IYC traded between 94.09 and 100.29 across 20 sessions. The latest close on file is 99.46. IYK traded between 70.55 and 77.60 across 20 sessions. The latest close on file is 76.73.
How strong the case is around Global X Emerging Markets Great Consumer Etf (EMC)
46 out of 100
“The size and speed of tariff pass through into consumer prices” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.