🇺🇸Trump: “Interest rates are very soon going to be falling just like oil, gas, everything is going to be.” We’ve heard this before, just like we heard he would end the Ukraine war in 24 hours and no new wars… Yet here we are, and U.S. interest rates are heading
Published . Updated .
This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
- RTX Rtx
Named in this report.
Indirectly affected
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+2.8%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+4.9%
Energy prices move when Russian supply is at risk
- GD General Dynamics-3.4%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-5.8%
A fund of aerospace and defense companies
- TLT iShares 20+ Year Treasury Bond-1.8%
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond-0.9%
Treasury bonds move when yields change
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- CVX Chevron+6.6%
Oil producers earn more when crude prices rise
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RTX | -2.43% | +0.25% | base | +1.56% | +0.44% | after close | after close |
| LMT | -3.46% | -0.65% | base | +6.92% | after close | after close | after close |
| NOC | -7.50% | -5.40% | base | +2.35% | +1.36% | after close | after close |
| XLE | -2.35% | -0.51% | base | -0.84% | after close | after close | after close |
| GD | -2.28% | -1.02% | base | +1.71% | +1.41% | after close | after close |
| ITA | +0.57% | +0.95% | base | -0.62% | -2.40% | after close | after close |
| TLT | -0.31% | -0.97% | base | +1.86% | after close | after close | after close |
| IEF | +0.13% | -0.17% | base | +1.08% | after close | after close | after close |
| XOM | -1.88% | +0.08% | base | +0.06% | after close | after close | after close |
| CVX | -3.26% | -1.00% | base | -0.08% | after close | after close | after close |
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.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
🇺🇸Trump: “Interest rates are very soon going to be falling just like oil, gas, everything is going to be.” We’ve heard this before, just like we heard he would end the Ukraine war in 24 hours and no new wars… Yet here we are, and U.S. inte…
Source: X
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | -0.08% | final price |
| CVX | three days earlier | -1.00% | final price |
| CVX | five days earlier | -3.26% | final price |
| GD | that day | +1.71% | final price |
| GD | the next day | +1.41% | still updating |
| GD | three days earlier | -1.02% | final price |
| GD | five days earlier | -2.28% | final price |
| IEF | that day | +1.08% | final price |
| IEF | three days earlier | -0.17% | final price |
| IEF | five days earlier | +0.13% | final price |
| ITA | that day | -0.62% | final price |
| ITA | the next day | -2.40% | still updating |
| ITA | three days earlier | +0.95% | final price |
| ITA | five days earlier | +0.57% | final price |
| LMT | that day | +6.92% | final price |
| LMT | three days earlier | -0.65% | final price |
| LMT | five days earlier | -3.46% | final price |
| NOC | that day | +2.35% | final price |
| NOC | the next day | +1.36% | still updating |
| NOC | three days earlier | -5.40% | final price |
| NOC | five days earlier | -7.50% | final price |
| RTX | that day | +1.56% | final price |
| RTX | the next day | +0.44% | still updating |
| RTX | three days earlier | +0.25% | final price |
| RTX | five days earlier | -2.43% | final price |
| TLT | that day | +1.86% | final price |
| TLT | three days earlier | -0.97% | final price |
| TLT | five days earlier | -0.31% | final price |
| XLE | that day | -0.84% | final price |
| XLE | three days earlier | -0.51% | final price |
| XLE | five days earlier | -2.35% | final price |
| XOM | that day | +0.06% | final price |
| XOM | three days earlier | +0.08% | final price |
| XOM | five days earlier | -1.88% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 35 days before publication. Filed 13 Oct 2026. View the filing.
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 43 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 52 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Chevron (CVX), worth $15,001 - $50,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
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).
How solid the energy case looks
12 out of 100Price not final
“🇺🇸Trump: “Interest rates are very soon going to be falling just like oil, gas, everything is going to be.” We’ve heard this before, just like we heard he would end the Ukraine war in 24 hours and no new wars… Yet here we are, and U.S. interest rates are heading” scores 12 out of 100. The score uses 1 sources. The price is not final yet.