🇺🇲 Trump’s reverse psychology on inflation and the Iran war is wearing thin. “[We had] the worst inflation in American history…when the war ends, it will be down very quickly... It could be over whenever I want it to be over.” Translation: I have no way of stoppin
Published . Updated .
This report is about defense and inflation and prices.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.2% 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-7.5% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- TIP iShares TIPS Bond ETF-0.5% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- USO United States Oil Fund+2.7% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- WMT Walmart+11.3% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+11.5% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- PG The Procter & Gamble+9.4% 30d
The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- KO The Coca-Cola+4.5% 30d
The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| XARNo price data for this ticker | — | — | — | — | — | — | — |
| TIPNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -2.37% | +3.62% | base | after close | after close | after close | after close |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
| COSTNo price data for this ticker | — | — | — | — | — | — | — |
| PGNo price data for this ticker | — | — | — | — | — | — | — |
| KONo 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.
Market Call
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🇺🇲 Trump’s reverse psychology on inflation and the Iran war is wearing thin. “[We had] the worst inflation in American history…when the war ends, it will be down very quickly... It could be over whenever I want it to be over.” Translation:…
Source: X
Defense
| Company | When | Move | Status |
|---|---|---|---|
| USO | three days earlier | +3.62% | final price |
| USO | five days earlier | -2.37% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 30 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Richard W. Allen sold Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 18 Sep 2026. That is 40 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 16 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Procter & Gamble (PG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Procter & Gamble (PG) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern bought Coca Cola (KO) (jointly held), worth $1,001 - $15,000 on 31 Aug 2026. That is 58 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Coca Cola (KO), worth $100,001 - $250,000 on 31 Jul 2026. That is 89 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 defense case looks
12 out of 100
“🇺🇲 Trump’s reverse psychology on inflation and the Iran war is wearing thin. “[We had] the worst inflation in American history…when the war ends, it will be down very quickly... It could be over whenever I want it to be over.” Translation: I have no way of stoppin” scores 12 out of 100. The score uses 1 sources.