Geopolitics Alpha

Ukrainian civilians killed in Russian attacks following Trump’s easing of sanctions

Published . Updated .

Covered by 11 outlets: KPAX News, News 5 Cleveland WEWS, Idaho News 6, 2 News Oklahoma KJRH Tulsa, WTKR, Denver7 and 5 more.

DEFENSEUkrainian civilians killed inRussian attacks following Trump’seasing of sanctionsRTXGEOPOLITICS ALPHA

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-0.4%

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.3%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+3.8%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-1.7%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-6.7%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+4.9%

    This fund moves with oil prices

  • XOM Exxon Mobil+7.9%

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat-4.3%

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic-31.1%

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX-0.33%-0.66%base-1.51%after closeafter closeafter close
LMT-6.43%-7.02%base+2.72%after closeafter closeafter close
NOC-5.86%-3.30%base-0.39%after closeafter closeafter close
XLE+0.97%+0.55%base+2.55%after closeafter closeafter close
GD-1.89%-1.84%base-0.14%after closeafter closeafter close
ITA+2.30%+0.79%base-0.80%after closeafter closeafter close
USO-0.46%-1.11%base+3.70%after closeafter closeafter close
XOM+0.46%-0.17%base+2.38%after closeafter closeafter close
WEAT+5.05%+3.06%base-0.09%after closeafter closeafter close
MOS+9.01%+3.45%base+2.35%after closeafter closeafter 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.

Ukrainian civilians killed in Russian attacks following Trump’s easing of sanctions KPAX News

Source: KPAX News

Defense

CompanyWhenMoveStatus
GDthat day-0.14%still updating
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
ITAthat day-0.80%still updating
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LMTthat day+2.72%still updating
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
MOSthat day+2.35%still updating
MOSthree days earlier+3.45%final price
MOSfive days earlier+9.01%final price
NOCthat day-0.39%still updating
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
RTXthat day-1.51%still updating
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
USOthat day+3.70%still updating
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
WEATthat day-0.09%still updating
WEATthree days earlier+3.06%final price
WEATfive days earlier+5.05%final price
XLEthat day+2.55%still updating
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price
XOMthat day+2.38%still updating
XOMthree days earlier-0.17%final price
XOMfive days earlier+0.46%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).

How solid the defense case looks

100 out of 100Price not final

“Ukrainian civilians killed in Russian attacks following Trump’s easing of sanctions” scores 100 out of 100. The score uses 11 sources. The price is not final yet.