Geopolitics Alpha

US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More

Published . Updated .

Key takeaways

  • Exposed: ITA, XAR, TIP, USO, WMT
  • Market reaction: price tracking starts with the next trading session.

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DEFENSEUS Midterm Election Results 2026:Key Reasons Behind Democrats’ WinOver Trump’s Republicans From Ira…GEOPOLITICS ALPHA

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+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.

  • TIP iShares TIPS Bond ETF-0.1% 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+6.3% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • WMT Walmart+12.9% 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+12.7% 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+9.2% 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+7.6% 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

TickerT-5T-3T-1T0T+1T+2T+3
ITA-4.02%-3.08%baseafter closeafter closeafter closeafter close
XAR-3.84%-2.83%baseafter closeafter closeafter closeafter close
TIP+0.16%+0.57%baseafter closeafter closeafter closeafter close
USO+5.38%+6.75%baseafter closeafter closeafter closeafter close
WMT-4.79%-1.04%baseafter closeafter closeafter closeafter close
COST-3.61%-0.67%baseafter closeafter closeafter closeafter close
PG-2.31%-0.30%baseafter closeafter closeafter closeafter close
KO-3.14%-0.70%baseafter closeafter 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.

US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More Jagran Josh

Source: Jagran Josh

IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market

CompanyWhenMoveStatus
Costco Wholesale (COST)three days earlier-0.67%final price
Costco Wholesale (COST)five days earlier-3.61%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-3.08%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-4.02%final price
Coca Cola (KO)three days earlier-0.70%final price
Coca Cola (KO)five days earlier-3.14%final price
Procter & Gamble (PG)three days earlier-0.30%final price
Procter & Gamble (PG)five days earlier-2.31%final price
Ishares Tr (TIP)three days earlier+0.57%final price
Ishares Tr (TIP)five days earlier+0.16%final price
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+5.38%final price
Walmart (WMT)three days earlier-1.04%final price
Walmart (WMT)five days earlier-4.79%final price
Spdr Series Trust (XAR)three days earlier-2.83%final price
Spdr Series Trust (XAR)five days earlier-3.84%final price

Congressional trades 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).

IShares U.S. Aerospace & Defense ETF (ITA) on one side of this defense story

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. 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

    In “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” 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

  • TIP Ishares Tr

    For “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: 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

    For “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More.” Reason on file: 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

    In “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: 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 Procter & Gamble

    For “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: 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 Coca Cola

    In “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: 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

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

On 4 Nov 2026, “US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

A second company, Spdr Series Trust (XAR), is listed for a different reason: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Dates and 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. TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.

What the saved facts support for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“US Midterm Election Results 2026: Key Reasons Behind Democrats’ Win Over Trump’s Republicans From Iran War, Inflation and More” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.