Vance Says the Iran War and Inflation Cost Republicans the Midterms
Published . Updated .
Covered by 2 outlets: notus.org, NOTUS.
Key takeaways
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A potential 2028 contender, Trump’s No. 2 also said voters want Republicans to “Put America First” and change the country’s relationship with Israel.
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.
- EIS iShares MSCI Israel ETF-4.5% 11d
iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israel”).
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Israel
- EFA iShares MSCI EAFE ETF-1.5% 9d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Israel
- 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | -4.02% | -3.08% | base | -1.30% | after close | after close | after close |
| XAR | -3.84% | -2.83% | base | -3.29% | after close | after close | after close |
| TIP | +0.16% | +0.57% | base | -0.11% | after close | after close | after close |
| USO | +5.38% | +6.75% | base | -8.53% | after close | after close | after close |
| EIS | +2.68% | -0.28% | base | -2.31% | after close | after close | after close |
| BWX | +0.16% | +0.49% | base | +0.87% | after close | after close | after close |
| EFA | +0.59% | +0.25% | base | +2.42% | after close | after close | after close |
| WMT | -4.79% | -1.04% | base | +4.56% | 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.
Vance Says the Iran War and Inflation Cost Republicans the Midterms notus.org
Source: notus.org
IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| BWX | that day | +0.87% | still updating |
| BWX | three days earlier | +0.49% | final price |
| BWX | five days earlier | +0.16% | final price |
| EFA | that day | +2.42% | still updating |
| EFA | three days earlier | +0.25% | final price |
| EFA | five days earlier | +0.59% | final price |
| EIS | that day | -2.31% | still updating |
| EIS | three days earlier | -0.28% | final price |
| EIS | five days earlier | +2.68% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | -1.30% | still updating |
| 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 |
| TIP | that day | -0.11% | still updating |
| TIP | three days earlier | +0.57% | final price |
| TIP | five days earlier | +0.16% | final price |
| United States Oil Fund (USO) | that day | -8.53% | still updating |
| United States Oil Fund (USO) | three days earlier | +6.75% | final price |
| United States Oil Fund (USO) | five days earlier | +5.38% | final price |
| WMT | that day | +4.56% | still updating |
| WMT | three days earlier | -1.04% | final price |
| WMT | five days earlier | -4.79% | final price |
| Spdr Series Trust (XAR) | that day | -3.29% | still updating |
| Spdr Series Trust (XAR) | three days earlier | -2.83% | final price |
| Spdr Series Trust (XAR) | five days earlier | -3.84% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 56 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 37 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 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 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 65 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 21 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 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 63 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 70 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 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).
Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
In “Vance Says the Iran War and Inflation Cost Republicans the Midterms,” 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 “Vance Says the Iran War and Inflation Cost Republicans the Midterms,” 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
- USO United States Oil Fund
In “Vance Says the Iran War and Inflation Cost Republicans the Midterms,” 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
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Vance Says the Iran War and Inflation Cost Republicans the Midterms.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story
- XOM ExxonMobil Holdings
In “Vance Says the Iran War and Inflation Cost Republicans the Midterms,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
- CVX Chevron
Chevron (CVX) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Vance Says the Iran War and Inflation Cost Republicans the Midterms.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
- COP Conocophillips
Conocophillips (COP) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Vance Says the Iran War and Inflation Cost Republicans the Midterms.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
- SHEL Shell
In “Vance Says the Iran War and Inflation Cost Republicans the Midterms,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)
On 4 Nov 2026, “Vance Says the Iran War and Inflation Cost Republicans the Midterms” 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
Spdr Series Trust (XAR) is here too. Its reason reads: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. 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)
54 out of 100Price not final
“Vance Says the Iran War and Inflation Cost Republicans the Midterms” scores 54 out of 100. The score uses 2 sources, and 8 linked companies. The price is not final yet.