Geopolitics Alpha

Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions

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Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions

From U.S. midterm elections and the U.S. jobs report to a wave of central bank decisions led by the BOE and RBA and a few inflation reports, here’s what you need to know for the week ahead.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+13.9% 30d

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

  • XLE Energy Select Sector SPDR+12.1% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “middle east” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “middle east” (tanker shipping) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “middle east” (defense) in this story.

  • EWA iShares MSCI Australia ETF+2.2% 30d

    iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”).

  • EWC iShares MSCI Canada ETF+0.3% 30d

    iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”).

  • 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 Australia

  • EFA iShares MSCI EAFE ETF-2.2% 11d

    iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Australia

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-1.54%-1.29%baseafter closeafter closeafter closeafter close
XLENo price data for this ticker———————
BWET-4.39%-3.93%baseafter closeafter closeafter closeafter close
ITANo price data for this ticker———————
EWANo price data for this ticker———————
EWCNo price data for this ticker———————
BWXNo price data for this ticker———————
EFANo 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.

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Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions www.christophe-barraud.com

Source: www.christophe-barraud.com

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier-3.93%final price
Amplify Commodity Trust (BWET)five days earlier-4.39%final price
United States Oil Fund (USO)three days earlier-1.29%final price
United States Oil Fund (USO)five days earlier-1.54%final price

Members of Congress who traded United States Oil Fund (USO) near 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).

Middle East, seven days against thirty

Middle East

Geopolitics Alpha has 0 stories about Middle East from the past 7 days and 0 stories from the past 30. “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions” is tagged to Middle East.

Who gains and who pays if Middle East stays in the story

Companies tied to this story

  • USO United States Oil Fund

    For “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions,” 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 “middle east” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “middle east” (oil) in this story

  • BWET Amplify Commodity Trust

    For “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “middle east” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions,” 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 “middle east” (defense) in this story

  • EWA Ishares Inc Msci Australia Etf

    Ishares Inc Msci Australia Etf (EWA) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions.” Reason on file: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”)

  • EWC Ishares Msci Canada Etf

    In “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions,” Ishares Msci Canada Etf (EWC) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”)

  • BWX Spdr Series Trust

    In “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions,” Spdr Series Trust (BWX) is linked, with no stored direction, medium confidence. Reason on file: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Australia

  • EFA Ishares Tr

    Ishares Tr (EFA) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions.” Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Australia

How a Middle East shock reaches United States Oil Fund (USO)

The 1 Nov 2026 story “Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions” names United States Oil Fund (USO) because of Middle East.

For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “middle east” (oil) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “middle east” (oil) in this story

Dates in the story, and the United States Oil Fund (USO) price range

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

How strong the case is around United States Oil Fund (USO)

46 out of 100

“Week Ahead: U.S. Midterms; U.S. Treasury QRA; BOE, RBA, Riksbank and BCB Meetings; U.S. and Canada Jobs Reports; Eurozone, Swiss and SK CPIs; ECB Wage Tracker; Middle East Tensions” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.