Geopolitics Alpha

Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings

Published . Updated .

Key takeaways

  • On the 6th, the KOSPI is displayed on an electronic board in the dealing room of Hana Bank in Jung-gu, Seoul.
  • Exposed: TIP, XLP, WMT, COST, PG
  • Market reaction: price tracking starts with the next trading session.

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.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings

On the 6th, the KOSPI is displayed on an electronic board in the dealing room of Hana Bank in Jung-gu, Seoul. On this day, the KOSPI index fell by 324.11 points (6.02%) from the previous trading

Directly affected

  • CRWV CoreWeave

    Named in this report.

Indirectly affected

  • TIP iShares TIPS Bond ETF

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLP Consumer Staples Select Sector SPDR

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLF Financial Select Sector SPDR

    Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story.

  • EWY iShares MSCI South Korea ETF

    iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“seoul”).

  • EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

    iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in South Korea

  • EMLC VanEck J.P. Morgan EM Local Currency Bond ETF

    VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from South Korea.

  • EEM iShares MSCI Emerging Markets ETF

    iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes South Korea

  • WMT Walmart

    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

TickerT-5T-3T-1T0T+1T+2T+3
CRWV+8.15%+4.42%baseafter closeafter closeafter closeafter close
TIP+0.09%-0.20%baseafter closeafter closeafter closeafter close
XLP+0.84%+2.08%baseafter closeafter closeafter closeafter close
XLF+0.66%+3.52%baseafter closeafter closeafter closeafter close
EWY+10.67%+11.14%baseafter closeafter closeafter closeafter close
EMB-0.23%+0.42%baseafter closeafter closeafter closeafter close
EMLC-0.30%+0.30%baseafter closeafter closeafter closeafter close
EEM+3.03%+3.88%baseafter closeafter closeafter closeafter close
WMT+1.78%+2.99%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.

Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings 머니투데이

Source: 블루밍비트

Price since this story was published: Ishares Tr (TIP)

CompanyWhenMoveStatus
CRWVthree days earlier+4.42%final price
CRWVfive days earlier+8.15%final price
EEMthree days earlier+3.88%final price
EEMfive days earlier+3.03%final price
EMBthree days earlier+0.42%final price
EMBfive days earlier-0.23%final price
EMLCthree days earlier+0.30%final price
EMLCfive days earlier-0.30%final price
EWYthree days earlier+11.14%final price
EWYfive days earlier+10.67%final price
Ishares Tr (TIP)three days earlier-0.20%final price
Ishares Tr (TIP)five days earlier+0.09%final price
Walmart (WMT)three days earlier+2.99%final price
Walmart (WMT)five days earlier+1.78%final price
XLFthree days earlier+3.52%final price
XLFfive days earlier+0.66%final price
Select Sector Spdr Tr (XLP)three days earlier+2.08%final price
Select Sector Spdr Tr (XLP)five days earlier+0.84%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).

Who gains and who loses around Ishares Tr (TIP)

Companies carried with this story

  • TIP Ishares Tr

    In “Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings,” 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

  • XLP Select Sector Spdr Tr

    Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings.” Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    In “Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings,” Walmart (WMT) is linked, with no stored direction, medium confidence. 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 “Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings,” 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

    In “Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings,” 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

    Coca Cola (KO) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings.” 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 Tr (TIP)

“Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings” (8 Nov 2026) reaches Ishares Tr (TIP) through this story.

What ties Ishares Tr (TIP) to the headline is this: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

Also listed, Select Sector Spdr Tr (XLP): Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

Price levels for Ishares Tr (TIP)

TIP traded between 103.77 and 105.61 across 17 sessions. The latest close on file is 105.27. WMT traded between 108.59 and 130.92 across 20 sessions. The latest close on file is 129.23. XLP traded between 80.10 and 82.50 across 7 sessions. The latest close on file is 81.02.

A simple score for Ishares Tr (TIP)

46 out of 100

“Will the aftermath of the 'Blue Wave' continue?… Focus on U.S. inflation and CoreWeave earnings” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.