Geopolitics Alpha

Year later , Gaza ceasefire promises mostly unfulfilled

Published . Updated .

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Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

  • GOVZ ISHARES 25 YEAR TREASURY STRIPS BOND ETF

    GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBLB JPMORGAN BETABUILDERS U.S. TREASURY BOND 20 YEAR ETF

    GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA———————
BA+1.20%-1.13%—-0.50%-2.05%-3.08%-0.90%
LHX———————
HII+0.73%-1.48%—-0.20%-2.61%-0.05%+1.02%
GOVZ-1.97%-2.02%—+0.13%+1.02%+2.48%+5.21%
BBLB-1.27%-1.27%—+0.00%+0.00%+0.00%+0.00%

Source: Philstar.com

How far Ishares 25 Year Treasury Strips Bond Etf (GOVZ) has moved since 10 Oct 2026

Since the first closing price after “Year later , Gaza ceasefire promises mostly unfulfilled,” Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is +3.72%. The S&P 500 fund (SPY) is -1.47% over the same days, a +5.19% difference versus the market. industrial stocks (XLI) is -1.43%, a +5.15% difference versus that group of stocks.

CompanyWhenMoveStatus
BAthat day-0.50%final price
BAthe next day-2.05%final price
BAtwo days later-3.08%final price
BAthree days later-0.90%final price
BAthree days earlier-1.13%final price
BAfive days earlier+1.20%final price
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB)that day0.00%final price
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB)the next day0.00%final price
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB)two days later0.00%final price
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB)three days later0.00%final price
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB)three days earlier-1.27%final price
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB)five days earlier-1.27%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
Ishares 25 Year Treasury Strips Bond Etf (GOVZ)that day+0.13%final price
Ishares 25 Year Treasury Strips Bond Etf (GOVZ)the next day+1.02%final price
Ishares 25 Year Treasury Strips Bond Etf (GOVZ)two days later+2.48%final price
Ishares 25 Year Treasury Strips Bond Etf (GOVZ)three days later+5.21%final price
Ishares 25 Year Treasury Strips Bond Etf (GOVZ)three days earlier-2.02%final price
Ishares 25 Year Treasury Strips Bond Etf (GOVZ)five days earlier-1.97%final price
HIIthat day-0.20%final price
HIIthe next day-2.61%final price
HIItwo days later-0.05%final price
HIIthree days later+1.02%final price
HIIthree days earlier-1.48%final price
HIIfive days earlier+0.73%final price
GOVZ
SPY
XLI

Gaza, seven days against thirty

Gaza has 8 linked stories in the last 7 days and 8 in the last 30 on the page that also carries “Year later , Gaza ceasefire promises mostly unfulfilled.” The recent pace is rising.

Companies in defense around Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

Companies carried with this story

  • GOVZ Ishares 25 Year Treasury Strips Bond Etf

    Ishares 25 Year Treasury Strips Bond Etf (GOVZ) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “Year later , Gaza ceasefire promises mostly unfulfilled.” Reason on file: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “Year later , Gaza ceasefire promises mostly unfulfilled.” Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf

    In “Year later , Gaza ceasefire promises mostly unfulfilled,” Jpmorgan Betabuilders U.S. Treasury Bond 20 Year Etf (BBLB) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBLB as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRC Ishares Ibonds 1-5 Year Corporate Ladder Etf

    Ishares Ibonds 1-5 Year Corporate Ladder Etf (LDRC) is linked, with no stored direction, medium confidence in the 10 Oct 2026 story “Year later , Gaza ceasefire promises mostly unfulfilled.” Reason on file: GA selected LDRC as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRH Ishares Ibonds 1-5 Year High Yield And Income Ladder Etf

    In “Year later , Gaza ceasefire promises mostly unfulfilled,” Ishares Ibonds 1-5 Year High Yield And Income Ladder Etf (LDRH) is linked, with no stored direction, medium confidence. Reason on file: GA selected LDRH as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LDRI Ishares Ibonds 1-5 Year Tips Ladder Etf

    In “Year later , Gaza ceasefire promises mostly unfulfilled,” Ishares Ibonds 1-5 Year Tips Ladder Etf (LDRI) is linked, with no stored direction, medium confidence. Reason on file: GA selected LDRI as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares 25 Year Treasury Strips Bond Etf (GOVZ) and the defense link

“Year later , Gaza ceasefire promises mostly unfulfilled” (10 Oct 2026) reaches Ishares 25 Year Treasury Strips Bond Etf (GOVZ) through Gaza.

What ties Ishares 25 Year Treasury Strips Bond Etf (GOVZ) to the headline is this: GA selected GOVZ as a RELATED security because its canonical security name directly matches this event's themes: year. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, IShares U.S. Aerospace & Defense ETF (ITA): GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

What this defense story puts on the calendar

BBLB traded between 72.46 and 73.55 across 3 sessions. The latest close on file is 73.55. GOVZ traded between 29.90 and 33.87 across 20 sessions. The latest close on file is 32.20. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60.

The defense score for Ishares 25 Year Treasury Strips Bond Etf (GOVZ)

46 out of 100

“Year later , Gaza ceasefire promises mostly unfulfilled” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.