ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious
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ANZ’s Siddhant Kalra says expectations of further RBA hikes have cooled as Australia’s economy slows, but Q3 trimmed mean inflation of 3.7% y/y and the…
Directly affected
- No company is named in this report.
Indirectly affected
- EWA iShares MSCI Australia ETF+2.4% 30d
iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”).
- 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-0.7% 6d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Australia
- BHP BHP Group-6.9% 17d
BHP Group (metal mining) is one of the largest Australia-based companies traded in the US, so news about Australia (“rba”) reaches its shares.
- IREN Iren-52.8% 30d
Iren (finance services) is one of the largest Australia-based companies traded in the US, so news about Australia (“rba”) reaches its shares.
- MESO Mesoblast
Mesoblast (biological products, (no diagnostic substances)) is one of the largest Australia-based companies traded in the US, so news about Australia (“rba”) reaches its shares.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| EWA | -0.44% | +0.92% | base | -0.71% | after close | after close | after close |
| BWX | +1.13% | +1.50% | base | -0.63% | after close | after close | after close |
| EFA | -1.86% | +0.32% | base | -0.61% | after close | after close | after close |
| BHP | -4.23% | +0.99% | base | -1.86% | after close | after close | after close |
| IREN | -13.49% | +2.69% | base | -6.51% | after close | after close | after close |
| MESO | +2.96% | +5.82% | base | -4.32% | 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.
ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious investingLive
Source: investingLive
How far Ishares Inc Msci Australia Etf (EWA) has moved since 12 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| BHP Group (BHP) | that day | -1.86% | final price |
| BHP Group (BHP) | three days earlier | +0.99% | final price |
| BHP Group (BHP) | five days earlier | -4.23% | final price |
| Spdr Series Trust (BWX) | that day | -0.63% | final price |
| Spdr Series Trust (BWX) | three days earlier | +1.50% | final price |
| Spdr Series Trust (BWX) | five days earlier | +1.13% | final price |
| Ishares Tr (EFA) | that day | -0.61% | final price |
| Ishares Tr (EFA) | three days earlier | +0.32% | final price |
| Ishares Tr (EFA) | five days earlier | -1.86% | final price |
| Ishares Inc Msci Australia Etf (EWA) | that day | -0.71% | final price |
| Ishares Inc Msci Australia Etf (EWA) | three days earlier | +0.92% | final price |
| Ishares Inc Msci Australia Etf (EWA) | five days earlier | -0.44% | final price |
| Iren Limited Ordinary Shares (IREN) | that day | -6.51% | final price |
| Iren Limited Ordinary Shares (IREN) | three days earlier | +2.69% | final price |
| Iren Limited Ordinary Shares (IREN) | five days earlier | -13.49% | final price |
| Mesoblast (MESO) | that day | -4.32% | final price |
| Mesoblast (MESO) | three days earlier | +5.82% | final price |
| Mesoblast (MESO) | five days earlier | +2.96% | final price |
Congressional stock trades in Ishares Inc Msci Australia Etf (EWA)
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 Inc Msci Australia Etf (EWA)
Companies tied to this story
- EWA Ishares Inc Msci Australia Etf
Ishares Inc Msci Australia Etf (EWA) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious.” Reason on file: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”)
- BWX Spdr Series Trust
For “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious,” 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 12 Nov 2026 story “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious.” Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Australia
- BHP BHP Group
In “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious,” BHP Group (BHP) is linked, with no stored direction, medium confidence. Reason on file: BHP Group (metal mining) is one of the largest Australia-based companies traded in the US, so news about Australia (“rba”) reaches its shares
- IREN Iren Limited Ordinary Shares
For “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious,” Iren Limited Ordinary Shares (IREN) is linked, with no stored direction, medium confidence. Reason on file: Iren (finance services) is one of the largest Australia-based companies traded in the US, so news about Australia (“rba”) reaches its shares
- MESO Mesoblast
Mesoblast (MESO) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious.” Reason on file: Mesoblast (biological products, (no diagnostic substances)) is one of the largest Australia-based companies traded in the US, so news about Australia (“rba”) reaches its shares
Ishares Inc Msci Australia Etf (EWA)
Ishares Inc Msci Australia Etf (EWA) is the company in “ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious,” the 12 Nov 2026 this story story.
What ties Ishares Inc Msci Australia Etf (EWA) to the headline is this: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”)
A second company, Spdr Series Trust (BWX), is listed for a different reason: 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
The price range for Ishares Inc Msci Australia Etf (EWA), and the dates in the story
EFA traded between 102.00 and 104.68 across 6 sessions. The latest close on file is 103.46. EWA traded between 27.76 and 29.31 across 19 sessions. The latest close on file is 29.12.
A simple score for Ishares Inc Msci Australia Etf (EWA)
46 out of 100
“ANZ says RBA hike bets have cooled, but 3.7% core inflation will keep it cautious” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.