Bank of England Raises Rates for First Time Since Start of Iran War
Published . Updated .
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This report is about defense and oil.
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.
- USO United States Oil Fund-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.
- EWU iShares MSCI United Kingdom ETF-2.3% 19d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“england”).
- 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 the UK
- EFA iShares MSCI EAFE ETF-2.4% 8d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes the UK
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) 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 | +0.76% | +0.87% | base | after close | after close | after close | after close |
| XAR | +4.35% | +2.37% | base | after close | after close | after close | after close |
| USO | +15.71% | +7.84% | base | after close | after close | after close | after close |
| BWET | +32.30% | +28.62% | base | after close | after close | after close | after close |
| EWU | -2.57% | -1.84% | base | after close | after close | after close | after close |
| BWX | -0.60% | -0.53% | base | after close | after close | after close | after close |
| EFA | -1.31% | -1.92% | base | after close | after close | after close | after close |
| XOM | +8.08% | +6.08% | base | after close | 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.
Bank of England Raises Rates for First Time Since Start of Iran War WSJ
Source: The Wall Street Journal
Defense
| Company | When | Move | Status |
|---|---|---|---|
| BWET | three days earlier | +28.62% | final price |
| BWET | five days earlier | +32.30% | final price |
| BWX | three days earlier | -0.53% | final price |
| BWX | five days earlier | -0.60% | final price |
| EFA | three days earlier | -1.92% | final price |
| EFA | five days earlier | -1.31% | final price |
| EWU | three days earlier | -1.84% | final price |
| EWU | five days earlier | -2.57% | final price |
| ITA | three days earlier | +0.87% | final price |
| ITA | five days earlier | +0.76% | final price |
| USO | three days earlier | +7.84% | final price |
| USO | five days earlier | +15.71% | final price |
| XAR | three days earlier | +2.37% | final price |
| XAR | five days earlier | +4.35% | final price |
| XOM | three days earlier | +6.08% | final price |
| XOM | five days earlier | +8.08% | final price |
Congressional trades in the stocks in this story
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 57 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 22 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 66 days before publication. Filed 25 Sep 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).
How solid the defense case looks
12 out of 100
“Bank of England Raises Rates for First Time Since Start of Iran War” scores 12 out of 100. The score uses 1 sources.