Geopolitics Alpha

Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030

Published . Updated .

Key takeaways

  • NIESR argues the November rate rise does not go far enough, as fixed mortgage rates hit a three-year high
  • Exposed: EWU, BWX, EFA, HSBC, LIN
  • Market reaction: BWX −0.7% on the day (still updating); EWU −0.6% on the day (still updating); ARM +11.6% on the day (still updating)

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Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030

NIESR argues the November rate rise does not go far enough, as fixed mortgage rates hit a three-year high

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLRE Real Estate Select Sector SPDR+4.3% 30d

    Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story.

  • XHB SPDR S&P Homebuilders ETF+5.0% 30d

    SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story.

  • EWU iShares MSCI United Kingdom ETF-0.6% 15d

    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-0.7% 6d

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

  • PLD Prologis-3.7% 30d

    Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

  • DHI D.R. Horton+6.8% 30d

    D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

  • LEN Lennar+5.6% 30d

    Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLRENo price data for this ticker———————
XHBNo price data for this ticker———————
EWU+2.09%-1.48%base-0.55%after closeafter closeafter close
BWX+0.44%+0.07%base-0.68%after closeafter closeafter close
EFA+1.31%-2.38%base+0.08%after closeafter closeafter close
PLDNo price data for this ticker———————
DHINo price data for this ticker———————
LENNo 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.

Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030 Mortgage Professional America

Source: Mortgage Professional America

The price since 11 Nov 2026: Ishares Tr (EWU) versus the S&P 500

CompanyWhenMoveStatus
Spdr Series Trust (BWX)that day-0.68%still updating
Spdr Series Trust (BWX)three days earlier+0.07%final price
Spdr Series Trust (BWX)five days earlier+0.44%final price
Ishares Tr (EFA)that day+0.08%still updating
Ishares Tr (EFA)three days earlier-2.38%final price
Ishares Tr (EFA)five days earlier+1.31%final price
Ishares Tr (EWU)that day-0.55%still updating
Ishares Tr (EWU)three days earlier-1.48%final price
Ishares Tr (EWU)five days earlier+2.09%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 (EWU)

Companies mentioned with this story

  • EWU Ishares Tr

    In “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” Ishares Tr (EWU) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“england”)

  • BWX Spdr Series Trust

    In “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” 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 the UK

  • EFA Ishares Tr

    In “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” Ishares Tr (EFA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes the UK

  • HSBC Hsbc Holdings

    For “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” Hsbc Holdings (HSBC) is linked, with no stored direction, medium confidence. Reason on file: HSBC Holdings (savings institution, federally chartered) is one of the largest the UK-based companies traded in the US, so news about the UK (“england”) reaches its shares

  • LIN Linde

    For “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” Linde (LIN) is linked, with no stored direction, medium confidence. Reason on file: Linde (industrial inorganic chemicals) is one of the largest the UK-based companies traded in the US, so news about the UK (“england”) reaches its shares

  • ARM Arm Holdings

    Arm Holdings (ARM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030.” Reason on file: Arm Holdings (semiconductors and related devices) is one of the largest the UK-based companies traded in the US, so news about the UK (“england”) reaches its shares

  • RIO Rio Tinto

    For “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” Rio Tinto (RIO) is linked, with no stored direction, medium confidence. Reason on file: Rio Tinto Group (metal mining) is one of the largest the UK-based companies traded in the US, so news about the UK (“england”) reaches its shares

Ishares Tr (EWU)

Ishares Tr (EWU) is the company in “Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030,” the 11 Nov 2026 this story story.

For Ishares Tr (EWU), the reason on file says iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“england”)

Also listed, Spdr Series Trust (BWX): 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

Price levels for Ishares Tr (EWU)

EFA traded between 102.00 and 104.68 across 6 sessions. The latest close on file is 103.46. EWU traded between 45.65 and 47.48 across 12 sessions. The latest close on file is 46.84.

How strong the case is around Ishares Tr (EWU)

46 out of 100Price not final

“Bank of England urged to raise base rate to 5% as inflation set to miss target until 2030” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.