Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge
Published . Updated .
Key takeaways
- Ireland's CPI rose 4.3% in the year to October 2026, the fastest pace since December 2023, with housing up 10.7% and transport up 9.0%, according to the CSO.
- Exposed: XLRE, XHB, VGK, BWX, EFA
- Market reaction: XHB −1.2% on the day (still updating); XLRE −0.3% on the day (still updating); LEN −3.0% on the day (still updating)
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Ireland's CPI rose 4.3% in the year to October 2026, the fastest pace since December 2023, with housing up 10.7% and transport up 9.0%, according to the CSO.
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 “housing” (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 “housing” (real estate) in this story.
- VGK Vanguard FTSE Europe ETF
Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“ireland”).
- 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 Europe
- EFA iShares MSCI EAFE ETF-0.7% 6d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe
- PLD Prologis-3.7% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (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 “housing” (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 “housing” (real estate) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLRE | +1.14% | -1.35% | base | -0.28% | after close | after close | after close |
| XHB | +4.26% | -0.88% | base | -1.16% | after close | after close | after close |
| VGK | +0.65% | -2.62% | base | -0.77% | after close | after close | after close |
| BWX | +0.44% | +0.07% | base | -0.63% | after close | after close | after close |
| EFA | +1.31% | -2.38% | base | -0.25% | after close | after close | after close |
| PLD | +0.98% | -2.41% | base | -0.95% | after close | after close | after close |
| DHI | +4.91% | +1.71% | base | -1.88% | after close | after close | after close |
| LEN | +6.37% | +2.42% | base | -2.95% | 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.
Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics IndexBox
Source: IndexBox
The price since 11 Nov 2026: Select Sector Spdr Tr (XLRE) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Spdr Series Trust (BWX) | that day | -0.63% | still updating |
| Spdr Series Trust (BWX) | three days earlier | +0.07% | final price |
| Spdr Series Trust (BWX) | five days earlier | +0.44% | final price |
| Horton D R (DHI) | that day | -1.88% | still updating |
| Horton D R (DHI) | three days earlier | +1.71% | final price |
| Horton D R (DHI) | five days earlier | +4.91% | final price |
| Ishares Tr (EFA) | that day | -0.25% | still updating |
| Ishares Tr (EFA) | three days earlier | -2.38% | final price |
| Ishares Tr (EFA) | five days earlier | +1.31% | final price |
| Lennar (LEN) | that day | -2.95% | still updating |
| Lennar (LEN) | three days earlier | +2.42% | final price |
| Lennar (LEN) | five days earlier | +6.37% | final price |
| Prologis (PLD) | that day | -0.95% | still updating |
| Prologis (PLD) | three days earlier | -2.41% | final price |
| Prologis (PLD) | five days earlier | +0.98% | final price |
| Vanguard Intl Equity Index F (VGK) | that day | -0.77% | still updating |
| Vanguard Intl Equity Index F (VGK) | three days earlier | -2.62% | final price |
| Vanguard Intl Equity Index F (VGK) | five days earlier | +0.65% | final price |
| State Street Spdr S&P Homebuilders Etf (XHB) | that day | -1.16% | still updating |
| State Street Spdr S&P Homebuilders Etf (XHB) | three days earlier | -0.88% | final price |
| State Street Spdr S&P Homebuilders Etf (XHB) | five days earlier | +4.26% | final price |
| Select Sector Spdr Tr (XLRE) | that day | -0.28% | still updating |
| Select Sector Spdr Tr (XLRE) | three days earlier | -1.35% | final price |
| Select Sector Spdr Tr (XLRE) | five days earlier | +1.14% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold Ishares Tr (EFA) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 63 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. David J. Taylor bought Prologis (PLD), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Lennar (LEN), worth $15,001 - $50,000 on 28 Aug 2026. That is 75 days before publication. Filed 8 Oct 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).
Who gains and who loses around Select Sector Spdr Tr (XLRE)
Companies tied to this story
- XLRE Select Sector Spdr Tr
In “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence. Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story
- XHB State Street Spdr S&P Homebuilders Etf
For “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” State Street Spdr S&P Homebuilders Etf (XHB) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story
- VGK Vanguard Intl Equity Index F
For “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“ireland”)
- BWX Spdr Series Trust
In “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” 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 Europe
- EFA Ishares Tr
Ishares Tr (EFA) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics.” Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe
- PLD Prologis
In “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” Prologis (PLD) is linked, with no stored direction, medium confidence. Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
- DHI Horton D R
For “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
- LEN Lennar
In “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” Lennar (LEN) is linked, with no stored direction, medium confidence. Reason on file: Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
Select Sector Spdr Tr (XLRE)
Select Sector Spdr Tr (XLRE) is the company in “Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics,” the 11 Nov 2026 this story story.
The link for Select Sector Spdr Tr (XLRE) is this: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story
Also listed, State Street Spdr S&P Homebuilders Etf (XHB): SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story
The price range for Select Sector Spdr Tr (XLRE), and the dates in the story
XHB traded between 91.93 and 104.89 across 20 sessions. The latest close on file is 101.97. XLRE traded between 40.28 and 43.70 across 20 sessions. The latest close on file is 43.64.
What the saved facts support for Select Sector Spdr Tr (XLRE)
46 out of 100Price not final
“Ireland CPI October 2026: Inflation Hits 4.3% as Housing and Transport Costs Surge - News and Statistics” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.