Geopolitics Alpha

NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A.

Published . Updated .

Key takeaways

  • National Australia Bank Limited ASX:NAB:
  • Exposed: TLT, IEF, XLF, JPM, BAC
  • Market reaction: price tracking starts with the next trading session.

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NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A.

National Australia Bank Limited ASX:NAB:

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLF Financial Select Sector SPDR-1.6% 30d

    Financial Select Sector SPDR: it holds banks. Linked by “loan” (banks) in this story.

  • KRE SPDR S&P Regional Banking ETF-3.0% 30d

    SPDR S&P Regional Banking ETF: it holds banks. Linked by “loan” (banks) in this story.

  • EWA iShares MSCI Australia ETF+2.2% 30d

    iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“australia”).

  • 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-1.5% 9d

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

  • BAC Bank of America-11.4% 30d

    Bank of America (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “loan” (banks) in this story.

  • JPM JPMorgan Chase+0.1% 30d

    JPMorgan Chase (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “loan” (banks) in this story.

  • WFC Wells Fargo+4.4% 30d

    Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “loan” (banks) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLF-1.85%-1.14%baseafter closeafter closeafter closeafter close
KRENo price data for this ticker———————
EWANo price data for this ticker———————
BWXNo price data for this ticker———————
EFANo price data for this ticker———————
BAC+2.47%+0.71%baseafter closeafter closeafter closeafter close
JPM+0.41%-0.26%baseafter closeafter closeafter closeafter close
WFC-2.11%-2.46%baseafter closeafter closeafter closeafter 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.

NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A. TradingView

Source: TradingView

Price since this story was published: Ishares Tr (TLT)

CompanyWhenMoveStatus
Bank Of America (BAC)three days earlier+0.71%final price
Bank Of America (BAC)five days earlier+2.47%final price
Jpmorgan Chase (JPM)three days earlier-0.26%final price
Jpmorgan Chase (JPM)five days earlier+0.41%final price
Wells Fargo (WFC)three days earlier-2.46%final price
Wells Fargo (WFC)five days earlier-2.11%final price
Select Sector Spdr Tr (XLF)three days earlier-1.14%final price
Select Sector Spdr Tr (XLF)five days earlier-1.85%final price

Congressional trades 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 (TLT)

Companies carried with this story

  • TLT Ishares Tr

    Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A..” Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

  • IEF Ishares Tr

    Ishares Tr (IEF) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A..” Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

  • XLF Select Sector Spdr Tr

    Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A..” Reason on file: Financial Select Sector SPDR: it holds banks. Linked by “loan” (banks) in this story

  • JPM Jpmorgan Chase

    For “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A.,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

  • BAC Bank Of America

    Bank Of America (BAC) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A..” Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

  • WFC Wells Fargo

    In “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A.,” Wells Fargo (WFC) is linked, with no stored direction, medium confidence. Reason on file: Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “loan” (banks) in this story

  • C Citigroup

    Citigroup (C) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A..” Reason on file: Citigroup (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “loan” (banks) in this story

  • DHI Horton D R

    Horton D R (DHI) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A..” Reason on file: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

Ishares Tr (TLT)

Ishares Tr (TLT) is the company in “NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A.,” the 4 Nov 2026 this story story.

What ties Ishares Tr (TLT) to the headline is this: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

A second company, Ishares Tr (IEF), is listed for a different reason: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

The price range for Ishares Tr (TLT), and the dates in the story

IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46. XLF traded between 52.82 and 56.03 across 20 sessions. The latest close on file is 55.07.

What the saved facts support for Ishares Tr (TLT)

46 out of 100

“NAB Will Increase Its Variable Home Loan Interest Rates By 0.25% P.A.” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.