Geopolitics Alpha

The RBA has done its bit on inflation. Now it’s Jim’s turn

Published . Updated .

Key takeaways

  • Exposed: EWA, BWX, EFA, BHP, IREN
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAThe RBA has done its bit oninflation. Now it’s Jim’s turnGEOPOLITICS ALPHA

This report is about Australia.

Directly affected

  • No company is named in this report.

Indirectly affected

  • EWA iShares MSCI Australia ETF+2.2% 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-1.8% 10d

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

  • BHP BHP Group-6.7% 30d

    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-35.6% 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

TickerT-5T-3T-1T0T+1T+2T+3
EWA+0.15%+0.71%baseafter closeafter closeafter closeafter close
BWX-0.05%-0.07%baseafter closeafter closeafter closeafter close
EFA-0.13%+0.62%baseafter closeafter closeafter closeafter close
BHP+3.20%+2.21%baseafter closeafter closeafter closeafter close
IREN+24.51%+19.20%baseafter closeafter closeafter closeafter close
MESO-9.45%+7.69%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.

The RBA has done its bit on inflation. Now it’s Jim’s turn AFR

Source: AFR

The price since 3 Nov 2026: Ishares Inc Msci Australia Etf (EWA) versus the S&P 500

CompanyWhenMoveStatus
BHP Group (BHP)three days earlier+2.21%final price
BHP Group (BHP)five days earlier+3.20%final price
Spdr Series Trust (BWX)three days earlier-0.07%final price
Spdr Series Trust (BWX)five days earlier-0.05%final price
Ishares Tr (EFA)three days earlier+0.62%final price
Ishares Tr (EFA)five days earlier-0.13%final price
Ishares Inc Msci Australia Etf (EWA)three days earlier+0.71%final price
Ishares Inc Msci Australia Etf (EWA)five days earlier+0.15%final price
Iren Limited Ordinary Shares (IREN)three days earlier+19.20%final price
Iren Limited Ordinary Shares (IREN)five days earlier+24.51%final price
Mesoblast (MESO)three days earlier+7.69%final price
Mesoblast (MESO)five days earlier-9.45%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 3 Nov 2026 story “The RBA has done its bit on inflation. Now it’s Jim’s turn.” Reason on file: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”)

  • BWX Spdr Series Trust

    In “The RBA has done its bit on inflation. Now it’s Jim’s turn,” 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

    For “The RBA has done its bit on inflation. Now it’s Jim’s turn,” 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 Australia

  • BHP BHP Group

    For “The RBA has done its bit on inflation. Now it’s Jim’s turn,” 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 “The RBA has done its bit on inflation. Now it’s Jim’s turn,” 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 3 Nov 2026 story “The RBA has done its bit on inflation. Now it’s Jim’s turn.” 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

How “The RBA has done its bit on inflation. Now it’s Jim’s turn” reaches Ishares Inc Msci Australia Etf (EWA)

Ishares Inc Msci Australia Etf (EWA) is the company in “The RBA has done its bit on inflation. Now it’s Jim’s turn,” the 3 Nov 2026 this story story.

The link for Ishares Inc Msci Australia Etf (EWA) 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 20 sessions. The latest close on file is 29.12.

A simple score for Ishares Inc Msci Australia Etf (EWA)

46 out of 100

“The RBA has done its bit on inflation. Now it’s Jim’s turn” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.