The UK has an inflation problem
Published . Updated .
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This report is about the UK.
Directly affected
- No company is named in this report.
Indirectly affected
- EWU iShares MSCI United Kingdom ETF-1.8% 16d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”).
- 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
- HSBC HSBC Holdings-5.8% 13d
HSBC Holdings (savings institution, federally chartered) is one of the largest the UK-based companies traded in the US, so news about the UK (“uk”) reaches its shares.
- LIN Linde+8.6% 30d
Linde (industrial inorganic chemicals) is one of the largest the UK-based companies traded in the US, so news about the UK (“uk”) reaches its shares.
- ARM Arm Holdings-33.0% 30d
Arm Holdings (semiconductors and related devices) is one of the largest the UK-based companies traded in the US, so news about the UK (“uk”) reaches its shares.
- RIO Rio Tinto Group
Rio Tinto Group (metal mining) is one of the largest the UK-based companies traded in the US, so news about the UK (“uk”) reaches its shares.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| EWU | -2.16% | -0.91% | base | after close | after close | after close | after close |
| BWX | -1.27% | -0.37% | base | after close | after close | after close | after close |
| EFA | -1.78% | -2.18% | base | after close | after close | after close | after close |
| HSBC | -6.31% | -2.37% | base | after close | after close | after close | after close |
| LIN | -1.74% | +0.11% | base | after close | after close | after close | after close |
| ARM | +8.67% | -10.58% | base | after close | after close | after close | after close |
| RIO | -5.50% | -3.73% | 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.
The UK has an inflation problem Financial Times
Source: Financial Times
Price since this story was published: Ishares Tr (EWU)
| Company | When | Move | Status |
|---|---|---|---|
| Arm Holdings (ARM) | three days earlier | -10.58% | final price |
| Arm Holdings (ARM) | five days earlier | +8.67% | final price |
| Spdr Series Trust (BWX) | three days earlier | -0.37% | final price |
| Spdr Series Trust (BWX) | five days earlier | -1.27% | final price |
| Ishares Tr (EFA) | three days earlier | -2.18% | final price |
| Ishares Tr (EFA) | five days earlier | -1.78% | final price |
| Ishares Tr (EWU) | three days earlier | -0.91% | final price |
| Ishares Tr (EWU) | five days earlier | -2.16% | final price |
| Hsbc Holdings (HSBC) | three days earlier | -2.37% | final price |
| Hsbc Holdings (HSBC) | five days earlier | -6.31% | final price |
| Linde (LIN) | three days earlier | +0.11% | final price |
| Linde (LIN) | five days earlier | -1.74% | final price |
| Rio Tinto (RIO) | three days earlier | -3.73% | final price |
| Rio Tinto (RIO) | five days earlier | -5.50% | final price |
Congressional trades 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 62 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Linde (LIN) (held by a spouse), worth $15,001 - $50,000 on 25 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Linde (LIN) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 54 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Linde (LIN) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 67 days before publication. Filed 7 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 is named in “The UK has an inflation problem”
Companies tied to this story
- EWU Ishares Tr
In “The UK has an inflation problem,” 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 (“uk”)
- BWX Spdr Series Trust
In “The UK has an inflation problem,” 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
For “The UK has an inflation problem,” 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 “The UK has an inflation problem,” 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 (“uk”) reaches its shares
- LIN Linde
Linde (LIN) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “The UK has an inflation problem.” 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 (“uk”) reaches its shares
- ARM Arm Holdings
Arm Holdings (ARM) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “The UK has an inflation problem.” 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 (“uk”) reaches its shares
- RIO Rio Tinto
In “The UK has an inflation problem,” 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 (“uk”) reaches its shares
How “The UK has an inflation problem” reaches Ishares Tr (EWU)
The 10 Nov 2026 story “The UK has an inflation problem” names Ishares Tr (EWU) because of this 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 (“uk”)
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 the UK
Dates in the story, and the Ishares Tr (EWU) price range
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 solid “The UK has an inflation problem” looks
46 out of 100
“The UK has an inflation problem” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.