Geopolitics Alpha

Two big four banks make moves after RBA lifts interest rates again

Published . Updated .

Key takeaways

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

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GEOPOLITICS ALPHATwo big four banks make movesafter RBA lifts interest ratesagainGEOPOLITICS ALPHA

This report is about banks and Australia.

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 “banks” (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 “banks” (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 (“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-1.5% 9d

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

  • JPM JPMorgan Chase+0.2% 30d

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

  • BAC Bank of America-11.5% 30d

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

  • WFC Wells Fargo+3.3% 30d

    Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (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
KRE-1.00%-1.14%baseafter closeafter closeafter closeafter close
EWA+1.62%+1.58%baseafter closeafter closeafter closeafter close
BWX+0.16%+0.49%baseafter closeafter closeafter closeafter close
EFA+0.59%+0.25%baseafter closeafter closeafter closeafter close
JPM+0.41%-0.26%baseafter closeafter closeafter closeafter close
BAC+2.47%+0.71%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.

Two big four banks make moves after RBA lifts interest rates again Nine.com.au

Source: Nine.com.au

The price since 4 Nov 2026: Select Sector Spdr Tr (XLF) versus the S&P 500

CompanyWhenMoveStatus
Bank Of America (BAC)three days earlier+0.71%final price
Bank Of America (BAC)five days earlier+2.47%final price
Spdr Series Trust (BWX)three days earlier+0.49%final price
Spdr Series Trust (BWX)five days earlier+0.16%final price
Ishares Tr (EFA)three days earlier+0.25%final price
Ishares Tr (EFA)five days earlier+0.59%final price
Ishares Inc Msci Australia Etf (EWA)three days earlier+1.58%final price
Ishares Inc Msci Australia Etf (EWA)five days earlier+1.62%final price
Jpmorgan Chase (JPM)three days earlier-0.26%final price
Jpmorgan Chase (JPM)five days earlier+0.41%final price
Spdr Series Trust (KRE)three days earlier-1.14%final price
Spdr Series Trust (KRE)five days earlier-1.00%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 Select Sector Spdr Tr (XLF)

Companies carried with this story

  • XLF Select Sector Spdr Tr

    For “Two big four banks make moves after RBA lifts interest rates again,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Financial Select Sector SPDR: it holds banks. Linked by “banks” (banks) in this story

  • KRE Spdr Series Trust

    In “Two big four banks make moves after RBA lifts interest rates again,” Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Regional Banking ETF: it holds banks. Linked by “banks” (banks) in this story

  • EWA Ishares Inc Msci Australia Etf

    For “Two big four banks make moves after RBA lifts interest rates again,” Ishares Inc Msci Australia Etf (EWA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”)

  • BWX Spdr Series Trust

    In “Two big four banks make moves after RBA lifts interest rates again,” 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

    In “Two big four banks make moves after RBA lifts interest rates again,” 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

  • JPM Jpmorgan Chase

    Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Two big four banks make moves after RBA lifts interest rates again.” Reason on file: JPMorgan Chase (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (banks) 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 “Two big four banks make moves after RBA lifts interest rates again.” Reason on file: Bank of America (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (banks) in this story

  • WFC Wells Fargo

    In “Two big four banks make moves after RBA lifts interest rates again,” 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 “banks” (banks) in this story

Select Sector Spdr Tr (XLF)

Select Sector Spdr Tr (XLF) is the company in “Two big four banks make moves after RBA lifts interest rates again,” the 4 Nov 2026 this story story.

What ties Select Sector Spdr Tr (XLF) to the headline is this: Financial Select Sector SPDR: it holds banks. Linked by “banks” (banks) in this story

Spdr Series Trust (KRE) is here too. Its reason reads: SPDR S&P Regional Banking ETF: it holds banks. Linked by “banks” (banks) in this story

The price range for Select Sector Spdr Tr (XLF), and the dates in the story

EWA traded between 27.76 and 29.31 across 20 sessions. The latest close on file is 29.12. KRE traded between 67.80 and 71.93 across 20 sessions. The latest close on file is 70.61. 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 Select Sector Spdr Tr (XLF)

46 out of 100

“Two big four banks make moves after RBA lifts interest rates again” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.