Geopolitics Alpha

UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts

Published . Updated .

Covered by 5 outlets: WKZO, The Mighty 790 KFGO, Bradenton Herald, Tacoma News Tribune, Reuters.

Who covered it: Center 1 · Not rated 4. How we rate outlets

Key takeaways

  • LONDON, Nov 11 (Reuters) - The Bank of England will not succeed in returning inflation to target before 2030, driven by second-round effects on wages caused by the Iran war, according ​to forecasts from a leading academic think-tank which also nudged ‌...
  • Exposed: EWU, BWX, EFA, HSBC, LIN
  • Market reaction: EWU −0.8% on the day (still updating); BWX −0.6% on the day (still updating); ARM +9.2% on the day (still updating)

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UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts

LONDON, Nov 11 (Reuters) - The Bank of England will not succeed in returning inflation to target before 2030, driven by second-round effects on wages caused by the Iran war, according ​to forecasts from a leading academic think-tank which also nudged ‌...

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-3.6% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • EWU iShares MSCI United Kingdom ETF-0.6% 15d

    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+8.8% 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-32.9% 19d

    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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITANo price data for this ticker———————
XARNo price data for this ticker———————
EWU+2.09%-1.48%base-0.84%after closeafter closeafter close
BWX+0.44%+0.07%base-0.63%after closeafter closeafter close
EFA+1.31%-2.38%base-0.25%after closeafter closeafter close
HSBC-0.56%-3.15%base-0.61%after closeafter closeafter close
LIN+0.59%-1.26%base+0.43%after closeafter closeafter close
ARM+5.74%-3.79%base+9.24%after 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.

UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts WKZO

Source: WKZO

How far Ishares Tr (EWU) has moved since 11 Nov 2026

CompanyWhenMoveStatus
Arm Holdings (ARM)that day+9.24%still updating
Arm Holdings (ARM)three days earlier-3.79%final price
Arm Holdings (ARM)five days earlier+5.74%final price
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
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
Ishares Tr (EWU)that day-0.84%still updating
Ishares Tr (EWU)three days earlier-1.48%final price
Ishares Tr (EWU)five days earlier+2.09%final price
Hsbc Holdings (HSBC)that day-0.61%still updating
Hsbc Holdings (HSBC)three days earlier-3.15%final price
Hsbc Holdings (HSBC)five days earlier-0.56%final price
Linde (LIN)that day+0.43%still updating
Linde (LIN)three days earlier-1.26%final price
Linde (LIN)five days earlier+0.59%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 (EWU)

Companies mentioned with this story

  • EWU Ishares Tr

    Ishares Tr (EWU) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts.” Reason on file: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”)

  • BWX Spdr Series Trust

    For “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts,” 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 “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts,” 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

    In “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts,” 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 11 Nov 2026 story “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts.” 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

    For “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts,” Arm Holdings (ARM) is linked, with no stored direction, medium confidence. 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

    Rio Tinto (RIO) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts.” 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

Ishares Tr (EWU)

“UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts” (11 Nov 2026) reaches Ishares Tr (EWU) through this story.

What ties Ishares Tr (EWU) to the headline is this: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”)

Spdr Series Trust (BWX) is here too. Its reason reads: 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.

What the saved facts support for Ishares Tr (EWU)

77 out of 100Price not final

“UK inflation to overshoot Bank of England target for next 4 years, NIESR forecasts” scores 77 out of 100. The score uses 5 sources, and 7 linked companies. The price is not final yet.