UK Rates Are Not High Enough to Curb Inflation, Research Finds
Published . Updated .
Key takeaways
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report is about the UK.
Directly affected
- No company is named in this report.
Indirectly affected
- EWU iShares MSCI United Kingdom ETF-1.3% 30d
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-1.5% 9d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes the UK
- HSBC HSBC Holdings-6.5% 16d
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+10.7% 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-8.6% 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 | +0.04% | +1.10% | base | after close | after close | after close | after close |
| BWX | +0.16% | +0.49% | base | after close | after close | after close | after close |
| EFA | +0.59% | +0.25% | base | after close | after close | after close | after close |
| HSBC | +2.25% | +1.01% | base | after close | after close | after close | after close |
| LIN | -0.67% | +0.55% | base | after close | after close | after close | after close |
| ARM | +16.52% | +1.70% | base | after close | after close | after close | after close |
| RIO | +5.26% | +0.28% | 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.
UK Rates Are Not High Enough to Curb Inflation, Research Finds Bloomberg.com
Source: Bloomberg
How far Ishares Tr (EWU) has moved since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Arm Holdings (ARM) | three days earlier | +1.70% | final price |
| Arm Holdings (ARM) | five days earlier | +16.52% | 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 Tr (EWU) | three days earlier | +1.10% | final price |
| Ishares Tr (EWU) | five days earlier | +0.04% | final price |
| Hsbc Holdings (HSBC) | three days earlier | +1.01% | final price |
| Hsbc Holdings (HSBC) | five days earlier | +2.25% | final price |
| Linde (LIN) | three days earlier | +0.55% | final price |
| Linde (LIN) | five days earlier | -0.67% | final price |
| Rio Tinto (RIO) | three days earlier | +0.28% | final price |
| Rio Tinto (RIO) | five days earlier | +5.26% | 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 56 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 40 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 48 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 61 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 gains and who loses around Ishares Tr (EWU)
Companies carried with this story
- EWU Ishares Tr
Ishares Tr (EWU) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “UK Rates Are Not High Enough to Curb Inflation, Research Finds.” 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 Rates Are Not High Enough to Curb Inflation, Research Finds,” 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 Rates Are Not High Enough to Curb Inflation, Research Finds,” 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 “UK Rates Are Not High Enough to Curb Inflation, Research Finds,” 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 4 Nov 2026 story “UK Rates Are Not High Enough to Curb Inflation, Research Finds.” 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 4 Nov 2026 story “UK Rates Are Not High Enough to Curb Inflation, Research Finds.” 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
For “UK Rates Are Not High Enough to Curb Inflation, Research Finds,” 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
Ishares Tr (EWU)
“UK Rates Are Not High Enough to Curb Inflation, Research Finds” (4 Nov 2026) reaches Ishares Tr (EWU) through this story.
The link for Ishares Tr (EWU) 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 47.88 across 17 sessions. The latest close on file is 46.84.
A simple score for Ishares Tr (EWU)
46 out of 100
“UK Rates Are Not High Enough to Curb Inflation, Research Finds” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.