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benzinga Macro/Central Bank Impact 85/100 ● positive

Dan Ives Says Kevin Warsh-Led Fed 'Had No Choice' But to Raise Rates, Calls the Hike a 'Gut Punch' As Trump Renews Calls for 1% Rates

Sep 17, 2026, 10:01 AM UTC · Primary ticker $IEF

The Federal Reserve, led by Kevin Warsh, raised its benchmark interest rate by 25 basis points to 3.75%-4.00% in response to persistent inflation, marking the first hike since 2023. This move, deemed a 'gut punch' by analyst Dan Ives, occurred despite President Trump's renewed calls for rates at 1% or lower, highlighting a significant divergence in economic policy views.

The Federal Reserve, under Chair Kevin Warsh, increased interest rates by 25 basis points to combat high inflation, a move supported by the bond market's multi-decade highs. This decision, described as an 'inflation warrior' stance by Dan Ives, signals a potential series of rate hikes, directly contrasting former President Trump's demand for significantly lower rates. The short-term implication is increased borrowing costs and potential market volatility, while the long-term outlook depends on the Fed's ability to control inflation without triggering a recession. Traders should monitor the bond market and Fed communications for further guidance on interest rate trajectories.

$IEF negative Treasury bond ETF showing negative price trend
$TLT negative Treasury bond ETF showing negative price trend
Source: benzinga
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Not financial advice. AI-generated analysis for informational purposes only.