{
  "id": 7289008,
  "title": "'Kevin Warsh has a conundrum': Wall Street weighs Fed's next move as bond yields rise",
  "url": "https://urgent.news/2026/09/14/kevin-warsh-has-a-conundrum-wall-street-weighs-feds-next-move-as-bond",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-14T04:54:39.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/article/kevin-warsh-has-a-conundrum-wall-street-weighs-feds-next-move-as-bond-yields-rise-045439827.html"
  },
  "original_language": "en",
  "account": "Wall Street is currently anticipating a quarter-percentage-point interest rate hike by the Federal Reserve during their upcoming meeting. However, Fed Chairman Kevin Warsh faces a dilemma as he must decide whether to align with the majority and hike rates or maintain steady rates. Macquarie global macro strategists Thierry Wizman and Gareth Berry believe Warsh is more likely to vote in favor of the hike. Fed Chairmen are typically expected to build consensus and vote with the majority, but if Warsh were to dissent, he would be the first Fed chair in modern history to do so. Trump has urged the Fed to lower rates to reduce borrowing costs, even threatening a trade embargo if necessary. However, bond yields have risen, with the 2-year Treasury reaching 4.61%, indicating strong market expectations for a rate hike. Despite the bond market's expectations, stocks have managed to hold up well. The 10-year Treasury is currently at 4.9%, while equities have broken a four-day losing streak, with investors betting on a rate hike at nearly 90%. The rise in yields may not be a problem if infrastructure funding is maintained. However, if it negatively impacts the stock market, it could hinder AI investment. Wall Street firms have adjusted their timelines, with analysts at Goldman Sachs and UBS now anticipating a Fed rate hike at their meeting on September 15-16. Despite the recent increase in yields, oil prices, and market confidence in a Fed policy shift, equities remain resilient. Keith Lerner, Truist's chief investment officer, believes the bull market remains intact and predicts that money will return to tech. Strong earnings, continued AI investments, and a resilient labor market suggest a growing economy, according to Schwab Asset Management's CEO Omar Aguilar.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "Techmeme",
        "title": "An analysis of Bending Spoons' financials: the company relies on aggressive post-acquisition price hikes, and rising interest rates could crimp its growth (Jonathan Weil/Wall Street Journal)",
        "url": "https://urgent.news/2026/09/12/an-analysis-of-bending-spoons-financials-the-company-relies-on",
        "published": "2026-09-12T21:35:07.000Z"
      },
      {
        "outlet": "MarketWatch Top",
        "title": "The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice",
        "url": "https://urgent.news/2026/09/13/the-price-of-almost-everything-on-your-dinner-table-is-climbing-at",
        "published": "2026-09-13T13:00:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}