Geopolitics Alpha

Fed's Collins warns inflation could be 'notably' higher after backing rate hike

Published . Updated .

There is "an increased likelihood" of inflation staying "notably" above the Federal Reserve's 2% target, Boston Federal Reserve President Susan Collins said.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • GS Goldman Sachs

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • IEI ISHARES TR

    Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT———————
IEF———————
SHY———————
SPY———————
JPM———————
BAC———————
GS———————
XLF———————
KRE———————
IEI———————

There is "an increased likelihood" of inflation staying "notably" above the Federal Reserve's 2% target, Boston Federal Reserve President Susan Collins said.

Source: CNBC Top

The price since 23 Sep 2026: Ishares Tr (IEI) versus the S&P 500

Since the first closing price after “Fed's Collins warns inflation could be 'notably' higher after backing rate hike,” Ishares Tr (IEI) is +0.59%. The S&P 500 fund (SPY) is -0.09% over the same days, a +0.68% difference versus the market.

IEI
SPY

Who gains and who loses around Ishares Tr (IEI)

Companies mentioned with this story

  • IEI Ishares Tr

    In “Fed's Collins warns inflation could be 'notably' higher after backing rate hike,” Ishares Tr (IEI) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • UGA United States Gasoline Fund

    United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Fed's Collins warns inflation could be 'notably' higher after backing rate hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “Fed's Collins warns inflation could be 'notably' higher after backing rate hike,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Fed's Collins warns inflation could be 'notably' higher after backing rate hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Fed's Collins warns inflation could be 'notably' higher after backing rate hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    For “Fed's Collins warns inflation could be 'notably' higher after backing rate hike,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    For “Fed's Collins warns inflation could be 'notably' higher after backing rate hike,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Fed's Collins warns inflation could be 'notably' higher after backing rate hike.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Ishares Tr (IEI)

The 23 Sep 2026 story “Fed's Collins warns inflation could be 'notably' higher after backing rate hike” names Ishares Tr (IEI) because of this story.

For Ishares Tr (IEI), the reason on file says Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, United States Gasoline Fund (UGA), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates and price levels for Ishares Tr (IEI)

GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. IEI traded between 113.03 and 114.41 across 10 sessions. The latest close on file is 113.99. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

A simple score for Ishares Tr (IEI)

46 out of 100

“Fed's Collins warns inflation could be 'notably' higher after backing rate hike” scores 46 out of 100. The score uses 1 sources, and 23 linked companies.