Why stocks can still advance after a Fed hike, according to a Wall Street strategist
Published . Updated .
The investment bank found that stocks in the energy and information technology sectors perform best one year after an interest-rate hike by the Federal Reserve.
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
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- 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
Price reaction, T-5 to T+3
How far Ponce Financial Group (PDLB) has moved since 17 Sep 2026
Since the first closing price after “Why stocks can still advance after a Fed hike, according to a Wall Street strategist,” Ponce Financial Group (PDLB) is -1.33%. The S&P 500 fund (SPY) is +0.65% over the same days, a -1.98% difference versus the market.
Who reported a Ponce Financial Group (PDLB) trade near 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 Ponce Financial Group (PDLB)
Companies tied to this story
- PDLB Ponce Financial Group
For “Why stocks can still advance after a Fed hike, according to a Wall Street strategist,” Ponce Financial Group (PDLB) is linked, with no stored direction, medium confidence. Reason on file: GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ALLY Ally Financial
In “Why stocks can still advance after a Fed hike, according to a Wall Street strategist,” Ally Financial (ALLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAC Bank Of America
For “Why stocks can still advance after a Fed hike, according to a Wall Street strategist,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BMO Bank Of Montreal /Can/
Bank Of Montreal /Can/ (BMO) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Why stocks can still advance after a Fed hike, according to a Wall Street strategist.” Reason on file: GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CM Canadian Imperial Bank Of Commerce /Can/
In “Why stocks can still advance after a Fed hike, according to a Wall Street strategist,” Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence. Reason on file: GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CRBG Corebridge Financial
Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Why stocks can still advance after a Fed hike, according to a Wall Street strategist.” Reason on file: GA selected CRBG as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- XLF Select Sector Spdr Tr
In “Why stocks can still advance after a Fed hike, according to a Wall Street strategist,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation
- KRE Spdr Series Trust
Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Why stocks can still advance after a Fed hike, according to a Wall Street strategist.” Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation
Ponce Financial Group (PDLB)
“Why stocks can still advance after a Fed hike, according to a Wall Street strategist” (17 Sep 2026) reaches Ponce Financial Group (PDLB) through this story.
The link for Ponce Financial Group (PDLB) is this: GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, Ally Financial (ALLY), is listed for a different reason: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for Ponce Financial Group (PDLB), and the dates in the story
ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53. BAC traded between 49.26 and 58.11 across 20 sessions. The latest close on file is 50.39. PDLB traded between 19.68 and 20.63 across 20 sessions. The latest close on file is 20.03.
How strong the case is around Ponce Financial Group (PDLB)
100 out of 100
“Why stocks can still advance after a Fed hike, according to a Wall Street strategist” scores 100 out of 100. The score uses 13 linked companies.