Why the S&P 500 could 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 on average perform the 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
The investment bank found that stocks in the energy and information technology sectors on average perform the best one year after an interest-rate hike by the Federal Reserve.
Source: MarketWatch
Price since this story was published: Ally Financial (ALLY)
Since the first closing price after “Why the S&P 500 could still advance after a Fed hike, according to a Wall Street strategist,” Ally Financial (ALLY) is -6.13%. The S&P 500 fund (SPY) is +0.65% over the same days, a -6.78% difference versus the market.
Filings that name Ally Financial (ALLY) around 17 Sep 2026
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 Ally Financial (ALLY)
Companies carried with this story
- ALLY Ally Financial
In “Why the S&P 500 could 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 the S&P 500 could 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 the S&P 500 could 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/
Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Why the S&P 500 could still advance after a Fed hike, according to a Wall Street strategist.” 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 the S&P 500 could 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
- EFC Ellington Financial
Ellington Financial (EFC) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Why the S&P 500 could still advance after a Fed hike, according to a Wall Street strategist.” Reason on file: GA selected EFC 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
For “Why the S&P 500 could 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
For “Why the S&P 500 could still advance after a Fed hike, according to a Wall Street strategist,” Spdr Series Trust (KRE) 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
Ally Financial (ALLY)
The 17 Sep 2026 story “Why the S&P 500 could still advance after a Fed hike, according to a Wall Street strategist” names Ally Financial (ALLY) because of this story.
What ties Ally Financial (ALLY) to the headline is this: 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
Also listed, Bank Of America (BAC): 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
Dates and price levels for Ally Financial (ALLY)
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. BMO traded between 159.57 and 177.46 across 20 sessions. The latest close on file is 166.07.
How strong the case is around Ally Financial (ALLY)
46 out of 100
“Why the S&P 500 could still advance after a Fed hike, according to a Wall Street strategist” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.