Learn/Ch. 05 Mastery/Macro & Fed Policy

Lesson 7 of 8

How the Fed Moves Markets

The most powerful force in finance

Fed funds rate

3.50-3.75%

April 2026

Fed balance sheet

$6.5T

down from $8.9T peak

10yr Treasury

4.34%

benchmark for everything

The Federal Reserve sets the short-term interest rate. When they raise it, borrowing gets expensive and stocks usually drop. When they cut, money flows and stocks usually rally. Every investor watches the Fed.

Fed cuts rates

Cheaper to borrow money

Companies invest more, hire more

Stock valuations go UP

Bonds rally (prices up, yields down)

Fed raises rates

More expensive to borrow

Companies pull back, growth slows

Stock valuations go DOWN

Bonds sell off (prices down, yields up)

How sectors actually react to rate changes

XLK logoXLK

Tech Sector

Rates up = tech down. Growth stocks discounted harder. Lost 35% in 2022.

very sensitive
risk-on
XLF logoXLF

Financials

Banks make more on loans when rates rise. Profit from the spread.

benefits
winner
XLU logoXLU

Utilities

High-dividend "bond proxies." Sold off when bonds became competitive.

bond-like
hurt
XLRE logoXLRE

Real Estate

Mortgage rates up, property values compress, REITs fall. 2022 was brutal.

rate-sensitive
hurt
XLE logoXLE

Energy

Rising rates often correlate with inflation. Oil and commodities win.

inflation hedge
winner

Rule of thumb: growth and rate-sensitive sectors hurt in a hiking cycle, value and financials outperform. It reverses in a cutting cycle.

loading SPY...

SPY 5 years. Notice how the market reacts around Fed rate decisions. The 2022 drop was driven by aggressive rate hikes.

don't fight the Fed

This is the oldest Wall Street saying for a reason. When the Fed is cutting rates, be bullish. When they're hiking, be cautious. It's not always right, but it's right more often than not.

Check yourself

What typically happens to stock valuations when the Fed raises interest rates?

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