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16 handpicked stocks

Fed Chair Finalists Could Signal Rate Changes 2025

President Trump is set to appoint a new Federal Reserve Chair, a decision that could significantly alter U.S. monetary policy. This potential shift towards lower interest rates could create investment opportunities in sectors that benefit from cheaper borrowing, such as banking and real estate.

Author avatar

Han Tan | Market Analyst

Published on October 28

Your Basket's Financial Footprint

Market capitalisation breakdown for the stock basket titled 'Anticipating A New Fed Chair'.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking of broad market performance.
  • Best positioned as a core holding within a diversified portfolio, not a speculative trade.
  • Tends to offer steady, long-term appreciation rather than rapid, short-term gains.
Total Market Cap
  • RKT: $51.02B

  • RF: $21.45B

  • HMST: $264.32M

  • Other

About This Group of Stocks

1

Our Expert Thinking

With President Trump set to appoint a new Federal Reserve Chair by the end of 2025, we're anticipating a potential shift towards more dovish monetary policy. This could mean lower interest rates, creating opportunities for rate-sensitive sectors like banking, real estate, and mortgage lending that thrive when borrowing becomes cheaper.

2

What You Need to Know

This group focuses on companies whose profitability is closely tied to borrowing costs. When interest rates fall, these firms typically experience wider profit margins, increased loan demand, and improved financial performance. The selection includes regional banks, mortgage lenders, and real estate investment trusts.

3

Why These Stocks

Each company was handpicked by professional analysts for their direct exposure to interest rate changes. From Rocket Companies' mortgage platform to regional banks like Zions Bancorporation, these businesses are positioned to benefit from the improved lending environment that lower rates could bring.

Why You'll Want to Watch These Stocks

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Historic Policy Shift Ahead

A new Fed Chair appointment could signal the biggest monetary policy change in years. Financial markets are already positioning for this potential catalyst that could reshape interest rate expectations.

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Rate-Sensitive Goldmine

These companies are directly wired to benefit from lower borrowing costs. When rates fall, their profit margins typically expand and loan demand surges, creating a perfect storm for growth.

First-Mover Advantage

Smart money is already positioning for this shift. Getting in early on rate-sensitive sectors could put you ahead of the crowd when the new Fed leadership's dovish stance becomes reality.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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