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16 handpicked stocks

Interest Rate Volatility: What's Next for Trading?

The U.S. Treasury's announcement of its borrowing plans is set to influence bond supply and yields across the financial markets. This creates a potential investment opportunity focused on companies and sectors that are positioned to benefit from increased interest rate volatility and shifts in the broader economy.

Author avatar

Han Tan | Market Analyst

Published on November 1

Your Basket's Financial Footprint

Summary of basket market capitalisation and investor takeaways.

Key Takeaways for Investors:
  • Large-cap concentration suggests generally lower volatility and closer tracking of broad-market moves than small-cap baskets.
  • Suited as a core holding to provide stability, not as a high-risk, speculative position.
  • Expect steady, long-term value creation rather than rapid, short-term capital gains.
Total Market Cap
  • CME: $95.73B

  • CBOE: $25.70B

  • VIRT: $5.33B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The U.S. Treasury's quarterly borrowing announcements create ripple effects across financial markets, influencing bond yields and interest rate volatility. This presents tactical opportunities for companies that thrive in dynamic rate environments, particularly financial services firms that benefit from increased trading volumes and market uncertainty.

2

What You Need to Know

This group focuses on companies positioned to capitalise on interest rate volatility and shifts in the broader economy. The selection includes exchanges, market makers, brokerages, and specialised ETFs designed to benefit from rising rates and increased fixed income volatility during periods of Treasury debt issuance.

3

Why These Stocks

These assets were handpicked by professional analysts based on their ability to generate revenue from market volatility and interest rate movements. Each company or fund has specific characteristics that allow them to potentially benefit when Treasury borrowing plans influence benchmark yields across the financial landscape.

Why You'll Want to Watch These Stocks

Volatility Creates Opportunity

When Treasury borrowing plans shake up interest rates, these companies thrive on the increased trading activity and market uncertainty that follows.

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Professional Timing Advantage

This group is positioned ahead of quarterly Treasury announcements, giving you exposure to companies that historically benefit from these pivotal market moments.

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Financial Sector Powerhouses

These aren't just any financial stocks - they're the exchanges, market makers, and specialised funds that actually profit when interest rate environments shift.

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

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