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18 handpicked stocks

The Next Fed Chair: A Monetary Policy Pivot

President Trump's search for a new Federal Reserve Chair, including private-sector candidates, signals a potential shift in monetary policy. This could create opportunities in interest-rate-sensitive industries, such as banking and housing, if the new leadership prioritizes lower borrowing costs.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at août 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

RKT

Rocket Companies, Inc.

RKT

Current price

$18.79

RF

Regions Financial Corp.

RF

Current price

$25.74

HDB

HDFC Bank Ltd.

HDB

Current price

$73.78

About This Group of Stocks

1

Our Expert Thinking

A new Federal Reserve Chair could signal a major shift in U.S. monetary policy. By considering candidates from outside the central bank, President Trump may be setting the stage for lower interest rates and more accommodative policies that could boost economic activity and lending.

2

What You Need to Know

This group focuses on companies in interest-rate-sensitive industries like regional banking, mortgage lending, and residential construction. These businesses are directly impacted by borrowing costs, making them particularly responsive to changes in Federal Reserve policy and interest rate environments.

3

Why These Stocks

These companies were handpicked by professional analysts based on their sensitivity to interest rate changes. If new Fed leadership prioritises lower borrowing costs to stimulate growth, these firms could see improved profitability and expanded business opportunities in a more accommodative financial environment.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+2.48%

Group Performance Snapshot

2.48%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 2.48% over the next year.

11 of 18

Stocks Rated Buy by Analysts

11 of 18 assets in this group are rated Buy by professional analysts.

2.7%

Group Growth

This group averaged a 2.7% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏛️

Policy Change on the Horizon

Trump's accelerated search for a new Fed Chair could signal a major shift in monetary policy. If new leadership prioritises lower interest rates, these rate-sensitive companies could see significant benefits.

💰

Banking Sector Opportunity

Regional banks and mortgage lenders in this group could experience improved lending conditions and profitability if borrowing costs decrease under new Federal Reserve leadership.

🏠

Housing Market Catalyst

Lower interest rates typically boost the housing market, making mortgages more affordable and driving demand for residential construction companies featured in this collection.

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