U.S. stocks could face near-term pressure if the Federal Reserve resumes raising interest rates, even as corporate earnings remain the primary driver of the market's longer-term direction, according to a report from Goldman Sachs strategist Ben Snider.

New Fed chairman Kevin Warsh has made it clear that he is not here to rescue stocks.

Warsh thinks America places “undue weight on Federal Reserve communications,” with press conferences moving markets more than interest rate changes.

The Federal Reserve is still carrying roughly $8 trillion in assets on its balance sheet, and it is doing so while its preferred inflation gauge climbs and long-term Treasury yields sit near the top of their 12-month range.

Investors sold stocks, bonds, bitcoin and gold Friday after strong jobs data raised odds for Federal Reserve interest rate hikes, and Wall Street wrestled with weakness in AI stocks.

New Fed chair Kevin Warsh wants to shrink the Fed's balance sheet. This move could impact the bond and stock markets in several ways. Investors can prepare by reducing exposure to some stocks, increasing exposure to others, and building cash. These 10 ...

At stake is not simply whether the Fed cuts rates, but how new leadership may define monetary policy in coming years.

By Caroline Valetkevitch NEW YORK, June 17 (Reuters) - Major stock indexes fell, bond yields rose and the U.S. dollar extended gains on Wednesday after the Federal Reserve held the benchmark interest rate steady and new projections showed officials expect a hike in borrowing costs later this year amid increasing inflation concerns.

The SPDR S&P Regional Banking ETF (KRE) is downgraded to Hold as the main Fed easing catalyst has played out and the entry point is less attractive. KRE’s outperformance since October 2025 was driven by monetary policy tailwinds,