Why stocks can still advance after a Fed hike, according to a Wall Street strategist

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Financial Intelligence • Markets • World News • Independent Analysis
Published: 2026-09-17 • Permanent link

Panic gripped global markets yesterday as the Dow Jones plummeted 3.2% in morning trading, with investors scrambling to reassess the risks of a prolonged war in Ukraine. The Dow's decline was the largest single-day drop since the start of the year, as stocks in the energy and technology sectors took a hit. The attack on a key Ukrainian city, which injured at least 19 people, raised fears of a further escalation of the conflict. Russia's military actions have been a major concern for investors, who are already worried about the impact of the ongoing conflict on global growth.

Economic uncertainty is a major concern for many investors, who are already feeling the pinch of rising inflation and interest rates. The latest attack has sent shockwaves through the global market, with investors scrambling to reassess the risks of a prolonged war. As a result, many are opting to err on the side of caution, selling off stocks and bonds in anticipation of a potential downturn. This could have a ripple effect on the broader economy, as businesses and consumers become increasingly cautious about spending and investing.

The energy and technology sectors have historically been among the most resilient to interest-rate hikes, with stocks in these areas often performing well in the months and years following a Federal Reserve rate increase. Since last quarter, the S&P 500 energy index has risen by over 10%, while the technology sector has seen a gain of over 15%. This is a welcome relief for investors, who have been bracing themselves for a potential downturn in the wake of the Fed's recent rate hike.

As the situation in Ukraine continues to unfold, investors will be watching closely for any developments that could impact the global economy. The result: a potentially volatile period ahead, with many investors bracing themselves for the worst. In the coming weeks, investors will be looking for any signs of a potential ceasefire or a shift in the conflict, which could have a significant impact on global markets.