<div id="readability-page-1"><div><div>The Federal Reserve's recent rate cut marks a pivot toward easier money. It also sets the stage for a new market playbook, and JPMorgan's analysts are already drawing up winners and losers.With short-end rates expected to drop by a whole percentage point to 3.5% by early 2026, the focus is shifting to which stocks can translate cheaper borrowing into fatter earnings.<ul> <li>Track U.S. equity tracking SPY here.</li> </ul><h2>Winners In A Cheaper Credit World</h2>History suggests the second year of an easing cycle packs the biggest punch — the S&amp;P 500 has averaged a 26.5% gain assuming no recession. JPMorgan believes this time will be no different, with capital-heavy and rate-sensitive sectors poised to shine. Big tech firm remain front and center. Amazon.com Inc AMZN, for example, could climb toward the bank's $265 target. Lower financing costs bolster logistics investments and consumer demand. There’s also Meta Platforms Inc META, which is still riding AI tailwinds. The Facebook parent company carries an $875 target — a hefty premium to its current ~$779.Cyclical plays also get their moment. Ford Motor Co F, weighed down by debt, stands to benefit directly from lower interest expenses, with a $13 price target implying double-digit upside. A post-pandemic Carnival Corp CCL will likely benefit as cruise demand improves on affordability. Even financials like Bank of America Corp BAC make the list, with JPMorgan seeing shares reclaiming $51 as loan growth and net interest margins stabilize under a friendlier rate regime.Read Also: Fed Rate Cut: What It Means For Your Mortgage, Crypto, Savings Account, Auto Loan And Student Loan<h2>Losers When The Music Slows</h2>Not everyone wins in a low-rate environment. Utilities like Consolidated Edison Inc ED, which rely on fixed-rate debt and have limited upside from consumer demand, could see relative underperformance. Similarly, Northern Trust Corp NTRS, with its asset-sensitive model, may find itself left behind as peers with floating-rate leverage enjoy relief.JPMorgan's message is clear: easing cycles lift most boats, but some will sail faster. For investors eyeing the next leg of the rally, names like Amazon, Meta, Ford, and Carnival could be the ones steering ahead, while defensive plays risk getting stuck in calmer waters.<ul> <li>Economists Warn ‘Stagflation Is In The Room’ Amid Interest Rate Cut News: ‘The Fed Has No Idea Where Inflation Will Be,’ Says Peter Schiff</li> </ul>Image: Shutterstock</div></div></div>

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The Federal Reserve's recent rate cut signals a shift to easier monetary policy, prompting analysts to identify potential stock winners and losers. JPMorgan highlights Amazon, Meta, and Ford as likely beneficiaries of lower borrowing costs, with price targets of $265, $875, and $13 respectively. The easing cycle historically boosts the S&P 500, while sectors like utilities may underperform. Investors are advised to focus on capital-heavy stocks that can leverage cheaper credit for growth, as defensive plays may lag behind in this environment.

- The Federal Reserve's recent rate cut signals a shift towards easier monetary policy, prompting analysts at JPMorgan to identify potential market winners and losers.  
- Sectors such as technology, including Amazon and Meta, along with cyclical stocks like Ford and Carnival, are expected to benefit from lower borrowing costs, while utilities and certain financial firms may underperform.  
- JPMorgan emphasizes that while easing cycles generally benefit the market, not all stocks will thrive equally, with some poised for significant gains and others likely to lag behind.  

Rate Cut Rally? Why Amazon, Meta And Ford Could Outpace The Pack