Markets are on edge, waiting for the moment when the US Federal Reserve finally pivots to cutting interest rates. History shows that when rates fall, money moves fast meaning certain sectors and companies stand to benefit disproportionately. When the Fed lowers US rates, the effects ripple through global markets. Borrowing becomes cheaper, cash flows improve for companies with debt exposure, and investor appetite for yield often increases.
Packaging giant Amcor earns a large chunk of revenue in North America. A Fed rate cut could reduce US-dollar denominated borrowing costs and strengthen cash flows in its core region. Technically, Amcor has tested support around $13 multiple times since 2015. Analysts suggest a possible short-term 25% trade opportunity if it can hold above key support levels and push toward $17.
With major toll road operations across the US, Transurban Group could attract more yield-hungry investors as lower rates make infrastructure assets more desirable. Lower long-term borrowing costs could lift profits. The chart shows a healthy uptrend since October 2023 with resistance sitting around $15, with longer-term potential near $16.50.
Property heavyweight Goodman Group benefits when falling bond yields make high-yielding shares more attractive. While the stock has already run significantly since late 2023, analysts highlight pullbacks that suggest consolidation after a strong rally and support at previous highs indicating renewed buying interest.
US-based healthcare company ResMed stands out as a favorite. Lower rates mean insurers and patients in the US find it easier to afford medical equipment like sleep machines. Broken all-time highs suggest ongoing bullishness with recent pullbacks appearing to be consolidation rather than weakness.
Gaming and entertainment giant Aristocrat Leisure thrives when US consumers feel more confident. Cheaper borrowing costs often translate into more discretionary spending as casinos purchase more machines and gaming spend tends to rise during easier credit environments. The stock is trending positively with upside towards $79.95 all-time highs.
WiseTech Global has expanded heavily into the US, acquiring logistics software company E2Open for $4.6B. Lower rates could encourage faster adoption of its supply-chain solutions. Technicals show strong recovery after recent challenges with consolidation near momentum lines signaling readiness to move higher.
Debt collection firm Credit Corp is sensitive to US financial conditions. Easier repayment environments when rates fall improve collection rates and boost profitability while creating opportunities for growth in its US division. After basing near $13.50, Credit Corp shows signs of recovery with analysts eyeing $18.50 as the next resistance.
Accounting software leader Xero continues its push into the US with major acquisitions. Fed rate cuts mean more free cash flow for small businesses and greater adoption of subscription accounting tools with stronger prospects for integrated payments platforms. Technically, holding above $150–160 levels could set up another leg higher with all-time highs as the next logical target.
