CME Group's FedWatch tool projects a 57.7% chance of a Federal Reserve rate hike at the October FOMC meeting, yet several stocks are positioned to perform well regardless. UnitedHealth Group's earnings surged roughly 54% year over year in the second quarter of 2026, and management raised full-year guidance, making its turnaround resilient to rate changes. JPMorgan Chase, the world's largest bank by market cap, reported net interest income of $25.6 billion in Q2, up 10% year over year, and would benefit further from higher rates. Chevron's shares have risen more than 20% year to date, buoyed by higher fuel prices tied to the Iran war, and sustained inflation that prompts rate hikes would likely keep its business strong.
