Hardest-hit would be interest-rate sensitive stocks of consumer-goods, financing and auto companies.

CNN: A PUNTER'S SURVIVAL GUIDE

Fidelity National is certainly sensitive to activity in the residential mortgage market, and as rates on mortgages have come back down from April through mid-May, interest rate sensitive stocks such as the home builders, mortgage lenders and REITs have all rallied.

FORBES: Magazine Article

Bank stocks, which are sensitive to interest-rate cycles, have bee among the biggest movers today.

FORBES: Rally On Rates