Interest-rate-sensitive stocks were hit hard when some hawkish rhetoric came out of the Fed in early September, according to Barron's Michael Kahn.

Utilities, real estate, and higher-yielding consumer stocks started to decline in July, while home builders held their own. However, with last week’s selloff, the group appears on track to reach lower prices soon.

Even though they are susceptible to the same market forces, Kahn says not all home building stocks act the same.

Utilities, real estate, and higher-yielding consumer stocks started to decline in July, while home builders held their own. However, with last week’s selloff, the group appears on track to reach lower prices soon.

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