This is an interesting topic.
You might consider breaking down your topic into separate smallet topics at first to gain better understanding of how the federal reserver regulates the interest rates and the currency.
Here is a link I found on the topic -
http://www.invest-faq.com/articles/regu ... serve.html
It also contains a recommendation for a book by William Greider titled "Secrets of the temple: How the Federal Reserve runs the country".
You can read the comments by following the link.
Later, you would want to gain better understading of the stock market and how it works. There is plenty of information on this topic on the web.
Finally putting it all together and coming to you topic to research. Here are a few links that talk about stock market fluctuation with respect to the changes in interest rate.
http://stocks.about.com/od/evaluatingst ... 110904.htm