Inflation
Read, listen and learn about the impacts of inflation as it hits the highest levels seen in a generation
Charted territory: Inflation playbook

Higher inflation remains at the epicenter of today’s economic and policy uncertainty. In financial markets, the diversification of the traditional 60/40 portfolio is facing significant challenges. So, what can investors do amid this new backdrop?
Our inflation playbook breaks down the key indicators we’re watching to help investors navigate these challenges and explore potential solutions. Access the playbook to watch interactive videos featuring commentary from Chief U.S. Economist Lara Rhame.
Insights from our experts
As we continue to navigate this dominant feature in the post-pandemic recovery, our alternative investments experts are here with the latest updates and insights to provide a one-stop shop for inflation resources.

Research report | 15 minute read
Chief U.S. Economist Lara Rhame’s 10 for ‘23
2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
Inflation playbooks

Playbook | 15 minute read
Charted Territory: Strong Dollar Playbook
The dollar has surged to multi-decade highs, complicating an already-challenged investing and policy landscape.
FireSide podcast episodes

Podcast | 23 minute listen
Q4 Corporate credit outlook: At a crossroads
With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.

We haven’t been here in a generation. If this feels different, it is because it is completely different.
Lara Rhame, Chief U.S. Economist, FS Investments

Charts

Chart of the week | 2 minute read
Hawkish Fed to remain a challenge in 2023?
Markets don’t seem to believe Fed policy makers. This week’s chart looks at why market-based Fed funds rate expectations could drive volatility.
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