More of our insights
Showing 37–42 insights out of 378 results
Strategy note
Time to start rotating out of cash and T-bills? The time for the right alts is still now
2023 Year-end strategy note
![Troy Gayeski talking to colleague](https://fsinvestments.com/wp-content/uploads/2022/03/Email_300x186-Troytalkcas.jpg?w=250&h=150&crop=1)
Chart of the week
Markets pricing in too much Fed easing?
Is the market expecting too much from the Fed? This week’s chart looks at the dramatic decline in market-based rate expectations.
![](https://fsinvestments.com/wp-content/uploads/2023/12/COTW_2023-12-08_thumbnail-247px.jpg?w=250&h=150&crop=1)
Chart of the week
Small caps show signs of economic stress?
This week’s chart looks at the rising percentage of small cap companies reporting negative earnings as public index returns mostly remain in neutral.
![](https://fsinvestments.com/wp-content/uploads/2023/12/COTW_2023-12-01_thumbnail-247px.jpg?w=250&h=150&crop=1)
Blog
10 for ’23 Review
Chief U.S. Economist Lara Rhame looks back at her 10 for ’23 predictions and grades how accurate those forecasts were.
![](https://fsinvestments.com/wp-content/uploads/2022/12/FS_5-for-23_Macro_img_2x_Insights_1442x1004.jpg?w=250&h=150&crop=1)
Chart of the week
Inflation data drives market volatility
As the market remains focused on inflation, this week’s chart looks at S&P returns on days when CPI is released compared to non-release days.
![](https://fsinvestments.com/wp-content/uploads/2023/11/COTW_2023-11-17_thumbnail-247px.jpg?w=250&h=150&crop=1)
Chart of the week
Sentiment and spending fight it out
Consumer sentiment and spending are telling two different stories, which could lead to differing economic outlooks.
![](https://fsinvestments.com/wp-content/uploads/2023/11/COTW_2023-11-10_thumbnail-247px.jpg?w=250&h=150&crop=1)
Showing 37–42 insights out of 378 results