A battle emerges between sentiment and earnings
Eroding sentiment has driven markets down, yet fundamentals remain firm. This week’s chart looks at the divergence, why it could drive volatility.
![](https://fsinvestments.com/wp-content/uploads/2022/05/COTW_2022-05-13_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
Investors bracing for a potential policy mistake?
Investors expecting rapid rate hikes, followed by a quick reversal? Our chart looks at market expectations for a possible policy mistake.
![](https://fsinvestments.com/wp-content/uploads/2022/04/COTW_2022-04-29_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
Could quantitative tightening drive volatility higher?
As the Fed begins to tighten monetary policy, our chart looks at the VIX through various Fed policies over the past 15 years.
![](https://fsinvestments.com/wp-content/uploads/2022/04/COTW_2022-04-01_v2_thumbnail-247px.jpg?w=250&h=150&crop=1)
After Fed liftoff, fundamentals take center stage
As the Fed commences a new round of rate hikes, our chart looks at maximum compression in price/earnings (P/E) ratios amid historical rate hike cycles.
![](https://fsinvestments.com/wp-content/uploads/2022/03/COTW_2022-03-25_v1_thumbnail-247px.jpg?w=250&h=150&crop=1)
Diverging economic forecasts as rate hikes begin?
The Fed liftoff took place as market drivers compete. This week’s chart looks at two as investors manage through an uncertain environment.
![](https://fsinvestments.com/wp-content/uploads/2022/03/COTW_2022-03-18_v1_thumbnail-247px-1.jpg?w=250&h=150&crop=1)
Inflation wreaks havoc on traditional assets
Amid another record CPI print, this week’s chart looks at the S&P 500 and the Agg’s historical returns during periods of elevated inflation.
![](https://fsinvestments.com/wp-content/uploads/2022/03/COTW_2022-03-11_v1_insights-721px.jpg?w=250&h=150&crop=1)