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)
Rates gyrate amid competing market drivers
Treasury yields see significant daily swings. This week’s chart looks at what they could be saying about the forward-looking investment environment.
![](https://fsinvestments.com/wp-content/uploads/2022/03/COTW_2022-03-04_v1_insights-721px.jpg?w=250&h=150&crop=1)
Balance returning after a decade of U.S. outperformance?
The investment opportunity set has changed in 2022. This week’s chart looks at signs of balance between U.S. and international stocks.
![](https://fsinvestments.com/wp-content/uploads/2022/02/COTW_2022-02-25_v1_insights-721px.jpg?w=250&h=150&crop=1)
Suburban dominance grows amid evolving CRE market
CRE prices have rallied, yet the urban-suburban divide has grown. This week’s chart looks at the widening gap throughout the pandemic.
![](https://fsinvestments.com/wp-content/uploads/2022/02/COTW_2022-02-18_v1_insights-721px.jpg?w=250&h=150&crop=1)