The clear opportunity in a healthy middle market
Despite allocation challenges, revenue growth in the U.S. middle market remains healthier than ever as this week’s chart highlights.
![COTW_2024-02-09 thumbnail graph](https://fsinvestments.com/wp-content/uploads/2024/02/COTW_2024-02-09_thumbnail-247px.jpg?w=250&h=150&crop=1)
As yields decline, so does cash’s appeal
Money market assets keep growing despite yields declining. This week’s chart looks at the diverging trends as cash may be losing its luster.
![](https://fsinvestments.com/wp-content/uploads/2024/02/COTW_2024-02-02_thumbnail-247px.jpg?w=250&h=150&crop=1)
Cash attractiveness may have peaked in 2023
Cash was an attractive, safe asset last year amid elevated rates. This week’s chart looks at why the tide may be changing.
![](https://fsinvestments.com/wp-content/uploads/2024/01/COTW_2024-01-26_thumbnail-247px.jpg?w=250&h=150&crop=1)
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)
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)
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)