Sage Advice 4Q23 Market Review + Outlook
January 10, 2024 — Strong economic momentum in the back half of 2023 and expectations of a Fed pivot have provided an optimistic tone to the consensus macro view, but we see a challenging backdrop ahead, especially for the first half.
Featured Insights
Fixed Income
Goldilocks and the Five Rate Cuts
January 8, 2024 -- The mix of factors that drove macro markets last year are largely the same to start this year. The main difference is that markets are now priced for perfecti
Fixed Income
The Laborious March to Fed Cuts
December 11, 2023 -- Labor market resilience has been a prime factor in the strength of the US economy in 2023 and an important input into the timing of Fed rate cuts in . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — December 2023
December 11, 2023 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment. . . .