All Eyes on Inflation this Week
May 13, 2024 — The Bureau of Labor Statistics will release April CPI data on Wednesday. Consensus calls for an increase of 0.3% in core CPI and 0.4% in headline inflation for the month, corresponding to 3.4% and 3.6% growth year-over-year, respectively. While inflation has been stubbornly high this year and well above expectations, recent broad economic data has surprised to the downside.
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Fixed Income
Fixed Income Perspectives — May 2024
May 8, 2024 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Municipal Fixed Income Perspectives — May 2024
May 8, 2024 -- This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Once Destined for the Muni Graveyard, Historically Challenged Issuers Come Back to Life
May 7, 2024 -- The following three issuers, all of which are Sage holdings, have undergone significant fundamental turnarounds.