Bond Trauma
April 14, 2025 — There are decades where nothing happens, and then there are weeks where decades happen. Last week, the tariff stress that shocked equity markets spread across fixed income and foreign exchange markets, threatening financial stability and resulting in a delay of reciprocal tariffs from the US as well as a shift in tone from both White House officials and Fed speakers.
Featured Insights
Fixed Income
Fixed Income Perspectives — April 2025
April 11, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Fixed Income
The Path Forward After the Tariff Shock
April 7, 2025 -- Last week President Trump announced tariffs on nearly all US trading partners, a move that far exceeded the most pessimistic expectations of market...
Fixed Income
Unpacking Uncertainty
March 31, 2025 -- In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington's economic policy, particularly tariffs...