Fed Focus Shifts to Growth Picture — Fixed Income Outlook in 5 Charts

January 12, 2024 — Declining inflation through the second half of 2023 has given the Fed the green light to pivot to the other side of their dual mandate: economic growth.

  • DATE: January 12, 2024
  • TYPE: PDF
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Fixed Income

Fixed Income Perspectives — January 2024

January 11, 2024 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.

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Fixed Income

The Market Environment for Short-Term Investors

January 11, 2024 -- A significant amount of assets -- $6 trillion -- are currently parked in money market funds. With the Fed expected to cut rates in 2024 . . .

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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

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