First Quarter Scoreboard and Themes

April 1, 2024 — Strong economic data coupled with a Fed that has largely minimized its inflation fighting stance has resulted in a solid start to the year for risk assets.

  • DATE: April 1, 2024
  • TYPE: PDF
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Fixed Income

Fixed Income Volatility Reverting to Pre-Hike Levels

March 27, 2024 -- Strong economic data, particularly inflation readings that have been stickier than expected, resulted in a shift higher in the path of the expected . . .

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Fixed Income

The Great Escape (From Negative Rates)

March 25, 2024 -- Just as the Bank of Japan finally joined in on hiking policy rates, it’s found itself alone at the party. In last week's FOMC meeting, the Fed . . .

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Fixed Income

Fixed Income Perspectives — March 2024

March 25, 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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