Growth Concerns Shift Stock and Bond Correlation
March 4, 2025 — In recent weeks, markets have faced significant changes due to evolving economic data and the Trump Administration’s policies. After the November election, high fiscal deficits from tax cuts and tariffs raised concerns about inflation, pushing yields and term premiums higher.
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Fixed Income
Fixed Income Perspectives — March 2025
March 3, 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
Why Would the Fed Pause QT?
February 24, 2025 -- The most notable item in the minutes of the January FOMC meeting released last week was the committee’s discussion on...
Fixed Income
The Power of Trade: Why the U.S. Uses Tariffs as a Negotiation Tool
February 10, 2025 -- As trade wars and tariffs dominate the early days of President Trump’s second term, a closer look at the broader landscape reveals why the United States...