High Rates, Tight Supply: Housing’s 2025 Balancing Act
January 13, 2025 — The US housing market faces a delicate balancing act in 2025, influenced by lingering effects of the pandemic and persistently high mortgage rates. The current landscape reveals a market of contrasts: regions experiencing booming inventory due to post-pandemic migration, while others contend with persistent shortages, all amid price growth that continues to challenge affordability.
Featured Insights
Fixed Income
The Starting Line for the US Yield Curve
January 6, 2025 -- Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium. The market...
Tactical ETF
Asset Allocation Perspectives 2025 Outlook
January 10, 2025 -- 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
The Most Wonderful Sector of the Year . . . for Munis
December 19, 2024 -- Prepaid gas bonds are issued by municipal agencies to secure a long-term supply of natural gas or other form of energy for one or more municipalities.