Inflation Expectations Rising But Shouldn’t Derail Fed Cuts

October 14, 2024 — After a string of negative surprises throughout the summer, economic data releases have surprised to the upside in recent weeks, illuminating the resiliency of the US economic expansion.

  • DATE: October 14, 2024
  • TYPE: PDF
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Fixed Income

Yields Rise as Strong Labor Markets, “Goldilocks” Economy in Focus

October 7, 2024 -- Long-term US Treasury yields rose last week as investors digested mixed economic data that reinforced the idea of a "Goldilocks" economy...

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Fixed Income

Fixed Income Perspectives — October 2024

October 4, 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 China Factor

September 30, 2024 -- After the FOMC opened the door to a more aggressive easing path, policymakers in China followed suit with their own "bazooka" style stimulus ahead of...

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