Red-Wave Recalibration: Navigating the Post-Election Market Shift
November 11, 2024 — The results of last week’s elections have rippled through financial markets. With a “Red Sweep” in Washington likely, markets are now pricing in a more aggressive policy agenda in areas such as tax cuts, tariffs, and deregulation, which could drive domestic economic growth but also increase inflation and deficit concerns.
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Fixed Income
All Eyes on the Election
October 28, 2024 -- The elections are a little more than a week away, and the markets are intensely focused on the outcome. While the result of the presidency carries . . .
Fixed Income
Fixed Income Investment Strategy — October 2024
October 21, 2024 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.
Fixed Income
The State of the US Consumer
October 21, 2024 -- The latest Survey of Consumer Expectations (SCE) from the Federal Reserve Bank of New York, released on October 15th covering September, offers...