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 — not too hot to require the Fed to pause/hike rates, not too cold to signal an imminent recession.
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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.
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...
Fixed Income
Easing into a Solid Economy
September 23, 2024 -- A highly anticipated rate cut materialized last week, with the Fed delivering an outsized 50 basis point cut. Based on the slate of data...