Fixed Income Perspectives — April 2024

April 11, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.

  • DATE: April 11, 2024
  • TYPE: PDF
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Featured Insights

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Fixed Income

Labor Underpins Economic Expansion Despite Concentration

April 8, 2024 -- The headline payroll growth for March exceeded all estimates, with nonfarm payrolls growing by 303k on the month, above a strong 270k in February...

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Fixed Income

First Quarter Scoreboard and Themes

April 1, 2024 -- Strong economic data coupled with a Fed that has largely minimized its inflation fighting stance has resulted in a solid start to the year for risk assets.

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Fixed Income

Fixed Income Volatility Reverting to Pre-Hike Levels

March 27, 2024 -- Strong economic data, particularly inflation readings that have been stickier than expected, resulted in a shift higher in the path of the expected . . .

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