Sage Advice 2Q25 Market Review + Outlook
July 8, 2025 — The second quarter brought a year’s worth of macro events and announcements in three months. The dominant trend was the trade/tariff related selloff and the subsequent rebound. Recession, inflation, and dollar fears all eased off worst-case expectations as the quarter progressed and were replaced by building optimism toward policy support.
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Fixed Income
One Big Beautiful Bill
July 8, 2025 -- On July 3rd, Congress approved the sweeping One Big Beautiful Bill Act, which was signed into law on Independence Day, meeting the deadline for the bill set...
Fixed Income
Wire to Wire in the First Half of 2025
July 1, 2025 -- Standing at the midpoint of 2025, it’s clear that global markets have been anything but ordinary. From DOGE-driven political movements pushing for...
Fixed Income
Trump, Powell, and the Great Rate Debate
June 26, 2025 -- There's a new twist developing between President Donald Trump and Federal Reserve Chair Jerome Powell. What began as a difference in economic philosophy has...