Sage Advice 2Q25 Market Review + Outlook
July 8, 2025 — The second quarter packed a year’s worth of macroeconomic developments into just three months, with the standout theme being a tariff-driven selloff followed by a swift rebound. As the quarter progressed, fears around a recession, inflation, and the US dollar eased and were replaced with building optimism for 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...