Steady Growth, Shifting Yields — Fixed Income Outlook in 5 Charts
October 2, 2025 — Despite a brief import-driven dip in Q1, the US economy continues to expand at a moderate pace, supported by resilient consumer. . . .
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Fixed Income Perspectives — October 2025
October 2, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Stuck in the Middle
September 29, 2025 — The August PCE inflation report confirmed that price pressures remain stuck in a holding pattern. Headline PCE rose 0.26% month-over-month and. . . .
Tariff Risk Is Manageable for US Pharma
September 26, 2025 — New drug tariffs are here — but thanks to $325B in US manufacturing investments, domestic pharma is well-positioned to weather the. . . .
Keepin’ It Weird — and Smart! Sage Steps into the World of Insurance Linked Securities
September 26, 2025 — “Keep Austin Weird!” That is the mantra for the support of independent businesses, creativity, and the unique and eclectic culture of. . . .
Muni Sector Outlook: Mass Transit’s Fragile Funding Model
September 23, 2025 — Mass transit systems continue to face financial strain despite modest ridership recovery post-pandemic. While passenger fares make up a small portion. . . .
Rate Relief and Mortgage Spread Compression
September 22, 2025 — In this week’s Notes from the Desk, we examine how the Fed’s latest rate cut is reinforcing the strength of the. . . .
Rate Cut Marks Start of Fed’s Shift Toward Neutrality
September 17, 2025 — The Federal Reserve cut its benchmark interest rate by a quarter percentage point at the September FOMC meeting, lowering the federal. . . .