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Markets Shrug Off Fed Drama and Focus on Macro Tailwinds
July 21, 2025 — Recent rhetoric from the White House has drawn attention to Federal Reserve Chair Jerome Powell, particularly regarding scrutiny of the central. . . .
Big Banks Just Delivered a Message — Are You Listening?
July 18, 2025 — Second quarter earnings from the big six US banks surprised to the upside, revealing a resilient core: strong trading results, stable. . . .
Fixed Income Investment Strategy — July 2025
July 17, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Markets have weathered a year’s. . . .
Municipal Fixed Income Investment Strategy, July 2025
July 16, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning. Key Takeaways Economic and Policy Landscape: Despite. . . .
Asset Liability Monitor 2Q25
July 16, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .