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Our Insights
Financial Market Liquidity After Tax Day
April 16, 2024 — The abundance of financial market liquidity has served as a tailwind for markets over the past six months, buoying equity and. . . .
The Sage ESG Top 5 — April 11, 2024
April 11, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
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. . . .
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. . . .
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 Sage ESG Top 5 — March 27, 2024
March 27, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
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