Bond Markets Rejoice as Inflation Moderates
November 20, 2023 — Last week produced a flurry of inflation data points, and the bottom line is that inflation is moderating but we’re not out of the woods yet. The Fed is going to want to see inflation get closer to the target rate of 2%, so expect rates to hold steady through the first half of 2024. This is good news for fixed income investors; more on that here and here. The following is a recap of inflation data and how the market has priced recent news.
Fixed Income Perspectives — November 2023
November 17, 2023 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment. . . .
Fixed Income Investment Strategy — November 2023
November 17, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .
Money Moves: What Policy Means for Markets
November 6, 2023 -- With the near-term risk of Treasury issuance receding, a Fed that is increasingly focused on an economic slowdown, and . . .