Consumer Strength Anchors Bank Earnings
October 20, 2025 — US banks delivered robust earnings this quarter, driven by continued expansion in net interest income and strong fee revenues. Although isolated events — such as fraud cases and the First Brands bankruptcy — introduced some market volatility, their impact was limited. Overall, consumer resilience and the soundness of the banking sector remained intact.
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Fixed Income
Hiring Hits a Wall: Private Labor Data Flags Economic Softness
October 13, 2025 -- In a world that clings to every labor data release for clues about potential shifts in monetary policy, the absence of...
Fixed Income
Fixed Income Investment Strategy — October 2025
October 10, 2025 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.
Fixed Income
Corporate Bond Supply: A Non-Issue for Spreads?
October 6, 2025 -- Following the tariff disruptions in April, improving financial conditions have supported asset markets and spurred corporate interest in public debt...