Energy is the New Inflation Wildcard
June 16, 2025 — Inflation may be cooling, but oil is heating things up. While recent data shows core prices easing, rising energy costs — fueled by Middle East tensions — pose a fresh threat. As crude climbs and the Fed eyes rate cuts, markets brace for a summer where disinflation and geopolitical risk go head-to-head.
Featured Insights
Fixed Income
Fixed Income Perspectives — June 2025
June 9, 2025 -- 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
Q2 GDP Set to Soar—Thanks to This Trade Twist
June 9, 2025 -- A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with trade flows reversing and inventories...
Fixed Income
A Reality Check on GSE Privatization
June 4, 2025 -- Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie Mae...