From Labor Softness to Liquidity Stress — Fixed Income Outlook in 5 Charts
November 12, 2025 — The fixed income landscape is being shaped by a complex mix of macroeconomic trends, policy shifts, and sector-specific dynamics. Labor market softness and moderating inflation signal a slower growth environment, while the Federal Reserve’s evolving stance on rates and liquidity underscores its commitment to stability. At the same time, structural changes in credit markets and mortgage-backed securities present both challenges and opportunities for investors. These five charts highlight the key forces driving fixed income performance and provide a roadmap for navigating the months ahead.
Featured Insights
Fixed Income
Survey of Consumer Expectations Points to Continued Labor Softness
November 11, 2025 -- Last Friday, the Fed published its October Survey of Consumer Expectations (SCE). With official economic data delayed by the US government shutdown...
Fixed Income
Fixed Income Perspectives — November 2025
November 11, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Municipal Fixed Income Perspectives — November 2025
November 10, 2025 -- This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in the current environment.