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 normalizing, Q2 is poised for a rebound. But beneath the surface, policy uncertainty continues to cloud the outlook — keeping growth positive, but fragile.

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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...

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Fixed Income

Fixed Income Investment Strategy — June 2025

June 2, 2025 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.

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Fixed Income

MBS Opportunities Amid Quiet Housing Market

June 2, 2025 -- The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and existing home sales continue to underwhelm.

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