Refreshing the Fed’s Policy Framework
May 19, 2025 — Federal Reserve Chair Jerome Powell delivered the opening remarks at last week’s Thomas Laubach Research Conference, focusing on the Federal Open Market Committee’s (FOMC) review of its Monetary Policy Framework. The Fed is committed to conducting a public review every five years to ensure the framework remains responsive to changing economic conditions. The last assessment was in 2020, during the Covid-19 pandemic, and the review that is taking place now is expected to result in updates that could shift how the Fed responds to economic and financial developments.
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Fixed Income
Inflation Expectations Hold Firm Amid Tariff Noise
May 13, 2025 -- Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable. This rate, which...
Fixed Income
The Two-Faced Economy: Strong Data Amid Shaky Sentiment
May 6, 2025 -- The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone...
Fixed Income
Fixed Income Perspectives — May 2025
May 5, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.