Retailer’s Guide: Economic Takeaways from Retailer Earnings
August 27, 2025 — Tariffs are emerging as a key challenge, pressuring margins and prompting supply chain shifts, especially for retailers with heavy exposure to China. As costs rise and inventory strategies evolve, the sector faces a critical test heading into the holiday season, where agility and scale will be essential for maintaining profitability.
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Fixed Income
Jackson Hole Marks Powell’s Readiness to Ease
August 25, 2025 -- Fed Chair Jerome Powell’s speech at Jackson Hole last week marked a clear pivot from prior Fed communications, striking a more dovish tone than markets had...
Fixed Income
Fixed Income Investment Strategy — August 2025
August 27, 2025 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.
Fixed Income
Lower Rates, Steeper Curves: What It Means for Fixed Income Strategy
August 21, 2025 -- The fixed income landscape is setting up for a potentially rewarding environment in the second half — but timing and positioning will be key.