The Fed Is Likely Done Hiking: What’s Next — Fixed Income Outlook in 5 Charts
August 10, 2023 — Economic readings continue to point to a “soft landing” through the next few months, characterized by low and falling inflation and a resilient labor market. Consequently, the Fed raised interest rates for what is probably the last time during the current cycle.
Fixed Income Perspectives — August 2023
August 10, 2023 -- In this presentation, Sage answers the 4 big questions and illustrates our . . .
Municipal Fixed Income
Muni Market – Halftime Adjustments for 2023
August 1, 2023 -- It has been a good time to be invested in municipal bonds, and it may just get better. The first half of 2023 provided a strong technical environment . . .
Fed Cycles & Fixed Income Returns
August 1, 2023 -- Regardless of precise Fed timing, some combination of yield carry and price returns driven by future easing expectations will . . .