The Fed Remains on Hold as Inflationary Pressures Decrease — Fixed Income Outlook in 5 Charts
June 20, 2023 — After a prolonged debt ceiling standoff in Washington came to an end, the FOMC delivered on its long-awaited policy rate “pause” at the June meeting. Inflation is moving decisively lower, while the historically strong labor market is showing signs of weakening. We expect the trajectory of growth and inflation to continue trending lower through the balance of the year as the market now faces the prospect of a liquidity withdrawal from heightened Treasuries issuance.
Fixed Income Perspectives — June 2023
June 20, 2023 -- In this presentation, Sage answers the 4 big questions . . .
Tactical Investment Strategy — May 2023
May 23, 2023 -- As we approach mid-year, we have recast our key outlook and strategy themes for the balance of 2023.
Drop in Demand for Credit Presents a Headwind for the Economy — Fixed Income Outlook in 5 Charts
May 15, 2023 -- While the banking crisis seems to be contained for the time being, markets are facing the reality of shrinking credit creation, which could present a . . .