Unemployment In Context
August 11, 2025 — Given July’s recent payrolls miss and outsized negative revisions, the unemployment rate ticked up to 4.2% from 4.1% — stirring anxiety about whether the labor market is beginning to buckle after a period of extraordinary resilience.
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Fixed Income
Fixed Income Perspectives — August 2025
August 7, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Fixed Income
Revision Fatigue
August 4, 2025 -- Markets are showing signs of revision fatigue — and for good reason. The July payroll report not only missed expectations . . .
Fixed Income
Cracks in the Consensus: Testing the Fed’s Unity
July 28, 2025 -- The Federal Reserve has long projected an image of unity and stability — but that perception may soon be tested. As political pressures mount and leadership...