Why the Fed is Set to Slow its QT Program

January 22, 2024 — Regardless of the level of inflation and economic growth, the FOMC may have to act to prevent a liquidity drain from constricting markets in the coming months. Why this is good for fixed income.

  • DATE: January 22, 2024
  • TYPE: PDF
    •
generic image

Featured Insights

View more insights >

generic image
Fixed Income

Fixed Income Investment Strategy — January 2024

January 17, 2024 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.

Learn more >

generic image
Fixed Income

As Tailwinds Fade, Excess Return Lies in Security Selection

January 17, 2024 -- Right now, the spread on corporate bonds stands at 97 basis points, which places it in the 36% percentile of spreads going back 1990 . . .

Learn more >

generic image
Fixed Income

Fed Focus Shifts to Growth Picture — Fixed Income Outlook in 5 Charts

January 12, 2024 -- Declining inflation through the second half of 2023 has given the Fed the green light to pivot to the other side of their dual mandate: economic growth.

Learn more >