Sage Advisory

Commentary

Is the Labor Market Weak Enough to Warrant a 50 Basis Point Fed Cut?
by Team of Sage Advisory, 9/13/24

Last week, the labor data showed a weakening labor market, but didn't give clear signals for the Fed to cut rates by 50 bp at the next FOMC.
Commentary

Notes from the Desk: The Evolution of the Corporate Bond Market
by Team of Sage Advisory, 8/9/24

Over the past 20 years, the corporate bond market has experienced an evolution driven by cycles, regulatory shifts, and changing demand.
Commentary

Notes From the Desk: Market Focus Shifts to Fears of an Economic Contraction
by Team of Sage Advisory, 8/8/24

Until recently, the prevailing market narrative since October was that the Fed was in a "pivot" to eventual rate cuts.
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