Sage Advisory
Commentary
Notes From the Desk: Red-Wave Recalibration: Navigating the Post-Election Market Shift
by Team of Sage Advisory,
With a "Red Sweep" in Washington likely, markets are now pricing in a more aggressive policy agenda.
Commentary
Notes From the Desk: The State of the US Consumer
by Team of Sage Advisory,
The cautiously optimistic American consumer braces for financial strain as inflation and debt delinquencies are expected to rise.
Commentary
Notes From the Desk: Inflation Expectations Rising But Shouldn't Derail Fed Cuts
by Team of Sage Advisory,
Economic data releases have surprised to the upside in recent weeks, but inflation does not remain a threat right now.
Commentary
Notes from the Desk: Yields Rise as Strong Labor Markets, "Goldilocks" Economy in Focus
by Team of Sage Advisory,
Long-term US Treasury yields rose last week as investors digested mixed economic data that reinforced the idea of a "Goldilocks" economy.
Commentary
Easing Into a Solid Economy
by Team of Sage Advisory,
Financial conditions are a collection of asset prices and interest rates that have the potential to affect the real economy.
Commentary
Is the Labor Market Weak Enough to Warrant a 50 Basis Point Fed Cut?
by Team of Sage Advisory,
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.
