Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
Daily Note | February 1, 2024 | Some Opportunities In Term CEFs

Daily Note | February 1, 2024 | Some Opportunities In Term CEFs

Yield Hunting's avatar
Yield Hunting
Feb 01, 2024
∙ Paid
1

Share this post

Yield Hunting
Yield Hunting
Daily Note | February 1, 2024 | Some Opportunities In Term CEFs
Share

Chair Powell threw a bucket of cold water on the March rate cut probabilities which fell to about 30% this morning (even that seems a bit high). That is down from more than 75% in early January. May and June pricing are closer to 100% chance of a cut. Additionally, 6 cuts of 25 bps remain priced into the treasury market. I'll take the under.

Despite that…

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share