Yield Hunting

Yield Hunting

Daily Note | October 11, 2024 | Wholesale Inflation, SRV Rights Offering

Yield Hunting's avatar
Yield Hunting
Oct 11, 2024
∙ Paid

Summary

  • Markets are slightly up after mixed inflation reports and strong earnings from JP Morgan and Wells Fargo.

  • UBS advises positioning for a lower-rate environment, recommending bond ladders, investment grade bonds, and equity income strategies.

  • Muni CEFs are attractive with significant year-to-date gains; expect further upside as rates decline.

  • Continue…

User's avatar

Continue reading this post for free, courtesy of Yield Hunting.

Or purchase a paid subscription.
© 2026 Yield Hunting · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture