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Weekly Commentary | August 31, 2024 | Disinflation Roars On, TSI/RLTY/MUA Rich, PIMCO

Weekly Commentary | August 31, 2024 | Disinflation Roars On, TSI/RLTY/MUA Rich, PIMCO

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Yield Hunting
Sep 02, 2024
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Weekly Commentary | August 31, 2024 | Disinflation Roars On, TSI/RLTY/MUA Rich, PIMCO
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Summary

  • The S&P 500 recovered from a 10% correction, finishing August just below its all-time high, driven by positive GDP and PCE inflation data.

  • Tightening discounts in the CEF market, particularly in taxable and muni CEFs, suggest a strategic focus on selective allocations, with PIMCO funds being favorable.

  • Inflation continues to decline, aligning with …

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