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Weekly Commentary | December 22, 2024 | Tantrum 3.0?, Muni CEFs, Quality Vs Credit
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Weekly Commentary | December 22, 2024 | Tantrum 3.0?, Muni CEFs, Quality Vs Credit

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Yield Hunting
Dec 23, 2024
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Yield Hunting
Weekly Commentary | December 22, 2024 | Tantrum 3.0?, Muni CEFs, Quality Vs Credit
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Summary

  • The Federal Reserve's hawkish outlook for 2025, including higher Fed Funds rates and revised inflation and unemployment forecasts, led to significant equity market declines.

  • The volatility in equity markets caused discounts in CEFs to widen, presenting buying opportunities in muni CEFs and high-duration taxable bonds.

  • Consider adding high-quality, …

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