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Weekly Commentary | December 3, 2023 | CEF Discounts Take A Breather

Weekly Commentary | December 3, 2023 | CEF Discounts Take A Breather

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Yield Hunting
Dec 04, 2023
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Weekly Commentary | December 3, 2023 | CEF Discounts Take A Breather
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Summary

  • In November, the S&P 500 rose over 9% and the Bloomberg US aggregate bond index rose over 4.5%.

  • The PCE index rose 0.2% m/m and +3.5% y/y, down from September's figures.

  • Continuing jobless claims hit a 2-year high at 1.93m, indicating potential softness in the labor market.

  • FS Credit Opps (FSCO).  The shares rallied bigly on Friday, perhaps in antic…

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