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Weekly Commentary | January 12, 2025 | Rate Fears Drive Down Risk Assets, JFR Rights, FSCO Bump

Weekly Commentary | January 12, 2025 | Rate Fears Drive Down Risk Assets, JFR Rights, FSCO Bump

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Yield Hunting
Jan 13, 2025
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Yield Hunting
Weekly Commentary | January 12, 2025 | Rate Fears Drive Down Risk Assets, JFR Rights, FSCO Bump
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Summary

  • Stocks declined due to rate concerns, with small caps in correction territory and fears of persistent inflation driven by tariffs.

  • Muni CEF discounts tightened despite rising rates, suggesting tax loss selling pressures have ceased; January typically benefits muni CEFs.

  • Recommended focusing on PIMCO, preferred CEFs, and taxable munis; highlighted P…

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