Weekly Commentary | January 19, 2025 | JFR Rights, PIMCO!, Safer Bond Menu

Jan 20, 2025

∙ Paid

Summary

Equities surged due to cooler inflation in the US and UK, and improved US-China relations, with rates dropping as a result.
CEF discounts firmed up, with notable performance from PIMCO Dynamic Income Strategy driven by Venture Global IPO news.
Muni CEFs are now among the cheapest, suggesting potential for a rebound; preferred stock ETFs remain core…