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Weekly Commentary | July 23, 2023

Weekly Commentary | July 23, 2023

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Yield Hunting
Jul 24, 2023
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Yield Hunting
Yield Hunting
Weekly Commentary | July 23, 2023
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Summary

  • Current Buy list.

  • Muni CEFs vs individual munis.

Macro Picture

Most markets were up modestly on the week as the narrative remains unchanged mid-summer.  The tight labor market is being combined with disinflation with the soft landing scenario taking center stage.  Value may be turning the tide vs. growth.

The Dow Jones Industrial Average recorded its…

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