Weekly Commentary | June 1, 2025 | EIC Cuts Big, BHK Rights, GUG A Bond Fund

Jun 02, 2025

∙ Paid

Summary

Stocks and global markets ended the month strong, with S&P 500 up 5.4% and MSCI EAFE up 17% YTD, despite macroeconomic uncertainties.
CEF discounts have mostly recovered from tariff-driven widening; current levels suggest a hold-and-collect-income strategy rather than aggressive buying or selling.
PIMCO Access Income (PAXS) and PCM Fund offer attra…