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Weekly Commentary | October 6, 2024 | Time To Swap Out Of Taxables?
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Weekly Commentary | October 6, 2024 | Time To Swap Out Of Taxables?

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Yield Hunting
Oct 06, 2024
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Weekly Commentary | October 6, 2024 | Time To Swap Out Of Taxables?
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Summary

  • The jobs report showed 254K new jobs in September, far exceeding forecasts, leading to a rise in interest rates and cautious market sentiment.

  • Taxable bond CEFs reached an average premium, driven by PIMCO funds, but downside risks are higher, suggesting minimal upside from further discount tightening.

  • MLP segment saw significant gains due to geopol…

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