Weekly Commentary | Sept 27, 2025 | BRW Rights, ENX/EVM Liquidation, PIMCOs On Fire
Summary
Economic data remains strong, reducing expectations for imminent Fed rate cuts and creating headwinds for duration-sensitive assets like munis.
PIMCO funds PTY and PCN are performing well, with premiums rising toward fair value and NAVs matching or exceeding S&P 500 returns.
FS Credit Opps (FSCO) experienced heavy institutional selling, driving its…
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