Yield Hunting

Yield Hunting

Weekly Commentary | September 21, 2025 | Muni Merger Mania, JEQ To JOF, PIMCOs Rocking

Yield Hunting's avatar
Yield Hunting
Sep 22, 2025
∙ Paid
Share

Summary

  • The S&P and Nasdaq reached new highs, with strong YTD gains driven by continued stock market momentum and supportive macro conditions.

  • The Fed cut rates by 25 bps, signaling potential further cuts due to labor market risks and persistent inflation, impacting bond yields and market sentiment.

  • Fitch downgraded France's credit rating, and US investmen…

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture