Yield Hunting Newsletter June 2024 | The Active Approach To Fixed Income Pays Off Handsomely
Summary
The narrative continues to be in flux, especially after the PCE report came out last week suggesting a resumption of the disinflationary trend.
Rates moved noticeably higher in the month of May applying pressure on bonds. However equities had one of their best months of the last two years.
The author suggests a combination of individual bonds, clo…
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