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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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Inflation is slowing, making rate cuts likely in H2 2025, which could benefit the PIMCO Dynamic Income Fund. PDI offers a 14% yield, about 1.45 PP above its 3-year average, suggesting potential undervaluation. The main risk is if the Federal Reserve delays rate cuts or if inflation unexpectedly rises due to unresolved trade conflicts.