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Caron's Corner  •  03-Okt-2022  •  6:30 Min

The R.I.P. Cycle, Part 2: Credit Risk 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  26-Sep-2022  •  10:20 Min

The Vicious Cycle of Rates and Currencies - Where Does it End? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  21-Sep-2022  •  10:18 Min

The Fed Tries to Get Ahead of the Market 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  19-Sep-2022  •  15:51 Min

The Strategy for Fixed Income as Yields Rise 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  12-Sep-2022  •  14:48 Min

Rates Are Rising and Inflation Is Peaking. Is it Time to Buy Bonds? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  06-Sep-2022  •  13:12 Min

Is the Market Pricing Something Different than the Fed Is Saying? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  29-Aug-2022  •  14:51 Min

R.I.P. Cycle: Recession, Inflation and Policy Risks Are at Odds with Each Other 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  08-Aug-2022  •  11:29 Min

Are Conflicting Data Points Foreshadowing or Forestalling a Downturn? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  01-Aug-2022  •  16:00 Min

Recession? Yes. Red Means Run, Numbers Add Up to Nothing 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  27-Jul-2022  •  9:41 Min

The Fed Remains Unapologetically Hawkish - but the Market Jumps? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  25-Jul-2022  •  8:35 Min

The Fed Has Some Explaining To Do: What This Week’s Meeting May Tell Us 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  18-Jul-2022  •  9:33 Min

Nominal vs Real: Why Bond Yields Aren’t Rising Despite High Inflation 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  11-Jul-2022  •  14:13 Min

Yield Curve 101: What it’s Telling us about Recession and Inflation Risk 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  05-Jul-2022  •  13:18 Min

The Fed’s Triple “D” Economy: Demand Destruction by Design 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  27-Jun-2022  •  10:13 Min

Is the Market Pricing a Recession For the Next 12 Months? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  21-Jun-2022  •  9:46 Min

The Fed’s 2 - 2.5% Inflation Target May Be a Floor, not a Ceiling 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  06-Jun-2022  •  14:11 Min

The Fed Is Failing to Control Wage Inflation and QT Is Nothing to Fear – What Happens Next? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  31-Mai-2022  •  12:10 Min

The Turning Point - or a Bear Market Rally? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  16-Mai-2022  •  9:28 Min

The Supply Shock Is Turning into a Demand Problem – The Case for Adding Longer Maturity Bonds 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  09-Mai-2022  •  08:32 Min

The Fed Makes Stocks and Bonds Suffer. Are Jobs Next? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  02-Mai-2022  •  11:00 Min

When Good Data Is Bad News: Is the Fed Willing to Break the Market? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  25-Apr-2022  •  9:59 Min

Central Banks Gang Up to End Inflation, but Risk Hard Landing… or Worse 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  18-Apr-2022  •  11:50 Min

Does the Rise in Bond Yields Stop Here - or Just Pause? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  04-Apr-2022  •  10:22 Min

The Next Recession: Over the Hills and Far Away, or Right Around the Corner? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  28-Mär-2022  •  11:05 Min

How High Can Yields Go Before Something Breaks? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  21-Mär-2022  •  9:59 Min

Is Fed Tightening Negative for Markets? The Answer May Surprise You. 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  16-Mär-2022  •  5:30 Min

The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  14-Mär-2022  •  12:27 Min

Reading the Yield Curve To “Shape” Expectations 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  07-Mär-2022  •  10:02 Min

Why the Fed will Raise Rates Despite Market Volatility 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  28-Feb-2022  •  14:11 Min

Will Market Risks Become Systemic? The Critical Importance of Liquidity and Funding Metrics 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  14-Feb-2022  •  11:06 Min

Emerging Market Local Bonds: A Source of Value and Portfolio Diversification 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  07-Feb-2022  •  13:45 Min

Three Gears for the Fed: Tight, Easy or Neutral… But Can it Find Neutral? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  31-Jan-2022  •  15:03 Min

FAQs on the Pace and Path of Fed Rate Hikes  

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  26-Jan-2022  •  9:11 Min

Fed Meeting: A Clear Lack of Clarity 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  24-Jan-2022  •  13:41 Min

Shift F9: A Fed Policy Reset 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  10-Jan-2022  •  12:51 Min

Why the Fed’s Balance Sheet May Matter More than Rate Hikes 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  13-Dez-2021  •  10:34 Min

Yield Trap? Why U.S. Bond Yields May Struggle to Rise 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  06-Dez-2021  •  13:29 Min

Can You Handle the Truth? What the Yield Curve Is Telling Us. 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  29-Nov-2021  •  11:50 Min

Once More Unto the Breach. . .but Looking for Opportunities Amid Volatility 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  15-Nov-2021  •  12:47 Min

2022: A Year Ahead Without a Consensus  

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  08-Nov-2021  •  12:45 Min

Market Disconnect? Bond Yields Face-Off Against Inflation Risks 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  03-Nov-2021  •  10:35 Min

FOMC Recap: Policy Optionality Matters - No Rush to Hike Rates  

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  01-Nov-2021  •  12:50 Min

Trouble with the (Yield) Curve? No. Financial Conditions Still Easy 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  25-Okt-2021  •  17:00 Min

A Bearish View on the U.S. Dollar and its Impact on the Market 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  18-Okt-2021  •  12:33 Min

Take it or Leave it: Global Central Banks Are Split on How to Handle Inflation 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  04-Okt-2021  •  13:38 Min

Stagflation? No! But Watch the Dollar. 

Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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jim.caron
Managing Director
Global Fixed Income Team Multi-Sector Fixed Income Team
 

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