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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-May-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-May-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-May-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-May-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-Mar-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-Mar-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-Mar-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-Mar-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-Mar-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-Dec-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-Dec-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-Oct-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-Oct-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-Oct-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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Caron's Corner  •  27-Sep-2021  •  9:16 Min

Why U.S. Bond Yields Are Rising – and How High They May Go 

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  •  22-Sep-2021  •  11:14 Min

FOMC Recap: Hawkish Dot-plot, but Dovish Presser  

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  •  20-Sep-2021  •  8:25 Min

Ambiguity, not Volatility, Is the Primary Market Risk Currently – How Will the Fed React? 

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  •  13-Sep-2021  •  09:20 Min

The Payfors of Taxes, Debt and Inflation May Create a Noisy September 

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  •  07-Sep-2021  •  11:01 Min

The Four Corners of Risk – And Why Yields Can 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  •  30-Aug-2021  •  8:10 Min

Still on Easy Street – But What Are the 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  •  23-Aug-2021

The Impact of a Shift From Reflation to Recovery 

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  •  02-Aug-2021  •  11:45 Min

Money Never Sleeps. . .but Bond Yields Do 

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  •  26-Jul-2021  •  8:51 Min

Why Bond Yields Are Low – Technicals vs. Fundamentals 

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  •  19-Jul-2021  •  9:49 Min

Pricing the Trough After the Peak - but the Level Matters 

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  •  12-Jul-2021  •  10:32 Min

Reflation and Reverse Repos: Following the Money 

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-Jul-2021  •  7:07 Min

Bond Yields Are Falling Despite Stronger Data: What’s Going On? 

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  •  28-Jun-2021  •  14:12 Min

Infrastructure a-Go-go: What it Means for Markets 

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  •  21-Jun-2021  •  11:18 Min

Is This the Start of Something Bigger? A Look at Asset Pricing 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies 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
 

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