| 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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| Caron's Corner • 16-Jun-2021 • 8:41 Min | |
Key Takeaways From Today’s Fed Meeting
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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| Caron's Corner • 14-Jun-2021 • 11:16 Min | |
What if Inflation Is Not Transitory - and What Happens Next?
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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| Caron's Corner • 07-Jun-2021 • 11:54 Min | |
The Jobs "Wager"
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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| Caron's Corner • 01-Jun-2021 • 11:16 Min | |
Labor, Labor, Everywhere, Not a Person to Hire
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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| Caron's Corner • 24-May-2021 • 8:24 Min | |
It’s Better to Travel Than Arrive
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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| Caron's Corner • 17-May-2021 • 11:48 Min | |
Like Looking Through a Dirty Window: The Data Is Noisy and Unclear
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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| Caron's Corner • 10-May-2021 • 9:58 Min | |
There Is a Risk of Investor Complacency. Here’s How Bonds Can Help
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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Managing Director
Global Fixed Income Team
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