| 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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| Caron’s Corner • 03-May-2021 • 8:30 Min | |
Strong Data Brings Inflation Risks – Should We Be Worried?
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 • 26-Apr-2021 • 7:56 Min | |
The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening may be Premature
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 • 19-Apr-2021 • 9:16 Min | |
Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes 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 • 12-Apr-2021 • 10:53 Min | |
Inflation Rising Sharply but Is it Anchored or De-anchored?
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 • 29-Mar-2021 • 6:21 Min | |
After the U.S. in Q1, Where Is the Next Big Growth Surprise?
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 • 22-Mar-2021 | |
Have We Reached ‘‘Peak Surprise” for 2021?
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 • 15-Mar-2021 • 7:05 Min | |
The Fed: Waiting For (the) Go-Dot
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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| Market Pulse • 08-Mar-2021 • 7:24 Min | |
Bond Yields Are Actually Low, Not High
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-Mar-2021 • 8:53 Min | |
There’s a Thin Line Between Easy and Tight Policy
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 • 22-Feb-2021 • 10:22 Min | |
Clearing Initial Hurdles on the Track to Recovery
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-Feb-2021 • 8:04 Min | |
Rising Yields v Sustainable Growth: What Tips the Scales?
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 • 08-Feb-2021 • 9:04 Min | |
Some Like it Hotter: The Inflation Debate Between Janet Yellen and Larry Summers
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-Feb-2021 • 7:11 Min | |
Despite Some Volatility, We Are Sticking With Our Reflation Thesis
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 • 25-Jan-2021 | |
The Market Expects a Q2 Boom; The Virus Might Think Otherwise
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 • 19-Jan-2021 • 7:06 Min | |
The Biden Stimulus Package Takes Center Stage
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 • 11-Jan-2021 • 7:35 Min | |
How High Can Yields Rise Before it Spells Trouble?
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 • 04-Jan-2021 • 7:25 Min | |
Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look
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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