| Caron's Corner • 30-May-2023 • 10:02 Min | |
Debt Ceiling Theatre vs. Drama: What to Watch for Next in Markets
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 22-May-2023 • 8:08 Min | |
The Markets Have Been Disappointing to the Upside, Presenting a Unique Set of Risks
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 08-May-2023 • 8:16 Min | |
Wages, Inflation, Stability, Policy: Something’s Got to Give
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 03-May-2023 • 6:00 Min | |
Fed Recap: A Hawkish Pause, but No Mea Culpa - Inflation Still the Primary Risk
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 01-May-2023 • 3:25 Min | |
The Fed Did it “Their Way”
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 24-Apr-2023 • 7:23 Min | |
An Economy: Shaken, Not Stirred
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 17-Apr-2023 • 8:27 Min | |
What the Yield Curve and the Dollar Are Telling Us
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 10-Apr-2023 • 8:12 Min | |
Brace for Impact! Soft Landing to Collide with Hard Data
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 03-Apr-2023 • 7:52 Min | |
A Recession Needs to Come Soon - It’s Expensive To Be Short
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 27-Mar-2023 • 07:02 Min | |
Old Risks Create New Challenges
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 22-Mar-2023 • 12:09 Min | |
Fed Recap: The Fed Separates Monetary Policy from Financial Stability
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 20-Mar-2023 • 7:06 Min | |
An Inconvenient Trinity: Financial Stability, Policy and Politics
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 13-Mar-2023 • 7:37 Min | |
Another Fine Mess: A Date with Lending Facilities and a Policy Mistake
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 06-Mar-2023 • 7:06 Min | |
Finding a New Risk Balance When 60/40 is No Longer Optimal
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.
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| Caron's Corner • 27-Feb-2023 • 11:53 Min | |
Is All News Really Bad News? What May Happen Next in Markets
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 13-Feb-2023 • 09:49 Min | |
From Too Tight to Too Easy. What’s Next for Asset Prices?
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 06-Feb-2023 • 14:07 Min | |
The Soft-Landing Super Bowl: Here’s Our Playbook
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 01-Feb-2023 • 8:08 Min | |
Fed Recap: The Song Remains the Same, but the End Is Near
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 30-Jan-2023 • 13:13 Min | |
This Week’s Fed Meeting: What Words will Move Markets?
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 23-Jan-2023 • 13:51 Min | |
The Arrival of Long and Variable Lags: How We’re Investing
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 17-Jan-2023 • 13:37 Min | |
"Risk-on" Is a Misunderstood Risk that Needs To Be Hedged
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 09-Jan-2023 • 11:56 Min | |
2023 Will Feel Worse on Main Street than Wall Street
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 19-Dec-2022 • 12:33 Min | |
Red Light, Green Light, Yellow Light: Risks and Fat-Tails in 2023.
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 14-Dec-2022 • 11:29 Min | |
Fed Recap: No Country for Old Doves, Just Hawks, No Chickens
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 12-Dec-2022 • 9:56 Min | |
The Important Differences Between Market Pricing and Fed Expectations
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 05-Dec-2022 • 9:52 Min | |
Bucking the 2023 Consensus Expectations. But When?
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 28-Nov-2022 • 9:13 Min | |
Assets Are Rallying, but Is the Market Getting It Wrong?
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 14-Nov-2022 • 16:24 Min | |
A Bear Market Rally or the Start of Something Bigger?
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 07-Nov-2022 • 13:29 Min | |
Three Burning Questions Light the Recession Fuse
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 02-Nov-2022 • 12:26 Min | |
FOMC Recap: A Dovish Tease - but an Overarching Hawkish Reality
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 31-Oct-2022 • 13:26 Min | |
2023: A Year of Long and Variable Lags
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 17-Oct-2022 • 11:12 Min | |
Are We There Yet? No! But Not All the News Is Bad
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 • 10-Oct-2022 • 11:27 Min | |
R.I.P. Cycle, Part 3: Markets, Meet Your (Policy) Maker
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 • 03-Oct-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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Managing Director
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