Caron’s Corner

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

Caron’s Corner

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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Jim Caron

Managing Director

Global Fixed Income Team