| Caron's Corner • Jan 10, 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 • Dec 13, 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 • Dec 06, 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 • Nov 29, 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 • Nov 15, 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 • Nov 08, 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 • Nov 03, 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 • Nov 01, 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 • Oct 25, 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 • Oct 18, 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 • Oct 04, 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 • Sep 27, 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 • Sep 22, 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 • Sep 20, 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 • Sep 13, 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 • Sep 07, 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 • Aug 30, 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 • Aug 23, 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 • Aug 02, 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 • Jul 26, 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 • Jul 19, 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 • Jul 12, 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 • Jul 06, 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 • Jun 28, 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 • Jun 21, 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 • Jun 16, 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 • Jun 14, 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 • Jun 07, 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 • Jun 01, 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 • May 24, 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 • May 17, 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 • May 10, 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 • May 03, 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 • Apr 26, 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 • Apr 19, 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 • Apr 12, 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 • Mar 29, 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 • Mar 22, 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 • Mar 15, 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 • Mar 08, 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 • Mar 01, 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 • Feb 22, 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 • Feb 16, 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 • Feb 08, 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 • Feb 01, 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 • Jan 25, 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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Managing Director
Global Fixed Income Team
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