Caron’s Corner

Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

Caron’s Corner

Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • Nov 28, 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.

Caron's Corner • Nov 14, 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.

Caron's Corner • Nov 07, 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.

Caron's Corner • Nov 02, 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.

Caron's Corner • Oct 31, 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.

Caron's Corner • Oct 17, 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.

Caron's Corner • Oct 10, 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.

Caron's Corner • Oct 03, 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.

Caron's Corner • Sep 26, 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.

Caron's Corner • Sep 21, 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.

Caron's Corner • Sep 19, 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.

Caron's Corner • Sep 12, 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.

Caron's Corner • Sep 06, 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.

Caron's Corner • Aug 29, 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.

Caron's Corner • Aug 08, 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.

Caron's Corner • Aug 01, 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.

Caron's Corner • Jul 27, 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.

Caron's Corner • Jul 25, 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.

Caron's Corner • Jul 18, 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.

Caron's Corner • Jul 11, 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.

Caron's Corner • Jul 05, 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.

Caron's Corner • Jun 27, 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.

Caron's Corner • Jun 21, 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.

Caron's Corner • Jun 06, 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.

Caron's Corner • May 31, 2022 • 12:10 Min
The Turning Point - or a Bear Market Rally? 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.

Caron's Corner • May 16, 2022 • 9:28 Min
The Supply Shock Is Turning into a Demand Problem – The Case for Adding Longer Maturity Bonds 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.

Caron's Corner • May 09, 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.

Caron's Corner • May 02, 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.

Caron's Corner • Apr 25, 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.

Caron's Corner • Apr 18, 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.

Caron's Corner • Apr 04, 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.

Caron's Corner • Mar 28, 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.

Caron's Corner • Mar 21, 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.

Caron's Corner • Mar 16, 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.

Caron's Corner • Mar 14, 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.

Caron's Corner • Mar 07, 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.

Caron's Corner • Feb 28, 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.

Caron's Corner • Feb 14, 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.

Caron's Corner • Feb 07, 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.

Caron's Corner • Jan 31, 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.

Caron's Corner • Jan 26, 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.

Caron's Corner • Jan 24, 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.

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.

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.

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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Jim Caron

Senior Advisor

Fixed Income Team