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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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jim.caron
Managing Director
Global Fixed Income Team
 

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