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 • 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Caron's Corner • Jan 19, 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 • Jan 11, 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 • Jan 04, 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