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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Caron’s Corner  •  26-abr-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  •  19-abr-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  •  12-abr-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  •  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.

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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.

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Caron’s Corner  •  15-mar-2021  •  7:05 Min

La Reserva Federal: Esperando a "Go-Dot" 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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MARKET PULSE  •  08-mar-2021  •  7:24 Min

El pulso del mercado: Las yields de los bonos en realidad son bajas, no altas 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos.

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Caron’s Corner  •  01-mar-2021  •  8:53 Min

El pulso del mercado: La delgada línea entre una política expansiva y una política restrictiva 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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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.

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Caron’s Corner  •  04-ene-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
 

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