Caron’s Corner

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

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 • 09-mai-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 • 02-mai-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 • 25-avr.-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 • 18-avr.-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 • 04-avr.-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 • 28-mars-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 • 21-mars-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 • 16-mars-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 • 14-mars-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 • 07-mars-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 • 28-févr.-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 • 14-févr.-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 • 07-févr.-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 • 31-janv.-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 • 26-janv.-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 • 24-janv.-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 • 10-janv.-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 • 13-déc.-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 • 06-déc.-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.

Caron's Corner • 29-nov.-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.

Caron's Corner • 15-nov.-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.

Caron's Corner • 08-nov.-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.

Caron's Corner • 03-nov.-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.

Caron's Corner • 01-nov.-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.

Caron's Corner • 25-oct.-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 • 18-oct.-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 • 04-oct.-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 • 27-sept.-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 • 22-sept.-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 • 20-sept.-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 • 13-sept.-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 • 07-sept.-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 • 30-août-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 • 23-août-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 • 02-août-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 • 26-juil.-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 • 19-juil.-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 • 12-juil.-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 • 06-juil.-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 • 28-juin-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 • 21-juin-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 • 16-juin-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 • 14-juin-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 • 07-juin-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 • 01-juin-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 • 24-mai-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 • 17-mai-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 • 10-mai-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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Jim Caron

Managing Director

Global Fixed Income Team