| Caron's Corner • 23-janv.-2023 • 13:51 Min | |
The Arrival of Long and Variable Lags: How We’re Investing
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 17-janv.-2023 • 13:37 Min | |
"Risk-on" Is a Misunderstood Risk that Needs To Be Hedged
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 09-janv.-2023 • 11:56 Min | |
2023 Will Feel Worse on Main Street than Wall Street
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 19-déc.-2022 • 12:33 Min | |
Red Light, Green Light, Yellow Light: Risks and Fat-Tails in 2023.
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 14-déc.-2022 • 11:29 Min | |
Fed Recap: No Country for Old Doves, Just Hawks, No Chickens
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 12-déc.-2022 • 9:56 Min | |
The Important Differences Between Market Pricing and Fed Expectations
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 05-déc.-2022 • 9:52 Min | |
Bucking the 2023 Consensus Expectations. But When?
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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| Caron's Corner • 28-nov.-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.
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| Caron's Corner • 14-nov.-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.
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| Caron's Corner • 07-nov.-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.
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| Caron's Corner • 02-nov.-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.
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| Caron's Corner • 31-oct.-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.
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| Caron's Corner • 17-oct.-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.
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| Caron's Corner • 10-oct.-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.
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| Caron's Corner • 03-oct.-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.
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| Caron's Corner • 26-sept.-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.
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| Caron's Corner • 21-sept.-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.
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| Caron's Corner • 19-sept.-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.
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| Caron's Corner • 12-sept.-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.
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| Caron's Corner • 06-sept.-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.
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| Caron's Corner • 29-août-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.
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| Caron's Corner • 08-août-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.
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| Caron's Corner • 01-août-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.
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| Caron's Corner • 27-juil.-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.
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| Caron's Corner • 25-juil.-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.
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| Caron's Corner • 18-juil.-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.
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| Caron's Corner • 11-juil.-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.
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| Caron's Corner • 05-juil.-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.
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| Caron's Corner • 27-juin-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 • 21-juin-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 • 06-juin-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 • 31-mai-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 • 16-mai-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 • 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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| 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.
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Managing Director
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