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The Next Recession: Over the Hills and Far Away, or Right Around the 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.

United arab emiratesHong kongFrance generalUnited kingdomCity ofNoord hollandFreddie macCalle serranoCabot squarePalazzo serbelloni corso veneziaLtd representative officeMorgan stanleyMorgan stanley investment management companyCentral bankMorgan stanley investment management limitedMonetary authority of singapore

Navigating through the Fog of War

Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine.

United arab emiratesUnited statesHong kongFrance generalUnited kingdomSan diegoSan franciscoNoord hollandNew yorkCity ofFreddie macCalle serranoLos angelesCabot squarePalazzo serbelloni corso veneziaLas vegas

How High Can Yields Go Before Something Breaks?

Jim Caron, Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

United arab emiratesHong kongFrance generalUnited kingdomCity ofNoord hollandFreddie macCalle serranoCabot squarePalazzo serbelloni corso veneziaLtd representative officeMorgan stanleyCentral bankMorgan stanley investment management limitedEaton vanceMonetary authority of singapore

Is Fed Tightening Negative for Markets? The Answer May Surprise You

Jim Caron, Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

United arab emiratesHong kongFrance generalUnited kingdomCity ofNoord hollandFreddie macCalle serranoCabot squarePalazzo serbelloni corso veneziaLtd representative officeMorgan stanleyCentral bankMorgan stanley investment management limitedEaton vanceMonetary authority of singapore

The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise

Jim Caron, Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

United arab emiratesHong kongFrance generalUnited kingdomCity ofNoord hollandFreddie macCalle serranoCabot squarePalazzo serbelloni corso veneziaLtd representative officeMorgan stanleyCentral bankMorgan stanley investment management limitedEaton vanceMonetary authority of singapore

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