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☆ 'Reality is sinking in': Why this selloff is the start of a correction — and 3 moves to protect against losses, according to a market-calling CIO at $1.5 trillion Morgan Stanley Investment Management
  + stars: | 2024-04-17 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Read previewUS stocks may have already peaked, warns a Morgan Stanley investment chief with a penchant for making successful market predictions. Jim Caron, who oversees Morgan Stanley Investment Management's portfolio solutions group, may want to consider buying a lottery ticket. And considering how much could go wrong in markets, stocks may take a while before rebounding to record highs. Quality stocks in those less-loved sectors should stand out once markets bottom, he said. "The best cure for high yields is high yields because as yields go higher, it becomes like a high-quality hedge to a downturn in the market," Caron said.
Persons: —, Morgan Stanley, Jim Caron, Caron, shouldn't, Morgan Stanley's, We're, they'll, We've Organizations: Service, Morgan Stanley Investment, Business, Federal Reserve
☆ Where do Treasury yields go from here? Morgan Stanley's Jim Caron weighs in
  + stars: | 2024-02-22 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Treasury yields shot up last year, and investors flocked to allocating to cash which have yielded around 5% or even more. Morgan Stanley Investment Management's Jim Caron believes the 10-year Treasury yield is very likely to hover between 5% and 5.5%. Caron, who is chief investment officer at its Portfolio Solutions Group, explained that historically, 10-year Treasury yields are "usually a good match" for nominal gross domestic product. How rising yields affect stocks But are rising yields bad for stocks, as commonly thought? "If yields are rising because the economy is running hot, and data and labor markets are stronger, the rising yields need not negatively affect stocks."
Persons: Morgan Stanley, Jim Caron, Caron, CNBC's Organizations: Treasury, U.S . Federal, Morgan, Morgan Stanley Investment, Solutions Locations: U.S
☆ CNBC Daily Open: Wariness over rate cuts lingers
  + stars: | 2024-02-22 | by ( Sumathi Bala | ) www.cnbc.com   time to read: +2 min
Traders react as Federal Reserve Chair Jerome Powell is seen delivering remarks on a screen, on the floor of the New York Stock Exchange (NYSE) in New York City, March 22, 2023. This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Stocks mixed bagWall Street ended Wednesday mixed as investors digested the U.S. Federal Reserve's minutes from the January meeting. Fed's cautionMinutes from the Federal Reserve's last meeting showed central bank officials expressed caution about lowering interest rates too quickly.
Persons: Jerome Powell, Takeshi Ebisawa, Morgan Stanley, Jim Caron Organizations: New York Stock Exchange, CNBC, Dow Jones, Nasdaq, Nvidia, Federal, U.S . Drug, Administration, Morgan Stanley Investment Locations: New York City, . Federal, New York, Japanese, Thailand
☆ CNBC Daily Open: Worries over rate cuts persist
  + stars: | 2024-02-22 | by ( Sumathi Bala | ) www.cnbc.com   time to read: +2 min
Traders work on the floor of the New York Stock Exchange during morning trading on July 06, 2023 in New York City. This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Nikkei hits record highJapan's Nikkei hit a record high Thursday, while other markets in the region also advanced. AI and chip stocks rallyArtificial intelligence and semiconductor chip stocks rallied after Nvidia's quarterly earnings topped estimates.
Persons: Morgan Stanley, Jim Caron Organizations: New York Stock Exchange, CNBC, Nikkei, Wall, Dow, Nasdaq, Nvidia, Taiwan Semiconductor Manufacturing, Federal, International Air Transport Association, Morgan Stanley Investment Locations: New York City, . Federal, China, Asia
☆ Fed cuts come down to the labor market, says Morgan Stanley’s Jim Caron
  + stars: | 2024-01-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed cuts come down to the labor market, says Morgan Stanley’s Jim CaronDavid Kelly, JPMorgan Asset Management chief global strategist, Kristen Bitterly, Citi Global Wealth Management head of North America investments, and Jim Caron, head of Macro Strategies for Global Fixed Income at Morgan Stanley, join 'Power Lunch' to discuss the Fed decision to keep rates unchanged.
Persons: Morgan Stanley’s Jim Caron David Kelly, Kristen, Jim Caron, Morgan Stanley Organizations: Fed, JPMorgan Asset Management, Citi Global Wealth Management Locations: North America
☆ Watch CNBC’s Fed panel react to the Federal Reserve’s interest rate decision
  + stars: | 2024-01-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s Fed panel react to the Federal Reserve’s interest rate decisionJPMorgan’s David Kelly, Citi’s Kristen Bitterly and Morgan Stanley’s Jim Caron, join 'Power Lunch' to discuss the Fed decision to keep rates unchanged.
Persons: David Kelly, Citi’s Kristen, Morgan Stanley’s Jim Caron Organizations: Watch
☆ There's still a 50% chance of a December rate hike, says Morgan Stanley's Jim Caron
  + stars: | 2023-11-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's still a 50% chance of a December rate hike, says Morgan Stanley's Jim CaronJPMorgan's David Kelly, Citi's Kristen Bitterly, Morgan Stanley's Jim Caron, and Paul McCulley, former PIMCO chief economist, join 'Power Lunch' to discuss the Fed decision and more.
Persons: Morgan Stanley's Jim Caron JPMorgan's David Kelly, Citi's Kristen, Morgan Stanley's Jim Caron, Paul McCulley
☆ Morgan Stanley's Jim Caron: The narrative in the market is starting to incorporate a soft landing
  + stars: | 2023-08-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Jim Caron: The narrative in the market is starting to incorporate a soft landingMorgan Stanley's Jim Caron joins 'Closing Bell' to discuss what's driving a rise in treasury yields, reducing the risk of a hard landing, and yield curve inversion correcting.
Persons: Morgan, Jim Caron
☆ JPMorgan's David Kelly expects the Fed to change its forward guidance
  + stars: | 2023-05-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan's David Kelly expects the Fed to change its forward guidanceCiti's Kristen Bitterly, JPMorgan's David Kelly and Morgan Stanley's Jim Caron, join 'The Exchange' to discuss the Fed ahead of the imminent decision.
☆ The Fed wants to 'keep the door open' to more rate hikes, says Morgan Stanley's Jim Caron
  + stars: | 2023-05-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed wants to 'keep the door open' to more rate hikes, says Morgan Stanley's Jim CaronJim Caron, Morgan Stanley Investment Management, joins 'Power Lunch' to react to the Fed's 25 basis point rate hike.
☆ CNBC Pro Talks: Dividends or growth stocks? Fund manager Ian Mortimer has strategies for both
  + stars: | 2023-03-21 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
Fund manager Ian Mortimer will explain how he selects high-yielding companies and identifies growth stocks while avoiding the hype. He joined Guinness Global Investors in 2006 and manages the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Join CNBC Pro Talks on Wednesday, March 22 at 6:30 a.m. GMT / 2:30 p.m. SGT / 2:30 a.m. He joined Guinness Global Investors in 2006 and manages the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Join CNBC Pro Talks on Wednesday, March 22 at 6:30 a.m. GMT / 2:30 p.m. SGT / 2:30 a.m.
☆ CNBC Daily Open: Credit Suisse brings the banking crisis to Europe
  + stars: | 2023-03-16 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The banking turmoil in the U.S. — which appeared to be contained just yesterday — spread to Europe on Wednesday in the form of Credit Suisse. Tightening financial conditions and a slowdown in the economy are exactly what the Federal Reserve is hoping to engineer through its interest rate hikes. Subscribe here to get this report sent directly to your inbox each morning before markets open.
☆ CNBC Daily Open: Credit Suisse spreads the banking crisis to Europe
  + stars: | 2023-03-16 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The banking turmoil in the U.S. — which appeared to be contained just yesterday — spread to Europe on Wednesday in the form of Credit Suisse. Tightening financial conditions and a slowdown in the economy are exactly what the Federal Reserve is hoping to engineer through its interest rate hikes. Subscribe here to get this report sent directly to your inbox each morning before markets open.
☆ Is the traditional 60/40 portfolio dead? Morgan Stanley's Jim Caron has a theory about that
  + stars: | 2023-03-02 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
2022 was the worst year the "60/40 portfolio" had since 1926 . But Morgan Stanley 's Jim Caron is unconvinced by the rally, calling the 60/40 strategy "a thing of the past." "But that was when interest rates were falling from 1980 to 2021. The logic of holding a 60/40 portfolio for the long term appears "broken," he wrote in a Feb. 13 note. The shift from a 2% [average fed funds rate] world to a 5% world means structurally higher inflation and interest rates," he said.
☆ Dow falls more than 300 points after Fed raises rates, sees 'ongoing' hikes
  + stars: | 2023-02-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDow falls more than 300 points after Fed raises rates, sees 'ongoing' hikesDavid Kelly of JPMorgan asset management, Jim Caron of Morgan Stanley Investment Management, and Cameron Dawson of NewEdge Wealth join 'The Exchange' to discuss the latest Fed rate decision.
☆ Fed expected to slow rate hiking to a quarter point but will stay unrelenting in inflation battle
  + stars: | 2023-01-31 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +4 min
"He's going to do that by still saying the Fed's going to stay tight for a while. The Fed's rate hike Wednesday would be the eighth since last March. That is just a half percentage point away from the Fed's estimated end point, or terminal rate range of 5% to 5.25%. In the futures market, fed funds futures continued to price a terminal rate of less than 5%. "I think he's going to be hawkish relative to market pricing," said Jim Caron, head of macro strategies for global fixed income at Morgan Stanley Investment Management.
☆ GDP report could show solid fourth-quarter growth but still signal a recession is coming, economists say
  + stars: | 2023-01-25 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +5 min
Economic growth is expected to have slowed slightly in the fourth quarter but was still solid, driven by a strong consumer. According to Dow Jones, economists expect that U.S. gross domestic product grew by 2.8% in the fourth quarter, down from the 3.2% pace in the third quarter. While economists see a strong fourth quarter, they are divided on where the economy goes from here and a key is the consumer. The slowdown in residential investment has taken a full percentage point off of growth in the fourth quarter, he said. Some market strategists see a strong fourth quarter as another sign the economy could avoid falling into recession, and a better-than-expected report could reinforce that view.
☆ The bond market turned in its worst performance ever this year
  + stars: | 2022-12-26 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +4 min
The bond market turned in its worst performance ever this year, a unique time when it provided little shelter from the storm in financial markets. Bonds have provided solace in the past, acting as ballast, cushioning portfolios from the worst stock market losses. With global central banks all on the same trajectory, the bond market was under extreme pressure. Rick Rieder, BlackRock's chief investment officer of global fixed income, said yields could still go higher but the bond market has gotten to a place where investors can find a good return . "I could buy general quality fixed income at 5.5% to 6% and sit in it," Rieder said.
☆ There's at least one big name investor who won't be fighting the Fed next year.
  + stars: | 2022-12-23 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
As if this year didn't bring us enough bad news in the market, there's a steady chance 2023 brings more of the same. But Saint Nick's absence isn't the elephant in the room for markets — it's the Fed. Billionaire hedge fund manager David Tepper said he's "leaning short" on the stock market as the calendar changes. In a bid to squash decades-high inflation, this year the Fed has embarked on a historic interest rate-hiking campaign. "What the forwards in the Fed Funds futures are telling us is that it's increasing the probability that there's going to be a recession at some point," Caron said in a Bloomberg interview.
☆ Dow falls as Fed raises rates and signals more hikes next year
  + stars: | 2022-12-13 | by ( Sarah Min Carmen Reinicke | Sarah Min | Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
The Dow fell as much as 404 points. The Fed delivered a widely-anticipated 50 basis point rate hike at the conclusion of its December policy meeting. It's a smaller bump from the prior four consecutive rate hikes of 75 basis points. Fed officials also forecast raising rates through next year, not lowering rates until 2024. Treasury yields initially popped after the Fed rate hike, with the 2-year Treasury yield rising about 2 basis points to 4.253% as the central bank indicated further increases ahead.
☆ Bond investors expect smaller Fed rate hike but brace for inflation shocks
  + stars: | 2022-12-12 | by ( Davide Barbuscia | ) www.reuters.com   time to read: +4 min
The less aggressive stance - which followed better-than-expected consumer price data in October - fueled a bond rally over the past month. Fresh data on inflation will come with the release of the November Consumer Price Index on Tuesday, one day before the Fed's policy decision will be announced. Fed funds futures traders on Friday were pricing in a 93% probability of a 50 basis points rate hike this month, which would bring the Fed's policy rate to a 4.25%-4.5% range. As of September, Fed's policymakers saw the fed funds rate ending 2023 at 4.6%. Therefore, I have to believe that 10-year Treasury yields are probably too low," he said.
☆ 'Sweet spot' is 3-year bonds, says Morgan Stanley's Jim Caron
  + stars: | 2022-11-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Sweet spot' is 3-year bonds, says Morgan Stanley's Jim CaronJim Caron, Morgan Stanley Investment Management, joins 'Closing Bell' to discuss fixed income and the weaker than expected inflation read.
☆ Watch CNBC’s full interview with Morgan Stanley's Jim Caron
  + stars: | 2022-11-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Morgan Stanley's Jim CaronJim Caron, Morgan Stanley Investment Management, joins 'Closing Bell' to discuss fixed income and the weaker than expected inflation read.
☆ Live updates: Follow along as the Federal Reserve announces its market-moving rate decision
  + stars: | 2022-11-02 | by ( Fred Imbert | ) www.cnbc.com   time to read: +1 min
The Federal Reserve is expected to announce that it is raising its fed funds target rate range by three-quarters of a point. A basis point equals 0.01 of a percentage point. If the Fed decides to signal smaller hikes are coming, Fed Chairman Jerome Powell could be the messenger when he briefs the media at 2:30 p.m. The hike would be the fourth 75 basis point hike in a row. A basis point equals 0.01 of a percentage point.
☆ Fed rate hikes could go even further than expected as Powell commits to stomp out inflation
  + stars: | 2022-11-02 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +4 min
The Fed raised its target fed funds rate Wednesday by 75 basis points, or three-quarters of a point, and said it would take into account the lagging impact of higher rates on the economy. In the futures market, traders bet the terminal rate for fed funds would reach 5.09% by May from just over 5% before the meeting. The terminal rate is the level at which the Fed is expected to stop raising interest rates. With Wednesday's hike, the fed funds target rate range is now 3.75% to 4%. Caron said the market is now projecting a rate above the Fed's median target for the terminal rate.
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