What podcasts say about Jim Caron

Every statement, with the speaker, the exact quote and the moment it was said.

What Jim Caron has said on podcasts

6 statements · 2 positive · 3 negative · 1 neutral

on Nominal GDP and bond yieldsNegativeSep 8, 2026· Bloomberg Surveillance
Higher nominal GDP raises bond yields, lowering bond prices and fixed-income performance.
“nominal GDP rates start to move higher That actually makes bond yields move higher as well. And as bond yields move higher, the price moves down and it hurts the performance of the fixed income markets.”
Listen at 3:37
Open the episode · Geopolitical Risks and Market Uncertainty
on Federal ReserveNegativeSep 8, 2026· Bloomberg Surveillance
The Federal Reserve will not hike rates at the upcoming meeting.
“my view is that they will not”
Listen at 4:55
Open the episode · Geopolitical Risks and Market Uncertainty
on Federal Reserve rate-hike cycleNeutralSep 8, 2026· Bloomberg Surveillance
A Fed hike could initiate a campaign of four to six further rate hikes.
“if they hike next week, does that start a campaign of four to six rate hikes going forward?”
Listen at 5:17
Open the episode · Geopolitical Risks and Market Uncertainty
on Federal Reserve 25-basis-point hikePositiveSep 8, 2026· Bloomberg Surveillance
A one-off 25-basis-point hike would be positive if signaled as fine-tuning.
“if they signal like, look, we've hiked 25 basis points and this is really just a fine tuning adjustment. This is not the start of a really big campaign. That's actually really positive.”
Listen at 6:38
Open the episode · Geopolitical Risks and Market Uncertainty
on Nominal GDP and corporate earningsPositiveSep 8, 2026· Bloomberg Surveillance
Nominal GDP drives corporate earnings.
“nominal GDP is what drives earnings”
Listen at 8:00
Open the episode · Geopolitical Risks and Market Uncertainty
on Bond yields and equity marketsNegativeSep 8, 2026· Bloomberg Surveillance
Bond yields may rise further before becoming restrictive enough to break equity markets.
“nominal GDP has risen a lot and bond yields have a lot of catching up to do still before the rise in yields becomes restrictive and it breaks the equity markets”
Listen at 8:41
Open the episode · Geopolitical Risks and Market Uncertainty

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.