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Jim Caron tells Bloomberg weak jobs data lower the odds of a September Fed hike, unless Wednesday's CPI comes in hot.
for right now, I think you can reduce the odds of a Fed rate hike in September
Jim Caron tells Bloomberg a 25bp Fed hike would be a bond-market event, not an equity-market event, and would not derail the nominal-growth-driven earnings lifting stocks.
If the Fed hikes rates 25 basis points in the midst of all this, is that gonna derail the higher nominal growth and higher earnings that equities are seeing? Not at all.
S&P 500 since this was said: ▼ -0.4% · 7,753 → 7,719 · as of 2026-09-04
Jim Caron tells Bloomberg US equities are in a sweet spot where high nominal growth keeps valuations elevated, absent inflation that is too high.
We're in a sweet spot for equities with higher nominal growth
S&P 500 since this was said: ▼ -0.4% · 7,753 → 7,719 · as of 2026-09-04
Jim Caron tells Bloomberg 60/40 is not his favored allocation because the passive fixed-income 40 has returned about zero for five years and no longer hedges equities; he favors active, tactical bonds.
60/40 is not my favorite allocation for many reasons. The dominant reason is the 40. It's not the 60.
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