Inflation Won't be as Stark a Headwind in 2026: Caron

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Jim Caron from Morgan Stanley Investment Management expects 2026 to be a stronger year, with 2025 serving as a 'soft patch', and predicts a strengthening labor market in the long run.

Market Impact

Market impact analysis based on bullish sentiment with 62% confidence.

Sentiment
Bullish
AI Confidence
62%

Article Context

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Jim Caron, Morgan Stanley Investment Management CIO for the Portfolio Solutions Group, says 2026 should be a stronger year, with 2025 serving as the expected “soft patch.” He tells Katie Greifeld and Scarlet Fu on “The Close” that the labor market will ultimately strengthen but may weaken first. (Source: Bloomberg)

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Original article published by Bloomberg on November 25, 2025.
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