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Bruce Kasman — Sonic AI
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Bruce Kasman
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Bruce Kasman
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J.P. Morgan predicts that job growth, which has nearly stalled across major economies, will rebound and align with solid economic growth through 2026.
Expert perspective
Bruce Kasman
Apr 2
J.P. Morgan forecasts little to no additional monetary easing from most major central banks in 2026, with the exception of high-yielding emerging market central banks.
Expert perspective
Bruce Kasman
Apr 2
In 2025, the global economy was characterized by a divergence between strong capital expenditures, particularly in technology, and a sharp slowing in job growth.
Expert perspective
Bruce Kasman
Apr 2
J.P. Morgan expects that persistent sticky inflation will prevent most central banks from validating market expectations for significant interest rate declines in 2026.
Expert perspective
Bruce Kasman
Apr 2
Weak labor supply, driven by material shifts in immigration policies across most advanced economies, is contributing to sticky inflation.
Expert perspective
Bruce Kasman
Apr 2
J.P. Morgan predicts that inflation in Western Europe will fall to its target level in 2026, while inflation in the United States will remain sticky at close to 3%.
Expert perspective
Bruce Kasman
Apr 2
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