JPMORGAN: BUY THE DIP ON IRAN ESCALATION

*Walter Bloomberg
@DeItaone
JPMORGAN: BUY THE DIP ON IRAN ESCALATION

JPMorgan says rising Iran tensions are a buying opportunity, not a reason to exit stocks. Mislav Matejka advises using short-term weakness to add positions, as the conflict is likely temporary and any oil spike should fade. Fundamentals remain solid, inflation is expected to stay contained, and much of the tech/AI repricing is already done—limiting further downside. The bank continues to favor international, emerging market, and Eurozone equities.