JPMorgan’s equity strategists, led by Mislav Matejka, are recommending that investors treat market dips as buying opportunities rather than warning signs. The team bases this outlook on strong corporate earnings momentum and improving macroeconomic indicators, with manufacturing data in both the US and the euro area near four-year highs. Despite rising global bond yields and persistent inflation concerns, the strategists argue that earnings growth is running hot enough to outpace the valuation headwind from higher rates. This buy-the-dip recommendation has been a recurring theme from the bank throughout 2026. The upcoming earnings season will serve as the critical test for this bullish thesis.
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