JPMorgan Turns Bullish on US Stocks as Potential US-Iran Deal Spurs Risk-On Bets

3 articles · Updated · Bloomberg · Jun 15

JPMorgan’s trading desk shifted to a bullish stance on US stocks, citing rising confidence that an interim US-Iran agreement could support equities.
Andrew Tyler, the bank’s head of global market intelligence, said a potential deal could trigger a broad risk-on move across stocks rather than a narrow sector rally.
JPMorgan tied that call to what it described as strong underlying fundamentals, arguing that easing Middle East tensions could amplify an already supportive backdrop for equities.

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