JPMorgan strategists predict broader global stock gains

11 articles · Updated · Bloomberg · May 5

A team led by Mislav Matejka says the rebound from Iran war lows has been so narrow that even slightly positive news could widen the rally.
They expect near-term volatility but advise investors with horizons beyond days or weeks to use equity dips to add exposure.
The view suggests recent market gains have been concentrated, leaving room for a broader advance if sentiment improves.

With the Strait of Hormuz blocked, which overlooked global markets are best positioned to lead the next bull run?

Is Wall Street's 'buy the dip' call a smart bet or a dangerous bull trap amid ongoing geopolitical tensions?

How will the $3 trillion AI boom reshape the 'great rotation' away from traditional mega-cap tech stocks?