J.P.Morgan, Morgan Stanley see dip-buying chance as earnings hold up

J.P. Morgan and Morgan Stanley said the recent market weakness tied to Middle East tensions could create a long-term buying opportunity, citing resilient corporate earnings and improving valuations. The note suggests downside may be buffered by fundamentals rather than signaling a near-term catalyst. Impact is limited but could support sentiment in risk assets if geopolitical fears ease.

Analysis

J.P. Morgan and Morgan Stanley said the recent market weakness tied to Middle East tensions could create a long-term buying opportunity, citing resilient corporate earnings and improving valuations. The note suggests downside may be buffered by fundamentals rather than signaling a near-term catalyst. Impact is limited but could support sentiment in risk assets if geopolitical fears ease.