{"id":65345,"date":"2026-04-13T14:53:23","date_gmt":"2026-04-13T14:53:23","guid":{"rendered":"https:\/\/www.europesays.com\/iran\/65345\/"},"modified":"2026-04-13T14:53:23","modified_gmt":"2026-04-13T14:53:23","slug":"jpmorgan-trading-desk-is-bullish-despite-failed-iran-talks","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/iran\/65345\/","title":{"rendered":"JPMorgan trading desk is bullish despite failed Iran talks"},"content":{"rendered":"<p>Stocks are still set up to do well near term despite U.S.-Iran talks failing over the weekend, according to JPMorgan traders. The desk reiterated its tactically bullish stance on markets, noting that, &#8220;as talks resume we think it most likely that the 2-week ceasefire is extended or that an agreement is made before the deadline.&#8221; &#8220;The major driver of the view are steps to normalize the [Strait of Hormuz] supply chain crunch. Combine that with (i) a macro picture that remains resilient based on the strength of household and corporate balance sheets with potential tailwinds from [One Big Beautiful Bill Act] and labor productivity; (ii) a strong earnings outlook; and, (iii) a tariff regime that continues to see net effective tariffs trending lower,&#8221; traders added. In other words, Monday&#8217;s early declines may be a buying opportunity. Futures tied to the Dow Jones Industrial Average shed around 400 points, or 0.9%. S &amp; P 500 and Nasdaq-100 futures lost 0.5% each. Still, JPMorgan&#8217;s trading desk acknowledges there are risks to its market stance, including: Conflict resolution fails and the war escalates &#8220;Weaker-than-expected earnings and \/ or lack of guidance from MegaCap \/ Large-cap companies;&#8221; A spike in bond yields due to expectations of higher inflation. Crude prices spiked Monday after the U.S. announced it would place a blockade on Iran&#8217;s ports following the peace talks breaking down. West Texas Intermediate jumped 7% to trade back above $100 per barrel . What to buy The trading desk likes small caps along with tech and cyclical stocks. Traders added that, following client conversations, many think the &#8220;Magnificent Seven&#8221; \u2014 the group encompassing Meta Platforms , Amazon , Apple , Microsoft , Nvidia , Alphabet and Tesla \u2014 may be &#8220;too cheap.&#8221; The entire group, with the exception Tesla, trades between 20 and 29 times forward earnings, FactSet data shows. The Elon Musk -led electric car maker has a multiple of 163.<\/p>\n","protected":false},"excerpt":{"rendered":"Stocks are still set up to do well near term despite U.S.-Iran talks failing over the weekend, according&hellip;\n","protected":false},"author":2,"featured_media":65346,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[19515,1056,167,2720,135,575,1454,698,34,4554,1054,577,579,576,570,9085,699],"class_list":{"0":"post-65345","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-iran","8":"tag-lco26m","9":"tag-alphabet-class-a","10":"tag-amazon-com-inc","11":"tag-apple-inc","12":"tag-business-news","13":"tag-dow-jones-fut-sep25","14":"tag-elon-musk","15":"tag-investment-strategy","16":"tag-iran","17":"tag-meta-platforms-inc","18":"tag-microsoft-corp","19":"tag-nasdaq-100-fut-sep25","20":"tag-nvidia-corp","21":"tag-sp-500-fut-sep25","22":"tag-stock-markets","23":"tag-tesla-inc","24":"tag-wti-crude-sep25"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@iran\/116397972234677226","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/65345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/comments?post=65345"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/65345\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media\/65346"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media?parent=65345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/categories?post=65345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/tags?post=65345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}