Diego Madero

[*Walter Bloomberg @DeItaone]

*WARSH: NOT IN THE FORWARD GUIDANCE BUSINESS

[*Walter Bloomberg @DeItaone]

JPMORGAN: BUY THE DIP ON IRAN ESCALATION

JPMorgan says rising Iran tensions are a buying opportunity, not a reason to exit stocks. Mislav Matejka advises using short-term weakness to add positions, as the conflict is likely temporary and any oil spike should fade. Fundamentals remain solid, inflation is expected to stay contained, and much of the tech/AI repricing is already done—limiting further downside. The bank continues to favor international, emerging market, and Eurozone equities.

[*Walter Bloomberg @DeItaone]

MARKETS PRICE IN A SHORT U.S. SHUTDOWN

Prediction markets now peg a government shutdown at roughly 4.8 days, up from earlier forecasts. Kalshi’s chart shows a steady rise, signaling traders expect a brief disruption rather than a prolonged standoff.

Historically, shutdowns are short-lived due to political pressure, economic impacts, and public backlash. Markets see limited risk—but the upward trend reflects growing congressional uncertainty.

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