JPMorgan Chase & Co. strategist Mislav Matejka is increasing his outlook for European equities after a sharp drop in markets linked to the Iran war. According to reporting carried by multiple outlets, Matejka previously argued that the decline would be temporary. The new update expands on that view, with Matejka lifting his target and positioning himself as the most bullish forecaster among those tracked by Bloomberg for Europe stocks.
Both sources describe the same backdrop: European stocks fall following heightened tensions tied to the Iran war, prompting reassessments of risk by investors. In response, Matejka maintains that the selloff does not signal a lasting downturn and that equity weakness is likely to ease. The articles characterize the latest revision as a “doubling down,” reflecting increased conviction rather than a shift in direction.
The coverage focuses on the strategist’s revised target and relative positioning among peers, without detailing broader market consensus, specific sector calls, or the size of the percentage forecast change.
