JP Morgan says US economic and corporate fundamentals remain intact but expects markets could stay choppy over the next 2–3 weeks. Broad indexes may avoid a clear pullback, yet greater volatility at the sector and stock level is likely. The bank recommends reducing net long US equity exposure and considering dollar-neutral or market-neutral strategies to limit market beta. Near term, watch two external variables: whether the US‑Iran situation moves toward a deal or continues to escalate and lift

JP Morgan says US economic and corporate fundamentals remain intact but expects markets could stay choppy over the next 2–3 weeks. Broad indexes may avoid a clear pullback, yet greater volatility at the sector and stock level is likely. The bank recommends reducing net long US equity exposure and considering dollar-neutral or market-neutral strategies to limit market beta. Near term, watch two external variables: whether the US‑Iran situation moves toward a deal or continues to escalate and lift oil prices, and whether the US‑Canada trade dispute intensifies. (JP Morgan report, Sept. 8)