JPMorgan strategists recommend buying equity dips amid earnings rally

JPMorgan’s equity strategy team has a simple message for investors watching market wobbles: keep buying. Strategists led by Mislav Matejka issued a note recommending that investors treat equity dips as entry points, arguing that strong corporate earnings momentum and improving macroeconomic indicators make the case for staying long. The call comes even as rising global bond yields and persistent inflation concerns have kept plenty of market participants on edge. The earnings case for buying dips At the core of JPMorgan’s argument is profit growth. The team points to improving profit revisions as the engine that should keep equities attractive, even during short-term selloffs. The logic is straightforward: when earnings estimates move higher, they effectively compress price-to-earnings ratios during pullbacks, making stocks look cheaper precisely when sentiment turns sour. This isn’t a one-off call from the JPMorgan team. The “buy the dip” recommendation has been a recurring theme from the bank throughout 2026, consistently tied to the resilience of corporate earnings rather than to any single catalyst or geopolitical event. Where other analysts have urged caution in the face of mac...