JPMorgan

Geopolitics Markets

Dimon Warns Markets Complacent on Iran Escalation as Oil Hits $79, VIX Stays Muted

JPMorgan CEO cautions investors underpricing geopolitical tail risk after weekend strikes spark only limited volatility despite effective closure of critical energy chokepoint.

8 min read ·
Energy Markets

JPMorgan Maps $120 Oil Scenario as Strait of Hormuz Traffic Freezes

The bank maintains a $60 base case for 2026 but warns military escalation and chokepoint closures could double prices, with spare capacity concentrated in conflict zones.

7 min read ·