Why JPMorgan says the international stock story still has legs

Market Intelligence Analysis

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Why This Matters

JPMorgan believes international and emerging stocks will continue to outperform due to favorable market conditions, including decent growth, low inflation, and a dovish Fed.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Decent growth, benign inflation, a dovish Fed and a weaker dollar all favor equities but international and emerging stocks look set to build on the outperformance of the last year

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Original article published by MarketWatch on February 23, 2026.
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