Never mind France — it's time to buy European stocks again, says JPMorgan

1. Home 2. Markets Published: Oct. 6, 2025 at 8:30a.m. ET Entering the home straight of 2025, JPMorgan strategists, led by Mislav Matejka, are upgrading eurozone stocks back to overweight again. They say the positioning and expectations overhang has been largely eradicated, they contend, valuations have improved and overly-exuberant flows unwound. Moreover, JPMorgan now calculates the region trades two standard deviations cheap and believes now is the time to turn bullish. European stocks, after a fast star ...