JPMorgan’s team led by Managing Director Nikolaos Panigirtzoglou is forecasting that Senate passage of the CLARITY Act by mid-2026 would end regulation by enforcement, establish clear rules for stablecoins, promote tokenization and unlock greater institutional inflows into the U.S. crypto market. Key battles remain over stablecoin yield provisions and trading permissions for government officials, but analysts view resolution as a major positive catalyst for the second half of 2026.

Analyst Mislav Matejka advises investors to use the volatility from recent Iran-related escalation as a buying opportunity, arguing that resilient activity momentum, easing services inflation and a deflationary AI impact underpin supportive fundamentals. The strategy includes overweight positions in international, emerging market and Eurozone equities, as oil price spikes are expected to fade and consumer wealth effects remain positive.