Natasha Kaneva
ON THE RECORD · 4 verbatim quotes · every quote source-verified
“We simply don't know how to model the endgame.”
Natasha Kaneva · said 2026-09-18 · reported 2026-09-18
Kaneva said in a note that the bank does not know how to model the conflict's endgame.
“The exit strategy is less clear, not more.”
Natasha Kaneva · said 2026-09-18 · reported 2026-09-18
Six months into the conflict, all of the economic breaking points JPMorgan assumed would force a deal have been crossed.
“For the first time since the start of the Iran conflict, we don't have a baseline view,”
Natasha Kaneva · said 2026-09-18 · reported 2026-09-18
JPMorgan's commodities team said it has no working baseline view on oil for the first time since the Iran conflict began.
“In short, there is still enough dry powder to keep prices contained — for now,”
Natasha Kaneva · said date not stated · reported 2026-09-18
Kaneva noted that significant reserves remain available in several countries, which could limit near-term price rises.