By the end of March, as the S&P 500 flirted with correction territory, markets appeared to carve out a bottom. What followed has been an aggressive V-shaped recovery, with losses fully retraced in just 11 trading days. Since that low, the S&P has rallied roughly 10%, now sitting just below all-time highs and the elusive 7,000 level. Can we maintain this?

Markets rallied as investors responded to shifting headlines around a U.S.–Iran cease-fire, easing near-term geopolitical risk.

In ISM’s March survey, released this week, Services and Manufacturing remained in expansion territory for a third consecutive month.

Markets rebounded as U.S. economic resilience offset ongoing Iran tensions.

Since the U.S. attack on Iran began on February 28, 2026, equity markets have experienced a broad-based selloff.

Stocks fell as yields rose amid ongoing volatility.

Financial markets remain divided on the Federal Reserve’s next move following recent economic and geopolitical developments.

Equities sold off again while yields climbed, pushing bonds negative for the year.

The market moved to a more defensive posture and yields declined as rate cut expectations rose.

Investors rotated into more defensive, value sectors and drove up the price of gold.