Updated
Updated · The Rafu Shimpo · May 23
S&P 500 Rebounds From 10% March Drop to New Highs as U.S.-Iran War Rattles Markets
Updated
Updated · The Rafu Shimpo · May 23

S&P 500 Rebounds From 10% March Drop to New Highs as U.S.-Iran War Rattles Markets

2 articles · Updated · The Rafu Shimpo · May 23

Summary

  • A roughly 10% March slide in the S&P 500 was fully erased by April, with the index climbing to fresh highs despite the ongoing U.S.-Iran war.
  • The selloff followed the U.S. entry into the conflict and fading hopes for a quick resolution, which sharply darkened investor sentiment during March.
  • The rebound underscored how fast recoveries can follow steep declines, raising the risk that investors who sold into the drop missed some of the market’s strongest days.
  • The report argues the episode was a reminder to rebalance portfolios and keep bonds or other diversifiers in place, since 10% corrections typically occur every one to two years.
  • Looking through the end of 2026, it warns volatility may persist as war-driven gas prices, leadership change at the Fed, election risk and renewed tariff fights all cloud the outlook.

Insights

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