Markets Enter Correction as Volatility Spikes, Investors Seek Clarity

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DoTrading
03-14

The S&P 500 officially entered correction territory, falling 10.1% from its Feb. 19 high after today’s 1.4% decline. This marks the fastest correction since early 2020.

🔻 $S&P 500(.SPX)$ : -1.4% (Now down 10.1% from recent high) 🔻 $NASDAQ(.IXIC)$ : -1.2% 🔻 Dow Jones: -1.1%

$Tesla Motors(TSLA)$ $Apple(AAPL)$ $KraneShares CSI China Internet ETF(KWEB)$ $Vanguard Mega Cap Growth ETF(MGK)$

1️⃣ Volatility Signals Market Stress

🔹 The CBOE VIX Index remains elevated, reflecting continued uncertainty 🔹 1% daily moves (up or down) are increasing, a sign of heightened volatility 🔹 Market stress typically forces policymakers to act, but until then, expect turbulence. The market is sending warning signals, but no policy relief is in sight yet.

$VIX

2️⃣ What History Says About Corrections

Corrections happen about once per year and last 3-4 months on average. The average correction loss is ~13% and is usually recovered within 4 months. Looking at the last 15 corrections, the S&P 500 was higher 13 times a year later, with an average gain of 15.3%.

3️⃣ Labor Market & Consumer Spending Holding Up

US Initial Jobless Claims: 220,000 (better than 225,000 expected) . Gasoline demand up 1.5% YoY, suggesting discretionary spending isn’t collapsing and Retail investors showing risk aversion—Google searches for stocks & bonds are surging…

Despite market fears, consumer activity remains resilient, at least for now.

4️⃣ Tariffs & Trade Uncertainty Weigh on Sentiment

nbc news

Market strategist Ed Yardeni: 🔹 Lowered S&P 500 year-end target from 7,000 to 6,400. Cites tariffs & trade tensions as key risks to valuations and Still expects an 8% gain for 2025, but less bullish than before

5️⃣ What’s Next?

CNBCMarket needs clarity on trade policy & Fed rate cuts before sentiment improves 🔹 Volatility likely to remain high until policy shifts or economic outlook stabilizes

Short-term risks are rising, but history favors long-term investors. Until trade and policy uncertainty clear up, expect continued volatility and cautious sentiment in the market.

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions. 
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • PTOL
    03-17
    PTOL
    Great insights! Thanks for sharing! [Wow]
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