SVET Markets Weekly Update – March 23–29, 2026

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SVET Markets Weekly Update (March 23–29, 2026)

On Week 13, all markets were in red including crypto.

On Monday, Stocks rallied as President Trump announced a five-day suspension of strikes on Iranian energy infrastructure, shifting toward diplomacy and easing Middle East tensions. The S&P 500 rose 1%, the Nasdaq gained 1%, and the Dow climbed 1%, sparking a broad risk-on mood. Oil prices dropped sharply, boosting airlines like United (up 5%) and easing costs for industrials. Tech leaders Nvidia and Apple advanced 2% each, while cyclicals such as Caterpillar (3%) and Morgan Stanley (2%) also gained. Iranian media denied direct talks, but markets welcomed the move to stabilize trade routes. Crypto joined the rally: Ether surged 5%, Bitcoin rose 4%, and Ripple climbed 3%.

On Tuesday, Stocks pulled back amid renewed Middle East uncertainty and a resurgent energy rally. The S&P 500 fell less than 1%, the Nasdaq dropped 1%, and the Dow was roughly flat. Iranian state media denied President Trump’s claims of productive talks to end the four-week conflict, pushing Brent crude above $104 per barrel and lifting the energy sector 2% — the only S&P 500 group still positive for March. High-growth AI names faced pressure, with Oracle sliding 5% despite bullish analyst targets. Retail investors turned net sellers for the first time since 2023. Jefferies rose 3% on takeover speculation from Sumitomo. In crypto, movements were modest, led by Ripple which fell 2%.

On Wednesday, Stocks rebounded after reports emerged of a 15-point US peace proposal delivered to Tehran, raising hopes for a diplomatic resolution to the Middle East conflict. The Dow rose 1%, the S&P 500 climbed 1%, and the Nasdaq 100 advanced 1%. Falling WTI crude prices and lower Treasury yields eased inflation worries and boosted risk appetite. Tech shares led gains, with Nvidia up 2%, while AMD and Intel jumped 7%. Financials and industrials also rose, as JPMorgan gained 1% and GE Aerospace added 2%. Energy stocks lagged, with Exxon Mobil and Chevron slipping on cheaper oil. Micron Technology fell 3%, marking its fifth straight losing day. In crypto, movements remained modest, with Binance Coin leading at 1% gain..

On Thursday, Major stock indices fell amid spiking energy prices and rising geopolitical tensions that fueled stagflation fears. The S&P 500 dropped 2%, Nasdaq 100 fell 2%, and Dow slipped 1% after Trump warned Iran to get serious or face consequences. Brent crude jumped 5% above $108/barrel. Tech led declines: Meta sank 8%, Micron 7%, AMD 8%, Nvidia 4%. Energy stocks rose with oil. Crypto losers: Ether -6%, Ripple -5%, Bitcoin -4%..

On Friday, Stocks plunged on Middle East tensions and surging energy prices, sparking stagflation fears. The Dow fell 1%, S&P 500 dropped 2%, and Nasdaq slid 2% into correction (over 10% off its high). Tech giants like Nvidia, Microsoft, and Alphabet lost 2–4%, while energy stocks rose as WTI crude topped $99/barrel. Trump extended the Iran strike deadline to April 6, but Strait of Hormuz risks persist, pointing to a fifth weekly loss. Crypto mirrored the sell-off: Bitcoin tumbled 4% near $66,000, Ether fell 4% around $1,990..

On Week 14, Markets await Middle East de-escalation after the US delayed attacks past this week, as Persian Gulf export halts threaten global growth. In a shortened Easter week, the US jobs report and ISM Manufacturing survey will highlight energy cost impacts. Europe focuses on the Eurozone’s first inflation data since the war began, while China’s official and broader PMIs offer early insights for the world’s top energy importer. BoJ, RBA, and BoC meeting minutes are also due.