Lingering Effects

Lingering Effects

March 27, 2026

Key Takeaway

As of March 27, 2026 (pre-market), the S&P 500 continues to face significant pressure from the escalating U.S.-Israel war with Iran and the effective closure of the Strait of Hormuz. This lingering geopolitical event has caused the market to undergo a recent technical breakdown, and while historical data offers some optimism, the immediate outlook remains volatile and uncertain.
Market Status & Technical Breakdown
  • 200-Day Moving Average Breached: The S&P 500 officially broke below its 200-day moving average (DMA) on March 20, ending a 214-session streakabove this important long-term trendline.
  • Current Levels: As of March 26, the index closed at6,477, down roughly7.5%from its all-time high set in late January.
  • Potential Downside: My belief is that a further decline could test the previous market high from late February 2025 (approximately6,150), which would represent an additional4% to 5%drop from current levels.
Historical Perspective & Resilience
While corrections are frequent, deep bear markets remain the exception. Since 2009, this is the 32nd time the S&P 500 has experienced a 5%+ dip, but only5 of those casesevolved into a 20%+ crash. 
  • 2023: Fell 10.3% mid-year; finished up26.3%.
  • 2024: Declined 8.5% mid-year; finished up25.0%.
  • 2025: Crashed nearly 19% in the first half; finished up17.9%.
So despite current market volatility, data suggests high resilience as historical trends indicate that geopolitical shocks often result in temporary dips rather than structural, long-term bear markets. Since 2009, 85% of market drops of 5% or more have been temporary, with the S&P 500 historically recovering from mid-year, double-digit declines to finish years with significant gains. So although we have begun to pull back a bit, we equally want to be prepared to find opportunities at lower levels for long-term portfolio growth.