Market Pulse

Mar 29

  IndexLast Week1-Month (Trailing)YTD
DJIA
      −0.79%
      −7.68%
      −5.92%
S&P 500
      −2.06%
      −7.36%
      −6.91%
Nasdaq
      −3.09%
      −7.45%
      −9.73%
Russell 2000
      +0.58%
      −6.83%
      −1.18%
MSCI EAFE
      +0.09%
      −11.11%
      −2.46%
MSCI EM
      −1.02%
      −11.99%
      +0.67%
Bloomberg U.S. Agg
      −0.08%
      −2.46%
      −0.76%
Bloomberg U.S. Corp HY
      +0.01%
      −1.49%
      −0.81%
Data as of: Friday, March 27, 2026, 3:19 p.m. ET

See important disclosures below.

Weekly Recap

03/23/2026 - 03/27/2026

U.S. Economy

Iran headlines drove volatility amid shifting de-escalation signals and troop buildup

PMIs signaled slower growth and rising costs, reinforcing stagflation concerns

Equity Market

S&P fell fifth straight week; Nasdaq entered correction territory

Tech lagged while energy, materials, and cyclicals outperformed

Bond Market

Yields rose, with 30-year briefly reaching 5%

Weak auctions and hawkish Fed expectations pressured bonds

Around the Globe

Oil surged amid Iran tensions and supply risks

Gold and Bitcoin fell amid geopolitical uncertainty

The Week Ahead…

03/30/2026 - 04/03/2026

```
Mon
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- ```
Dallas Fed Index (Mar)
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Tue

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Consumer Confidence (Mar)
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JOLTS Job Openings (Feb)
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Nike, McCormick, FactSet, PVH
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Wed

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ADP Payrolls (Mar)
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Retail Sales (Feb)
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ISM Manufacturing (Mar)
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Conagra Brands, Cal-Maine Foods, Lamb Weston

Thu

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Challenger Layoffs (Mar)
```
```
Jobless Claims
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Acuity Brands, Lindsay Corporation
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Fri

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Nonfarm Payrolls (Mar)
```
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Unemployment Rate (Mar)
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ISM Services (Mar)
```

The week ahead is headlined by a heavy slate of labor market data, culminating in Friday’s March nonfarm payrolls report. Expectations call for a modest rebound in hiring following February’s decline, with the unemployment rate likely holding steady. Earlier in the week, ADP payrolls and jobless claims will help shape expectations, while Challenger layoffs provide additional insight into corporate workforce trends.

Economic data is also busy across the consumer and manufacturing fronts. Tuesday’s consumer confidence and JOLTS data will offer a read on labor demand and sentiment, while Wednesday brings retail sales and ISM manufacturing, both key gauges of economic momentum. The week wraps with ISM services, providing a broader view of activity across the largest segment of the economy.

On the earnings front, the calendar remains relatively light but includes notable releases from Nike, McCormick, FactSet, and PVH on Tuesday, followed by Conagra Brands, Cal-Maine Foods, and Lamb Weston midweek, and Acuity Brands and Lindsay Corporation on Thursday.

-Matt Shaw, CFA

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This report and the opinions provided herein are for informational purposes only, are not a solicitation, and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or investment. All opinions expressed herein constitute the author’s judgement as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of author are based on current expectations, estimates, opinions and/or beliefs. Such statements are not facts and involve known and unknown risks, uncertainties and other factors. Past events and trends do not predict or guarantee or indicate future events or results. Information cited in this report has been drawn from sources believed to be reliable and was captured at a point in time. Therefore, the data is subject to change and its accuracy is not guaranteed. DJIA, S&P, Russell 2000, and NASDAQ indices are referenced directly; MSCI EAFE, MSCI EM, BB U.S. Aggregate, Bloomberg U.S. Corp. HY, and all sector figures refer to the respective ETFs as a representative figure. Ategenos Capital, LLC d/b/a AC Wealth Partners does not own or control and is not affiliated with any third-party content provided via hyperlink, quoted, or cited herein. Investors seeking more information should contact their financial advisor. Investing involves risk, including the possible loss of principal. It is not possible to invest directly in an index. Past performance does not guarantee future results. AC Wealth Partners is an investment adviser registered with the SEC. SEC registration does not imply any specific level of training or skill.

Matt Shaw