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Global Markets Today: S&P 500, Nasdaq Crash – Is a Bigger Correction Coming?

On March 13, 2025, major US stock indices, S&P 500 and Nasdaq, fell sharply, losing up to 2% amid growing fears of a trade war and a potential US government shutdown.

  • S&P 500 closed 1.39% lower at 5,521.52.
  • Nasdaq dropped 1.96%, ending at 17,303.01.

With these declines:

  • S&P 500 has now fallen over 10% from its 52-week high of 6,147.43.
  • Nasdaq has crashed over 14% from its peak of 20,204.58.

Why is the US Stock Market Falling?

The market is reacting to several concerns:

  1. Trade War Fears:
    • President Donald Trump announced 200% tariffs on wine and alcoholic products from France and the EU.
    • Countries like China and Canada have retaliated with their own tariffs.
    • This has raised fears of higher inflation and slower economic growth.
  2. Inflation & Interest Rates:
    • While US CPI data was better than expected earlier in the week, investors are now uncertain about future rate cuts.
    • The Federal Reserve may delay rate cuts due to inflation concerns.
  3. Stretched Valuations & Recession Fears:
    • The S&P 500’s P/E ratio is around 28, and the Buffett Indicator (Market Cap to GDP) is at 200%, both signaling overvaluation.
    • Experts warn that higher inflation, slower growth, and rising interest rates could lead to a sharper correction.

What’s Next? Could There Be a Bigger Correction?

  • Market volatility is expected to continue as investors assess trade tensions and economic data.
  • Key levels to watch:
    • If US unemployment rises beyond 4.5%, the Fed may cut rates sooner to support the economy.
    • A softer 10-year bond yield could help stabilize equities.
  • Mega-cap stocks are expensive, but some parts of the market still offer value.

Final Outlook:

2025 is shaping up to be a tough year for US markets, with risks of:
Trade war escalation
High inflation
Tighter monetary policy

Investors should watch key economic indicators like inflation, growth, and jobs data for signs of market direction.

Source: Mint

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