Rosemeyer Management Group

March 2026 Market Snapshot

March in Review

March was a volatile month for the stock market, driven largely by geopolitical tensions. The U.S.–Iran conflict triggered a sharp surge in oil prices, which pressured global equities and fueled inflation concerns. Major indexes declined, with the S&P 500 falling about 5% and most sectors posting losses, while energy stocks were the main outperformer. Rising Treasury yields and reduced expectations for Federal Reserve rate cuts added further strain. Despite a strong late-month rally on hopes of easing tensions, markets still closed the quarter down, reflecting heightened uncertainty and a shift toward defensive and value-oriented investments.

Index	1 Month	YTD
Dow Jones Industrial Average	-5.20%	-3.19%
Standard & Poor’s 500 Average	-4.98%	-4.33%
Russell 2000 (Small Cap Index)	-5.00%	0.89%
Total U.S. Stock Market	-4.95%	-3.88%
MSCI ACWI ex USA (Intl. Index)	-10.79%	-0.71%
Barclay’s U.S. Agg. Bond Index	-1.76%	-0.05%

Source: Morningstar

Looking Forward:

In April, markets will closely watch geopolitical developments, particularly any escalation or de-escalation in Middle East tensions, as energy prices remain a key driver of inflation expectations. Investors will also focus on upcoming U.S. inflation data and jobs reports for signals on the Federal Reserve’s next move, with rate cut timing still uncertain. Corporate earnings season will be critical, especially guidance from large-cap tech and consumer companies, to gauge how businesses are navigating higher costs and slower growth. Bond market movements, including Treasury yields, will continue to influence equity valuations. Additionally, investors will monitor global economic data from China and Europe for signs of stabilization or decline which could impact demand outlooks. Overall, sentiment is likely to remain cautious, with volatility elevated as markets react to both macroeconomic data and geopolitical headlines.

On a Personal Note

Heidi recently adopted a new golden retriever puppy named Hermes. He is
fully housebroken, kennel trained, and always looking for every crumb he can find! He’s been a great addition to her household to help keep their other 3 year old golden retriever, Finn company. When those two play it sounds like mini horses running around! Heidi and her husband are looking forward to the warm summer days to take both dogs camping and hiking.

As a reminder tax day this year is April 15 th . If your taxes are finished, have
you provided us with a copy of the return? Having a copy of your tax return
enables us to ensure you are invested in a tax efficient manner. It also
allows us to plan ahead for future years. If you have not yet forwarded us your return – we encourage you to do so.

Rosemeyer Management Group

Licensed in CO, FL, IA, IL, MA, MN, MO, NV, NY, WA, WI, WV & TX TheWallStreetJournal, March31, 2026

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