Market Recap Archive
Market Recaps
Every major trading session analyzed. FOMC decisions, CPI prints, NFP surprises, crashes, and shocks since 2020. Each recap pairs market closes and economic prints with narrative explanation grounded in what actually happened, not what pundits said.
Daily Recaps (27)
March 2026 CPI cool: core 2.7% prints below expectations
April 8, 2026
CPI
Fed holds rates, signals patience on further easing
March 18, 2026
FOMC
Fed holds at 3.75-4.00%, signals patient stance ahead of tariff review
January 28, 2026
FOMC
Fed restarts cutting: 25bp to 4.00-4.25%, first since December
September 17, 2025
FOMC
Trump pauses tariffs, S&P 500 rallies 9.5% in largest single-day gain since 2008
April 9, 2025
Geopolitical
Liberation Day aftermath: S&P 500 down 12% in 3 sessions
April 7, 2025
Crisis
Liberation Day tariffs trigger global equity selloff
April 2, 2025
Geopolitical
Hawkish cut: Fed delivers 25bp but slashes 2025 cuts, S&P drops 3%
December 18, 2024
FOMC
US election 2024: Trump wins, markets await policy clarity
November 5, 2024
Election
Fed cuts 50bps in surprise outsized easing move
September 18, 2024
FOMC
Yen carry unwind day: global equities tumble in synchronized selloff
August 5, 2024
Shock
Sahm rule triggers: NFP 114k miss, unemployment jumps to 4.3%
August 2, 2024
NFP
October CPI shock: 3.2% vs 3.3% expected, S&P 500 surges 1.9%
November 14, 2023
CPI
Final Fed hike of the cycle: 5.25-5.50%, Powell signals pause
July 26, 2023
FOMC
Silicon Valley Bank fails in largest bank collapse since 2008
March 10, 2023
Crisis
Fed steps down to 50bp hike, dot plot signals higher for longer
December 14, 2022
FOMC
Cool CPI rally: 7.7% vs 7.9% expected, S&P 500 surges 5.5%
November 10, 2022
CPI
Core CPI hits 40-year high at 6.6%, stocks rally in violent reversal
October 13, 2022
CPI
Hot CPI shock: 8.3% beats 8.1% estimate, S&P 500 drops 4.3%
September 13, 2022
CPI
Fed hikes 75bps, biggest increase since 1994
June 15, 2022
FOMC
May CPI surprises at 8.6%, fastest pace since 1981
June 10, 2022
CPI
Fed hikes 50bps, first since 2000, announces QT plan
May 4, 2022
FOMC
Fed begins hiking cycle with first 25bp rate increase since 2018
March 16, 2022
FOMC
FOMC minutes hawkish shock: S&P 500 drops 1.9%, Nasdaq 3.3%
January 5, 2022
FOMC
Fed announces taper: $15B/month reduction in bond purchases
November 3, 2021
FOMC
WTI crude goes negative: May contract closes at -$37.63
April 20, 2020
Shock
Fed goes unlimited: QE infinity and Main Street facilities
March 23, 2020
FOMC
Weekly Recaps (12)
Q1 earnings season preview, rate-cut bets rebuild
Week of 2026-04-03
Pre-FOMC consolidation, AI earnings strength
Week of 2026-03-06
Tariff pause rally: S&P +5.7% on week after Liberation Day shock
Week of 2025-04-11
Liberation Day tariffs shock global markets
Week of 2025-04-04
Pre-Liberation calm: markets drift ahead of tariff announcement
Week of 2025-03-28
Election week: Trump wins, S&P +4.7%, small caps lead
Week of 2024-11-08
Yen carry unwind week: Nikkei -12%, VIX to 65, August 5 crash
Week of 2024-08-09
Banking crisis week: SVB and Signature seizures, Fed BTFP
Week of 2023-03-17
Banking crisis week: SVB fails, BTFP launched, Credit Suisse bailout
Week of 2023-03-17
Cool CPI rally: S&P 500 +5.9%, Nasdaq +8.1% on inflation relief
Week of 2022-11-11
Fed 75bp shock week: fastest pace of tightening since 1994
Week of 2022-06-24
COVID bottom week: Fed unlimited QE, CARES Act passed
Week of 2020-03-27
Monthly Recaps (13)
Fed holds, tariff effects persist, markets drift higher
March 2026
Quiet February: steady gains, cyclical leadership
February 2026
Solid start: S&P +2.1%, AI capex optimism, Fed holds
January 2026
Fed restart month: 25bp cut, stagflation fears ease
September 2025
Tariff shock and recovery: April 2025
April 2025
Election rally: S&P +5.7%, small caps lead on Trump win
November 2024
Yen carry unwind: August 5 crash, full recovery by month-end
August 2024
Banking crisis month: SVB, Signature, Credit Suisse
March 2023
Brutal September: S&P -9.3%, worst since March 2020
September 2022
Peak CPI, 75bp hike, and the beginning of recession pricing
June 2022
Tech crash starts: QQQ -9%, worst January since 2008
January 2022
GameStop squeeze: retail meme trading briefly seizes markets
January 2021
COVID crash: S&P 500 -12.5%, fastest bear market in history
March 2020
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