Wall Street prepares for a Closing of March with a short week ahead of the “Good Friday” holiday. The catalysts for this are found in key economic data like the Job Openings and Labor Turnover Survey (JOLTS) and the ADP private sector payroll report. Without forgetting the persistent tensions in the Middle East with strong statements by Donald Trump. This has allowed DOW JONES Ind Average close the last Monday of March higher by a +0.11% to 45,216 pointswhile the S&P 500 y NASDAQ 100 correct in -0.39% to 6,343 points and -0.73% to 20,794 points respectively.
President Trump declared to Financial Times who would prefer the United States to control the oil industry in Iran «indefinitely». What maintains tensions in the Middle East.
Jerome Powell, Chairman of the Federal Reservehas declared that sees no risk of contagion in private credit and that the interest rates are at an appropriate level according to Yahoo Finance.
Powell stated on Monday that he believes interest rates are at an appropriate level to respond to the oil crisis derived from the war with Iran, reiterating that the central bank adopts a cautious stance regarding its monetary policy.
His statements, made at an event at the Harvard Universityoccurred when traders reduced their expectations of a rise of types by the FED at the April meeting, moving from 6.2% probability that was predicted a week ago 2.6% that is contemplated today.
Powell also stated that, for the moment, he sees no risk of contagion in private credit markets that could spread to the broader financial system.
«We look for connections with the banking system and situations that could, you know, generate contagion. We don’t see any at this time,» Powell stated. «What we see is a correction…and there will certainly be people losing money and things like that, but it doesn’t seem to have the ingredients to become a broader systemic event.»
On the corporate side, analysts Bernstein They pointed out that the cryptocurrency stocks They could be close to hitting bottom according to Yahoo Finance.
“The combination of geopolitics and temporarily weak sentiment toward cryptocurrencies is offering deep discounts” on cryptocurrency stocks, they wrote Gautam Chhugani and his Bernstein team.
The actions of the trading platforms Coinbase Glb Rg-A y Robinhood Mkts Rg-A, as well as those of fintech Figure Tech Rg-A, have fallen approximately 60% from their all-time highs, as cryptocurrencies have fallen from last year’s record levels.
Bernstein maintained his recommendation of «Above the market» for all three stocks, although it lowered its price targets amid expectations of weak first-quarter results, expected later this spring.
“We believe we will see a bottom in cryptocurrency stocks due to weak first quarter results,” the team wrote.
Regarding economic data we had the Dallas Fed Mfg Business Index with a result of -0.2 compared to the previous 0.2.
We also had 3-month public debt auction (T-Bill) with a performance of 3,620% already 6 meses (T-Bill) with 3,605%.
Among the winning actions we have Insmed (+5.51% to 153.31 dollars), ServiceNow (+5.59% to $104.97) and Salesforce (+3.19% to 185.03 dollars)
Insmed rises after knowing a survey of Alphawise about the launch of Surprised for bronchiectasis, according to Investing.
The survey carried out on 75 American pulmonologists in March 2026 showed that the 85% has already prescribed Brinsupri, with a current patient quota of approximately 12% and expectations of achieving 21% by the end of the year. The survey indicated repeat prescriptions and sustained patient flow into pulmonology clinics, with low discontinuation rates and refills progressing well.
Servicenow y Salesforce rises after meeting a Evercorse ISI note about a scenario that investors would not be contemplating: stability. Mentioned companies as candidates to take into account in this possible context, according to Investing.
«There is one scenario that investors may not be prepared for… Stability,» wrote the team led by Julian Emmanuel in a note.
This configuration would involve a ceasefire or de-escalation in the Middle Easthe oil retreating towards the 88 dollars per barrelthe Federal Reserve maintaining or cutting ratesand the 10-year Treasury yield staying in a range between 4.0% and 4.6%.
«A confluence of events of this type would reinforce a US GDP above 2% in 2026, would increase the odds of a Fed cutting rates before the end of the year, and would keep the dollar essentially the non-event which has been for more than 9 months,» the strategists said.
They argue that the structural bull market that began in late 2022 would have «further travel into 2026, supported by another year of double-digit EPS growth that has historically been positive for stocks.»
Among the losing stocks we have Micron Technolog (-9.81% to 322.05 dollars), Sysco (-15.29% to $69.30) and Caterpillar (-4.02% to $667.43)
Micron falls not because of a specific fact, but because of a combination of factors such as taking profits after a great rebound in the last twelve months and the Google announcement aboutTurboquant, which promises to reduce memory usage up to six times.
Sysco falls after learning that he would be close to close the acquisition of Restaurant Depot for 29,000 million dollars as we pointed out at the opening.
Caterpillar falls despite having been selected as the actions to follow by Evercore ISI noting that the 2026 order book coverage of the company is the highest in more than 15 years, according to Investing.
Before closing with the rest of the quotes, Technical analyst of Investment Strategies, José Antonio Gonzálezshares with us an analysis of the Mini Dow Jones Future:
The Mini Dow Jones Industrial Future (YM) reinforces the corrective process initiated from its current annual highs, a movement favorable to sales that has led to the recording of new lows, while volatility continues gradually upwards, the negative momentum strongly installed in the readings provided by the MACD-v momentum oscillator, as well as a weighted directional volume registering readings even lower than those recorded after “Liberation Day” in the US.
In this sense, there are no signs of a change in trend in the strictest short term, so the most likely thing remains to extend, both in time and form, the corrective process of recent weeks, so we identify the next objective in the area of technical relevance, previous resistances now potential supports, perfectly projected from 44,500 / 44,280 points, an area that simultaneously functions as an approximation to the proportional Fibonacci retracement of 50% of the entire process. previous bullish trend originated from the April 2025 lows.
This central scenario will remain in force until the price shows us otherwise, and it will not begin to show us that bullish sentiment could be gaining traction until we witness a daily candle close above both (i) the short-term bearish guideline, as well as (ii) the last decreasing maximum, identified at 47,210 points. Anything other than overcoming both resistances invites us to continue being very cautious after the worsening at a chart and technical level of the major US equity indices.
Mini Dow Jones Industrial (YM) future on daily scale with volatility (upper center chart), MACD (lower center chart) and trading activity (lower window). Source: ProRealTime and own elaboration.
Los Oil futures WTI they go up a +5.15% to $104.74 and the Brent +3.11% at 108.70 dollars.
He Oro upload a +0.30% to $4,538 per ounce and the Plata +0.57% to $70.19.
The pair EURUSD falls a -0.43% a 1.1460.
Bitcoin go up a +0.03% to $66,642.
He US 10-year bond yield falls a -2.03% a 4.351% already 30 years -1.41% to 4,912.
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