Pullback, Correction, Bear Market, Recession — What’s the Difference?
Markets move in waves. Knowing the vocabulary helps you react with discipline instead of fear.
Quick Reference
| Term | Typical Trigger / Magnitude | Plain-English Meaning |
|---|---|---|
| Pullback | ~5% drop from recent highs | Minor decline; short-lived dips in an uptrend. |
| Correction | ~10% decline | Normal reset; often brief. |
| Bear Market | ~20% decline | Prolonged downturn in prices & sentiment. |
| Recession | Broad, sustained economic contraction | Multiple indicators weaken (GDP, jobs, retail, production) over months. |
Rule of thumb: markets may experience 10% corrections fairly regularly; bear markets (20%+) are rarer, often around once a decade.
Examples of Recessions
- Global Financial Crisis (2008–2009): Major indices fell 50%+ during the Great Recession.
- COVID‑19 Recession (2020): Sharp declines in March 2020, followed by a rapid, stimulus‑driven rebound.
After recessions, markets typically recover as the economy stabilizes, but timing varies — full recovery can take months or years.
Correction vs Bear Market — Key Difference
- Correction: Down 10%–<20%; usually short‑term and part of normal cycles.
- Bear Market: Down ≥20%; sustained negative sentiment and often weaker economic conditions.
Stages of a Bear Market
1) Early Stage (Distribution)
Optimism lingers while “smart money” reduces exposure; early signs of slowdown emerge.
2) Correction (Transition)
Optimism fades; volatility increases; negative news catalyzes broader selling.
3) Capitulation (Panic)
Fear dominates; volumes spike; prices drop rapidly as many exit positions.
4) Stabilization (Consolidation)
Declines slow; some buyers return; early hints of economic repair.
5) Recovery (Accumulation)
Optimism slowly returns; earnings and data improve; a new bull cycle builds.
Investor Playbook
- Expect volatility; corrections are normal.
- Use deeper drawdowns to accumulate quality at better prices.
- Match risk to horizon — avoid selling long‑term holdings in panic.
- Keep cash/allocations ready for opportunities; rebalance methodically.
Bottom Line
Labels help, but discipline matters more. Stick to your plan, keep quality at the core, and let cycles work in your favour.