Khamenei killed, oil set to surge
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 1 March 2026
⏱️ 4 minutes
🧾️ Download transcript
Summary
Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:14.1 | Hello, today is Sunday March 1st, and I'm your host, Kim Khan. |
| 0:17.7 | The U.S. and Israel launched strikes against Iran on Saturday, killing supreme |
| 0:21.7 | leader Ayatollah Ali Khomeini and other leadership figures. Iran's Revolutionary Guard said |
| 0:26.8 | Sunday the most intense offensive operation ever is coming to target Israel and U.S. |
| 0:31.5 | Mideast bases. President Donald Trump responded with a warning of overwhelming retaliation if Iran |
| 0:36.3 | strikes U.S. forces, |
| 0:41.2 | but also told the Atlantic that he would be talking to Iran's new leadership. |
| 0:45.4 | With markets closed over the weekend, money is likely to be hectic on Wall Street, |
| 0:47.7 | and oil is the first place traders will look. |
| 0:53.0 | Polymarket has a 93% chance of WTI crude moving higher on Monday, not surprisingly, and a 77% chance that it will be above |
| 0:56.1 | $80 per barrel at the end of March. That's up 27 percentage points from before the weekend, |
| 1:01.4 | and would be a gain of more than 19% from where it sits now at 6702. There's also a 50% chance |
| 1:07.6 | that crude is above $90 a barrel on the final trading day of the month. |
| 1:16.2 | Separately, OPEC Plus has agreed to raise output by 206,000 barrels per day in April. |
| 1:21.6 | That's larger than the 137 monthly boost announced late last year, but small relative to potential disruptions in the Middle East. Crypto markets also offered a weekend tell. |
| 1:26.3 | Tokens backed by physical gold implied that gold |
| 1:29.0 | would open higher, with prices up roughly 1 to 2% versus Friday's close. |
| 1:33.7 | And regional markets reacted quickly. Saudi Arabia dropped 2.2%, its steepest one-day fall since April, |
| 1:39.8 | wiping out its gains for the year. Losses were tempered by a rise in Saudi Aramco, though. |
| 1:45.0 | And Egypt's main stock gauge fell 2.5%. Looking to the week ahead, the February |
... |
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