Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, March 22nd, and I'm your host, Kim Khan.

It's a light week for economic data and earnings, meaning sentiment

will remain closely tied to the conflict with Iran and what it means for oil and interest rates.

President Donald Trump said Saturday the U.S. would obliterate Iran's power plants if the

Strait of Hormuz is not reopened within 48 hours. Prediction markets are signaling skepticism.

On polymarket, traders assign just a 30% chance that traffic returns to normal by the end of April.

Calci contracts imply a more gradual reopening, with about 39% probability of a May 15th opening,

rising to 53% by June 1st and 59% by July 1st. The straight handles about 20% of global oil shipments. WTI crude briefly moved

back above $100 a barrel in weekend trading on IG Index before easing back. On the hyperliquid

blockchain, oil was trading around $98 a barrel. With oil putting upward pressure on inflation,

expectations for Fed rate cuts this year have

largely evaporated. Fed fund's futures now indicate nearly a one-and-three chance that rates are

higher at the end of the year. On the earnings front, GameStop is likely the headline name

among a light reporting slate. There's limited analyst coverage, so no formal consensus,

but the holiday quarter update carries added weight after CEO Ryan

Cohen floated ambitions to turn the retailer into a Berkshire-style investment platform.

Cohen has discussed acquiring an undervalued high-quality public consumer company run by what he

calls a sleepy management team. Any detail on deal size, timing, financing, or potential targets would

move sentiment, but management hasn't had an earnings call in more than two years. Seeking off

analysts, Bernard Zambonin, says he expects the results to offer little in the way of core

...