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Wall Street heads into the new week with investors closely tracking oil market volatility and Federal Reserve commentary.
Energy markets are expected to remain a key driver, with crude prices (CL1:COM) (CO1:COM) sensitive to Middle East developments, shipping disruptions, and supply updates. At the same time, multiple Fed officials—including Vice Chair Michael Barr and San Francisco Fed President Mary Daly—are scheduled to speak.
On the corporate front, earnings from GameStop (GME), PDD Holdings (PDD), Paychex (PAYX), Chewy (CHWY), and Carnival (CCL) will be in focus. Options activity points to elevated volatility around Coinbase (COIN) and lululemon (LULU), while high short interest in Sunrun (RUN) could drive outsized moves.
Economic data will also draw attention. Flash PMI readings on Tuesday will provide an early look at global growth trends, followed by new home sales data and weekly jobless claims.
Elsewhere, Nvidia’s (NVDA) AI-driven momentum will remain in the spotlight through industry events, while retail and tech executives gather at the Shoptalk conference.
Earnings spotlight: Tuesday, March 24: GameStop. See the full earnings calendar.
Earnings spotlight: Wednesday, March 25: PDD, Chewy, Beyond Meat (BYND). See the full earnings calendar.
Earnings spotlight: Thursday, March 26: Pony AI (PONY). See the full earnings calendar.
Earnings spotlight: Friday, March 27: BYD (BYDDF), Carnival Corp. See the full earnings calendar.
Insider Watch
Check out the week’s top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Broadcom (AVGO), Target (TGT), and Salesforce (CRM).
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Here’s their view on the recent Energy sector crisis:
(Free Full Article) Global markets weakened this week as escalating conflict involving Iran pushed oil prices to multi-year highs and drove interest rates upward. The S&P 500 fell 1.6%, while smaller-cap stocks saw sharper declines. Energy was the only sector to gain, supported by surging crude prices nearing $100 per barrel. Rising Treasury yields pressured real estate equities, with REITs declining for a second week and most property sectors in negative territory. Housing stocks also slipped amid higher mortgage rates and regulatory concerns.
Despite current volatility, recent inflation data showed cooling trends before the energy shock, with CPI near four-year lows. However, rising oil prices may reverse this progress and keep the Fed cautious, with markets now expecting fewer rate cuts in 2026.
REIT earnings remained stable, with several firms raising dividends and no major cuts among equity REITs. Meanwhile, new housing legislation targeting institutional investors sparked concerns about reduced housing supply and worsening affordability. Overall, macro uncertainty and rising rates continue to weigh on real estate markets.
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