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 9th, and I'm your host, Kim Kahn.

Investors turn their attention to inflation once again this week, but now with a backdrop of

uncertainty over government policy and real concern about growth. In their weekly equities rundown,

Goldman Sachs lists a host of things traders are fretting about, including said growth worries,

tariff fatigue, weak technicals, challenging liquidity, consumer woes, and poor seasonality.

If Wednesday's consumer price index again

indicates sticky inflation, it could trigger a further leg down for stocks. Economists expect that

the headline CPI and the core CPI rose by 0.3% in February. That would bring the annual rate

down to 2.9%, with the core rate edging down to 3.2%. Wells Fargo economists say,

while February CPI report is likely to deliver an initial taste of tariffs,

it is likely to be just the start.

The implementation of a further 10% tariffs on Chinese goods

and the follow-through on 25% tariffs on goods from Canada and Mexico,

even with some carve-outs, is poised to stoke inflation in the

near term. Although we expect both headline and core inflation to tick down on a year-over-year

basis in February, we anticipate it will start moving back up this spring and remain stuck

near 3% for the duration of this year despite further easing in shelter inflation and growing

signs of consumer fatigue. If the CPI delivers a dovish surprise, that could cement market expectations for a Fed rate cut in June.

The odds of the Fed cutting by a quarter point that month jumped to 80% after the weaker and expected rise in February payrolls,

and Fed Fund's futures are pricing in a one-and-four chance now that rates could be down by 50 basis points from the

...