Catalyst Calendar - March 23, 2026 (Morning)

 ## Major Catalysts Mentioned **Onconetix Reverse Stock Split** - Date: March 25, 2026 - Why it matters: The 1-for-5 reverse stock split will reduce the number of shares outstanding, potentially impacting share price and liquidity. Investors should monitor market reaction and any accompanying corporate updates. - Stocks affected: **$ONCX** (data not available) **Arcus Biosciences COO Resignation** - Date: March 30, 2026 - Why it matters: The departure of a key executive can signal strategic shifts or internal challenges. Investors should watch for management commentary and potential impacts on pipeline progress. - Stocks affected: **$RCUS** (Arcus Biosciences) **Form PRE 14A Filings for The Home Depot and Cohu** - Date: March 23, 2026 - Why it matters: Proxy statements can reveal upcoming shareholder votes, executive compensation changes, or strategic initiatives that may influence stock performance. - Stocks affected: **$HD**, **$COHU** **Trump Postpones Military Strikes on Iran** - Date: March 23, 2026 (ongoing developments) - Why it matters: The postponement of strikes on Iranian energy infrastructure reduces immediate geopolitical risk, leading to market rebounds and volatility in energy prices. This event is driving significant market sentiment shifts. - Stocks affected: Energy sector broadly, including **$XOM**, **$CVX**, **$MPC**, **$LNG**, **$APA** **Apollo’s Acquisition Efforts in Japan** - Date: TBD - Why it matters: Apollo’s move to acquire a Japanese glassmaker to manage old M&A loans indicates strategic expansion and potential turnaround opportunities in the industrial sector. - Stocks affected: **$APO** **Tower Semiconductor and Coherent Demonstrate 400 Gbps Data Transmission** - Date: TBD - Why it matters: This technological advancement in silicon photonics could accelerate adoption in data centers and communications, potentially boosting semiconductor stocks. - Stocks affected: **$TSEM**, **$COHR** **Amazon’s ‘Project Hail Mary’ Box Office Success** - Date: Recent (no specific date) - Why it matters: Strong content performance on Amazon Prime Video highlights Amazon’s growing dominance in streaming, which may support the stock’s valuation. - Stocks affected: **$AMZN** **Caleres Q4 2025 Earnings Call Transcript Released** - Date: Recent (no specific date) - Why it matters: Earnings transcripts provide insights into company performance and guidance, useful for assessing retail sector trends. - Stocks affected: **$CAL** **SLB Q1 2026 Outlook Update** - Date: Recent (no specific date) - Why it matters: Updates on quarterly outlooks from major oilfield services companies like SLB can influence energy sector sentiment amid ongoing geopolitical tensions. - Stocks affected: **$SLB** ## Earnings on Deck - **$CAL** - Q4 2025 Earnings Call Transcript released recently; key watch includes sales trends and margin outlook in retail footwear. - **$ARCUS** - Form 8K filed March 23, 2026; COO resignation effective March 30, 2026 may be discussed in upcoming earnings. - **$COHU** - Form PRE 14A filed March 23, 2026; proxy details could impact near-term investor sentiment. ## Economic Events - S&P Global Comp PMI Flash for March 2026 on March 24, 2026 at 1:45 PM - Unit Labor Costs Revised for Q4 2025 on March 24, 2026 at 12:30 PM - S&P Global Services and Manufacturing PMI Flash for March 2026 on March 24, 2026 at 1:45 PM - 2-Year Note Auction on March 24, 2026 at 5:00 PM - MBA 15-Year Contract Rate and Effective Rate on March 25, 2026 at 11:00 AM These economic data points will provide insights into labor costs, manufacturing and service sector activity, and Treasury demand, which could influence market direction and fixed income yields. ## Regulatory & Legal - India’s Regulator Eases Rules for Foreign Funds to Settle Trades - Date: TBD - Why it matters: Easing of foreign fund regulations could increase capital inflows into Indian markets, benefiting Indian equities and related ETFs. - Stocks affected: Indian market exposure (data not available) - GSK receives orphan drug status in Japan for lung cancer therapy risvutatug rezetecan - Date: Recent (no specific date) - Why it matters: Orphan drug designation can expedite regulatory approval and market exclusivity, potentially boosting GSK’s oncology pipeline. - Stocks affected: **$GSK** - FDA accepts zilganersen application for Alexander disease review - Date: Recent (no specific date) - Why it matters: FDA acceptance signals progress toward potential approval, which could be a catalyst for the biotech stock. - Stocks affected: data not available ## What's NOT Dated But Worth Tracking - Institutional Bitcoin Purchases and Gold Bear Market - Watch for shifts in institutional capital allocation between cryptocurrencies and traditional safe havens, which may impact crypto and gold prices. - Geopolitical tensions around the Strait of Hormuz and Iran conflict - Ongoing risk to global energy supply and market volatility; watch for developments that could affect oil prices and energy stocks. - AI and Semiconductor Sector Developments - Advances such as Tower Semiconductor’s silicon photonics and Nvidia CEO Jensen Huang’s positive commentary on AI growth remain key themes. - Tesla and XPeng developments in robotaxi and self-driving car technologies - Monitor for commercial rollout progress and regulatory updates that could affect EV and autonomous vehicle stocks. - Morgan Stanley and other banks managing private credit fund withdrawals - Indicates stress in private credit markets; watch for broader credit market implications. ## Highest Conviction Catalyst - What: Trump’s Postponement of Military Strikes on Iran’s Energy Infrastructure - When: Announced March 23, 2026, with a five-day delay on strikes - Why it matters: This geopolitical development has immediately eased market fears of a major energy supply disruption, leading to a rebound in equities, especially the Dow Jones which surged 1.03%. Energy prices remain volatile but the delay reduces the risk of an immediate supply shock. The event is driving significant market sentiment and positioning adjustments, with Bitcoin surging above $71,000 and gold entering a bear market. - Trade idea: Investors may consider cautiously increasing exposure to energy stocks like **$MPC**, **$LNG**, and **$APA** on potential supply tightness, while monitoring geopolitical developments closely. Defensive sectors may see rotation outflows as risk appetite improves. --- This briefing synthesizes explicit dates and events from the headlines, integrating market data and economic calendar context to highlight key upcoming catalysts and risks.