The ELEVEN: US Markets
A fast-paced, weekly round-up, for this week of the US and global markets, covering 11 critical news items.
Episodes
Episode 12: The Strait that won't stay Open!: WEEK 25 | June 15–21, 2026Key Themes & Analysis : Week 25The Ceasefire Whiplash: A signed US-Iran memorandum, a lifted naval blockade, and a brief Hormuz reopening were followed within days by a fresh Iranian closure over continuedIsraeli strikes in Lebanon. The pattern from Episode 11; hope outrunning verification, has repeated almost exactly.
The Warsh Pivot: KevinWars...
EPISODE 11 - MOONSHOTS, OIL DROPS & THE CEASEFIRE CLOCK!!
WEEK 24 | June 8-14, 2026
Key Takeaways -
- US stocks rebounded after last week's chip-led selloff. Friday closes: S&P 500 7,431; Dow 51,202; Nasdaq 25,889.
- SpaceX's historic IPO raised about $75 billion and closed roughly 19 percent above its offer price, showing risk appetite is still alive.
- May CPI hit 4.2 percent year over year, driven mainly by energy. C...
THE ELEVEN: US Markets, Episode 10 - June 2 to June 6, 2026
🔑 Key Themes & Analysis
The AI Repricing: Broadcom beat earnings but held guidance flat, and the market took a trillion dollars off chips in two days. The AI trade isn’t over, but the ‘buy everything with silicon’ era is. Quality AI revenue generators will be rewarded. Narrative-driven names will be punished.
Jobs Beat = Rate Hike Risk: May payrolls at...
THE ELEVEN: US Markets - Episode 9 | Week 22 | 26-30 May2026 | 'DEAL OR NO DEAL'
The S&P 500 extended its winning streak to nine consecutive weeks, closing May at a record 7,580 while the Dow Jones crossed 51,000 for the first time. The Nasdaq surged 8% in May alone, driven by one of the most consequential AI earnings weeks of 2026.
This episode covers: Dell Technologies' record 33% single-daysurge on AI server revenu...
THE ELEVEN: US Markets | Episode 8 : "DEAL OR NO DEAL - The Market Holds Its Breath"
Key Themes -
- THE DEAL THAT CHANGES EVERYTHING: Trump announced Saturday that a US-Iran peace deal is 'largely negotiated.' If signed and if the Strait of Hormuz reopens, oil prices fall, inflation pressure eases, the Fed gets breathing room, and equities could rally hard. But key sticking points - Iran's nuclear programme, sanctions...
THE ELEVEN: US Markets: Week 20, May 12-17, 2026
The Warsh Factor: A new Fed chair inheriting 3.8% inflationand an energy shock. Hawkish by instinct but open to cuts if inflation falls. With CPI this hot, that flexibility is theoretical. Watch his first public comments closely.
AI Boom vs. Energy Shock: The Cerebras IPO illustrates thebifurcation , AI infrastructure is real and growing fast. But the same economy faces energy-driven i...
Episode 6 | Week 19 | May 4 – May 8, 2026
The Teflon Market: Six straight weekly gains for the S&P 500 and Nasdaq, the longest streak since 2024, driven entirely by strong corporate earnings. The market is choosing profits over geopolitics, at least for now.
The Iran Halfway Point: Operation Epic Fury is officially concluded, a deal framework is emerging : 12-15 yearnuclear enrichment moratorium in exchange for sanct...
Episode 5 | Week 18 | April 28 – May 2, 2026
This week Wall Street hit record highs: S&P 500 and Nasdaq both at all-time closes, even as oil spiked toward multi-year records and the Strait of Hormuz remained 90% shut.
The Engine: a blowout Magnificent Seven earnings week. Meta revenue +33%, Apple posted its best March quarter ever and a $100 billion buyback, AWS grew 28%, Alphabet's Search accelerated.
S&P...
THE ELEVEN: US Markets | Ep. 4| "ALL-TIME HIGH, ALL-TIME ANXIETY" Week 17| April 21–25, 2026
Records on Wall Street. Dread on Main Street. This week the S&P 500 and Nasdaq both hit all-time highs — and yet consumer confidence just hit its lowest level in history. Johan and Tyla break down the paradox, the earnings fireworks, and the most consequential data week of 2026 that starts right now.
Why this episode matters: ...
THE ELEVEN: US Markets | Ep. 3| "OPEN FOR BUSINESS — The Week Wall Street Rewrote Its Record Book" Week 16| April 14–18, 2026
One of the most dramatic and consequential weeks of the year. The S&P 500 surged 4.5% to close above 7,100 for the first time in history, the Nasdaq posted an 11-day winning streak unseen since 1992, and the Dow recouped all its Iran war losses in a single week.
Johan Durden and Tyla Didrikson ...
THE ELEVEN: US Markets | Ep. 2 | "The Deal That Wasn't" Week 15 | April 7–11, 2026
The market got its ceasefire, then got blindsided.
This week on THE ELEVEN, Johan Durden and Tyla Didirikson breakdown one of the most volatile weeks of 2026: the Dow's best single session in a year, WTI oil's biggest daily crash since 2020, and a March CPI print hitting a two-year high of 3.3%. Then, Sunday night, the Islamabad peace talks betw...
THE ELEVEN: US Markets | Ep. 1 — "First Blood: The Bull Blinks Back"Week 14 | March 30 – April 4, 2026
The bulls finally showed up — but is it a recovery or just a bounce? In our debut episode, Johan Durden and Tyla Didrikson break down the week Wall Street snapped a six-week losing streak, with the S&P 500 posting its best weekly gain in four months. But don't pop the champagne yet.
This week: oil at $111 a bar...
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