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The ELEVEN: US Markets

The ELEVEN

A fast-paced, weekly round-up, for this week of the US and global markets, covering 11 critical news items.

PublishesWeeklyEpisodes10Founded7 months ago
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Business NewsNews

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Latest Episodes

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 ‘b... more

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 surg... more

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 Hormu... more

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 f... more

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 leas... more

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 Magnif... more

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 lev... more

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 ti... more

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