The ELEVEN: US Markets

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 earnings growth is now tracking at 27.8% for Q1 , the strongest since 2021. Johan and Tyla break it all down in eight tight minutes. Plus: Jerome Powell's dramatic final Fed meeting, a rare 4-way FOMC dissent, Kevin Warsh's path to the chairmanship, the UAE's seismic OPEC exit, Iran's 14-point peace proposal, SpaceX's confirmed June IPO targeting $1.75T, and what OpenAI's revenue miss means for the AI investment thesis. Looking ahead: May 8 jobs report, May 13 CPI, and the Hormuz deal that could change everything. THE ELEVEN: US Markets - Eleven stories, Zero fluff!!

THE ELEVEN: US Markets | Ep. 4| "ALL-TIME HIGH, ALL-TIME ANXIETY" Week 17| April 21–25, 2026Records 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 data week starting April 28th - FOMC decision, Big Tech Q1 results, and the first GDP print of 2026 will set the tone for the entire second half of the year. This episode is your complete briefing before it all lands.THE ELEVEN is your essential weekly US markets briefing Eleven critical stories, sharp analysis, zero fluff. New episodes every week.⚠️ For informational and educational purposes only. Not financial advice. Always consult a qualified financial professional. This episode was produced with AI assistance for data research and synthesis.

THE ELEVEN: US Markets | Ep. 3| "OPEN FOR BUSINESS — The Week Wall Street Rewrote Its Record Book" Week 16| April 14–18, 2026One 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 cover: the Strait of Hormuz partial opening and its market impact, WTI crude's collapse from $111 to under $84, Goldman Sachs's record equities trading quarter ($5.33B, +27% YoY), TSMC's blowout Q1 results ($35.9B revenue, 66% gross margin), BlackRock's AUM surging to $13.89 trillion, March CPI printing 3.3% headline but a tame 2.6% core, gold approaching $4,900/oz with JPMorgan targeting $5,000 by Q4, the Live Nation antitrust verdict, and the safe haven regime shift identified by UBS strategists.The week ahead preview covers: US-Iran talks in Pakistan (Monday), Tesla Q1 earnings on April 22nd, March PCE on April 26th, and the pivotal Fed FOMC meeting April 28th–29th.

THE ELEVEN: US Markets | Ep. 2 | "The Deal That Wasn't" Week 15 | April 7–11, 2026The 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 betweenthe US and Iran collapsed after 21 hours. VP Vance left without a deal. The ceasefire expires April 22nd. Monday is going to be interesting.In under 15 minutes: S&P 500 weekly recap| Iran ceasefire market impact | oil price outlook | CPI & Fed ratedecision preview | Delta Air Lines Q1 earnings | private credit crisis (Carlyle, Blue Owl, Apollo) | TSMC AI chip demand |JPMorgan earnings setup |Tesla Q1 preview | FOMC April 29th.Your fastest weekly fix for US stock market news, macro analysis, and what to watch next week.🔔 Subscribe.New episode every week.

THE ELEVEN: US Markets | Ep. 1 — "First Blood: The Bull Blinks Back"Week 14 | March 30 – April 4, 2026The 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 barrel, a Strait of Hormuz that's effectively closed, a Fed caught between inflation and recession, Tesla's worst delivery miss of 2026, Coinbase making crypto history, and a private credit story quietly building in the background that nobody's talking about loudly enough.Eleven stories. Real analysis. Zero fluff. 🔑 This week's big themes: Iran war energy shock · S&P technical levels to watch · Fed rate hike odds cross 50% · Goldman vs. BofA on rate cuts · Tesla delivery miss decoded · SpaceX IPO filing · CPI on April 10th & why it changes everything🎙️ Hosted by Johan Durden & Tyla DidriksonFor informational purposes only. Not financial advice.