THE ELEVEN - US Markets : The HAWK at Jackson Hole!
Episode 17 | Week 35 | August 24 - 30, 2026
Key Themes & Analysis - Week 35
The Warsh Pivot: New Fed Chair Kevin Warsh's first Jackson Hole address flipped market expectations from possible cuts to real hike risk in under a week; a sharp signal that the inflation fight isn't over.
AI Demand vs. AI Anxiety: Nvidia's blowout quarter reaffirmed that AI infrastructure demand remains robust, even as broader investor nerves about hyperscaler capex persist.
The Hormuz Thaw (Partial): Iran and Oman's temporary shipping-corridor framework is real progress, but Tehran's own caveats mean the Strait is not yet fully open, oil has calmed but remains structurally elevated.
Safe-Haven Double Threat: Gold's surge toward $4,700 reflects two separate anxieties, the ongoing Iran war and the US national debt crossing $40 trillion, converging on a single asset.
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