LSEG Data & Analytics
May 11, 2026
The Day Ahead North America
Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyEnergy
Wall Street ended modestly higher as AI-driven momentum offset inflation fears stemming from stalled US-Iran peace talks and rising oil prices. Investors are now bracing for April CPI data and a meeting between Presidents Trump and Xi regarding the auto industry.
Key Takeaways
- 1.Big Tech firms like Alphabet and Amazon are aggressively tapping international debt markets (Yen and Swiss Franc) to fund massive AI infrastructure investments.
- 2.US-Iran geopolitical tensions have escalated following the rejection of a peace proposal, leading to higher oil prices and renewed inflation concerns.
- 3.Investors are focused on the upcoming April CPI report, with headline inflation expected to accelerate to 3.7% YoY.
Table of Contents
- MARKET RECAP at 4 pm
- Coming Up
- KEY ECONOMIC EVENTS
- Market Monitor
- Top News
- Insight and Analysis
- CANADA
- WEALTH NEWS
- ON THE RADAR
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Authors
Ashitha Salus
Securities
GOOGLAMZNABXCerebras SystemsCircleFOX
Themes
AI Infrastructure Capital DeploymentGeopolitical Inflation RiskUS-China Trade Protectionism
Regions
North AmericaMiddle EastLatin AmericaUnited StatesCanadaIran