Week Ahead: Monday, May 11, 2026 to Friday, May 15, 2026 — Market Analysis

Key Themes This Week

• •U.S. forces exchanged fire with Iranian vessels in the Strait of Hormuz over the weekend, casting doubt on the month-old ceasefire and keeping energy markets on edge as investors await Iran's response to Washington's latest proposal
• •April inflation data arrives Tuesday morning with markets bracing for elevated energy-driven price pressures following March's 3.3% annual reading—the highest since April 2024
• •Kevin Warsh's Senate confirmation vote is expected this week ahead of Jerome Powell's May 15 term expiration, marking the first fully partisan Fed chair appointment in modern history