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3 september. US bond market. European External Action Service (EEAS). Bolåneräntan i USA 6.71% US Trade deficit.

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The U.S. trade deficit in goods and services in July grew to the biggest gap in 16 months in July, as America imported more electronics to feed the country’s artificial intelligence boom. The monthly trade deficit, the gap between what the United States imports and what it exports, hit $88.6 billion in the month. New York Times 3 September 2026 https://www.nytimes.com/2026/09/03/business/economy/us-trade-defecit-july.html International Trade in Goods and Services BEA https://www.bea.gov/data/intl-trade-investment/international-trade-goods-and-services Mortgage rates /Bolåneräntan/ ticked up to a new high for the year, casting a chill over the US housing market. The 30-year mortgage rate jumped 5 basis points to an average of 6.71% https://www.marketwatch.com/story/7-mortgage-rates-are-already-here-some-buyers-mortgage-experts-say-c51a7e04 Nvidia Agrees to Buy AI Platform Hugging Face for $13 Billion Deal ramps up Nvidia’s efforts to promote open-weight AI models that pose competitive t...
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European External Action Service (EEAS)

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https://www.eeas.europa.eu/_en Europeiska utrikestjänsten https://european-union.europa.eu/institutions-law-budget/institutions-and-bodies/search-all-eu-institutions-and-bodies/european-external-action-service-eeas_sv Senior officials have begun studying which functions of the European External Action Service (EEAS) could be absorbed by existing Commission departments. A partial reversal of one of the EU’s biggest institutional reforms of the past two decades. France and Germany have proposed giving Kallas a stronger personal role in any reformed structure, with greater oversight of the Commission’s enlarged external relations portfolio. A rump EEAS would remain outside the Commission and oversee areas such as EU peacekeeping missions and military training, the people said. “There are ongoing reflections and discussions on how to reform and strengthen the EU’s external action,” said a Commission spokesperson. Financial Times 2 September 2026 https://www.ft.com/content/1e55d948-98e5-4c1...
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2 september. De Gaulle. Churchill. Dean Acheson. Trump;Wolf. Nvidia 52.000 miljarder kronor.

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Nvidia stiger med omkring 3,5 procent och är bara 5 procent från den rekordkurs som noterades i maj i år. Nvidia är världens största börsbolag med ett värde på över 5.400 miljarder dollar,  motsvarande 52.000 miljarder kronor.  Victor Hultgren DI 2 september 2026  https://www.di.se/live/nvidia-narmar-sig-rekord-betydande-uppsida-i-aktien/ Why is France being so nice to Britain?  One clue to the new entente may in fact lie not in the British Museum but in a superb new French two-part biopic of Charles de Gaulle, “La Bataille de Gaulle”.  Directed by Antonin Baudry, an ex-diplomat, it is—unusually for a French production—based on a British biography, “A Certain Idea of France: The Life of Charles de Gaulle”. Written by Julian Jackson, a historian at Queen Mary University of London, the 928-pager is the product of years of painstaking archival research.  It is an even-handed examination of both the visionary greatness and human fragility of le général. Of part...
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1 September. Japan och Sverige 10 Y 3 %. EQT; Conni Jonsson förmögenhet 19 miljarder. Harrods Ferrari. Cervenka. Brent 95.

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A $400,000 Ferrari Purosangue with Qatari plates was parked  in a no-parking zone outside Harrods. Kate Lynch/WSJ The luxury lanes of London: foreign supercars that park where they see fit The neighborhoods become particularly clogged with Ferraris, Lamborghinis and McLarens bearing Middle East plates in the summer, as their drivers escape the Gulf’s scorching heat. Wall Street Journal 1 september 2026 https://www.wsj.com/world/uk/london-middle-east-luxury-cars-parking-tickets-b1fb0f0c US 30-Year Bond Enters September on Its Worst Stretch Since 2006 At the same time, September’s Fed meeting will test Chairman Kevin Warsh’s determination to raise interest rates in the face of stubborn inflation, which has been lifted by a resilient economy and war-driven energy prices.  The selloff in longer-maturity debt is expected to gain momentum if the central bank hesitates in acting. Bloomberg 1 September 2026 https://www.bloomberg.com/news/articles/2026-09-01/us-30-year-bond-enters-sept...
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31 augusti. Merz lowest ever. Adoption of AI. Kultur. Frankrike; det nya Italien. Monza F1. Europe; Record heat.

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The Italian Grand Prix takes place this weekend at Monza, arguably the most historic venue on the calendar. Monza has hosted Formula 1 races more times than any other circuit, staging grands prix in all but one year since the inaugural season in 1950. Ferrari's Giuseppe Farina (nearest the camera), Maserati's Juan Manuel Fangio and Ferrari's Alberto Ascari, on the far side, line up before the start of the 1953 race. These three men shared the first eight Formula 1 world championships.   https://www.bbc.com/sport/formula1/articles/ckg8w8qj5z9o Valets viktigaste fråga präglas av felaktig information I en medievärld där vetenskap reduceras till åsikter och konkurrerar med sociala mediers ekokammare behöver Sverige ett nationellt informationsunderlag om klimatkrisen, skriver Johan Rockström, chef för Potsdaminstitutet för klimatforskning (PIK). DI  26 augusti 2026 https://www.di.se/debatt/valets-viktigaste-fraga-praglas-av-felaktig-information/   Europe; Record heat with...
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30 augusti. US Heat. Super El Niño. Iceland voted against joining EU. Record High? Data centers.

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  The southern US faces temperatures as high as 46C this week as forecasters warn of “dangerous record-breaking” heat for tens of millions of people. A high-pressure system known as a heat dome is sitting over the Southwest and south-central parts of the country, acting like a lid that prevents heat from escaping into the atmosphere. https://www.ft.com/content/ab090526-171c-4e85-b70b-65999fdc5c43?syn-25a6b1a6=1 Det som sker nu är inte normalt. Vi har gått in i vad som ser ut att bli den kraftfullaste El Niño som vi som lever nu har varit med om. De indikatorer som forskarna använder för att mäta kraften i klimatfenomenet är just nu ”off the charts”. Den amerikanska motsvarigheten till SMHI, NOAA, bedömer i  sin senaste uppdatering att risken för en ”mycket stark” El Niño – den högsta nivån på skalan – är 90 procent. Förra veckan gick den brittiska motsvarigheten Met Office ut med en ännu kraftfullare varning. ”Vi måste vara på det klara med att detta är något som vi aldrig ha...
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En attack ska ha skett mot Nigers huvudstad Niamey. Ebba Busch nyckelspelare efter valet. Haiti.

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Statstelevisionens sändningar rapporteras ha avbrutits och enligt en säkerhetskälla har ”terrorister” försökt bryta sig in i säkerhetszonen runt presidentpalatset, skriver Reuters. – Det kan tyda på ett kuppförsök, säger SVT:s Afrikakorrespondent Johan Ripås. SvT 29 augusti 2026 med bra karta  https://www.svt.se/nyheter/utrikes/attack-mot-nigers-huvudstad Nearly 200,000 forced deportees received by Haiti Deutsche Welle 29 August 2026 https://www.dw.com/en/nearly-200000-forced-deportees-received-by-haiti-un-says/a-78554006 Ebba Busch går in i valspurten som en möjlig nyckelspelare efter valet. https://www.di.se/nyheter/busch-starker-greppet-i-valspurten-kan-ta-hem-det/ RE: Ebba är duktig politiker. Men också totalt skamlös. Kanse det enga hänger ihop med det andra? Ebba Busch vill göra sänkt eller slopad skatt på bostadsvinster till en valfråga 2026. https://englundmacro.blogspot.com/2025/11/ebba-busch-vill-gora-sankt-eller-slopad.html
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28 augusti. Google i Timrå. Liechtenstein. US gambling. Chairman Kevin Warsh Jackson Hole. Anthropic worth $2 trillion? Oscar Engelbert och Kronofogden. Japan.

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  Ja till Google i Torsboda Kommunfullmäktige i både Sundsvall och Timrå ställt sig bakom försäljningen av Torsboda Industrial Park till amerikanska Google.  AI- och datacenterprojektet är tänkt att bli en så kallad hyperscale-anläggning. Den första etappen kan enligt uppgifter behöva omkring 600 megawatt (MW) elektrisk effekt, med en möjlig ökning till omkring 1 000 MW och potentiellt 2 000 MW vid ytterligare utbyggnad.  En normalstor, svensk kärnkraftsreaktor producerar drygt 1 000 MW. Epoch Times 28 augusti 2026 https://www.epochtimes.se/ja-till-google-i-torsboda-jobbloften-fortsatt-oklara Chairman Kevin Warsh August 28, 2026 At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming. Here is a quick overview of what I'll cover in my remarks this morning. You can call it an outline . . . you can call it a trail map . . . just don't call it forward guidance. We...
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