Englund

  Magdalena vill låta EU köra över oss om utrikespolitiken - QMV - Beslagta de ryska pengarna i Bryssel, inte bara spärra. Qualified majority voting, based on the double-majority rule, is the main method used by the Council of the European Union to adopt EU legislation. Vetorätten i EU håller på att bli historia. Frankrike och Tyskland har långtgående planer. Magdalena Andersson has big plans for Europe. https://englundmacro.blogspot.com/2026/10/magdalena-vill-lata-eu-kora-over-oss-om.html Teknikbolag drev upp USA-börserna Räntan på den amerikanska 10-åringen nådde sin högsta nivå sedan 2002 och handlades till 5,32 procent. Sportpriset på Brentoljan var ned 2,4 procent, men handlades fortsatt över 100 dollar per fat. Samtidigt klättrar aktiemarknaden vidare och skakar av sig oro för stigande räntor, dyrare energi och inflation. https://www.di.se/live/teknikbolag-drev-upp-usa-borserna-intel-mot-strommen/ Marknaden hoppas på svagare krona. Kronan gillar inte när det är höga räntor i ...

Magdalena Andersson has big plans for Europe  In an exclusive interview with POLITICO conducted on election day, the Social Democrat leader set out her mission to refocus Swedish foreign policy — and to give the EU more muscle.   Andersson wants to scrap the rule granting a veto right to every EU member country on foreign policy. “I think it should be qualified majority … on foreign policy,” she said,  One area where EU leaders tried — and famously failed — to get a unanimous agreement was on whether or not to use Russia’s financial assets, lying immobilized in a Brussels depository, to help fund Ukraine’s mounting costs of defending itself. Efforts to secure a deal foundered last year on legal concerns from Belgian Prime Minister Bart De Wever. The debate was revived in recent weeks by a group of countries led by Germany. What does Andersson think should happen to the assets? “Take them, use them,” she said Politico September 23, 2026  https://www.politico.eu/articl...

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  After a decade of political missteps and global cataclysms that made government spending his go-to solution, popular anger is rising, growth is sinking, debt is soaring and investors are dumping French assets in a global bond market rout that has made it the euro area’s weakest economic link. Bloomberg 4 October 2026 https://www.bloomberg.com/news/articles/2026-10-04/how-macron-s-decade-in-power-left-france-europe-s-weakest-link Read more: Whispers of Contagion Risk Are Returning to Europe’s Bond Market https://www.bloomberg.com/news/articles/2026-10-04/whispers-of-contagion-risk-are-returning-to-europe-s-bond-market You know it’s a European debt crisis when it has an acronym.  This time it’s not a group of countries in serious trouble, the famous PIIGS of Portugal, Ireland, Italy, Greece and Spain.  Instead it’s France alone being singled out with FROGS, which stands for French Oversized Government and Social Security (blame Parisian research firm Rexecode for that one...

Trendbrott: Vinden vänder på börsen. ”Dags att hissa spinnakern och dra nytta av medvinden.” Tillväxten på Stockholmsbörsen har varit låg jämfört med många andra marknader det senaste året. Detta beror till stor del på att bolagen mött en kraftfull valutamotvind de senaste åren efter att den svenska kronan stärkts. 100 miljoner dollar i vinst är plötsligt mindre värd i rapporteringsvalutan svenska kronor. Baserat på den genomsnittliga valutakursen under kvartalet har den amerikanska dollarn stärkts med 1 procent mot kronan, medan euron är oförändrad. Ett positivt trendskifte, även om det inte är tal om någon massiv medvind. Den svagare kronan beror sannolikt främst på större ränteskillnader, efter att flera centralbanker har höjt sina räntor medan svenska Riksbanken hittills har legat stilla. Det medför vissa negativa konsekvenser. Det blir dyrare som svensk att åka på semester och bolagen som framförallt importerar produkter från utlandet för att sälja i Sverige, drabbas stenhårt. Rob...

  https://www.youtube.com/watch?v=Rs5fIopDHI8&list=PLaSguNBvHIto Why the household budget myth is dangerous economics Keynes vs MMT: which economic theory fits our world? https://englundmacro.blogspot.com/2026/06/why-household-budget-myth-is-dangerous.htm Monetary Creation and Destruction - Att skapa och förinta pengar https://englundmacro.blogspot.com/2026/06/monetary-creation-and-destruction-mcd.html

  Vänsterpartiets kopplingar till terrorklassade islamistiska nätverk blev nyckeln till deras valframgångar. I stället för att verka avskräckande har skandalerna kring partiföreträdare som öppet skyltat med Hamassympatier och deltagit i hyllningar av massakern på Novafestivalen 2023 lockat stora muslimska väljarskaror i utanförskapsområden.  Men dagens vänsterpartier har hittat en väg ut ur socialismens klasskampspolitik – ett arbetarparti utan arbetare har ju ändå ingen framtid.  I stället såg vänstern sin ljusnande framtid i grupper som bär tydliga likheter med palestinarörelsen i fråga om synen på judar. Socialismens djupa rötter i antisionismen, som även Karl Marx gav näring åt, trots att han var jude, kunde således vävas samman med Palestinaaktivismens antisemitiska slagord. Unni Drougge Epoch Times 2026-10-01 https://www.epochtimes.se/vanstern-gar-fran-klasskamp-till-klan Why Bowl Together When You Can Scroll Alone? Bowling was once popular as a family-friendly way ...

  By 1945 the British had painfully discovered that while Tommies and GIs were fighting side-by-side against the Germans and Japanese, back home the Roosevelt administration was striking some very harsh bargains with beleaguered Britain.  Churchill’s nation was obliged to sell its entire foreign assets to American corporations at fire-sale prices, to pay for arms.  Montagu Norman, governor of the Bank of England, wrote in March 1941:  “I have never realized so strongly as now how entirely we are in the hands of American ‘friends’ over direct investments, and how much it looks as if, with kind words and feelings, they were going to extract these one after another.” Max Hastings October 4, 2026   https://www.bloomberg.com/opinion/articles/2026-10-04/americans-have-always-been-hard-nosed-in-britain-and-europe Max Hastings is a Bloomberg Opinion columnist. His histories include "Inferno: The World At War, 1939–1945," "Vietnam: An Epic Tragedy 1945–1975" and "Ab...

  A British army encampment in Kandahar during the First Anglo-Afghan war (1839-42)  © Getty Images Which power will prevail? As in the 19th-century struggle between the UK and Russia, the answer may depend on forces beyond either’s control. The Thucydides Trap is a nice metaphor, it may not be the best practical historical analogy for what is happening between the US and China. it has much in common with the Great Game between Britain and Russia in the 1800s. For Britain it was about making sure that Russia did not acquire a route into India or make Afghanistan a Russian dependency.  Rana Foroohar Financial Times 3 October 2026 https://www.ft.com/content/8869caf9-3cd1-4300-aeb3-828a4d9da4f9?syn-25a6b1a6=1 Rana Foroohar is the FT’s global business columnist and associate editor. Her book ‘Sea Change: America’s New Great Game in the Arctic’     The Great Game again? https://www.internetional.se/greatgame2008.htm Pakistan and the new great game of Risk https:...

With the premium investors charge to hold French securities over equivalent German bunds hitting the highest since the European debt crisis, speculation is mounting on how far turmoil would need to intensify before ECB steps in with its as-yet-unused firefighting tool. That’s a situation the ECB wanted to avoid when it opted during an Italian bond blowout in 2022 to create the Transmission Protection Instrument, whose very existence was meant to keep financial ructions at bay. Bloomberg 2 October  2026 at 5:23 PM GMT+2 https://www.bloomberg.com/news/articles/2026-10-02/ecb-s-nightmare-scenario-gets-closer-as-french-bond-yields-surge Transmission Protection Instrument (TPI) https://englundmacro.blogspot.com/2024/06/ecb-officials-see-no-cause-for-alarm.html France’s Crisis Is Deepening as Investors Head for the Exit A selloff in global debt has fueled a rout that’s hitting harder and faster in France than anyone expected, with nerves fraying about missed deficit targets and policy gr...

Wallenberg hyllades när man klev in i Stegra i våras. Enligt tidningen Affärsvärlden saknas det cirka 10 miljarder kronor för Stegra den här gången. Kostnaderna för byggprojektet har ännu en gång felbedömts. När Wallenberg med sitt ägarkonsortium gick in tillfördes runt 15 miljarder kronor i nytt kapital. De pengarna verkar nu inte räcka. Hur kunde Sveriges mäktigaste industriägare missa de nya problemen? Björn Jeffery SvD 1 October 2026 https://www.svd.se/a/9klbyE/ny-kris-i-stegra-vad-missade-wallenberg Wallenberg via Wallenberg Investment blir ny huvudägare i Stegra https://englundmacro.blogspot.com/2026/05/en-konspirationsteori-familjen.html EUs dråpslag mot Stegra och SSAB  Stegra och SSAB har satsat hundratals miljarder på att kol ska bli dyrt och fossilfritt stål lönsamt. Nu pekar mycket på att EU mildrar utsläppskraven för den gamla stålindustrin. Det kan bli ett dråpslag för hela den gröna industriomställningen i Norrbotten. DN 16 juli 2026  https://www.dn.se/ekonomi/e...

For Iraq's government in Baghdad, September 30, 2026, marks the end of an era. "October 1 will be a new day in the course of the Iraqi state, with the country free of any foreign military presence and the completion of national sovereignty over its territory," Iraq's Prime Minister Ali al-Zaidi said in a statement. By Wednesday, the United States will have completed the withdrawal of its remaining 2,500 troops from Iraqi territory according to a 2024 agreement.  Their departure concludes 12 years of the US-led Operation Inherent Resolve mission against the Islamic State group, or ISIS, which at the time was advancing across the country and in neighboring Syria. Deutsche Well 29 September 2026 https://www.dw.com/en/iraq-us-troops-withdraw-from-their-iraqi-us-led-operation-inherent-resolve-mission-against-isis-after-12-years-as-baghdad-delays-militia-disarmament/a-79462926   Donald Trump sa redan för tio år sedan att Irakkriget låg bakom flyktingvågen som ledde till ”Eu...

  Solar panels at the CATL Luoyang base in Henan province. On a production line in south-east China, machines paste a black slurry of electrode material on to a copper ribbon just five microns thick — one 20th of the width of a human hair. Further down the line, a team of robots monitored by an AI quality inspection system will turn the strips into battery cells by cutting them with lasers, winding them into rolls and pressing them with a force equivalent to a 23-tonne weight. The factory is at the Ningde headquarters of CATL, the world’s biggest battery producer and a goliath in the electric car industry. Financial Times 1 October 2026 https://www.ft.com/content/b84778e5-ce8b-4baa-9ca7-402cdf277b4d?syn-25a6b1a6=1 Stockholmsbörsen ser ut att inleda torsdagen med en försiktig nedgång. 1 oktober 2026, 08:14 https://www.di.se/live/fem-saker-att-ha-koll-pa-innan-borsen-oppnar-Ap3Un/ Efter en något skakig torsdag stängde USA-börserna med små rörelser. Räntemarknaden lugnade ned sig någo...

The former Labour prime minister expressed dismay over his inability to convince the public that progressive policies “were the right and fairest way to respond” to the global recession. “Taming globalisation and redirecting it to meet the interests of working people has been, and still is, the defining political challenge of our era.” Gordon Brown https://englundmacro.blogspot.com/2025/07/gordon-brown.html Jonung, Fölster och Flash Gordon om Euron I Sverige är det fd Röda Kors-chefen Bengt Westerberg som är styrelseordförande i Finansinspektionen. Gordon Brown, som en kort tid fick heta Flash Gordon, när G20 räddae världken från en cataclysm, har nu skrivit en bok. Han säger till BBC: 'We have a major crisis in the euro area' . The enormous liabilities of the eurozone's banks are a serious and substantial accident waiting to happen. https://englundmacro.blogspot.com/2010/12/jonung-folster-och-flash-gordon-om.html

Mervyn King was governor of the Bank of England during the financial crisis Mervyn King is playing a game of chicken with the world’s most irresponsible industry. Martin Wolf, Financial Times 21/9 2007 Man who started QE. King is good at articulating what’s wrong with the global economy, not so good when it comes to solutions. https://englundmacro.blogspot.com/2025/07/mervyn-king.html

Chancellor of the Exchequer under prime minister Gordon Brown from 2007 to 2010. One Sunday in October 2008, Alistair Darling flew back from Washington to find Britain on the brink of banking meltdown.  The chancellor was told by his Treasury officials that unless a rescue plan was announced by the time the City opened for business the following morning, there was no guarantee that cashpoints would work and that cheques would be honoured. The possibility of global financial implosion concentrated minds wonderfully; bailout plans were announced that ensured disaster was averted. Co-ordinated and collective action meant there was no return to the 1930s, and within six months most countries were recovering. https://englundmacro.blogspot.com/2025/07/alistair-darling.html

  F/A-XX ska ersätta den amerikanska flottans F/A-18 Super Hornet, som också tillverkas av Boeing. Foto: Victor R Caivano (AP/TT) F/A-XX ska tjänstgöra ombord USA:s hangarfartyg och väntas träda i tjänst under 2030-talet. https://www.di.se/nyheter/boeing-sakrar-megakontrakt-pa-stridsflyg/ https://www.bloomberg.com/news/articles/2026-09-29/boeing-beats-northrop-for-next-navy-jet-contract-to-replace-f-18   Så här kan det se ut när det nya stridsflygplanet är klart och placeras ut på ett hangarfartyg. Bilden är skapad i dator. Foto: US Navy. https://www.svd.se/a/q6zmkm/usa-lagger-mangmiljardorder-pa-nytt-stridsflyg-for-flottan Talet om en andra eurokris – denna gång med epicentrum i Paris – tilltar, och det är lätt att förstå varför. https://englundmacro.blogspot.com/2026/09/talet-om-en-andra-eurokris-denna-gang.html Anders Borg (TT): Den stora risken var att Grekland skulle utlösa en kris i italienska, franska och tyska banker. https://englundmacro.blogspot.com/2026/09/anders-bo...

Anders Borg (TT): Den stora risken var att Grekland skulle utlösa en kris i italienska, franska och tyska banker TT 22 februari 2012 https://englundmacro.blogspot.com/2012/02/anders-borg-tt-den-stora-risken-var-att.html – Om Sverige behåller kronan kan Riks­bankens ränta skilja sig från ECB:s när inhemska förhållanden kräver det, till exempel om svensk ekonomi hamnar i någon typ av kris som vi själva skapat. Anders Borg, moderat finansminister mellan 2006 och 2014, lyfter en annan fördel med att behålla kronan. Precis som skett under denna lågkonjunktur brukar kronan för­svagas i samband med ekonomiska kriser.  Enligt Anders Borg kan det här hjälpa ekonomin eftersom svenska exportbolags varor blir billigare när kronan försvagas mot andra valutor. Därmed får de lättare att sälja till andra länder. – Att Sverige till exempel klarade sig bättre än många andra länder under den globala finanskrisen berodde på en rad faktorer, men det går inte att glömma bort effekten av att kronan försv...