Englund

John Hassler och Överskottsmålet: Det har blivit någon sorts intellektuell regrediering. Assar Lindbeck. Calmfors. Elisabeth Svantesson. https://englundmacro.blogspot.com/2026/09/john-hassler-det-har-blivit-nagon-sorts.html AI. The right questions to ask are evolving. The biggest risk for today’s AI winners is not that AI fails but that it is so successful that the scarcity they can sell so profitably today becomes an abundant and cheap commodity. https://englundmacro.blogspot.com/2026/09/ai-right-questions-to-ask-are-evolving.html Hur kommer det sig att Birgitta Ed på kort tid har gått från hyllad till en belastning för Ulf Kristersson? I Moderata ungdomsförbundet, Muf, föll hon som 15-åring för den nästan fem år äldre Ulf Kristersson som hon var ”dödligt förälskad i”.  Birgitta Ed knöts till den borgerliga regeringen som tjänsteman och blev så småningom politiskt sakkunnig åt Europaminister Ulf Dinkelspiel (M). Efter segern i EU-omröstningen 1994 startade hon pr-byrån Sagt & ...

Den finanspolitiska tryggheten har ”raserats” och tajmingen för politikernas alla satsningar är ”helt oacceptabel”. Det säger en av finansministerns rådgivare, professor John Hassler.  Hassler är inte vem som helst. Under många år var han ordförande i Finanspolitiska rådet, myndigheten som är en vakthund för ekonomisk politik.  I dag är han en av ledamöterna i finansminister Elisabeth Svantessons ekonomiska råd. https://www.regeringen.se/pressmeddelanden/2023/01/finansministerns-forsta-mote-med-ekonomiska-radet/ I dagarna invigs också Assar Lindbeck centrum vid universitetet, med John Hassler som föreståndare. Uppdraget är att ge ”råd till beslutsfattare och en bred allmänhet”. Lars Calmfors, professor emeritus och också medlem av finansministerns ekonomiska råd, sa härom dagen till och med att ”alla partier har övergett det finanspolitiska ramverket”. – Jag håller helt med Calmfors. Det är en upplösning av normerna, säger Hassler. Men kan man verkligen prata om att ramverket ...

  Tall i sol, Lidingö. Tall i sol, som Monnet, enligt Ai-Perplexity.

  France and Spain have been among the hottest locations this week with temperatures exceeding 40C at times. On Thursday, El Granado in south-west Spain reached 45.7C, the country's highest temperature recorded this year. It is very unusual for the annual maximum temperature to occur outside of July and August. The extreme heat is forecast to intensify for central and eastern areas over the next few days. BBC 5 September 2026 https://www.bbc.com/weather/articles/cyvzq94g604o

  Andréa Hedin (M), oppositionsborgarråd i Stockholms stad, är upprörd över Socialdemokraternas planer på en krog i kommunal regi.  Foto: Freya Sirkén Epoch Times 5 september 2026 https://www.epochtimes.se/politisk-strid-om-kommunal-krog Andréa Marieanna Arlene Hedin, född Ström https://sv.wikipedia.org/wiki/Andr%C3%A9a_Hedin#%C3%96versikt

Socialism with Chinese characteristics. Socialism with Chinese characteristics is a term used by the Chinese Communist Party (CCP) and the People's Republic of China (PRC) to encompass its political theories and policies. The term was first established by Deng Xiaoping in 1982. https://en.wikipedia.org/wiki/Socialism_with_Chinese_characteristics Deng visited Singapore in November 1978. Lee Kuan Yew told him that if Singapore Chinese who were the descendants of poorly-educated coolies could make good, how much better mainland China could be if the right policies were adopted. Besöket skulle i grunden rita om världsekonomin. https://englundmacro.blogspot.com/2024/06/deng-xiaoping-ran-china-despite-having.html "Your gateway to trusted insight and commentary from China's most influential voices – straight from the heart of Shanghai." "We will support foreign-invested enterprises to become more effectively integrated into China's vast market and encourage them to ...

The "Correct the Map" resolution, sponsored by Togo and backed by African Union (AU) members, passed with the support of 164 nations, including France and the UK. The United States was the only nation to vote against it - and there were six abstentions. The Mercator map, which has been in common use since the 16th Century, has come in for criticism as it shows Africa as similar in size to Greenland, even though it is 14 times larger. The distortion of his map is a result of the fact that it is impossible to accurately represent the surface of a globe on a two-dimensional chart. Whenever a map of the world is drawn, compromises need to be made. BBC 4 September 2026 https://www.bbc.com/news/articles/ce30vp55dnlo All map projections are imperfect https://englundmacro.blogspot.com/2026/02/all-map-projections-are-imperfect.html

  Brent crude is up almost 60% this year Iran’s forces continued to target vessels transiting Hormuz this week, and fired missiles at Jordan, Kuwait and Bahrain.  https://www.bloomberg.com/news/articles/2026-09-03/latest-oil-market-news-and-analysis-for-sept-4 Dåliga nyheter är goda nyheter. Under fredagseftermiddagen är det dags för färska amerikanska jobbsiffror.  Ipek Ozkardeskaya, marknadsstrateg på Swissquote Bank, poängterar att en svag jobbsiffra hade kunnat ge ränteduvorna i Fed medvind och trycka ned på marknadsräntorna och dollar samt ge stöd till aktiemarknaden. ”Om de amerikanska jobbsiffrorna däremot är starka, och det är en möjlighet, så kommer marknadens fokus och rädsla fortsätta att riktas mot inflationen. Det kan lyfta räntorna ytterligare och tynga aktievärderingarna”, skriver hon i ett morgonbrev. Viktor Mölne DI 4 september 2026, 10:49 https://www.di.se/nyheter/dags-for-manadens-viktigaste-siffra-sa-ar-forvantningarna/   US Adds 162,000 Jobs, Top...

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...

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...

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...

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...

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...