Wall Street och Stockholm 7 oktober 2024

oktober 07, 2024

Morgan Johansson Sverige inte stått upp för internationell rätt

SvD: Vägen till fred går via ett fritt Iran.

https://englundmacro.blogspot.com/2024/10/morgan-johansson-sverige-inte-statt-upp.html

I now claim to coin the term "balance sheet boom".

When shares och house prices rise many, but not all, are, or at least feel, richer.

They feel free to choose and free to spend.

That may go on longer than you can stay solvent.

https://englundmacro.blogspot.com/2024/10/balance-sheet-boom.html

”Det här är en jättegrej” Finansinspektionen, FI, det osäkert om alla nischbanker klarar kravet

https://englundmacro.blogspot.com/2024/10/det-har-ar-en-jattegrej.html

Black-swan events are sudden, awful, unpredictable and extremely rare; market crashes definitely qualify.

https://englundmacro.blogspot.com/2024/10/a-brief-history-of-crashes.html

Hurricane Helene caused havoc in North Carolina, killing dozens of people and stranding others, washing away homes, businesses and crops and knocking out electricity and water.

It also shut two mines that together produce about four-fifths of the world’s highest-quality quartz — a crucial ingredient in the production of semiconductors.

https://www.bloomberg.com/news/articles/2024-10-02/how-hurricane-helene-could-impact-the-global-semiconductor-industry

‘No Landing’ After Jobs Surprise?

https://englundmacro.blogspot.com/2024/10/no-landing-after-jobs-surprise.html