Rolfs länktips 18 december 2024

 

David Lammy, the Foreign Secretary, has condemned the Kremlin’s “gangster threat” against The Times after the newspaper defended Ukraine’s assassination of a senior Russian general in Moscow.

Telegraph 18 ecember 2024

https://www.telegraph.co.uk/world-news/2024/12/18/russia-ukraine-zelensky-putin-war-latest-news16/

Fed sänker styrräntan med 25 punkter till spannet 4,25-4,50 

Men skruvar upp räntebanan. S&P 500 backar 

Two cuts for 2025 if the economy grows steadily and inflation continues to decline. 

In September, officials had penciled in around four cuts next year.

https://www.wsj.com/economy/central-banking/fed-cuts-interest-rates-again-but-officials-expect-fewer-reductions-in-2025-70562fac

What’s the Fed’s ‘Neutral’ Interest Rate?

https://englundmacro.blogspot.com/2024/12/whats-feds-neutral-interest-rate.html

Tunga ekonomer vill se dubbelsänkning

https://englundmacro.blogspot.com/2024/12/tunga-ekonomer-vill-se-dubbelsankning.html

Long-dated Treasury yields end at nearly 7-month highs after Fed projects fewer rate cuts in 2025 - MarketWatch

Stockholms­börsen har haft en mer modest utveckling i år, 

på drygt 7 procent,

Maria Landeborn tror på en ekonomisk återhämtning 2025 

som kan ge skjuts till aktiemarknaden

 om den sker första eller andra halvan av året är för tidigt att säga.

DI 17 December 2024

https://www.svd.se/a/qP7Jow/julrallyt-pa-borsen-usa-i-topp-medan-sverige-halkar-efter

We’re Burning More Coal Than Ever Thanks to China

Predictions of declining demand for the world’s most polluting fossil fuel are premature.

Bloomberg 18 December 2024

https://www.bloomberg.com/opinion/articles/2024-12-18/we-re-burning-more-coal-than-ever-thanks-to-china

Röd stängning i USA

Ledande index stängde ned 2,6-3,6 procent. 

https://www.di.se/live/rod-stangning-i-usa-fed-smocka-mot-borserna/

21.00

21.46

Börsen stänger på ljusgrönt – SBB rusade

https://www.di.se/live/borsen-stanger-pa-ljusgront-sbb-rusade/

Dagen innan

https://englundmacro.blogspot.com/2024/12/rolfs-lanktips-17-december-2024.html

Stock Market Data CNN

https://edition.cnn.com/markets

My website

https://internetional.se/

about me

https://englundmacro.blogspot.com/2021/11/what-have-i-done-caveat-emptor.html