Börsen 27 juni 2025


One of Jamie Dimon’s daughters called him up from school with a question more than a decade ago: “Dad, what’s a financial crisis?”

Fed stumbled badly in its attempt to update US capital rules and bring them into line with the international Basel standards

https://englundmacro.blogspot.com/2025/06/how-to-avoid-bank-safetys-death.html


The stock market is on the brink of an all-time high, so Corporate USA is worth more than ever 

After-tax profits account for an unprecedented 10.7% of gross domestic product, when in the last 50 years of the 20th century, they never exceeded 8%. 


”Under samtalet bjöd president Xi in mig och Första damen på ett besök till Kina och jag bjöd in honom. 
Som presidenter för två stora nationer är det något vi båda ser fram emot att göra, skriver Trump.



Buy the dip
https://englundmacro.blogspot.com/2025/02/buy-dip.html

Wall Street stängde på grönt trots surt humör
https://www.di.se/live/wall-street-stangde-pa-gront-trots-surt-humor/


Stocks Are Defying the Naysayers. They Can Keep Going.
There are plenty of tail risks, and you might think that investors are being cavalier.
But don’t forget about the upside risks.
Jonathan Levin Bloomberg 27 June 2025
https://www.bloomberg.com/opinion/articles/2025-06-27/s-p-500-keeps-defying-the-naysayers-it-can-keep-going


Buy Backs, Banks Capital
https://englundmacro.blogspot.com/2025/06/buy-bacls.html


+0,53% i år

Kraftigt börslyft i Stockholm – Saab vände ned
https://www.di.se/live/kraftigt-borslyft-i-stockholm-saab-vande-ned/



AI-lagen är redan antagen – 
men nu vill Kristersson trycka på paus.

Kristersson står fast: 
Inga EU-lån för europeiskt försvar
https://englundmacro.blogspot.com/2025/06/ai-lagen-ar-redan-antagen-men-nu-vill.html


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