Wall Street 12 augusti 2025; ingen dip idag

 

Perplexity Comet Browser
https://englundmacro.blogspot.com/2025/08/ai-startup-perplexity-makes-345-billion.html


Wall Street’s biggest bear is expecting a 14% stock-market pullback

Septembersänkning fortsatt huvudspåret

Kärninflationen fortsatte att stiga i USA i juli. Men detaljerna såg lite bättre ut än väntat. Marknaden reagerade med svagare dollar och lägre räntor.

Viktor Munkhammar DI 12 augusti 2025

https://www.di.se/analys/septembersankning-fortsatt-huvudsparet/


Inflation, stagflation och prisnivå

https://englundmacro.blogspot.com/2025/08/prisniva-och-inflationstakt-di.html



Stockholmsbörsen lyfte på eftermiddagen 
efter de amerikanska inflationssiffrorna. 
https://www.di.se/live/stockholmsborsen-lyfte-rapportras-for-storskogen/


i år

6 månader



USA-börserna på nya rekord efter inflationssiffran
Statistiken visade att kärninflationen, det vill säga prisökningstakten exklusive mat och energi, uppgick till 3,1 procent i juli vilket bara var marginellt över förväntningarna.
https://www.di.se/live/usa-borserna-pa-nya-rekord-efter-inflationssiffran/


S&P 500 Hits Record as CPI 
Fuels Bets Fed Will Cut
https://www.bloomberg.com/news/articles/2025-08-11/stock-market-today-dow-s-p-live-updates


USA:s tidigare finansminister Timothy Geithner, som tjänstgjorde under Barack Obama, sade förra veckan att tullarna blir ”svåra att rulla tillbaka” eftersom politiker kommer att lockas av intäkterna. 

”Det kommer att bli svårt för det politiska systemet att hitta ett sätt att städa upp och reformera det tullarv som finns, eftersom man kommer att finna intäkterna alltför lockande”, sade Geithner till CNBC.

https://www.di.se/live/obamas-finansminister-tullar-kan-besta-efter-trump/




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