Wall Street 14 augusti 2025

 

Amerikanska bolåneräntor har fallit till

 den lägsta nivån hittills i år 6,58 procent

USA-börserna nära nollstrecket.  Samtidigt steg långräntorna igen.

Stockholmsbörsen lyfte på torsdagen med stöd av uppgångar i bland annat Atlas Copco och Saab

https://www.di.se/live/flera-rapportras-pa-stigande-bors/

Räntorna i såväl Europa som USA vände upp efter ett högt PPI-utfall i USA

https://www.di.se/live/uppat-for-usa-rantor-efter-prisstatistik/

In one of the more surprising developments of the current trading environment, U.S. stocks remained near record highs on Thursday

https://englundmacro.blogspot.com/2025/08/surprising-stagflation.html

If you’re feeling FOMO, envy and greed about record stock prices, you’re not alone. 

That’s how market bubbles form.

https://englundmacro.blogspot.com/2025/08/feeling-fomo.html

It’s really no mystery why equities are seeming to defy logic when you realize that fundamentals, rather than sentiment, ultimately prevail. 

Earnings for S&P 500 companies have grown 10.5% from a year earlier

At least anecdotally, the positive momentum in corporate fundamentals looks plausibly sustainable, which should help underpin equities even at current valuations. 

Jonathan Levin Bloomberg August 14, 2025  

https://www.bloomberg.com/opinion/articles/2025-08-14/record-stocks-show-big-business-came-prepared-for-trump 

Christina Nyman, chefsekonom på Handelsbanken, ser med tillförsikt på framtiden

https://englundmacro.blogspot.com/2025/08/christina-nyman-chefsekonom-pa.html

It is the sentiment, stupid

https://englundmacro.blogspot.com/2025/08/buy-dip-generation.html

It's the economy, stupid

https://en.wikipedia.org/wiki/It%27s_the_economy,_stupid