Wall Street 14 October 2025

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  Dow, S&P 500 and Nasdaq fall amid revived China trade angst
MarketWatch 14 oktober 2025
https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-retreat-china-trade-jpmorgan-citi-goldman-earnings-gold-falls


Trump Threatens China Cooking Oil Trade 
as Retaliation for Soybean Boycott

Dow Jones vände till plus – Walmart agerade draglok efter AI-lyft
https://www.di.se/live/dow-jones-vande-till-plus-walmart-agerade-draglok-efter-ai-lyft/

The US government shutdown rumbled on into a 14th day 
with no sign of it ending soon. 

Friday’s selloff broke something in the stock market. 

Investors who would like to fully focus on the start of earnings season are dealing with a reboot of trade tensions. A fresh China-U.S. spat over shipping is set to take a bite out of stocks at the open.

Trade impacts were all but forgotten, Nohshad Shah, head of fixed income at Citadel told clients. “Downside risks remain present (and underpriced). Friday’s news illustrates the vulnerability of equity markets to shocks at these valuations.” 

Watling said a big risk to the advice for investors to stay cautious is that buy-the-dip psychology proves sticky and his models get overrun. 

Barbara Kollmeyer MarketWatch Oct. 14, 2025 
https://www.marketwatch.com/story/fridays-selloff-broke-something-in-the-stock-market-heres-what-that-means-for-investors-f93ae0c3

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



Ericsson lyfte Stockholmsbörsen 
https://www.di.se/live/ericsson-lyfte-stockholmsborsen-basta-dagen-sedan-stenbecks-bortgang/

Friction is mounting in the Sino-American trade war. China has introduced a new dimension to the wide-ranging dispute by imposing sanctions on five U.S. subsidiaries shipbuilding company.

China’s Commerce Ministry on Tuesday accused the subsidiaries of “assisting and supporting the U.S. government probes and measures against Chinese maritime, shipbuilding and logistics sectors.”

MarketWatch 14 October 2025

https://www.marketwatch.com/story/a-new-front-opens-in-the-sino-american-trade-war-this-time-at-sea-6498fd98


https://www.bloomberg.com/news/newsletters/2025-10-14/china-plays-trump-at-his-own-game



Tariff conflict arises out of the collision course between two very different political mindsets.
The Chinese Dream is to Xi what Maga is to Trump

Regeringen vill hjälpa unga in på bostadsmarknaden genom att göra det lättare att låna.

https://englundmacro.blogspot.com/2025/10/regeringen-vill-hjalpa-unga-in-pa.html


Inte skatteavdrag för ränteutgifter vid belåning på kapitalförsäkring; rikaste tiondelen sitter på 73 procent av alla tillgångar i ISK-systemet

ISK; 300 personer. Genomsnittet i gruppen är ett ISK-sparande på 203 miljoner kronor.

https://englundmacro.blogspot.com/2025/10/inte-skatteavdrag-for-ranteutgifter-vid.html



Wallenbergägda FAM köper loss sfärens huvudkontor på Arsenalsgatan och representationsfastigheten Villa Täcka udden 

DI 14 oktober 2025


Fund managers headed into Friday’s sharp drawdown in their most bullish posture in eight months 

Bank of America’s global fund-manager survey showed its broadest measure of sentiment — based on cash levels, allocation to stocks and global growth expectations — at its highest level since February.



Why your stock and bond index funds outsmart 
Wall Street’s best and brightest
https://englundmacro.blogspot.com/2025/10/this-is-dumbest-stock-market-in-history.html








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