Wall Street 17 oktober 2025

 

Amerikansk kreditfrossa lägger sordin på stämningen världen över.

https://englundmacro.blogspot.com/2025/10/amerikansk-kreditfrossa-lagger-sordin.html


A bubble is hard to identify before it bursts, but bubblelike behavior isn’t.

From Sports to AI, America Is Awash in Speculative Fever.

https://englundmacro.blogspot.com/2025/10/greg-ip-bubble-is-hard-to-identify.html


A Polish judge has refused to extradite a Ukrainian citizen – suspected by Germany of sabotaging the Nord Stream gas pipelines in September 2022 – arguing that if Ukraine was responsible for the attack, then it was a "just" act.

Polish Prime Minister Donald Tusk, whose government is a key ally of war-torn Ukraine, immediately posted on X that the ruling was right.

BBC Friday 17 October 2025

https://www.bbc.com/news/articles/c8drmzv98jzo


Högrisklån - nordisk Junk - 675 miljarder kronor

https://englundmacro.blogspot.com/2025/10/hogrisklan-nordisk-junk-675-miljarder.html


Bitcoinpriset fortsätter att falla

https://englundmacro.blogspot.com/2025/10/bitcoinpriset-fortsatter-att-falla.html







Fyra dagars uppgångar på raken fick ett abrupt slut
Svagt veckoslut på börsen – Volvo rapportföll hårt
Blockposttransaktioner av den typ som SEB utreds för
 av EBM och FI
https://www.di.se/live/svagt-veckoslut-pa-borsen-volvo-rapportfoll-hart/

SEB AB’s handling of major sales in EQT AB shares is under investigation by Sweden’s financial watchdog and its public prosecutors, raising the possibility of penalties including jail terms for those involved.

https://www.bloomberg.com/news/articles/2025-10-14/sweden-probes-possible-front-running-in-eqt-shares-via-bank-seb


Åtta personer misstänks för grova insiderbrott i samband med att storbanken SEB sålde stora poster EQT-aktier, enligt Ekobrottsmyndigheten (EBM)

FI:s undersökning tar sikte på hur insiderinformationen hanterades av SEB inför fyra så kallade blocktransaktioner av EQT-aktier – förra hösten och i september i år.

https://www.dn.se/ekonomi/ebm-misstanker-insiderbrott-infor-eqt-affarer/


Ekobrottsmyndigheten utreder misstänkt insiderbrott i samband med blocktransaktioner Pressmeddelanden

https://www.ekobrottsmyndigheten.se/ekobrottsmyndigheten-utreder-misstankt-insiderbrott-i-samband-med-blocktransaktioner/


Key Treasury Department data is massively underreporting the amount of U.S. government debt held by hedge funds registered and incorporated in the Cayman Islands

https://englundmacro.blogspot.com/2021/12/a-sunny-place-for-shady-online-business.html


Wall Street vände upp på Trumps Kina-uttalande 
https://www.di.se/live/wall-street-vande-upp-pa-trumps-kina-uttalande-men-oracle-sjonk-pa-prognoser/


Recovery V-shaped, or more of a U or K?  Tobins Q och Englunds R

Jamie Dimon, chief executive of JPMorgan said: “When you see one cockroach, there are probably more. Everyone should be forewarned on this one.”




Bull markets typically end when investors believe prices can only go up. It’s a bad sign that retail investors so eagerly bought last week’s stock-market dip.

Data compiled by Yale University finance professor Robert Shiller confirms this contrarian argument.  Since 2001 he has been calculating a “Buy-on-Dips Confidence Index,” which measures the percentage of retail investors who believe that the stock market will rise the day after big drops. 
 
The historical precedents don’t guarantee that recent investor behavior will lead to market weakness. 

There have been past occasions, especially during bull markets’ blow-off phases, when the market keeps rising in the face of extreme “buy-the-dip” behavior. But that doesn’t mean risk hasn’t risen to dangerous levels.
Mark Hulbert MarketWatch 17 October 2025


Buy the dip
Dip buyers are being rewarded this week, 
as they frequently have over the past 15 years.
https://englundmacro.blogspot.com/2025/02/buy-dip.html





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