Wall Street 28 oktober 2025



Nvidia upp 5 procent
Både Apple och Microsoft var över drömgränsen 
4 000 miljarder dollar i börsvärde under handelsdagen. 
Apple föll dock tillbaka medan Microsoft stängde upp 2 procent. 
https://www.di.se/live/ny-rekordstangning-pa-wall-street-nvidia-lyfte-rejalt/


EQT:s mål Investera 2.700 miljarder i Europa

 ”Vi vill bli störst i världen”

https://englundmacro.blogspot.com/2025/10/eqts-mal-investera-2700-miljarder-i.html


Stockholmsbörsens uppgångssvit bruten
https://www.di.se/live/stockholmsborsens-uppgangssvit-bruten/




Sveriges elbehov 300 TWh år 2045, dubblering från dagens nivå. Och den måste vara fossilfri.

Skakiga elpriser gör det svårt att räkna hem investeringar för fjärr- och kraftvärme. 

Sveriges Ingenjörer vill därför att regeringen nu inför en beredskapsbonus. 

Denna ska bestå av en ekonomisk ersättning till elproducenter vars kraftslag kan tillhandahålla fossilfri el när vi har som störst behov av det 

och har en avgörande betydelse för vår elförsörjning vid händelse av kris och krig.

https://www.di.se/debatt/hoj-eleffekten-och-stark-var-beredskap-i-en-orolig-tid/



The Fed’s $6.6 Trillion Test; QT after QE
https://englundmacro.blogspot.com/2025/10/the-feds-66-trillion-test-qt.html


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

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