Sur fredag på börsen.
Stängde på minus för fjärde handelsdagen av fem under den gångna veckan.
För bara två veckor sedan såg marknaden en sänkning som nästa steg från Riksbanken.
Nu tyder prissättningen tvärtom på att det blir en höjning.
Viktor Munkhammar DI 7 november 2025
Rejäl upphämtning på Wall Street under sista timmarna
Uppgångarna späddes på av förhoppningar om kring att den amerikanska nedstängningen snart ska vara till ända, detta trots att Republikanerna på fredagskvällen avvisade Demokraternas erbjudande för att bryta dödläget.
Buy the dip
Some of the conservative Justices may be reluctant to defy Mr. Trump on his beloved tariffs, but Mr. Sauer’s answer makes clear this case isn’t about one President. It’s a case for the ages.
It’s also about the credibility of this Court’s conservative majority, and the consistency of its rulings on major questions, fealty to statutory language, and whether a President can claim the taxing power as his own.
A 9-0 ruling would be right on the law and enhance the luster of the Court.
The Editorial Board WSJ Nov. 6, 2025
https://www.wsj.com/opinion/donald-trump-tariffs-supreme-court-ieepa-john-sauer-30769e88
Chefsdomaren John Roberts påpekade att det råder en diskrepans mellan Trumps svepande framfart med tullarna och hur lagen är formulerad.
https://englundmacro.blogspot.com/2025/11/godmorgon-torsdag-6-november-2025.html
The scale of the renewables revolution in China is almost too vast for the human mind to grasp.
By the end of last year, the country had installed 887 gigawatts of solar-power capacity—close to double Europe’s and America’s combined total.
The Economist 6 november 2025
New Aircraft Carrier Xi Jinping step in mission to modernize
The Chinese Dream is to Xi what Maga is to Trump
Höstens prisuppgång bland bostadsrätter håller i sig – med Stockholm som tydligt draglok.
Framför allt är det större lägenheter, gärna sekelskifteslägenheter med balkong, som efterfrågas, säger Pia-Lotta Svensson, fastighetsmäklare på Fastighetsbyrån Södermalm i Stockholm.
DI 7 november 2025
https://www.di.se/nyheter/uppat-for-bostadspriser-i-stockholm/
Asienbörserna faller på bred front på fredagsmorgonen
https://www.di.se/live/morgonkoll-breda-nedgangar-pa-asienborserna-2/
Julhandeln väntas passera 100 miljarder: ”Uppdämt behov”
https://englundmacro.blogspot.com/2025/11/julhandeln-vantas-passera-100-miljarder.html
"The Federal Council will determine its position taking into account Swiss law, including international law, Switzerland's foreign policy objectives as well as the preservation of financial stability in order to avoid unintended consequences for financial markets and future central bank operations in the international financial system,"
Where are Russia's immobilised assets? Nobody, except Belgium, wants to say. The debate about issuing a reparations loan to Ukraine has prompted one burning question: Where exactly are Russia's immobilised assets?
"The fattest chicken is in Belgium, but there are other chickens around," De Wever said. "Nobody ever talks about this."
Indeed, nobody, or hardly anybody, does.
Following De Wever's remarks at the inconclusive summit, Euronews reached out to the Western countries that, through media reports and independent analyses, have been identified as holding a share of the Russian Central Bank's assets.
Superstats-TV Euronews 6 November 2025
Cheap drones, phones, and solar are disrupting the global order.
Mark Blyth and Daniel Driscoll Project Syndicate Nov 6, 2025
Gårdagen
https://englundmacro.blogspot.com/2025/11/godmorgon-torsdag-6-november-2025.html
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