Godmorgon torsdag 6 november 2025

 


Canva populärt och enkelt program för grafisk design
https://englundmacro.blogspot.com/2025/11/canva-populart-och-enkelt-program-for.html


Sebastian Hallenius allokeringschef på Länsförsäkringar
Sebastian och Tomas
https://englundmacro.blogspot.com/2025/01/sebastian-och-tomas.html


Stockholmsbörsen stängde nära dagslägsta
https://www.di.se/live/stockholmsborsen-stangde-nara-dagslagsta-astra-zeneca-vinnare/


Nvidia backade med 3,7 procent 
därmed ned 9 procent på fem handelsdagar.
New York-börserna föll på bred front. Nasdaq föll tungt
https://www.di.se/live/ai-oron-tillbaka-pa-wall-street-nasdaq-foll-tungt/


For now, the buy-the-dip crowd is right until proven wrong.
https://englundmacro.blogspot.com/2025/11/for-now-buy-dip-crowd-is-right-until.html


James Mackintosh WSJ Speculation
https://www.wsj.com/finance/stocks/the-market-just-wobbled-will-it-fall-down-70a5ea3d


Chefsdomaren John Roberts påpekade att det råder 
en diskrepans mellan Trumps svepande framfart med tullarna 
och hur lagen är formulerad.

https://www.di.se/nyheter/trump-gar-mot-nederlag-i-hd-om-tullar/


The president has exercised tax and spending powers that belong to Congress. The Supreme Court might be ready to say ‘enough.’
Greg Ip WSJ Nov. 6, 2025


Trump Says Supreme Court Revoking Tariffs Would Be ‘Devastating’

The president went on to argue that he was able to force China to remove planned curbs on rare earths because of the threat of increasing tariffs on the country.

“That wasn’t a threat against us, that was a threat against the entire world,” Trump said. “I did this for the world.”

https://www.bloomberg.com/news/articles/2025-11-05/trump-says-supreme-court-revoking-tariffs-would-be-devastating


Here’s the administration’s legal problem: 

As authority for the challenged tariffs, Trump has relied solely on the International Emergency Economic Powers Act (IEEPA). 

But the word tariff never appears in that statute. Instead, during a declared national emergency, the IEEPA allows a president to “regulate” the “importation” of goods from other countries.

The administration says that “regulate” includes imposing tariffs. But in numerous statutes, Congress has expressly given the president the power to lay tariffs, and these statutes nearly always set forth important restrictions or procedures hemming in the president’s tariffing power. 


 6:e November 1632 - Kung Gustav II Adolf dör i slaget vid Lützen.

Rome, Habsburg and the European Union
https://www.internetional.se/paxromana.htm


Inflationen klart högre än väntat

KPIF låg kvar på 3,1 procent. Enligt analytikerkonsensus väntades inflationstakten falla till 2,9 procent. 

https://www.di.se/live/inflationen-klart-hogre-an-vantat/


Buy the dip

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


Gårdagen

https://englundmacro.blogspot.com/2025/11/godmorgon-5-november-2025.html





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