Wall Street 11 december 2025

 


China now has the biggest power grid the world has ever seen. 
Between 2010 and 2024, its power production increased by more than the rest of the world combined. Last year, China generated more than twice as much electricity as the U.S.
Some Chinese data centers are now paying less than half what American ones pay for electricity. 
WSJ 10 december 2025
https://www.wsj.com/tech/china-ai-electricity-data-centers-d2a86935?

 

The U.S. trade deficit has fallen to its lowest monthly level in five years, as trade patterns adjust to President Trump's steep tariffs.

The year-to-date trade deficit is 17% larger than in the first nine months of 2024—partly reflecting a flood of imports at the start of the year as U.S. companies stocked up before tariffs landed.

WSJ 11 december 2025

https://www.wsj.com/economy/trade/u-s-trade-deficit-fell-to-5-year-low-in-september-ff6a240d

The $8.7bn increase in exports in September mostly comprised a $6.1bn increase in non-monetary gold shipments, “which won’t show up in GDP”.

https://www.ft.com/content/41a9f325-9c17-4fb2-b4cf-064296d14042


Rejält lyft på Dow Jones – Nasdaq sänks av AI-frossa
Oracle rasade 10,8 procent 
https://www.di.se/live/rejalt-lyft-pa-dow-jones-nasdaq-sanks-av-ai-frossa/


https://www.ft.com/content/b9138f5e-5cfb-45b4-a66b-b6770fbea637



Muntert på Stockholmsbörsen
Stockholmsbörsen fick fart under eftermiddagen och stängde rejält upp. 
Saab tappade efter uppgifter om folkomröstning i Ukraina
https://www.di.se/live/muntert-pa-stockholmsborsen/



Buy the dip

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

Dagen innan

https://englundmacro.blogspot.com/2025/12/wall-street-10-december-2025.html


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