Stockholm och New York 12 februari 2026

 Prova med att högerklicka - din webbläsare kanske kan översätta till .svenska.


Pressat Wall Street stänger tungt ned

Det tekniktunga Nasdaqs kompositindex backade 2 procent och Dow Jones 1,3 procent.

Apple stängde på minus 5 procent, Palantir backade 4,8 procent och Amazon som sjönk tillbaka 2,3 procent.

Än större var nedgången i nätverksutrustningstillverkaren Cisco  föll 12,3 procent 

https://www.di.se/live/pressat-wall-street-stangde-tungt-ned/


Börsen stiger till nya rekord

Stockholmsbörsen har handlats på rekordnivåer de senaste dagarna och inleder även torsdagen i positiv anda. 

Strax efter öppning är breda index OMXSPI upp 0,4 procent samtidigt som storbolagsindex OMXS30 stiger 0,5 procent.

DI 12 februari 2026

https://www.di.se/live/borsen-stiger-till-nya-rekord-rapportlyft-i-nibe/


Börsen inledde torsdagen uppåt men 
vände ned under dagen och stängde på rött. 
https://www.di.se/live/borsen-stanger-pa-minus-yubico-rasade-tvasiffrigt/

Wall Street vänder tvärt ned



18.50



Just five big tech companies are projected to spend a total of $3 trillion on property and equipment over the next four years, and that rapid growth is making it harder to analyze their earnings.

Much of the equipment these companies are buying, such as chips for artificial intelligence, will be gradually written down in value over five or six years, hitting profits.
https://englundmacro.blogspot.com/2026/02/big-tech-accounting.html


AI Can Be Transformational and Still Be a Bubble
America's capital markets have rallied to finance the artificial intelligence boom, with "hyperscalers" expected to invest more than $3 trillion through 2030 in data and power infrastructure.

Private-credit firms have loaned an estimated $200 billion, some of which is probably borrowed from banks.
Bloomberg editorial February 12, 2026 
https://englundmacro.blogspot.com/2026/02/ai-threatens-finance-industry.html


There is no light at the end of Cuba’s tunnel. 
https://englundmacro.blogspot.com/2026/02/oil-revivaland-democracyin-venezuela.html


Bitcoin is still about $70,000 too high
The crypto crash is coming — and the landing won’t be pretty
Jemima Kelly Financial Times Feb 8 2026 

















Kommentarer

Skicka en kommentar

Populära inlägg i den här bloggen

Pfizer in 2019 sold $20 billion of drugs in the U.S. Its federal tax bill? Zero; Ireland

Trump has already singled out pharma companies and countries like Ireland that reap the benefits of tax-avoidance moves.  Despite its small size, Ireland ran an $87 billion trade surplus with the U.S. last year—larger than any country except China, Mexico and Vietnam. https://www.wsj.com/health/pharma/how-trumps-tariffs-could-upend-pharmas-overseas-tax-strategy-5b8ca758 Is Ireland vulnerable again as the world’s vast shadow banking system starts to crack? Shadow banking is the dog that has not barked during the latest global spasm of financial stress. This is very fortunate, especially for small countries such as Ireland that have bet the farm on this industry. https://englundmacro.blogspot.com/2023/04/is-ireland-vulnerable-again-as-worlds.html Cayman Islands https://en.wikipedia.org/wiki/Cayman_Islands What the heck is happening in the Cayman Islands? A Sunny Place for a Shady Online Business https://englundmacro.blogspot.com/2021/12/a-sunny-place-for-shady-online-business.html Ti...
Läs mer

My blogg short index

Bild
1968 Vojne, vojne, vänsterdårarna kommer AI Artificial intelligence https://englundmacro.blogspot.com/2025/06/ai-artificial-intelligence.html Akvedukten vid Zaghouan, Sven Otto Littorin och Niall Ferguson. Denna vackra betraktelse från 1994 har sedan dess legat i mitt bakhuvud. https://englundmacro.blogspot.com/2024/04/akvedukten-vid-zaghouan-sven-otto.html Alistair Darling, Northern Rock och Royal Bank of Scotland https://englundmacro.blogspot.com/2025/07/alistair-darling.html Bank stress tests https://englundmacro.blogspot.com/2025/06/bank-stress-tests.html Bessent https://englundmacro.blogspot.com/2025/06/bessent.html Gordon Brown https://englundmacro.blogspot.com/2025/07/gordon-brown_5.html Buy the dip https://englundmacro.blogspot.com/2025/07/buy-dip.html Fastighetsbolagen https://englundmacro.blogspot.com/2025/07/fastighetsbolagen.html Tomas Fischer https://englundmacro.blogspot.com/2025/07/tomas-fischer.html James Grant https://englundmacro.blogspot.com/2025/07/james-grant.h...
Läs mer

Cognitive blind spots

Bild
Cognitive blind spots are undermining our ability to see the world as it is, rather than as we would like it to be. At the start of the 21st century, western elites generally assumed that globalisation, democracy and the free market were self-evidently good, and would keep spreading, creating peace. N o longer.  FIS, Swiss Federal Intelligence Service, has published a manual about cognitive blind spots. 18 different cognitive biases that hamper our thinking, such as “group think” (adhering to the cosy assumptions of our tribe), “anchoring” (relying exclusively on whatever information we see first, say on social media),  “confirmation bias” (only seeing data that reinforces pre-existing views),  “mirror imaging” (assuming others think like us),  “absence of evidence” bias (failing to think about the data we lack)  and “survivorship bias” (judging data only with success stories, not failures). Gillian Tett Financial Times 2 January 2026 https://www.ft.com/content/...
Läs mer