Stockholm och New York 24 februari 2026

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Consumer Confidence Improved In February

Rose to 91.2. 

Economists polled by The Wall Street Journal had expected a reading of 86.8.

https://www.wsj.com/economy/central-banking/consumer-confidence-improved-in-february-24c3b70e



Stockholmbörsen hakade på Wall Street uppåt, och stänger tydligt upp. 

https://www.di.se/live/stockholmsborsen-stanger-pa-plus/


Jamie Dimon JPMorgan acknowledged that there was a growing number of fintech competitors beating JPMorgan in crucial businesses.

“There are tons of payments companies: Chime, Revolut, PayPal, Stripe,” he said.

“We got our asses kicked in certain parts. We got beat badly. We have to compete at that level too. We can’t just put our heads in the sand.”

Wall Streat Journal Feb. 23, 2026

https://www.wsj.com/finance/banking/jamie-dimon-dismisses-fears-over-how-ai-will-hit-jpmorgan-f4e31e35


Anthropic Pushes Claude Deeper Into Knowledge Work

Anthropic also on Tuesday announced new “plug-ins,” or customizable agents, for workflows across financial analysis, investment banking, equity research and other areas, expanding upon its previously announced plug-ins for the legal sector. 

“We’re not a company that is trying to own every workflow inside of every tool. We’re trying to help people get their work done,” 

Wall Streat Journal Feb. 24, 2026

https://www.wsj.com/articles/anthropic-pushes-claude-deeper-into-knowledge-work-23bd5abe


Did a blog post just cause software stocks to lose more than $200 billion in market cap?

There could be various factors behind the latest selloff, particularly a weekend post from Citrini Research 

https://www.citriniresearch.com/p/2028gic?hide_intro_popup=true

which imagined a future scenario where AI drives dramatic productivity boosts and mass underemployment.

There’s another AI-doom post doing the rounds. This time, the S&P 500 dives nearly 40%. 

A booming AI economy may be very bad for the broader economy, according to Citrini Research. What if artificial intelligence actually meets or exceeds the hype around it, but that turns out to be very bearish for stocks? That’s the scenario posed by a new piece of commentary doing the rounds over the weekend, which has caused quite a flutter online.

The piece, co-authored by Citrini Research and guest Alap Shah, managing partner at Lotus Technology Management, is written as a lookback from June 2028, when the unemployment rate has just risen to 10.2% and the S&P 500 is down 38% from its Oct. 2026 highs around 8,000.

https://www.marketwatch.com/story/theres-another-ai-doom-post-doing-the-rounds-this-time-the-s-p-500-dives-nearly-40-13162b42




IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame

IBM’s stock ended Monday down 13% as Anthropic’s Claude Code threatens to dismantle a critical part of its business.

https://www.marketwatch.com/story/ibms-stock-heads-for-worst-month-in-34-years-and-anthropic-is-partly-to-blame-cfef2c5f



Governments should consider taxing incremental or windfall gains from AI, Shah, chief investment officer at Lotus Technology Management, said in a Bloomberg TV interview. 

Without it, rising unemployment will hit consumption, with the US likely among the most affected. Shah sketched out a scenario where 5% of white-collar workers could be cut within 18 months.
Bloomberg 24 February 2026


A bad day at the office.

https://www.bloomberg.com/news/articles/2026-02-23/massive-northeast-storm-knocks-out-power-scrubs-10-000-flights


Bill McDermott, chief executive of ServiceNow
A spirited defence against “speculation that AI will eat software companies”.
After a $100bn slide in his company’s market value over the previous year, analysts applauded him for directly addressing the biggest fear stalking his industry. 

Not that it did any good: ServiceNow’s shares have since fallen a further 22 per cent.
Financial Times 24 February 2026


Trots gårdagskvällens nedgångar på Wall Street ser Stockholmsbörsen ut att kunna öppna svagt uppåt på tisdagen.
Victor Hultgren DI 24 februari 2026, 08:15


Riskkapitalbolaget EQT var en av måndagens stora förlorare med ett kursfall på nästan 9 procent, men på tisdagen stiger aktien 0,2 procent.





CNBC rapporterar om slakten på världens största kryptovaluta bitcoin. 
Tipset nu är: Ha is i magen

Bitcoin har sett en kraftig utförsäljning sedan oktober i fjol då kryptovalutornas flaggskepp passerade 125 000 dollar. Hittills i år är bitcoin ner med 27 procent och har tappat 50 procent i värde sedan toppnivån i oktober.




SCB: Arbetslösheten steg för tredje året i rad under 2025

Under 2025 ökade antalet arbetslösa med 30.000 personer till 510.000. Det motsvarar ett arbetslöshetstal på 8,8 procent.
Det visar statistik från SCB:s arbetskraftsundersökningar (AKU).
DI 24 februari 2026, 08:25






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