I dag fredagen den 13
En turbulent börsvecka går mot sitt slut.
Fredagen ser ut att inledas med relativt små rörelser.
Victor Hultgren DI 13 mars 2026, 07:49
Börsen stiger mot nollan – EQT och Ericsson lyfter.
Oljepriset fallit till 99 dollar, 103 dollar tidigare under dagen.
Victor Hultgren DI 13 mars 2026, 13:16
Nedgången tilltog inför stängning
Cuban president says officials have held talks with the Trump administration
as Havana frees 51 prisoners
Wall Street Journal 13 March 2026
There is no light at the end of Cuba’s tunnel.
New York-börserna inleder slutet av veckan med uppgångar.
DI 13 mars 2026, 14:35
15.55
Likheter finns mellan upptakten till finanskrisen och vad som händer i dag.
Privat kreditgivning har vuxit explosionsartat. Raketsnabb lånetillväxt med låg transparens är ett välkänt recept för stora problem.
Men vi håller tummarna för att det faktiskt är annorlunda den här gången.
Agnetha Jönsson DI 13 mars 2026, 07:40
Back in the summer of 2008
— or just before the great financial crisis — two unsettling financial trends collided: oil prices surged to almost $150 a barrel and private funds holding subprime mortgages reported mounting losses.
Investors might now feel some déjà vu. Bad news is also tumbling out from the non-banking world, this time from private credit funds.
So should investors worry about a 2008-style systemic shock?
Probably not in the short term.
Gillian Tett Financial Times 13 March 2026
On Thursday August 9 2007, financial markets suddenly seized up. Since I /Tett/ was running the Financial Times markets team, I spent two days frantically trying to identify the reason for the panic.
Svenska sparare lever ofta i föreställningen att våra tillgångar är väl spridda, men i själva verket balanserar vi på en enda, darrande stylta: den svenska räntekänsligheten.
Andra Farhad SvD 11 mars 2026
War Is Raging. Tankers Are Burning. Yet the Stock Market Isn’t Panicking—for Now.
Yet, the oil price remains only around $100 a barrel, compared with an inflation-adjusted Brent crude price that hit $179 after the Iranian revolution in 1979.
Why is the price still so low?
Some stock markets have suffered badly, but Wall Street far less.
It’s easy for Trump to declare victory given the conflicting goals the administration has laid out for the war. But it takes two to end a war.
Markets were far too confident the war would be short, and are slowly adjusting to a slightly longer conflict.
It would only take a couple of sinking oil tankers, a downed civilian jet or a direct hit on the critical Saudi oil pipeline to change this assessment again.
James Mackintosh Wall Street Journal 12 March 2026
In recent days, the US and Israel have increased the pace and intensity of their bombing campaign on the assumption that they can force Iran to collapse or surrender.
The Iranian regime is in turn prepared to wage asymmetric warfare on the global economy for long enough to persuade Washington to view a political settlement as the only option.
Vali Nasr Professor at Johns Hopkins University, author of ‘Iran’s Grand Strategy’
Financial Times 13 March 2026
Iran’s Grand Strategy — imagining a world without American hegemony
The people who took us to war with Iran had and have no idea what they’re doing — they’re adolescents who think they’re playing video games while thousands die and the world careens toward economic crisis.
Paul Krugman 12 March 2026
5 procent av kapitalet i EQT är värt nästan 17 miljarder kronor
Why Bank Stocks Are Getting Beaten Up Over Private Credit
Some investors are cashing out of private-credit funds, and that could leave banks more exposed to them
Many private-credit funds have been barring the door for their clients. They had better hope their bankers don’t turn off the taps, too.
Funds that make loans to companies are also themselves borrowers, often from banks. When times are tough, they can borrow even more, in part to ensure they have enough cash to redeem investors who want out.
But stressed markets are also when banks might need to re-evaluate the commitments they have made to those funds.
Wall Street Journal 13 March 2026
Many private-credit funds have seen heavy outflows, as investors worry about their exposure to middle-market software companies, which were the recipients of lending during a 2021 wave of deals.
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