Köpläge och stagflation 16 mars 2026 Happy Days Are Here again

A big buying opportunity is looming, say two of Wall Street’s biggest banks


Stockholmsbörsen på grönt
Marknaden håller fortsatt fokus på kriget i Mellanöstern där oljepriserna vänt ned något under dagen efter förhoppningar om att fler tankfartyg ska kunna passera genom Hormuzsundet.
https://www.di.se/live/stockholmsborsen-pa-gront-kinnevik-mot-strommen/

De ledande börserna i New York steg brett under måndagen sedan oron för att en långvarig stängning av Hormuzsundet ska påverka den globala försörjningskedjan dämpats bland investerare. 
Sjunkande oljepriser bidrog till riskviljan där den amerikanska WTI-oljan föll tillbaka 6 procent till omkring 93 dollar per fat samtidigt Nordsjöoljan Brent tappade 3,4 procent 
till omkring 100 dollar per fat.
https://www.di.se/live/breda-uppgangar-pa-wall-street-nvidia-tappade-fart/




Happy Days Are Here again
Trump misslyckas. Snart kommer oljan att flöda genom Hormuz igen. Oljepriset sjunkter. Europa sänder inga fartyg. Aktierna stiger. 
Alla är glada.
Allt detta har Marknaden redan räknat ut.

Dow jumps nearly 400 points 
as Russia-Ukraine tensions ease 
februari 15, 2022
https://englundmacro.blogspot.com/2026/03/happy-days-are-here-again.html


While traffic through Hormuz remains at a near-standstill amid the Iran war, US crude settled at $93.50 as a trickle of vessels started to find a way through the oil route.
https://www.bloomberg.com/news/articles/2026-03-15/oil-supplies-in-focus-ahead-of-stock-bond-open-markets-wrap


Att hålla Hormuzsundet öppet ligger i EU:s intresse, säger utrikeschefen Kaja Kallas – men någon utökad EU-insats blir det inte.
https://www.di.se/live/ingen-eu-insats-vid-hormuzsundet/



Blue Owls aktiekurs; Cliffwater $42 Billion Private-Credit Black Box


Are we really at risk of stagflation?
The term seems to have debuted in a 1965 speech on the UK economy by Tory Iain Macleod in the House of Commons.

2006-2007: The Calm Before the Financial Crisis.

The years prior to the financial crisis offer another example. A steady drumbeat of geopolitical developments had contributed to an insidious uptick in energy prices. 

Among other things, Israel fought a 34-day war with Hezbollah in Lebanon, and Iran’s nuclear program was being viewed with mounting concern on commodities’ trading desks.
Jonathan Levin Bloomberh March 16, 2026  








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