Stockholm och New York 26 mars
Krigsoro sänkte Wall Street – techjättar föll
Det fick oljepriset att lyfta till 107 dollar fatet och den amerikanska tioårsräntan att klättra 8 punkter till 4,42 procent.
Dollarn stärks samtidigt mot kronan och handlas för 9,44 kronor.
https://www.di.se/live/krigsoro-sankte-wall-street-techjattar-foll/
”Jag tror att marknaden kommer att vara extremt orolig inför helgen”, säger Bjarne Schieldrop på SEB.
https://www.di.se/nyheter/trumps-tidsfrist-pa-vag-att-lopa-ut-marknaderna-pa-helspann/
Stocks Fall as Trump’s Remarks Fuel Doubts on Deal
Shifting views on how long the Iran war will last sent stock, bond and oil markets to another session of big swings, with losses in equities accelerating after President Donald Trump said he wouldn’t commit to a deal to end the conflict.
https://www.bloomberg.com/news/articles/2026-03-25/stock-market-today-dow-s-p-live-updates
Advantage Iran
A month of bombing has achieved nothing. Will Donald Trump escalate, or talk?
The Islamic Republic has suffered dramatic blows. Many of its leaders, and hundreds of civilians, are dead. Its air defences are in pieces; its navy and missile launchers are largely gone.
And yet the regime endures. As we warned when this war began, its mere survival counts as a victory of sorts.
At home the regime’s grip is not easing, but has if anything been strengthened by the onslaught from America and Israel.
The hardline Revolutionary Guards are in control.
In the Gulf, America’s allies did not wish for war, but now fear that a wounded, defiant Iran may emerge as an even bigger threat than before.
Mr Trump must agree to a full ceasefire, and compel Israel to abide by it.
Talks on reopening the strait and steering Iran away from its nuclear programme will be bitterly difficult. And any eventual deal will be worse than what could have been struck before the war began, because Mr Trump has unwittingly strengthened the hand of hardliners and made clear the leverage they have over the strait.
The Economist 26 March 2026
https://www.economist.com/leaders/2026/03/26/advantage-iran
Germany Drafts Plan to Hit US Companies in Next Trump Clash
Officials in Berlin have started mapping vulnerabilities in US supply chains to identify points where Germany and its European Union partners could apply pressure.
The German government's goal is to create a consensus among EU nations on how they can use their leverage, if and when they get drawn into another dispute with the White House.
The Iran war turns out to be both harder and more necessary than Americans expected
https://englundmacro.blogspot.com/2026/03/the-iran-war-turns-out-to-be-both.html
Every past president since Bill Clinton, Republican and Democrat alike, has declared that Iran couldn’t be permitted to develop nuclear weapons.
Not one acted to prevent it.
https://englundmacro.blogspot.com/2026/03/bad-days-are-here-again.html
Dagen innan
https://englundmacro.blogspot.com/2026/03/stockholm-och-new-york-25-mars.html
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