Stockholm och New York 27 mars. Hormuz, global food crisis

 

Wall Street avslutar veckans handel på minus
Nasdaq  tappade 2,2 procent. Oljepriset klättrar till 114 dollar
https://www.di.se/live/wall-street-avslutar-veckans-handel-pa-minus/


Stockholmsbörsen på minus 
trots Donald Trumps förlängda paus mot Iran. 
Oljepriset fortsätter uppåt och  försvarssektorn
 backade på bred front.
https://www.di.se/live/forsvarsbolag-backade-pa-rod-bors/



The blackest of black swans

The longer Trump’s war drags on, the worse the coming global food crisis. The war in the Gulf has hit the epicentre of global fertiliser /gödningsmedel/ production.

The crunch is happening just as the big farming belts of the northern hemisphere near the spring planting season and just as Australia approaches winter planting. It is the blackest of black swans.

https://englundmacro.blogspot.com/2024/07/the-black-swan-impact-of-highly.html

Abdolreza Abbassian, the former head of commodities at the United Nations’ Food and Agriculture Organization, said the markets did not yet seem to grasp the full gravity of what was already in the pipeline.

“It will be bad enough even if the Strait of Hormuz is reopened tomorrow but if the war goes on for another month or more, it is going to be a really horrifying crisis unlike anything any of us have ever seen before,” he said.

Ambrose Evans-Pritchard Telegraph 27 March 2026

https://www.telegraph.co.uk/business/2026/03/27/longer-trump-war-drags-on-worse-coming-global-food-crisis/

Gulf states are a major source of fertilizer, and it’s too late to avert the effects of an export disruption.

WSJ 24 March 2026

https://www.wsj.com/opinion/the-iran-wars-other-energy-shortagefood-9be83005


https://www.wsj.com/opinion/iran-regime-negotiations-steve-witkoff-donald-trump-3fb38794

Efter en skakig gårdagskväll på Wall Street ser Stockholmsbörsen ut att kunna inleda fredagen med stigande index. DI 27 mars 2026, 08:12

https://www.di.se/nyheter/marknaden-tvivlar-pa-taco-trump/


Buy the Dip? Volatilt och skakigt.

https://englundmacro.blogspot.com/2026/03/buy-dip.html


”Ekot från 2008 blir allt svårare att ignorera”
Apollo Global Management är den senaste finansjätten att begränsa uttagen ur en av sina viktigaste privatkreditfonder.
Det sker sedan investerare begärt uttag på omkring 1,6 miljarder dollar från fonden Apollo Debt Solutions BDC 
https://www.svd.se/a/5ppEEm/bankrusning-pa-wall-street-privata-investerare-vill-ha-ut-sina-pengar

Private Credit Is Bad, But Not 2008 Bad; Exodus Spreads to Consumer Loans
https://englundmacro.blogspot.com/2026/03/private-credit-is-bad-but-not-2008-bad.html


The Iran War Is Now All About the Future of Hormuz

If Iranian leaders are, as Donald Trump says, “begging” him for terms to end the war, they have a very odd way of showing it.

Tehran views control of the Strait of Hormuz as a potential route to its longer-term survival and a geopolitical tool and deterrent, which could give Iran enormous leverage and upend the freedom of navigation guaranteed by the US Navy.

US deploying a small ground force to the Persian Gulf and Iran legislating to turn the Strait of Hormuz into a permanent toll booth — and it seems we are in for a longer conflict.

Marc Champion Bloomberg March 27, 2026

https://www.bloomberg.com/opinion/articles/2026-03-27/iran-war-is-now-all-about-the-future-of-the-strait-of-hormuz


Why is it so hard to pass through the Strait of Hormuz?

https://www.bbc.com/news/videos/cx24jk0z74yo


Dagen innan

https://englundmacro.blogspot.com/2026/03/stockholm-och-new-yor-26-mars.html







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

Stockholm och New York 12 februari 2026

Bild
 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 vände...
Läs mer