30 april. Oil Hits Wartime High. LRHW. La La land.

 Denna sida uppdateras - Will be updated

The Economist: Oil markets are still in La La land
https://englundmacro.blogspot.com/2026/04/the-economist-oil-markets-are-still-in.html

https://www.wsj.com/world/middle-east/u-a-e-opec-new-middle-east-32ceda56


The US military has asked for hypersonic missiles to be sent to the Middle East.

Dark Eagle, also known as the Long-Range Hypersonic Weapon, or LRHW

A tactical truck transports a Long Range Hypersonic Weapon Transporter Erector Launchers on Nellis Air Force Base, Nevada.Photographer: 1st Lt. David Kim/US Army

It is designed to glide to its target at more than five times the speed of sound and can maneuver to avoid interception.

https://www.bloomberg.com/news/articles/2026-04-29/us-seeks-to-deploy-hypersonic-for-the-first-time-against-iran


Oil Hits Wartime High 
Terminerna pekar mot ytterligare en röd handelsdag. Det skulle innebära en nedgångssvit på nio handelsdagar, vilket skulle vara den längsta nedgången sedan november 2011.



Efter en sur start glömde Stockholmsbörsen sina sorger och vände upp inför valborgsfirandet. 
”Börsen är extremt svårförutsägbar”, säger SEB:s seniorekonom Robert Bergqvist.
DI  30 april 2026
https://www.di.se/live/stockholmsborsen-duckade-morka-trenden/

Buy the Dip
FOMO - det Kan bli fred med Iran.

Forget buy the dip. 
Now retail investors are ‘trading the mania’ in chip stocks. Goldman Sachs finds individual investors are piling into leveraged semiconductor ETFs
Barbara Kollmeyer MarketWatch April 30, 2026
https://www.marketwatch.com/story/forget-buy-the-dip-now-retail-investors-are-trading-the-mania-in-chip-stocks-and-its-about-to-get-messy-08ef5540
 

Oil surges past $125
https://www.ft.com/content/ce575380-eccc-447c-a64e-493957d9b037?syn-25a6b1a6=1

TACO — Trump Always Chickens Out — has abruptly been replaced as a favorite meme by NACHO — Not a Chance Hormuz Opens. 

So what is preventing the reopening of the Strait?

Three factors: Trump’s ego, his ignorance, and the Iranians’ unfortunately justified belief that any agreement they reach with America would be effectively worthless.

Trump’s ego is so fragile that he can never admit losing. He cannot bear to face up to the reality that he, more or less single-handedly, led America to the greatest strategic defeat in its history. 

So he desperately wants to extract concessions from Iran that would lend him a fig leaf and allow him to claim victory.
Paul Krugman Apr 30




Vi väntar på Maria Landeborn
Hon brukar alltid ha några tröstande och hoppingivande ord när det går utför, eller är volatilt, som det heter på mäklarspråk.



Anthropic Considering Funding Offers at Over $900 Billion Value

https://www.bloomberg.com/news/articles/2026-04-29/anthropic-considering-funding-offers-at-over-900-billion-value

Anthropic 

https://englundmacro.blogspot.com/2025/09/ai-bolaget-anthropic-varderas-nu-till.html


Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn

https://www.ft.com/content/2138e81c-4d86-46f4-8ca0-287f8b737cdf?syn-25a6b1a6=1



Danske Bank når inte riktigt upp till förväntningarna
Danske Banks resultat före skatt blev 7.595 miljoner danska kronor i det första kvartalet. 

Dagen innan

https://englundmacro.blogspot.com/2026/04/29-april-vattenfalls-personalbonusar.html

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