15 maj. Lugnande ord från Maria Landeborn, Buy the Dip, Micron och Intel rasade 6 procent

 



I morse var det upp

Till skillnad från övriga Europa. Hm...

Stockholmsbörsen vände ned och avslutade fredagshandeln på minus 
https://www.di.se/live/gruvbolag-tyngde-rod-bors-garo-rapportfoll/



Fredagen präglas av sura börser. 
I Europa faller flera index med över 2 procent medan USA tyngs av en nedåtrekyl i den starka chipsektorn.

”Det smittar av sig på sentimentet”, säger Maria Landeborn om AI-sektorns nedgångar.


Trots att det finns många negativa rubriker tycker Maria Landeborn att det finns så pass mycket styrka i framför allt USA att framtida sättningar på börsen ”bör ses som ett tillfälle att öka risken lite”.
DI 15 maj 2026
https://www.di.se/nyheter/strategen-darfor-tyngs-varldens-borser-i-dag/



Rött på Wall Street 
Chipjättarna Micron och Intel rasade 6 procent vardera och Nvidia backade 4,4 procent efter Nvidia-vd:ns besök i Kina tillsammans med Donald Trump. Även AMD föll 5,7 procent.
https://www.di.se/live/rott-pa-wall-street-forsta-bakslaget-for-kursrusaren/






The Colorado River Is on the Brink of Disaster, 40 Million People Rely
https://englundmacro.blogspot.com/2026/05/the-colorado-river-is-on-brink-of.html







Global Bond Selloff Worsens
Investors shed government bonds around the world, propelling borrowing costs to multi-year highs from Japan to the US amid intensifying fears that war-driven inflation will force central banks to pursue higher interest rates.


G-7 to Discuss Bond Selloff 
“There’s been a global backup in bond yields as markets are pricing in, perhaps, inflation — a short term blip in inflation — that I believe is transient,” US Treasury Secretary Scott Bessent said Tuesday after meetings in Tokyo with Japanese policymakers.

The Young and the Reckless Buy the Dip
What’s more intimidating, an 800-pound gorilla or a horde of small ones? Big brokers and hedge funds used to move markets, and they still can, but there’s a new boss in town. 

Self-styled “apes” shocked Wall Street during 2021’s meme stock mania. Now they’re even more influential. 
Very active traders, mostly young people who get cues from social media, make up a subset of the millions of Americans who hold about $12 trillion in retail brokerage accounts. 

They punch well above their weight by moving in crowds and magnifying their impact with leverage.
That especially shows up when markets are volatile.

Older generations always think younger ones are reckless, whether it’s physical risks like riding a motorcycle or financial ones like day trading leveraged ETFs. 

The money divide is particularly stark at the moment because anyone 35 or younger today wasn’t old enough to buy or sell stocks when we last faced a prolonged, severe bear market. 

The Covid swoon broke a record for the speed of its recovery and coincided with millions of bored young people opening brokerage accounts.
Spencer Jakab Wall Street Journal May 15, 2026


Indonesia, the biggest Muslim-majority country, is on a risky path




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