5 maj. Oil price. Solenergi. Ökad tro på fred


Ökad tro på fred gav nya indexrekord i USA
Bolag inom AI-hårdvara rusade.

Donald Trump uppgav att han ska diskutera konflikten direkt med Kinas Xi Jinping nästa vecka.

”Vårt basscenario för marknaden och ekonomin är att vi ser en lösning mellan USA och Iran inom kort. Det skulle möjliggöra att Hormuzsundet återöppnas och att energipriserna därmed sjunker”, säger Chris Senyek. 

https://www.di.se/live/okad-tro-pa-fred-gav-nya-indexrekord-i-usa/




Stockholmsbörsen rekylerade upp

Att USA inte svarade med våld på Irans attacker mot Förenade arabemiraten bör ses som att Donald Trump fortsatt vill se ett snabbt avslut på konflikten, skriver CNBC. 

Utvecklingen får oljepriserna att falla och börsen att pusta ut.

https://www.di.se/live/borsen-studsade-upp-rapportduo-rusade/



Both America and Iran want to have a deal. But...

But they have different deals in mind and are sticking to their red lines. 

Until one or the other, or preferably both, decide to offer concessions, renewed full-scale hostilities remain an incident away.

More than ever there is a strong risk of misperception and miscalculation of intentions and consequences. 

Both are classic ways in which crises slip out of control and wars escalate.

Jeremy Bowen BBC International editor 5 May 2026

https://www.bbc.com/news/articles/cgrpnq00j5vo

Det ultimatum som Österrike-Ungern skickade till Serbien 1914

Wall Street öppnar på grönt: ”Vapenvilan lever”

Marknaden verkar vända blad efter att måndagens iranska attacker mot Förenade arabemiraten hotat vapenvilan med USA. 

Det muntra humöret hänförs till flera positiva tecken i krigsutvecklingen. Bland annat betonar USA:s försvarsminister Pete Hegseth under en presskonferens att USA inte ”söker strid”. Han säger även att vapenvilan fortfarande gäller.

https://www.di.se/live/wall-street-oppnar-pa-gront-vapenvilan-lever/


De normala cyklerna för investeringar, finans och ekonomi verkar nästan oanvändbara.

https://englundmacro.blogspot.com/2026/05/de-normala-cyklerna-for-investeringar.html



Köpläge
Mer optimistisk än Maria Landeborn.

U.S. stocks pulled back on Monday but major indexes remained just shy of record territory.

Plenty of risks remain on the horizon. But one Wall Street veteran believes investors should stay strong, told clients that fundamentals still support higher equity prices.
Breakneck earnings growth during the first quarter has helped to reassure investors that corporate profits will continue to grow rapidly.
https://www.marketwatch.com/story/5-charts-that-explain-why-this-teflon-market-remains-so-resilient-5109c830

US said Tehran had launched cruise missiles at American warships and commercial vessels, and President Donald Trump said American forces had “shot down” seven Iranian small boats.

Brent crude held on to Monday’s gains to trade at around $115 per barrel.

Financial Times 5 May 2026

https://www.ft.com/content/2e483f6e-4ecc-4063-acac-9e2509ccda98?syn-25a6b1a6=1



At times like these, it’s important to remember that things can still get much, much, much worse.

The rest is effectively locked up in pipeline fills, minimum tank levels, and other operational constraints.

The system does not fail because oil disappears, it fails because the circulation network no longer has enough working volume.
Robin Wigglesworth Financial Times 5 May 2026
https://www.ft.com/content/8ebecab1-552e-4e12-96cf-c36d738aeb2e




Energy Price Shock Hit Europe?

Solar-power generation is setting fresh records across multiple markets on the continent, sending short-term electricity prices below zero on many weekends. 

In sunny Spain the average short-term electricity price, known as the “day ahead,” plunged to just 18 cents on Mar. 28, its lowest point in more than a decade. 

In Germany prices have plunged to negative values in recent days. Back in 2022 they were more than €200 per MWh.

Europe’s investment in power grids is paying off. This time the infrastructure is coping much better thanks to billions of euros of new investments.

Measured by the one-year-forward contract, German benchmark power prices are just 4% higher than their 2025 average. Compared with 2022, they’re down more than 90%. 

Yes, there is an oil shock: Jet fuel shows that. 

An all-encompassing energy shock? Not so much.

Javier Blas Bloomberg May 5, 2026 

https://www.bloomberg.com/opinion/articles/2026-05-05/iran-war-so-when-does-the-energy-price-shock-finally-hit-europe


De närmaste åren ska bostäder till ett värde av 2000 miljarder ärvas.


Tack för att du tittade

Uppmärksamhet; världens mest värdefulla resurs.

Tanken är nu att, i varje ögonblick när du tävlar om någons uppmärksamhet, tävlar du mot bokstavligen allt innehåll som någonsin producerats.


Thank You for watching

Attention; the world’s most valuable resource. 

The notion now is that at every single moment when you are competing for someone’s attention, you are competing against literally every piece of content ever produced.


Dagen innan - Day before

https://englundmacro.blogspot.com/2026/05/4-maj-iran-har-attackerat-amerikanskt.html



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