7 maj. Finland. Private Credit. Spaningsplan S 102B Korpen. Oscar Engelbert

 


Finland Is Ready for Russia. Is Anyone Else?


US Waits for Iran’s Peace Deal Response as Israel Hits Lebanon
https://www.bloomberg.com/news/articles/2026-05-07/us-iran-deliberate-peace-deal-with-nuclear-breakthrough-distant

Markets care far more about the Strait than Iran’s nuclear program.
John Authers boomberg May 7, 2026 
President Trump’s advisers are worried that Republicans 
will pay a political price for the rising fuel costs.
Many of those advisers are eager to end the war in hopes that prices 
will begin moderating before November’s midterm elections.
Demokratins seger och Kris 2,0




Börsen tyngs – Saab leder nedgångarna
7 maj 2026, 15:57
https://www.di.se/live/borsen-tyngs-saab-leder-nedgangarna/


Sur börsdag i Stockholm 
Likt övriga Europa, pressades under torsdagen trots att rekordbörserna i USA fortsatte uppåt.
https://www.di.se/live/sur-borsdag-i-stockholm-silex-rusade-i-debuten/

Wall Street tappar dagens uppgångar 
efter  nya iranska passageregler i Hormuzsundet. 
 CIA bedömer att Iran kan stå emot USA:s 
blockad betydligt längre än väntat. 
DI  7 maj 2026, 18:59
https://www.di.se/nyheter/wall-street-vander-ned-efter-nya-krigsuppgifter/ 


Wall Street föll tillbaka från rekordnivåer
 efter att nya krigsuppgifter fick investerare att vrida på sig och oljepriserna att stärkas. 
https://www.di.se/live/krigsuppgifter-sankte-fredshopp-pa-wall-street/



Niall Ferguson: Wars always take much less time to start than you think they will, and last much longer than you thought they could.
When Operation Epic Fury was launched on February 28, I was confident of one thing: that it would be a short war. Well, here we are, nearly 10 weeks later.
https://www.thefp.com/p/niall-ferguson-the-illusion-of-a-short-war-with-iran




Stocks Approaching ‘Manic’ Level
A quantitative model from Bloomberg Intelligence strategists suggests that investor sentiment has reached “manic” territory
This time, stocks rallied to record highs from an already elevated base, a dynamic that could limit future upside.

That doesn’t necessarily mean a crash is coming.
Bloomberg 7 May 2026
https://www.bloomberg.com/news/articles/2026-05-07/quant-model-shows-rally-in-stocks-is-approaching-manic-level




Oscar Engelbert förhörd – 
delgiven misstanke om brott
Expressen  6 maj 2026
https://www.expressen.se/ekonomi/aktier-och-bors/oscar-engelbert-forhord-delgiven-misstanke-om-brott/

Oscar Properties. Oscar Engelbert ensam kvar. Aktien kollapsar.

Förre finansmarknadsministern Peter Norman hoppar av Oscar Properties. Pengarna är nästan slut och, och bara entreprenören Oscar Engelbert är ensam kvar. Aktien kollapsar.

Den förra vd:n, grundaren Oscar Engelbert, sålde 12,4 procent av Oscar Properties för drygt 300 miljoner kronor vid aktiekursens kulmen våren 2017.
https://englundmacro.blogspot.com/2024/04/borsen-26-april-2024.html



UK 10 Y
https://www.telegraph.co.uk/business/2026/05/07/britain-closer-edge-stage-imf-bailout-50-years-ago/ 


Försvarsmaktens spaningsplan S 102B Korpen 

genomförde den 5 maj en utökad övervakningsinsats över västra och centrala Svarta havet med avfärd från Bukarests flygplats Henri Coandă. Det är tredje gången det sker.

https://www.dagensps.se/bors-finans/aktier/spaningsplanet-korpen-utkallat-till-svarta-havet/

S 102B är ombyggd för att bedriva flygburen signalspaning åt Försvarets Radioanstalt (FRA) och kan identifieras med hjälp av den avlånga apparatutbyggnaden undertill. 

S 102B kallas ibland Korpen och flygplanen Hugin och Munin.

https://sv.wikipedia.org/wiki/Gulfstream_IV

Armenien, Azerbajdzjan och Donald Trump

https://englundmacro.blogspot.com/2025/08/armenien-azerbajdzjan-och-donald-trump.html


Gundlach semi-liquid private credit

“Half the time it’s liquid. It’s liquid when you don’t want your money, and it’s illiquid when you do want your money.”


Dagen innan

https://englundmacro.blogspot.com/2026/05/6-maj-trump-fred-ekonomi-kult.html



Kommentarer

Skicka en kommentar

Populära inlägg i den här bloggen

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

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

Cognitive blind spots

Bild
Cognitive blind spots are undermining our ability to see the world as it is, rather than as we would like it to be. At the start of the 21st century, western elites generally assumed that globalisation, democracy and the free market were self-evidently good, and would keep spreading, creating peace. N o longer.  FIS, Swiss Federal Intelligence Service, has published a manual about cognitive blind spots. 18 different cognitive biases that hamper our thinking, such as “group think” (adhering to the cosy assumptions of our tribe), “anchoring” (relying exclusively on whatever information we see first, say on social media),  “confirmation bias” (only seeing data that reinforces pre-existing views),  “mirror imaging” (assuming others think like us),  “absence of evidence” bias (failing to think about the data we lack)  and “survivorship bias” (judging data only with success stories, not failures). Gillian Tett Financial Times 2 January 2026 https://www.ft.com/content/...
Läs mer