1 Juni. Iran avbryter USA-kontakter – börsen backar

 

Iran avbryter USA-kontakter – börsen backar

DI 1 juni 2026, 15:49
https://www.di.se/live/uppgifter-iran-avbryter-usa-kontakter-borsen-backar/


Iran’s slain supreme leader Ayatollah Ali Khamenei 
and his son Ayatollah Mojtaba Khamenei, 
his successor  as supreme leader.

The Islamic Revolutionary Guard Corps also told Iranian media that it had launched fresh attacks early on Monday.

US Central Command, which oversees operations against Iran, said in a statement published late on Sunday that it had struck Iranian “radar and command and control sites for drones” in Goruk and Qeshm Island this weekend. 

Financial Times 1 June 2026
https://www.ft.com/content/b425ebc9-18a9-4a0c-987d-10837df565bb?syn-25a6b1a6=1



It’s a strategic debacle for the US. 
Iran’s regime remains in place, fortified by discovering just how easily it can close one of the world’s most vital waterways. And so the market reaction has, of course, been euphoric:


The extraordinary boom in the chips needed to power artificial intelligence is of course critical to this. But there’s also an underlying confidence that the Iranian situation will not cause serious damage. 
The most powerful money managers’ optimism appears undented
John Authers 1 June 2026
https://www.bloomberg.com/opinion/newsletters/2026-06-01/a-strategic-debacle-but-stocks-keep-winning


Förväntningarna på en lösning i konflikten har varit en av motorerna bakom börsrallyt, men just därför ser SEB:s seniorekonom Robert Bergqvist en kortsiktig risk för en baksmälla.

”Det finns alltid det här med att man köper på rykten och säljer på fakta. När vi väl har ett avtal på plats tror jag att det finns en risk att vi tappar luft ganska snabbt”.
https://www.di.se/live/borsen-oppnar-svagt-nedat-y4ywc/


“Buy the rumour, sell the news”
https://englundmacro.blogspot.com/2026/05/29-maj-2026.html


 
I 30 år har Stockholms politiker försökt skapa en helt ny stad. Kistas nedgång visar hur svårt det är.

I 30 år har Kista betraktats som en lika viktig del av Stockholms utveckling som innerstaden. Här finns nämligen en av de första och viktigaste av de ”regionala kärnor” som är tänkt att stå för framtidens tillväxt. 
Kärnor där medborgarna ska ta del av allt det innerstaden har i form av jobb, nöjen, handel och service. 
Verklighetens Kista rör sig allt längre bort från den visionen.
Andreas Ericson SvD 2026-05-30
https://www.svd.se/a/Rjm2Ax/andreas-ericsons-ericssons-flytt-fran-kista



Dagen innan
https://englundmacro.blogspot.com/2026/05/31-maj.html






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