29 juni. Strategernas intåg. Berlin Airlift. Yen Hits 40-Year Low. Iran Is Winning the Battle of Hormuz

Yen Hits 40-Year Low


The BOJ lifted its benchmark interest rate on June 16 to 1%, the highest since 1995.

https://englundmacro.blogspot.com/2026/01/japan.html


Tre av landets tyngsta strateger tror att uppgången kan fortsätta

https://englundmacro.blogspot.com/2026/06/tre-av-landets-tyngsta-strateger-tror.html



Vandenberg and the Berlin Airlift
https://englundmacro.blogspot.com/2026/01/vandenberg-and-berlin-airlift.html


Iran Is Winning the Battle of Hormuz

Tehran is using force to gain control over traffic through the Strait.

The Editorial Board Wall Street Journal 28 June 2026

https://englundmacro.blogspot.com/2026/04/8-april-vapenvila.html

Who Cares?


Breda uppgångar på Wall Street – Space X i täten
Fem av sju aktier inom ”Magnificent Seven” uppåt. Meta Platforms, Nvidia, Alphabet, Amazon, Tesla och Apple steg 1,3–8,5 procent. 
Microsoft och Apple var ned 1,2 procent respektive 0,7 procent.

Investerare tycks välja att köpa dippen efter föregående veckas röda siffror präglad av AI-oro.




Uppgången stöddes av att situationen i Mellanöstern 
åter lugnat ned sig
 efter helgens attacker
 samt en positiv börsöppning i USA.
https://www.di.se/live/gron-start-pa-handelsveckan-saab-lyfte/



Dagen innan

https://englundmacro.blogspot.com/2026/06/28-juni-xi-trump-och-putin.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