30 juni. Tysk förlust mot Paraguay, men goda nyheter från Östfronten. A global megatrend now under way. Ryskt nederlag i VK3.

 


Tyskt jättefiasko – utslaget av Paraguay
https://www.dn.se/sport/tyskt-jattefiasko-utslaget-av-paraguay-efter-straffdrama/

Attackvågor mot Moskva
Rapporterna kommer sedan Ukrainas president Volodymyr Zelenskyj i förra veckan tillkännagav en 40 dagar lång offensiv som ska pressa Ryssland till ett krigsslut. Bara under natten mot fredagen anföll Ukraina landet med sammanlagt 660 drönare.

Putin makes rare admission of fuel shortages caused by Ukrainian strikes

In Russia, the impact of Ukraine's missile and drone strikes on energy infrastructure from Moscow to the Black Sea and beyond has long been evident.

In recent months, Ukraine has been growing in confidence that the tide of war was turning in its favour, launching deep strikes on St Petersburg and Moscow, stepping up attacks on Crimea, and openly seeking to inflict maximum casualties along the front line.

BBC 29 June 2026

https://www.bbc.com/news/articles/clyw31zvpgmo

Det verkar som om Ryssland, i mediaskuggan av fotboll och Hormuz, håller på att förlora VK3.


Heatwave breaks records in Germany, Denmark and Czech Republic

An estimated 150 million people in Europe are now experiencing temperatures of over 35C.

BBC 27 June 2026

https://englundmacro.blogspot.com/2026/06/europa-hukar-sig-for-varmebolja.html


RE: Många av mina bästa vänner är klimatförnekare. De anser att det rör sig om normala svängningar i klimatet, istiden and all that.

Andra anser att det beror på våra utsläpp av växthusgaser.

Tonläget kan bli högt i debatten dem emellan.

Men tänk om båda har rätt. 

Då är det verkligen illa. 


SAS ska investera i upp till 40 stora långdistansflygplan från Airbus för över 10 miljarder dollar (cirka 97 miljarder kronor), enligt SAS.

A global megatrend now under way. 

More than $60tn of wealth in the US alone will pass into the hands of Gen Z and millennials before 2048

https://englundmacro.blogspot.com/2026/05/the-great-110-trillion-wealth-transfer.html


På tisdagsmorgonen väntas Stockholmsbörsen öppna grönt.



Börslyft i Stockholm – Investor på nytt rekord
Sentimentet stärktes av en minskad geopolitisk oro efter att Iran bekräftat att landet skickat en delegation till förhandlingar i Doha gällande situationen i Mellanöstern. 
https://www.di.se/live/borslyft-i-stockholm-investor-pa-nytt-rekord/



Dagen innan

https://englundmacro.blogspot.com/2026/06/29-juni-strategernas-intag-berin-airlift.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