12 juli. Iran stänger Hormuzsundet – USA svarar med nya attacker, How to Invest When the Global Crises Never Stop.

USA har svarat med en ny våg attacker mot 140 mål.

SvT 12 juli 2026

https://www.svt.se/nyheter/utrikes/iran-stanger-hormuzsundet-usa-svarar-med-nya-attacker

Iran’s Revolutionary Guard Corps claimed to have destroyed several key US facilities across the Gulf, including a refuelling station for American aircraft carriers at the Port of Duqm, Oman.

Five Arab states were targeted during the attacks, including Qatar, a key mediators in peace negotiations, prompting a furious response from the region.

The strikes were the most extensive wave of attacks since fighting restarted this week.

Telegraph 12 July  2026

https://www.telegraph.co.uk/world-news/2026/07/12/iran-us-war-latest-gulf-strikes-trump-peace-talks-khamenei/



Trump's Iran Blunder Shows Strategy Can Defeat Firepower
Tehran had a plan to choke the global economy and survive. Trump had no real plan at all.





How to Invest When the Global Crises Never Stop

More war. More political conflict. More weather disasters. The basic problem is the return of superpower conflict and the withdrawal of the U.S. as the world’s policeman

The on-off U.S.-Israeli war on Iran offers a template. Every time it flares up stocks fall, bonds fall and even gold falls.

The obvious pushback is that investors should know all this, and that’s why bond yields are stubbornly high. U.S.-China rivalry isn’t news to anyone, and you would have to be living in a cave to be unaware of Russian aggression in Europe, ever-louder Chinese claims on Taiwan or, under President Trump, U.S. territorial ambitions in the Americas.

The massing of Russian troops on the Ukrainian border before the 2022 invasion was well known, and both Britain’s MI6 and the CIA warned of Russian President Vladimir Putin’s plans in advance. 

S&P 500 fell into a bear market as war boosted already soaring inflation. Bell says investors were similarly sanguine about U.S. ships massing near Iran before they attacked. 

“markets don’t really price geopolitical things until they actually happen, even if the risks are very clear.”
James Mackintosh Wall Street Journal 11 July 2026


Wall Street avslutade veckan med flaggan i topp. 

https://englundmacro.blogspot.com/2026/07/10-juli.html

Jag finner detta svårt att förstå, eftersom den stora uppgången den senaste tiden har sin grund i marknadens tro att fred är antågande (FOMO). 


https://englundmacro.blogspot.com/2026/07/vandpunkten-31-mars-2026.html


Dagen innan

https://englundmacro.blogspot.com/2026/07/10-juli.html

 


Kommentarer

Skicka en kommentar

Populära inlägg i den här bloggen

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

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

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