14 juli. Oljepriset. 30-årsräntan. Hyperscalers invest $5.8 trillion. Dip Buyers. Slaget om Wien. Inflation is still too high.

Det skall vi fira14 juli. 18 000 ryttarkrigare under Johan Sobieski överföll de osmanska ställningarna vid slaget om Wien.

https://englundmacro.blogspot.com/2026/07/det-skall-vi-fira-14-juli-18-000.html



Uppgångarna på Wall Street tilltog under tisdagen. Samtidigt sjönk oljepriset tillbaka efter att under dagen ha nått det högsta nivån på en månad.

https://www.di.se/live/gron-stangning-pa-wall-street-yyInx/


Handelsdagen inleddes med tunga nedgångar efter att flera rapporterande bolag fallit. Men under eftermiddagen vände börsen upp igen och stängde runt nollstrecket. I botten bland storbolagen ligger Ericsson som rasade tvåsiffrigt.
https://www.di.se/live/stockholmsborsen-aterhamtade-sig/

IBM vinstvarnade. Rasade 25 procent, det största fallet i bolagets historia.

https://www.di.se/live/ljusgron-oppning-pa-usa-borserna/

Ukraine said it has hit more than 110 Russian vessels in nine days in the Sea of Azov, making it one of the most concentrated series of attacks on shipping ever to take place.

https://www.ft.com/content/6d5e952f-eb03-4277-a8b4-caae478a02d9?syn-25a6b1a6=1




Ofred gäller fortsatt i Mellanöstern och både oljepriset och marknadsräntorna har vänt uppåt.

Den amerikanska 30-årsräntan ligger nu åter över 5 procent – på den högsta nivån sedan maj.

Råvaruhandlarna räknar med att sundet åter öppnas för leveranser rätt snart.  

Viktor Munkhammar DI 13 juli 2026

https://www.di.se/analys/langa-rantorna-skrammer/ 


US-Iran Truce Collapses as Attacks Worsen and Blockade Returns
- The US and Iran's interim peace has collapsed after American forces reimposed a naval blockade and launched airstrikes, while Tehran attacked more oil tankers sailing through the Strait of Hormuz.
Bloomberg 14 July 2026


– Förr kunde man skicka dit en stor flottstyrka och i praktiken garantera fri passage. Så fungerar det inte längre 
– Det är oerhört dyrt att skydda sjöfarten genom Hormuz till en nivå där försäkringsbolag, rederier och befälhavare litar på säkerheten, skriver han i en kommentar på LinkedIn.
 – Det har blivit billigt att attackera och väldigt dyrt att försvara.
Kvartal 14 juli 2026

"Det är nog inte så farligt i alla fall. Snart blir det fart igen i Hormuzsundet"



Dip Buyers
Retail investors are continuing to pour money into US equities at one of the fastest paces on record, with no net selling days so far in July.
Valuations have become more attractiv and companies will soon regain the ability to repurchase their own shares, bringing a structural source of demand back into the equity market.
Natalia Kniazhevich Bloomberg 13 July 2026

Inflation is still too high, with the average rate over the prior three months at 3.8%, almost double the Federal Reserve’s target of 2%.

https://englundmacro.blogspot.com/2026/07/inflation-is-still-too-high.html

The five hyperscalers – Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. – are expected to invest $5.8 trillion in the computing capacity they need to run AI by 2030.

Bloomberg 14 July 2026

https://www.bloomberg.com/opinion/articles/2026-07-14/ai-s-5-8-trillion-buildout-needs-every-bond-flavor-it-can-sell


Why the household budget myth is dangerous economics

https://englundmacro.blogspot.com/2026/06/why-household-budget-myth-is-dangerous.html


Dagen innan

https://englundmacro.blogspot.com/2026/07/13-juli-paris-forvarvsbolaget-vestum.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