15 juli. BYD. IBM. Macron. Midterm elections. ”Nu tar vi Svarta havet”




$68bn - 656 miljarder kr - wiped off IBM on its worst day ever; more than 25pc
https://www.telegraph.co.uk/business/2026/07/14/ibm-loses-68bn-in-worst-day-on-record/



”Den första ronden i sjöslaget är slut. Nu tar vi Svarta havet”
https://englundmacro.blogspot.com/2026/07/den-forsta-ronden-i-sjoslaget-ar-slut.html

Donald Trump’s return to war with Iran offers no clear path to victory
- Behind his bravado it remains unclear how the US president will limit the economic, political and diplomatic costs of the latest escalation, particularly as the autumn midterm elections loom.
Financial Times 15 July 2026
https://www.ft.com/content/7a993639-28aa-442a-8ea6-2abaa695b698

One reason prices have not risen further is that oil markets still deem it likely that, with midterm elections four months away, Mr Trump will cave.

Ja, vad kan vara viktigare än the midterm elections?


Teresa Küchler: Macrons parad ska skrämma Putin.
Efter snart tio år vid makten är Macron mer hyllad i utlandet än hemma.
SvD 14 juli 2026
https://www.svd.se/a/aJK0AL/emmanuel-macrons-sista-14-juli-firande-i-paris-en-militarparad-som-skulle-satta-skrack-i-vladimir-putin


Han ser inte så pigg ut, Krugman. Men har ju lite till åren, född 1953 som han är. 


Dow, S&P 500 and Nasdaq open higher; oil steady as U.S. strikes Iran. Follow all the latest U.S. market action for Wednesday here.

Oil traders warn market is close to running on empty as Hormuz shuts again
Stockpiles that acted as shock absorbers early in Iran war are running low as key waterway closes once more.
Financial Times 15 July 2026
https://www.ft.com/content/6c314457-ce9a-4689-b3e1-ff637de0d6bf?syn-25a6b1a6=1

Börsen handlas på rekordnivåer, till synes obekymrad om krig och annat elände.
I bakgrunden finns förstås den till synes eviga haussen i USA, driven primärt av AI-boomen och de enorma investeringarna i halvledare, datacenter och beräkningskraft.

Mest anmärkningsvärd är dock kanske börsens relativa likgiltighet inför kriget i Iran.
Jon Åsberg Fokus 15 juli 2026
https://www.fokus.se/aktuellt/extremhetta-pa-sommarborsen/


Trots fortsatta amerikanska attacker mot Iran under onsdagen handlades USA-börserna upp något och stänger på grönt. Samtidigt handlas oljan i sidled.
https://www.di.se/live/gron-stangning-pa-wall-street-A4bBx/



Börsen stängde på rött
https://www.di.se/live/borsen-stangde-pa-rott/

https://adamtooze.substack.com/p/top-links-1163-americas-ai-deficit


BYD; FT 
https://www.ft.com/content/ee2919bc-d6f3-4e07-b823-983265b0b8f9?syn-25a6b1a6=1


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/2026/07/14-juli.html



 

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