23 juli. Iran-stödda Houthi attackerat oljetankers med ballistiska robotar, kryssningsrobotar och drönare. BNP. Tett.

Både Alphabet och Tesla som släppte rapporter under torsdagskvällen sjönk rejält, likt de ledande amerikanska börserna. Flera läkemedelsbolag och rymdjätten Space X handlades i motsatt riktning.

https://www.di.se/live/rod-stangning-pa-wall-street-lakemedelsjattar-trotsar-strommen/


Sent onsdag bekräftade Iran-stödda Houthi-rörelsen att den attackerat två oljetankers i Röda havet, med ballistiska robotar, kryssningsrobotar och drönare.

Marknaden reagerade omedelbart. Priset på Nordsjöolja steg till över 96 dollar torsdag morgon.

https://www.dagensps.se/varlden/allvarlig-upptrappning-attack-mot-oljetankers-i-roda-havet/

Brentoljan passerade vid 15-tiden 100-dollarsgränsen, efter en uppgång om 6,5 procent under torsdagen.

Senaste gången oljepriset var över 100 dollar var den 22 maj. Därefter har priset sjunkit, i takt med att en fred i Mellanöstern såg ut att närma sig.

https://www.di.se/live/oljan-pa-100-dollar-borsen-surnar/

RE: Trump är väl inte den som lägger sig platt för islamister.

https://englundmacro.blogspot.com/2026/07/8-juli-lugn-borsoppning-vantas.html


The yield on the benchmark 10-year U.S. Treasury 4.711% in early trading Thursday

The rebound in oil prices has renewed worries about the inflation outlook and spurred a shift in interest-rate expectations, as investors bet that the Fed will need to raise rates to bring inflation down.

Wall Street Journal 23 July 2026

https://www.wsj.com/finance/investing/what-surging-bond-yields-mean-for-consumers-and-markets-cb37b61f


Stockholmsbörsen sjunker ned ytterligare under torsdagseftermiddagen, samtidigt som oljepriset passerar 100-dollarsgränsen.

Av de 30 OMXS30-bolagen slutade 24 dagen med röda siffror.



$888.2 billion - That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. 

It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.

Every single Mag Seven member—Alphabet, Amazon.com, Apple, Meta Platforms, Microsoft, Nvidia and Tesla—is in the red today.
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-07-23-2026/card/the-magnificent-seven-are-tumbling-ZYFYR0CGmmiy6mxt6Hbg

Banktoppen spår börsfest

De finansiella marknaderna har varit ”konstruktiva” under de geopolitiska kastvindarna, konstaterar Eirik Winter, Norden-vd på Europas största bank, BNP Paribas. 

Årets andra halva tror han kan bli minst lika bra, men han ser en bubbelrisk.

”AI överskuggar allt, både investeringarna och finansieringen kring dem. Det finns förstås en bubbelrisk i det här. För någon månad sedan såg vi en ordentlig korrigering, men det verkar mer ha handlat om rotation och positionering än om något fundamentalt skifte i synen på de här investeringarna.”

Samtidigt är vi bara i början av AI-cykeln. Eirik Winters oro är att tjänster och produkter kommer bli mer utbytbara när alla i stort sett får tillgång till samma intelligens via AI.

”Då pressas priserna, och då måste man kapa ännu mer kostnader”, säger han.

DI 23 juli 2026, 11:25




Så väntas bostadsmarknaden utvecklas i höst.
Priserna kommer att stiga, men inte kraftigt.



Alphabet Falls $205 bn AI Cost Fear

The Google parent company boosted its projected capital expenditures for the year to a range of $195 billion to $205 billion. 
Shares fell more than 6% on Thursday. It was a reminder that the full cost of Silicon Valley’s AI rivalry is still largely unknown.
Bloomberg 22 July 2026



Finanskrisen och därmed eurokrisen tog sin början i Frankrike, när tre hedgefonder tillhöriga Frankrikes största bank, BNP Paribas, inställde betalningarna i augusti 2007.

https://englundmacro.blogspot.com/2013/08/varfor-min-sida-om-finanskrisen-heter.html

On Thursday August 9 2007, financial markets suddenly seized up.

Since I was running the Financial Times markets team, I spent two days frantically trying to identify the reason for the panic. Nobody knew. But that weekend I suddenly woke in the middle of the night with an image of a Spanish bin in my head.

A month earlier I had attended a credit conference in Barcelona, where I read brochures about a little-known, and supposedly safe, entity known as a “structured investment vehicle”. 

The material had seemed achingly dull. So on the way home I tossed the papers into an airport bin — and forgot it. 

Gillian Tett FT 10 August 2017

Dagen innan

22 juli. Oljepriset stiger. Men börsen stiger ändå. ”det går ganska bra i delårsrapporterna”.

https://englundmacro.blogspot.com/2026/07/22-juli.html


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