24 juli. Ras i Asien. The size of global finance Tett. TACO. YOLO. FOMO. Ett historiskt arvskifte sköljer över världen.

Oljepriset över 100 dollar. Oro över AI-investeringarnas rimlighet. Ras i Asien.

DI 24 juli 2026, 06:59

https://www.di.se/live/morgonkoll-tunga-fall-i-asien/


Wall Street avslutar veckan blandat tyngt av halvledarsektorn.

https://www.di.se/live/wall-street-avslutar-veckan-blandat-intel-foll-efter-rapport/


Ett historiskt arvskifte sköljer över världen.

– Det är den största förmögenhetsöverföringen i modern tid, säger nationalekonomen Daniel Waldenström.

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


Stockholmsbörsen öppnar uppåt 

Storbolagsindexet OMXS30 och det breda OMXSPI lyfter 0,6 procent.

DI 24 juli 2026, 09:20

Ljusgrön öppning på Stockholmsbörsen

Möjligen börjar det bli dags för en ny Taco -  Trump Always Chickens Out.

Världens finansmarknader är för tillfället ingen vacker syn. Marknadsräntorna de högsta på många år. Brent-olja över 100 dollar fatet. 30-årsräntan på den högsta nivån sedan 2008.

Iran måste vara med på tåget. ”It takes two to Taco”, som någon formuleringsglad analytiker har uttryckt saken. 

Men det går ändå att hoppas på något slags signal om nedtrappning från Donald Trump.

Viktor Munkhammar DI 24 juli 2026 

https://www.di.se/analys/dukat-for-kryddstark-taco/

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

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

A senior administration official said Trump believes that the only thing Iran understands is military force, adding that he was in “revenge mode” against Tehran. The president, the official said, sees few good options besides continuing strikes.

Wall Street Journal 24 July 2026

https://www.wsj.com/politics/policy/trump-is-losing-patience-over-an-iran-war-with-no-clear-end-in-sight-c411d3cd


US and Iran trade more strikes in Gulf as fears of escalation mount.

Iran says it has carried out drone strikes on US military facilities and bases across the Middle East in retaliation for the 13th consecutive night of American attacks on the country.

Explosions were reported along Iran's Gulf coast, and in western, northern and central areas. Iran later announced strikes on US-allied Kuwait, while sirens sounded in Bahrain and Jordan.

BBC 24 July 2026

https://www.bbc.com/news/articles/c05ql5llj4do



Stockholmsbörsen stänger uppåt
https://www.di.se/live/gron-stangning-i-stockholm-securitas-rasade-efter-rapport/

Aktiemarknaden verkar leva i en helt egen, parallell verklighet. Bara ett par ynka procent från historiska rekordnoteringar tycks börsen se få hinder på vägen framåt. Den huvudsakliga förklaringen är optimism kring AI. 
Tecknen på så kallad fomo (fear of missing out) är många och tydliga. Investerarna är fångade i ett klassiskt dilemma. De är livrädda för att stanna kvar och förlora kapital när bubblan pyser, men de är minst lika rädda för att kliva av börsen mitt under ett avgörande teknikskifte som kan komma att leda till vinstfest.  
Skulle Donald Trump vägra vika ned sig, och inte göra en ny ”Taco”...
Robert Andersson DI 24 juli 2026, 16:19


Momentum Crash Hits YOLO Traders - Buy the Dip?
-Despite the selloff, some trading desks on Wall Street are advising clients to buy the dip, with Bank of America's basket of US momentum stocks jumping 8.9% in the past three days and UBS' gauge of momentum soaring 11%.
-Retail traders’ obsession with whatever is the next hot thing in the market is misfiring in a month when momentum went from the market’s darling to its punching bag. 
-The strategy that involves buying the stocks that are rising the most and shorting the biggest decliners is the worst performer among 11 quant factors tracked by Bloomberg so far in July.
Natalia Kniazhevich Bloomberg 24 July 2026



The size of global finance relative to the “real” economy. 

https://englundmacro.blogspot.com/2026/07/the-size-of-global-finance-relative-to.html




Under torsdagen presenterade energi- och näringsminister Ebba Busch (KD) en ny mineralstrategi. Med fler gruvor och snabbare tillstånd ska Sverige bidra till Europas försörjning av kritiska råmaterial och minska beroendet av länder som Kina.
– Sverige ska vara en ledande gruvnation, säger Ebba Busch på en pressträff.
SvD 23 juli 2026


Pakistan played a central role in ending the Iran war

The strongman of Pakistan, Field Marshal Asim Munir, is trying to refashion his country’s place in the world — and his power at home.

Financial Times 24 July 2026

https://www.ft.com/content/4b680401-648e-48ea-a52b-ad7a76370872?syn-25a6b1a6=1

Dagen innan

https://englundmacro.blogspot.com/2026/07/23-juli-iran-stodda-houthi-attackerat.html


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