27 juli. Oman. Yemen. Fallande oljepris. Wildfire threatens Bordeaux. Dance While The Music Still Goes On. Huawei.

Stockholmsbörsen inleder handelsveckan uppåt drivet av ett fallande oljepris. Alla 30 bolagen på OMXS30-indexet handlas på plussidan.

DI 27 juli 2026, 09:24

https://www.di.se/live/gron-oppning-pa-stockholmsborsen-HbyW3/

Dow, S&P 500 and Nasdaq set to rise as oil prices dive after U.S. paused strikes on Iran; Treasury yields fall 

https://www.marketwatch.com/livecoverage/stock-market-today-dow-s-p-500-nasdaq-oil-prices-us-paused-strikes-iran-treasury-yields-fed-big-tech


Måndagen såg ut att bjuda på en uppåtrekyl för Wall Streets minnes- och halvledarbolag efter fredagens tunga nedgångar. Men så blev inte fallet.

DI 27 juli 2026, 16:33

https://www.di.se/live/plotslig-chipfrossa-pressar-wall-street/



Stockholmsbörsens firande av fredsframgångarna i Mellanöstern fick sig en törn närmare stängning. Detta efter att Wall Street vände till rött i samband med en färsk AI-frossa. 
https://www.di.se/live/ai-oro-grusade-fredsfirandet-i-stockholm/




Citigroup chairman Chuck Prince and ABBA:
 Dance While The Music Still Goes On
Winner of the 2007 Quote of the Year competition.
https://englundmacro.blogspot.com/2015/01/citigroup-chairman-chuck-prince-and.html



He Tingbo började på bolaget som 27‑åring i mitten av 1990‑talet. För lite över 20 år sedan fick He Tingbo ett tydligt uppdrag av Huaweis legendariske grundare, Ren Zhengfei.

Han gjorde henne till chef för bolagets chiputveckling, och med en årsbudget på motsvarande 3,8 miljarder kronor fick hon mandat att minska bolagets beroende av utländska halvledarleverantörer.
DI 26 juli 2026


Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing
https://www.bloomberg.com/news/articles/2026-07-27/nvidia-s-750-billion-deals-revive-fear-of-ai-circular-financing


French wildfire creates lightning storm as it threatens Bordeaux
BBC 27 juli 2026
https://www.bbc.com/news/live/cvgzd34kq5dt


Oil prices fell more than 7 per cent on Monday as the US and Iran paused tit-for-tat strikes after weeks of escalating violence over the Strait of Hormuz. The fall in oil prices, if sustained, will bring some relief to Trump barely 100 days out from midterm elections

Financial Times 27 July 2026

https://www.ft.com/content/403625cc-8371-43ee-997a-f6908a97f52e?syn-25a6b1a6=1

Huthirörelsen i Jemen uppger att man attackerat oljeanläggningar i Saudiarabien. Samtidigt uppger saudierna att man slagit ut drönare från en Iranstödd grupp i Irak.

DI 27 juli 2026, 17:08

https://www.di.se/live/huthirorelsen-angriper-saudiska-oljeanlaggningar/


Houthis wanted greater authority over Yemen and its oil resources. Saudi officials, for their part, had no interest in another clash with the Houthis. 

Their previous bombing campaign in Yemen had turned into a decade-long quagmire thatcontributed to the deaths of hundreds of thousands of Yemenis from violence, hunger and disease. 

The Houthis began as a ragtag group of Shiite Muslim rebels in Yemen’s mountainous north, with a slogan calling for death to America and Israel. With Iranian support, they started a civil war by overrunning the capital in 2014, routing the internationally recognized government in Sanaa.

Saudi Arabia, Yemen’s neighbor to the north, was alarmed at the idea of an Iran-backed militia on their border. 
New York Times 27 July 2026

Oman, formellt Sultanatet Oman, är ett land beläget i det östra hörnet av Arabiska halvön. Landet är en absolut monarki som sedan 1700-talet har styrts av familjen Al Said. 

Oman gränsar till Förenade arabemiraten i nordväst, Saudiarabien i väst och Jemen i sydväst och har en lång kust mot Arabiska havet i öst och Omanbukten i nordost.  

Omans historia sträcker minst tillbaka till 2000-talet f.Kr.

Under Said ibn Sultans styre 1806–1856 var Oman som störst. Då omfattade sultanatet förutom kustlandet Oman även östafrikanska kusten från ekvatorn till nuvarande Tanzanias södra del med därutanför liggande öar, bland dem Zanzibar som blev centrum för kryddodling och slavhandel. 

https://sv.wikipedia.org/wiki/Oman


The God That Failed - Natt klockan tolv på dagen.

Cold War classic that explained communism’s seductive pull on intellectuals, and why its warnings matter again now. 

https://englundmacro.blogspot.com/2026/07/the-god-that-failed-natt-klockan-tolv.html


Dagen innan

https://englundmacro.blogspot.com/2026/07/24-juli.html


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