9 juli. I Europa väntas en rekyl uppåt. Transformatorn. Ai water. Trump’s memorandum of understanding with Iran, Paragraph 5.

 

https://www.bloomberg.com/news/articles/2026-07-08/us-military-launches-strikes-on-iran-for-second-straight-day




I Europa väntas en rekyl uppåt 

USA genomförde med start sent under onsdagskvällen en ny, sex timmar lång attackvåg mot cirka 90 militära mål i Iran med explosioner i flera städer. 

Som svar har Iran avfyrat drönare och robotar mot amerikanska militära mål i Kuwait och Bahrain, och flyglarm har aktiverats i Qatar.

Den uppblossade konflikten i Mellanöstern med USA och Iran går in på sin andra dag. Samtidigt tycks börserna i Asien närmast obekymrade – och i Europa väntas en rekyl uppåt efter onsdagens nedgångar.

DI 9 juli 2026, 07:21

https://www.di.se/live/morgonkoll-rekyl-upp-vantas-pa-europaborserna/

Jag finner detta svårt att förstå, eftersom den stora uppgången den senaste tiden har sin grund i marknadens tro att fred är antågande (FOMO). 31 mars Irans president uppges vara beredd att avsluta kriget.

https://englundmacro.blogspot.com/2026/07/vandpunkten-31-mars-2026.html

Ja, det kan naturligtvis vara Dip-buyers.


Starkt avslut på Stockholmsbörsen – stängde torsdagen nära dagshögsta efter att fallande oljepriser gett stöd åt fortsatta uppgångar. Utvecklingen stärktes mot slutet av dagen då Wall Street fick fart uppåt och oljeprisernas nedgångar utökades. 

Investerare brottas med blandade signaler från Mellanöstern.


President Trump’s memorandum of understanding with Iran 
The root of the dispute is Paragraph 5, which says Iran will make arrangements to restore shipping through the strategic waterway and then work with Oman to determine how to administer it in the future. But it also includes an Iranian pledge to ensure safe passage and remove military obstacles such as mines.
Trump administration officials saw that clause as unlocking the strait, the main accomplishment of the president’s deal. Iranian hard-liners, however, have used it to push a maximalist interpretation that gives the Islamic Republic exclusive control over the waterway  
Wall Street Journal 9 July 2026
https://www.wsj.com/world/middle-east/the-fight-over-hormuz-boils-down-to-one-poorly-worded-clause-in-trumps-deal-b027c30f


Iran responded to 80 American strikes with what it claimed were 85 attacks on military positions in Bahrain and Kuwait. Mr Trump threatened more attacks on water installations. The oil price jumped a bit, to $78 a barrel.  

Observers again predicted Iran could stomach more economic pain than the global economy.



The Economist 8 July 2026
https://www.economist.com/interactive/middle-east-and-africa/2026/07/08/is-donald-trump-serious-in-declaring-the-ceasefire-with-iran-over


About 69% of stocks in the S&P 500 information-technology sector are down over 20% from their 52-week intraday highs.

Large semiconductor stocks have fallen sharply, with Micron down 25%, Broadcom down 21% and Marvell down 30% from their recent highs.

https://www.marketwatch.com/story/more-than-two-thirds-of-tech-stocks-are-at-least-20-off-recent-highs-whats-happening-to-the-ai-trade-4ba6aa28


Transformatorn i Ai-åldern

Surging data-centre power demands are intensifying pressure on transformer supply chains

https://ig.ft.com/transformers/

En transformator är en elektroteknisk komponent som genom elektromagnetisk induktion omvandlar elektrisk energi mellan olika ström- och spänningsnivåer.

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


Data hubs already devour more electricity globally than all but 10 countries.

About 448 terawatt hours last year if you’re interested. The AI boom means that amount is on track to roughly double within four years.

This would be less of a problem if all the new electricity were green. 

They also swallow up land and water. By 2030, they could be using enough water to meet the basic needs of all 1.3bn sub-Saharan Africans for a year, UN researchers estimate. 

Pilita Clark Financial Times 8 July 2026

https://www.ft.com/content/7800ba0f-1420-49fe-b260-9838632a19a4?syn-25a6b1a6=1


America Is Using Up Its Groundwater Like There’s No Tomorrow

https://englundmacro.blogspot.com/2023/08/america-is-using-up-its-groundwater.html


Dagen innan

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




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