10 juli. Iran has demanded. US 30Y. Japan. Ottomaner och Kalifat.

 

Mohsen Rezaee the new leader of the Supreme National Security Council. He replaces Mohammad Bagher Zolghadr, a fellow hard-liner who accepted a new position as political adviser to the supreme leader.

Iran has demanded the US lift its naval blockade, withdraw forces, remove sanctions, release frozen assets and pay compensation for war damage as conditions for fully reopening the Strait of Hormuz.
Bloomberg 9 August 2026
https://www.bloomberg.com/news/articles/2026-08-09/wait-for-hormuz-deal-stretches-on-as-iran-says-terms-must-be-met



Saudiarabien, Pakistan och Turkiet har skrivit under ett gemensamt försvarsavtal.

Ottomanska riket, var ett turkiskt imperium i Västasien, Nordafrika och Balkanhalvön som existerade under åren 1299–1923.

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


Kalifatet – profetens omstridda imperium

Den islamiska statens brutala framfart i framförallt Syrien och Irak har knappast gått någon förbi. Den väpnade sunnimuslimska organisationen rättfärdigar sin existens med referenser till det historiska kalifat som utropades vid profeten Muhammeds död år 632.

https://popularhistoria.se/civilisationer/mellanostern/kalifatet-profetens-omstridda-imperium

Mongolernas plundring av Bagdad gjorde slut på islams guldålder

https://www.so-rummet.se/fakta-artiklar/mongolernas-plundring-av-bagdad-gjorde-slut-pa-islams-guldalder

Kalifat

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

Why the Ottoman Empire Stopped Being Powerful



US Treasury Secretary Scott Bessent is sending signals that he’s eager to keep bond yields from spiking higher after long-term rates surged to a 19-year high.

Bessent is attempting to stem the ascent of long-term bond rates, which have climbed due to persistent inflation and nearly $2 trillion annual budget deficits.

 Bloomberg 9 August 2026

https://www.bloomberg.com/news/articles/2026-08-09/behind-bessent-moves-wall-street-sees-sign-of-bond-market-angst


Den stora majoriteten av svenska aktier är förlorare. Börsrekorden som följt varandra under sommaren ger sken av att börsen är fylld av vinnare.

De senaste fem åren har endast 1 av 5 svenska aktier gett en positiv avkastning. Det visar en genomgång av 755 svenska börsnoterade bolag, som aktiestrategen Erik Hansén nyligen publicerat på plattformen Substack.

Han framhåller att ett fåtal kursraketer, såsom försvarskoncernen Saab som rusat över 800 procent under perioden, driver upp indexen och därför gömmer förlorarna.

Men förlorarmassan är enorm. Av de granskade bolagen gick nästan 80 procent back under perioden, varav hälften förlorade tre fjärdedelar av sitt börsvärde.

Téa Ginolin DI 10 augusti 2026

https://www.di.se/nyheter/borsrekorden-lurar-fyra-av-fem-aktier-har-gatt-back/


Dagen innan

https://englundmacro.blogspot.com/2026/08/7-juli-marknaden-battre-fascism.html


Kommentarer

Skicka en kommentar

Populära inlägg i den här bloggen

My blogg short index

Bild
1968 Vojne, vojne, vänsterdårarna kommer AI Artificial intelligence https://englundmacro.blogspot.com/2025/06/ai-artificial-intelligence.html Akvedukten vid Zaghouan, Sven Otto Littorin och Niall Ferguson. Denna vackra betraktelse från 1994 har sedan dess legat i mitt bakhuvud. https://englundmacro.blogspot.com/2024/04/akvedukten-vid-zaghouan-sven-otto.html Alistair Darling, Northern Rock och Royal Bank of Scotland https://englundmacro.blogspot.com/2025/07/alistair-darling.html Bank stress tests https://englundmacro.blogspot.com/2025/06/bank-stress-tests.html Bessent https://englundmacro.blogspot.com/2025/06/bessent.html Gordon Brown https://englundmacro.blogspot.com/2025/07/gordon-brown_5.html Buy the dip https://englundmacro.blogspot.com/2025/07/buy-dip.html Fastighetsbolagen https://englundmacro.blogspot.com/2025/07/fastighetsbolagen.html Tomas Fischer https://englundmacro.blogspot.com/2025/07/tomas-fischer.html James Grant https://englundmacro.blogspot.com/2025/07/james-grant.h...
Läs mer

Pfizer in 2019 sold $20 billion of drugs in the U.S. Its federal tax bill? Zero; Ireland

Trump has already singled out pharma companies and countries like Ireland that reap the benefits of tax-avoidance moves.  Despite its small size, Ireland ran an $87 billion trade surplus with the U.S. last year—larger than any country except China, Mexico and Vietnam. https://www.wsj.com/health/pharma/how-trumps-tariffs-could-upend-pharmas-overseas-tax-strategy-5b8ca758 Is Ireland vulnerable again as the world’s vast shadow banking system starts to crack? Shadow banking is the dog that has not barked during the latest global spasm of financial stress. This is very fortunate, especially for small countries such as Ireland that have bet the farm on this industry. https://englundmacro.blogspot.com/2023/04/is-ireland-vulnerable-again-as-worlds.html Cayman Islands https://en.wikipedia.org/wiki/Cayman_Islands What the heck is happening in the Cayman Islands? A Sunny Place for a Shady Online Business https://englundmacro.blogspot.com/2021/12/a-sunny-place-for-shady-online-business.html Ti...
Läs mer

Cognitive blind spots

Bild
Cognitive blind spots are undermining our ability to see the world as it is, rather than as we would like it to be. At the start of the 21st century, western elites generally assumed that globalisation, democracy and the free market were self-evidently good, and would keep spreading, creating peace. N o longer.  FIS, Swiss Federal Intelligence Service, has published a manual about cognitive blind spots. 18 different cognitive biases that hamper our thinking, such as “group think” (adhering to the cosy assumptions of our tribe), “anchoring” (relying exclusively on whatever information we see first, say on social media),  “confirmation bias” (only seeing data that reinforces pre-existing views),  “mirror imaging” (assuming others think like us),  “absence of evidence” bias (failing to think about the data we lack)  and “survivorship bias” (judging data only with success stories, not failures). Gillian Tett Financial Times 2 January 2026 https://www.ft.com/content/...
Läs mer