11 augusti. Iran och Trump ställer krav. Vietnam 68 privat high-speed rail line. Resolution 68 Hö Hö Hö. Singapore. Homeros ”The Odyssey” .

 


Tehran’s demands for a full reopening of Hormuz include the US lifting its naval blockade on Iranian ports, the release of frozen assets and compensation for war damages. It has also called for a permanent end to attacks on groups it backs in Lebanon, Iraq, Yemen and Gaza.


“I am likewise demanding compensation from Iran, for all of the people that they have killed and gravely wounded with their roadside bombs and many conflicts,” Trump wrote on social media. 

“Additionally, compensation should be paid to the families of the hundreds of thousands of innocent protestors that Iran has killed over the last 50 years.”

Shortly after his post, Trump added that Iran should also be held responsible for deaths and damage from conflicts in Lebanon, Syria, Yemen and Gaza, where Tehran-backed militant groups operate.

Bloomberg 11 August 2026

https://www.bloomberg.com/news/articles/2026-08-11/trump-hardens-stance-iran-clouding-hopes-hormuz-deal

Stockholmsbörsen går mot en avvaktande öppning på tisdagen. Oljepriset har stabiliserat sig efter måndagens lyft på nästan 7 procent, som kom efter besked om att Iran inte kommer att öppna Hormuzsundet förrän USA uppfyller landets villkor.

https://www.di.se/live/fem-saker-att-ha-koll-pa-innan-borsen-oppnar-O4v04/

Pakistan: USA och Iran närmar sig uppgörelse

11 augusti 2026, 13:22

https://www.di.se/live/pakistan-usa-och-iran-narmar-sig-uppgorelse/


Markets shrug off Middle East risks

Vix ‘fear gauge’ falls to prewar levels even as oil rises back to about $90 a barrel

The Vix index, a barometer of implied stock market volatility known as Wall Street’s “fear gauge”, sank below 15 this week, far below its long-term average and a level last seen before the US-Iran war began in late February.

https://www.ft.com/content/39fde44e-9a63-401e-8f8e-ddf5d7f512e4?syn-25a6b1a6=1


U.S. Fires on Ship Breaking Its Blockade of Iran

American forces shot at the Panama-flagged vessel from a helicopter

Wall Street Journal Aug. 11, 2026 9:56 am ET

https://www.wsj.com/world/middle-east/u-s-fires-on-ship-breaking-its-blockade-of-iran-d8b99456

Börserna i USA backade tisdagen, i takt med att hoppet om en öppning av Hormuzsundet grusades. Nya uppgifter från Iran signalerar att ett avtal med USA inte är nära.

11 augusti 2026, 20:23

https://www.di.se/live/under-armour-faller-pa-rott-wall-street/



USA-börserna stänger på rött inför veckans inflationssiffror. Oljepriset vände återigen upp efter att ett avtal mellan USA och Iran ännu inte kommit på plats.
https://www.di.se/live/nedat-i-new-york-kladbolaget-foll/


”Det är det som är fascinerande med börsen – att den handlas ner ganska kraftigt i samband med oro, men även om oron inte helt släpper kan den sedan handlas upp och handlas upp ännu mer”, säger Elin Benjaminsson, börsstrateg på Avanza.

DI 6 augusti 2026, 11:26

https://englundmacro.blogspot.com/2026/08/6-auguti-kaos-i-hormuz-ger-koplage.html


Intraday power prices in France and Germany for Tuesday night are surging as more scorching weather drives up power demand while simultaneously curbing generation.

Temperatures in both countries are set to hit highs of nearly 40C in the coming days, with households and businesses turning up their air-conditioning.

Meanwhile, France’s nuclear fleet, a cornerstone of Europe’s electricity system that regularly exports power to neighboring countries, faces curbs as persistently high river temperatures limit the ability of some reactors to use river water for cooling.

https://www.bloomberg.com/news/articles/2026-08-11/france-germany-face-power-price-surge-as-heat-tightens-supply

CNBC i dag

Hormuz, Ukraina, Ebola, värmerekord, Bah. Det marknaden vill veta är om Fed skall höja med 0,25, sänka med 0,25 eller hålla räntan oförändrad. 


Stockholmsbörsen backar femte dagen i rad
https://www.di.se/live/stockholmsborsen-backar-femte-dagen-i-rad/


The median price of a condo  in Singapore was about $1.47 million in the U.S.  (14 mkr).

Grevgatan 26 startpris 18 500 000 kr.

https://englundmacro.blogspot.com/2026/08/the-median-price-of-condo-in-singapore.html





Vietnam’s largest conglomerate is embarking on a first-of-a-kind infrastructure project for a domestic private company in the communist state.

Vingroup is laying the groundwork for a high-speed rail line on a site that already has towering apartment blocks and luxury villas constructed by another group subsidia

Resolution 68, last year’s government decree on bolstering the private sector, targets the creation of at least 20 large enterprises capable of participating in global value chains by 2030. 

It elevates the private sector to “the most important driving force of the national economy. 

The aim is to double the number of private sector enterprises to 2mn by 2030.

 Financial Times 11 August 2026

https://www.ft.com/content/35a093ea-9df0-4dbe-abe2-3d2341b85e4f?syn-25a6b1a6=1


Resolution 68 Hö Hö Hö

Resolution 68-NQ/TW is a landmark directive issued by the Politburo of the Communist Party of Vietnam (CPV) on May 4, 2025, which fundamentally redefines the private sector's role as a "core driver" of the national economy rather than a secondary player.
januari 2026


”Jag hade fel, 'The Odyssey' är en toppenfilm”

Inför biosommaren, långt innan premiären, spådde Kulturnyheternas filmredaktör att Christopher Nolans ”The Odyssey” skulle bli succéregissörens första magplask.

 ”The Odyssey” har sedan överlag fått strålande kritik och dragit fulla hus på biografer världen över och Kulturnyheternas filmredaktör Hannes Fossbo lägger sig platt.

https://www.svt.se/kultur/jag-hade-fel-the-odyssey-ar-en-toppenfilm

Homeros hjälteepos ”Odysséen” är ett av världslitteraturens mest inflytelserika litterära verk och har i snart 3 000 år gjort sig påmint i kulturen på olika sätt.

https://englundmacro.blogspot.com/2026/07/homeros-odysseus-och-ithaka.html


Dagen innan

https://englundmacro.blogspot.com/2026/08/10-juli-iran-has-demanded-us-30y-japan.html


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