14 augusti. Pakistan. Anthropic. GAAP. Rwanda. Åttonde nedgångsdagen i rad. Nvidia $500 billion. USA-börserna stänger på rött.

 

https://www.ft.com/content/5ca83d6d-2c13-4d5e-b564-881f89189b3e?syn-25a6b1a6=1


Corporate profits are soaring, but they aren’t all created equal. 
https://englundmacro.blogspot.com/2026/08/corporate-profits-are-soaring-but-they.html


Rwanda just became the first country to start EU talks on hosting refugee return hubs alongside Uganda. It was confirmed on 6 August, but Kigali’s track record makes a mockery of  European claims that migrants’ rights will be respected in third countries.

“Return hubs in third countries and other innovative solutions outside Europe must be implemented,” Frederiksen and Meloni added, in a joint post on social media on Monday (10 August).
euobserver 12 August 2026
https://euobserver.com/232169/rwanda-revealed-as-eus-first-migrant-return-hub-but-whats-in-it-for-kigali/

Folkmordet i Rwanda
https://sv.wikipedia.org/wiki/Folkmordet_i_Rwanda

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


Trots att oljepriset under veckan har stigit från 81 dollar till 87 dollar fatet och de fortsatt höga marknadsräntorna är optimismen alltjämt stor på de flesta av världens större aktiemarknader.

Stockholmsbörsen under fredagsförmiddagen inlett dagen i moll och därmed noterat åttonde nedgångsdagen i rad.

Den vanliga börstendensen när aktiekursen är inne i en fleradagarssvacka är att trenden antingen bryts eller förstärks. 
DI 14 augusti 2026, 14:15
https://www.di.se/analys/har-ar-borsens-nasta-provning/


Åttonde nedgångsdagen i rad 
https://www.di.se/live/attonde-nedgangsdagen-i-rad/


Bank of America's strateg Michael Hartnett skriver att investerarna just nu skyr obligationer, Kina och dollarn för att i stället satsa allt på AI. 

Det starka övertygelsen grundar sig i att politikerna kommer att elda på tillväxten och aldrig tillåta att börsen krascha.

Can the Market Still Bet on the ‘Greenspan Put’?
https://englundmacro.blogspot.com/2026/06/can-market-still-bet-on-greenspan-put.html

Vid 16.30 har S&P 500 backat tillbaka strax under nollan efter att ha satt ett nytt intradagsrekord på fredagen.
Nicholas Tsakonas DI 14 augusti 2026, 16:36
https://www.di.se/live/storbanken-det-enda-som-kan-stoppa-borsrallyt-i-usa/



USA-börserna stänger på rött. 
Konsumentsiffror sänkte humöret.
I juli sjönk den amerikanska detaljhandelns försäljning med 0,6 procent jämfört med föregående månad, i stället för att öka 0,1 procent
Dollarn försvagas mot kronan till 9,51 kronor.
https://www.di.se/live/usa-borserna-stanger-pa-rott-nytt-rally-i-minnesbolag/


Nvidia finance AI deals totaling $500 billion 
https://englundmacro.blogspot.com/2026/08/nvidia-finance-ai-deals-totaling-500.html


Paniken sprider sig lätt när tillgångar som ansågs vara riskfria (USD) inte längre är det.
https://englundmacro.blogspot.com/2026/08/paniken-sprider-sig-latt-nar-tillgangar.html



Since the beginning of Operation Epic Fury, Iran has conducted more than 2,000 air, missile and drone strikes across the Middle East, damaging at least 20 sites in eight countries used by the U.S. military.
Iran has so far caused as much as $13 billion to the U.S. alone in equipment losses and facility damage. In total, Iran has damaged or destroyed more than 42 U.S. military aircraft, several of which were parked on air bases.


The Trump administration accused China of evading American tariffs by rerouting exports through more than 40 countries. 

https://www.economist.com/the-world-in-brief/2026/08/14/cc158d74-1152-4d17-a84c-e3fb2b3e9486


Pakistan and the new great game of Risk

https://englundmacro.blogspot.com/2026/08/pakistan-and-new-great-game-of-risk.html

https://www.wsj.com/politics/policy/karoline-leavitt-the-press-secretary-who-perfected-the-art-of-defending-trump-f3d1f08f



Cami Clark

When Indian Prime Minister Narendra Modi invited AI leaders to a meeting in New Delhi earlier this year, security protocols allowed each executive to bring one additional person with them. Most brought colleagues, but Anthropic CEO Dario Amodei brought his wife, Cami Clark.


Clark doesn’t work at Anthropic, but she is often seen sitting in the front row while Amodei talks at events such as Davos or can be found chatting up investors at gatherings such as the Allen & Co. conference in Sun Valley.

Wall Street Journal 13 augusti 2026

https://www.wsj.com/tech/ai/claude-dario-amodei-wife-anthropic-e1eeda7d

Dagen innan

https://englundmacro.blogspot.com/2026/08/13-augusti-over-35-c-france-spain-and.html


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