26 augusti. CIA chief travels to Moscow. Tech expected to pour $7tn into data centres. Ebba Busch fikar.

 

CIA chief John Ratcliffe travels to Moscow

Ahead of the trip, the US told Ukraine that a senior delegation would be travelling to Moscow and asked Kyiv to suspend strikes until they had left, a senior Ukrainian official told CBS.

John Foreman, who served as a British military attaché to Moscow between 2019 and 2022, told Radio 4's PM programme that the visit could be focused on "escalation management"

He said: "The Americans don't normally send such a high ranking official to Moscow unannounced at short notice unless something is up."

BBC 25 August 2026

https://www.bbc.com/news/articles/c87vg9x5d7do


CIA director makes unannounced visit to Moscow to meet with Russian officials, source says, CBS News was first to report on Ratcliffe’s presence in Russia.

CNN 25 August 2026

https://edition.cnn.com/2026/08/25/politics/cia-director-visits-moscow



Tjugo år efter studenten sitter hon här igen – nu som partiledare och vice statsminister med mindre än tre veckor kvar till valet. Hon har hunnit hälsa på stammisarna – och har slagit sig ner på uteserveringen med solglasögon på och ett wienerbröd framför sig för att bli briefad om en hektisk dag.

Varför ska man rösta på KD?

– Om man vill fortsätta på ordning och redaspåret: Ordning i migration, energi, brottsbekämpning. Men vill addera mer hjärta.

Varför har ni inte haft mer hjärta under mandatperioden som varit?

DN 26 augusti 2026

https://www.dn.se/sverige/busch-om-att-stotta-andersson-plotsligt-star-man-dar/


RE: Ebba är duktig politiker. Men också totalt skamlös. Kanse det enga hänger ihop med det andra?

Ebba Busch vill göra sänkt eller slopad skatt på bostadsvinster till en valfråga 2026.

https://englundmacro.blogspot.com/2025/11/ebba-busch-vill-gora-sankt-eller-slopad.html


Teknikjättarnas investeringar i AI måste bära frukt 

Finansmannen Christer Gardell liknade nyligen techbolagen vid paddelhallar och varnade för värderingarna.

”Jag skulle säga att den amerikanska börsen består av 50 procent kassaflöden och 50 procent luft,” sa han i en intervju med Di. 

https://www.di.se/nyheter/gardell-50-procent-av-usa-borsen-ar-luft/

Microsoft, Alphabet, Amazon och Meta väntas investera otroliga 7.200 miljarder kronor i år, så kallad capex, i framför allt AI och datalagring.  Det  gynnar nu leverantörer som Nvidia och Broadcom oerhört.

Nästa år väntas de fyra jättarna öka sin capex till 9.400 miljarder kronor. Värderingarna är alltså väldigt höga nu, men det är också vinsttillväxten.   

Om vinsttillväxten går ned kommer kurserna att rasa, vilket skulle påverka väldigt många sparare världen över. 

USA väger nu till exempel 72 procent i globalindex som styr många globalfonder. 

Magnus Dagel DI 26 augusti 2026

https://www.di.se/analys/da-blir-borsen-en-mardrom/


The multiplying risks of financing data centres

The AI revolution may change the world, but it comes with a 13-figure price tag. By 2030, tech companies are expected to pour $7tn into data centres

Wall Street players extending themselves to underwrite this colossal new asset class are looking to limit exposure

Financial Times 26 August 2026

https://www.ft.com/content/9cb63980-cd43-419d-a7e5-42039b9fd01e?syn-25a6b1a6=1


Dagen innan

https://englundmacro.blogspot.com/2026/08/25-augusti-china-buys-90-of-irans-oil.html



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