28 augusti. Google i Timrå. Liechtenstein. US gambling. Jackson Hole. Anthropic worth $2 trillion? Oscar Engelbert och Kronofogden.

 

Ja till Google i Torsboda

Kommunfullmäktige i både Sundsvall och Timrå ställt sig bakom försäljningen av Torsboda Industrial Park till amerikanska Google. 

AI- och datacenterprojektet är tänkt att bli en så kallad hyperscale-anläggning. Den första etappen kan enligt uppgifter behöva omkring 600 megawatt (MW) elektrisk effekt, med en möjlig ökning till omkring 1 000 MW och potentiellt 2 000 MW vid ytterligare utbyggnad. 

En normalstor, svensk kärnkraftsreaktor producerar drygt 1 000 MW.

Epoch Times 28 augusti 2026

https://www.epochtimes.se/ja-till-google-i-torsboda-jobbloften-fortsatt-oklara


Jackson Hole 2026


Warsh has long expressed a distaste for central banks projecting forward guidance to markets, but his sparse communication style has added to confusion in markets. 

The IMF has released a pointed note on “Current Issues in Forward Guidance.” 

Warsh has repeatedly made verbal commitments to central bank independence and a 2 per cent inflation rate, but these commitments mean little without details of how they will be achieved.
Financial Times Editorial 28 August 2026


Centralbanker skall INTE vara förutsägbara
För vilka är det bra att Riksbanken är förutsägbar?
För spekulanterna, givetvis. Och för bankerna, i denna och andra egenskaper.
Men det invaggar aktörerna i en som det kan visa sig falsk säkerhet. Det är inte bra att aktörerna känner sig säkra. Det gör dem bara med oförsiktiga.
februari 2014


Bloomberg 28 August 2026
https://www.bloomberg.com/news/articles/2026-08-27/stock-market-today-dow-s-p-live-updates


The US is gambling with its role as the world’s investment hub

The world’s savings are pulled to the US as if by economic gravity, crowding into American stocks and bonds and providing its economy with a key support. If the gravity should weaken, the consequences would be large. 

The pillars of today’s US economy — consumer spending and AI investment — are wired into the stock market. Consumption is boosted by the “wealth effect” of plump retirement accounts. The data centre boom can only rip along while “hyperscaler” stock prices give assent. And it hardly needs to be said that weaker global demand for Treasury bonds could wreck an already wobbly fiscal outlook. 

Robert Armstrong Financial Times 28 August 2026

https://www.ft.com/content/ce910f62-6119-4d5f-97a4-77bbad03318d?syn-25a6b1a6=1


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


Is Anthropic worth $2 trillion?
https://www.marketwatch.com/story/is-anthropic-worth-2-trillion-heres-how-the-company-is-trading-in-a-new-tokenized-market-390bc152
Fotnot: 2 trillion = 2.000 miljarder dollar. 
Typ 20.000 miljarder kronor.


Liechtenstein prince tightens grip 

Financial Times 28 August 2026

https://www.ft.com/content/c25c1bdf-8acf-4ccc-bc67-c31bc9fb83bc?syn-25a6b1a6=1


https://englundmacro.blogspot.com/2024/10/imf-global-financial-stability-report.html

Engelberts bil och miljonbåt utmätta på Öresundsbron

I lördags stoppade polisen en Range Rover med en stor RIB-båt på släp på Öresundsbron. Ekipaget visade sig tillhöra fastighetsprofilen Oscar Engelbert och Kronofogden utmätte alltihop för skulder på närmare 19 miljoner kronor.

Di 28 augusti 2026

https://www.di.se/nyheter/engelberts-bil-och-miljonbat-utmatta-pa-oresundsbron/

Förre finansmarknadsministern Peter Norman hoppar av Oscar Properties. Pengarna är nästan slut och, och bara entreprenören Oscar Engelbert är ensam kvar. Aktien kollapsar.

https://englundmacro.blogspot.com/2026/05/7-maj.html

 

Dagen innan

https://englundmacro.blogspot.com/2026/08/27-augusti.html



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