4 augusti. Utsikterna för ett tillfälligt avtal med Iran gällande Hormuzsundet ser ut att stärkas. Yen, Ceuta.

Fredsförhoppningarna gav nya rekord på Wall Street. Utsikterna för ett tillfälligt avtal med Iran gällande Hormuzsundet ser ut att stärkas.

https://www.di.se/live/wall-street-firade-fredshopp-med-kraftiga-lyft/



EU agrees to send border aid to Spain
https://www.dw.com/en/eu-agrees-to-send-border-aid-to-spain-after-ceuta-talks/a-78233082


President Donald Trump said his latest offer of talks is a “last chance” for Iran after he called off what he said was a major attack on the Islamic Republic.

“I want to give them every last chance before decapitation,”  “You’ll find out today or tomorrow. I mean, they’re going to go quickly, one way or the other. It’s not very complex.”

Bloomberg 3 August 2026

https://www.bloomberg.com/news/articles/2026-08-03/trump-says-talks-are-iran-s-last-chance-after-strikes-scrubbed

Trump står fast vid blockad: ”Avtal eller kapitulation”

https://www.di.se/live/trump-star-fast-vid-blockad-avtal-eller-kapitulation/

Stockholmsbörsen går mot den fjärde uppgångsdagen i rad och oljepriset rekylerar upp. 

DI 4 augusti 2026, 08:07

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


Stockholmsbörsen fortsätter att stiga. Storbankerna handlas kring rekordnivåer – men AB Volvo och Volvo Cars går mot strömmen.

Victor Hultgren DI 4 augusti 2026, 12:56

https://www.di.se/live/nya-rekordlyft-men-fordonsjattar-mot-strommen/

Dow set for 600-point surge as Bessent says deal to reopen Strait of Hormuz is close.

MarketWatch Aug. 4, 2026 at 8:51am ET

https://www.marketwatch.com/livecoverage/stock-market-today-dow-s-p-500-nasdaq-rally-big-tech-gains-oil-ship-struck-hormuz-spacex


Fortsatta uppgångar väntas i USA efter nya fredshopp

4 augusti 2026, 14:53

https://www.di.se/live/fortsatta-uppgangar-vantas-i-usa-efter-nya-fredshopp/


Drafts of potential US-Iran agreement are ‘being circulated,’ Qatar says

CNN 9:30 AM EDT, Tue August 4, 2026

https://edition.cnn.com/2026/08/04/world/live-news/iran-war-trump





Stockholmsbörsen steg för den fjärde dagen i rad när fallande oljepriser och munter handel på Wall Street stöttade riskaptiten.
https://www.di.se/live/rekordborsen-fortsatte-uppat/


Hormuzfred i sikte, ansåg marknaden i går 3 juli.

https://englundmacro.blogspot.com/2026/08/3-juli.html


Unless Donald Trump finds a way out of his box on Iran, history may come to regard his choice to wage war as a presidency-defining error.

But he has so far avoided one potential dire mistake: massively escalating the conflict past his capacity to control it.

History shows that presidents who intensify wars in pursuit of a way out, or to protect their own prestige or America’s reputation, descend a slippery slope.

In Vietnam, Iraq and Afghanistan, they often did so reluctantly, in wars that could no longer be won.

CNN 4 augusti 2026


August 1914 by Aleksandr Solzhenitsyn 

https://www.amazon.com/August-1914-Novel-Red-Wheel-ebook/dp/B00L0I2GMG


Bessent’s Latest Band-Aid Fix for Bonds
To avoid forced selling of Treasury securities. Bank of Japan will have to raise interest rates to compete with rising rates around the world and address underlying issues.
Jonathan Levin Bloomberg August 4, 2026
https://www.bloomberg.com/opinion/articles/2026-08-04/yen-intervention-is-bessent-s-latest-band-aid-fix-for-bonds

For the U.S., a weak yen is a potential problem because Japan is the world’s biggest single holder of U.S. Treasurys.


https://www.wsj.com/livecoverage/stock-market-today-spacex-earnings-08-04-2026/card/to-understand-why-the-u-s-helped-prop-up-the-yen-look-at-this-chart-gyxlyn2GMDicMrBnwdt6


Japans beslutsfattare har mycket att fundera på.

Dagen innan

https://englundmacro.blogspot.com/2026/08/3-juli.html



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