22 september. Yen carry trade. Armenien, Azerbajdzjan och Donald Trump.


Armenia, during the Cold War, the Soviet Union’s smallest republic, is on track to become one of the world’s top hubs for American AI infrastructure.

The role of Nvidia chips in a peace treaty between Armenia and Azerbaijan is an example of Trump’s unorthodox approach to AI diplomacy, with chip export regulations being utilized to achieve goals that extend far beyond technology.

Bloomberg 22 September 2026

https://www.bloomberg.com/news/articles/2026-09-22/nvidia-chips-donald-trump-turn-armenia-into-ai-hotspot



Armenien, Azerbajdzjan och Donald Trump

“Trump Route for International Peace and Prosperity” (TRIPP)
https://englundmacro.blogspot.com/2025/08/armenien-azerbajdzjan-och-donald-trump.html


Charles de Gaulle 
https://englundmacro.blogspot.com/2026/09/charles-de-gaulle.html



Hope. Jonathan Livingston Seagull.
 https://englundmacro.blogspot.com/2026/09/hope-jonathan-livingston-seagull.html



Oljepriset faller under 100 dollar igen samtidigt som börsen stärks. Enligt uppgifter erbjuder sig Iran att öppna Hormuzsundet inom sju dagar om USA går med på vissa villkor.

Det är inte första gången det kommer medieuppgifter om att Hormuzsundet ska öppnas.

De senaste veckorna har oron i området ökat igen, bland annat efter att de Iranstödda huthirebellerna attackerat oljeledningar i Saudiarabien.



En odramatisk historia på Wall Street där tekniksektorn
 hade fortsatt medvind.
https://www.di.se/live/sma-rorelser-pa-wall-street-sandisk-lyfte-pa-koprek/




Muntert på börsen – OMXS30 stängde på ny rekordnivå



Betting on the yen: the risks of the carry trade.

As the country’s central bank tightens monetary policy, investors who leveraged its currency for higher yields may be forced into a sell-off.

In early September, the top foreign exchange experts at Japan’s biggest banks started taking calls from investors and regulators with two big questions: how big is the yen carry trade, and how close is it to unwinding?

The short answers from the Tokyo forex gurus — “nobody exactly knows” and “a lot closer than we would like” — were of little comfort to them.

The yen carry trade is the term for when hedge funds and others use Japan’s currency to access low-cost financing to make bets in markets across the world.

Financial Times 22 September 2026

https://www.ft.com/content/f11485ba-39fb-422c-b0ff-5e71e1fe4f44?syn-25a6b1a6=1



Stocks still vulnerable to further unwind of yen carry trade
https://www.axess.se/essaer/var-finns-hoppet-om-inte-i-vast/






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