3 september. US bond market. European External Action Service (EEAS). Bolåneräntan i USA 6.71% US Trade deficit.


The U.S. trade deficit in goods and services in July grew to the biggest gap in 16 months in July, as America imported more electronics to feed the country’s artificial intelligence boom.

The monthly trade deficit, the gap between what the United States imports and what it exports, hit $88.6 billion in the month.

New York Times 3 September 2026

https://www.nytimes.com/2026/09/03/business/economy/us-trade-defecit-july.html


International Trade in Goods and Services BEA
https://www.bea.gov/data/intl-trade-investment/international-trade-goods-and-services

Mortgage rates /Bolåneräntan/ ticked up to a new high for the year, casting a chill over the US housing market.

The 30-year mortgage rate jumped 5 basis points to an average of 6.71%

https://www.marketwatch.com/story/7-mortgage-rates-are-already-here-some-buyers-mortgage-experts-say-c51a7e04


Nvidia Agrees to Buy AI Platform Hugging Face for $13 Billion
Deal ramps up Nvidia’s efforts to promote open-weight AI models that pose competitive threat to OpenAI and Anthropic.
Wall Street Journal 3 september 2026
https://www.wsj.com/tech/ai/nvidia-agrees-to-buy-hugging-face-for-13-billion-11929060



https://edition.cnn.com/2026/09/02/politics/latest-us-strikes-against-iran-marked-a-shift-in-strategy


Breda uppgångar på Wall Street – jätteras i Polestar

Fed-guvernören Christopher Wallers uttalande om att centralbanken kan hålla räntan oförändrad vid septembermötet, om inflationssiffran för augusti visar fortsatta framsteg, lugnade marknaden.

Polestar rasade med 28 procent efter att bolaget gått back med 4,4 miljarder kronor, eller en kvarts miljon kronor per såld bil, under det andra kvartalet. 

Volvo Cars äger omkring 20 procent av aktierna i Polestar.

https://www.di.se/live/breda-uppgangar-pa-wall-street-jatteras-i-polestar/


Efter tre dagars nedgångar stiger de asiatiska börserna under torsdagen. De positivare känslorna kommer efter att Donald Trump flaggat för att den uppblossande konflikten med Iran kan bli kortvarig.

DI 3 september 2026, 06:43

https://www.di.se/live/morgonkoll-lyft-i-asien-efter-fredstecken/



Efter tre raka nedgångsdagar vände Stockholmsbörsen upp på bred front på torsdagen.

Yellow lights are flashing in the most important market on the planet: The US bond market.

The turmoil is being driven by a confluence of separate but related forces. The US war with Iran is heating up again, driving up US defense spending and the cost of oil, gasoline, diesel and jet fuel.

https://edition.cnn.com/2026/09/02/economy/debt-treasury-stocks-bond-market



European External Action Service (EEAS)

https://englundmacro.blogspot.com/2026/09/european-external-action-service-eeas.html


Dagen innan

https://englundmacro.blogspot.com/2026/09/2-september.html


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