22 otober. Frankrike. Anders Stenkrona om Reavinstskatten. Keynes, Hayek och Tea party. Indien i Carl Bildts fotspår. UAE, MBS and MBZ.

 

French bond stress intensified as investors sought safety in German bunds and US Treasuries.

The premium on French 10-year bonds over Germany increased to 174 basis points, the highest since 2011.
Bloomberg October 22, 2026
https://www.bloomberg.com/news/articles/2026-10-22/french-bond-stress-deepens-as-crisis-era-caution-creeps-back





Indien i Carl Bildts fotspår.
India mounts costly defence of rupee. Central bank has spent about $90bn to shore up currency.

India is mounting an increasingly costly defence of the rupee, deploying tens of billions of dollars and resorting to extraordinary market interventions to protect a currency that has come under pressure from elevated oil prices and investor outflows.

“It is not sustainable,” said Dhiraj Nim, a Mumbai-based economist and foreign exchange strategist at ANZ Group. “FX reserves are finite and the forward book obligations are large. The RBI will not draw down reserves to an extent that reserve adequacy becomes a concern.”
Financial Times 22 October 2026




Torsdagen ser ut att bli en trist historia på Stockholmsbörsen


Börsterminerna på Wall Street pekade mot en öppning nedåt på torsdagen, tyngda av en förnyad AI-oro och stigande oljepriser efter rapporterade eskaleringar i Mellanöstern.
DI 22 oktober 2026, 14:56






Reavinstskatten  är långt ifrån det enda hindret för den som vill flytta, men den spelar roll, anser Anders Stenkrona, privatekonom på Nordea.








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