6 oktober. France bond market barricades. USA: handelsbalans underskott 100 mrd. Dollar. I augusti. Tea party-rörelsen. Diesel.

 


France: between the bond market and the barricades

https://englundmacro.blogspot.com/2026/10/france-between-bond-market-and.html


USA: handelsbalans augusti. Import 400 mrd, export 300 mrd, underskott 100 mrd. 

Dollar. I augusti.

https://englundmacro.blogspot.com/2026/10/usas-samlade-underskott-i.html



Inga problem. Du skall göra som dom i New York.

https://englundmacro.blogspot.com/2026/10/inga-problem-du-skall-gora-som-dom-i.html


A Top-Heavy Stocks Rally. Förväntningar på extremt vinstrally för USA:s teknikjättar.

https://englundmacro.blogspot.com/2026/10/a-top-heavy-stocks-rally.html


Tea Party movement.
Tea party-rörelsen förstår samhällsekonomi i termer av hushållsekonomi. Experterna skrattar åt denna naivitet.

JPMorgan Chase CEO Jamie Dimon.

Risks from AI “went up 10-fold after Mythos”. Anthropic PBC’s Mythos artificial-intelligence model has dramatically increased global cybersecurity risks.

“I’m not going to get hysterical over, ‘Is it existential or not?’ What we’re doing is rolling up our sleeves and going to work to fix it.”

https://www.bloomberg.com/news/articles/2026-10-06/dimon-says-anthropic-s-mythos-pushed-cyber-risk-up-10-fold


Uppåt på Wall Street – nytt rekord för S&P 500


Riskviljan sprudlade på Wall Street trots höga räntor och ett stigande oljepris.

https://www.di.se/live/uppat-pa-wall-street-nytt-rekord-for-sochp-500/




Ships are ferrying almost as much crude oil out of the Strait of Hormuz as they were before the Iran war. But they are barely moving any barrels of the fuel the world needs most: diesel. 
https://www.wsj.com/business/energy-oil/diesel-strait-of-hormuz-e1940e50



Stockholmsbörsen avslutade tisdagen med gröna index stärkta av sjunkande räntor och lägre oljepris.

https://www.di.se/live/seb-mot-strommen-pa-gron-bors/



Personer

https://englundmacro.blogspot.com/search/label/Personer


Dagen innan

https://englundmacro.blogspot.com/2026/10/5-oktober-magdalena-vill-lata-eu-kora.html

 






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