9 november. The Nasdaq 100 ended last week 13.5% below its September peak. A potential buying opportunity. Vance End the war. Oljepriset sjunker.

 


The Nasdaq 100 now trades at a multiple of blended 12-month forward projected earnings that it hasn’t seen since Covid’s worst days.


Unless the political risks are truly profound, it looks like a potential buying opportunity. 

Vice President JD Vance cited a poll of Republican voters who voted against the party and were asked what would prompt them to return. 

The top four answers, accounting for nearly all of the responses were:

1) End the war

2) Focus on cost of living/inflation

3) Put America First

4) Change our relationship to Israel

All are variations on the same theme — that the US should pull out of the war. 

Trump’s appointment of Stephen Miller (who has also criticized the war) as his new chief of staff could be a further signal of intent.

John Authers Bloomberg November 9, 2026

https://www.bloomberg.com/opinion/newsletters/2026-11-09/stocks-third-correction-in-trump-2-0-years

  

Vance

https://englundmacro.blogspot.com/2026/10/james-david-vance.html

Iran, Trump, bensinpriset och väljarna.

https://englundmacro.blogspot.com/2026/11/iran-trump-bensintpriset-och-valjarna.html



Breda uppgångar – Saab och banker i toppen-

Oljepriset sjönk, vilket bidrog till riskvilja. Obekräftade rykten om att Iran ska ha släppt vissa krav för att nå en uppgörelse om Hormuzsundet. 

https://www.di.se/live/breda-uppgangar-saab-och-banker-i-toppen/


Oljepriset fortsatte att sjunka i takt med att optimismen kring diplomatiska ansträngningar för att avsluta kriget i Mellanöstern ökade.


Förhoppningarna om ett genombrott i förhandlingarna har stärkts efter att Demokraternas framgångar i det amerikanska mellanårsvalet har ökat trycket på Washington att söka en väg ut ur konflikten.

Bloomberg November 9, 2026

https://www.bloomberg.com/news/articles/2026-11-09/oil-falls-on-unconfirmed-report-that-iran-eased-hormuz-demands



The Affordability Crisis Isn’t About Inflation
The latest inflation reading was a 3.6% increase in the price level.
If they act forcefully, policymakers risk a serious recession with little benefit. A recession today could be even worse for American households than the current inflation rate.
Allison Schrager Bloomberg November 9, 2026



Personer och ämnen

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


Dagen innan

Bubblor spricker – än sen då?

https://englundmacro.blogspot.com/2026/11/8-november-saudi-aramco-offices-in.html

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