Englund

  3 percent inflation looks like it may be here to stay. Adam Tooze Substack Sep 5, 2026 https://adamtooze.substack.com/ Om vi lyckas med penningpolitiken, vilket vi kommer att göra, kommer inflationsuppgången under de senaste fem åren att höra till historien", sade Fed-chefen Kevin Warsh.  https://englundmacro.blogspot.com/2026/07/inflation-is-still-too-high.html De som på djupet förstår vad som utspelat sig under sommaren 2026 har panik: glaciärer som brister i Himalaya med våldsamma lerskred som följd, 35.000 värmerelaterade dödsfall i Europa, skogsbränder och torrlagda floder. Men vreden hos de som ser det existensiella hotet mot mänskligheten är politiskt ofarlig. Det vet partiledarna. Därför var de helt tysta när 50 000 människor i augusti demonstrerade i Stockholm i en av de största klimatmanifestationerna i modern tid. Miljörörelsen må vara stor, men så länge Miljöpartiet, som är klimatrörelsens parlamentariska gren, bara får åtta procent och inte 30 procent i opinions...

  Bloomberg 23 August 2026 https://www.bloomberg.com/news/articles/2026-08-23/zelenskyy-says-ukraine-had-no-role-in-nord-stream-pipeline-blast Mattias Svensson: Välkomna de ukrainska flyktingarna Nästa år kommer många ukrainare att söka asyl i samband med att aktiveringen av EU:s massflyktsdirektiv löper ut. Ukrainare är den absolut vanligaste kategorin flyktingar som kommit till Sverige på 2020-talet. Bara 2022 kom det drygt 50 000. Omkring en tredjedel har återvänt, medan andra tillkommit. Ändå har ukrainarna på flykt av någon märklig anledning varit frånvarande i den svenska migrationsdebatten. Ingen av partiledarna tog upp dem i Expressen/Dagens Industris debattsegment om migrationen. Ingen fråga ställdes heller om deras status och möjligheter i Sverige, där låga dagbidrag och krångel med att kunna öppna bankkonto gjort det svårare än nödvändigt att få livet att fungera i vårt land. Finns det verkligen ingen av partiledarna som är stolt över att Sverige kunnat erbjuda en frista...

Staying means accepting risks that have already become Ukraine’s new normal: regular Russian drone and missile strikes that kill civilians and leave a trail of economic destruction; the continued conscription of most men — and, eventually perhaps, women; and significant restrictions on democratic rights that Ukrainians repeatedly took to the streets to defend. Wartime martial law means the country hasn’t held an election in six years — an issue now highlighted by popular former Defense Minister Mykhailo Fedorov. Leaving Ukraine carries its own costs: uprooted lives, divided families and the risk of ostracism at home. The most resilient Ukrainian, according to the survey, is a Kyiv resident aged 45 to 59. This generation was in the vanguard of protests against election-rigging in late 2004 in Kyiv’s Independence Square, or Maidan, helping trigger the pro-European Orange Revolution.  A decade later, their children were the students beaten by riot police for protesting President Vikto...

Bessent’s Bond-Burner Wasn’t the Big Move He Hoped The problem, after Treasury Secretary Scott Bessent made a small but hugely symbolic move to stop the steady rise in longer bond yields, is that even his power appears to be limited. Drastic changes in fiscal policy are needed, not signaling and symbols. Bessent’s key intervention, announced as Wall Street opened, was to double the amount of 10-year and longer bonds that the Treasury can buy back. If you think this sounds like something the Fed would do, you would be right.  Monetary policy ever since the Global Financial Crisis has revolved around quantitative easing (QE) — buying bonds to push down their yields. Kevin Warsh, the new Fed chairman, wants to move away from that and shrink the central bank’s enormous holdings of bonds.  The 30-year yield — at its highest since the eve of the crisis in 2007 —dropped eight basis points. But the upward trend remains intact. John Authers Bloomberg August 20, 2026 https://www.bloombe...

Could Japan bring down the world economy? Japan’s vast hoard of financial assets means that problems in its economy can reverberate across the globe. What caused this mess? Is America right to intervene? And could Japan cause a crisis in the global financial system?   The Economist Recorded on Aug 14th · 41 min https://www.economist.com/insider/inside-economics/could-japan-bring-down-the-world-economy Elections in Ukraine?  Former Ukrainian defence minister Mykhailo Fedorov has launched a sweeping political broadside against Volodymyr Zelenskyy, warning the president that rampant corruption is undermining the country’s ability to fight Russia and calling for extraordinary wartime elections. Financial Times 18 August 2026 https://www.ft.com/content/7bf79169-f84f-44a2-b64d-c1a3d1fb7d08?syn-25a6b1a6=1 The popular former Ukrainian defense minister, whose firing by President Volodymyr Zelenskyy triggered nationwide protests, strongly hinted at his political ambitions with a la...

Sverige som land har verkligen gjort mycket för Ukraina. Drivit på för sanktioner mot Ryssland i EU. Bidragit med 155 miljarder kronor sedan 2022. Men det finns en punkt där vi år efter år underpresterat i solidariteten med Ukraina. Det gäller gentemot de som inte är på slagfältet, utan har tvingats fly från den ryska aggressionen. I Christian Lindell och Alex Voronovs bok ”Den långa bluffen” skildras skeendet. Jämfört med befolkningsstorleken har Norge, Finland och Danmark välkomnat nästan 2–3 gånger fler ukrainare än Sverige. Efter Putins invasion bestämde EU i mars 2022 att ukrainska flyktingar skulle ha rätt att få skydd i EU. Max Hjelm DN 1 augusti 2026 https://www.dn.se/ledare/max-hjelm-sveriges-solidaritet-med-ukraina-ar-halvhjartad/ Med anledning av kriget i Ukraina aktiverades EU:s massflyktsdirektiv den 4 mars 2022. Massflyktsdirektivet ger personer som flyr från Ukraina rätt att få tillfälligt uppehålls- och arbetstillstånd inom EU. https://www.migrationsverket.se/andra-akto...

Bara under den senaste natten säger sig Ukraina ha anfallit ett 20-tal ryska olje- och gasfartyg i Svarta havet. Den nya strategin innebär att man utvidgar en intensiv offensiv från Azovska sjön. SvD 15 juli 2026 https://www.svd.se/a/oEwQxm/ny-ukrainsk-taktik-dronarvagor-i-svarta-havet Baku - plus ça change, plus c'est la même chose, Gunnar Hökmark och Alfred Nobel https://englundmacro.blogspot.com/2025/07/baku-plus-ca-change-plus-cest-la-meme.html Nu har EU momentum i Svartahavsregionen And they were clear with their intentions - "the future of Ukraine belongs with the EU," said EU President Herman Van Rompuy.  Gavin Hewitt BBC Europe editor 2 March 2014 https://englundmacro.blogspot.com/2025/10/nu-har-eu-momentum-i-svartahavsregionen.html  

A wildfire burns in Noisy-sur-Ecole n ear Fontainebleau, southern Paris Temporary shutdown of three nuclear power stations to avoid the discharge of warm cooling water into overheated waterways. Tour de France cycling race shortened Sunday's stage by 30km as temperatures neared 40C.      BBC 13 July 2026 https://www.bbc.com/news/articles/clye4z168edo It was Baron Hastings Ismay, Winston Churchill’s military advisor and NATO’s original secretary general, who first described the organization as an alliance to keep the Russians out, the Americans in and the Germans down.  Last week’s summit was devoted almost entirely to the second task, which is not a healthy sign. Marc Champion Bloomberg 13 July 2026 https://www.bloomberg.com/opinion/articles/2026-07-13/nato-s-ankara-summit-was-more-of-a-warning-than-an-escape Lord Ismay NATO’s first Secretary General had famously said  NATO was created to “keep the Soviet Union out, the Americans in, and the Germans down.” https...

Ambrose, Bank of England, ECB, Solar   https://englundmacro.blogspot.com/2026/07/ambrose-bank-of-england-ecb-solar.html Techbolag tyngde Wall Street https://www.di.se/live/techbolag-tyngde-wall-street-meta-rusade/ Democratic Socialist, “hard core, godless Communists”, wins Colorado primary Melat Kiros, a 29-year-old first-time candidate, endorsed by progressive Vermont senator Bernie Sanders and California Democratic congressman Ro Khanna.  She was backed by Justice Democrats, the group that helped catapult Alexandria Ocasio-Cortez to Congress in 2018. Her victory comes a week after three congressional candidates backed by New York City’s mayor Zohran Mamdani swept their Democratic primaries, ousting two sitting lawmakers from the party. US President Donald Trump last week called Democratic Socialists “hard core, godless Communists” Financial Times 1 July 2026 https://www.ft.com/content/36b9c745-5934-48b0-a505-f45d196ad632?syn-25a6b1a6=1 Annika Ström Melin: Nej tack till super...

  Tyskt jättefiasko – utslaget av Paraguay https://www.dn.se/sport/tyskt-jattefiasko-utslaget-av-paraguay-efter-straffdrama/ Attackvågor mot Moskva Rapporterna kommer sedan Ukrainas president Volodymyr Zelenskyj i förra veckan tillkännagav en 40 dagar lång offensiv som ska pressa Ryssland till ett krigsslut. Bara under natten mot fredagen anföll Ukraina landet med sammanlagt 660 drönare. https://www.dn.se/direkt/ukraina/2026-06-30/ryssland-attackvagor-mot-moskva/ Putin makes rare admission of fuel shortages caused by Ukrainian strikes In Russia, the impact of Ukraine's missile and drone strikes on energy infrastructure from Moscow to the Black Sea and beyond has long been evident. In recent months, Ukraine has been growing in confidence that the tide of war was turning in its favour, launching deep strikes on St Petersburg and Moscow, stepping up attacks on Crimea, and openly seeking to inflict maximum casualties along the front line. BBC 29 June 2026 https://www.bbc.com/news/artic...

Poland's highest state honour, the Order of the White Eagle, over Kyiv's decision to name a military unit after controversial World War II fighters. https://en.wikipedia.org/wiki/Order_of_the_White_Eagle_(Poland) Ukrainian Insurgent Army (UPA)   Many in Ukraine regard the UPA, which existed in the 1940s and 1950s, as heroes who fought for Ukrainian independence against the Soviet Red Army as well as Nazi Germany and Polish authorities. So for Ukrainians the title "Heroes of the Ukrainian Insurgent Army" is a major honour. Poland, however, accuses the UPA of carrying out a genocide of ethnic Poles in Volhynia (now Volyn in Ukraine) in 1943-45. BBC 20 June 2026 https://www.bbc.com/news/articles/cr7xzg3dmj8o

  Risk att Space X spräcker AI-bubblan https://www.epochtimes.se/risk-att-space-x-spracker-ai-bubblan Can the stockmarket swallow SpaceX, Anthropic and OpenAI? OpenAI Joins a Massive AI IPO Pipeline Now Worth $3.6 Trillion https://englundmacro.blogspot.com/2026/06/9-juni-us-trade-deficit-spacex.html EU, Apple och  Digital Markets Act Eftersom EU klassificerar Iphone som en marknadsledande produkt  som omfattas av förordningen Digital Markets Act, DMA, kan Apple inte lansera appar och tjänster i EU utan att också släppa in motsvarande alternativ från andra utvecklare. I praktiken: För att få lansera nya Siri AI behöver Apple också ge andra bolag möjligheten att integrera sina motsvarande AI-tjänster lika djupt in i Iphone. Apple skriver vidare att EU-kommissionens tjänstemän gör en ”extrem tolkning” av DMA vilken skulle innebära att Apple behöver ”ge alla virtuella assistenter direkt åtkomst till användarnas privata data – och möjligheten att direktstyra andra installerade...