Englund

  Mer om Frankrike Biden will have crucial interview with ABC News on Friday https://englundmacro.blogspot.com/2024/07/biden-will-have-crucial-interview-with.html  “Let me say it as clearly as I can, I’m staying in the race,” Biden, 81, said Friday  “I’ll beat Donald Trump.” Bloomberg 5 July 2024 https://www.bloomberg.com/news/articles/2024-07-05/biden-heads-into-make-or-break-weekend-for-2024-election RE: Ja vad skall han annars säga? ABC News - Breaking News, Latest News and Videos (go.com) Dr. Sanjay Gupta: It’s time for President Biden to undergo detailed cognitive and neurological testing and share his results https://edition.cnn.com/2024/07/05/health/gupta-biden-cognitive-testing-analysis/index.html Det kan vara så att marknaden är nervös och stressad inför andra omgången i franska valet på söndag och att USA:s president Joe Biden frågas ut i direktsändning ikväll amerikansk tid säger SEB:s seniorekonom Robert Bergqvist https://www.di.se/live/stockholmsborsen-vander...

  Englund (englundmacro.blogspot.com) “The Black Swan: The Impact of the Highly Improbable” https://englundmacro.blogspot.com/2024/07/the-black-swan-impact-of-highly.html France - Ivestors are relieved that the sky has not yet fallen. https://englundmacro.blogspot.com/2024/07/france-ivestors-are-relieved-that-sky.html The Pandemic Emergency Purchase Program - engaging TPI to help France https://englundmacro.blogspot.com/2024/07/the-pandemic-emergency-purchase-program.html EU straffar nu kinesiska elbilstillverkare med strafftullar.  Bland dem som drabbas i störst omfattning finns jätten BYD och Volvoägaren Geely. https://www.svd.se/a/3MEoAP/sa-blir-tullarna-mot-kina-bilarna EU:s plan: Slå ner mot Shein och Temu https://www.svd.se/a/4Borra/eu-vill-se-tullavgifter-pa-billiga-varor-drabbar-shein-och-temu USA-börsen stängd för Independence day Dagens börs 3 juli 2024 https://englundmacro.blogspot.com/2024/07/dagens-born-3-juli-2024.html CNN Fear & Greed Index https://edition.c...

  Teslas uppgång fortsatte för sjunde dagen i rad – Nvidia lyfte https://www.di.se/live/spretig-halvdag-pa-wall-street/ Utlandsfonder sänker kronan? Den stora majoriteten sparar i globalfonder som får skjuts av USA. Första AP-fondens vd Kristin Magnusson Bernard: Svenskar ligger i absoluta världstoppen i utländsk sparande per person Den stora majoriteten sparar i globalfonder som får skjuts av USA - Utlandsfonder sänker kronan? (englundmacro.blogspot.com) Just 10 companies accounted for all   of S&P 500’s advance  https://englundmacro.blogspot.com/2024/07/just-10-companies-accounted-for-all.html Still Messier with CRE Loans. So let’s extend and pretend Still Messier with CRE Loans. So let’s extend and pretend (englundmacro.blogspot.com) Whether the neutral rate has risen — and if monetary policy is as restrictive as previously thought https://englundmacro.blogspot.com/2024/07/whether-neutral-rate-has-risen-and-if.html Wall Street’s biggest bear is no more Wall St...

  Swedish Housing Prices Rise for Sixth Consecutive Month (englundmacro.blogspot.com) What happens when L’Empereur has no clothes? Quelle Horreur! Could France Crash the Euro? https://englundmacro.blogspot.com/2024/07/what-happens-when-lempereur-has-no.html Lagarde: Monetary policy in an unusual cycle: the risks, the path and the costs https://englundmacro.blogspot.com/2024/07/lagarde-monetary-policy-in-unusual.html The predominant view that supply-chain disruptions were mostly to blame was not accurate.  Demand or Supply? (englundmacro.blogspot.com) BIS: “We know from experience that things look sustainable until, suddenly, they no longer do.” https://englundmacro.blogspot.com/2024/07/bis-we-know-from-experience-that-things.html 10-year yields have ‘little to no’ downside Ronald Temple, chief market strategist at Lazard, says in the firm’s mid-year outlook that even though expectations for central bank interest rate cuts are likely to increase, that won’t lead to much movemen...

  France Haunts ECB as Lagarde Returns to Sintra https://englundmacro.blogspot.com/2024/07/france-haunts-ecb-as-lagarde-returns-to.html   The four-party left-wing alliance, New Popular Front (NFP), had a good night too  https://englundmacro.blogspot.com/2024/07/enligt-prognoserna-far.html Dubbelt så många extrembränder på 20 år https://englundmacro.blogspot.com/2024/07/dubbelt-sa-manga-extrembrander-pa-20-ar.html Lugn handelsdag på Wall Street – Nio rusade (di.se)   Dagens börs 29-30 juni 2024 https://englundmacro.blogspot.com/2024/06/dagens-bors-29-30-juni-2024.html CNN Fear & Greed Index https://edition.cnn.com/markets/fear-and-greed US Bond Yields https://englundmacro.blogspot.com/2024/04/us-bond-yields.html About me https://englundmacro.blogspot.com/2021/11/what-have-i-done-caveat-emptor.html My website https://internetional.se/  

Hans politiska karriär har beskrivits som den snabbaste någonsin i Frankrikes moderna historia. https://englundmacro.blogspot.com/2024/06/hans-politiska-karriar-har-beskrivits.html Emmanuel Macron did write his dissertation on Niccolò Machiavelli https://englundmacro.blogspot.com/2024/06/emmanuel-macron-did-write-his.html Will French elections spark the next euro crisis? Leibniz Center for European Economic Research https://englundmacro.blogspot.com/2024/06/will-french-elections-spark-next-euro.html Berlin has made clear that it will not let the European Central Bank print money to save France. But... https://englundmacro.blogspot.com/2024/06/berlin-has-made-clear-that-it-will-not.html AI Propels Stocks to Monster First Half https://englundmacro.blogspot.com/2024/06/ai-propels-stocks-to-monster-first-half.html Housing Bubbles in America Wolf Street  https://englundmacro.blogspot.com/2024/06/housing-bubbles-in-america-wolf-street.html Interesting Times https://englundmacro.blogspot....

Macron at Versailles https://englundmacro.blogspot.com/2024/06/macron-at-versailles.html Can Bullingdon explain the Tory defeat? Updated. https://englundmacro.blogspot.com/2024/06/can-bullingdon-explain-tory-defeat.html France and Germany are used to getting their way on the EU stage https://englundmacro.blogspot.com/2024/06/france-and-germany-are-used-to-getting.html "Policy may not be as restrictive as perceived" https://englundmacro.blogspot.com/2024/06/policy-may-not-be-as-restrictive-as.html Media om Biden-Trump https://englundmacro.blogspot.com/2024/06/media-om-biden-truma.html Stockholmsbörsen handlades med gott humör på fredagen.  https://www.di.se/live/grona-siffror-pa-borsen-millicom-i-topp-efter-avfardat-bud/   USA-index vände ner – Nike rapportrasade 20 procent (di.se) Dagens börs 27 juni 2024 https://englundmacro.blogspot.com/2024/06/dagens-bors-27-juni-2024.html CNN Fear & Greed Index https://edition.cnn.com/markets/fear-and-greed US Bond Yields https://engl...

  Europe faces an unusual problem: ultra-cheap energy https://englundmacro.blogspot.com/2024/06/europe-faces-unusual-problem-ultra.html What makes solar energy revolutionary is the rate of growth https://englundmacro.blogspot.com/2024/06/what-makes-solar-energy-revolutionary.html “Bank stress tests are fun. They are interesting. So is a game of Monopoly. Do not mistake either for reality,” https://englundmacro.blogspot.com/2024/06/bank-stress-tests-are-fun-they-are.html Nye ägaren Ayad Al-Saffar vände Åhléns till vinst direkt https://englundmacro.blogspot.com/2024/06/nye-agaren-ayad-al-saffar-vande-ahlens.html The U.S. trade deficit in goods widened to $100.6 billion in May För en månad således. https://englundmacro.blogspot.com/2024/06/the-us-trade-deficit-in-goods-widened.html From New England to Latin America https://englundmacro.blogspot.com/2024/06/from-new-england-to-latin-america.html Börsen 26 juni 2024 https://englundmacro.blogspot.com/2024/06/borsen-26-juni-2024.html ...

  The likeliest outcomes are either an outright RN majority – and so a far-right government – or a hung parliament that spells paralysis. Either way, says Baverez, the risks are threefold: first, a crisis of France’s sovereign debt, as the markets defy the French government much as they did the UK’s erstwhile Prime Minister Liz Truss. Second, violence on the street. And third, institutional collapse. “Our Fifth Republic was designed to get us through crises. But we are in a very unstable situation. The citizens are lost because the president himself is lost, so we may have a brutal break-up of the institutions.” Across France people are aware that the country is at a dangerous crossroads. BBC 26 June 2024 Macron's election gamble puts French democracy on the table (bbc.com) The French president’s electoral gamble has sealed the euro’s fate as an orphan currency Transmission Protection Instrument (TPI) EU’s €800bn Recovery Fund TLTRO  OMT  (TSCG or ‘Fiscal Compact’)  ...

  Sju chefsekonomer med delade meningar (2,5 eller 2,25) https://englundmacro.blogspot.com/2024/06/sju-chefsekonomer-med-delade-meningar.html Svenska kraftnät det svenska stamnätet https://englundmacro.blogspot.com/2024/06/svenska-kraftnat-det-svenska-stamnatet.html Deng Xiaoping ran China despite having no formal title other than Most Honorary President of the Chinese Bridge Association https://englundmacro.blogspot.com/2024/06/deng-xiaoping-ran-china-despite-having.html U.S. home prices set new record high Case-Shiller https://englundmacro.blogspot.com/2024/06/us-home-prices-set-new-record-high-case.html Larry Summers says markets are ‘excessively optimistic’ about inflation - Star https://englundmacro.blogspot.com/2024/06/larry-summers-says-markets-are.html EU-kommissionen, med över 30.000 medarbetare föreslår bland annat lagstiftning och övervakar att fördragen efterlevs. https://englundmacro.blogspot.com/2024/06/eu-kommissionen-med-over-30000.html Nvidia ended 6.8% higher Nvid...

Finansminister Elisabeth Svantesson: ”Kampen mot inflationen är vunnen” https://englundmacro.blogspot.com/2024/06/finansminister-elisabeth-svantesson.html Årets snackis i ekonomvärlden: Blir räntan lika låg som före pandemin? https://englundmacro.blogspot.com/2024/06/arets-snackis-i-ekonomvarlden-blir.html High Rates Maybe Forever https://englundmacro.blogspot.com/2024/06/high-rates-maybe-forever.html The Macron meltdown puzzles those who live in a world of macroeconomic data and Excel sheets. https://englundmacro.blogspot.com/2024/06/the-macron-meltdown-puzzles-those-who.html The Economist: Solar Power An energy-rich future is within reach https://englundmacro.blogspot.com/2024/06/the-economist-solar-power-energy-rich.html U.S. and European tariffs on car imports from China look similar, but... https://englundmacro.blogspot.com/2024/06/us-and-european-tariffs-on-car-imports.html Nvidia Is Getting Expensive 18.43 Blandad handelsdag i USA Nvidia fortsatte att falla tungt på måndagen, 6,...

  S&P 500 average stock is about where it was at the start of 2022 https://englundmacro.blogspot.com/2024/06/s-500-average-stock-is-about-where-it.html Inga-Britt Ahlenius: Regeringen bör återupprätta staten och dess ämbetsmän. Inga-Britt Ahlenius: Regeringen bör återupprätta staten och dess ämbetsmän. (englundmacro.blogspot.com) "Make Europe Great Again" raised a few eyebrows in Brussels - "Hungary's ultranationalist, populist prime minister, Viktor Orban https://englundmacro.blogspot.com/2024/06/make-europe-great-again-raised-few.html Why the Far Right Is No Longer an Existential Threat to Europe https://englundmacro.blogspot.com/2024/06/why-far-right-is-no-longer-existential.html Sju EU-länder riskerar böter för brott mot EU:s budgetregler - stability and growth pact was “stupid” Romano Prodi, Commission president https://englundmacro.blogspot.com/2024/06/sju-eu-lander-riskerar-boter-for-brott.html Polen framställdes som ett undantag från de extrema högerparti...