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260220 - Upptrappning i Mellanöstern fick börserna på fall

·10 min·1 clip

Trump gives Iran 10-15 days to agree on nuclear tech, warning 'bad things will happen' as the US deploys its largest Middle East force since 2003.

The episode opens with host Tommy Frumlundsson detailing how US-Iran tensions escalated after Trump issued a 10-15 day deadline for a nuclear agreement, threatening consequences amid the largest US military presence in the Middle East since 2003. Markets reacted with rising oil prices, reaching nearly $72, the highest in six months, due to fears of supply disruptions from a potential Hormuz Strait closure. Global stock indices mostly declined, with S&P 500 and Nasdaq down 0.3%, European indices down 0.5%, and Asian markets like Shanghai and Tokyo falling about 1%. US interest rates dipped slightly, while the Swedish krona weakened against the euro and dollar. A JP Morgan report highlighted that US tariffs have doubled costs for medium-sized American companies, with most tariff burdens falling on US firms and consumers, impacting Trump's approval ratings. US economic data showed a widening trade deficit in December and better-than-expected weekly jobless claims, indicating a resilient labor market. The Swedish Riksbank announced measures to improve banks' liquidity management as system liquidity decreases with its shrinking securities holdings. Overnight Japanese data showed inflation easing slightly but remaining high, with a PMI rise driven by manufacturing. The episode previews a busy data day, starting with Swedish inflation at 8 AM, followed by European PMIs at 10 AM, and US Q4 GDP and PCE inflation in the afternoon. Next week's highlights include Swedish producer prices, bank lending data, and GDP figures, along with US industrial orders and German IFO business climate. Trump's upcoming State of the Union address is noted for potential new policy signals.

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