Monthly Comment November 2021

After quite positive performance during October, mainly driven by the reporting season, financial markets turned into negative territory during November. The spread of Covid-19 has risen significantly in Europe during the autumn and Omikron...

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Monthly Comment October 2021

Focus on inflation and rising interest rates dominated the news flow in October together with the company reports for the third quarter. The oil price continued to rise and traded at levels not seen since 2018 for the Brent and 2014 for WTI.

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Monthly Comment September 2021

In September, the financial markets became increasingly nervous. The SAX index in Sweden lost just over 6%, the stock exchanges in Europe and the USA were also down - the S&P 500, for example, was down just over 5%.

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Monthly Comment July 2021

In July, markets have focused on the spread of the delta variant of Covid-19. However, the number of people in need of intensive care remains low, which indicates that the vaccinations are effective. Instead, the reporting period for the second quarter has dictated the mood of financial markets.

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Monthly Comment March 2021

In March, stock markets were mostly up. The Stockholm Stock Exchange was one of the best performing markets, driven by strong gains for cyclical companies and as well as banks. The long-term interest rate in the US continued to rise...

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