{"id":79828,"date":"2023-10-01T14:41:50","date_gmt":"2023-10-01T12:41:50","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=79828"},"modified":"2023-10-05T14:46:57","modified_gmt":"2023-10-05T12:46:57","slug":"monthly-comment-september-2023","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2023\/10\/01\/monthly-comment-september-2023\/","title":{"rendered":"<strong>M\u00e5nadskommentar september 2023<\/strong>"},"content":{"rendered":"<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2023\/10\/Monthly-Comment-September-2023.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Inb\u00e4ddning av Monthly-Comment-September-2023.\"><\/object><a id=\"wp-block-file--media-471bb7fc-2809-453c-8482-056643c00976\" href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2023\/10\/Monthly-Comment-September-2023.pdf\">Monthly-Comment-September-2023<\/a><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2023\/10\/Monthly-Comment-September-2023.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-471bb7fc-2809-453c-8482-056643c00976\">Ladda ner<\/a><\/div>\n\n\n\n<p>Under september f\u00f6ll de stora aktiemarknaderna runt om i v\u00e4rlden samtidigt som r\u00e4ntor fortsatte upp\u00e5t. Relativt starka konjunktursiffror och makrostatistik kan f\u00f6rklara det stigande r\u00e4ntel\u00e4get, vilket g\u00f6r r\u00e4nteplaceringar till ett tydligt alternativ till aktier. Under m\u00e5naden h\u00f6jde b\u00e5de Riksbanken och ECB r\u00e4ntan med 0,25 procentenheter. FED l\u00e4mnade r\u00e4ntan of\u00f6r\u00e4ndrad p\u00e5 5,25\u20135,5% men kommunicerade att ytterligare h\u00f6jningar kan komma och att r\u00e4ntan kommer ligga h\u00f6gre under en l\u00e4ngre tid. Stora bolag med starka balansr\u00e4kningar, speciellt inom starka trender s\u00e5som elektrifiering, automatisering och energieffektivisering, g\u00e5r fortsatt relativt starkt p\u00e5 b\u00f6rsen medan mindre bolag med finansieringsbehov har det betydligt sv\u00e5rare. Den trenden tror vi kan forts\u00e4tta och har d\u00e4rmed en fortsatt l\u00e5g exponering mot bolag med stora kapitalbehov. Kronan st\u00e4rktes efter det penningpolitiska m\u00f6tet den 20 september. En trolig f\u00f6rklaring, ut\u00f6ver r\u00e4nteh\u00f6jningen, \u00e4r att direktionen beslutade att dra ner risken i valutareserven genom att s\u00e4lja USD 8 miljarder och EUR 2 miljarder och k\u00f6pa SEK.<\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2023\/10\/Manadskommentar-september-2023.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Inb\u00e4ddning av Manadskommentar-september-2023.\"><\/object><a id=\"wp-block-file--media-6fcee88a-8a30-4e54-b5c7-4942a073e8c8\" href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2023\/10\/Manadskommentar-september-2023.pdf\">Manadskommentar-september-2023<\/a><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2023\/10\/Manadskommentar-september-2023.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-6fcee88a-8a30-4e54-b5c7-4942a073e8c8\">Ladda ner<\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>During September, the major stock markets worldwide declined while interest rates continued to rise. Relatively strong economic figures and macro statistics can explain the increasing interest rate environment, making fixed-income&#8230;<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[67],"tags":[],"class_list":["post-79828","post","type-post","status-publish","format-standard","hentry","category-monthly-comments"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Monthly Comment September 2023 | Kuylenstierna &amp; Skog S.A<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2023\/10\/01\/monthly-comment-september-2023\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monthly Comment September 2023 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"During September, the major stock markets worldwide declined while interest rates continued to rise. 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