{"id":79899,"date":"2024-06-01T10:18:09","date_gmt":"2024-06-01T08:18:09","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=79899"},"modified":"2024-06-07T10:24:02","modified_gmt":"2024-06-07T08:24:02","slug":"monthly-comment-may-2024","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2024\/06\/01\/monthly-comment-may-2024\/","title":{"rendered":"M\u00e5nadskommentar maj 2024"},"content":{"rendered":"<p>Under maj m\u00e5nad steg v\u00e4rldens b\u00f6rser p\u00e5 f\u00f6rhoppningar om fortsatt sjunkande inflation, fallande r\u00e4ntor och att en djup och l\u00e5ngvarig l\u00e5gkonjunktur undviks. Ekonomisk statistik, d\u00e4ribland BNP-siffror bekr\u00e4ftade bilden av en ekonomisk \u00e5terh\u00e4mtning, s\u00e5 \u00e4ven f\u00f6r svensk del. Riksbanken beslutade den 8:e maj att s\u00e4nka styrr\u00e4ntan fr\u00e5n 4 % till 3,75 % och gick d\u00e4rmed f\u00f6re b\u00e5de FED och ECB. Noterbart \u00e4r att den svenska kronan trots det st\u00e4rktes under resten av m\u00e5naden. Rapports\u00e4songen har fortsatt varit relativt stark och marknaden fokuserar allt mer p\u00e5 ordering\u00e5ng, marginaler och vinsttillv\u00e4xt. V\u00e4rt att n\u00e4mna \u00e4r att Nvidia lyckades leverera p\u00e5 h\u00f6gt st\u00e4llda f\u00f6rv\u00e4ntningar vilket var viktigt f\u00f6r tech-sektorn som helhet. Vad g\u00e4ller obligationsmarknaden ser den ut att ha tinat upp efter en period d\u00e4r den i stort sett varit st\u00e4ngd f\u00f6r framf\u00f6r allt mindre bolag. Fortfarande \u00e4r dock finansieringskostnaden h\u00f6g i och med h\u00f6ga r\u00e4ntor och relativt stora kreditspreadar f\u00f6r detta segment. M&amp;A-aktiviteten har ocks\u00e5 \u00f6kat d\u00e4r vi sett ett antal uppk\u00f6psbud under m\u00e5naden. I USA vaknade \u00e5terigen MEME-hysterin till liv med stora r\u00f6relser i de mest blankade bolagen.<\/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\/2024\/06\/Monthly-Comment-May-2024-1.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Inb\u00e4ddning av Monthly-Comment-May-2024-1.\"><\/object><a id=\"wp-block-file--media-2db00a3a-71fc-4877-a5c7-ced8513e54c8\" href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2024\/06\/Monthly-Comment-May-2024-1.pdf\">Monthly-Comment-May-2024-1<\/a><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2024\/06\/Monthly-Comment-May-2024-1.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-2db00a3a-71fc-4877-a5c7-ced8513e54c8\">Ladda ner<\/a><\/div>\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\/2024\/06\/Manadskommentar-maj-2024.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Inb\u00e4ddning av Manadskommentar-maj-2024.\"><\/object><a id=\"wp-block-file--media-7e7b5a39-2f18-4d07-8553-422eab880a0a\" href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2024\/06\/Manadskommentar-maj-2024.pdf\">Manadskommentar-maj-2024<\/a><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2024\/06\/Manadskommentar-maj-2024.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-7e7b5a39-2f18-4d07-8553-422eab880a0a\">Ladda ner<\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>In May, global stock markets rose on hopes of continued declining inflation, falling interest rates, and avoiding a deep and prolonged recession. Economic data, including GDP figures, confirmed the&#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-79899","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 May 2024 | 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\/2024\/06\/01\/monthly-comment-may-2024\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monthly Comment May 2024 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"In May, global stock markets rose on hopes of continued declining inflation, falling interest rates, and avoiding a deep and prolonged recession. 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