{"id":80014,"date":"2025-06-01T11:30:47","date_gmt":"2025-06-01T09:30:47","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80014"},"modified":"2025-06-04T11:33:21","modified_gmt":"2025-06-04T09:33:21","slug":"monthly-comment-may-2025","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2025\/06\/01\/monthly-comment-may-2025\/","title":{"rendered":"M\u00e5nadskommentar \u2013 maj 2025"},"content":{"rendered":"<p>Under maj m\u00e5nad s\u00e5g vi en \u00e5terh\u00e4mtning p\u00e5 de finansiella marknaderna \u00e4ven om os\u00e4kerheten \u00e4r fortsatt n\u00e4rvarande. Vi n\u00e5ddes av nya utspel fr\u00e5n Trump men framtoningen \u00e4r mjukare och mer marknadsv\u00e4nlig, bland annat har Trump meddelat att han inte avser att sitta kvar som president efter sin nuvarande mandatperiod och att han inte ska f\u00f6rs\u00f6ka avs\u00e4tta FED-chefen Jerome Powell. Ett uttalande om att inf\u00f6ra 50 %-iga tullar p\u00e5 varor fr\u00e5n EU \u00e4ndrades kort d\u00e4refter med att f\u00f6rhandlingar p\u00e5g\u00e5r och inf\u00f6randet av tullarna pausas till b\u00f6rjan av juli. Marknaden fokuserar \u00e5terigen mer p\u00e5 vad Trump faktiskt g\u00f6r \u00e4n vad han hotar att g\u00f6ra. Fed l\u00e4mnade som v\u00e4ntat r\u00e4ntan of\u00f6r\u00e4ndrad i intervallet 4,25-4,50 %. Kreditv\u00e4rderingsinstitutet Moody\u00b4s s\u00e4nkte USA:s kreditbetyg ett steg p\u00e5 grund av stigande skulds\u00e4ttning och minskade skatteint\u00e4kter. F\u00f6r svensk del l\u00e4mnades styrr\u00e4ntan of\u00f6r\u00e4ndrad. Rapports\u00e4songen kan summeras som godk\u00e4nd \u00e4ven om bolagen har sv\u00e5rt att guida om framtiden. Vi ser en risk att kommande rapporter f\u00f6r Q2 och Q3 kan bli mer utmanade d\u00e4r os\u00e4kerheten kring tullar och en st\u00e4rkt SEK kan ge negativa effekter.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2025\/06\/Monthly-Comment-May-2025.pdf\">Monthly Comment May 2025<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2025\/06\/Manadskommentar-maj-2025.pdf\">M\u00e5nadskommentar maj 2025<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>During the month of May, we saw a recovery in the financial markets, although uncertainty remains present. We received new statements from Trump, but his tone has been softer and more market-friendly. Among other things, Trump announced that&#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-80014","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 2025 | 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\/2025\/06\/01\/monthly-comment-may-2025\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monthly Comment - May 2025 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"During the month of May, we saw a recovery in the financial markets, although uncertainty remains present. 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