{"id":80030,"date":"2025-08-01T15:12:32","date_gmt":"2025-08-01T13:12:32","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80030"},"modified":"2025-08-01T15:12:32","modified_gmt":"2025-08-01T13:12:32","slug":"monthly-comment-july-2025","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2025\/08\/01\/monthly-comment-july-2025\/","title":{"rendered":"M\u00e5nadskommentar \u2013 juli 2025"},"content":{"rendered":"<p>Under juli har de finansiella marknaderna framf\u00f6r allt fokuserat p\u00e5 fortsatta handelssamtal mellan USA och resten av v\u00e4rlden samt rapporterna f\u00f6r kvartal tv\u00e5. USA och Europa enades till slut om ett handelsavtal d\u00e4r 15-procentiga tullar l\u00e4ggs p\u00e5 huvuddelen av varor som importeras fr\u00e5n EU till USA. \u00d6verenskommelsen inneb\u00e4r ocks\u00e5 att Europa ska g\u00f6ra stora investeringar i USA. Kina och USA f\u00f6rde diskussioner i Stockholm men inget avtal \u00e4r \u00e4nnu p\u00e5 plats utan mer tidsfrist har getts. Det g\u00e4ller ocks\u00e5 flertalet andra l\u00e4nder, n\u00e5got som \u00e4r positivt f\u00f6r nu men skapar fortsatt os\u00e4kerhet fram\u00f6ver. Rapportperioden har \u00f6verraskat positivt i USA men \u00e4ven i Europa och Sverige har de negativa konsekvenserna p\u00e5 grund av tullar och en starkare SEK \u00e4n s\u00e5 l\u00e4nge p\u00e5verkat f\u00f6retagen mindre \u00e4n befarat. Flera stora marknader n\u00e5dde under m\u00e5naden nya toppnoteringar. I USA beh\u00f6ll amerikanska centralbanken, FED, r\u00e4ntan of\u00f6r\u00e4ndrad trots p\u00e5tryckningar fr\u00e5n Trump. Noterbart \u00e4r att det var en splittrad direktion d\u00e4r tv\u00e5 ledam\u00f6ter r\u00f6stade emot beslutet.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2025\/08\/Manadskommentar-juli-2025.pdf\">M\u00e5nadskommentar juli 2025<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2025\/08\/Monthly-Comment-July-2025.pdf\">Monthly Comment July 2025<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>During July, the financial markets mainly focused on the continued trade talks between the United States and the rest of the world, as well as the Q2 earnings reports. The U.S. and Europe finally agreed on a trade deal in which 15% tariffs are imposed on&#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-80030","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 \u2013 July 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\/08\/01\/monthly-comment-july-2025\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monthly Comment \u2013 July 2025 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"During July, the financial markets mainly focused on the continued trade talks between the United States and the rest of the world, as well as the Q2 earnings reports. 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