{"id":80046,"date":"2025-11-01T14:40:08","date_gmt":"2025-11-01T13:40:08","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80046"},"modified":"2025-11-06T14:42:00","modified_gmt":"2025-11-06T13:42:00","slug":"monthly-comment-october-2025","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2025\/11\/01\/monthly-comment-october-2025\/","title":{"rendered":"M\u00e5nadskommentar \u2013 oktober 2025"},"content":{"rendered":"<p>Bolagsrapporterna var \u00f6verlag starka under m\u00e5naden och investerare valde \u00e5ter att fokusera p\u00e5 vinster snarare \u00e4n geopolitik. De stora amerikanska teknikbolagen planerar enorma investeringar inom AI, huvudsakligen finansierade av egna kassafl\u00f6den. Viss oro finns \u00f6ver att satsningarna inte ska b\u00e4ra frukt, men trots det handlades aktierna \u00f6verlag upp. Fordonsindustrin i Europa har dock fortsatt motvind, och Tysklands f\u00f6rbundskansler Friedrich Merz \u00f6ppnar f\u00f6r att senarel\u00e4gga f\u00f6rbudet mot fossila motorer som ska tr\u00e4da i kraft 2030. Europa tyngdes \u00e4ven av svaga tillv\u00e4xtsiffror i Tyskland och politiskt kaos i Frankrike. Inom EU \u00f6verlevde Ursula von der Leyen ytterligare misstroendeomr\u00f6stningar, och ett extram\u00f6te planeras i februari f\u00f6r att diskutera avregleringar och \u00f6kad konkurrenskraft. Beslutet att f\u00f6rbjuda ben\u00e4mningar som vegokorv och vegoburgare v\u00e4ckte samtidigt viss uppm\u00e4rksamhet. I USA \u00e4r statsapparaten fortsatt nedst\u00e4ngd, men marknaderna har reagerat f\u00f6rh\u00e5llandevis lugnt. Fed s\u00e4nkte som v\u00e4ntat styrr\u00e4ntan till 3,75\u20134,00 %, och Jerome Powell markerade att det \u00e4r upp till Fed att avg\u00f6ra n\u00e4sta steg vid m\u00f6tet i december. ECB l\u00e4mnade i sin tur r\u00e4ntan of\u00f6r\u00e4ndrad och h\u00e4nvisade till inkommande data. Ett f\u00f6rsta steg mot en fredsplan mellan Israel och Hamas n\u00e5ddes, vilket ses som en diplomatisk framg\u00e5ng f\u00f6r USA. Samtidigt kvarst\u00e5r sp\u00e4nningarna mellan USA och Kina, d\u00e4r handelskonflikten nu r\u00f6r s\u00e4llsynta jordartsmetaller. President Trump meddelade att Indien och Japan ska sluta k\u00f6pa energi fr\u00e5n Ryssland, medan b\u00e5de EU och USA sk\u00e4rpte sanktionerna mot ryska bolag som Lukoil och Rosneft. P\u00e5 r\u00e5varusidan steg guldet till omkring 4 200 USD, drivet av centralbankernas expansiva politik och v\u00e4xande os\u00e4kerhet kring valutornas l\u00e5ngsiktiga v\u00e4rde.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2025\/11\/Manadskommentar-oktober-2025.pdf\">M\u00e5nadskommentar oktober 2025<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2025\/11\/Monthly-Comment-October-2025.pdf\">Monthly Comment October 2025<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Corporate earnings were generally strong during the month, and investors once again chose to focus on profits rather than geopolitics. The major U.S. technology companies announced massive investments in AI, largely financed through internal cash flows. Some concern remains&#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-80046","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 October 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\/11\/01\/monthly-comment-october-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 October 2025 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"Corporate earnings were generally strong during the month, and investors once again chose to focus on profits rather than geopolitics. 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