{"id":80086,"date":"2026-03-01T15:49:28","date_gmt":"2026-03-01T14:49:28","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80086"},"modified":"2026-03-04T15:51:15","modified_gmt":"2026-03-04T14:51:15","slug":"monthly-comment-february-2026","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/03\/01\/monthly-comment-february-2026\/","title":{"rendered":"M\u00e5nadskommentar \u2013 februari 2026"},"content":{"rendered":"<p>Under februari fortsatte bolagsrapporterna f\u00f6r det fj\u00e4rde kvartalet att komma in. Resultaten har varit blandade med stora r\u00f6relser b\u00e5de upp\u00e5t och ned\u00e5t. Som n\u00e4mndes i f\u00f6rra m\u00e5nadskommentaren levererade bolag inom elektrifiering, energieffektivisering och gruvrelaterade sektorer generellt starka siffror. AI- och techoron kvarstod, och SaaS-bolag var fortsatt under press. FOBO (Fear of Becoming Obsolete), eller risken att AI g\u00f6r m\u00e5nga SaaS-bolag utdaterade, diskuterades flitigt. I USA meddelade H\u00f6gsta domstolen att de underk\u00e4nner delar av de tullar som inf\u00f6rts av Donald Trump. Trump har d\u00e4rf\u00f6r hotat med nya tullar, men i dagsl\u00e4get \u00e4r det oklart var dessa landar. Fr\u00e5n USA kom ocks\u00e5 n\u00e5got l\u00e4gre inflationssiffror och svagare BNP-siffror \u00e4n v\u00e4ntat, vilket \u00e4ven var fallet i Sverige. ECB l\u00e4mnade r\u00e4ntan of\u00f6r\u00e4ndrad p\u00e5 2 procent vid sitt r\u00e4ntem\u00f6te. Februari avslutades med USA:s och Israels attack mot Iran, vilket kom att \u00f6verskugga \u00f6vriga h\u00e4ndelser under m\u00e5naden. Os\u00e4kerheten p\u00e5 marknaden kretsar nu kring hur l\u00e4nge konflikten kan p\u00e5g\u00e5 och hur stor p\u00e5verkan den f\u00e5r p\u00e5 olje- och gaspriser. Hormuzsundet \u00e4r s\u00e4rskilt viktigt eftersom en stor del av v\u00e4rldens energitransporter passerar d\u00e4r, men konflikten kan \u00e4ven komma att p\u00e5verka fraktpriser mer generellt. Iran kan ocks\u00e5 ha ett intresse av att dra ut p\u00e5 kriget f\u00f6r att p\u00e5verka opinionen, inte minst i USA. En ytterligare eskalering skulle vara att Ryssland eller Kina dras in i konflikten, \u00e4ven om det i nul\u00e4get framst\u00e5r som mindre troligt.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/03\/Monthly-Comment-February-2026.pdf\">Monthly Comment February 2026<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/03\/Manadskommentar-februari-2026.pdf\">M\u00e5nadskommentar februari 2026<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>During February, companies continued to report their fourth-quarter earnings. Results were mixed, with significant moves both up and down. As mentioned in last month\u2019s commentary, companies within electrification, energy efficiency, and mining-related sectors generally delivered strong results. Concerns around AI and&#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-80086","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 February 2026 | 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\/2026\/03\/01\/monthly-comment-february-2026\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monthly Comment \u2013 February 2026 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"During February, companies continued to report their fourth-quarter earnings. 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