{"id":80131,"date":"2026-08-01T09:55:39","date_gmt":"2026-08-01T07:55:39","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80131"},"modified":"2026-08-10T09:57:16","modified_gmt":"2026-08-10T07:57:16","slug":"monthly-comment-july-2026","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/","title":{"rendered":"M\u00e5nadskommentar \u2013 juli 2026"},"content":{"rendered":"<p>Den geopolitiska utvecklingen fortsatte att s\u00e4tta tonen p\u00e5 de finansiella marknaderna. Sp\u00e4nningarna i Mellan\u00f6stern \u00f6kade efter att Iran attackerat fartyg i Hormuzsundet, vilket f\u00f6ljdes av amerikanska motattacker och iranska vederg\u00e4llningsattacker. Eskaleringen bidrog till stigande oljepriser och h\u00f6gre obligationsr\u00e4ntor, \u00e4ven om marknadsreaktionerna blev relativt begr\u00e4nsade. Rapports\u00e4songen f\u00f6r det andra kvartalet har varit mycket stark. M\u00e5nga bolag redovisade rekordh\u00f6g ordering\u00e5ng, vilket skapar goda f\u00f6ruts\u00e4ttningar f\u00f6r stigande vinster under tredje och fj\u00e4rde kvartalet. Trots detta har aktiemarknadens reaktioner varit f\u00f6rh\u00e5llandevis \u00e5terh\u00e5llsamma, delvis till f\u00f6ljd av den geopolitiska os\u00e4kerheten och det stigande oljepriset. Det kvarst\u00e5r ocks\u00e5 en viss oro f\u00f6r att f\u00f6rv\u00e4ntningarna p\u00e5 AI-relaterad tillv\u00e4xt blivit alltf\u00f6r h\u00f6gt st\u00e4llda, vilket bidragit till \u00f6kad volatilitet p\u00e5 aktiemarknaden. B\u00e5de ECB och Federal Reserve l\u00e4mnade styrr\u00e4ntorna of\u00f6r\u00e4ndrade, men de l\u00e5nga obligationsr\u00e4ntorna steg under m\u00e5naden. Den europeiska ekonomin forts\u00e4tter att pr\u00e4glas av svag utveckling, framf\u00f6r allt i Tyskland, Frankrike och Storbritannien. I USA riktas samtidigt ett allt st\u00f6rre fokus mot mellan\u00e5rsvalet. Demokraterna bed\u00f6ms ha goda m\u00f6jligheter att ta kontroll \u00f6ver representanthuset, medan Republikanerna har relativt goda chanser att beh\u00e5lla majoriteten i senaten.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/08\/Manadskommentar-juli-2026.pdf\">M\u00e5nadskommentar juli 2026<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/08\/Monthly-Comment-July-2026.pdf\">Monthly Comment July 2026<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Geopolitical developments continued to set the tone for the financial markets. Tensions in the Middle East escalated after Iran attacked vessels in the Strait of Hormuz, prompting US retaliatory strikes followed by Iranian counterattacks. The escalation contributed to&#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-80131","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 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\/08\/01\/monthly-comment-july-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 July 2026 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"Geopolitical developments continued to set the tone for the financial markets. Tensions in the Middle East escalated after Iran attacked vessels in the Strait of Hormuz, prompting US retaliatory strikes followed by Iranian counterattacks. The escalation contributed to...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/\" \/>\n<meta property=\"og:site_name\" content=\"Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-01T07:55:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-10T07:57:16+00:00\" \/>\n<meta name=\"author\" content=\"Johan Kjernsvik\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Skriven av\" \/>\n\t<meta name=\"twitter:data1\" content=\"Johan Kjernsvik\" \/>\n\t<meta name=\"twitter:label2\" content=\"Ber\u00e4knad l\u00e4stid\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minut\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/\"},\"author\":{\"name\":\"Johan Kjernsvik\",\"@id\":\"https:\/\/www.k-s.lu\/sv\/#\/schema\/person\/79b4731052a3627b7cf4c1d87b176c06\"},\"headline\":\"Monthly Comment \u2013 July 2026\",\"datePublished\":\"2026-08-01T07:55:39+00:00\",\"dateModified\":\"2026-08-10T07:57:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/\"},\"wordCount\":208,\"publisher\":{\"@id\":\"https:\/\/www.k-s.lu\/sv\/#organization\"},\"articleSection\":[\"Monthly Comments\"],\"inLanguage\":\"sv-SE\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/\",\"url\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/\",\"name\":\"Monthly Comment \u2013 July 2026 | Kuylenstierna &amp; Skog S.A\",\"isPartOf\":{\"@id\":\"https:\/\/www.k-s.lu\/sv\/#website\"},\"datePublished\":\"2026-08-01T07:55:39+00:00\",\"dateModified\":\"2026-08-10T07:57:16+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/#breadcrumb\"},\"inLanguage\":\"sv-SE\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.k-s.lu\/sv\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Monthly Comment \u2013 July 2026\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.k-s.lu\/sv\/#website\",\"url\":\"https:\/\/www.k-s.lu\/sv\/\",\"name\":\"Kuylenstierna &amp; Skog S.A\",\"description\":\"Asset Management\",\"publisher\":{\"@id\":\"https:\/\/www.k-s.lu\/sv\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.k-s.lu\/sv\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"sv-SE\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.k-s.lu\/sv\/#organization\",\"name\":\"Kuylenstierna & Skog S.A\",\"url\":\"https:\/\/www.k-s.lu\/sv\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"sv-SE\",\"@id\":\"https:\/\/www.k-s.lu\/sv\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2019\/05\/ks-wplogo.png\",\"contentUrl\":\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2019\/05\/ks-wplogo.png\",\"width\":190,\"height\":190,\"caption\":\"Kuylenstierna & Skog S.A\"},\"image\":{\"@id\":\"https:\/\/www.k-s.lu\/sv\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/kuylenstierna-skog-s-a\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.k-s.lu\/sv\/#\/schema\/person\/79b4731052a3627b7cf4c1d87b176c06\",\"name\":\"Johan Kjernsvik\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"sv-SE\",\"@id\":\"https:\/\/www.k-s.lu\/sv\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/587564a77601440e1ff41bd62c48db47dc5546bd011159792442a4ba88e031fa?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/587564a77601440e1ff41bd62c48db47dc5546bd011159792442a4ba88e031fa?s=96&d=mm&r=g\",\"caption\":\"Johan Kjernsvik\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Monthly Comment \u2013 July 2026 | Kuylenstierna &amp; Skog S.A","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/","og_locale":"sv_SE","og_type":"article","og_title":"Monthly Comment \u2013 July 2026 | Kuylenstierna &amp; Skog S.A","og_description":"Geopolitical developments continued to set the tone for the financial markets. Tensions in the Middle East escalated after Iran attacked vessels in the Strait of Hormuz, prompting US retaliatory strikes followed by Iranian counterattacks. The escalation contributed to...","og_url":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/","og_site_name":"Kuylenstierna &amp; Skog S.A","article_published_time":"2026-08-01T07:55:39+00:00","article_modified_time":"2026-08-10T07:57:16+00:00","author":"Johan Kjernsvik","twitter_card":"summary_large_image","twitter_misc":{"Skriven av":"Johan Kjernsvik","Ber\u00e4knad l\u00e4stid":"1 minut"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/#article","isPartOf":{"@id":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/"},"author":{"name":"Johan Kjernsvik","@id":"https:\/\/www.k-s.lu\/sv\/#\/schema\/person\/79b4731052a3627b7cf4c1d87b176c06"},"headline":"Monthly Comment \u2013 July 2026","datePublished":"2026-08-01T07:55:39+00:00","dateModified":"2026-08-10T07:57:16+00:00","mainEntityOfPage":{"@id":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/"},"wordCount":208,"publisher":{"@id":"https:\/\/www.k-s.lu\/sv\/#organization"},"articleSection":["Monthly Comments"],"inLanguage":"sv-SE"},{"@type":"WebPage","@id":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/","url":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/","name":"Monthly Comment \u2013 July 2026 | Kuylenstierna &amp; Skog S.A","isPartOf":{"@id":"https:\/\/www.k-s.lu\/sv\/#website"},"datePublished":"2026-08-01T07:55:39+00:00","dateModified":"2026-08-10T07:57:16+00:00","breadcrumb":{"@id":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/#breadcrumb"},"inLanguage":"sv-SE","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.k-s.lu\/monthly-comments\/2026\/08\/01\/monthly-comment-july-2026\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.k-s.lu\/sv\/"},{"@type":"ListItem","position":2,"name":"Monthly Comment \u2013 July 2026"}]},{"@type":"WebSite","@id":"https:\/\/www.k-s.lu\/sv\/#website","url":"https:\/\/www.k-s.lu\/sv\/","name":"Kuylenstierna &amp; Skog S.A","description":"Kapitalf\u00f6rvaltning","publisher":{"@id":"https:\/\/www.k-s.lu\/sv\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.k-s.lu\/sv\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"sv-SE"},{"@type":"Organization","@id":"https:\/\/www.k-s.lu\/sv\/#organization","name":"Kuylenstierna &amp; Skog S.A","url":"https:\/\/www.k-s.lu\/sv\/","logo":{"@type":"ImageObject","inLanguage":"sv-SE","@id":"https:\/\/www.k-s.lu\/sv\/#\/schema\/logo\/image\/","url":"https:\/\/www.k-s.lu\/wp-content\/uploads\/2019\/05\/ks-wplogo.png","contentUrl":"https:\/\/www.k-s.lu\/wp-content\/uploads\/2019\/05\/ks-wplogo.png","width":190,"height":190,"caption":"Kuylenstierna & Skog S.A"},"image":{"@id":"https:\/\/www.k-s.lu\/sv\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/kuylenstierna-skog-s-a\/"]},{"@type":"Person","@id":"https:\/\/www.k-s.lu\/sv\/#\/schema\/person\/79b4731052a3627b7cf4c1d87b176c06","name":"Johan Kjernsvik","image":{"@type":"ImageObject","inLanguage":"sv-SE","@id":"https:\/\/www.k-s.lu\/sv\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/587564a77601440e1ff41bd62c48db47dc5546bd011159792442a4ba88e031fa?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/587564a77601440e1ff41bd62c48db47dc5546bd011159792442a4ba88e031fa?s=96&d=mm&r=g","caption":"Johan Kjernsvik"}}]}},"_links":{"self":[{"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/posts\/80131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/comments?post=80131"}],"version-history":[{"count":1,"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/posts\/80131\/revisions"}],"predecessor-version":[{"id":80134,"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/posts\/80131\/revisions\/80134"}],"wp:attachment":[{"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/media?parent=80131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/categories?post=80131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.k-s.lu\/sv\/wp-json\/wp\/v2\/tags?post=80131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}