{"id":80141,"date":"2026-10-01T11:13:56","date_gmt":"2026-10-01T09:13:56","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80141"},"modified":"2026-10-07T11:15:42","modified_gmt":"2026-10-07T09:15:42","slug":"monthly-comment-september-2026","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/10\/01\/monthly-comment-september-2026\/","title":{"rendered":"M\u00e5nadskommentar \u2013 september 2026"},"content":{"rendered":"<p>Under september trappades konflikten i Mellan\u00f6stern \u00e5ter upp med stigande energipriser som f\u00f6ljd. Brentoljan n\u00e5dde tillf\u00e4lligt niv\u00e5er runt 110 dollar per fat i mitten av m\u00e5naden innan den f\u00f6ll tillbaka till runt 100 dollar. Samtidigt fortsatte r\u00e4ntan p\u00e5 amerikanska statspapper att stiga till niv\u00e5er vi inte sett sedan 2007, d\u00e4r 10-\u00e5ringen n\u00e4rmade sig 5,30 %. Det amerikanska finansdepartementet ut\u00f6kade sina obligations\u00e5terk\u00f6p av l\u00e5nga papper f\u00f6r att st\u00e4vja utvecklingen, men till liten nytta. Marknaden uppvisar \u00e4nd\u00e5 ett lugn och verkar delvis r\u00e4kna med nya kvantitativa l\u00e4ttnader (QE) f\u00f6r att f\u00e5 ner l\u00e5ngr\u00e4ntorna. F\u00f6rv\u00e4ntningar om \u00f6kade bolagsvinster ger ocks\u00e5 st\u00f6d. H\u00f6gre energipriser och stigande r\u00e4ntor sl\u00e5r dock mot den amerikanska konsumenten vilket kan bli besv\u00e4rligt f\u00f6r Trump i kommande mellan\u00e5rsval. FED h\u00f6jde styrr\u00e4ntan med 25 punkter till intervallet 3,75\u20134 %. I Europa fortsatte de franska statsobligationsr\u00e4ntorna att stiga och r\u00e4nteskillnaden mot Tyskland \u00e4r nu den h\u00f6gsta p\u00e5 15 \u00e5r. Samtidigt valde ECB att h\u00f6ja sin styrr\u00e4nta med 25 punkter till 2,5 %, vilket \u00f6kar r\u00e4ntegapet gentemot Sverige till 75 punkter. Detta s\u00e4tter ytterligare press p\u00e5 Riksbanken och f\u00f6rklarar till viss del den senaste tidens kronf\u00f6rsvagning. Det r\u00e5dande d\u00f6dl\u00e4get i de svenska regeringsf\u00f6rhandlingarna verkar dock inte ha n\u00e5gon direkt p\u00e5verkan p\u00e5 b\u00f6rsen. Donald Trump tr\u00e4ffade Xi Jinping utan att n\u00e5gra st\u00f6rre nyheter kommunicerades och AI- samt techkappl\u00f6pningen mellan supermakterna forts\u00e4tter med full kraft. I Storbritannien har premi\u00e4rminister Andy Burnham \u00f6verraskande \u00f6ppnat upp f\u00f6r en s\u00e5 kallad \"Breturn\" och en potentiell v\u00e4g tillbaka in i EU. Inom fordonsindustrin p\u00e5g\u00e5r intensiva diskussioner om Kinas \u00f6verproduktion och hur v\u00e4stv\u00e4rlden ska st\u00e4lla sig till den prisdumpning som f\u00f6ljer. Det finns en klar risk att den europeiska lastbilssektorn kommer att m\u00f6ta liknande strukturella utmaningar som personbilsindustrin, d\u00e5 en snabbare, mer homogen och billigare kinesisk produktion v\u00e4ntas inneb\u00e4ra en kraftig prispress.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/10\/Manadskommentar-september-2026.pdf\">M\u00e5nadskommentar september 2026<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/10\/Monthly-Comment-September-2026.pdf\">Monthly Comment September 2026<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>In September, the conflict in the Middle East escalated once again, resulting in rising energy prices. Brent crude temporarily reached levels around $110 per barrel in the middle of the month before falling back to around $100. Meanwhile, yields on US Treasury bonds continued to rise to levels not seen since 2007, with the 10-year yield approaching&#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-80141","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 September 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\/10\/01\/monthly-comment-september-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 September 2026 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"In September, the conflict in the Middle East escalated once again, resulting in rising energy prices. 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