{"id":80149,"date":"2026-11-01T11:11:04","date_gmt":"2026-11-01T10:11:04","guid":{"rendered":"https:\/\/www.k-s.lu\/?p=80149"},"modified":"2026-11-10T11:14:04","modified_gmt":"2026-11-10T10:14:04","slug":"monthly-comment-october-2026","status":"publish","type":"post","link":"https:\/\/www.k-s.lu\/sv\/monthly-comments\/2026\/11\/01\/monthly-comment-october-2026\/","title":{"rendered":"M\u00e5nadskommentar \u2013 oktober 2026"},"content":{"rendered":"<p>Oktober har pr\u00e4glats av oroliga marknader med relativt stora r\u00f6relser. Nasdaqb\u00f6rsen i USA och en del tillv\u00e4xtmarknader f\u00f6ll kraftigt, medan Stockholmsb\u00f6rsen stod ut med en liten uppg\u00e5ng. Techsektorn, och d\u00e4r framf\u00f6r allt halvledarsektorn, stod f\u00f6r de st\u00f6rsta nedg\u00e5ngarna. Investerare ser en risk f\u00f6r en \u00f6veretablering av datacenter och alltf\u00f6r stora AI-investeringar hos de stora techbolagen, delvis finansierade genom bel\u00e5ning, samt en framtida energibrist. Mellan\u00e5rsvalet i USA, valet i Brasilien och ett stigande oljepris bidrog ocks\u00e5 till nedg\u00e5ngarna. B\u00e5de Fed och ECB l\u00e4mnade sina respektive styrr\u00e4ntor of\u00f6r\u00e4ndrade. I Frankrike fortsatte protesterna, vilket i kombination med en h\u00f6g statsskuld och kroniska underskott i de offentliga finanserna \u00e4nda sedan 1974, fick r\u00e4ntan p\u00e5 franska statspapper att stiga. I Sverige h\u00f6jde Riksbanken som v\u00e4ntat styrr\u00e4ntan till 2,00 procent. Strax d\u00e4refter publicerades statistik som visade p\u00e5 en l\u00e4gre inflation \u00e4n f\u00f6rv\u00e4ntat. Rapportperioden f\u00f6r Q3 n\u00e4rmar sig sitt slut, och \u00f6verlag har bolagen levererat starka siffror med en fortsatt god ordering\u00e5ng. F\u00f6retag med exponering mot datacenter och AI hade dock en svagare kursutveckling.<\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/11\/Manadskommentar-oktober-2026.pdf\">M\u00e5nadskommentar oktober 2026<\/a><\/p>\n<p><a href=\"https:\/\/www.k-s.lu\/wp-content\/uploads\/2026\/11\/Monthly-Comment-October-2026.pdf\">Monthly Comment October 2026<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>October has been characterised by volatile markets with relatively large swings. The Nasdaq exchange in the US and several emerging markets fell sharply, while the Stockholm Stock Exchange stood out with a slight gain. The tech sector&#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-80149","post","type-post","status-publish","format-standard","hentry","category-monthly-comments"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Monthly Comment \u2013 October 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\/11\/01\/monthly-comment-october-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 October 2026 | Kuylenstierna &amp; Skog S.A\" \/>\n<meta property=\"og:description\" content=\"October has been characterised by volatile markets with relatively large swings. 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