Monthly Comments

During September, the major stock markets worldwide declined while interest rates continued to rise. Relatively strong economic figures and macro statistics can explain the increasing interest rate environment, making fixed-income...

Under the month of August, market volatility increased while the major stock indices declined. The Stockholm Stock Exchange’s broad index, SAX, was one of the larger losers and was down nearly 4%. This means that...

During July, focus has mainly been on companies' reports for the second quarter. Generally speaking, the reports have been good. The Swedish banking sector showed both good profitability and...

In June, the FED left its key interest rate unchanged, while the ECB and the Riksbank, among others, raised interest rates further. The risk of an upcoming recession is still real at the same time as the major stock market...

During the month, there were mixed signals regarding the inflation trend. In general, however, we see falling inflation numbers. The US central bank, the Fed, raised the interest rate by 25 basis points...

During the month, many companies reported figures for the first quarter. In summary, the reports have been relatively good, with generally strong order intake and signs of continued diminishing pandemic effects.

The news flow during March has mainly been about the financial sector and risks associated with the banks. The trigger was the US Silicon Valley Bank, which got into big trouble after it placed deposits from its customers in US government bonds...

January's positive market sentiment shifted somewhat in February. European stock markets held up well, but in the US and in emerging markets, the trend was down. Mainly, the negative sentiment...

2022 was characterized by large movements in the financial markets with decreasing
prices for both stocks and bonds. Easing pandemic effects with better functioning
logistics chains and more...

The new year began with big gains on the world's stock markets. Hopes that a coming recession will be milder than expected, or even avoidable altogether, fuelled the stock prices.