News archive

In June, the tone of the conflict that had dominated the market for six months turned. Tanker traffic through Hormuz resumed, oil prices fell back and the acute concern eased.

In May, global stock markets rose broadly and closed near records. At the same time, long-term interest rates reached their highest levels in many years and inflation in Europe accelerated.

Valuation gap, growth gap and what the Swedish base currency means. The year started well for Europe. Then came March, the oil shock and the US took the lead again. It is a

April was the month when stocks rebounded while oil prices reached a four-year high. The S&P 500 rose +10.4 percent and closed at a record level of 7,209. The Stockholm Stock Exchange recovered

March was a clearly more challenging month, with several risk factors converging and putting pressure on the markets. The US was characterised by a downward sawtooth movement, while Europe and Sweden fell

February offered a positive but more choppy market than the previous month. Developments were mixed across regions and risk appetite shifted rapidly in line with the news flow. Geopolitics

January started the year with positive market sentiment as investors weighed continued economic stability against increased geopolitical risks. Stock markets performed strongly in Europe and Sweden, where

December was an intense end to the year, with markets marked by both hope and caution. The central banks' last interest rate announcements for the year, continued geopolitical uncertainty and positioning

When we summarize 2025, a clear pattern emerges: the market was often influenced more by the news flow than by reported earnings and macro forecasts. Events such as tariff threats, political statements

November was a month marked by high uncertainty but at the same time several bright spots in the financial markets. Monetary policy announcements, geopolitical changes and major shifts in both