Den senaste veckans r\u00e4nter\u00f6relser h\u00e4nger ihop med det som h\u00e4nder i USA och med oron i Mellan\u00f6stern.\u00a0<\/p>\n
St\u00f6rningarna i Hormuzsundet har drivit upp olje- och gaspriser, vilket spridit sig till inflationsf\u00f6rv\u00e4ntningarna \u2013 och d\u00e4rifr\u00e5n till de l\u00e5nga r\u00e4ntorna.\u00a0<\/p>\n
Riksbanken h\u00e5ller styrr\u00e4ntan still, men Swedbank och SEB r\u00e4knar b\u00e5da med att n\u00e4sta r\u00f6relse blir upp\u00e5t, skriver Placera<\/a>. I ett s\u00e5dant l\u00e4ge delar sig b\u00f6rsen, skriver Di<\/a>.<\/p>\n MISSA INTE: <\/strong>Bostadspriserna: \u00d6kat fem g\u00e5nger mer \u00e4n l\u00f6nerna \u2013 \u201cinte h\u00e5llbart\u201d<\/a><\/p>\n Bankerna vinner p\u00e5 r\u00e4ntan\u2013 men bara om kurvan inte blir f\u00f6r brant<\/p>\n Lars S\u00f6derfjell<\/strong>, aktiestrateg p\u00e5 \u00c5landsbanken, pekar ut banksektorn som den tydligaste vinnaren i ett stigande r\u00e4ntel\u00e4ge. En positivt lutande avkastningskurva, d\u00e4r l\u00e5nga r\u00e4ntor \u00e4r h\u00f6gre \u00e4n korta, \u00f6kar bankernas intj\u00e4ning fr\u00e5n inl\u00e5ningen utan att bromsa l\u00e5ntagarna.<\/p>\n Av storbankerna f\u00f6rordar han Nordea, delvis av ett valr\u00f6relsespecifikt sk\u00e4l: Nordea har l\u00e4gre direkt exponering mot Sverige och p\u00e5verkas d\u00e4rmed mindre om en eventuell r\u00f6dgr\u00f6n regering genomf\u00f6r bankskatt efter valet.<\/p>\n Karl Hedberg<\/strong>, aktiechef p\u00e5 DNB Carnegie, h\u00e5ller med om bankernas potential men l\u00e4gger till en varning: om r\u00e4ntekurvan blir alltf\u00f6r brant b\u00f6rjar den sl\u00e5 mot l\u00e5netillv\u00e4xten och i f\u00f6rl\u00e4ngningen mot kreditf\u00f6rluster, skriver Morningstar<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Den senaste veckans r\u00e4nter\u00f6relser h\u00e4nger ihop med det som h\u00e4nder i USA och med oron i Mellan\u00f6stern.\u00a0 St\u00f6rningarna…\n","protected":false},"author":2,"featured_media":371525,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[12606,72,70,71,4500,349,6042,395,34,31,33,32,30,5235],"class_list":["post-371524","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-banker","tag-business","tag-economy","tag-ekonomi","tag-pengar","tag-privatekonomi","tag-ranta","tag-rantan","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-tips"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117237618211396002","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/371524","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=371524"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/371524\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/371525"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=371524"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=371524"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=371524"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}