För de finansiella marknaderna är det bara räntan som styr

Glöm de ryska aggressionerna och de kinesiska galenskaperna - för de finansiella marknaderna är det bara räntan som styr. Inget annat spelar någon större roll.

Flera år med gratispengar har gjort oss beroende av rejäl doping. Minsta nedtrappning av stimulanserna upplevs som ett hinder, trots att det egentligen inte är så besvärligt. För om vi ska vara helt ärliga – vad betyder egentligen en procent högre ränta? 

För företagen betyder det inget alls. 

Om den svenska räntan skulle vara något tiondels procentenhet över ECB:s kommer kronan att bli alltför stark, och det uppskattas inte.

Henrik Mitelman 8 februari 2022

https://www.di.se/analys/chocken-far-vanta-oron-for-rantehojning-ar-overdriven/

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