Toppen för Riksbankens styrränta har likt en hägring verkat vara nästan inom räckhåll, men ...

 ... gradvis flyttats längre upp och längre bort. 

Även den överraskande motståndskraften i exportsektorn under årets första halva liknar såhär på höstkanten mer en tillfällig effekt av svag krona och tjocka orderböcker.

Jämfört med i början av året står det nu klart att hushållen kommer att brottas med högre räntor under längre tid. 

Marken skakar också under den hittills urstarka arbetsmarknaden.

Nils Åkesson DI 30 augusti 2023

https://www.di.se/analys/besk-cocktail-for-riksbanken/


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