Kronans styrka bister realitet för Stockholmsbörsens exportjättar

Den svenska kronans oväntade styrka har blivit en bister realitet för Stockholmsbörsens exportjättar, och i siffrorna för det fjärde kvartalet lär valutasmockan nå sin absoluta kulmen. 

Enligt uppskattningar från Factset härrör endast 26 procent av försäljningen för bolagen i Stockholmsbörsens breda index från Sverige. 

Det innebär att en förkrossande majoritet av intäkterna genereras utomlands, där försäljningen ofta sker i andra valutor som nu har blivit betydligt mindre värda när de ska räknas om till svenska kronor.

Dessa negativa effekter har varit en följeslagare för de internationella bolagen under hela året, men det är just under det fjärde kvartalet som påverkan blir som allra störst hittills. 

Robert Andersson DI 12 januari 2026

https://www.di.se/analys/nu-kulminerar-valutasmockan/

Det är dollarn bakom allt
https://englundmacro.blogspot.com/2025/02/det-ar-dollarn-bakom-allt-monetary.html

 


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