Gustav Karner

Well worth reading!! hedgenordic.com/2026/05/apotek…

Håller med 👍 #götgatangågata

Higher for longer or lower sooner? Policy rates are moving toward neutral, yet long-term government bond yields remain elevated. Structural factors – higher real rates, term premia and fiscal dynamics – suggest long rates may stay higher for longer, even as inflation moderates. Read more here 👉 open.substack.com/pub/bulekici/p… #macroeconomics #interestrates #fixedincome #fiscalpolicy #termpremium

“Efter två år av reala prisfall och i stort sett oförändrade priser sedan 2024 pekar flera faktorer på en vändning. Lyssna gärna på min spaning om bostadsmarknaden, ekonomin och räntor i @Strivo’s Benchmark Live! linkedin.com/posts/bul-ekic… #Bostadsmarknad #Ekonomi2026”

@EkBul Och inflationen ligger på 2,7%

BoJ signals this week have pushed December hike odds to 53 %. Yet FX intervention threats have been completely absent, despite yen at 10-month lows. Do you think they’ll go for the combo (hike + intervention at 160) to restore credibility, or stick to words only? Full take in my LinkedIn post ↓ #Yen #BoJ #FX #USDJPY linkedin.com/posts/bul-ekic…

Kazakhstan behåller räntan på 18%

Dela gärna 🙏

Argentina Rally: EM’s Fastest Flip – From Red to Green in Record Time EMs have bounced hard from early-year dips. But the rally isn’t broad, geopolitics, policy, and local factors shift the tide. Taiwan ETFs ride the AI/tech wave. Argentina’s late surge after a tough year (like Turkey) shows turnarounds can happen fast. Local FX vs USD is an important key. #EM #Investing #Markets

When central banks pause – it’s the Fed that sets the tone for the dollar. This week: BoE, RBA, RB, NB. Read more on LinkedIn. linkedin.com/posts/bul-ekic… #FX #CentralBanks #USD

Fed preview: markets fully price in an October cut, with 90% odds for another in December. Friday’s delayed CPI, compiled under data gaps, could reshape expectations fast. Policy hinges on confidence in data as much as on inflation itself. #Fed #FOMC #Inflation #Markets #Economy #DataDependency #FX #yields #räntor #inflation #marknader #penningpolitik linkedin.com/posts/bul-ekic…

After two years of real house price declines, Sweden’s housing market may be turning. Falling mortgage rates, fiscal easing and softer amortization rules support a moderate, broad-based rebound in 2026. Read my latest comment here: linkedin.com/posts/bul-ekic… #HousingMarket #Sweden #Riksbank #Bostad #Makro

Intressant från Jim Reid på DB, och som @EkBul skrivit om tidigare

US Treasury yields: Consensus sees the 10-year at 3.8–4.25% in Q4 2025, with the term premium near decade highs. Private investors now drive marginal flows, raising sensitivity and volatility. Markets aren’t just about data – they’re about confidence. Read my latest comment here linkedin.com/posts/bul-ekic… #USTreasuries #Yields #FixedIncome #Macro #Inflation #Markets #Economy #FederalReserve #USTreasuries #Yields #FixedIncome #Macro #Inflation #Markets #Economy #FederalReserve #Ränta #Kina #China #Makro #Centralbanks #guld #gold #BofA #DagensIndustri

Is the dollar losing ground? 📉 Despite diversification into gold and smaller currencies, the USD remains the backbone of global reserves. My latest analysis here linkedin.com/posts/bul-ekic… #dollar #guld #centralbanker #reserver #dedollarisation #ekonomi #USD #FX #Gold #CentralBanks #Reserves #Dedollarisation #Economy #Macro #FinancialStability #Geopolitics #MonetaryPolicy #Inflation #Trust #Resilience #Riksbank #Fed

A “tight cut”: #Riksbank moves early to support households. Read my review here: linkedin.com/posts/bul-ekic… #Riksbanken #räntor #SEK #inflation #ekonomi #monetarypolicy #Sweden Översätt inlägget

Gold hits record above $3,800/oz – up +45% YTD. Central banks keep buying, geopolitics & inflation fears drive demand. Once an “old reserve”, now a cornerstone of future crisis resilience? #Gold #CentralBanks #Dollar #Geopolitics #Markets

Why fix something which isn’t broken?