On Tuesday, the Stockholm Stock Exchange backed 3.3 percent. It is the largest decline an individual trading day since “Bankfross” on March 15, 2023. Leading European exchanges also went heavily.
The breed came in response to the decision of US President Donald Trump to introduce trade tariffs against Mexico and Canada.
The market does not appear to have been prepared for him to make his threats reality, according to Frida Bratt, economist on Nordnet.
– It has obviously been rejected by the market as some kind of negotiating tactics that will not really get rid of. Now it will be so, and then the market is shocked.
Re -evaluates Trump
When Trump was elected president in November, the stock exchange lifted properly, not least in the United States.
– It is a bit surprising almost how the markets chose to focus on the growth -friendly and business -friendly in Trump’s policy and ignore what customs can mean, says Frida Bratt.
Now reality has caught up, she notes.
– Then many in the market have re -evaluated what his presidency should mean and moved from the positive interpretation to something else.
And the turbulence is supposed to last.
-The market is on the toes, a little vulnerable, and very volatile and ready to react to these constant plays from the Trump administration. So I think it will be the coming weeks.
So what does this mean for Swedish small savers? On the one hand, the stock market development should be put in a longer perspective, says Frida Bratt. At the same time, there is reason to review the holding – and spread the risks.
Spread the risks
If you only have money in global funds, which are often heavily weighted against the United States, it may be an idea to supplement with, for example, Swedish funds, European funds and growth funds, according to Frida Bratt.
– You reduce your vulnerability if you have exposure to many different sectors, and many different regions.
It is also possible to invest in companies that have no exposure to the United States. The defense industry is also going strong as Europe is investing heavily in military rebuilding.
– At the same time, one should be aware that repository shares have been very good for some time and it may be that the increased investments are priced in the stock prices, says Frida Bratt.
But above all, one should sit quietly – despite the turbulence.
– If you have long -term savings, you will survive this. The stock exchange sometimes falls and then it usually recovered.