Weekly Update 13 Jun 2025

National currencies and bonds moved lower, while other asset classes were mixed, but mostly lower as well. The week's best performers were crude oil, up 9.9%, platinum, up 3.5%, and Ethereum, up 1.0%. The largest losses were in coffee, down 5.0%, the Euro STOXX, down 4.3%, and the Dow Industrials, down 4.1%. The US Dollar fell 2.8%, and Bitcoin closed off 1.3%.

The Euro, down 1.6%, was the strongest national currency, followed by the Chinese Renminbi, which lost 1.7%. The Japanese Yen was the weakest national currency, dropping 3.1%, while the US Dollar dropped 2.8%. USD cash was outperformed by short term notes, which fell 2.5%, and by long term bonds, which gave up 1.7%.

Equity indexes, with the exception of gold stocks, were all lower, led by the Euro STOXX, down 4.3%, and the Dow Jones Industrials, down 4.1%. Outside of gold stocks, which rose 0.2%, the Nikkei 225 index was the strongest, falling "only" 2.9%.

Once again, commodities saw the most violent price action, both positive and negative. Crude oil rose 9.9%, and platinum advanced 3.5%, while coffee fell 5.0% and copper dropped 3.3%. Silver closed the week down 3.1%.

Bitcoin fell 1.3%, outperforming all national currencies, bonds, and major stock indexes. Ethereum did even better, rising 1.0%.


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