Weekly Update 11 Sep 2026

National currencies rose, but all other asset classes were mixed. The largest gainers were crude oil, up 10.1%, the Chinese Yuan, up 3.2%, and Ethereum, up 3.1%. The largest losses were in palladium, down 5.1%, silver, down 3.9%, and coffee, down 2.5%.

US Dollar cash rose 0.7%, outperforming treasuries, as short term notes rose 0.3% and long bonds fell 1.0%. The S&P 500 closed the week down 0.1%.