Weekly Update 2 Oct 2026

National currencies rose, but all other asset classes were mixed. The largest gainers were coffee, up 5.4%, the Nikkei index, up 5.3%, and the Russian Ruble (not in table), up 3.7%. The largest losses were in gold stocks, down 4.7%, and silver, down 4.5%.

US Dollar cash outperformed its debt instruments, rising 1.7%, while short term notes rose 1.5%, and long bonds fell 0.7%. Bitcoin added 2.2%, but the CCi30 crypto index declined 0.7%.