monetary universe

This week, markets reversed course, putting most assets in the green. The only decliners were silver, down 8.7%, gold stocks, down 4.7%, and palladium, down 3.7%. The largest gains were in crude oil, up 10.0%, the CCi30 crypto index, up 7.5%, and Bitcoin, up 7.3%. The US Dollar hit a new all-time low of 7.24 mg on Monday, then rallied to end the week up 2.9%. All other major currencies followed a similar trajectory, with the CNY rising the most, closing up 5.8%. Bonds outperformed USD cash; long term treasuries rose 3.2%.

More on Weekly Update 24 Oct 2025

Filed under monetary universe by  #

Once again, commodities were mixed, but all other asset classes were in the red. The week's best performers (and only gainers) were silver, up 0.3%, and coffee, up 0.2%. The largest losses were in Bitcoin, down 11.5%, the Chinese Yuan down 9.5%, and the CCi30 crypto index, down 9.3%. The US Dollar hit a new all-time low of 7.3 mg on Thursday, then bounced to end the week down 5.9%. All other major currencies also made new all-time lows, with the CNY hit especially hard.

More on Weekly Update 17 Oct 2025

Filed under monetary universe by  #

Commodities were mixed, but all other asset classes were in the red. The week's best performers (and only gainers) were palladium, up 12.5%, and silver, up 4.2%. The largest losses were all in crypto, with the CCi30 crypto index down 18.1%, Ethereum down 17.0%, and Bitcoin down 9.5%. The US Dollar hit a new all-time low of 7.7 mg on Wednesday, then bounced to end the week down 2.2%. All other major currencies also made new all-time lows, but the Japanese Yen was singled out for a special beating, closing down 6.0%.

More on Weekly Update 10 Oct 2025

Filed under monetary universe by  #

National currencies and bonds fell, cryptocurrencies advanced, and equities and commodities were mixed. The week's best performers were Ethereum, up 8.5%, and Bitcoin, up 8.1%. Outside of Crypto, silver was the star, gaining 2.6%. The largest losses were in crude oil, down 9.7%, cotton, down 4.6%, and palladium, down 3.8%. The US Dollar fell 3.0% to a new all-time low; all other major currencies also made new all-time lows.

More on Weekly Update 03 Oct 2025

Filed under monetary universe by  #

National currencies and bonds fell, cryptocurrencies advanced, and equities and commodities were mixed. The week's best performers were the CCi30 crypto index, up 7.7%, Ethereum, up 7.6%, and palladium, up 6.1%. The largest losses were in crude oil, down 2.8%, the Chinese Yuan, down 2.2%, and the Euro, down 1.8%. The US Dollar fell 1.5% to a new all-time low, while Bitcoin gained 3.3%.

More on Weekly Update 12 Sep 2025

Filed under monetary universe by  #

Over the last three weeks, our table has gone from green to mixed to red. The only asset in the green this week is the HUI gold stock index, up 2.4%. Besides gold stocks, the week's best performers were silver, down 0.7%, followed by copper and coffee, down 1.2% each. The largest losses were in cryptos, as Ethereum fell 12.1%, and the CCi30 fell 10.6%. Outside of crypto, the worst performers were palladium, down 5.4%, and the Euro STOXX, down 5.3%. The US Dollar fell 2.8% to a new all-time low, and Bitcoin dropped 9.7%.

More on Weekly Update 29 Aug 2025

Filed under monetary universe by  #

In the previous week, every asset class was in the green; this week, only bonds were rising, while other asset classes were mixed. The week's best performers were coffee, up 14.4%, Ethereum, up 9.0%, and the CCi30 crypto index, up 5.5%. The largest losses were in the Nikkei 225, down 2.1%, followed by copper and the Canadian Dollar, down 0.6% each. The US Dollar was little changed, and Bitcoin declined 0.4%.

More on Weekly Update 22 Aug 2025

Filed under monetary universe by  #

Bonds fell, cryptocurrencies advanced, national currencies were mixed but mostly lower, while stocks were mixed but mostly higher. The week's best performers were Ethereum, up 13.6%, the HUI gold stocks, up 8.6%, and coffee, up 7.3%. The largest losses were in palladium, down 8.4%, and crude oil, down 6.4%, followed by the Chinese Yuan, down 2.1%. The US Dollar fell 1.4%, and Bitcoin rose 1.6%.

More on Weekly Update 8 Aug 2025

Filed under monetary universe by  #

Bonds fell, cryptocurrencies advanced, national currencies and stocks were mixed but mostly lower, and commodities were mixed but mostly higher. The week's best performers were Ethereum, up 17.2%, the CCi30 crypto index, up 12.6%, and copper, up 8.5%. The largest losses were in coffee and long term bonds, down 2.0% each, followed by platinum and the Japanese Yen, down 1.7% each. The US Dollar fell 0.6%, and Bitcoin rose 8.2%.

More on Weekly Update 11 Jul 2025

Filed under monetary universe by  #

This was a short trading week for many assets due to the US Independence Day holiday. National currencies and bonds moved lower, while other asset classes were mixed, but mostly lower. The week's best performers were gold stocks, up 3.0%, platinum, up 2.0%, and Ethereum, up 1.7%. The largest losses were in coffee, down 7.3%, cotton, down 4.5%, and the Nikkei index, down 2.5%. The US Dollar fell 1.8%, and Bitcoin closed down 0.9%.

More on Weekly Update 04 Jul 2025

Filed under monetary universe by  #