Investment Analysis – weeks 35–36, 2026

Week 36 31 August – 6 September 2026

• 2026-09-04 Mixed29/94 up MSCI Emerging Markets leads global indices, +1.8% – September 4, 2026 What moved markets on September 4, 2026: mixed, 29 of 94 assets in the green. Standout move: NEAR +11.1%, benchmarks averaging +0.3%. With crypto, commodities and correlations. Plus 2 new auction records across real assets.
• 2026-09-03 Risk-on81/95 up Gains across the board: 81 of 95 assets end higher – September 3, 2026 Markets on September 3, 2026: a risk-on tape, breadth at 81/95. Standing out was Arbitrum +13.6%, indices +0.9% on average. The daily rundown across stocks, crypto and commodities. Alongside 2 fresh auction records from real assets.
• 2026-09-02 Risk-on57/93 up Arbitrum is the day's top gainer, up 12.4% – September 2, 2026 Market recap for September 2, 2026: 57 of 93 assets closed higher in a risk-on session. Biggest swing: Arbitrum +12.4%, benchmarks averaging +0.4%. Plus crypto, commodities and cross-asset correlations. Real assets: 2 new hammer prices in the past week.
• 2026-09-01 Risk-off29/95 up Filecoin surges 14.2% – September 1, 2026 Investment Analysis September 1, 2026: risk-off mood, 29 of 95 assets higher. Biggest move: Filecoin +14.2%, indices -0.9% on average. Indices, crypto, commodities and correlations at a glance. Plus 3 new auction records across real assets.
• 2026-08-31 Mixed57/92 up Arbitrum climbs 29.8% – August 31, 2026 Daily balance for August 31, 2026: mixed, 57 of 92 assets in the green. The strongest move came from Arbitrum +29.8%, benchmarks averaging -0.4%. The report on the US close. Alongside 3 fresh auction records from real assets.

Week 35 24 August – 30 August 2026

• 2026-08-28 Mixed22/92 up Selling pressure hits markets, with only 24% of assets higher – August 28, 2026 Markets on August 28, 2026: a mixed tape, breadth at 22/92. Standing out was Bitcoin Cash -8.0%, indices -0.4% on average. The daily rundown across stocks, crypto and commodities. Alongside 45 fresh auction records from real assets.
• 2026-08-27 Risk-on62/95 up S&P 500 Informationstechnologie tops the major indices at +3.2% – August 27, 2026 Market recap for August 27, 2026: 62 of 95 assets closed higher in a risk-on session. Biggest swing: TAO +8.3%, benchmarks averaging +0.4%. Plus crypto, commodities and cross-asset correlations. Real assets: 45 new hammer prices in the past week.
• 2026-08-26 Mixed55/80 up 69% of the assets we track end in positive territory – August 26, 2026 Investment Analysis August 26, 2026: mixed mood, 55 of 80 assets higher. Biggest move: Solana +5.7%, indices -0.1% on average. Indices, crypto, commodities and correlations at a glance. Plus 45 new auction records across real assets.
• 2026-08-25 Mixed25/85 up MSCI EM IMI is the strongest of the major indices, +1.7% – August 25, 2026 Daily balance for August 25, 2026: mixed, 25 of 85 assets in the green. The strongest move came from Stellar -5.9%, benchmarks averaging +0.7%. The report on the US close. Alongside 46 fresh auction records from real assets.
• 2026-08-24 Risk-off27/90 up Red across the board: only 27 of 90 assets hold gains – August 24, 2026 The close on August 24, 2026: 27 of 90 assets higher in a risk-off tape. In focus: POL +6.6%, indices -0.6% on average. Stocks, crypto, commodities and FX at a glance. Real assets: 1 new hammer prices in the past week.