Weekly Analysis: MSCI China Leads the Week (+2.6%) · October 5–9, 2026

Weekly Analysis: MSCI China Leads the Week (+2.6%) · October 5–9, 2026

The trading week of October 5–9, 2026 in review: 37 of 93 tracked assets (40%) finished the week higher, with the major equity indices moving -0.1% on average over the week. The analysis covers equities and benchmark indices first, then crypto, commodities, FX and collectibles.

What Stands Out

Measured against our own history, nothing stood out this week: no benchmark index moved as much as it had in the past six months, and the count of new 52-week highs and lows stayed within the range of recent weeks.

Rule: a benchmark index is listed when its weekly change (Friday to Friday) is its largest in that direction for at least 26 weeks. The count of new 52-week highs or lows appears when it is the highest of the last 13 weeks and at least 5. Based on closing prices in our own database.

Weekly Barometer

Weekly breadth37 / 93 up
Equity indices -0.1%
Crypto +3.0%
Precious metals +0.0%
Commodities +2.0%

Weekly change = weekend close versus roughly five trading days earlier.

Indices Over the Week

Indices over the week
IndexWeek20261Y
Germany DAX-0.96%-4.4%-3.7%
World MSCI World+0.78%+12.6%+14.5%
United States S&P 500+1.16%+14.2%+16.0%
United States Nasdaq 100+0.23%+22.3%+23.0%
United States Dow Jones+0.98%+7.4%+11.4%
United States Russell 2000-0.92%+13.3%+13.8%
Europa Euro STOXX 50-1.61%+2.4%+6.0%
World MSCI ACWI+0.51%+13.7%+15.5%
World MSCI ACWI IMI–––
China MSCI China+2.56%-12.5%-19.3%
World MSCI Emerging Markets-1.29%+22.1%+23.9%
World MSCI EM IMI-1.17%+21.1%+22.2%
Europa MSCI EMU-1.72%+2.8%+6.4%
Europa MSCI Europe-0.41%+2.9%+7.4%
Europa MSCI Europe Small Cap–––
Japan MSCI Japan-1.07%+21.2%+20.0%
United States MSCI USA–––
United States MSCI USA Communication Services–––
United States MSCI USA Consumer Discretionary–––
United States MSCI USA Consumer Staples–––
United States MSCI USA Financials–––
United States MSCI USA Health Care–––
United States MSCI USA Information Technology–––
World MSCI World Communication Services–––
World MSCI World Consumer Discretionary–––
World MSCI World Consumer Staples–––
World MSCI World Energy–––
World MSCI World ex USA-0.54%+7.7%+10.0%
World MSCI World Financials–––
World MSCI World Health Care–––
World MSCI World IMI–––
World MSCI World Industrials–––
World MSCI World Information Technology–––
World MSCI World Materials–––
World MSCI World Minimum Volatility–––
World MSCI World Momentum–––
World MSCI World Quality–––
World MSCI World Small Cap–––
World MSCI World SRI–––
World MSCI World Utilities–––
World MSCI World Value–––
United States S&P 500 Information Technology-0.52%+38.1%+37.0%
Europa STOXX Europe 600–––
Japan Nikkei 225+1.07%+38.4%+43.5%
World MSCI EM SRI–––
World S&P Emerging Markets Dividend Aristocrats–––
World S&P Global Dividend Aristocrats–––
Nasdaq Composite+0.65%+18.0%+19.2%
United States S&P High Yield Dividend Aristocrats–––
United States S&P 500 Equal Weight–––

Stocks: Weekly Gainers & Losers

Gainers

Stock weekly gainers
NamePriceChange
XP Inc. Class A XP$32.22+49.86%
Inter & Co. Inc. Class A INTR$7.68+40.15%
PTC Inc. PTC$194.45+35.01%
StoneCo Ltd. Class A STNE$12.46+30.47%
Banzai International, Inc. PARA$0.6617+26.67%
Pagseguro Digital Ltd. Class A PAGS$11.16+23.73%
Vinci Compass Investments LTD Clas VINP$11.54+22.12%
Novavax Inc. NVAX$12.75+21.89%

Losers

Stock weekly losers
NamePriceChange
AMTD Idea Group AMTD$0.5111-31.28%
IREN IREN$35.19-15.73%
CNH Industrial N.V. CNH$11.39-15.44%
MARA Holdings Inc. MARA$9.65-14.07%
10x Genomics, Inc. TXG$80.65-13.74%
ARM Holdings American Depositary ARM$266.28-13.40%
Wolfspeed Inc WOLF$30.61-13.24%
AST SpaceMobile Inc. Class A ASTS$50.97-12.81%

From the US stocks Alysly charts. Weekly swings in single names can be far larger than those of the indices.

Crypto, Commodities and FX

Crypto moved +3.0% on average for the week, led by RLC (+183.9%). Precious metals came in at +0.0%, energy and industrial commodities at +2.0%.

Crypto: Weekly Gainers & Losers

Gainers

Crypto weekly gainers
NamePriceChange
RLC RLC$1.03+183.92%
MAGIC MAGIC$0.1230+100.33%
OGN OGN$0.0390+88.73%
KAIA KAIA$0.0605+61.33%
BAT BAT$0.1353+30.22%
STRK STRK$0.0731+24.51%

Losers

Crypto weekly losers
NamePriceChange
MINA MINA$0.0789-49.97%
Uniswap UNI$7.32-19.39%
PUMP PUMP$0.00546-16.26%
FET FET$0.2170-14.26%
Bitcoin Cash BCH$276.50-13.30%
WLD WLD$0.5072-13.14%

Commodities & Metals Over the Week

Commodities & metals over the week
NamePriceChange
Gold4,216.30+1.30%
Silver61.0480+1.05%
Platinum1,693.30-0.39%
Palladium1,150.40-1.86%
WTI crude91.8500+0.81%
Brent crude104.72+2.42%
Gasoline3.2952-0.52%
Heating oil4.7384+5.27%
Copper6.6920+2.18%

FX Over the Week

FX over the week
PairPriceChange
EUR/USD1.1232-0.47%
GBP/USD1.3243+0.01%
USD/JPY157.42+0.32%
AUD/USD0.6976+0.48%
USD/CAD1.4222+0.09%
USD/CHF0.8237+0.21%

Real Assets: The Week's Hammer Prices

This week brought 2 auction records. Real assets are not quoted continuously. Trading happens when a lot is called. What follows is therefore not a weekly return but the sum of what actually changed hands.

The week's hammer prices per asset class
Asset classRecordsMedianHighest hammer pricePrice
Classic cars2$209,000Porsche 911 Turbo (993) · 1995–1998 Oct 8, 2026$291,000

No sale was recorded in trading cards this week. The most recent one is 11 days back. Nothing was sold at auction in watches over the week. The last sale on file is 8 days old.

The trading-card price index stands at 621.0 (as of September 28, 2026), +243.1% against a year ago. It measures price changes of the same good, unlike a median, which is made up of different items every week.

Residential property has no weekly figure: the latest official reading is from July 1, 2026, 100 days before this review. United States (Case-Shiller) +2.3% year on year. Germany +0.6% year on year. Euro area +3.8% year on year.

Data note 1

Cross-Asset Correlations

Cross-asset correlations
Pairr−1 … +1
S&P 500 ↔ Bitcoin+0.39
S&P 500 ↔ Gold+0.38
Gold ↔ Crude oil (WTI)-0.17
EUR/USD ↔ Gold+0.49

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