Outside the U.S., China-linked exposures showed notable strength, with $KWEB, $FXI, and $MCHI all higher, while Brazil remained a standout over multiple horizons through $EWZ. Bonds were little changed, so the day’s tone came mainly from equities and metals rather than duration.

Key Movers in our ETFs, week ending Oct. 9

Brazil (EWZ) led the week at 14.0%, and South Korea (EWY) fell 7.6%. Ethereum Trust (ETHA) dropped 7.2%, Utilities (XLU) rose 4.0%, and EM Sovereign Bonds (EMB) gained 1.1%.

SPY rose 1.2% over the week.

#EWZ #EWY #ETHA #XLU #EMB #SPY #ETF

Emerging markets also stood out, with $EEM up 1.6% and Brazil exceptionally strong via $EWZ at 12.5%. The tone was not universally cyclical, though; energy and metals participated, but financials remained mixed and real estate stayed weak, with $VNQ and $IYR both lower.

Key Mover for Oct 5: $EWZ (▲12.54%)
Brazil ETF surged 12.5% in 1 day and 18.7% over 5 days, by far one of the strongest country moves in the dataset.

Anomalous Activity for Oct 5: $EWZ
$EWZ stands out on the ETF side with Capital Flow +7.3σ, Relative Return +5.0σ and Relative Gap +6.6σ. Yesterday’s Capital Flow was already +3.7σ, so participation appears to be strengthening rather than appearing from nowhere.

Anomaly Analysis for Oct 5:
Cross-sectional dispersion is elevated. $PTC is the clearest single-name outlier with Relative Gap +19.8σ, Relative Return +13.7σ and Capital Flow +7.8σ. $EWZ and $PBR show broad upside confirmation, while muni bond ETFs keep negative Persistence.

Good day to be a Brazilian stock 🇧🇷 #EWZ

Market Observation for Oct 2:
International strength was selective, with $EWT, $EWY, $EWZ, and $EWJ strong while China-linked $FXI and $KWEB diverged lower.

#ewz ist ein Hohn!! Die hatten anfänglich an den geschenkten 50 KW ABB Terras einen Zeittarif.
Ich erinnere mich, wie ich sie drüben auf Twitter mit Prostituierten, die ihre Zeit verkaufen, verglich.

Funfact: #EWZ Zürich verlangt von Bestandskunden an der Ladeseule mehr, als man über Deutsche Partner zahlt. Das ist einfach nur Abzocke und schadet dem Markt. /2

energiezentrale
#35mm #blackandwhite #b&w #debian #finepix #fujifilm #gimp #monochrome #photography #rawtherapee #schweiz #streetphotography #switzerland #urban #x100f #zürich #zuricum #energiezentrale #energy #energie #josefstrasse #ewz #kreis5

www.zuricum.photography/2026/09/ener...

Das ging schnell. Vor knapp 3 Wochen angemeldet.
#ewz #LEG

Funfact: Das Laden von Fahrzeugen bei #EWZ ist über Mercedes Charge billiger, als über EWZ selbst, selbst wenn man EWZ Kunde für Hausstrom ist.

Und was man nicht verstehen kann ist, dass in der CH 30%-70% mehr verlangt wird, als in DE, obwohl wir hier niedrigere Preise haben bei Hausstrom.