CFTC Reports Swiss Franc Records Net Short Position of -42,259 Contracts for the Week Ending February 10, 2026

Retirement Account Strategies: Investors who shifted their retirement funds into gold, silver, and foreign currencies have seen significant gains in the first 100 days of the Trump administration, with gold up 25% and silver up 13%.

Performance of Safe-Haven Assets: The Swiss franc, Japanese yen, and Mexican peso have all appreciated against the U.S. dollar, while international stock markets have also shown positive returns during this period.

Market Outlook: Christopher Wood from Jefferies Financial Group warns that the U.S. stock market may be entering a decline similar to Japan's in 1989, with expectations of a weakening dollar and reduced global market share for U.S. equities. He advises diversifying portfolios with Chinese, Indian, and European assets.

Indian Market Insights: Despite flat revenue growth projections for Indian companies, profitability is expected to improve due to favorable macroeconomic conditions. Analysts suggest that corporate earnings may recover over the next few quarters, driven by lower interest rates and increased government spending.

Key Takeaway: Donald Trump's speech to Congress was notable not just for his words, but for the omissions in his address.

Implication: The absence of certain topics may indicate strategic choices or priorities that could impact public perception and political discourse.