Ranked! The Power Index
The United States sold more arms than the next seven exporters combined. Russia's share has collapsed from 21% to 6.8% in five years.
Monday · September 7, 2026
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The Power Index

Ranked! The Power Index — Block 1
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$1.95 billion changed hands Monday

On Monday, Newmont wrote its biggest rival a check for $1.95 billion.

They'd fought over the same Nevada ground for years.

It ended in one morning.

Newmont bought permission. Barrick can now split its North American mines into a company worth north of $60 billion.

The two largest gold miners on earth just cleared their decks.

They didn't do it to sit still.

The window shuts September 30th.

What's Surprising

April 2025 sat in the middle of the dollar's worst run in half a century. The dollar index fell 10.8% over the first six months of the year, its steepest first half since 1973. That is the month the BIS counted. The dollar's share of trading rose, to 89.2% from 88.4% in 2022.

The dollar's biggest marketplace is not in America. The United Kingdom handles 37.8% of the world's currency trading, twice the United States' 18.6%. Singapore is third at 11.8%, Hong Kong fourth at 7.0%. Four centres do three-quarters of the business, and only one of them prints the currency.

Switzerland has nine million people. Its franc is now the sixth most traded currency on Earth, ahead of the Australian and Canadian dollars. Hong Kong's dollar climbed from 2.6% to 3.8% in three years. It is pegged to the greenback, and that is the point. Most of that trading is dollar plumbing.

What's Not Surprising

China is 16.5% of the world economy and ships 14.7% of its goods. The renminbi is on one side of 8.5% of trades and sits in 2.0% of central-bank reserves. The further you get from Chinese factories, the less the currency is used. And 96% of renminbi trades are against dollars.

Reserve managers have diversified. Traders have not. Central banks held 71% of their reserves in dollars in 2000 and 57.1% in the first quarter of this year, about fourteen points lower in a generation. Over those same years the dollar's share of trading has not fallen at all.

Europe's currencies are being traded less. The euro slipped from 30.6% to 28.9%. Sterling fell from 12.9% to 10.2%, the biggest drop of any top-ten currency. The euro was built to rival the dollar. Twenty-six years on, it is in fewer than three trades in ten.

Ranked! The Power Index — Block 3
Ranked! The Power Index — Block 4