Market Notes › Monthly wrap-up
October 2026
Monthly Market Wrap-Up, sent to subscribers on Sunday, Nov 1. Sections 1 and 2 are open to everyone.
In this issue
- 1The month in briefBelow
- 2The month’s story: gold fell with chip stocksBelow
- 3The month in metals
- 4Gold/silver ratio: how it moved with gold
- 5Gold/silver ratio levels
- 6Platinum and palladium
- 7Yields, the dollar and oil
- 8Chips, AI and Taiwan
- 9The Fed
- 10Trend check
- 11Economic data and what it means
- 12Iran, oil and Israel
- 13Central banks and gold demand
- 14Stocks
- 15Coming up in November
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Sections 1 and 2 of 15.
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