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Market Insight
Market Insight
22/09/2026 - 21/10/2026
Could Fed Rate Concerns Put Gold’s $4,000 Level to the Test Again?
Gold came under pressure on Tuesday, slipping towards $4,100. While markets assign just about a 17% probability to a rate hike next week, the likelihood priced in for December stands at 92%. Persistent inflation and demand for US Treasuries as a safe haven are dragging on gold, while $4,000 is emerging as a crucial support level.
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21 Oct 2026
【TMGM Financial Recap】AI Revenue Overtakes Starlink for the First Time as SpaceX Reports First Profit Since IPO! Musk Confirms Both Companies Have Set Up Special Committees to Explore a Merger
SpaceX recorded its first profitable quarter since its June listing, reporting a net profit of $4.4 billion in its third-quarter results released after the market closed on 20 October. Revenue stood at $14.58 billion, a year-on-year increase of 161%.
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21 Oct 2026
TMGM Daily Market Breakfast: What’s in Focus on 20 October 2026?
A 2.5% advance took WTI crude to near $100.50 a barrel, marking its highest level in over a month, amid Iran’s threat to extend its maritime blockade. Stronger-than-expected growth in China’s third-quarter GDP reached 4.5% year-on-year; separately, RBA Assistant Governor Christopher Kent said reasonable signs suggested neutral interest rates were rising. According to Reuters, the Bank of Japan intended to hold interest rates steady at its October policy meeting while revising its inflation forecast upwards. French 10-year government bond y...
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21 Oct 2026
Gold and Silver: Between $4,065 Support and $4,205 Resistance as Silver Loses 15% in a Month
3 numbers sum it up: gold near $4,141, silver about 15% below a month ago, and roughly an 83% chance the Fed holds in October.
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20 Oct 2026
Euro Pressured by France, Yen Near 158.5
3 numbers frame the picture: the dollar index near 102, the 10-year yield near 5.15%, and about an 84.5% chance the Fed holds in October.
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20 Oct 2026
AI Confidence Crisis: Can Meta Balance Spending and Monetisation in the First Major Test?
Meta will be the first major technology giant to face market scrutiny amid the latest wave of selling in technology stocks, as confidence in the AI trade weakens. Its third-quarter 2026 earnings are due after the US market closes on 21 October.
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20 Oct 2026
Will Gold Test $4,100 as the Dollar Strengthens and Yields Climb?
Gold faced pressure on multiple fronts on Monday, edging down to around $4,140 as a firmer dollar coincided with a rebound in US Treasury yields. Meanwhile, geopolitical tensions in the Middle East and Ukraine drove oil prices higher, adding to concerns that inflation would remain persistent.
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20 Oct 2026
【TMGM Financial Recap】Renminbi Hits Four-Year High as Dollar Gains: Why Are Their Drivers So Different?
The onshore and offshore renminbi remained close to their strongest levels since July 2022, trading at 6.6810 and 6.6822 respectively in late New York trading on 19 October. Meanwhile, the US Dollar Index regained the 102 mark during the session before closing at 101.98, a gain of 0.14% on the day.
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20 Oct 2026
Oil Retreats From the $110 High: Russian Waiver vs. Hormuz Disruption
3 forces are pulling Brent this week: a US waiver for Russian exports, Gulf flows that fell to 8.5 million barrels a day, and OPEC+ holding output steady.
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19 Oct 2026
Gold Holds Near $4,175: Can the $4,100–$4,200 Range Survive Before the Fed Meeting?
3 numbers frame the picture: US inflation at 3.7%, the 10-year yield near 5.1%, and a December hike probability hovering around 90%.
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19 Oct 2026
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