https://thriveinmarkets.com/ Daily market commentary on gold, Bitcoin, stocks, ETFs and macro. en Mon, 19 Oct 2026 11:30:04 +0000 https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-19/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-19/ Mon, 19 Oct 2026 08:00:00 +0000 China Q3 GDP printed 4.5% vs 4.4%. Overnight ES ~7,756 vs Friday cash 7,659.44. Kospi 5,768.01 +1.76%. WTI ~$96.78. Gold ~$4,185. BTC ~$82,767. https://thriveinmarkets.com/market-insights/week-ahead-2026-10-19/ https://thriveinmarkets.com/market-insights/week-ahead-2026-10-19/ Mon, 19 Oct 2026 06:00:00 +0000 Tesla and Meta report Wednesday after Nasdaq's 4.5% week. UK CPI Wednesday. Friday PMIs last print before FOMC. S&P Friday 7,659.44; BTC ~$82,737. https://thriveinmarkets.com/market-insights/weekend-recap-2026-10-18/ https://thriveinmarkets.com/market-insights/weekend-recap-2026-10-18/ Sun, 18 Oct 2026 09:05:00 +0000 S&P Friday close 7,659.44, down 1.9% on the week. Nasdaq sank 4.5% as Kospi tripped breakers. WTI $101.41 Friday. Bitcoin ~$81,576 live. Cash reopens Monday. https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-10-17/ https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-10-17/ Sat, 17 Oct 2026 11:11:00 +0000 Nasdaq lost 4.5%, its worst week since June, as Kospi circuit breakers and CoreWeave debt hit AI. Crypto ETFs bled $611M. https://thriveinmarkets.com/market-insights/evening-review-2026-10-16/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-16/ Fri, 16 Oct 2026 20:45:00 +0000 S&P closed 7,659.44, down 1.1%. Nasdaq 26,140.03, down 2.1% for its worst week since June. CoreWeave plunged 12%. WTI ~$101. Bitcoin ~$81,499. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-16/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-16/ Fri, 16 Oct 2026 08:00:00 +0000 Fed Chair Warsh withholds an October hike signal. Overnight ES ~7,798 vs cash 7,744. Kospi 5,668.05 up 2.1%. Gold ~$4,187. BTC ~$82,134. WTI ~$97.38. https://thriveinmarkets.com/market-insights/evening-review-2026-10-15/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-15/ Thu, 15 Oct 2026 20:45:00 +0000 S&P closed 7,744.06, up 0.3%. Dow 52,177.69, up 1.1%. Nasdaq 26,713.03, up 0.1%. Hottest PPI since 2022. Gold ~$4,170. Bitcoin ~$82,286. WTI ~$97.57. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-15/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-15/ Thu, 15 Oct 2026 08:00:00 +0000 Kospi closed 5,554.22, down 7.57%. Overnight ES ~7,736 vs Wednesday cash 7,718.94. WTI ~$94.28, gold ~$4,143, Bitcoin ~$81,073. PPI 12:30 UTC. https://thriveinmarkets.com/market-insights/evening-review-2026-10-14/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-14/ Wed, 14 Oct 2026 20:45:00 +0000 S&P closed 7,718.94, down 1.1%. Nasdaq 26,692.87, down 1.9%. BAC -4.8%. Gold ~$4,096. Bitcoin ~$81,880. WTI ~$95.13. CPI 3.7%. PPI Thursday. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-14/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-14/ Wed, 14 Oct 2026 08:00:00 +0000 Kospi closed 6,008.81, down 0.44%. Overnight ES ~7,868 vs Tuesday cash 7,805.45. WTI ~$94.54, gold ~$4,146, Bitcoin ~$83,391. CPI 12:30 UTC. https://thriveinmarkets.com/market-insights/evening-review-2026-10-13/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-13/ Tue, 13 Oct 2026 20:45:00 +0000 S&P closed 7,805.45, down 0.02%. Nasdaq 27,204.38, down 0.15%. WTI ~$94.90 vs morning $92.30. Gold ~$4,159. Bitcoin ~$83,200. CPI Wednesday. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-13/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-13/ Tue, 13 Oct 2026 08:00:00 +0000 Kospi closed 6,035.35, down 5.5%. Overnight ES ~7,844 vs Monday cash 7,807.24. WTI ~$92.30, gold ~$4,192, Bitcoin ~$83,836. Banks report before the open. https://thriveinmarkets.com/market-insights/evening-review-2026-10-12/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-12/ Mon, 12 Oct 2026 20:45:00 +0000 S&P closed 7,807.24, down 0.06%. Nasdaq 27,245.90, down 0.44%. WTI ~$93.20 vs morning $90.90. Gold ~$4,169. Bitcoin ~$82,979. Banks Tuesday. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-12/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-12/ Mon, 12 Oct 2026 08:00:00 +0000 WTI last printed about $90.90, off Friday's $91.85 settle. Overnight ES ~7,881 vs cash 7,811.54. Bitcoin ~$84,032, gold ~$4,182. Banks Tuesday. https://thriveinmarkets.com/market-insights/week-ahead-2026-10-12/ https://thriveinmarkets.com/market-insights/week-ahead-2026-10-12/ Mon, 12 Oct 2026 06:00:00 +0000 CPI Wednesday is the last inflation print before the Oct 27-28 FOMC. Banks open Tuesday. PPI and retail Thursday. S&P Friday close 7,811.54; BTC ~$83,951. https://thriveinmarkets.com/market-insights/weekend-recap-2026-10-11/ https://thriveinmarkets.com/market-insights/weekend-recap-2026-10-11/ Sun, 11 Oct 2026 09:14:00 +0000 S&P Friday close 7,811.54, up 1.2% on the week. T-Mobile sank 13.6% on SpaceX. Gold $4,195 Friday. Bitcoin ~$82,936 live. Cash reopens Monday. https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-10-10/ https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-10-10/ Sat, 10 Oct 2026 11:18:00 +0000 SpaceX's $8B spectrum deal sank T-Mobile 13.6%. Bitcoin ETFs bled $729M as Evernorth closed for Monday's XRPN listing. https://thriveinmarkets.com/market-insights/evening-review-2026-10-09/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-09/ Fri, 09 Oct 2026 20:45:00 +0000 S&P closed 7,811.54, up 0.6%, just off Tuesday's 7,818.93 record. T-Mobile sank 13.6% on SpaceX. Gold ~$4,196, Bitcoin ~$82,358, WTI ~$91.67. UMich 46.3. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-09/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-09/ Fri, 09 Oct 2026 08:00:00 +0000 Gold last printed about $4,192, up 1.4% off a two-month low. Overnight ES ~7,843 vs cash 7,765.36. Bitcoin ~$82,462, WTI ~$90.68. UMich sentiment 14:00 UTC. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-08/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-08/ Thu, 08 Oct 2026 08:00:00 +0000 WTI last printed about $90.80 after Wednesday's $88.28 settle. Overnight ES ~7,826 vs cash 7,801.77. Bitcoin ~$82,970, gold ~$4,119. Claims 12:30 UTC. https://thriveinmarkets.com/market-insights/evening-review-2026-10-07/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-07/ Wed, 07 Oct 2026 20:45:00 +0000 S&P closed 7,801.77, off Tuesday's 7,818.93 record. CAT -5.8%. Bitcoin ~$83,495, gold ~$4,110, WTI ~$89. FOMC minutes left October hike odds near 19%. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-07/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-07/ Wed, 07 Oct 2026 08:00:00 +0000 Bitcoin last printed about $84,214, through last night's $85,095. Overnight ES ~7,875 vs cash 7,818.93. WTI ~$89.90, gold ~$4,133. FOMC minutes 18:00 UTC. https://thriveinmarkets.com/market-insights/ftse-all-world-etf/ https://thriveinmarkets.com/market-insights/ftse-all-world-etf/ Tue, 06 Oct 2026 21:40:00 +0000 The FTSE All-World fund owns large and mid-size companies in the United States and everywhere else. On August 31, 2026 the United States was 61.7% of Vanguard's UCITS share. A failed company shrinks out. This is an explainer, not a recommendation. https://thriveinmarkets.com/market-insights/evening-review-2026-10-06/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-06/ Tue, 06 Oct 2026 20:45:00 +0000 S&P closed 7,818.93, a record. Nasdaq 27,599.79. CEG +12% on Google's 3,590 MW PPA. Marvell +5.8%. WTI ~$89.86, gold ~$4,164, Bitcoin ~$85,607. https://thriveinmarkets.com/market-insights/veu-all-world-ex-us-etf/ https://thriveinmarkets.com/market-insights/veu-all-world-ex-us-etf/ Tue, 06 Oct 2026 16:30:00 +0000 VEU owns thousands of large and mid-size companies outside the United States. A failed company shrinks out under published size rules. Europeans need the UCITS share, ISIN IE0009A5ADV9, and should check the fund themselves. https://thriveinmarkets.com/market-insights/video-analysis-2026-10-06/ https://thriveinmarkets.com/market-insights/video-analysis-2026-10-06/ Tue, 06 Oct 2026 14:37:00 +0000 QQQ has broken above 747, with about 765 the next confirmation. Gold is holding around $4,130. Bitcoin is stuck between $84,700 and $87,000. Williams spoke at 13:05 UTC, and Wednesday brings the EIA crude inventories and the FOMC minutes at 18:00 UTC. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-06/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-06/ Tue, 06 Oct 2026 08:00:00 +0000 Nikkei closed 70,684 (+1.1%). Overnight ES ~7,841 vs Monday cash 7,773.95. WTI ~$88.63, gold ~$4,138, BTC ~$85,582. Germany factory orders -10.6%. https://thriveinmarkets.com/market-insights/evening-review-2026-10-05/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-05/ Mon, 05 Oct 2026 20:45:00 +0000 Nasdaq closed 27,477.31, a record. S&P 7,773.95 (+0.7%). Nvidia $238.90. WTI ~$89.91, gold ~$4,141, Bitcoin ~$85,696 after ISM prices hit 74. https://thriveinmarkets.com/market-insights/ai-money-chain-eisman-2026-10-05/ https://thriveinmarkets.com/market-insights/ai-money-chain-eisman-2026-10-05/ Mon, 05 Oct 2026 17:00:00 +0000 Eisman says the AI buildout is one loop, from Nvidia through the clouds to OpenAI and Anthropic, and that one failure would put the United States in a recession overnight. The filings show the loop. They show a chain that slows over quarters. https://thriveinmarkets.com/market-insights/market-pulse-2026-10-05/ https://thriveinmarkets.com/market-insights/market-pulse-2026-10-05/ Mon, 05 Oct 2026 16:10:00 +0000 By 16:10 UTC the S&P 500 was still higher, near 7,758, after ISM services printed 54.9 and the prices index hit 74, the hottest since July 2022. The 10-year was back near 5.32%. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-05/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-05/ Mon, 05 Oct 2026 08:00:00 +0000 Nikkei tagged 70,072 then closed 69,947 (+2.4%). Overnight ES ~7,764 vs 7,722.72. WTI ~$89.89, gold ~$4,152, BTC ~$86,189. ISM services 14:00 UTC. https://thriveinmarkets.com/market-insights/week-ahead-2026-10-05/ https://thriveinmarkets.com/market-insights/week-ahead-2026-10-05/ Mon, 05 Oct 2026 06:00:00 +0000 FOMC minutes Wednesday recap the September hike after 29,000 payrolls. ISM Monday, PepsiCo Thursday, Delta Friday. S&P Friday close 7,722.72; BTC ~$85,870. https://thriveinmarkets.com/market-insights/weekend-recap-2026-10-04/ https://thriveinmarkets.com/market-insights/weekend-recap-2026-10-04/ Sun, 04 Oct 2026 09:09:00 +0000 S&P Friday close 7,722.72, down 0.3% on the week. Payrolls +29,000 cut October odds. WTI $91.11 Friday settlement. Bitcoin ~$85,095 live. Cash reopens Monday. https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-10-03/ https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-10-03/ Sat, 03 Oct 2026 11:19:00 +0000 Payrolls printed 29,000 as October hike odds collapsed. Micron posted a $54B quarter; the SEC proposed crypto custody rules. https://thriveinmarkets.com/market-insights/evening-review-2026-10-02/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-02/ Fri, 02 Oct 2026 20:45:00 +0000 S&P cash closed 7,722.72, up 0.7%. Nasdaq 27,190.86 tagged an intraday record. Payrolls +29,000. WTI ~$91.52, gold ~$4,143, Bitcoin ~$84,355. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-02/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-02/ Fri, 02 Oct 2026 08:00:00 +0000 Hang Seng last printed about 23,900, down 3%. Overnight ES ~7,744 vs 7,666.45. WTI ~$91.76, gold ~$4,186, BTC ~$85,890. Payrolls due 12:30 UTC. https://thriveinmarkets.com/market-insights/evening-review-2026-10-01/ https://thriveinmarkets.com/market-insights/evening-review-2026-10-01/ Thu, 01 Oct 2026 20:45:00 +0000 S&P cash closed 7,666.45, up 0.19%, snapping a three-day slide. Accenture jumped 15.8%. ISM 54.5. WTI ~$93.28, gold ~$4,175, Bitcoin ~$84,660. https://thriveinmarkets.com/market-insights/ray-dalio-ai-bubble-review-2026-10-01/ https://thriveinmarkets.com/market-insights/ray-dalio-ai-bubble-review-2026-10-01/ Thu, 01 Oct 2026 19:00:00 +0000 Dalio told Steven Bartlett that AI can be real and the stocks can still be a bubble. The prick, in his telling, is a need for cash. This is our review, not a transcript. https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-01/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-10-01/ Thu, 01 Oct 2026 08:00:00 +0000 Korea's September exports hit a record $120.9B. Nikkei closed 68,957 (+3.3%). Overnight ES ~7,763 vs 7,651.54. WTI ~$89.20, gold ~$4,181, BTC ~$83,590. https://thriveinmarkets.com/market-insights/evening-review-2026-09-30/ https://thriveinmarkets.com/market-insights/evening-review-2026-09-30/ Wed, 30 Sep 2026 20:45:00 +0000 S&P cash closed 7,651.54 at the session low, down 0.25% after a 7,722.88 high. Core PCE rose 0.2%. WTI ~$90.32, gold ~$4,157, Bitcoin ~$83,660. https://thriveinmarkets.com/market-insights/morning-analysis-2026-09-30/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-09-30/ Wed, 30 Sep 2026 08:00:00 +0000 China PMI printed 50.1, ending two months of contraction. Overnight ES ~7,747 vs Tuesday 7,670.84. WTI ~$89.65, gold ~$4,180, BTC ~$83,225. PCE at 12:30 UTC. https://thriveinmarkets.com/market-insights/evening-review-2026-09-29/ https://thriveinmarkets.com/market-insights/evening-review-2026-09-29/ Tue, 29 Sep 2026 20:45:00 +0000 S&P closed 7,670.84, down 0.2%, missing Monday's 7,683.69. WTI last printed about $89 after a $94.74 high. Gold ~$4,174. Bitcoin ~$83,590. JOLTS 7.08M. https://thriveinmarkets.com/market-insights/morning-analysis-2026-09-29/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-09-29/ Tue, 29 Sep 2026 08:00:00 +0000 RBA lifts the cash rate 25bp to 4.60%, a 15-year high. Overnight ES ~7,736 vs Monday 7,683.69. WTI ~$94.05, gold ~$4,145, BTC ~$83,940. JOLTS later. https://thriveinmarkets.com/market-insights/evening-review-2026-09-28/ https://thriveinmarkets.com/market-insights/evening-review-2026-09-28/ Mon, 28 Sep 2026 20:45:00 +0000 S&P closed 7,683.69, down 0.8%, through Friday's 7,693.08 low. 10-year yield 5.23%. Gold ~$4,116. WTI ~$93. Nvidia +1.7% on a $150B buyback. Bitcoin ~$83,400. https://thriveinmarkets.com/market-insights/morning-analysis-2026-09-28/ https://thriveinmarkets.com/market-insights/morning-analysis-2026-09-28/ Mon, 28 Sep 2026 08:00:00 +0000 Gold breaks $4,200 to ~$4,161 as WTI rebounds near $94 after Trump rejected Iran's Hormuz plan. Overnight ES ~7,771 vs Friday 7,743.41. BTC ~$83,090. https://thriveinmarkets.com/market-insights/week-ahead-2026-09-28/ https://thriveinmarkets.com/market-insights/week-ahead-2026-09-28/ Mon, 28 Sep 2026 06:00:00 +0000 Friday payrolls, Wednesday PCE and Tuesday's RBA hike set the October Fed path. Micron and Nike report. S&P Friday close 7,743.41; BTC ~$83,150. https://thriveinmarkets.com/market-insights/why-is-gold-falling-2026-09-28/ https://thriveinmarkets.com/market-insights/why-is-gold-falling-2026-09-28/ Mon, 28 Sep 2026 06:00:00 +0000 Gold closed Friday near $4,285, down 2.1% on the week, its fourth down week in five. The 10-year paid 5.16-5.18%. Bitcoin held a $3 billion ETF week. https://thriveinmarkets.com/market-insights/weekend-recap-2026-09-27/ https://thriveinmarkets.com/market-insights/weekend-recap-2026-09-27/ Sun, 27 Sep 2026 09:04:00 +0000 S&P Friday close 7,743.41, up 1.2% on the week. WTI $92.41 Friday settlement. Bitcoin ~$84,835 live. Trump-Xi truce to Jan 10; cash reopens Monday. https://thriveinmarkets.com/market-insights/us-debt-reset-2026-09-26/ https://thriveinmarkets.com/market-insights/us-debt-reset-2026-09-26/ Sat, 26 Sep 2026 14:25:00 +0000 Treasury is buying back long bonds and leaning on bills. The $40 trillion debt is still growing. https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-09-26/ https://thriveinmarkets.com/market-insights/weekly-news-roundup-2026-09-26/ Sat, 26 Sep 2026 11:08:00 +0000 Trump and Xi extended the trade truce to January 10. Akamai signed an $11.6B Anthropic deal as crypto ETFs took $3B.