https://blog.metalpilot.com/tags/monthly/ Recent content in Monthly on Metal Pilot Blog Hugo en Copyright © 2026, Metal Pilot Sun, 01 Nov 2026 19:07:23 +0000 https://blog.metalpilot.com/monitor/market-monthly-2026-10-30/ Sat, 31 Oct 2026 09:40:41 +0000 https://blog.metalpilot.com/monitor/market-monthly-2026-10-30/ <blockquote> <p><strong>Four weeks to Friday 30 October 2026.</strong> Changes run from the 2 October close. Prices at the 30 October close; reports as last released, each dated in its table — EIA weeks to 23 October, positioning 27 October, claims 24 October, payrolls and consumer prices for September. Prepared with AI assistance — see the disclosure at the end.</p> </blockquote> <p><strong>Oil&rsquo;s shortage kept inflation high and Treasury yields fell, yet gold, which both usually lift, lost 4.9%.</strong> This commodity monthly covers the four weeks to 30 October, in which the Fed held its range at 3.75–4.00% while the 10-year Treasury yield fell 34 basis points to 4.94% as technology stocks sold off. With consumer prices up 3.7% on the year and the real yield down 32 basis points, the month reads as high inflation with falling real rates on the regime map (<a href="#8-the-regime-and-the-outlook">§8</a>); payrolls on 6 November and consumer prices on 10 November test that reading first.</p>