Economics Morning Brief and Today's News Summary by Manrat Chotsiri on November 1st, 2026.
Summary of Today's Top News (November 1, 2026):
🏛️ Politics & Social Issues
Royal Funeral Procession Rehearsal: A rehearsal of the royal funeral procession for Her Majesty Queen Sirikit, the Queen Mother, was held, with citizens and tourists watching along the route.
Leader's International Mission: The Prime Minister paid an official visit to Bhutan to strengthen bilateral relations.
Fight Against Illegal Capital in Phuket: Villagers and supporters held a "United Power of the Nation" rally in Phuket to express their opposition to foreign illicit capital and nominee networks, urging the government to investigate.
"Boom Panadda" Drama: Boom Panadda met with police at Ban Na Police Station to clarify allegations regarding state land and donations. Maintaining innocence and prepared to fight the case legally.
📉 Economy & Financial Markets
Gold Prices Fall to Year Low: Gold prices fell to their lowest level in a year, with the selling price of gold ornaments at 63,000 baht.
Border Trade Soars: Border and cross-border trade showed strong growth in the first nine months, exceeding 1.76 trillion baht.
🌍 International News
US Approves Sale of Missiles to Ukraine: The United States approved the sale of 500 Patriot missiles to Ukraine to enhance its security.
Cryptocurrency Hacker Attack: A hacker attack on the Binance platform resulted in damages totaling over 200 billion baht. Binance stated that it has been able to quickly track down and recover some assets.
🚗 Travel & Activities
World Horticultural Expo Opens: The World Horticultural Expo officially opened its doors, showcasing over 1 million rare trees and ornamental plants.
Floating Train Ride: The State Railway of Thailand announces the schedule for the 2026-2027 "Floating Train" season, inviting tourists to enjoy the views of the Pa Sak Chonlasit Dam.
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Summary of In-Depth Economic News Report Across All Categories from the Latest Day (Data Updated as of Early November 2026):
📈 1. Capital Market and Stock Market
Thai Stock Market (SET Index): The market closed the latest week in negative territory, with the index fluctuating around the support level of 1,511 - 1,529 points (trading volume was high at over 73 billion baht).
Driving and Pressure Factors: The stock market faced profit-taking and short-term concerns amidst portfolio adjustments by investors awaiting the direction of international factors and commodity prices.
Management Restructuring in Large Organizations: Beginning of November... Several large listed companies, such as PTTGC and IRPC, have announced the appointment of Chief Financial Officers (CFOs) in preparation for volatility in the energy market and the global economy.
🏆 2. Gold Market
Gold Price Outlook: Domestic gold prices (96.5% gold bars) remain stable in the high range (around 64,000 - 64,400 baht).
Driving Factors: Supported by demand for safe haven assets amidst concerns about geopolitical risks and the continued volatility of the US dollar.
🏛️ 3. Bank of Thailand Monetary Policy & Domestic Macroeconomics
Thai Economic Report (September 2026 from the Ministry of Finance / Fiscal Policy Office / Bank of Thailand):
The overall Thai economy continues to grow, with exports being a key driver (strong expansion for several consecutive months, especially in electronics, AI components, and data center sectors).
Private investment and consumption of durable goods show signs of recovery.
Economic Stability:
The headline inflation rate in September was 2.82%, and core inflation was 1.50%, remaining within controllable levels.
International reserves at the end of September 2026 remain high at US$276.1 billion, strengthening Thailand's resilience to external fluctuations.
🌍 4. Global Economic News
Energy Market and Supply Chain Outlook: Global finance ministries and economic agencies continue to warn of the need to closely monitor the "crude oil price situation and potential wars," as these could impact production costs and global supply chains in the final quarter of the year.
Global Investment Environment: Investors worldwide are evaluating the results of the recently concluded meetings of major central banks (Fed, ECB, BOJ), and are closely watching key economic figures to be released in early November to determine the direction of the next interest rate hike.
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Summary of the Money Market, Capital Market, Gold, Thai Baht, and AI Stocks as of November 1, 2026:
💵 1. Money Market (Money Market & FX)
Thai Baht: Fluctuating within a range of approximately 33.30 - 33.75 THB/US Dollar.
Overall: The Thai Baht fluctuated, leaning towards stable to slightly weakening, following the direction of the US Dollar and pressure from foreign capital flows (Fund Flow). Domestically, new financial structures are being developed, such as the THB Stablecoin project, to embrace the tokenized asset trend and the digital money market structure.
📈 2. Capital Market (Stock Market & SET Index)
Thai Stock Market Index (SET Index): Fluctuating downwards to around 1,511 - 1,544 points.
Driving Factors: The stock market faced profit-taking and investor caution ahead of the week of earnings announcements and important global economic data. Investors are focusing on selective buying in sectors with specific supporting factors.
🏆 3. Gold Market
Domestic Gold Bar Price (96.5%):
Buy: 63,550 - 63,850 THB/baht of gold
Sell: 63,750 - 64,050 THB/baht of gold
Driving Factors: Global Gold Spot prices are fluctuating between $3,980 - $4,000/ounce, entering a correction phase after a strong upward movement previously. Analysts view this as a consolidation phase awaiting new monetary policy factors from major central banks.
🤖 4. AI Sector Stocks (Global & Thai AI Sector)
International AI Stocks (Global Tech):
Upstream chip and hardware companies (e.g., Nvidia, Broadcom, TSMC) continue to receive high order volumes due to the expansion of data centers in the US and Europe.
Cloud software and energy infrastructure stocks (Energy for AI Data Centers) are gaining increasing attention.
Thai AI-related Stocks:
Electronics sector (DELTA, KCE, HANA): Brokers estimate that they are entering a new growth phase driven by clearly increased orders for AI-powered electronic components and servers.
Infrastructure/Energy sector (GULF, ADVANC, TRUE, INSET): Benefiting from the expansion of data center and cloud infrastructure projects domestically and in the ASEAN region.
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