Economics Morning Brief and Today's News Summary by Manrat Chotsiri on November 2nd, 2026.
Here's a summary of today's top news and trending topics (November 2, 2026):
🌤️ Weather Today
Thunderstorms and Gusts of Wind: The Meteorological Department warns of a new cold air mass from China spreading over the region, resulting in thunderstorms and gusty winds in some areas of the North, Northeast, Central, and Eastern regions, including Bangkok and its surrounding areas (60% chance of rain).
Winter Tourism: The "Kew Mae Pan" nature trail in Doi Inthanon and "Khao Phaneng Thung" in Kaeng Krachan National Park reopened for the first time, attracting a large number of tourists seeking to experience the sea of mist and enjoy the cool weather.
🏛️ Social and Crime Issues in Thailand
Bon Kai Community Fire: A fire broke out in the Bon Kai community in Pathum Wan district, damaging over 10 houses. Bangkok Metropolitan Administration has ordered the immediate establishment of a shelter for those affected.
Investigation of Foundations and Donations: The Economic Crime Suppression Division (ECSD) and related agencies are currently investigating and tracing the financial transactions of various foundations and charitable organizations regarding suspicions of transparency.
Air Force Deploys F-16s for Border Patrol: The Royal Thai Air Force deployed F-16 aircraft for 24-hour aerial reconnaissance (QRA) along the western border to protect Thai airspace and sovereignty.
Rayong Raids Illegal Cockfighting Ring: Local authorities and police from Map Ta Phut raided an illegal cockfighting ring, arresting 19 gamblers who attempted to flee.
🌍 International and Economic News
US Midterm Elections: The atmosphere surrounding the US midterm elections is lively, with at least 50 million people having already cast their votes early.
Cost of Living Protests in Europe: New protests have erupted in several countries, including Portugal (Lisbon) against high housing prices, and Germany, where protests are also related to the cost of living.
Hackers Disrupt Binance System: The crypto industry is closely watching the hacking incident that breached the Binance system. The platform has already promptly compensated some of the victims.
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Summary of In-depth Economic News Report across all categories for the latest period (updated early November 2026). Key issues and market movements are as follows:
📈 1. Capital and Stock Markets (Stock Market)
Thai Stock Market (SET Index): Moving within a key support zone of 1,511 - 1,530 points.
Driving Factors:
The investment atmosphere is entering a period of close monitoring of Q3 2026 earnings results of Thai listed companies.
Investors are cautious in trading, awaiting the direction of foreign capital flows (Fund Flow) and portfolio adjustments in anticipation of the release of important macroeconomic figures in early November.
🏆 2. Gold Market (Gold Market)
Gold Price: Global and domestic gold prices remain stable at high levels (96.5% gold bars above 64,000 baht).
Driving Factors: Supported by demand for safe-haven assets amidst concerns about geopolitical risks. and the volatility of the US dollar.
🏛️ 3. Bank of Thailand's Monetary Policy & Thai Economic Overview
Bank of Thailand's Stance and Domestic Economy:
Following the latest Monetary Policy Committee's decision to maintain the policy interest rate at 1.00%, the Bank of Thailand assesses that the Thai economy is gradually recovering but still faces the problem of inequality (K-Shape) and growth below its potential.
The Public-Private Partnership (PPP) is accelerating investment in digital infrastructure and data centers to attract foreign investment and reduce business costs.
Domestic Energy Situation: A reduction in retail prices for gasoline and gasohol was announced (by approximately 50 satang/liter), including a 1 baht/liter reduction in B7 diesel, helping to alleviate the burden of living costs for the public at the beginning of this month.
🌍 4. Global Economic News
Impact from Major Central Banks (Fed & Global Central Banks): Global financial markets are assessing the direction of interest rates at the end of the year after the US Federal Reserve (Fed) and other central banks. Caution is beginning to be signaled regarding the next interest rate cut.
Supply chains and energy: Global crude oil prices remain volatile due to the situation in the Middle East, prompting central banks and economic agencies worldwide to closely monitor the impact on production costs and inflation.
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Summary of the Money Market, Capital Market, Thai Baht, Gold, and AI Stocks on Monday morning, November 2, 2026:
💵 1. Money Market & Thai Baht (Money Market & FX)
Thai Baht exchange rate: fluctuating within a range of approximately 33.30 - 33.70 baht/US dollar.
Volatility trend: The Thai baht is fluctuating, leaning towards weakening in line with the US dollar and pressure from foreign capital flows (Fund Flow). Financial markets are awaiting economic data and interest rate decisions from major central banks.
📈 2. Capital Market (Stock Market & SET Index)
SET Index: Declined to trade within the support range of 1,515 - 1,525 points.
Investment atmosphere: The Thai stock market faces negative sentiment following international markets due to profit-taking in the electronics/technology sector and concerns ahead of the Q3 2026 earnings season.
🏆 3. Gold Market (Gold Market)
Domestic gold bar prices... (Gold Traders Association / Aurora 96.5%):
Buyback Price: 62,150 THB/baht of gold
Selling Price: 62,350 THB/baht of gold
Gold Price Situation: Declined from the end of last week (entering a correction phase) due to profit-taking in the global market and a temporarily stronger dollar.
🤖 4. AI Stocks (Global & Thai AI Sector)
US AI Stocks (NVIDIA / Tech Hyperscalers):
AI giant NVIDIA (NVDA) temporarily slowed to around $204 (market capitalization around $4.9 trillion) amid expectations for its next quarterly earnings and new chip architecture.
Infrastructure stocks supporting AI, such as optical interconnect/corning cabling systems and data center power equipment, have garnered significant attention and performed exceptionally well.
Thai AI & Digital Stocks:
Hardware/Components Group (DELTA, KCE, HANA): Facing selling pressure following the global tech market trend, but still supported long-term by data center and AI chip demand.
Infrastructure Group (GULF, ADVANC, TRUE): Continuing to benefit from the expansion of cloud infrastructure and data center projects in the ASEAN region.
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