FTSE 100 today: Stocks rise as gold, miners gain; oil eases

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• FTSE forges ahead but banks stutter on tax threat

  The FTSE 100 closed up 41.55 points (0.4%) at 10,881.90 and gained 3.1% over the week, while banks lagged. Bank of England Governor Andrew Bailey said evidence of second-round inflation effects was limited, adding “it’s too early,” and that policy was already restrictive. NatWest fell 1.2% and Lloyds 0.9% after the Guardian reported Chancellor John Healey is poised to tax banks more heavily in his upcoming budget, possibly by reversing Jeremy Hunt’s cuts to the bank surcharge, which could raise upwards of £2 billion a year.

  lbc.co.uk·16/10, 19:45UKbankstaxes
• Iamgold’s 2027 Outlook: Côté Just Ran Above Nameplate for the First Time, With a 20-Million-Ounce Mine Plan Weeks Away

  Iamgold (IAG), a Canadian mid-tier gold producer, traded at $16.26 on October 23, 2026 after rallying 41% over the past year. Its Superscore of 81 out of 100 places it in the Top ~5% of companies scored, driven largely by the Côté Gold mine, which averaged a record 37,100 tonnes per day in September, above its 36,000 tonne nameplate. Mine-site free cash flow reached a record $1.2 billion in 2025, net debt fell by over $500 million, and buybacks retired 27.9 million shares through mid-2026. The article notes risks including operations in Burkina Faso and all-in sustaining costs of $2,271/oz, while an updated mine plan due in Q4 will incorporate a consolidated resource topping 20 million ounces.

  Yahoo Finance·25/10, 13:20goldminingIAMGOLD
• Allied Gold’s 2027 Outlook: Why an Ethiopian Mine Ramping Toward 300,000 Ounces a Year Could Change Everything

  Allied Gold (AAUC) traded at $27.62 on October 23, 2026, up 13% over the past year, and carries a Superscore of 71 out of 100. Revenue grew 82% in fiscal 2025, record Q4 2025 production reached 117,004 ounces, and proven and probable reserves stood at 11 million ounces as of December 31, 2025. Zijin Gold agreed in January to buy the company for C$44 per share in cash, but the deal was terminated in July, after which Zijin invested roughly $295 million for a 9.2% stake. The Kurmuk mine in Ethiopia has connected to the power grid and crushed first ore in September, with guidance of 240,000 to 270,000 ounces in 2027 and roughly 300,000 in 2028. The article also flags geopolitical risks in Mali and Ethiopia and a $58 million net loss in Q1 2026.

  Yahoo Finance·25/10, 13:20goldminingmergers and acquisitions
• Sahel Jihadist Rivalry Becomes a Regional War in 2026

  JNIM and Islamic State Sahel Province (ISSP) have fought across the borderlands of Mali, Burkina Faso and Niger, and reporting says the conflict has spread into western Niger and northwestern Nigeria. Clashes have intensified since September 2026; on 12 October ISSP claimed to have killed more than 400 JNIM fighters in Burkina Faso's Oudalan province, a claim not independently confirmed. ACLED data cited in the report show more than 320 battles and about 2,200 deaths between 2019 and September 2026. JNIM is estimated to have 7,000 to 8,000 fighters against about 2,000 for ISSP, and the two compete for rural populations, smuggling routes and taxation. The insecurity is already disrupting fuel and mining operations, and it threatens gold supply chains in Mali and uranium supply chains in Niger.

  riotimesonline.com·18/10, 00:00sub-Saharan Africagoldgeopolitics
• Sudan Border Crisis : Why is Al - Burhan Walking on Eggshells Around Cairo ?

  Egyptian warplanes struck a gold mining site at Jabal al-Uqaydat inside Sudan on 10 October 2026, with five consecutive airstrikes reported, and according to The New York Times the site lies roughly 40 kilometres inside Sudanese territory. Casualty estimates vary widely: Emergency Lawyers counted 72 dead in preliminary information, the BBC cited witnesses reporting more than 60 dead and about 150 wounded, and Sudan Tribune cited survivors saying at least 200 died. Egyptian security officials did not deny the operation and justified it as ending border chaos, while a military spokesman spoke of a “third phase” but placed the operations inside Egyptian territory. An earlier strike on the same area on 16 June 2026 reportedly killed 23 people, according to AFP. Port Sudan's response has been muted, with a fact-finding committee and condolences but no explicit naming of Egypt, which the article links to Sudan's military dependence on Cairo.

  garoweonline.com·17/10, 14:45Egyptgoldgeopolitics
• Top 3 Silver Stocks To Watch In October 2026

  Oil prices have risen as Middle East conflict risks and attacks on regional energy assets push Brent crude higher, and silver is often considered when investors look for assets that behave differently from paper money. The article highlights Fresnillo, a Mexico-based miner with about $6b in revenue, where a sharp rise in realized silver and gold prices in 1H26 added roughly US$1.4b of revenue. It also covers Silvercorp Metals, which runs underground mines in China with about $495 million in revenue and derived 66% of its Q1 revenue from silver, and Discovery Mining, a Canadian producer with about $1.1b in revenue from its Porcupine Complex and a silver development pipeline. These three are a sample from a screen that surfaced 7 more silver-focused operators not discussed in the article.

  Yahoo Finance·24/10, 21:10silverminingoil prices

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• Google, Microsoft, Amazon, and the Fed step up to a skittish market: What to watch this week

  Alphabet (GOOG), Microsoft (MSFT) and Amazon (AMZN) report earnings this week, alongside the Federal Reserve's rate decision on Wednesday at 2 p.m. After the results from SpaceX (SPCX), Meta (META) and Tesla (TSLA), investors reassessed the large spending that longer-term projects would require, sending the S&P 500 down nearly 2% on Thursday and the 10-year Treasury yield below 5%. Markets price in 90% odds the Fed holds rates unchanged on Wednesday and a 77% chance of a hike at December's meeting. Oil prices surged on fears of renewed conflict in the Middle East, with Brent futures up 9% and WTI up 12% over the past month. Analysts say investors are demanding more profitability and tangible returns from AI spending.

  Yahoo Finance·26/10, 10:00• AMZN• GOOGL• MSFT• QQQFedinterest ratesearnings
• 100 Million Tonnes of Special 'Treasure' Discovered, Vietnam Moves Immediately to Exploit It

  The article argues that rapid industrialization and urbanization put Vietnam in a dual bind: rising demand for construction materials and pressure to handle large volumes of waste. According to UNEP, the world consumes over 42 billion tonnes of materials a year, and shifting to a circular economy that treats waste as a resource has become a vital global strategy. Japan reused and recycled 99.3% of its 12.35 million tonnes of coal ash in 2016, while European countries reused more than 90% of about 40 million tonnes of coal-combustion waste that year. In Vietnam, the Ministry of Construction says the country had consumed about 100 million tonnes of thermal power ash and slag by the end of 2024, though waste backlogs remain a heavy burden in some localities. The article also highlights Song Da Cao Cuong Joint Stock Company (SCL), which pivoted to recycling thermal power ash in 2007 and was among 227 enterprises honored in the 10th Vietnam National Brand program (2026).

  CafeF·26/10, 09:55building materials
• State Securities Commission Issues Important Warning

  On October 26, the State Securities Commission (UBCKNN) warned about fake websites impersonating Vietcombank Securities Investment Fund Management Company Limited (VCBF), after receiving a report from the firm. The sites copy VCBF's name, brand, slogans, information and products, and direct visitors to open accounts, place trades, deposit and withdraw money, and submit personal data. UBCKNN says the websites do not belong to VCBF, and their domain names closely resemble that of the VCBF Growth Stock Fund, one of the open-end funds the company manages. Investors are advised to carefully verify website addresses before providing personal information or making financial transactions.

  CafeF·26/10, 09:53• VNINDEXState Securities Commissioninvestment trustsscams
• Kim Jong-un Crosses Yalu River Bridge Into China as Xi Jinping Issues Special Instruction

  North Korean leader Kim Jong-un visited China on Saturday, October 24, his first trip there in over a year, according to state media in both countries. He and Wang Huning took part in events marking the 76th anniversary of China's People's Volunteers entering the Korean War, laying a wreath and visiting a memorial in Dandong. According to KCNA, Xi Jinping did not appear at the events but issued a special instruction for Wang Huning to host a banquet welcoming Kim. The New York Times says the visit signals strengthening China-North Korea ties despite international sanctions on Pyongyang, which is also deepening relations with Russia. Kim has visited China many times since 2018, and diplomats and analysts speculate he may attend the informal APEC leaders' summit in Shenzhen next month, though it is unclear whether Beijing has extended an invitation.

  CafeF·26/10, 09:52ChinaNorth Koreageopolitics
• Is SpaceX a Buy After Its Latest Quarterly Results?

  The analysis calls SpaceX's (SPCX) third-quarter results extraordinary: revenue rose 161% year over year to $14.6 billion, and the company swung to a $4.4 billion net profit from a $1.1 billion loss a year earlier. The Super Intelligence segment, covering AI infrastructure, cloud services, applications and Cursor, posted $7.56 billion in revenue versus $813 million a year earlier, while the Connectivity segment including Starlink generated $5.25 billion, up 69%, with $2.37 billion in operating income. A first revenue-generating Starship mission deployed 26 Starlink V3 satellites, but the company still needs to show that Starship can operate reliably, frequently and at competitive cost. SpaceX spent $19.6 billion on capital expenditures in Q3, including $16.4 billion in Super Intelligence, and after the report was valued at roughly $2 trillion against annualized revenue of only $58.4 billion. The author considers SpaceX a business worth watching but says they would wait for a more attractive price rather than chase the earnings rally.

  Yahoo Finance·26/10, 09:50SpaceXearningsvaluation
• How war, security and coalition math are shaping the Israeli election

  Israeli voters go to the polls on Tuesday in the first election since Hamas's October 7, 2023 attacks, which killed around 1,200 people and saw more than 250 abducted; the Palestinian Ministry of Health says Israel's subsequent Gaza campaign has killed more than 74,500 people. The Knesset's 120 seats are allocated by proportional representation, with a 3.25% threshold, and a government needs 61 seats, so coalitions are typical. Polls show neither Benjamin Netanyahu's bloc nor the opposition bloc led by Gadi Eisenkot reaching 61 seats, leaving smaller parties potentially decisive. Analysts say the vote is effectively a referendum on Netanyahu, with security, military conscription of ultra-Orthodox men and war-related economic costs (Israel spends around 8% of GDP on the military) dominating the campaign.

  CNBC·26/10, 09:46Israelgeopoliticsdefense