Monthly review · September 2026
Markets · September 2026
Published 22 October 2026.
Published 22 October 2026, after the period closed.
The month in brief
Of the 383 articles that took a side on Gold in September 2026, 44% argued it higher: the largest change of any tracked asset from the month before.
The figures
Largest argument: Middle East Conflict Oil Supply Risk, 1.8% of 15750 narrative mentions on tracked assets (290), from 92 outlets; 0% (1 of 11560) the month before.
| Asset | Argued higher |
|---|---|
| Bitcoin | 62% (383 of 613) |
| Ethereum | 71% (172 of 242) |
| Solana | 85% (127 of 150) |
| XRP | 75% (215 of 287) |
| S&P 500 | 41% (253 of 615) |
| Nasdaq 100 | 42% (152 of 361) |
| Dow Jones | 37% (134 of 367) |
| Russell 2000 | Too few articles took a side this month for a reading |
| NVIDIA | 79% (196 of 248) |
| 59% (129 of 220) | |
| US 10-Year Bond | 10% (112 of 1105) |
| Gold | 44% (167 of 383) |
| Silver | 38% (80 of 210) |
| Crude Oil | 72% (948 of 1313) |
Also this month
- 'Middle East Conflict Oil Supply Risk' was the largest argument across assets, a different one from the month before: 290 of the month's 15750 narrative mentions on tracked assets (1.8%), from 92 outlets.
Articles matched to this narrative
-
“recent attacks had shown that disruptions to shipping could spread and become more severe”
-
“The gains are linked to concerns that the ongoing Middle East war could cause long-lasting supply disruptions.”
-
“oil prices extended their rise on continued Middle East supply worries tied to the US-Iran conflict”
-
“If it were not so, why is the U.S. president still pondering a diesel/export ban and twiddling with the tax regime on agricultural 'red' diesel if he thought petroleum products would be soon flowing forth from the choke points of disruption he has caused via Hormuz and Bab el-Mandeb?”
-
“A disruption in Middle Eastern supply pushes up crude prices. Higher crude costs and tighter supplies move through refineries.”