
Mid-Week Macro 19/08/2026 - Gold gets boost as QE gets fired up (again)
Bonds are also firing a BIG warning!
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Bonds are also firing a BIG warning!

A personal update on the challenges of the last few months, and the road ahead for The Contrarian Capitalist

Slightly softer July CPI, unchanged PPI, mixed US index performance, Asian market moves, and weather-driven impacts on shipping and agriculture!

August Chart of the Month with Tom Bradshaw.

More excellent mining results and Diesel tells us what we need to know about inflation.

CPI data comes in just under expected. Equities muted.

September rate-hike odds move lower, a weaker dollar and solid earnings lift US equities, while the KOSPI extends its longest losing streak in three years!

Soft jobs data, lower rate expectations and strong Asian buying lift gold, silver, platinum and palladium, while tight inventories and geopolitics keep oil volatile!

Paid advertisement on behalf of Norsemont Mining (OTC: NRRSF | CSE: NOM).

Central Bank gold buying reminds us to do as the banks do and not what they say!

Don Durrett on the Fed’s Catch-22, Housing & Cost-of-Living Crisis, Yen Carry Trade Risk, and why undervalued silver miners offer massive asymmetric upside in Legs 2 & 3