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The Contrarian Capitalist · Aug 12, 2026

Mid-Week Macro 12/08/2026 - Metals Romp and Rate-Hike Odds Fall

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The Contrarian Capitalist · The Contrarian Capitalist

This Wednesday 12th August 2026 Mid-Week Macro is sponsored by Norsemont Mining.

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As mentioned in the video, the CPI data from 12 August has resulted in the odds of a rate-hike decreasing from 60% to 55%. Ultimately, The Fed is in a catch 22.

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Rate-Hike Odds Tumble As US Consumer Price Inflation Prints Slowest Since Pre-War | ZeroHedge

WTI Dips After Massive Crude Inventory Build, Big SPR Drain, Surge In Imports | ZeroHedge

Los Angeles Lakers: NBA franchise to be sold in record $12.5bn deal to Josh Kushner and Bob Iger - BBC Sport

DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

Read the original on contrariancapitalist.substack.com

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