Weak Jobs Data, Weak Oil, Rising Metals & the Beginning of More Rate Cuts

Welcome to Mid-Week Macro for Wednesday 17th December 2025.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone. There WILL be a Mid-Week Macro on Wednesday 24th December 2025.NB - Substack live has seemingly cut off the first few minutes of the recording. Apologies for that. The first few minutes looked at the variety of recordings and posts on CC this week. These links are further on below.Become a paid subscriber and get early access to expert interview podcast as well as access to the Friday Commodity Wrap, Sunday Market Wrap and much more. Starting at just $9.17 per month, it’s exceptional value to protect your wealth, defend your freedom, and outsmart the system.Mid-week Polymarket marketThank you Polymarket for working in partnership with The Contrarian Capitalist. You can connect with Polymarket on Substack!Even with the weak jobs data, there is currently a 77% chance of ‘‘no change’’ to the Fed rate come January. This seems about right to me at the time of writing.Podcasts & Posts2 excellent guest posts that are worth reading (and they are free) are from Guardian Research….And Tom Bradshaw….Giacomo Prandelli from The Merchant's News outlined his short, medium and long-term price targets for Oil.News LinksBank of Japan expected to hike rates to 30-year highBank of England poised for Christmas interest rate cut after inflation slowsTrump is good news for Nato, Mark Rutte tells BBC - Is it really?On the other hand…..Weak Hiring Data Underscore Fed’s Room to ManoeuvreWTI Holds ‘Venezuela Blockade’ Gains After Small Crude Draw, Record US Production2-Hour Private Strategy Call with The Contrarian CapitalistA focused two-hour session covering anything you want, including commodities, macro, Plan B strategies, residency, property, precious metals or geopolitics. You set the agenda and get clear, actionable guidance. $147, valid until 31st Dec 2025PAID SUBS GET A DISCOUNT (behind the paywall in the Friday Commodity Wrap)NB - I am not a financial advisor This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe