End Month Macro July 2026 with Tom Bradshaw - EU Gas Rips 35%, Oil Up +20%, Gold Holds

Welcome to the Monthly Wrap for July 2026 with The Contrarian Capitalist and Tom Bradshaw, author of Beyond the Headlines.

5 small bits of housekeeping

This video was recorded on Saturday 1st August 2026 AM UK time

The chart deck was also inserted on Friday 31st July after market close. Bitcoin was added after recording on Saturday 1st August.

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NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.

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Bullet pointed AI generated transcript (for those that don’t have time to watch the whole video)

July was a surprisingly busy month for markets despite the holiday season.