Special Mid-Week Update on the Month Ahead with Andrew Pancholi: August 2026
In this special midweek edition of Land Cycle Investor, I’m joined once again by master forecaster Andrew Pancholi for an update on the month ahead - August 2026.
Andrew explains why he believes August could be a critical and unsettled month, with several geopolitical cycles pointing to a possible escalation in the Middle East and further disruption to global shipping, supply chains and energy markets.
We discuss his outlook for oil—including his longer-term targets of US$147 and US$183 a barrel—along with the signals he is watching in gold, copper, currencies, Bitcoin, semiconductor stocks and the S&P 500.
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