WisdomTree Insights

U.S. natural gas prices (Henry Hub Futures) have declined 51% in the past month, marking the worst 30-day performance on record. Nitesh Shah discusses the impact of these falling prices.
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Broad commodities have outperformed most major asset classes this year, but the pressure of rising interest rates, a strong U.S. dollar and recession fears have led to a recent pullback. Nevertheless, Nitesh Shah discusses how the energy transition- and infrastructure-led supercycle remains in play and is likely to drive future demand for commodities.
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The risk of central banks overdoing it could send gold soaring, especially if inflation remains high while economic growth is suffering. Nitesh Shah and Jeremy Schwartz discuss how a recession could impact silver and gold. 
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At the time of writing, many commodity prices are rallying on the news. Oil, natural gas, wheat, corn, palladium, aluminum and nickel are all trading higher, including gold. While other commodities have rallied in the past year, gold has been sitting in the shadows. Gold is often thought of as a geopolitical hedge instrument.
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In 2021, commodities were an outperformer, and they are now entering 2022 with extremely strong momentum. Nitesh Shah outlines three major drivers behind this momentum.
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We believe that commodities are one of the best assets to hedge against inflation. October’s inflation print was high enough to get even gold moving again, and could mark the beginning of gold catching up with the inflation reality. Nitesh Shah discusses.

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