Head of Commodities and Macroeconomic Research, WisdomTree Europe
Nitesh Shah is a seasoned financial professional with over 24 years of experience in research and investment strategy. As Head of Commodities & Macroeconomic Research at WisdomTree Europe, he leads market analysis and insights across asset classes, with a focus on commodities and exchange-traded products. Previously, he held roles at Moody’s, HSBC Investment Bank, The Pension Protection Fund, and Decision Economics, building expertise in market analysis and strategy. Nitesh earned a master’s degree in International Economics and Finance from Brandeis University and a bachelor's in Economics from the London School of Economics. His insights are frequently featured in financial media, and he is a sought-after speaker at industry events. He also hosts the ‘Commodity Exchange’ podcast, where he discusses trends shaping global markets. Passionate about guiding investors, Nitesh provides actionable insights to help them navigate complex financial landscapes.
Gold swung from its biggest monthly gain since 1999 to its sharpest drop since 2013—all within Q1 2026. Christopher Gannatti and Nitesh Shah argue this volatility reflects liquidity-driven selling, not weakening fundamentals, and signals a transition toward a higher long-term price range.
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A single geopolitical flashpoint is disrupting up to one-fifth of global LNG supply, with effects rippling far beyond energy markets. Christopher Gannatti and Nitesh Shah explain how the Iran conflict is cascading through metals, fertilizers and supply chains—making the case for broader commodity exposure beyond oil and gas.
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Gold has remained surprisingly subdued amid the escalating Iran conflict, as short-term pressures from a stronger U.S. dollar, rising yields and liquidity-driven selling offset historically supportive geopolitical dynamics. Against this backdrop, Christopher Gannatti and Nitesh Shah argue that this pattern is consistent with past “down-then-up” episodes and suggest the current consolidation may represent a compelling opportunity to add exposure through WisdomTree gold strategies.
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Oil markets have been jolted by a major supply shock as disruptions in the Strait of Hormuz threaten a critical artery for global energy flows. Chris Gannatti and Nitesh Shah explain why available offsets fall short and how prolonged disruption could drive higher prices across oil and LNG markets.
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In 2025, gold had its strongest calendar year performance since 1979, as fiscal strain and policy shocks reshape the macro landscape. Christopher Gannatti, Dovile Silenskyte and Nitesh Shah make the case for gold, bitcoin and industrial metals as distinct tools to navigate monetary instability, electrification demand and rising geopolitical risk.
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Gold and silver just experienced their most volatile trading day on record, with price swings typically seen over an entire year compressed into hours. Nitesh Shah analyzes what drove the shock move and why traditional indicators suggest this wasn’t a classic speculative frenzy.
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