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WisdomTree Insights
When reviewing 2023 predictions, no one thought that the S&P would be up 24%. When it comes to short term moves in markets, “nobody knows anything”, and that the successful investors are long-term investors that aim to harness the equity risk premium, over the long term, through time-proven, consistent strategies. In the words of Kenneth Fisher, “Time in the market beats timing the market”.
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Commodity Monthly Monitor - September 2025 / October 2025
Debasement, dovishness and demand: commodities split between havens and cyclicals
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Commodity Monthly Monitor - agosto 2025 / septiembre 2025
Alivio, reorientación y activos reales: las materias primas igualan el repunte del riesgo
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Commodity Monthly Monitor - julio de 2025 / agosto de 2025
Las esperanzas de bajada de tipos se topan con las tensiones comerciales
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Commodity Monthly Monitor - junio de 2025 / julio de 2025
De la guerra comercial al susurro de los tipos de interés: las materias primas, entre dos fuegos
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Commodity Monthly Monitor - mayo de 2025 / junio de 2025
La energía toma el relevo: las materias primas recuperan el liderazgo
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Commodity Monthly Monitor - Abril de 2025 / Mayo de 2025
La escalada y la reconciliación impulsan la volatilidad de las materias primas
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Commodity Monthly Monitor - marzo 2025 / abril 2025
Los aranceles y las crisis políticas reconfiguran las materias primas
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Commodity Monthly Monitor - febrero 2025 / marzo 2025
Los metales triunfan pese a Trump, los aranceles y la interrupción del comercio
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Commodity Monthly Monitor - Enero 2025 / Febrero 2025
El oro bate récords y la agricultura emerge en medio de las turbulencias arancelarias
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Commodity Monthly Monitor - December 2024 / January 2025
Commodities lead the way in 2025 amid market uncertainty
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Commodity Monthly Monitor - octubre 2024 / noviembre 2024
Trump 2.0 repercute en las materias primas
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Commodity Monthly Monitor - September 2024 / October 2024
Global macro and geopolitics favour the metals
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Commodity Monthly Monitor - agosto 2024 / septiembre 2024
Brotes verdes en los mercados de materias primas
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Commodity Monthly Monitor - julio de 2024 / agosto de 2024
Una tormenta en una taza de té deja al descubierto algunas cicatrices en el complejo de las materias primas
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Commodity Monthly Monitor - June 2024 / July 2024
Fading US exceptionalism weighs on commodities
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Commodity Monthly Monitor - mayo 2024 / junio 2024
El momento de calma de principios de verano afecta a las materias primas
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Commodity Monthly Monitor - marzo 2024 / abril 2024
La geopolítica aumenta la interconexión de los mercados de materias primas
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Commodity Monthly Monitor - febrero 2024 / marzo 2024
El oro brilla con más fuerza ante la perspectiva de un aterrizaje suave
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Commodity Monthly Monitor - January 2024 / February 2024
Materias primas: en busca de ricitos de oro, pero encontrando los osos
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Commodity Monthly Monitor - December 2023 / January 2024
La cobertura geopolítica de las materias primas cobra protagonismo en 2024
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Commodity Monthly Monitor - October 2023 / November 2023
El inicio de la tendencia bajista del dólar da alas a las materias primas
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Commodity Monthly Monitor - September 2023 / October 2023
El oro y el petróleo en el epicentro cuando la geopolítica pasa a un primer plano
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Commodity Monthly Monitor - August 2023 / September 2023
Las materias primas repuntan a pesar de la narrativa de más altas por más tiempo
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Commodity Monthly Monitor - July 2023 / August 2023
En las materias primas hay un poco de todo ya que los datos chinos influyen en el sentimiento
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Commodity Monthly Monitor - June 2023 / July 2023
Las materias primas superan el pico bajista
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Commodity Monthly Monitor - May 2023 / June 2023
La geopolítica lleva la voz cantante
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Commodity Monthly Monitor - April 2023 / May 2023
A la espera de la recuperación de China
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Commodity Monthly Monitor - febrero 2023 / marzo 2023
Exposición negativa al riesgo en las materias primas mientras llega el efecto de una política monetaria larga y variable
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Commodity Monthly Monitor - January 2023 / February 2023
Restricción de oferta versus obstáculos macro
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Commodity Monthly Monitor - December 2022 / January 2023
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Commodity Monthly Monitor - October / November 2022
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Commodity Monthly Monitor - September / October 2022
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Commodity Monthly Monitor - August / September 2022
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Commodity Monthly Monitor - August / September 2022
¿Durará el rebote de las materias primas de finales de verano?
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Commodity Monthly Monitor - June / July 2022
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Commodity Monthly Monitor - May / June 2022
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Commodity Monthly Monitor - April / May 2022
Energy and agricultural supply tightness counters economic demand soft patch
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Commodity Monthly Monitor - March / April
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Commodity Monthly Monitor - February / March
War intensifies commodity market tightness
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Commodity Monthly Monitor - January / February 2022
Commodities start the year of the Tiger with a roar
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Commodity Monthly Monitor - December / January 2022
The best commodity performance in over two decades
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Commodity Monthly Monitor - October / November 2021
Commodities to catch an inflation bid?
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Commodity Monthly Monitor - September / October 2021
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Commodity Monthly Monitor - June / July 2021
Commodities had their best quarterly performance in a decade
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Commodity Monthly Monitor - Mar / Apr 2021
Macro conditions remain supportive despite China sprinkling seeds of doubt.
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Commodity Monthly Monitor - Feb / Mar 2021
Cyclical commodities ignore the sell-off in equities. While energy, industrial metals and agriculture continue to post strong gains, precious metals remain a laggard.
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Commodity Monthly Monitor - Jan / Feb 2021
Entering the year of the ox — it is unsurprising that commodity markets are feeling bullish. The commodity sector has started 2021 with a bang.
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Commodity Monthly Monitor - October 2020
A positive, albeit volatile start to the final quarter of 2020
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Commodity Monthly Monitor - January 2020
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Commodity Monthly Monitor - November 2019
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Commodity Monthly Monitor - October 2019
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Commodity Monthly Monitor - September 2019
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Commodity Monthly Monitor - June/July 2019
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Commodity Monthly Monitor - May/June 2019
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Commodity Monthly Monitor - December 2018
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Commodity Monthly Monitor - October 2018: Past Peak Bearishness
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Commodity Monthly Monitor - February/March 2019: Dovish Fed counters a delayed trade deal
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Commodity Monthly Monitor - January/February 2019: Commodities - a phoenix rising from the ashes
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Commodity Monthly Monitor - November 2018
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