In this episode, we discuss the outlook for commodities with Nitesh Shah, Head of Macroeconomic Research & Commodities at fund manager WisdomTree. It’s an opportunity to catch up on the the dynamics driving the major commodity markets over the summer months, and the prospects for commodity prices as we move into Q4.
Up for discussion are the moves we’ve been seeing recently in oil and natural gas, as well as in the precious metals markets. We chat about the state of the Chinese economy, and what that’s doing to energy prices. What sort of oil price are Saudi Arabia and OPEC+ going to be happy with, and how will they go about achieving that?
We also have time to go into what’s happening in the agriculture / softs market, including wheat and cocoa. We round off by touching on industrial metals, including the closely watched copper space.