Gold prices are currently near fair value, setting the stage for further growth, according to WisdomTree's commodity and macroeconomic research head, Nitesh Shah. He believes the sharp correction in gold prices earlier this year did not mark the end of the long-term bull market but rather a return to fair value. Shah sees an opportunity…
The drop in gold to $4,575 (the sharpest daily decline since 2020) does not invalidate the "Gold/Wheat = Twin Survival Assets" thesis. It represents a tactical decoupling induced by a sudden shift in monetary regime. Multi-engine analysis reveals the following sequence:
Monetary Shock: The Fed adopts an unexpectedly hawkish tone, pushing rate cuts to 2027.…
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