Key Takeaways Escalating disruption in the Strait of Hormuz has already taken out roughly 17% of LNG capacity—tightening global supply for years—making broad commodity exposure, such as the WisdomTree Enhanced Commodity Strategy Fund (GCC), a more resilient way to capture sustained commodity price pressure beyond oil. While aluminum and fertilizer markets face shorter re...

From record gold prices to a fertilizer supply shock, the Strait of Hormuz closure reshaped commodity markets in Q1 2026, accelerating a structural shift in how global resources are valued. Quarterly insights from Global Resources Portfolio Manager Shawn Reynolds, featuring his unique views on natural resources and commodities. Key Takeaways Hormuz disruption tighte...

The S&P 500 officially entered the 7,000 era this week, capping off a historic 4.5% surge that represents its best weekly performance since May 2025. By closing green every day this week and notching three new record highs, the index has now secured its third consecutive weekly gain, the longest winning streak seen since last [...]

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The yield on the 10-year note finished April 17, 2026 at 4.26%. Meanwhile, the 2-year note ended at 3.71% and the 30-year yield ended at 4.88%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks, along with the Federal Funds Rate (FFR) since 2007. This next [...]

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