Gold's Defensive Actions: Managed Money, and the Yellow Metal's Rally.

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the factors influencing gold markets, recorded on Friday 28th February.

Frappell’s analysis examines what managed money reveals about gold; looks at how much longer gold's rally might last; and discusses the international markets, covering the US Gold Reserve Revaluation and China’s property sector.

This episode also covers: gold’s technical targets and managed money positioning to the RBA's recent rate cut; the Fed's potential slower pace of rate cutting through 2025; and how these policies may affect gold markets.

PODCAST INFO: 

ABC Refinery website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.abcrefinery.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Nick Frappell: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/nick_frappell⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Shae Russell: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/shaearussell⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

OUTLINE: 

Here are the timestamps for the episode. On some podcast players, you should be able to click the timestamp to jump to that time.

Timestamps:

• • (0:00) – Introduction
  • (0:35) – Gold's wild ride through uncertainty
  • (3:05) – Chinese regulators allowing Chinese insurance companies to purchase gold
  • (4:55) – United States and their gold reserves
  • (9:05) – What managed money tells us on gold positioning
  • (11:17) – Gold trends through the Ichimoku Cloud
  • (13:53) – Gold price targets
  • (17:18) – RBA's interest rate cuts and their impact
  • (18:24) – The Fed's potential slower pace of rate cutting through 2025
  • (20:18) – The Japanese Yen
  • (21:39) – China's approach to stabilising its property sector

  
  

  Tune in to hear expert perspectives on the short-term and long-term outlook for gold....