In this episode of The Pod of Gold, Nick Frappell & Shae Russell look at the upcoming FOMC in March and discuss the mismatch between narrative and the futures market when it comes to what the Fed will do next. Nick dissects China’s recent Nat…
Can gold stay above US$1,800? In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the potential Fed pivot fed a short covering rally in gold, why the performance of the Australian dollar hinges on China’s economic reope…
Nick Frappell, Global Head Institutional Markets, ABC Refinery Good day and welcome to the November monthly report, looking at gold, silver, the Dollar Index and the AUD via a more or less technical lens. As always, The Pod of Gold podcast with Sha…
ABC Refinery and its parent Pallion are pleased to share its most recent annual sustainability report, Considerate® Precious Metals.The Pallion Considerate® Precious Metals Report details Pallion’s initiatives in implementing the Pallion Sustainab…
Nick Frappell Global Head Institutional Markets, ABC Refinery 28 September 2022 Dear reader, Good day and welcome to the September monthly report, looking at gold, silver, the Dollar Index and the AUD via a more or less technical lens. As alwa…
Ahead of this year’s Diggers and Dealers Conference, click here for Nick Frappell's profile in the latest Gold Mining Journal on ABC Refinery’s Nicholas Frappell. Nicholas gives a rare insight into the world’s gold market, and how Australia’s gold…
In this episode of The Pod of Gold, Nick Frappell and Shae Russell discuss the impact dollar strength is having on gold and the increasing yield gap between the US dollar and major currencies. Finally, we ask, is there scope in the system for a s…
In this episode of The Pod of Gold, Recorded at the Australian Gold Conference on 14th June, in this episode of The Pod of Gold, Nick Frappell & Shae Russell start with ‘the market that matters the most’, the Fed’s 75 basis point increase, d…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the US dollar may be nearing the peak of its 39-month cycle, why Russia’s war on Ukraine increased inflation risks and what these mean for spot gold.
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss managed money’s increased short position for gold and silver’s recent bounce. Nick delves into Russia’s recent monetary theatre, then takes a deep look at the bullish p…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the muted moves in spot gold and how support for the yellow metal is inching higher. Nick takes a deeper look at the dollar cost of China’s relentless pursuit of Covid …
In this episode of The Pod of Gold, Nick Frappell & Shae Russell look at how Managed Money has reduced their exposure to gold for the third week in a row, why the Fed’s terminal limit is higher than we think, and what the synchronised slowdo…
Huge events since the last report of course with Russia’s invasion of Ukraine generating huge repercussions through a variety of channels, some as yet unknown, but principally via shortages in the energy, certain metals and agricultural space. Gold…
The USD continues its powerful rally. Why? The yield gap between the Dollar and its major trading pairs continues to dominate. The ECB is also not only slow to tighten, but the Eurozone also faces serious trade balance issues that arise directly fro…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the tilt of positioning in gold, some bullish price targets for silver and why the Fed didn’t want to spook the market. Plus, we have an update on China’s property sect…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the different factors influencing gold and silver, soaring commodity prices and the risks to the market and how the changing of seasons may slow Russia’s invasion in the…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how the Russian-Ukraine conflict may lead to a less aggressive Fed tightening cycle for 2022, silver’s recent short covering and what Russia’s invasion means for gold in t…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss what fast money and slow money suggest about sentiment in gold, how 'when the Fed is in a tightening cycle, we all are' and the dollar positive environment which could pro…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the gold’s price moves, managed money’s short covering in silver, how the yield curve is signalling slower growth and just how aggressive the…
Good afternoon, In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss gold’s lively start to 2022 and how a strong tightening cycle may drive people away from risk assets to risk-off assets. We assess the recent co…
The pivot to a faster pace of taper allows the Fed to raise rates sooner and expectations have moved relatively quickly with the Fed no longer lagging market expectations as sharply as before. This year has been dominated by a largely ‘risk-on’ app…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss the short position building behind gold and silver, however the longs are holding their nerve. We look at the Fed’s hawkish tapering then tightening promise to the m…
In this episode of The Pod of Gold, Nick Frappell & Shae Russell discuss how gold’s plunge has settled with spot gold’s consolidation looking supportive. Plus, as the Fed drops ‘transitory’ from its language, the hawkish tone from the central b…
This month, Nick Frappell discuses inflation has been the theme that has energised gold – particularly in the sense of really testing the ‘transitory’ beliefs deployed by the Federal Reserve. The key risk is that inflation expectations are derailed…
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