The Pod of Gold: Analysing the Fed's Meeting, Gold's Rally Above USD $3,000, and Managed Money Moves

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, analyses the Fed's statements after their March meeting and the factors driving the recent surge in gold prices. 

Recorded on Thursday 20th March 2025, Frappell examines how far above USD $3,000 per ounce gold can go.

This episode includes:

• 00:00 – Introduction(0:38) – What's driving the current gold rally?
• 01:11 – Inflation expectations and Powell's comments
• 03:38 – Managed money positioning in gold
• 04:50 – Managed money positioning and ETF activity in silver
• 06:03 – Technical analysis: The Ichimoku Cloud for gold
• 07:42 – Gold price targets (short-term)
• 09:26 – The Fed's stance and market expectations for rate cuts

Tune in to hear expert perspectives on the outlook for gold, the significance of managed money positioning, and the implications of the Fed's recent communication.