The Pod of Gold: 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 February 28th.

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.

Timestamps:

    • 00:00 – Introduction
    • 00:35 – Gold's wild ride through uncertainty
    • 03:05 – Chinese regulators allowing Chinese insurance companies to purchase gold
    • 04:55 – United States and their gold reserves
    • 09:05 – 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.