Media & Articles

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…

23rd November 2021 ABC Refinery is proud to announce our silver bars have received accreditation from the United States based CME Group and will be accepted for settlement of COMEX ‘SI’ silver futures contract, effective 10 November 2021.  This …

New export opportunities for Australian silver opened up by prestigious accreditation   Independent, Australian gold refinery, ABC Refinery has achieved a rare global feat – attaining London Bullion Market Association (LBMA) accreditation as a Goo…

Nick Frappell Global General Manager, ABC Bullion  14 October 2021 Dear reader, Subscribe to the ABC Refinery Monthly Technical reports - Click here. The US debt ceiling problem has been delayed by around seven weeks and Republicans joined the…

The 2021 Pallion Sustainability Report ABC Refinery and its parent Pallion is pleased to share its most recent annual sustainability report, Considerate® Precious Metals, which you can access here.  This report showcases Pallion’s ESG initiati…

Nick Frappell Global General Manager, ABC Bullion  10 August 2021 Dear reader, The dominant (market) news for August was the Jackson Hole symposium, where Fed Chair Jerome Powell gave a dovish speech, followed by some weak ADP and NFP data. Giv…

Fed leans on historical outcomes for future guidance Nick Frappell Global General Manager Key points: Reasons not to tighten, Part I Reasons not to tighten Part II…with context What if inflation really did take off? The global dis-inflatio…

The world in July continued to be defined by ‘Delta’, as the Coronavirus ‘third wave’ grew rapidly.  This has impacted Australia of course, and the other 131 countries that it has spread to bringing with it the appearance or possibility that it…

Nick Frappell Global General Manager, ABC Bullion  16 July 2021 Summary: UK’s Prudential Regulator allows for unallocated deposits to be offset by unencumbered physical stocks, easing concerns over clearing. Gold still not considered a High-…

The Impact of Basel III on the Gold Markets Nick FrappellGlobal General Manager Key points: Basel III aims to reduce systemic risk via better controls on liquidity exposure. NSFR and HQLA (explanations below) are the two mechanisms that …

Refining the gold standard   In spite of a disruptive 2020, the Australian mining sector overcame adversity and continued to operate. Very few international mining economies could replicate our success. No doubt this achievement will be a hot top…