In this episode of The Pod of Gold Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down the recent market movements and gold’s volatile reaction to U.S. employment data.

Frappell explores how the latest non-farm payroll numbers have sparked speculation around the Fed's next move and what it means for gold prices in the coming months.

Also discussed in this episode is the growing geopolitical tensions in the Middle East and how they could further support the gold price.

Frappell provides insights into the latest managed money positioning, as well as technical analysis using the Ichimoku Cloud and other indicators.

Tune in for an expert take on where gold may be headed next and what data surprises could impact the markets.

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

Nicholas 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
• (0:15) – Gold's Recent Market Behaviour
• (0:55) – US Employment Data and Gold’s Reaction
• (7:14) – Managed Money Positioning in Gold
• (8:24) – Technical Analysis: Ichimoku Cloud and Price Targets
• (11:30) – Gold’s Outlook for the Remainder of the Year

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down the factors driving gold's remarkable surge past US$2,600.

Recorded on Friday, 20th September 2024, Frappell discusses the Federal Reserve’s unexpected 50 basis point rate cut and its impact on the markets, along with the evolving monetary policies from Japan and how they influence global gold trends.

He provides a detailed analysis of gold’s technical outlook using the Ichimoku Cloud and Point and Figure charts, offering insights into where gold may be heading next.

Also touched on is China's economic slowdown and its implications for demand.

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

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

• (1:03) – Fed’s 50 basis point rate cut and its impact

• (8:00) – Gold surpasses US$2,600: What’s next?

• (11:10) – Is gold going higher?

• (16:39) – China’s economic slowdown and its effect on gold

• (22:35) – Japan's monetary policy outlook

• (25:57) – Australian Dollar and RBA dynamics

• (29:51) – Key takeaways and closing remarks

• (31:55) – Continue sending in your questions

Tune in now for deep insights into gold, central banks, and the evolving global economy!

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, discusses gold's recent surge past the $2500 mark.

Nick explores the factors behind this psychological milestone, including shifts in U.S. rate expectations and the ongoing influence of central bank policies.

Nicholas also delves into the impact of China’s economic stagnation on gold demand and the surprising dynamics between fast and slow money in the market. The episode wraps up with a look at the Australian dollar's unusual divergence from iron ore prices and what this means for future rate cuts by the Reserve Bank of Australia.

Tune in to gain insights into the current state of the gold market, the macroeconomic influences at play, and what could be on the horizon for both gold and currency 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 Surpasses $2500: Key Drivers
• (1:13) – U.S. Rate Expectations and Their Impact
• (2:55) – Gold Positioning: Fast vs. Slow Money
• (6:54) – Technical Analysis: Ichimoku Cloud
• (9:22) – Medium term gold targets
• (11:33) – The Stagnation in China and Its Implications
• (22:45) – Australian Dollar vs. Iron Ore: A New Disconnect
• (26:43) – Key Takeaways and Closing Remarks