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: