In the first episode of The Pod of Gold for 2025, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, breaks down a whirlwind start to the year for gold.
Just one month into 2025, gold has already hit two record highs, with the latest peak at $2,830 USD. But what’s driving the price action?
The big headline is Trump’s new tariffs, imposed on Canada, Mexico, and China over the weekend. Nicholas explains how these tariffs are impacting gold and silver markets, short-term borrowing rates, and the US dollar. They also explore what this means for inflation, trade, and economic growth as the global economy braces for uncertainty.
From gold’s technical targets and managed money positioning to the broader geopolitical and currency implications of a new trade war, this episode unpacks all the critical market movements shaping 2025.
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Don’t miss this must-listen episode as markets brace for a volatile year ahead!