Fed hawks drive dialogue as gold finds support

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 slowdown in two of the world’s largest economies means.

Time Stamps:

· 0.55 – Managed Money has reduced their positioning in gold three weeks in a row

· 3.10 – Ichimoku weekly standard line has been providing excellent support for gold

· 5.05 – Outflows from gold appear to be moving into cash

· 7.11 – Silver positioned well but vulnerable to industrial demand

· 10.04 – Hawks driving the dialogue coming out of Fed

· 13.07 – Tequila Crisis – a look at past rapid and aggressive tightening cycles

· 15.20 – The world’s two largest economies have problems in their property markets

· 19.43 – China’s pursuit of Covid zero continues – will this policy shift?

· 22.24 – Key takeaways