Moody’s Warning and Exploding Debt Signal Crisis – Here’s What It Means for Gold

Gold demand just surged to its strongest first quarter since 2016—driven by a dramatic reversal in ETF flows, relentless central bank buying, and booming retail demand across Asia—all while prices flirt with record highs.

In this high-stakes Kitco News interview, Joseph Cavatoni, Senior Market Strategist at the World Gold Council, joins anchor Jeremy Szafron to break down the latest Gold Demand Trends report and what it reveals about the global flight to hard assets. From inflation hedging to de-dollarization, Cavatoni explains why investors are turning to gold as market stress builds.

With the ECB warning of a possible gold-driven liquidity crisis and Moody’s slashing the U.S. credit rating, this conversation unpacks the deep structural forces reshaping the gold market—and how the yellow metal performs when trust in fiat begins to crumble.

Key Topics:
-Why ETF demand surged by 226 tons – the most since 2022
-Record central bank gold purchases from China and Poland
-Are investors bracing for fiscal instability and inflation?
-ECB flags gold as potential systemic risk – should you worry?
-U.S. tax reform and what it means for institutional gold demand
-Costco limits gold sales as retail demand soars
-Price outlook: Is $4,000 gold now in play?

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)
Follow Joe Cavatoni on X: @JCavatoni_WGC (https://twitter.com/JCavatoni_WGC)

00:00 Introduction
00:32 Gold Demand and Investor Behavior
01:19 Interview with Joseph Cavatoni: Insights on Gold Market
10:33 Central Bank Gold Purchases
13:33 Retail Investment Trends in Gold
18:39 Macro Economic Factors and Gold's Future
22:11 Legislation and Strategic Initiatives in Gold
23:48 Conclusion

#Gold #JosephCavatoni #WorldGoldCouncil #GoldDemand #DeDollarization #CentralBanks #GoldETFs #Moody #Treasuries #GoldOutlook #KitcoNews
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The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.