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Joe Cavatoni

World Gold Council (senior market strategist, Americas)
First call on the ledger

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Where they stand

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NeutralGold & Hard Assets leaning · 2026-07-24
consolidation zone. same sentence carries the conditional 5,000 scenario
“it'll hold us around that 4,000 level”
Joe Cavatoni · World Gold Council (senior market strategist, Americas) · David Lin Report ↗
Gold since this was said: +1.8% · 4,068 → 4,142 · as of 2026-07-29
BullGold & Hard Assets hedged · 2026-07-24
conditions for the next leg. explicitly conditional; base case is the 4,000 hold
“moving in towards this 5,000 level”
Joe Cavatoni · World Gold Council (senior market strategist, Americas) · David Lin Report ↗
Gold since this was said: +1.8% · 4,068 → 4,142 · as of 2026-07-29
BullGold & Hard Assets 2026-07-24
central-bank demand thesis. t0=5s preview montage; body version is the one to cut; note it is not a dollar-collapse claim
“There's no viable alternative to the dollar and the dollar-based assets other than gold”
Joe Cavatoni · World Gold Council (senior market strategist, Americas) · David Lin Report ↗
Gold since this was said: +1.8% · 4,068 → 4,142 · as of 2026-07-29

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