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Posts Tagged: “Federal Reserve“

Peter Schiff: Tariffs Are Unconstitutional, Courts Agree
On Sunday’s episode of the Peter Schiff Show, Peter walks through a recent appellate court ruling on President Trump’s reciprocal tariffs and ties that legal news to broader themes: political incentives around taxation, the fragility of budget narratives that rely on tariff revenue, the danger of politicizing the Federal Reserve, and why fiat-driven policies make […]

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Fed’s Waller: ‘Let’s Get On with’ Inflation
Federal Reserve Governor Christopher J. Waller used a Thursday night speech at the Economic Club of Miami to press, yet again, for easier money. Declaring that “the time has come to ease monetary policy and move it to a more neutral stance,” the long-time dove said he would have cut rates in July and plans […]

Will Trump’s Fed Bring Back QE?
The following analysis breaks down the Fed balance sheet in detail. It shows different parts of the balance sheet and how those amounts have changed. It also shows historical interest rate trends. Breaking Down the Balance Sheet In March, the Fed announced a further reduction in the balance sheet runoff from $25B a month to […]

13-Week Money Supply Starts Accelerating
Money Supply is a very important indicator. It helps show how tight or loose current monetary conditions are regardless of what the Fed is doing with interest rates. Even if the Fed is tight, if Money Supply is increasing, it has an inflationary effect. One key metric shown below is the “Wenzel” 13-week annualized money […]

Comex Delivery Not Yet Reflecting Risk That Trump Stacks the Fed
The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME here (e.g., vault types, major/minor months, delivery explanation, historical data, etc.). The data below looks at […]

Peter Schiff: Powell Caved — Inflation Wins
On the latest episode of The Peter Schiff Show, Peter examines the latest turn in Fed policy and the political forces steering it. He argues that the Federal Reserve has reversed course under pressure, that credit expansion still drives price rises, and that foreign central banks are accelerating a move into gold. He also warns […]

Peter Schiff: Interest Payments Are Devouring the Budget
On Thursday’s episode of the Peter Schiff Show, Peter (joined by a special guest, Schiff Sovereign’s James Hickman) argues that the federal budget is no longer driven by programs so much as by the mounting costs of debt maintenance. The duo covers the headline $37 trillion public debt, how interest has become a mandatory line […]

Peter Schiff: PPI Says Inflation is Back
On Sunday’s podcast, Peter breaks down the latest economic headlines and explains why the official PPI numbers, released last week, are hiding a worsening reality. He connects bad jobs revisions, distorted inflation measures, and reckless trade moves to a policy mix that will fan inflation while weakening American industry. He opens by revisiting last week’s […]

Schiff on MoneyMasters: Silver Catches Up, Tariffs, Bonds, and Stagflation Risk
Last week, Peter appeared on the Money Masters podcast to map out the next moves in precious metals, the dollar, and markets more broadly. He lays out a thesis of de-dollarization, warns that tariffs and weak growth will stress the bond market, and argues that the Fed’s choices are likely to entrench a stagflationary outcome.

Schiff on Mining Network: Borrowing Short Puts the Country at Risk
Peter recently returned to the Mining Network for an interview with Peter Gadsdon. In this interview the duo covers executive overreach, unreliable government jobs data, a weakening dollar, and why persistent inflation will keep the Federal Reserve from cutting rates. Peter ties all of these threads to a larger theme — loss of confidence in […]

Producer Prices Punch 0.9% Higher in July, Surpassing Consensus Estimates
Upstream price pressures roared back in July, according to Thursday’s Producer Price Index (PPI) release from the Bureau of Labor Statistics. The headline PPI for final demand leapt 0.9 percent after a flat reading in June. Year-over-year, producer prices are now 3.3 percent higher, the largest 12-month increase since February. The data landed just 2 […]