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Posts Tagged: “inflation“

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 […]

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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 […]

One Goal, Two Outcomes: Norwegian and Turkish Inflation Targeting Case Study
In a positive turn of events for the Turkish people, yearly inflation reached the lowest it has been in 4 years: 33.5%. This might seem like a laughable accomplishment, but given the turmoil of the Turkish Lira over the past decades, it is a huge positive step. In complete opposition to this, the Norwegian Central […]

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 […]

Using Tariffs to Reduce the Deficit? Not So Fast
After posturing to use tariffs to eliminate income tax, the Trump administration has now shifted to a narrative that they’ll pay off deficits. Both promises are hollow. Deficits as massive and persistent as ours demand massive Treasury issuance. That means markets have to absorb ever-larger supply, pushing yields higher if demand fails to keep up. […]

Schiff on Capitalcosm: Central Banks Are Dumping Dollars for Gold
Peter recently joined Danny on the Capitalcosm YouTube channel to lay out a connected story about reserve shifts, rising interest rates, and an overstated economic optimism at the top. He argues that foreign central banks are moving out of U.S. dollars into gold, that America’s record debt is starting to show in higher yields, and […]

Fed Minutes Reveal Governors’ Thought Process Behind July Rate Hold
Three weeks after the Federal Open Market Committee opted to leave its target range unchanged at 4.25%–4.50%, fresh details from the July meeting shed light on why policymakers are growing uneasy even as they stay on hold. Minutes released Wednesday reveal officials wrestling with sticky price pressures, new tariffs, and a cooling labor market—all while […]

UBS Increases Gold Forecast
UBS recently increased its March 2026 gold forecast by $100 to $3600. As much as regulatory entities try to make gold take a back seat, everyone else seems to recognize its huge value added to any investment portfolio. The continuing acceleration of the Dollar’s decline is a huge factor in the UBS gold increase projection. […]

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 […]

The IRS’s Least Favorite Collectible
It would be natural to assume that gold would be treated like an investment by the government. However, US tax regulations put gold in an entirely different category than almost any other serious investment. While many thoughtful people choose to view gold as an investment, the IRS chooses to view it as a collectible. This […]