Am Buying More Silver Because ...Peter Schiff | Silver Price | Silver Price Prediction

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Peter Schiff은 연준이 인플레이션 대응에 충분히 나서지 않았고, 인플레이션 지표가 올해 악화될 것이라고 주장한다. 인플레이션과 경기: 사람들이 번 돈을 모두 쓰고 저축이 늘지 않으며, 정부 지출과 적자가 급증하고 있다고 지적한다. 달러 약세가 가속되어 무역적자가 악화되고 원자재 가격이 신고점을 경신할 것으로 본다. 인플레이션이 예상보다 높아지는 동시에 경기는 둔화되어 고용이 줄고 실업률이 오를 것이라고 전망한다. 연준 딜레마: 연준이 인플레이션과 경기·금융 안정 중 하나를 택해야 하는 상황에 몰릴 수 있으며, 경기 부양 수단은 결국 인플레이션 창출뿐이라고 본다. 연준이 경기 약화나 금융위기에 어떻게 대응할지 불확실하다고 말한다. 금리와 구조: 금리가 약 5%에 이르고 곧 5%가 될 것이며, 제로금리에 맞춰 설계된 경제는 5% 금리에서 작동할 수 없어 시스템이 붕괴할 것이라고 주장한다. 이를 '결산의 날(Day of Reckoning)'로 표현하며, 가짜 경제가 무너지는 것은 좋은 일이지만 많은 손실을 낳는다고 본다. 고용과 임금: 당장은 정규직 대신 시간제 일자리가 늘어 고용 수치의 잡음이 생기고 있으며, 해고는 공식 통계에 점차 반영될 것이라고 한다. 해고가 없더라도 실질 임금은 줄어 돈의 구매력이 떨어진다고 본다. 자산/종목 언급: 은(Silver)을 매수하고 있다는 제목 취지가 있으나 본문에서는 은 가격에 대한 구체적 목표가나 기간은 언급되지 않았다. 원자재 가격 상승과 달러 약세를 전제로 한 방향성 발언이 있다. 리스크 조건: 금리 상승이 시스템 붕괴를 촉발할 수 있고, 정부 개입이 상황을 더 악화시킬 수 있다고 경고한다. 출연자 전망: 인플레이션 재가속, 경기 하강, 고용 약화, 실질 임금 하락을 중기 시나리오로 제시한다.

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01. Peter Schiff has been vocal about his concerns regarding inflation and the economy he believes that the Federal Reserve has not taken sufficient action to address the inflationary pressures in the economy and that as the year progresses we will see a worsening of the inflation data diff argues that people are spending everything they earn but there has been no reduction in spending or an increase in savings the government spending continues to grow and deficits are skyrocketing Schiff points out that the fed's initial move to hike rates had an impact on the dollar in Commodities but the easing of inflationary pressures is only temporary he expects the weakness of the dollar to accelerate which will worsen trade deficits and push commodity prices to new highs Schiff believes that not only will inflation turn higher but the economy will also turn down leading to job losses and higher unemployment Schiff is skeptical of the fed's ability to respond to a weakening economy financial crisis or inflationary pressures he argues that the FED may be forced to choose between fighting inflation or helping the economy and that the only tool the FED has to stimulate the economy is to create more inflation Schiff believes that the U.S economy has been built around cheap money and as interest rates rise the whole system will implode causing problems for everyone he anticipates that wages will be reduced in real terms even if people do not lose their jobs which will result in a huge Day of Reckoning for the U.S economy the real problem for the FED might be that not only do we get a surprise uptick in inflation but we get a downtick in the economy you know it's only a matter of time before we start laying people off I mean we're already laying people off but eventually it's going to be impacted more in the official numbers because right now what's creating all this noise in the jobs numbers are all the part-time jobs that people are being forced to take on because they can't get by on the income from their full-time job I think what's going to surprise the FED is not only that inflation is going to turn higher but the economy is going to turn down and job creation will slow down causing unemployment to go up so inflation will be stronger than the FED expects and the economy will be weaker what does the FED do in a weakening economy and maybe even a financial crisis who knows what might blow up because interest rates are almost five percent now and they're going to be five percent pretty soon we were at zero percent rates and that's a huge change we built an economy around zero percent rates and it can't function at five percent the whole thing has to implode which is a good thing because we had a phony economy and that needs to implode but when it does it obviously creates a lot of problems a lot of people are going to lose a lot of money and that's not something that the government is going to want to sit by and just watch it play out they never do they always feel compelled to intervene and do something even if what they do makes everything worse but will the FED sit back and fight inflation saying to hell with the economy labor market Financial system or stock market or will they say we don't care about inflation we gotta go help the economy we got to do something about what's happening in the economy and of course the only thing the FED can do is create inflation that's the only thing it's ever done but the consequences of that are going to be enormous in all segments of the economy not just the stock market and real estate market the American economy is based on cheap money and now it's time to pay the piper but everybody's broke and they can't pay the piper that's bad news for the piper who thought he was going to get paid but it's bad news for everybody else too because now they can't get any more free music or entertainment so this is a huge Day of Reckoning that we're just on the cost buff and differ people are going to be affected differently the definition of a recession is when your neighbor is out of work and it's a depression when you're out of work so not everybody's going to lose their job but I think everybody's wages are going to be reduced in real terms even if you don't lose your job the money that you earn is not going to go as far