저자: PeterSchiff · 외국인
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첫 줄: 2018년 피터 쉬프는 연준이 달러를 붕괴시켜 거대 버블을 해결할 것이라며 달러 위기와 인플레이션 급등을 경고한다. [인플레이션·유가] 유가 상승이 소비자에게 사실상 대규모 증세 역할을 할 것이라고 주장한다. 2018년 가장 큰 놀라움은 인플레이션 상승이며, 일단 본격화되면 연준이 대응할 수 없다고 본다. 연준은 여전히 인플레이션이 너무 낮다고 우려하고 있다는 점을 지적한다. [연준·정책·통화] 연준이 2018년 달러를 붕괴시키려 한다는 기본 시나리오를 제시한다. 금리 정책, 법정화폐 위기, 달러 붕괴 가능성을 주요 주제로 다룬다. [경기·자산] 경제 붕괴 가능성과 원자재, 금·귀금속 강세 가능성을 언급한다. 주식시장 버블 경고를 포함한다. [세금] 감세 정책이 2018년 주요 이슈로 다뤄지나 구체적 수치는 제시되지 않는다. [자막 내 두 번째 영상 - 바르셀로나 부동산(Don Quijones 기사 낭독)] 카탈루냐 독립 실패 이후 정치 불확실성으로 바르셀로나 부동산에 대한 글로벌 수요가 식고 있다. 2017년 6월 바르셀로나 중위 주택가격은 전년 대비 21.7% 상승한 제곱미터당 3,094유로였다. 2017년 4분기 주택가격은 3분기 대비 1.7% 하락해 2013년 경기침체 종료 이후 최대 분기 하락을 기록했다. 임대료는 2013년부터 2017년 중반까지 약 50% 급등했으며, 평균 임대료는 전국 평균을 크게 웃돈다. 청년 실업률은 40% 가까이이며, 임대 부담이 심각하다는 점을 강조한다. 바르셀로나·리스본·뉴욕 시의회는 임대료 통제 권한 확대를 요구하는 공동 성명을 냈다. 스페인 중앙정부와 대법원이 지역 주택 규제를 번번이 무효화하고 있다는 점을 지적한다. [리스크] 미국 달러·인플레이션 시나리오는 예측이며, 시점과 강도는 명시되지 않는다. [출연자 전망] 2018년 달러 붕괴와 인플레이션 급등, 금 강세를 전망한다.
다듬은 글
you Peter Schiff the Fed will crash the dollar in 2018 in order to solve the mother of all bubbles Peter Schiff says we are headed for the dollar crisis and weary on course to get there this year he rests the details Peter Schiff via Peter Schiff podcast Peter Schiff starts out his first podcast of 2018 with a discussion of what is going on with inflation in general tying it into oil specifically Peter says that an increasing price of oil is going to act like a major tax hike on consumers in 2018 not only that but Peter says the Fed is still concerned that inflation is still too low Peter says that one of the biggest surprises in 2018 is going to be the rising inflation which that he says the Fed will not be able to do anything about once inflation begins in earnest other topics included in this first podcast of 2018 include tax cuts Fed interest rate policy the coming fiat currency crisis the coming economic collapse the coming US dollar collapse commodities inflation gold and precious metals the stock market bubble you khaosan catalonia hit sparse along the housing bubble turns out all that as needed to halt a property bubble as a constitutional crisis of epic proportions by Don qui hones Spain UK and Mexico editor at Wolfe Street subpoenas breakaway region Catalonia is raiven into end as unruly as ever just about the only thing the latest round of elections accomplished was to confirm just how divided the region is Catalonia as failed bid for independence has left behind a sinking economic hangover none of the lofty promises made by the separatist forces have materialized four senior politicians and political activists remain in jail the European Commission has roundly rejected any possibility of an independent Catalonia remaining in the u yet enough people voted for pro-independence Pretty's to grant them the slimmest of majorities in the region as Parliament and that s enough to ensure that nothing much changes but one thing has changed the rampant political uncertainty has tempered global appetite for real estate assets in the region as capital Barcelona back in July when we last reported on the housing bubble it looked like this in June 2017 the median home price in Barcelona soared 21.7% year over a year to 3094 per square meter CA $350 per square foot with double-digit increases across all of the city s districts in the city s old town ground zero for the tourist industry the median price skyrocketed 35 percent property speculators domestic and foreign were piling into and as landlords focused on meeting the much more profitable needs of short term visitors rent soared fifty percent between 2013 and mid 2017 then on October first the referendum happened and all hell broke loose since then demand for real estate in Barcelona has waned with the result that property prices fell 1.7 percent in the fourth quarter from the third quarter according to NASA the biggest quarterly decline since painless recession ended in 2013 the irony is that Barcelona s City Council tried just about everything it can't amp an international demand for local real estate from fining sharing platforms like HAARP for featuring unlisted tourist apartments on their platforms to sanctioning local banks for refusing to sell or rent out unoccupied bank owned properties but to little avail largely because Spanish national courts key paneling the legislation it passes now it turns out that all that was needed to halt the property double was a constitutional crisis of epic proportions but even that has barely put a dent in the relentless surge in the price of rents in Barcelona the city is already the most expensive in Spain for renting with an average price of almost 19 per square metre compared to a national average of a 7.5 in 2013 when Spain s economy began its recovery from the burst property bubble just 8 percent of rental properties in Barcelona were priced above 1500 a month a sum that is prohibitively expensive for most locals now over a third are this price boom is happening in a city where salaries have all but stagnated since the crisis it is now virtually impossible to find an apartment for under 800 a month even though a third of Barcelona s local population are less than that amount in Spain 10 years ago Miller is determined to denote someone earning 1000 a month was coined to highlight the plight of young workers with low paid jobs that could never dream of owning their own flat today with a youth unemployment rate of just under 40 percent becoming a Miller esta has become something to aspire to while renting a flat in Barcelona or even a room in a flat has become an impossible dream for many young workers to make matters worse the steaming-hot property markets in barcelona and madrid are now so stacked in the seller s favor that tenants are increasingly been made to bear the full cost of agency fees which can often run into 4 figures despite the fact that attests the landlords who hire the agency s services in the first place and to ultimately benefit financially from the deal to discuss ways of protecting tenants from these kinds of abuses housing representatives from Barcelona City Council recently met up with representatives from the councils of Lisbon and New York two cities that have also witnessed huge rental booms in recent years the result was a joint manifesto calling on the city's respective national governments to grant them more power to control rents to put a stop to what they call excessive house prices Barcelona City Council also dispatched representatives to Paris and Berlin to study the impact of recent legislation aimed at curbing price rises in the rental markets Berlin for example is one of a number of German cities to have applied new federal laws that forbid landlords from hiking rents by more than 10% of what they were in the previous contract in Berlin rental contracts are valid for ten years applying similar such measures in Barcelona is going to be very hard though for the simple reason that Madrid is unlikely to permit them every time Barcelona City Council or Catalonia s regional government has tried to introduce new laws to curtail speculation in the housing market and protect tenants from evictions abuse or excessive rent increases the central government has appealed the man Spain a Supreme Court has an Ewald them at the end of the day it all comes down to one thing political autonomy and right now Catalonia has a lot less of that then and has had for a long time you ft promises made by the separatist forces have materialized for senior politicians and political activists remain in jail the European Commission has roundly rejected any possibility of an independent Catalonia remaining in the u yet enough people voted for pro-independence pretties to grant them the slimmest of majorities in the region as Parliament and that s enough to ensure that nothing much changes but one thing has changed the rampant political uncertainty has tempered global appetite for real estate assets in the region as capital Barcelona back in July when we last reported on the housing bubble it looked like this in June 2017 the median home price in Barcelona soared 21.7 you Peter Schiff the Fed will crash the dollar in 2018 in order to solve the mother of all bubbles Peter Schiff says we are headed for the dollar crisis and weary on course to get there this year he rests the details Peter Schiff via Peter Schiff podcast Peter Schiff starts out his first podcast of 2018 with a discussion of what is going on with inflation in general tying it into oil specifically Peter says that an increasing price of oil is going to act like a major tax hike on khun's you khaosan Catalonia hits Barcelona housing bubble turns out all that as needed to halt a property bubble as a constitutional crisis of epic proportions by Don qui hones Spain UK and Mexico headed Ratliff's Street Spain --is breakaway region Catalonia is raiven into and as unruly as ever just about the only thing the latest round of elections accomplished was to confirm just how divided the region is Catalonia as failed bid for independence has left behind a sinking economic hangover none of the larger sent here over a year to 3094 per square metre see a $350 per square foot with double-digit increases across all of the city s districts in the city s old town ground zero for the tourist industry the median price skyrocketed 35 percent property speculators domestic and foreign were piling into and as landlords focused on meeting the much more profitable needs of short-term visitors rent soared 50% between 2013 and mid 2017 then on October 1st the referendum happened and all hell broke loose since then demand for real estate in Barcelona has waned with the result that prosumers in 2018 not only that but Peter says the Fed is still concerned that inflation is still too low peter says that one of the biggest surprises in 2018 is going to be the rising inflation which that he says the Fed will not be able to do anything about once inflation begins in earnest other topics included in this first podcast of 2018 include tax cuts Fed interest rate policy the coming fiat currency crisis the coming economic collapse the coming US dollar collapse commodities inflation gold and precious metals the stock market bubble you
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