저자: PeterSchiff · 외국인
요약 보기
2021년 인플레이션 우려 확산과 연준의 '일시적(transitory)' 입장이 틀렸다는 주장 1) 인플레이션 우려 증거: 구글 트렌드에서 'inflation' 검색량이 2021년 5월 9~15일 사이 2004년 이후 최고치(100)를 기록했고, 2004~2020년 내내 약 50 수준이었다가 2021년 초 100으로 급등. 2) 연준 비판: 연준은 인플레이션이 일시적이라며 우려를 무시하고 있으며, 이는 서브프라임 사태를 '봉쇄됐다'고 했던 과거 실수와 같은 패턴이라고 주장. 3) 재정·통화 요인: 2021 회계연도 첫 7개월간 미국 정부 세수 약 2.1조 달러 대비 지출 약 4.1조 달러로 약 2조 달러가 적자. 이 차액은 사실상 연준 돈 찍기(부채 货币화)로 메워졌다고 주장. 2021년 초 적자가 2020년 코로나 침체 깊은 시기보다도 커서 '회복'은 가짜라고 평가. 4) 결론: 인플레이션이 일시적이 아니며, 연준은 인플레를 부추기면서 경기침체를 치료하려는 모순에 빠져 있다고 주장. 인플레이션이 회복을 죽일 것이라고 경고. 5) 종목·자산 언급: 특정 개별 종목 및 대상 자산에 대한 명시적 가격 방향 예측은 없음. 거시 인플레이션·연준 정책에 대한 비관적 견해만 제시. 6) 리스크: 인플레이션 장기화, 연준 정책 실패, 가짜 회복 후 경기 악화 가능성.
다듬은 글
if you've been to the grocery store or the gas station or the building supply store you know we have an inflation problem last month's hotter than expected cpi confirmed what we already intuitively know but the folks over at the federal reserve continue to tell us there's nothing to worry about they insist inflation is transitory they're reassurances notwithstanding people are worried searches for the word inflation hit an all-time high on google trends in may in this clip from a recent podcast peter schiff talked about the growing public worry about inflation and why the fed's response is bogus according to google trends searches for the word inflation hit the highest level since 2004 between may 9 and may 15.
that's as far back as the data goes google charts trends numerically and during that time period interest in inflation went all the way up to 100 if you look all the way from 2004 until the end of 2020 pretty much all the searches were pretty consistent at about 50. and now in the beginning of 2021 is where we shot up from 50 all the way up to 100.
so something changed in 2021 that resulted in all these people all over the united states deciding independently that they were going to search inflation so why are they doing that well because they're worried about it if it was transitory would they care they care because it doesn't seem like it's transitory on the other hand the federal reserve continues to ignore the signs that inflation is here to stay and pretends it's transitory we can't just pretend and play make-believe and hope the problem goes away because they tried that with the mortgage problem even though it was obvious that subprime was the tip of a huge iceberg the fed kept saying don't worry it's contained because they were hoping that if they denied the problem maybe it would go away well they're doing the same thing again with inflation they're telling all the people who are so worried about inflation hey don't worry about it because it's just transitory well it's as transitory as subprime was contained in fact the fed is driving inflation through its monetary policy and debt monetization through the first seven months of fiscal 2021 the u.s government collected about 2.1 trillion dollars in taxes but spent about 4.1 trillion dollars that means 2 trillion was borrowed and basically funded by the federal reserve and these are the official numbers the unofficial numbers are even worse and consider this the deficit through the first seven months of 2021 is higher than the first seven months of 2020 which included the depth of the covid recession the government is spending even more money and running even bigger deficits now when the economy is supposedly in recovery than it was when it was still in recession which again proves that there isn't a recovery at all it's phony the only reason the economy looks like it's recovering is because the fed is printing all this money to artificially stimulate it but the way you see the truth is to look at the increase in prices that the fed is still denying exist they don't want to acknowledge that inflation is not transitory because then they have to acknowledge that it's the recovery that's transitory because it doesn't actually exist and inflation is going to kill it this puts the fed in an awkward position typically the cure for a recession is inflation but how can the fed cure a recession caused by inflation by creating more inflation the hair of the dog that bit you isn't going to work it's just going to make the economy sicker this was the survival economist please like share leave me a comment subscribe and please take some time to subscribe to my backup channels i do upload videos there too you'll find the links in the description box you will also find a paypal link if you want to make a donation thank you wholeheartedly to all those of you who have donated stay safe and healthy friends
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