The Peter Schiff Show Podcast Raised Rate Cut Hopes Lift Markets - Ep 1052
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Nov 26, 2025 Peter Schiff critiques the Federal Reserve's rate cut narrative and its impact on markets. He examines the affordability crisis in housing and healthcare, attributing it to inflation and government policies. The discussion spans gold and silver price movements, as well as the current state of Bitcoin and cryptocurrencies. Schiff highlights consumer sentiment issues and critiques holiday spending that exacerbates trade deficits. Listeners gain insights into the ongoing clash between capitalism and socialism in today’s economy.
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Fed Signals Drive Precious Metals Rally
- Peter Schiff links gold and silver rallies to anticipated Fed rate cuts and dovish signals from FOMC members.
- He sees Fed-driven monetary easing as the main catalyst pushing precious metals and mining stocks higher.
Fed Might Be Cutting Rates Regardless
- Schiff argues the Fed privately intends to cut rates despite public ambiguity and market reactions.
- He expects December cut odds to rise above 80% as Fed officials emphasize labor weakness over inflation.
Cross-Border Yield Moves Affect US Policy
- Schiff connects dollar weakness and gold strength to coordinated signals and global dynamics, including Japan's yields.
- He warns rising Japanese yields and potential JGB sales could force renewed U.S. easing to offset foreign pressure.