Peter Schiff, economista-chefe da Europacific Asset Management, criticou recentemente duramente as políticas do Fed e alertou que a inflação aumentará ainda mais no próximo ano, o que poderá ter um impacto negativo a longo prazo na economia dos EUA. Schiff postou uma postagem na plataforma de mídia social Inflation.
Fed corta taxas de juros: preocupações ocultas e riscos futuros
The Federal Reserve recently lowered the benchmark interest rate by a quarter of a percentage point, marking the third rate cut this year. However, as the pace of rate cuts slows, the Fed's economic forecast for 2025 has also changed significantly. The Fed raised its inflation expectation for economic growth in 2025 from 2.1% to 2.5%, while adjusting its rate expectation from 3.4% in September to 3.9%.
Powell's contradictory statements: slowing rate cuts and inflationary pressures
Fed Chair Powell defended in a press conference that the slowdown in rate cuts is due to ongoing inflationary pressures. However, Schiff questioned Powell's statements, arguing that there is a clear inconsistency between the Fed's actions and words. Schiff pointed out that the Fed's earlier rate cuts were too hasty, and the rates never reached a truly restrictive level. Further rate cuts now could exacerbate inflationary pressures rather than alleviate them.
“2% inflation target? Impossible to achieve”
希夫特别反驳了鲍威尔关于通胀将在两年内回到2%目标的乐观预测。他坚信，通胀率将保持在较高水平，甚至可能比当前还要更高。“两年内通胀率不可能回到2%。它可能会更高。”希夫如此评论道。
Deficits and fiscal policy: the root causes of instability in the U.S. economy
In addition to criticizing Fed policy, Schiff also warned about the expanding fiscal deficit in the U.S. According to the latest fiscal data, the U.S. government's deficit has surged to $624 billion in the first two months of the 2025 fiscal year, setting a historical record for the same period. Schiff believes that sustained high spending will deplete the vitality of the U.S. real economy, potentially leading to long-term instability.
Trump's challenges: a fragile economic environment and fiscal risks
Schiff also predicts that the Trump administration may inherit a complex situation of economic stagnation and increased financial risks. With Trump set to take office in January next year, he may face a fragile economic environment that will not easily cope with the pressures of deficits and economic downturns.
Trump's policies and economic risks: dual challenges of energy markets and debt issues
Schiff also criticized Trump's strategy in the international energy market, particularly Trump's suggestion for the EU to increase purchases of U.S. oil and gas. Schiff believes this will lead to a reduction in domestic energy supply in the U.S., thereby raising energy prices and increasing the economic burden on households. Additionally, Schiff criticized Trump's proposed 'cost-cutting' policies during the campaign, arguing that such policies could allow the U.S. Congress to increase debt without limit, exacerbating the debt crisis.
Conclusion: the long-term impact of the Federal Reserve and government strategies
Schiff's warnings are not unfounded. With the Fed's policy shift and the continued expansion of the fiscal deficit, the challenges facing the U.S. economy in the coming years will become more complex. Whether the Trump administration can bring about an economic recovery remains to be seen. We will continue to follow these economic changes and provide you with the latest analysis.
Don't be blinded by short-term fluctuations. Brother Tang teaches you to lock in your goals, take steady steps, and witness wealth explosion with a smile! Follow Brother Tang, and take you from confusion to freedom!
#美联储放鹰 #比特币市场波动观察 #USUAL走势分析 #比特币战略储备 #BTC $BTC $ETH $XRP
