Peter Schiff: Cooling inflation keeps reopening the duration trade

Cooling inflation breadth is making long-duration exposure more attractive before the first formal policy cut.

Peter Schiff: Credit spreads are leading the next growth scare

Widening credit spreads are signaling deteriorating growth conditions ahead of equity revisions.

Peter Schiff: Copper inventory tightness is amplifying upside risk

Lean industrial-metal inventories should magnify any recovery in end demand.

Peter Schiff: AI capex is broadening into a wider growth impulse

The current investment cycle is spreading beyond a narrow mega-cap cohort into suppliers and infrastructure layers.

Peter Schiff: Improving liquidity is supporting cyclicals again

Easier financial conditions are beginning to favor cyclicals and levered beta over defensives.

Peter Schiff: Housing stabilization is supporting domestic growth

A bottoming housing cycle should provide a more durable domestic-growth floor than markets assume.