The Bond Market Is About to Break... And Stocks Go With It

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Peter Schiff argues the bond market is the first point of failure as inflation pressures re-accelerate, citing Brent near $99.50, copper at an all-time high, and the Fed still stuck at 2% inflation target after 65 straight months above target. He says PPI on Thursday and CPI on Friday could print hot, with the market pricing about 60% odds of a hike next week; even if the Fed delivers 25 bp, he thinks it will not matter because markets would simply price the next move. He also points to China’s August trade data as evidence of tariff-driven distortions, saying exports rose 25% y/y and exports to the US rose 34%. The body is truncated before the final anecdote, but the core message is clearly higher inflation risk, firmer commodity inputs and rising bond-market stress.