저자: JamieDimon · 외국인
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미국 경제가 중대한 전환점에 있으며 국가부채 위기가 금융 안정성을 위협할 수 있다고 경고. 지정학 리스크가 이사회 의제가 됐고 Fed 대차대조표 축소와 금리 상승이 경제 문제의 요인이 될 수 있다고 봄. 이사 JP모건 실적은 EPS 4.33달러로 예상(3.90달러)을 상회, 매출 399억 달러로 예상(395억 달러) 상회했으나 투자은행 수수료는 3% 감소, 예금은 4.4% 감소. 이민 정책과 인프라·교육 투자 필요성도 언급.
다듬은 글
the economy is in a debt crisis that needs to be addressed right away did you get to know about it will a web that threatens Financial stability emerg from this situation Jamie Diamond the CEO of JP Morgan gave a warning regarding the same situation he has already listed down several issues that currently exist on behalf of this debt let's have a look at those without any delay if International leaders make the same mistakes that occurred in the 1930s and ultimately led to International War I the United States may be facing its fourth significant turning point in its history since the early 20th century Frederick Kemp the CEO of the foreign policy Think Tank Atlantic Council Claims that more CEOs of large firms are concerned about this danger in the present day this may be the most dangerous time the world has seen in decades that is a sentiment that Kemp claims is present in many corporate board boardrooms during the CNBC Global evolv virtual Summit Kemp stated every CEO and bank I am talking to is factoring in geopolitics in their thinking in a way they didn't 5 years ago according to Kemp this change has not occurred overnight with the start of the Middle East conflict between Israel and helmus it has been intensifying over the last 5 years as a number of external shocks have rocked the Market's established order according to Kemp Putin's war in Ukraine was a wakeup call with more seite members incorporating risk management into seu roles adding outsourced Partnerships with consultants and integrating geopolitical analysis into government Affairs teams in a manner that it hasn't in my lifetime geopolitics is entering the boardroom he added no one is saying it won't affect business cdos might reasonably conclude that things could grow worse he said four exogenous shocks have occurred in the first four years of the current decade the US government's sloppy withdrawal from Afghanistan which damaged the country's reputation internationally it's possible that you won't be able to foresee the next risk but why wouldn't there be more in the following 6 years if there was one in the first four World War I World War II and the Cold War were the last three significant turning points in history today tensions and dangers are greater than ever the world is more connected than it has ever been and technology has the power to cause more harm faster he declared according to Kemp the United States must make sure the International System is maintained he gave examples of how the United States got it right after World War II creating organizations like the United Nations in NATO while its decisions during World War I resulted in isolationism the Holocaust and millions of deaths the risk is increased by the expanding bilateral ties between North Korea China Russia Iran and other Rivals of the United States though they might not be planning directly against the United States the authoritarian nations are collaborating more than Camp has ever seen they have the common goal of not wanting the United States to run the global system any longer he said since kempi believes that the United States is not yet sufficiently United with its allies to resist this partnership that Hazard carries a significant risk in contrast to analysts expectations of $3.90 per share the bank announced earnings of $4 33 per share refini of data shows that Revenue came in at $ 39.9 billion exceeding the $ 39.5 s billion forecast as the biggest bank in the country JP Morgan Chase is a leading indicator of the state of the US economy holding assets of around 3.9 trillion Additionally the New York based Bank disclosed a 6% decline in revenue from investment banking for the third quarter the bank reported that fewer equity and debt underwriting transactions resulted in a 3% decrease in Investment Banking fees in the third quarter deposits decreased by 4 4% from the same period last year so what is something that we should worry about at this point he has voiced worries about the national debt and the possible harm it could do to the economy of the nation Diamond has pushed legislators to take this problem seriously and stress the significance of managing and lowering the nation's mounting debt through long-term Solutions as a solution he has addressed few Sustainable Solutions while he doesn't openly criticize or favor one party over another Diamond clarified that the just sworn in Congress ought to propose further competent policies in the areas of infrastructure immigration health care and education we require an immigration strategy illegal immigration must end the CEO declared we need more legal immigration I would be sympathetic to DACA and similar initiatives we will therefore expand by 3% if we follow those steps correctly Federal Reserve balance sheet unwinding and Rising interest rates might potentially be contributing factors to an economic problem according to Diamond the Federal Reserve has hinted about removing two to 3 trillion dollar in cash off its balance sheet through the sale of Securities that might eventually be the reason for the Market's current volatility and other issues and when they get there they'll have to deal with it Diamond remark marked and it's a combination of money fiscal stimulus and laws and regulations it's a rather intricate kind of stuff however I do anticipate that they will eventually present an issue according to Diamond preparing for an economic crisis entails stockpiling the greatest Tools in your own toolbox to Stave off policy-driven economic turbulence in terms of Crisis it's having the Army to fight it beforehand proper margins proper accounting and then when they happen you better move very quickly and kind of do the right thing he stated it's the kind of thing Warren Buffett talks about it never goes backward albe it occasionally ceases to advance and innovate additionally we must ensure that our incredibly wealthy economy continues to be a part of it what are your views on this situation the national debt of the United States has long been a source of of concern because it has been rising over time during the last update the debt was staggering at over $28 trillion a staggering amount that has been made worse by a number of circumstances government spending particularly on defense and entitlement programs as well as lower tax collections as a result of various tax breaks and economic downturns are major contributors to this debt the financial situation was further stressed by the covid pandemic which led to large stimulus measures that increased the debt the sheer magnitude of the US debt raises concerns about its long-term sustainability and the potential consequences for future Generations including higher taxes inflationary pressures and less fiscal flexibility for addressing emerging issues some contend that manageable debt can be advantageous for economic growth the public debt as well as the debt held by fed Federal trust funds and other government accounts totals $34 trillion in Gross federal debt this can be conceptualized as the government's debt to itself plus its debt to other parties to put it simply the threat that America is massive and growing debt poses to our economic future makes it important several perspectives on the debt and its connections to the economy the budget and American families can be found in the infographic below do you think th situation can be resolved easily and that's all about it share your thoughts in the comments section if you find this video informative please give a thumbs up and subscribe to our Channel and don't forget to click on the Bell icon to not miss out on any video and to get notifications on time don't hesitate to give suggestions for our videos catch you next time
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