“The US economy is on 🔥” (yet Jamie Dimon says nuclear war’s more likely than “overheating”)

요약 보기

미국 경기 과열 우려와 금리·인플레이션 관련 거시 해설 영상이다. 미국 경제는 강하게 회복 중이며 1분기 성장률이 10%까지 나올 수 있다는 추적지표를 언급한다. 연준은 매달 800억 달러 국채를 매입 중이고, 일부는 연내 테이퍼링 논의를 예상하지만 진행자는 동의하지 않는다. 의회가 1.9조 달러 규모 추가 재정지출을 추진 중이며, 진행자는 과잉 지출이 시스템에 위험을 키울 수 있다고 우려한다. 다만 시장에 미지출 자금이 1조 달러 이상 남아 있어 2022년까지 강한 경기가 이어질 가능성이 높다고 본다. 과열 여부는 불확실하지만 진행자는 과열보다 코로나나 핵전쟁 같은 위험을 더 걱정할 만하다고 말한다. 제이미 다이먼의 과열 우려 발언도 소개하며 그가 핵전쟁 가능성을 더 높게 본다는 점을 언급한다. 주식·채권·환율 등 개별 자산에 대한 구체적인 가격 방향이나 목표가 예측은 제시되지 않았다. 숏스퀴즈와 시장 조작 관련 질문에 대한 다이먼의 답변은 확인되지 않았다고 진행자는 말한다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. well hello there my friends chris marcus here with you for arcadia economics as i mentioned the news is coming quickly today so got another live video this one on the cell phone sorry for my shaky camera work but just real quick for anyone who's a little cold out there in the winter season don't worry because the u.s economy is on fire it's heating up about to get stoked even more is that a preview of the feds up is that a preview of the fed's upcoming meeting a day or two after the ides of march which i am really excited about can't wait to uh contact my ouija board to see what his plan for that one anyway let's dig in again this was the front page story quite a week i mean we've had the fed go down new short squeezes yet despite uh all that growth on fire according to cnbc and here uh economic growth in the first quarter can hit 10 percent according to a federal reserve tracker which is odd because just last week here was jerome powell in front of congress characterizing inflation as soft and for the most part said the employment picture needed help uh which is kind of unusual the fed is buying 80 billion in treasuries each month and some expect the fed will begin to discuss tapering later this year i am not one of them but a little bit of a mixed picture from the fed yet they say the economy is red hot and of course this comes amid congress poised to spend another 1.9 trillion to address various areas where that money is coming from did not seem to be mentioned in the article but the economy has roared back to life but how is inflation still such a deficit with the economy roaring like a lion uh maybe one of those wall street silver folks can go through the atlanta federal reserve and perhaps they have something that i haven't been able to find in any von mises austrian economics books or on any good videos on youtube there is the 1.42 percent six percent yield um i would suggest now again hey i didn't work at the fed so i don't have that academic track record i was at one point in my life thrown into a crowd on the trading floor and said go trade profitably and make money so you know i mean i only have like empirical evidence plus the mickey mouse knowledge that i was taught at wharton where i was trained to believe in silly things like this such as that um questions persist about whether the 1.9 trillion dollar spending plan is necessary least to that magnitude but janet yellen said recently why not just pile it on so it's all a little silly but i know i know i made that long headline that takes a half hour to read so you just want to hear what jamie dimon chimed in of all people to say about the risk of the economy overheating this year i don't know if you know this but half the states revenues went up they didn't go down do they need help you know and we're just throwing money at people at one point so and there would be another side to that mountain so they should be cautious about overdoing it throwing money at people yara if you're watching in the chat room i command you to call the maker of our silver ben bernanke figurines we got to get this before the silver suppression is conspiracy theory is unraveled um especially in case the economy overheats get us through the prom get the country growing but you know don't try not to overdo it too much it isn't the risk exactly that if you have places and states people that don't need help and getting the help you overflow the system you do create this huge risk of innovation yeah and the system already has a little bit of that so if you look at what's in the system it looks to us like it's a trillion dollars the trend that's unspent that's before this billion nine trillion nine so there will be money like you know there's a very good chance you're gonna have a gangbuster economy for the rest of this year and you know easily into 2022.

02. and the question is does that overheat everything we just don't know yet but i would put that on the things to worry about you know i wouldn't worry too much about it i would read more about covet and nuclear war that i'd worry about that but you know i would i would suspect there's a pretty good chance you can see race going up and you know people started you know covid or nuclear war i guess those are equivalent now so in the words of jamie dimon but there's the financier of today's number one rated corporate investment bank uh i heard that i'm not sure but i heard that maybe someone asked about uh short squeezes or market rigging and he didn't say anything i didn't get to that part yet but i sure will look forward to digging in with that said we'll report back later