저자: JamieDimon · 외국인
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JPMorgan CEO Dimon은 금리 인상이 시장에 큰 타격을 주지 않았다고 평가하며, 금리 인하가 추가 촉매가 될 수 있다고 봄. 실물경제는 예측이 어렵고, 녹색경제·재무장·인구구조 등으로 장기적 인플레이션 압력이 있다고 주장. 시장은 연착륙(골디락스)을 반영하고 있으나 그 확률을 시장보다 낮게 봄. 우크라이나 전쟁은 단기 종결이 어렵고 장기전 대비 필요하다고 언급. 정책적으로는 음의소득세, 교육 성과 평가 등 제안.
다듬은 글
Rising interest rates did not hurt markets will Falling interest rates be an impetus I mean can they be a further impetus yeah again so you talk about Rising you know things are sometimes history Rhymes but it's not always the same I think when rates went from zero to two and a half that was barely Rising rates that's just kind of normalization and we had very strong growth coming out of covid so you know 5% was probably needed to slow things down just a little bit Yeah underneath the rate there's a real economy no one knows what that real economy is going to do next year no one and so I don't look at it like you know they're panicking to know maybe the economies get stronger maybe it's going to get weaker and so they're trying to just they remember they're reacting to data they see today you know and then you can try to predict what the data is going to be a year from now I think there's more underlying inflation because of things like the green economy fiscal spending remilitarization in the world demographics uh those things will drive inflation down the road and you know even AI in my view right now it's a little inflationary because we're all adding a lot of talent around data it's not the deflationary part May happened but that may be several years down the road yeah right you you are when you say you are a bit more skeptical is that the economy you're skeptical about or markets and what they're pricing in both both know I think the you know the stock markets and the bond markets are pricing in a soft Landing okay and and but you also look at stock markets are generally very high uh and bond spreads are very low and you know that's kind of Goldilocks and that may very well happen I mean I'm hoping for that I just give it a lower odds than the market does of that happening yeah you said geopolitics is still the biggest worry for you uh who in the White House in the next 2 months is best place to end the war in Ukraine uh Russia Ukraine I don't think it could be ended the next two months I think it's getting worse and you know look I'm sure the Biden Administration you know I have tremendous respect for Anthony blinkin and Jake Sullivan I think they're doing the best they can but remember there are adversaries there are other people say this is not a unilateral action America can take and then you know America's got some tough decisions to make just like Europe and the so I think the Allies need to really get prepared for a longer War more military uh unfortunately more military help the ukrainians and then that is the only thing will eventually lead to some kind of peace or Armistice in Ukraine's interest are you throwing your weight behind I mean uh people listen to you people look at what you say are you I mean who are you supporting if I can put it bluntly I'm not endorsing anyone at this time okay I I I I spend more of my time on policy what's the policy we need that can really help both the world that's foreign policy and domestically and I I would have a negative income tax I would have better permanent I red do certain regulations I'd have I would love schools to judge themselves and what when the kids high schools and Community College when they graduate what kind of job do they get you know and so you're focusing on the outcome not just you know the input and so uh I think there a lot of things to do to make America healthier and to lift up all of our citizens I think we've you know if you look at the data we've left behind the bottom 20% you know we should focus in that that is a legitimate thing for a governor to say why is that they're also dying younger their schools are worse they have more crime in their neighborhoods and that's kind of why you have populism and so I think you know we need to do a lot just in America to lift up our country and as we do that it helps the rest of the world I mean uh there's been a talk that uh if Mr Trump and in an interview he said this that he may tap you to be the treasury secretary Mr Diamond I just wanted to ask you this you said like the next day definitely not so I don't expect to be the treasury secretary well there's Mr musk who's also been sort of you know he said openly that well I'd love to be part of a a trump Administration I I I just wanted okay so Elon uh this idea about having an efficiency commission I actually like the idea I mean I think governments have to become more efficient more confident and look at you know when they take money what do they get for right and I actually think it's a very good idea it's kind of like remember Al Gore had the Reinventing government we really need to do it and in America we need to do it I'm sure a lot of other countries need to do the same thing right make informed decisions with Comprehensive analysis on the goal strengthen your portfolio with realtime Market updates on the go let's go create effective strategies with insightful expert opinion on the go grow on the go with CNBC TV8 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