저자: JamieDimon-영상내직접인용기준,유튜버진행 · 외국인
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2022년 7월 기준 결론: 시장 폭락 가능성은 있으나 과도한 공포는 금물, 장기투자자는 패닉 매도를 피하라는 메시지. 제이미 다이먼(JP모건 CEO)은 최근 금융 컨퍼런스에서 '경제적 허리케인'이 다가오고 있다고 경고했으며, 현재는 맑아 보이지만 연준이 대응할 수 있다는 믿음이 위험을 가린다고 지적했다. 영상은 시장 폭락의 정의(급격한 주가 급락, 공황매도 동반)와 1929년, 1987년, 2008년 사례를 설명하고, 약세장은 20% 하락으로 정의된다고 소개했다. 2020년 코로나 약세장 이후 줌·펠로톤 같은 수혜주로 자금이 몰렸고, 최근 몇 달간 주가가 급등해 일부 기업은 2~3배 상승했다고 언급했다. 주가 변동 요인으로 연준의 금리 인상 계획(이미 반영되어 시장이 진정됨), 넷플릭스 실적 발표 후 20% 급락 사례를 들었다. 연준 풋(Fed put) 개념을 설명했다. 그린스펀 이후 시장 급락 시 금리 인하·통화 공급으로 개입해 왔고, 2008년과 2020년에도 대규모 완화를 했다는 점을 근거로, 시장이 크게 하락하면 연준이 개입할 것이라는 기대가 투자자를 시장에 머물게 한다고 설명했다. 자산 불평등 수치도 언급했다. 미국 상위 10%가 자산의 60% 이상, 하위 50%가 6% 미만을 보유한다고 했다. 노동시장은 2021년 경제성장률 6% 이상 등으로 호조지만, 임금 상승이 물가를 자극하는 임금-물가 악순환 우려가 있다고 분석했다. 시장 조정은 평균 16개월 주기로 발생하며, 평균 71.6일 동안 약 15% 하락한다는 통계를 제시했다. 2008년과 같은 금융위기 신호는 뚜렷하지 않다고 봤다. 결론적으로 장기 분산투자자는 하락장에서 매도하지 말고 포트폴리오를 유지하라고 조언했다.
다듬은 글
is the stock market crashing tip don't freak out 2022 hasn't gotten started to the best of starts in general stunk values have decreased especially in the U.S although we wouldn't say there has been a stock market meltdown as of yet it might happen at any moment CEO Jamie dimon who is perhaps the most well-regarded CEO behind Warren Buffett when it relates to the economy made some pessimistic remarks regarding the short-term prospects for the global economy which has investors on edge investors should prepare for an economic hurricane according to Diamond he stated at a recent Financial conference right now it's kind of sunny things are doing fine everyone thinks the FED can handle this that hurricane is right out there down the road coming our way hey don't get blindsided because in this video we will go through the pattern of the stock market in 2022 and we will give you instructions on how to deal with a possible stock market crash now what is a stock market crash a stock market crash happens when stock prices plummet suddenly and without warning a stock market crash can come about as a result of a significant tragedy or an economic crisis public hysteria in response to a stock market meltdown can also be a big influence causing panic selling and further depressing prices among the most well-known stock market collapses in the U.S are the market crash of 1929 which triggered the Great Depression as a combination of Economic downturn and panic selling and Black Monday in 1987 which was partly triggered by investor fear another dramatic crash in the housing and real estate markets happened in 2008 resulting in what is now known as the Great Recession however some experts believe that technically there's no such thing as a market crash instead there are Market Corrections or to put it another way bear markets whenever the market goes down 20 percent it is nicknamed a bear market after the downwards way a bear fights why do we bother now due to the outbreak of the covid-19 pandemic in March 2020 financial markets throughout the world entered the bear Market zone until lately financial markets seem to have placed covid in the rearview mirror at the barest minimum the virus is expected to keep putting sand in the global economy's gears in 2022 slowing rebound and causing supply chain Kinks investors pushed money into firms that benefited primarily from prior waves such as Zoom Communications for meetings and Peloton for at-home workout equipment frightened of future lockdowns and travel ban over the last few months the stock market has rocketed upwards recovering rapidly from the coronavirus bear market and earning incredible profits on Confidence from their investors regarding the future path of their fundamental businesses several companies have seen their stock prices double triple or increase even further however anytime the market Rises rapidly some investors get concerned about the possibility of a stock market crash some of those investors rely on particular sorts of equities that are perceived as less stable than the broader Market to safeguard themselves why is the stock market behaving in this manner the pricing of a stock is affected by a variety of elements ranging from investor mood to local and Global factors like interest rates and supply chain concerns however there really are two hugely important participants in this scenario the first one is the U.S federal reserve more colloquially known as the fed or not depending on how your portfolio is doing the Federal Reserve said that it intends to raise interest rates this year this caused some concern but as it was accounted for the market cooled down the objective of raising interest rates is to combat Rising prices the Federal Reserve is in charge of monetary policy in the United States it is increasingly shifting from Market supportive asset purchases after assisting Americans during the pandemic this didn't come as a major surprise at first the immediate Spike was similar to having the need to sneeze but not really sneezing a false alarm the second reason for the recent swings is related to the ongoing earnings season this is when major corporations such as Apple and Microsoft released their previous quarter's Financial results it's similar to business publishing their report cards investors evaluate if these are Enterprises they still wish to support and if so acquire or sell them it becomes a bit of an extra chaotic moment in the stock market but tensions are flowing much heavier now that the FED is involved Netflix released one of the most important earnings reports last month it announced that it exceeded all expectations in the most recent quarter isn't that enough reason to celebrate Netflix discussed its plans for the future and finally addressed the enormous competition it faces from alternative streaming platforms such as Disney plus it really was a big event as Netflix's shares dropped 20 in only 24 hours investors will invest relying on their expectations for the future not just their current opinions what exactly is the Fed doing to avoid a market collapse for Generations the markets have been inflated by a pretty comfortable monetary circumstances with super duper interest rates and central banks printing money in the form of quantitative easing however the so-called fed put is another reason that has pushed investors to pour money into the markets the assumption is that the U.S federal reserve as well as other central banks would not tolerate markets collapsing below a particular point before intervening with lower rates and increased money printing the debt in the international economic Market has become so huge the thinking runs that the markets can't go even a little lower a larger decrease might trigger a snowball effect of bad borrowings crippling the major Banks and causing a catastrophe that dwarfs 2008s now what is the fed put the concept referred to as put in allusion to a financial instrument that market participants buy to safeguard themselves against a market decline is that markets are basically a one-way bet the fed put in action When Alan Greenspan became chairman of the Federal Reserve he came up with the notion of the fed put beginning with the Black Monday stock market meltdown in October 1987 Greenspan became recognized for lowering the federal fund's interest to boost investor enthusiasm when markets fell sharply this was a significant departure from the fed's traditional hesitant and painfully slow response to developments in the business climate green spanned strong money creation following the.com catastrophe in the early 2000s aided in the inflation of the U.S credit estate market meltdown which triggered the 2007-2009 financial crisis during that crisis the FED responded by cutting rates and increasing the amount of money in circulation through monetary stimulus this excess cash pushed financial institutions to lend to firms and individuals in order to help the economy recover as well as to Market participants in order to invest in the markets when the global economy collapsed in the teeth of the coveted pandemic in March 2020 the FED moved into full rescue mode to stimulate the economy it started the most extensive money printing program in history all of this easing has resulted in a massive increase in asset prices including stocks bonds and real estate though it is impossible to measure the impact the richest 10 percent of Americans today hold over 60 percent of the country's assets while the poorest 50 percent possess less than six percent is the labor market in the game financial markets have been falling recently despite the fact that the U.S economy is doing well in spite of the pandemic it climbed over six percent in 2021 the employment Market is booming and relatively low-skilled employees are able to attain new jobs with greater pay consumer confidence on the other hand is low owing in part to Rising prices the main concern is that employees will desire equal pay Rises as a result this might lead to a wage price cycle in which businesses increase their prices to compensate for greater salaries which then in turn leads to further salary claims so on and so forth essentially putting price level on longer term issue well the stock market is bound to fall at some point but this isn't something that should keep you up at night this is why is it a good idea for us to sell our stocks the fact seems to be that the stock market is really not acting in a way that we haven't seen before volatility is the term used to describe the stock market's frequent ups and downs every 16 months there's a Readjustment so we're virtually on time indeed there are just so many adjustments that we have records to accurately measure them stock market adjustments take as long as an average of 71.6 days and prices come down by 15 percent on average there seem to be signs of increased Market volatility but there's really no evidence that we are on the edge of another Financial meltdown like the one we saw during the Great Recession even when there has been a market meltdown such as during the Great Recession the markets have just always rebounded those who dumped their Investments whenever they Panic are really the only genuine losers in a market drop there's no need to panic if you're investing for the long run in a diversified portfolio folio that reflects your tolerance for risk and objectives this another week in the market for us so our advice to you is to stay assured that you will not lose money just by owning stocks during a market crash it's when we sell stocks while they're down that we do Financial harm to ourselves so what is the real fix when stock prices fall don't jump to any conclusions that is indeed all there is to it we will not be badly affected if we leave our portfolio alone for a while and wait for things to unfold otherwise we'll just be staring at a loss on paper these days on screen
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