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the similarities and differences between the financial crisis

 1. Similarities to the long-term decline after the financial crisis 1) a protracted rise in housing prices : The market was feeling tired. It's like a slap on the face when you want to cry.  ​ The upward trend from 2000 to 2008 before the 2008 financial crisis broke out ​ It has soared for the eighth consecutive year since the turnaround in 2014.  ​ 2) Real estate regulations put pressure on the market ​ At the end of the Roh Moo Hyunn regime before 2008, the ceiling on the sale price, the disclosure system of the sale price, and the expansion of regulations on mortgage loans were introduced ​ The Moon Jae Inn government recently announced 26 real estate measures, introduced a ceiling on the sale price, and introduced expanded loan regulations such as reducing loans for high-priced apartments ​ How far down in the past?  The rate of decline in apartment prices in Seoul until 2012, when the decline was at its peak ​ - Based on the Real Estate 114 Index: -7.5% - KB Kookmin Bank Inde
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Stock market calendar in November (US midterm elections and FOMC)

 Regarding FOMC, This November 75bp is a fait accompli... The key is to go from 75 + 75 to 75 + 50 If Lee Sun-yeop's recent view is correct...  We can't let our allies such as Britain and Japan break down, and the U.S. is also a problem, so FOMC may control speed ​ the exchange rate Yen, Euro Sluggish -> Dollar Strong In connection with the interest rate hike, the exchange rate does not rise significantly, but I think it is limited... The worst conditions met and made the exchange rate of 1400 won. In particular, Japan, which has a high proportion of the dollar index, has no choice because the euro is in meltdown ​ Real estate PF instability, bond market The real estate PF instability triggered by the Legoland crisis has not been extinguished by the bond market stabilization fund and the supply of 50 trillion won in liquidity, but it feels a little more stable than the first issue. Even if the interest rate rises further, it will stop rising, and if there is an expectation t

the collapse of the Dow's 30,000 mark

 New York stocks fell sharply on concerns that the U.S. Federal Reserve's aggressive rate hike could plunge the economy into a recession. The Dow collapsed at the 30,000-point level for the first time since January 2021. ​ The Dow closed at 29,927.07, down 741.46 points or 2.42 percent from the previous day. The S&P 500 index closed at 3666.77, down 123.22 points (3.25%). The NASDAQ index fell 453.06 points (4.08%) to 16,646.10, the lowest level since September 2020. ​ The S&P 500 index and the NASDAQ index have entered a bear market, falling about 24% and 34% from their high points in January and November, respectively. Dow Ji-soon is down 19% from the record high recorded on January 5. ​ Interest rates on 10-year government bonds have fallen. The 10-year yield, which started at 3.289 percent on the same day, fell to 3.247 percent. The Dow's 30,000-point collapse...Wall Street's 'Critical Psychological Defense Line' Fears Collapse ​ Wall Street is concerned

The Future of China's Economy as a Reality of China's Sofa Factory

 Sofa factories, which had been difficult to obtain due to explosive orders for the first time in years in the second half of 2020, will encounter unstable signals as the first half of the year after the 2021 Spring Festival. Shipping rates, which began to rise in 2020, continued to rise in 2021, asking Chinese sofa factories to delay shipments of goods already ordered due to high shipping rates for overseas buyers who ordered large quantities in the second half of 2020. Shipping costs rose to $18,000 in 2021 from less than $4,000 before the 40-foot container-based Corona on the China-US route. However, official data such as the news show that the shipping cost of the China-U.S. route has risen to $8,000 per container, but the shipping cost of sofa factories, which are relatively small and medium-sized companies, has doubled to $18,000 per container. Shipping rates of large Chinese companies that have already contracted container volumes with blocks, like plane tickets from travel agen

Determining the Current Market Situation of Full-time Investors, Not Economists

 A long time ago, when I kicked a can, When the KOSPI falls significantly, I don't know why such a drop came out I searched the news and various media I studied. ​ As time goes by, the reason for the decline I felt that I didn't need to find it. ​ It's already gone down Because whenever I hang it on my nose, it's a nose ring If you wear it on your ear, it fits the situation I'm just going to give you a good reason When I saw the news and the experts, I thought it was useless. ​ In the end, it's America and Korea Figures that fit your country's situation and place will come out. If it went up a lot, it's natural to go down If it went down a lot, it makes sense to rebound I thought it was the providence of the stock market and the truth. ​ There are people who think it's a given, It actually feels that way and applies it to actual trading It took quite a lot of time. ​ When I talk to a lot of people who are curious about Jisoo, Like other professionals

U.S. participates in IPEF, watch out for Chinese consumer stocks if China protests

 President Yoon Seok-yeol has decided to participate in the launch of the "India-Pacific Economic Framework" (IPEF) led by the U.S. He is expected to attend the launch declaration summit by video. ​ According to the presidential office on the 18th, President Yoon is expected to actively support the launch of IPEF and express his intention to participate in the first summit with U.S. President Joe Biden on the 21st. ​ In a speech to the National Assembly on the 16th, President Yoon expressed his intention to participate, saying, "We will discuss ways to strengthen global supply chain cooperation through IPEF with U.S. President Joe Biden." ​ "We will take responsibility as a global leader country that actively supports and protects universal international norms based on the values of freedom and human rights," he said at the inauguration ceremony on the 10th. "We expect President Biden's visit to Korea will be the first step in new global strategic