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11월, 2022의 게시물 표시

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

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