'월가 황제' 다이먼 "이란전쟁, 인플레·금리 더 끌어올릴 수 있다"

Dimon's warning that geopolitical tensions could sustain higher inflation and interest rates than markets expect contradicts current consensus, forcing reassessment of monetary policy and investment strategies. Private credit markets reveal fragility as investors panic-sell despite stable fundamentals, exposing systemic vulnerability to economic shocks. The convergence of geopolitical risk, inflation persistence, and financial instability signals an extended period of heightened uncertainty for markets and policymakers.