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cover of episode A Blip or a Trend? Making Sense of Monday’s Stock Selloff

A Blip or a Trend? Making Sense of Monday’s Stock Selloff

2024/8/6
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John Cendrillo
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Luke Vargas
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Sam Schechner
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John Cendrillo：周一市场的暴跌很可能是由趋势追逐者造成的短期波动，而非反映长期经济趋势的理性抛售。这种类型的暴跌通常是短暂的，与基于持续的负面经济数据而引发的更危险的、更理性的抛售不同。他指出，市场波动指数（VIX）在暴跌前可能被一些金融产品（例如结构性产品和自动可赎回债券）人为压低，导致其在暴跌时急剧上升。这些交易的平仓通常需要几周时间，因此波动性可能尚未完全结束。 Luke Vargas：与John Cendrillo的讨论围绕着周一股票市场暴跌的原因和性质展开。他提出了关于市场波动指数（VIX）在暴跌前被低估的疑问，并探讨了结构性产品如何通过对冲波动性来影响市场。他总结了John Cendrillo的观点，即这次暴跌可能是短暂的波动，而非反映长期经济趋势的信号。

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John Cendrillo discusses the potential exaggeration of Monday's stock market rout by trend chasers and the role of volatility in market reactions.

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A.M. Edition for August 6. U.S. stock futures rise and Japan’s Nikkei has climbs 10% after yesterday’s market freak-out. WSJ Heard on the Street columnist Jon Sindreu) explains how Monday’s rout may have been exaggerated by trend chasers). Plus, WSJ tech reporter Sam Schechner) looks at how Google's antitrust loss could reshape the search industry). Luke Vargas hosts.

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