폭주하는 트럼프의 미국 이유는?

ICYMI: Trump’s promises to “fix” America earned him a spot in the White House. But can he actually deliver on them?

Our columnists looked at the 📊 data 📊 to decide. Take a look at the 12 key metrics to follow: https://t.co/bO6Fmzunj7

— Bloomberg Opinion (@opinion) March 4, 2025

 

This by ⁦@martinwolf_⁩ is excellent and your must read of today. https://t.co/5qM7KIY856

— Karishma Vaswani (@KarishmaJourno) March 4, 2025

 

My latest video for @opinion - with thanks to our amazing video teams in London and NY! https://t.co/WpiLy7um5S

— Karishma Vaswani (@KarishmaJourno) March 3, 2025

 

Hong Kong Banks Are Taking the Fight to Crypto Bros

StanChart wants to issue a licensed stablecoin, mimicking the city’s currency. US lenders will pay close attention.

This is a trend with Bank of America in the US, declaring it was looking at launching a stablecoin last… pic.twitter.com/xzEXoP6ZH8

— Richard Turrin (@richardturrin) March 4, 2025

 

 

 

지난 11.5 미국 대선 때 '트럼프'를 도덕적으로 금강불괴(金剛不壞)로 만들었던 건 경제(인플레이션·금리)였습니다. 먹고 살기가 힘드니까 짜증나는데 미친 '급진 좌파'들이 가르치려 들었던 "풰애~미즘, 낙태" 티처 본능에 ★'망한 것'★이죠. 대선 당시 했던 말이 MAGA 배척하지 말고 뭐라고 하나 '좀 듣고' ESG 산업 말도 꺼내지 말라는 것이었습니다.

 

On the first day that President Donald Trump's sweeping tariff policies went into effect, US retailers Best Buy and Target warned they'd likely have to hike consumer prices, sending their shares tumbling https://t.co/lNlBmdSBKF pic.twitter.com/L2E8R9QnTU

— Reuters (@Reuters) March 4, 2025

 

President Donald Trump’s latest trade-war salvo will likely put the brakes on US growth in the near term – and it’s just one of the shocks piling up for increasingly nervous consumers, businesses and investors. https://t.co/7ch33yekjq

— Bloomberg Economics (@economics) March 4, 2025

 

Final S&P 500 $SPY Tuesday Heat Map.

I gotta feeling tomorrow will be a very green day across the board. pic.twitter.com/8Jl5cM8TNy

— Jesse Cohen (@JesseCohenInv) March 4, 2025

 

President Trump's challenge when he delivers an address to Congress tonight will be explaining why his pledge to bring down prices hasn’t been fulfilled yet — and persuading voters that it still can. https://t.co/ELvR0Ab8rV

— Bloomberg Politics (@bpolitics) March 4, 2025

 

 

 

러시아의 우크라이나 침공 전쟁으로 연방준비제도(Fed·연준) 금리가 미친듯이 치솟자 자산시장이 타격을 받았고 불만이 쏟아졌는데 바이든 정부가 뉴욕증시와 국가 전략산업으로 부양했던 했던 게 AI·반도체 공급망 재편(칩4 동맹 제안)과 ESG(IRA 보조금) 테마였습니다.

 

Get up to speed on what's moving global markets. https://t.co/5VDzna8tnF

— Bloomberg Economics (@economics) March 4, 2025

 

Tesla owners get creative to distance themselves from Elon with new car logos & projectors https://t.co/hJHNP2epMU by @fredericlambert

— Electrek.co (@ElectrekCo) March 3, 2025

 

How will Trump’s tariffs shake up markets? And can he deliver on the pledges that helped him win the White House a second time?

🎥 Tune in as @CandyZach7 joins @BobOnMarkets & @JonathanJLevin for a live Q&A on Wednesday, March 5, at 10:00 a.m. EST https://t.co/TzwdBAcPAe

— Bloomberg Economics (@economics) March 4, 2025

 

A year after the US Supreme Court banned race-based admissions, Harvard Law School's first-year Black student enrollment has plummeted — with repercussions beyond the classroom.

Read The Big Take ⤵️ https://t.co/vJFCQCfJNv

— Bloomberg Economics (@economics) March 4, 2025

 

 

 

쇠락한 공업지대 러스트벨트의 셰일오일(석유·가스) 산업의 노동자들은 일자리를 잃었는데 고령이라 재취업이 어려웠을 뿐만 아니라, 고금리·고물가에 구글, 메타와 무노조 기업 테슬라 등 빅테크 기업들을 중심으로 고용을 축소하고 직원들을 해고했으니 고용이 악화됐죠.

 

China lowered its annual inflation target to around 2% for the first time in more than two decades https://t.co/5h5Rnh7UPU

— Bloomberg Economics (@economics) March 5, 2025

 

China plans to reduce the amount of energy it uses to grow its gross domestic product by around 3% in 2025 https://t.co/RFHVY50l2u

— Bloomberg Economics (@economics) March 5, 2025

 

Ford County doesn’t have the authority to join a class action plastics recycling case against ExxonMobil and other energy giants because public welfare lawsuits are the state’s job, the Kansas attorney general’s office argued. https://t.co/vfKAnRAd0f

— Bloomberg Law: Environment (@environment) March 5, 2025

 

Republicans in Congress want to cut life-saving cancer research to pay for tax cuts for billionaires. pic.twitter.com/9R0FBmyrKw

— Elizabeth Warren (@SenWarren) March 5, 2025

 

 

 

2개의 전쟁 속에서도 독주했던 경제 숫자와 이질적이었던 실물경제로 인해 상대적 박탈감을 느꼈던 유색인종·남성·여성·연령대를 불문하고 '경합주'에서 '트럼프' 지지율이 높았던 이유로 해석됩니다. 즉, 미국의 문제점을 정확하게 꿰뚫어봤던 '트럼프'는 소득 피라미드 구조에서 저소득층과 고소득층(감세 공약 등)을 정확하게 공략을 했습니다.

 

Tesla chairwoman Robyn Denholm has sold another $33 million worth of #Tesla stock as she lets Elon Musk destroy the company’s brand.

As the head of Tesla’s board of directors, Denholm is amongst the few people who actually have oversight over Elon Musk at Tesla. pic.twitter.com/Cyzis5SjV4

— Electrek.co (@ElectrekCo) March 4, 2025

 

Elon Musk tries and fails to pump Tesla's stock (TSLA) https://t.co/IFYZxQjzHB by @fredericlambert

— Electrek.co (@ElectrekCo) March 4, 2025

 

Trump's plan to include altcoins in the crypto strategic reserve is not sitting well with Bitcoin 'maxis,' @OlgaKharif writes in the @Crypto newsletter. https://t.co/I6PrwnYfA8

— Bloomberg Crypto (@crypto) March 4, 2025

 

Gold was steady near a record high, after rising more than 2% over the previous two sessions https://t.co/ZQS6DmCghe

— Bloomberg Markets (@markets) March 5, 2025

 

 

 

즉, '트럼프' 1기 첫해에 'Trade War'(관세 전쟁)이 있었고 보복 관세에 전 세계 자산시장이 '타격'을 받았죠. 그럼에도 '관세'를 강행하고 있다는 사실로 비추어 볼 때, 미국 최초 '중범죄자'이자 중간선거까지 지지율 못 버틸 것으로 보이는 '트럼프'는 자산시장에 본인 지지율을 걸을 생각이 눈꼽 만큼도 없는 것으로 보입니다.

 

BREAKING: China sets GDP target at about 5% for 2025 despite Trump's tariffs.

Follow our live blog for the latest news and analysis https://t.co/knF7jJwBEc

— Bloomberg Asia (@BloombergAsia) March 5, 2025

 

BREAKING: NPC 2025 targets
- GDP growth target ~5%
- Budget deficit at ~4% (highest in over 30 years)
- 4.4t yuan of new special local govt bonds
- 500b yuan in special sov bonds for bank recapitalization

— Rebecca Choong Wilkins 钟碧琪 (@RChoongWilkins) March 5, 2025

 

China raised its general budget deficit to the highest level in more than three decades, as Beijing ramps up spending to counter the effects of rising US tariffs https://t.co/OE6DY5WhxB

— Bloomberg Economics (@economics) March 5, 2025

 

Tesla's China-made EV sales fall to lowest since August 2022 https://t.co/2kUkn6GOYw

— Yahoo Finance (@YahooFinance) March 4, 2025

 

 

 

예를 들면, 3월 3일 중국 관영TV는 '트럼프'의 對중국 10% 추가 관세 대응으로 농산물로 보복할 것이라 '보도'를 했는데, '트럼프'는 3월 4일에 "4월 2일부터 수입 농산물 관세를 더 추가할 것"이라며 미국 농부들을 향해 "미국 내부에서 판매될 많은 농산물을 만들기 시작할 준비를 하라"면서 "즐기라"고 말하였습니다.

 

Lumber futures rose to the highest in more than two and a half years after Trump ordered an investigation into shipments of the commodity into the US https://t.co/K8SuKjhzFo

— Bloomberg Markets (@markets) March 3, 2025

 

Trump's tariffs on imports from Canada and Mexico place the Jeep, Ram, Chrysler and Dodge brands at a disadvantage to their European and Asian competitors, automaker Stellantis told its US dealers https://t.co/Us5ES0tDvc

— Bloomberg Economics (@economics) March 4, 2025

 

The US threatened import taxes on Canadian lumber products totaling 52%, raising fears about the industry’s future and increases to US homebuilding costs https://t.co/142Imgr8Q4

— Bloomberg Economics (@economics) March 3, 2025

 

As tumbling Tesla shares leave investors bracing for more losses, protests and boycotts continue to erupt around the world.

On this episode of Elon, Inc., @crtrud, @davidelgreco and @chafkin unpack why so many people are turning against Musk — and why now https://t.co/Vlh5mdttKB pic.twitter.com/eehHSi19Y8

— Bloomberg (@business) March 4, 2025

 

 

 

중국 외교부는 '트럼프'의 관세 전쟁에 '끝까지' 싸울 것이라 했고, 중국 상무부는 '트럼프'의 관세 전쟁에 '대응' 조치로 '미국 기업' 10개를 블랙리스트에, 15개를 수출통제 대상에 올렸으며 '목재' 수입을 전면 중단했습니다. 3월 10일부터는 미국산 '농산물'을 대상으로 '닭고기'와 밀, 옥수수, 면화에 대해 15%와 대두, 수수, 돼지고기, '소고기', 수산물, 과일, 채소 및 유제품에 10%의 보복 관세를 부과했습니다.

 

US President Donald Trump’s 20% tariffs on Chinese imports have come into effect, alongside levies on Canada and Mexico.

Both China and Canada have retaliated, deepening a global trade war, @RChoongWilkins reports https://t.co/ncKspnTZyM pic.twitter.com/YmLerAr5Vb

— Bloomberg (@business) March 4, 2025

 

President Donald Trump will speak before a joint session of Congress tonight, over a month into his unprecedented second term.

Here’s an overview of his executive orders during his first 100 days ⤵️https://t.co/1kB0adFj1N

— Bloomberg (@business) March 4, 2025

 

US officials are rushing to revive a mineral-resources deal with Ukraine, with the goal of President Donald Trump announcing an agreement as soon as his speech to Congress on Tuesday night, people familiar with the matter said. https://t.co/Nuy3QmBIpf

— Bloomberg Asia (@BloombergAsia) March 4, 2025

 

トランプ米大統領の上下院両院合同会議での演説模様を個人の感想を交えたブログ形式でお伝えします https://t.co/TEtHChsuhk

— Bloomberg Asia (@BloombergAsia) March 5, 2025

 

 

 

'정석' : "명목금리(실질금리 + 예상 인플레이션율 ↑) - 예상(원자재 ↑ 가격 추이) 인플레이션율 = 실질금리, OO(유가, 비트코인, 금 등 대체 투자 상품) ↑ 금리 ↑ OO ↓" 에서 어디다 넣으면 될까요? 볼 것도 없이 원자재죠. 여기에 '예외'로 아이오와 등 '표밭'만 골라서 찔린 '트럼프'의 '주댕이'까지 예고된 만큼 변동성이 확대될 수 있다는 해석이 나옵니다.

 

▲'관세'를 정치적 전략으로 쓰며 '금리'와 '환율'에 '재앙' 같은 '주댕이'를 가만 두지를 않은 ★'트럼프'★와 '주댕이'를 가만 두질 않는 '미국'판 김건희, 親'중국' '테슬라'(TSLA) DOGE 수장 '병신 광대' ★'일론 머스크'★ 감옥 운동 중입니다.▲

 

▲ '블로그'의 모든 글은 저작권법의 보호를 받습니다. 어떠한 '상업적인 이용'도 허가하지 않으며, 이용('불펌') 허락을 하지 '않습니다'.

▲ 사전협의 없이 본 콘텐츠 무단 도용, 전재 및 복제, 배포를 금합니다. 이를 어길 시 '민, 형사상' '책임'을 질 수 있습니다.