JP모건 "연준, 트럼프 승리 시 금리인하 일시 중지"

Apple co-founder Steve Wozniak says his first Siri searches with Apple’s AI offerings “worked fine,” but he needs more time before commenting further. He also discusses Apple’s product offerings and explains why he’s “a user-type person, not an investor” https://t.co/TXHfG3o04U pic.twitter.com/mptM1osvD8

— Bloomberg TV (@BloombergTV) October 31, 2024

 

Apple finally finds a possible PlayStation and Xbox alternative with the latest Mac mini, @markgurman writes in this week’s Power On. https://t.co/mXsvRZxntn

— Bloomberg Technology (@technology) November 3, 2024

 

Buffett keeps cutting Apple stake, shedding 60% in value this year $AAPL $BRK https://t.co/L6iLc4P4Cs via @business

— Yahoo Finance (@YahooFinance) November 4, 2024

 

The #Daily is on the road ahead of the US election:

🇺🇸 @stone_skynews and @jamesmatthewssky discuss how Musk could influence the result

🇺🇸 @cordeliaskynews is in Georgia asking whether this has become a gender election

🇺🇸 @marthakelner reports from DC’s women’s march

— Sky News (@SkyNews) November 4, 2024

 

AI가 세상을 편리하게 바꾸어주고 있죠. 하지만 이 모든 것이 낙관적이지만은 않은 듯 보입니다. AI 모델 사용의 빠른 확산으로 테슬라(TSLA) '일론 머스크'의 X(트위터)처럼 근거 없는 '음모론'을 '유포'하는 전자 폐기물(e-waste)이 급증할 것으로 예상되고 있기 때문입니다.

 

The world’s richest man has lavished time, attention and tens of millions on Trump’s reelection.

So what do Musk and his empire stand to gain from a Trump presidency? 🧵 pic.twitter.com/IvWKtPwnN8

— Bloomberg Opinion (@opinion) November 3, 2024

 

As campaigns for the US presidential election draw to a close, Democrat Kamala Harris and her Republican opponent Donald Trump struck contrasting tones. While Trump embraced a violent rhetoric, Harris promised to end the war in Gaza, if elected to power https://t.co/U9JJTSIiLf pic.twitter.com/BpBiSpb8he

— Reuters (@Reuters) November 4, 2024

 

“We wanted to make the case that the risks of a Trump presidency for America and for the world...were unacceptably high.”@zannymb shares the process behind our endorsement of Kamala Harris, on “Checks and Balance” https://t.co/uNoxzs4UST 🎧

— The Economist (@TheEconomist) November 4, 2024

 

For 13 Asia-Pacific countries, The Diplomat asked: Would the government prefer Kamala Harris or Donald Trump as the next U.S. president? https://t.co/g1zW2WnEv1

— The Diplomat (@Diplomat_APAC) November 4, 2024

 

 

최근 Nature Computational Science에 게재된 한 '연구'에 따르면,  2030년까지 테슬라(TSLA) '일론 머스크'의 X(트위터)처럼 근거 없는 '음모론'을 '유포'하는 전자 폐기물이 연간 120만 톤에서 500만 톤까지 증가할 것으로 추정됩니다. 이는 2023년 발생한 전자 폐기물의 약 1,000배에 해당하는 수치입니다.

 

South Korean refiners' losses deepen in Q3, margins set to improve in Q4 https://t.co/vsLMsOrWgl pic.twitter.com/oDoJQOA1xL

— Reuters (@Reuters) November 4, 2024

 

The US flew a long-range bomber in a drill with South Korea and Japan on Sunday in response to North Korea’s recent test-firing of a new intercontinental ballistic missile, AP reports https://t.co/cDFxgYwv75

— Bloomberg Asia (@BloombergAsia) November 4, 2024

 

South Korea and the United States held a 2+2 foreign and defense ministerial meeting in Washington on Thursday, a day after the North launched an intercontinental ballistic missile (ICBM). https://t.co/UzVVaOaxNf

— The Diplomat (@Diplomat_APAC) November 4, 2024

 

South Korean opposition leader agrees to scrap financial investment tax https://t.co/gQC1fNiu6i pic.twitter.com/ODmss20qFR

— Reuters (@Reuters) November 4, 2024

 

Weak protections in cases of sexual violence, whether physical or digital, and deeply entrenched misogyny in society create a toxic environment for Korean women. https://t.co/qLQt9pJ7OL

— The Diplomat (@Diplomat_APAC) November 3, 2024

 

금일 한국 증시는 'Trump Trade'의 '되돌림'과 더불어민주당 대표 이재명 씨가 '월드스타' 윤석열 지지율에 또 먹인 금융투자소득세 폐지 기대감에 상승 마감했습니다. 그럼에도 서울외환시장에서는 주식 자금에 따른 '환변동성' 우려가 지속되고 있고 서울 채권시장에선 '금리스와프'(IRS)가 소폭 상승했습니다. 중국 상하이(1.17%), 선전(1.97%) 상승했고, 니케이 지수(-2.63%)는 하락 마감했습니다.

 

Morgan Stanley was brought in to advise Comcast on whether it should split off its cable networks into a separate company. https://t.co/21e0w7680e

— Bloomberg Markets (@markets) November 1, 2024

 

Goldman Sachs believes South Africa is unlikely to suffer the large revenue shortfall projected by its finance minister and that the nation’s path for fiscal consolidation remains credible https://t.co/mK2SPWJHIK

— Bloomberg Africa (@BloombergAfrica) November 4, 2024

 

Oman's OQ to list up to 49% stake in methanol, ammonia and LPG arm https://t.co/fZcPSVeFbg pic.twitter.com/Tc1KB8GN6b

— Reuters (@Reuters) November 4, 2024

 

Natural gas prices in mainland Europe and the UK moved higher, tracking gains in crude, while windless weather across the region bolsters demand for the fuel https://t.co/iNVFh6oxyz

— Bloomberg Green (@climate) November 4, 2024

 

The world's highest-profile effort to cut methane emissions isn't yet slashing releases of the super-potent greenhouse gas https://t.co/EiuqIUcdun

— Bloomberg CityLab (@CityLab) November 4, 2024

 

 

한국시간 4일 19:32분 현재 미 10년물 국채금리가 4.4%에서 4.308%로 다소 되돌렸으나, 인플레이션 상방에 옵션을 거는 '채권 EFT' Proshare Ultra QQQ 베팅이 늘고 있습니다.

 

Betting markets forecast the 2024 US Election result: Who has the edge—#Harris or #Trump?
#USElecton https://t.co/hPqg6MWS70

— Economic Times (@EconomicTimes) November 4, 2024

 

Opinion: Donald Trump qualifies as a titanic success in politics, and not because he got himself elected to the world’s highest office. We will be living in Trumpland for decades https://t.co/MFJkw3vbAg pic.twitter.com/2q53FA52fJ

— Financial Times (@FT) November 4, 2024

 

'Should I wait until after the presidential election before investing $300,000 in stocks? I’m a healthy 66-year-old retiree.'

The Moneyist weighs in:https://t.co/o8sEjyt9ac

— MarketWatch (@MarketWatch) November 4, 2024

 

'JP모건'의 데이비드 켈리 수석 글로벌 시장 전략가는 2025년에 더 문제인 '미국 대선'에서 "Donald Trump의 승리로 공화당이 압승하면 훨씬 더 확장적인 재정 정책과 무역 전쟁, 커지는 적자 폭 및 높은 금리 환경에 노출될 것"이라고 말하였습니다.

 

Demand for plug-in hybrids continues to grow in China, with a U.K. research firm raising its 2025 sales forecast by 25%, as domestic automakers follow electric vehicle giant BYD and bet big on the sector while hybrid-focused Japanese companies struggle.https://t.co/EwN5fGcn71

— Nikkei Asia (@NikkeiAsia) November 4, 2024

 

Boeing’s $20 billion-plus capital raise delivered four banks a hefty payday just as equity market issuance began to cool ahead of the US election https://t.co/LlIO1h6D07

— Bloomberg Asia (@BloombergAsia) November 2, 2024

 

Ryanair cut its passenger growth target for next year because of delivery delays from aircraft supplier Boeing https://t.co/8Ruv2CPWwD

— Bloomberg UK (@BloombergUK) November 4, 2024

 

 

중국산 수입품에 대한 60%의 고율 관세, '전기차·배터리'를 포함한 Donald Trump의 '보편적 관세'와 '식품'(Food) 가격에 영향을 미칠 '멕시코'(200% 관세) 이민 제한은 인플레이션을 부추기는 것으로 널리 알려져 있죠. 막대한 규모의 지출을 수반해 연방 재정 적자도 심화할 전망입니다.

 

Legendary Hollywood producer Debra Martin Chase almost quit the business 10 years ago. But Vernon Jordan convinced her to hold on | @FortuneMagazine | @FortuneMPW https://t.co/WwZyCG4hnf

— Sydney Lake (@syddlake) October 16, 2024

 

With uninterrupted views from its cliff-top position, four-bedrooms and an easy walk down to the beach, the architecturally-designed house north of Sydney has a lot to recommend it. Enough even to tempt a prime minister. https://t.co/GXvzQp2TCM

— Bloomberg Economics (@economics) October 17, 2024

 

Sydney’s famous Bondi Beach has been closed, joining several other popular swimming spots along the city’s picturesque east coast, after thousands of toxic tar balls washed ashore in recent days https://t.co/Rkfa8lZZZd

— Bloomberg Energy (@BloombergNRG) October 17, 2024

 

Pallas Capital’s A$500 million ($330 million) private credit commercial real estate fund has been refinanced by Goldman Sachs Group Inc., the Sydney-based non-bank lender said in a statement on Monday https://t.co/la8fBLLZdc

— Bloomberg Markets (@markets) October 28, 2024

 

Sydney home prices slip for the first time in almost two years in October https://t.co/bCt5DPVR8f

— Bloomberg Economics (@economics) October 31, 2024

 

The Sydney Marathon has been elevated to join the Abbott World Marathon Majors running series, placing it alongside landmark international events including the London and New York marathons https://t.co/ascn08fq5S

— Bloomberg Economics (@economics) November 3, 2024

 

Police combed through PwC Australia’s Sydney office on Monday as part of an ongoing investigation into the firm’s tax scandal https://t.co/iFEfV89kRH

— Bloomberg Asia (@BloombergAsia) November 4, 2024

 

Bitcoin speculators are bracing for potentially pronounced market volatility in the aftermath of Election Day in the US https://t.co/PDS6x4PW7z

— Bloomberg Crypto (@crypto) November 4, 2024

 

켈리는 이러한 정책의 영향으로 연방준비제도(Fed·연준)이 '금리' 인하를 '중단'할 수밖에 '없을 것'이라고 진단을 했습니다. 반면에 "민주당 대선 후보인 'Kamala Harris' 부통령이 승리하면 승리하면 경제가 연착륙을 향한 궤도를 이어갈 것"이라고 말하였습니다. 이 경우 연준은 예상되는 정책 완화 경로를 고수할 가능성이 큽니다.

 

A group of Canadian oil sands producers took an initial step in constructing a C$16 billion carbon capture and storage network that would help slash the industry's carbon emissions https://t.co/7KnS8iBnKk

— Bloomberg Green (@climate) November 1, 2024

 

Some oil explorers are “not satisfied” with South Africa’s long-awaited rules for the industry that were signed into law last month by President Cyril Ramaphosa, according to a lobby group https://t.co/YhPfmMLZ4U

— Bloomberg UK (@BloombergUK) November 4, 2024

 

Abu Dhabi’s main oil company and AIQ agreed on a deal to use artificial intelligence to make the energy industry more efficient https://t.co/QMxfEYBVnO

— Bloomberg Technology (@technology) November 4, 2024

 

Malaysia's equity market had a "remarkable" year with new listings ranging from a palm oil producer to a grocery chain, and the chief executive is optimistic that the IPO boom will run through 2025.https://t.co/gMlewZ87o7

— Nikkei Asia (@NikkeiAsia) November 4, 2024

 

From Mexico City to Shanghai, traders are preparing for a fresh political jolt: A US election that’s threatening to upend global trade and potentially roil the economic outlook across the developing world https://t.co/EidxP5MfSD

— Bloomberg Africa (@BloombergAfrica) November 4, 2024

 

'호주' RBA는 금리인상을 '철회'했습니다. 왜? 지금 금리인상하면 좆(penis) 되는 게 '전쟁'(경기침체)이 얼마나 갈 지도 모르는데 '미국 대선'이 '글로벌 시장'을 주도하기 때문입니다. 뉴욕채권은 당연히 '미국 대선' 결과에 따라 '요동'이 불가피하죠.

 

Oil Rises Amid OPEC+ Delay, Iran Threat: Adipec Report https://t.co/SLaUT31L3D

— Bloomberg Energy (@BloombergNRG) November 4, 2024

 

Most Gulf markets fall as OPEC+ delays oil output hike https://t.co/BZCbuBI9MD pic.twitter.com/azoJoB6neL

— Reuters (@Reuters) November 4, 2024

 

Ezra Klein On the Legacy of Bidenomics https://t.co/JyLjX467G5

— Bloomberg Podcasts (@podcasts) November 4, 2024

 

How has Musk already changed the election?

In this episode of Citizen Elon, a three-part series from the Elon, Inc. podcast, we talk about what’s at stake, and what the consequences of the Trump/Musk union might be https://t.co/RMqQxp3I5B pic.twitter.com/sIEVWkAhdz

— Bloomberg Podcasts (@podcasts) November 2, 2024

 

Trade disputes, tariffs, and Taiwan are three issues that have been at the heart of the strained relationship between the US and China.

And as the US election draws closer, the future of this complex relationship hangs in the balance, @EngleTV reports https://t.co/hOgnnaRwus pic.twitter.com/Q80zwUTcmN

— Bloomberg Asia (@BloombergAsia) November 4, 2024

 

Some investors hope a second Trump term would increase borrowing in a way which makes the dollar more attractive to investors without undermining the framework that underpins its global role. But this is a brave bet to make https://t.co/XFuqg8oGlH 👇

— The Economist (@TheEconomist) November 4, 2024

 

게다가 Donald Trump가 "'선거 결과'를 받아들이지 않겠다." '불복 소송'가능성에 '미국 대선' 결과가 '나올 때' 까지 증시 관망이 이어질 것이라는 분석이 나옵니다. '미국 대선' 결과와 중국 전국인민대표대회(전인대) '불확실성'에 이목이 쏠린 가운데 유럽 증시는 '혼조세'를 보였습니다.

 

▲★'금리'★, '주택'(주거비), '친환경'과 첨단전략산업 '제조업'(일자리)으로 사회적 격차와 '불평등'을 키웠는데 2025년이 더 문제인 '금리인하'와 '자산시장'이 달린 '미국 대선''에서 패배할 경우 "'선거 결과'를 받아들이지 않겠다."면서 '공급망', '무역'에 '영향'을 미칠 '관세'로 '무역전쟁'을 일으켜 '헤지펀드'들이 '엔-캐리' '트레이딩'을 청산하게 만들 강"달러"를 '더욱 확산'시킬 '부채' 재앙의 '인종차별'과 성차별이 일상인 공화당 성폭행범 '윤석열' '친구' '트럼프·머스크' '감옥' 운동 중입니다.▲

 

▲ 블로그에 '글 썼다'고 '형사기소'한 미·한 '증시 논란'의 박근혜 전 대통령, 최순실 씨 '국정농단' 수사 팀장 '전체주의'자 '김건희' "오빠" '연구대상' '윤석열'과 '국정농단' '저지른' '김건희'의 특권 폐지'와 '탄핵' 및 '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.