"관세"와 "달러"에 연준 2025년 다시 인상으로 복귀 목소리

Trump returns to the White House with a broad mandate to execute his agenda. https://t.co/BFJASv7LLM

— Bloomberg (@business) November 6, 2024

 

Elon Musk's influence on the Trump administration is expected to be significant at a time when the world's richest man already holds considerable power pic.twitter.com/qKqixyiMEv

— Reuters (@Reuters) November 6, 2024

 

Traders put on the Trump trade, says @johnauthers, thought better of it, and then dove back once the results started to come in https://t.co/nUOXE3Hnf5

— Bloomberg Crypto (@crypto) November 6, 2024

 

Crypto advocates took a victory lap on Wednesday as the vast amounts of money they poured into the US elections yielded huge dividends https://t.co/LMageShjKF

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

Donald Trump가 미국 대통령 당선을 확정 지었습니다. 이번 선거에선 공화당의 상·하원 '스윕'까지 나타났습니다. 주요 원인으로는 코로나 19와 2개의 전쟁 동안 사회적 격차와 '불평등'이 커진 쇠락한 공업지역의 '러스트 벨트'의 노동자가 공화당을 선택했다는 분석이 나옵니다.

 

The Nasdaq 100 Index climbed to its first record since July in the wake of the US presidential election, which added to the year’s powerful bull market in megacap tech stocks. https://t.co/Fpfz9C7pIn

— Bloomberg Markets (@markets) November 6, 2024

 

Arm, the chip designer that went public last year, gave a disappointing sales forecast, signaling a still-recovering smartphone market may overshadow growth from AI https://t.co/NkNN3MgWM8

— Bloomberg Technology (@technology) November 6, 2024

 

Shares in wind energy firms plunged on Wednesday as a presidential victory for Donald Trump would mean that the US will likely prioritize fossil fuels over renewables https://t.co/4cSgeEacZ0

— Bloomberg Markets (@markets) November 6, 2024

 

Shares of a Chinese company that sounds like “Trump wins big” to Mandarin speakers jumped as Donald Trump widened his lead in the US presidential vote, while a stock that sounds like Kamala Harris declined https://t.co/z5qIVvlBxS

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

Results suggest that Donald Trump has made substantial inroads with Hispanic voters. This is helping to push the former president over the line in battleground states https://t.co/oDpRHb5ejn 👇

— The Economist (@TheEconomist) November 6, 2024

 

오늘 딸이 회사에 찾아왔다 pic.twitter.com/ekelwUrGN1

— 썰카이브 (@ssulchive) November 6, 2024

 

NYT 칼럼니스트 브렛 스티븐스는 "진보 진영의 '잘난 척'"(選民思想, '배타적' 우월주의)에 대한 반감이 Trump에게 승리를 줄 수 있다는 '칼럼'을 쓴 바가 있습니다. 지난 정부에서 소위 M7 종목이라 불리 '친환경'과 '첨단전략산업' 관련 고소득 직종에 취업한 여성이 아니꼬와 보였던 것이고, 이민자들도 유입됐는데 여기다 대고 "야, 니들이 노오오력을 안 해서 그렇지 않냐?"

 

MercadoLibre’s aggressive push into credit across Latin America eroded profit in the third quarter https://t.co/re8OBAq6cA

— Bloomberg Technology (@technology) November 6, 2024

 

Take-Two has sold its video-game label Private Division, maker of the hit 2019 role-playing game 'The Outer Worlds' https://t.co/hu3AUD2NuD

— Bloomberg Technology (@technology) November 6, 2024

 

Across the key states that decided the election, emotions played out at Democratic watch parties as it became clear that Donald Trump was marching toward victory https://t.co/5QFIxI1Xds

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

Firefighters battled strong winds and dangerous weather conditions in Southern California on Wednesday in an attempt to control two wildfires in the region. https://t.co/1z40VGwEAJ pic.twitter.com/NySBAY9jtR

— The New York Times (@nytimes) November 6, 2024

 

'사람의 마음'이 그렇습니다. 합당하고 정당한 대우를 받는 것이겠지만, 더 쉽게 더 돈을 잘만 버는 것 같았고, 자신들의 밥그릇을 이들이 빼앗아가는 것 같이 여겨졌습니다. 게다가 전통적 '지지세력'에 친노동자, 친노조, 친서민의 정당인 것 같았던 민주당도 더는 이들의 편인 것 같지 않았습니다.

 

When he takes office in January, JD Vance will become one of the youngest vice presidents in U.S. history.

On Inauguration Day, Vance will be 40 years, 5 months and 18 days old. That will make him the third-youngest vice president, behind John C. Breckinridge, who was 36 in… pic.twitter.com/Bafo7KwvGo

— PBS News (@NewsHour) November 6, 2024

 

As the youthful vice president to the oldest president-elect ever, JD Vance will be well positioned to lead the party and Donald Trump’s MAGA movement after Trump leaves the political stage. https://t.co/zIOLwMYbUr

— The Washington Post (@washingtonpost) November 6, 2024

 

'힐빌리의 노래'로 널리 알려진 내러티브가 완벽 J.D 밴스 부통령도 문제죠. 미국 유권자들은 응원하는 야구팀보다 지지정당 ★'대물림'★이 강하기 때문입니다. 그러니까, "우리는 '정책'에서 정말 잘하고 있는데 잘 몰라준다."면서 "현실과 동떨어진 생각을 갖고 있었다."는 것으로 풀이됩니다.

 

America’s allies have no idea what’s coming from a second Trump administration.

They’re fearing the worst, says @andreaskluth 🎥 pic.twitter.com/OfxY4sHcWu

— Bloomberg Opinion (@opinion) November 6, 2024

 

"Every country gets the government it deserves, it has been said, and America now gets a second administration led by Donald Trump. But the rest of the world did not vote in the US election. Does it deserve what comes next?" - @andreaskluth https://t.co/Bk1XAAYVuw

— Tim O'Brien (@TimOBrien) November 6, 2024

 

World leaders offered congratulations to Donald Trump after news media projections showed he secured a decisive victory in the 2024 U.S. presidential election.https://t.co/LVF4RWhL5L#VOAElections2024 pic.twitter.com/uEQR40YEIy

— Voice of America (@VOANews) November 6, 2024

 

Donald Trump’s return to the White House looks certain to send shock waves through global energy markets, writes @oil_gs01 https://t.co/IObY3ApVOs

— Bloomberg Markets (@markets) November 6, 2024

 

Donald Trump의 백악관 복귀로 우려되고 있는 건 크게 2가지로 첫째, "달러"-환율과 둘째, 안보(방위비 분담금)이 '지적'되고 있는데요." 한 달 내 10년물 국채금리가 '4.7%'까지 치솟을 것"이라는 진단이 나온 30년물 국채금리가 한때 '4.678%'를 찍어 코로나 19 이후 최대로 상승했고 ★"달러"화가 '초강세'★를 보였습니다.

 

Overhauling federal permitting and continuing to support the traditional fossil fuel industry will remain top priorities next year for the GOP-led Senate and President-elect Donald Trump.https://t.co/DGMOIBbVWW

— Bloomberg Law: Environment (@environment) November 6, 2024

 

Gary Wang, a computer programmer who helped build the FTX crypto empire, asked a federal judge to spare him from prison because of his role as a key witness at the fraud trial against Sam Bankman-Fried https://t.co/X7EraVvMjY

— Bloomberg Crypto (@crypto) November 6, 2024

 

South Korea’s won dropped to its lowest in two years, selling off alongside other Asian currencies after Donald Trump won the US presidential vote https://t.co/OUifAyj4pg

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

The euro has been viewed as a particular victim of Donald Trump's triumph, given the threat to the Eurozone economy from tariffs. The euro is down 1.9% against the dollar to $1.072, the worst performer of the G10 currencies today https://t.co/fljdIQS4Md pic.twitter.com/bSbnjdMzz8

— Financial Times (@FT) November 6, 2024

 

World leaders congratulated Donald Trump as he declared victory in the US presidential election https://t.co/kimi5yNzn3

— Bloomberg UK (@BloombergUK) November 6, 2024

 

On Elon, Inc., we discuss what the Tesla CEO can expect in exchange for his money and support, and what we can expect as a result https://t.co/SCFP9kdlpU

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

"달러"-원 환율은 '1,404.40원'대를 터치했고 당장 '1,420원' 전망이 나옵니다. 트럼프 1기 시절 '환율 급등'은 "달러"로 결재해야 하는 원자재 가격 → 산업과 → 내수경기(자영업, 소상공인)를 더욱 어렵게 만들 것입니다. 한국 증권가에선 "GDP 성장률이 '1%'도 어렵다."면서 "최대 '-0.4%' 역성장이 날 것이다."는 진단이 나옵니다.

 

Investors bracing for President Trump 2.0 know two things: The new administration will seek to ram through his “Make America Great Again” agenda, and the ensuing bill could be sky-high. https://t.co/uLXOHmcYfN

— Bloomberg UK (@BloombergUK) November 6, 2024

 

Bank stocks soar as Trump victory expected to lead to looser regulatory backdrop https://t.co/ySA2qNCHv9

— MarketWatch (@MarketWatch) November 6, 2024

 

CRH, the US-Irish building materials group, is considering reviving a sale of its Philippines cement business https://t.co/8tx1k1yxmj

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

GFL Environmental has received interest from several buyers for its environmental services business and expects to sign a deal before the end of the year https://t.co/Vlp9U8bXQT

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

Kamala Harris concedes the election but not the fight https://t.co/ksCjVUYz7i

— POLITICO (@politico) November 6, 2024

 

With Donald Trump set to return to the White House, the world is bracing for what may become the most consequential wave of tariff hikes since at least the 1930s https://t.co/VVPzoTJbet

— Bloomberg Economics (@economics) November 6, 2024

 

US mortgage rates continued to climb, putting a further damper on refinancing and homebuying activity https://t.co/uxjue6EwQd

— Bloomberg Markets (@markets) November 6, 2024

 

The Telegram: our new guide to a dangerous world https://t.co/OJWiy8G1QU

— The Economist (@TheEconomist) November 6, 2024

 

What America saw today was the Kamala Harris I know and deeply admire.

She’s been a tremendous partner and public servant full of integrity, courage, and character.

Under extraordinary circumstances, she stepped up and led a historic campaign that embodied what’s possible when…

— President Biden (@POTUS) November 6, 2024

 

 

한국 증권가에선 바이든 행정부의 리쇼어링에 반대했던 '윤석열'의 고삐가 풀린 한국 기업들은 강"달러"에 따른 원자재 '부담'과 "관세"를 피하고자 제조업체들의 미국 내 공장 건설이 이어질 것이라는 전망이 나오고 있습니다. 섹터부지 인근 '건설업체' 저점매수를 해두면 차익실현을 볼 수 있다는 분석이 나옵니다.

 

Russia’s upper house of parliament ratified a mutual-defense pact with North Korea, amid US and European alarm over Pyongyang’s support for President Vladimir Putin’s war on Ukraine https://t.co/t75Wn4XXrC

— Bloomberg (@business) November 6, 2024

 

When Donald Trump first started a trade war with China in 2018, Beijing found itself on the back foot and unsure of how to respond. This time President Xi Jinping is better prepared for a fight https://t.co/1OwIpJlPeL

— Bloomberg Markets (@markets) November 6, 2024

 

The US and China fought a trade war during Donald Trump's first term. Now Beijing is preparing to battle it out again https://t.co/6fpN14tcmH

— Bloomberg Economics (@economics) November 6, 2024

 

Donald Trump is returning to the White House, and the US economy is in for a wild ride. https://t.co/JAQWrEEI0G

— Bloomberg Markets (@markets) November 6, 2024

 

일본 노무라증권의 분석에 따르면 Trump 행정부가 "관세와 세금 정책을 우선하게 될 것"이라며 인플레이션을 높일 것이라고 '진단'했습니다. 금융시장은 재정적자와 부채가 문제로 지적되는 연방준비제도(Fed·연준)의 대차대조표 '축소 전략'에 대해 더 명확한 시각을 갖게 되었습니다.

 

Trump wants a “say” on interest rates. What else could he do? https://t.co/vdLfMxghWI

— Bloomberg Economics (@economics) November 6, 2024

 

Trump’s victory in Tuesday’s presidential contest injects deep uncertainties into the US economic outlook that could alter the Fed’s policy calculus in the months ahead https://t.co/3aIdQgNEWv

— Bloomberg (@business) November 6, 2024

 

Special counsel Jack Smith is evaluating how to wind down the two federal cases against Donald Trump before he takes office in light of longstanding Justice Department protocol that says sitting presidents cannot be prosecuted.
https://t.co/A0wZaIUSPY

— The Associated Press (@AP) November 6, 2024

 

중국이 '상호존중'을 경고한 '무역전쟁' 재개, 보편적 관세와 반이민 정책, 감세 등 재정 확장적인 정책을 추진할 것으로 예상돼 연준의 금리 인하 속도에 제동이 '걸릴 것'이라는 '예상'이 나오고 있습니다. 그 Donald Trump가 당선 된 이유는 딱 하나, "물가"와 "먹고사니즘"(실물경제)였죠.

 

The path for deregulation looks complicated, according to 22V Research senior managing director Kim Wallace: "It's going to be quarters, if not years." pic.twitter.com/4Jz7GYzJXE

— Yahoo Finance (@YahooFinance) November 6, 2024

 

Central banks globally should anticipate extra challenges as Donald Trump returns to the White House, Reserve Bank of New Zealand officials said. https://t.co/YfhPQ7voHg

— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

Large US tariffs on China may have an “adverse effect” on Australia, a senior Reserve Bank official said https://t.co/iLQEZURayN

— Bloomberg Economics (@economics) November 6, 2024

 

今日必读
🗽美国众议院选举异常激烈
📈特朗普2.0重燃通胀押注
⚔中国为新关税战做好准备

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— Bloomberg Asia (@BloombergAsia) November 6, 2024

 

만약, Trump가 공약을 이행하지 않거나 못하면 바이든 행정부에 분노했던 Trump 지지층이 돌아설 것이고, 또 '윤석열' 친구가 '될 것'입니다. 그런데, NVIDIA와 TSMC가 있는 대만에 "하나의 중국" '입장'이 확고부동한 중국은 논외로 치더라도 러시아, 북한(북유럽)의 '우크라이나'와 反美 중동 진영이 "우리 Donald Trump님 하고 싶은데로 하세요." 뭐 이럴까요? "전쟁"은 어쩔 거?

 

▲'금리', '주택'(주거비), '친환경'과 '첨단전략산업' '제조업'에 사회적 격차와 '불평등'을 키울 2025년이 더 문제인 '금리인하'와 '자산시장'이 달린 '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 '윤석열' '친구' '트럼프·머스크' '탄핵' 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.