Donald Trump와 함께하는 영란은행 금리인하

Prime Minister Keir Starmer’s resolve to ease commercial frictions with nations from China to the US is about to be tested by a second presidential term for Donald Trump that could see the UK caught up in trade battles between global powers https://t.co/maogE3mAS6

— Bloomberg Economics (@economics) November 7, 2024

 

The EU is seeking to accelerate talks with the UK on a new defense and security pact, with the election of Trump raising concerns in Europe that it will need to boost aid to Ukraine amid the possibility of reduced American support https://t.co/XXd6QLGKZP via @AfPalasciano pic.twitter.com/KN0MiSihF2

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

Three COP29 attendees set out on an epic two-week journey to reach Baku from the UK without a long-haul flight https://t.co/0sn4q69Sfc

— Bloomberg UK (@BloombergUK) November 9, 2024

 

हमारा संकल्प है कि हम अकोला और महाराष्ट्र समेत देशभर के अन्नदाताओं को इतना सशक्त बनाएंगे कि वो भारत की प्रगति के नायक बनकर उभरें! pic.twitter.com/FCjSnXckYD

— Narendra Modi (@narendramodi) November 9, 2024

 

 

불난 집에 '기름' 붓는 시간입니다. 퍼싱스퀘어 '빌 애크먼'이 가세했고 테슬라(TSLA) '일론 머스크'가 '음모론'으로 인종차별을 저지른 "DEI must DIE"가 있습니다. "야, 쟤 인종차별을 저질렀다. 저 XX 순 '나쁜 XX'예요."라고 말하면 미국 시민권을 갖은 유색인종('히스패닉' 유권자 등)이 동의할까요?

 

With eyes fixed on the US presidential election, Britain's Labour government may get to enjoy some much-needed time out of the spotlight after the fallout from last week's budget. Get The Readout with @hariboconomics https://t.co/BMNOG8AgkN

— Bloomberg Economics (@economics) November 4, 2024

 

Supporters of Britain’s Conservative leader compare her non-nonsense tone and outsider credentials to Margaret Thatcher. Yet beyond some lip-service about lower taxes and deregulation, her lack of interest in economics is distinctly un-Thatcher-like https://t.co/6MmMiNdTWn 👇

— The Economist (@TheEconomist) November 4, 2024

 

Whichever side you are on ⁦@KemiBadenoch⁩ has certainly made the next few years more interesting. ⁦@Conservatives⁩ being Conservatives and ⁦@UKLabour⁩ being very Labour. Margaret Thatcher would get it…
Me for ⁦@Telegraph⁩👇🏽 https://t.co/5nHjKTRFpI

— Kamal Ahmed (@kamalahmednews) November 3, 2024

 

People smuggling criminal gangs undermine our national security.

Backed by our Border Security Command and alongside our international partners, the UK will be at the heart of efforts to end the scourge of this organised crime.

— Keir Starmer (@Keir_Starmer) November 7, 2024

 

Kemi Badenoch offers the UK Tories a shot at redemption https://t.co/XKUcNfHNBj via @opinion pic.twitter.com/KAVkOYjOHB

— Zoe Schneeweiss (@ZSchneeweiss) November 4, 2024

 

미국 대선을 석달 앞둔 지난 8월 '일론 머스크'가 정치 경력이 짧은 '영국' 키어 스타머 총리 임기 초에 뭐 했죠? 反이민·反이슬람 시위에 기름을 붓게 만든 사람이 죽은 '흉기 난동' 사건에 키어 스타머 총리를 겨냥해 '폭풍 트윗'을 날렸습니다. 이슈가 되라고 기사 거리를 던진 거죠. 키어 스타머 총리는 이탈리아 '조르자 멜로니' 총리를 만나 "불법 이민 차단"에 관해 논의했습니다.

 

Standard Chartered is partnering with the UK’s development finance institution to help increase trade between Africa and South and Southeast Asia https://t.co/g1foZojpyE

— Bloomberg UK (@BloombergUK) November 4, 2024

 

Standard Chartered is going to use Wise Plc’s payments platform to offer multi-currency money transfers in Asia and the Middle East https://t.co/r6vooQ3z6E

— Bloomberg UK (@BloombergUK) November 5, 2024

 

GoldenTree Asset agrees to buy a portfolio equivalent to about €800 million of UK consumer loans from Bank of Ireland Group, sources say https://t.co/nwjLyV0qKr

— Bloomberg Asia (@BloombergAsia) November 4, 2024

 

A 3rd of the UK inflation basket is in deflation, analysis finds https://t.co/T4WYaOmIY7 via @tomelleryrees pic.twitter.com/QcbSp79swr

— Zoe Schneeweiss (@ZSchneeweiss) November 5, 2024

 

✍️ 'The brutal attacks on Israeli football fans in Amsterdam should awaken the West to the ongoing threat of Jew hatred' | Writes @Claud_Mendozahttps://t.co/yzlPql9ipx

— The Telegraph (@Telegraph) November 9, 2024

 

이는 미국 내 유색인종 유권자들에 복수의 남미, 유럽 국가들 뿐만 아니라 진보 집권 국가조차 "★'이민법'★ 반대한다는데?"라는 인식을 심어줄 수 있습니다. 또한, 인종차별과 무슬림 혐오로 바이든 행정부가 이스라엘 네타냐후에 '전쟁' 지원을 중단하지 못하게 만들었죠.

 

The UK has a narrow pathway to achieve the government’s goal of a clean power grid by 2030, and it may not need as much offshore wind as promised to get there https://t.co/Opoq6NNiIf

— Bloomberg Green (@climate) November 5, 2024

 

Cubico Sustainable Investments plans to invest £200 million to build the largest onshore wind farm in England https://t.co/YHOIpXQzME

— Bloomberg UK (@BloombergUK) November 5, 2024

 

UK can meet 2030 clean power target with less wind than promised https://t.co/hefqtW5GCT via @MathisWilliam pic.twitter.com/2fDfW7ByiQ

— Zoe Schneeweiss (@ZSchneeweiss) November 5, 2024

 

The crypto industry made a $135 million bet on the election. It paid off spectacularly https://t.co/frTafBJUAh

— Bloomberg Crypto (@crypto) November 9, 2024

 

Kamala Harris 부통령에 TV토론에서 깨진 Donald Trump는 선거 쉽게 한 게, 구체적인 방법은 말을 하지 않았음에도 "나 때는 괜찮았다.(실물경제) 내가 집권하면 '전쟁' 없었다."를 반복하여 말해서 프레임을 씌우면서 시스템1을 공략했습니다. 그러고서 집권하면, 미 국채금리와 강"달러"로 백악관 복귀도 전에 '금리인상' 효과가 나타난 "관세"(Make America Great Again, America First)를 준비 중입니다.

 

Britain’s new chancellor has used her budget to raise both borrowing and taxes by historic amounts.

This is a big contrast with the steady-as-she-goes approach that Rachel Reeves took when Labour was in opposition https://t.co/o1gEnJBh8H 👇

— The Economist (@TheEconomist) November 1, 2024

 

New tenants in Britain are spending almost a third of their income on rent, and analysts warn there is little relief in sight as landlords exit the market in record numbers ahead of reforms planned by the new Labour government https://t.co/VoNu98npcX

— Bloomberg Economics (@economics) November 2, 2024

 

UK savers, landlords are only starting to feel Labour’s heat: @marcusashworth & @PensionmanUK https://t.co/XNEQFwjmfc via @opinion pic.twitter.com/q8SaLLJTiD

— Zoe Schneeweiss (@ZSchneeweiss) November 4, 2024

 

UK house prices climbed to a record high in October, Halifax says https://t.co/4DGZBnCMbZ via @irinaanghel12 pic.twitter.com/ybV6pyqDqG

— Zoe Schneeweiss (@ZSchneeweiss) November 7, 2024

 

'선거'가 뭐길래? 경합주 펜실베니아에서는 대선 쟁점이었던 총기 습격범(공화당원 20세 남성) 현장 사살이 있었고, 대선을 며칠 안 남은 시점에 우연히, 우연히, 우연스럽게도 우크라이나 재향 군인 출신이 총기 습격에 나섰다가 현장에서 체포됐습니다. 

 

The Bank of England chose to cut today. But with rates still relatively high, there is still plenty of room for manoeuvre to accommodate for global events. Get The Readout with @hariboconomics https://t.co/bJptwi73pJ

— Bloomberg Economics (@economics) November 7, 2024

 

Britain is now more isolated than it has been in the modern era, @adwooldridge writes https://t.co/eSq9C86Yl9

— Bloomberg Opinion (@opinion) November 7, 2024

 

The government will seek to persuade Donald Trump that harming the UK by hiking tariffs is not in his interest, Foreign Secretary David Lammy says https://t.co/oCHcOyufgR

— Bloomberg UK (@BloombergUK) November 8, 2024

 

Pound emerges as a haven from Trump tumult after years of UK woe https://t.co/uAyQicQE0W pic.twitter.com/um5Sfckzib

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

'영란은행'(BOE)이 지난 8월 25bp 인하한 데 이어 올 들어 두 번째로 7일 기준금리를 5%에서 4.75%로 낮췄습니다. 최근 영국의 인플레이션이 정책 목표인 2%를 밑돌면서 이번 금리 인하는 광범위하게 예견됐습니다. 하지만 물가 상승과 정부 지출 확대 등으로 올해 중 추가 금리인하는 어려울 수 있다는 '관측'이 나오고 있습니다.

 

'The key person was let go by the American authorities. Why?'

'The US government has a strong history of dishing dirt on Iran - whether it's true or not.'

Ex-UK Ambassador to Iran 'suspends judgement' on whether the assassination plot against Donald Trump was real.@BenKentish pic.twitter.com/yCwENkyUVj

— LBC (@LBC) November 9, 2024

 

Labour's tax hikes have knocked shares in companies like Halfords, Greggs, M&S and even some pub groups, as traders digest the full impact of Rachel Reeves' budget. Get the Readout with @hariboconomics https://t.co/49TY5wIRmq

— Bloomberg UK (@BloombergUK) November 8, 2024

 

UK budget and Trump win set to overshadow 2nd BOE rate cut https://t.co/23MUmdOZ8g via @tomelleryrees pic.twitter.com/1YAELpsLzo

— Zoe Schneeweiss (@ZSchneeweiss) November 7, 2024

 

이스라엘 네타냐후가 가자지구에서 '전쟁'을 벌이기 전, 무슨 일이 있었냐? 코로나 19 3년이 끝난 시점에 러시아의 우크라이나 침공 '전쟁'으로 실물경제(내수경기)가 악화가 돼 정권이 교체가 됐는데 그걸 '한국' 등에서 "극우열풍"이라고 보도했죠.

 

The UK’s competition watchdog has raised further concerns that British families are paying too much for infant formula, despite choosing not to escalate its probe earlier this year https://t.co/Oh6hCnfmmy

— Bloomberg UK (@BloombergUK) November 8, 2024

 

UK births to British-born parents tumble to the lowest on record https://t.co/TFesoZIlad via @LucyGJWhite pic.twitter.com/T5Iwp8AjMf

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

After the nerve-shredding tension of the UK budget last week, a minor political event in the US this week can surely only be anti-climactic, but for those who care, here's a rough guide to why you shouldn't worry (at least, not about your portfolio) https://t.co/ctBUjGwHIZ

— John Stepek (@John_Stepek) November 4, 2024

 

10월 영국 통계청(ONS)은 9월 CPI가 전년 동기 대비 1.7% 올랐다고 발표했습니다. 전달 2.2%에 비해 0.5%p나 급락한 것입니다. 인플레이션이 2%를 밑돈 것은 지난 2021년 4월 이후 3년 5개월 만에 처음이었지만, 영란은행은 이런 인플레이션 수준이 지속되지 '않을 것'으로 봤습니다.

 

Supermarkets in the UK are offering ‘wagyu’ steaks from British farmers for as little as £5. But how does the meat compare with the original delicacy from Japan? https://t.co/FOZwVHqHcz

— Bloomberg Economics (@economics) November 8, 2024

 

British energy trading firm Dare International sued two ex-traders alleging they “flagrantly” violated their employment terms to gain “more money as soon as possible” before joining the company’s main rival in Dubai https://t.co/zw1yEL6zXI

— Bloomberg UK (@BloombergUK) November 8, 2024

 

World food price index hits 18-month high on production concerns https://t.co/hnZbqgyKZ5 via @CeliaBergin pic.twitter.com/kaGKHTsN9d

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

Starmer picks Blair-era veteran Jonathan Powell as UK security adviser https://t.co/15HjzwSumA via @LucyGJWhite pic.twitter.com/h5O7QEYnDe

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

영란은행은 "물가상승률이 올해 말까지 2.5% 상승하고 내년 말에는 2.7%까지 치솟을 '전망'"이라면서 "이 수치는 향후 2년 안에 2.2%로 떨어지고 '2026년' 말에야 1.8% 수준까지 내려갈 것"이라고 말하였습니다.

 

Hiring at UK businesses fell in October at the steepest pace since March ahead of Labour’s budget, according to a survey closely watched by the Bank of England https://t.co/9iKRWrV1iN

— Bloomberg Markets (@markets) November 8, 2024

 

The increase in UK borrowing costs since last week’s budget has wiped out all of Chancellor Rachel Reeves’ headroom against her main fiscal rule https://t.co/kIvPIKLBzQ

— Bloomberg Economics (@economics) November 5, 2024

 

Ten days after delivering her first UK budget, Chancellor of the Exchequer Rachel Reeves is already at risk of breaking Labour’s manifesto pledge to hold just one fiscal event a year. https://t.co/STXZ5fImtr

— Bloomberg UK (@BloombergUK) November 9, 2024

 

영국 정부가 세금과 지출, 차입 규모를 대폭 늘리는 정책을 추진하는 것도 인플레이션과 금리 인하에 걸림돌로 작용할 수 있다는 분석도 나오는데요. 영국 일간 '파이낸셜타임스'는 "레이철 리브스 재무장관이 최근 발표한 예산안이 실행되면 영국 GDP는 0.75% 더 늘어날 것"이라며 "이는 금리를 빨리 내리지 못하게 하는 요인이 될 것"이라고 말하였습니다.

 

▲'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 미국과 '한국'에서 '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.