역시 트럼프, 기대 인플레 급등에 고민 커진 소매업계

Former Pres. Trump joked during a rally in Lititz, Pennsylvania, that he wouldn't mind if reporters got shot if there were to be another attempt on his life. https://t.co/vptqUIYlFm pic.twitter.com/tfRfYUVbiB

— ABC News (@ABC) November 3, 2024

 

At his final campaign event in Arizona, Donald Trump insulted Liz Cheney, one of his most outspoken Republican critics, and used menacing imagery to suggest she should be sent into the line of fire. https://t.co/mkIeQidRJ8

— The New York Times (@nytimes) November 1, 2024

 

Trump says he doesn’t mind reporters being shot and regrets leaving the White House after his 2020 loss. https://t.co/eDz9BH7TCu

— FORTUNE (@FortuneMagazine) November 4, 2024

 

Under Biden, the entire US government has taken up the fight against climate change.

What is at risk if Donald Trump wins back the White House? https://t.co/waW095IMBF

— Bloomberg Green (@climate) November 5, 2024

 

11일(현지시간)부터 아제르바이잔 '바쿠'에서는 제29차 유엔기후변화협약 당사국 총회('COP29')가 열릴 예정입니다. 수십 국의 여러 기후 전문가가 모여 탄소 배출량 감소를 위한 새로운 방안을 논의하게 됩니다. 그러나 Donald 'Trump'는 백악관에 복귀한 이후 1기 행정부 때처럼 미국을 국제 기후변화 협정에서 '탈퇴'시킬 것으로 예상됩니다. 그리고 이렇게 되면 미국의 배출량이 급격히 늘어날 수도 있습니다.

 

Singapore Prime Minister Lawrence Wong expressed concern about increased trade friction as the world braces for Donald Trump’s return to the US presidency https://t.co/GtMaV67g6i

— Bloomberg Economics (@economics) November 9, 2024

 

Trump tariffs could “create uncertainty” and “impact global growth,” says Temasek CIO Rohit Sipahimalani.

Read more from his interview https://t.co/wXikhD62JB pic.twitter.com/9B8I8gVFIc

— Bloomberg Markets (@markets) October 29, 2024

 

Trump's US election victory was music to the ears of some attendees at Singapore's FinTech Festival. But others feared the economic cost of his win.

Read more in this week's free Singapore Edition newsletter. https://t.co/jtaotdoQvR

— Bloomberg Crypto (@crypto) November 9, 2024

 

 

"아, 그렇구나?" 별 생각이 안 드나? 당장 2026년부터 EU에 '탄소국경세' 맞죠. '한국' 증권가에선 'Trump' 수혜 종목이 미국 자동차 업계라고 말합니다. 왜 일까요? 'Trump'에 기부금을 냈고 지지했던 자동차혁신연합('AAI')과 전기차 산업은 '테슬라'(TSLA) 빼고 망할 것이라 포드, GM 등 전통 자동차 산업 노동자를 지지층으로 끌어 안아야 하기 때문입니다.

 

Don't expect Trump trades to perform as well as in 2016, says @johnauthers. Market conditions aren't the same — and the surprise factor is gone https://t.co/6lpYeV9R0S

— Bloomberg Asia (@BloombergAsia) October 29, 2024

 

'I LOVE THE FARMERS!' Trump Fumes After Shock Iowa Poll Shows Him Trailing Harris, Dismisses Poll as 'Heavily Skewed' https://t.co/eheMuN7PKF

— Mediaite (@Mediaite) November 4, 2024

 

It's not just Trump. Europe fears China, too: @LionelRALaurent https://t.co/RLk80MxGOG via @opinion pic.twitter.com/SUV2e2okG5

— Zoe Schneeweiss (@ZSchneeweiss) November 5, 2024

 

 

실적(주가) 나올까요? 전통 자동차 산업은 유럽 자동차 제조업체들과 중국 '지리 자동차' 및 하이브리드 차량에 갈리고 전기차는 차 팔 생각도 없고 차 팔리지도 않고 있는 '테슬라'(TSLA)가 중국 전기차 제조업체들에 갈려 나갈 것입니다. 왜? 식량 가격은 오르고 있는데 무역 분쟁으로 '인플레이션'을 불싸지를 "관세"가 공약이죠.

 

#Trump rally #MadisonSquareGarden, #NYC: A full house and 70K more standing outside in support 🇺🇸 https://t.co/wPU5f73wxo pic.twitter.com/wP1tD4WM1x

— Economic Times (@EconomicTimes) October 28, 2024

 

A second Donald Trump presidential term would likely bring extreme protectionism, a large negative population shock and a surge of debt issuance, a top Canadian economist warned https://t.co/cZzC8QLuZQ

— Bloomberg Economics (@economics) October 28, 2024

 

President-elect Donald Trump’s 2020 election subversion case was paused by a US judge, after federal prosecutors said they were grappling with the 'unprecedented circumstance' of his impending return to the White House https://t.co/vic3SZKbo7 pic.twitter.com/PJGyyl8axI

— Reuters (@Reuters) November 9, 2024

 

South Korean President Yoon Suk Yeol spoke with Donald Trump and congratulated him on winning the US presidency on the ‘Make America Great Again’ slogan as officials in Seoul worked to prepare for ‘significant’ economic changes https://t.co/D6th8DAUcQ

— Reuters (@Reuters) November 7, 2024

 

https://t.co/yv7jEVEyL4 pic.twitter.com/JIKr4nSWrY

— Mohani (@Mohaniiiiii) November 9, 2024

 

Trump rules out top jobs for Nikki Haley and Mike Pompeo https://t.co/0hUzK9LMoI

— BBC News (World) (@BBCWorld) November 10, 2024

 

이거 철회 못하는 이유는 Make America Great Again 프레임이 이민법까지 걸려있던 America First라 'Trump' 지지했던 유색인종(히스패닉 등)과 '가족'을 먹여 살리던 노동자 지지층이 분노를 하며 이탈을 할 것이기 때문입니다. '인플레이션'이라면 감이 안 오나? 확 오게 만들면, '금리인상'입니다.

 

Indonesian President Prabowo Subianto is set to meet his Chinese counterpart Xi Jinping before heading to the US for a possible meeting with President-elect Donald Trump https://t.co/wyfpfjwqTF

— Bloomberg Asia (@BloombergAsia) November 8, 2024

 

Phir ek baar #Trump sarkar as #Donald makes history, says 'God saved my life for a reason'

🇺🇸 #USElectionResults2024 Live Updates ➠ https://t.co/hUVAy8Cwyw 🗳️ pic.twitter.com/ds8QY7gwjC

— Economic Times (@EconomicTimes) November 6, 2024

 

How did the home of the brave become the denizen of so many cowards? @fdwilkinson asks why so many of the nation's leaders remain silent on the threat Donald Trump represents https://t.co/kHtWOvWAq7

— Bloomberg Opinion (@opinion) October 31, 2024

 

Why Trump’s supporters should also be wary if he returns to power.

Read: https://t.co/hAv98axzy1

— New York Times Opinion (@nytopinion) November 5, 2024

 

 

왜? 미국 GDP 70% 뭐가 차지하죠? 소비가 차지합니다. 고율 "관세"를 피하기 위해 제조업체들이 미국 내에 공장을 짓는다는 걸 리쇼어링이라고 말하는데, 이거 문제가 한 두개가 아니죠. 무슨 공장 짓겠다는 건가? '반도체'? '전기차·배터리'? 100번 양보해서 가면 뭐하죠? 광물은 땅 파면 나오나? 강"달러"에 팔리나? '미친늠들'이 뭘 어쩌겠다는 건지 '의문'입니다.

 

Amazon, Microsoft, and Google are increasingly eyeing nuclear reactors, which provide steady "baseload" power, as their carbon emissions climb due to AI tools (@justcalmajourno / The Verge)https://t.co/SBBVkabZ2p

📫 Subscribe: https://t.co/OyWeKSRpIMhttps://t.co/qbSSRc4fig

— Techmeme (@Techmeme) October 6, 2024

 

Sony Group’s profit rose, thanks to strong music and image sensor sales as well as continued momentum for PlayStation games https://t.co/vO53AjTuFQ

— Bloomberg Technology (@technology) November 8, 2024

 

Alibaba, Tencent and https://t.co/RXBB97FM2J Inc. will post earnings soon after China is expected to sign off on what could be its biggest fiscal package to spur growth since the pandemic https://t.co/XFkTSfcvss

— Bloomberg Technology (@technology) November 8, 2024

 

On LinkedIn Lunatics, 670,000 members lament the rise of ‘insufferable’ content on the Microsoft-owned professional networking site. https://t.co/rs3rb0OmHY

— Bloomberg (@business) October 20, 2024

 

심리학, 증시 용어 중에 "평균 회귀"라는 말이 있죠. Donald 'Trump'가 당선될 수 있었던 이유들 중에는 후보 교체 후 상승세를 이어가지 못하고 이길 수 있던 선거에 고집을 부린 민주당도 문제고, 경합주 펜실베니아 전당대회에서 극적인 연출을 한 것으로 보이는 'Trump' 캠프를 '극찬'을 하고 싶을 만큼 잘 한 것도 있는데요.

 

The cost of Microsoft’s goggles for the US Army should “be substantially less than” than the projected $80,000 per set if they’re to generate large orders in the future, the service said. https://t.co/WXJw5UWjgN

— Bloomberg (@business) October 20, 2024

 

명품백은 무혐의, 특검은 거부…'무소불위 김건희 왕국' https://t.co/5wd2aRFEDT

— 시민언론 민들레 (@mindlenews1) October 2, 2024

 

서울 도심에 모인 ‘윤석열 퇴진’ 요구, 노동자 시민 20만명 모였다@newsvop https://t.co/LkVlfkiCuy

— 민중의소리 (@newsvop) November 9, 2024

 

Donald Trump's reelection has stirred interest in the 4B movement, an online campaign that started in South Korea to protest the perceived oppression of women by men. Here's what to know https://t.co/oXirdqZwPf

— Bloomberg Equality (@BBGEquality) November 9, 2024

 

The best way to determine the outcome of an election is to take a look at how the swing states are performing economically.

So, we dove into the data 📊🎥 pic.twitter.com/KAICsupvrX

— Bloomberg Opinion (@opinion) October 3, 2024

 

더불어민주당 대표 이재명 씨가 "'도덕적'으로 문제가 있었다."는 거 모르는 국민들이 있을까요? 경제에 경짜도 모르는 'Trump'가 이따 만큼 '나쁜새끼'라는 건 모두가 알고 있죠. '배타적' 페미니즘, 네거티브에 치우침, 독자적 경제노선을 제시하지 못한 게 패인으로 꼽힙니다. '코로나 19'에 벌어진 '사회적 격차'에 사법부, 양대 포탈과 언론장악에도 당선 됐던 '윤럼프'(Yoon Trump)처럼 운이 드럽게 좋았다고 볼 수 있습니다.

 

How Trump could put his campaign promises on tariffs into action https://t.co/6q4B1gdszI

— Bloomberg Economics (@economics) November 8, 2024

 

VIDEO: @Zachary_Cohen explains what the Senate Majority Leader does and how they get their job. pic.twitter.com/ALsUe6x8w3

— Bloomberg Government (@BGOV) October 10, 2024

 

✍️ 'It’s time for a grey-haired workforce to show demanding twentysomethings how it’s done' | Writes @Lucymburton

Read more ⬇️https://t.co/bX9YMFeidY pic.twitter.com/7w1ObkilN5

— Telegraph Business (@TeleBusiness) October 14, 2024

 

CEOs, bankers, investors and even Trump advisers have largely shrugged off warnings about the damage a 10%-to-20% universal tariff and even higher import duties on China would do, or the resurgence in US inflation they might bring https://t.co/qZJiGhLwAF

— Bloomberg Economics (@economics) November 9, 2024

 

Cases are rising around the world. Waiting lists for a diagnosis can be up to a decade long.

Is it time to re-think ADHD? Find out on our “Babbage” podcast https://t.co/qNdcb3B8Lp 🎧

— The Economist (@TheEconomist) November 8, 2024

 

"평균 회귀"의 오류를 줄이는 심플한 방법이 뭐가 있을까요? 'FOMO'를 소비하는 미국 Z세대들 사이 잇몸 담배 진(Zyn)이 '틱톡'에 퍼지면서 품귀 현상이 나타난 적이 있습니다. 맨날 반복하고 뇌 집중력이 한계가 있기 때문에 78세의 고령이라 '인지 능력'을 유지하는데 '커피'와 담배(니코틴)가 '도움'이 될 수도 있습니다.

 

A profile of Chen Yixin, a Xi Jinping protégé who heads the Chinese intelligence agency accused of likely steering the Salt Typhoon cyberattacks on the US (@bychunhan / Wall Street Journal)https://t.co/H5Y53m3JVe

📫 Subscribe: https://t.co/OyWeKSRpIMhttps://t.co/3pVIJiPVAX

— Techmeme (@Techmeme) November 10, 2024

 

Elon Musk And Nine Other Billionaires Whose Fortunes Surged Since The Election https://t.co/1a5kcnoyOU https://t.co/1a5kcnoyOU

— Forbes (@Forbes) November 9, 2024

 

Shares in clean energy companies plunged after a US election victory for Donald Trump, who has long criticized climate policies as the “green new scam” and has said he plans an array of tariffs that impact the industry.https://t.co/uBNeGhu7QG

— Bloomberg Law: Environment (@environment) November 9, 2024

 

Here are Bloomberg Economics' big takeaways for emerging markets from the past month https://t.co/uI51zZm9hy

— Bloomberg Economics (@economics) November 9, 2024

 

 

매크로 관점에서 '코로나 19'를 요약하면 뭐죠? 고물가·저금리입니다. '전쟁'을 요약하면 뭐죠? 고물가·고금리(Higher For Longer)입니다. '코로나 19' 때 증시를 부양한 게 제로금리였죠. '전쟁' 때도 증시를 부양한 게 제로금리였습니다. "어? 연방준비제도(Fed·연준) 금리가 4.5~4.7% 아님?"

 

Germany's looming snap election throws a wrench into the country's energy goals https://t.co/OKHzIQ0ZZF

— Bloomberg Green (@climate) November 7, 2024

 

Debt, arms and nuclear power are key to Germany’s renaissance: @chrismbryant https://t.co/uuA5v3dcOl via @opinion pic.twitter.com/1zauapsbXf

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

Following the collapse of Germany’s coalition government this week, Economy Minister Robert Habeck announced his return to X, saying social media platforms like Elon Musk’s shouldn’t be the domain of “loudmouths and populists” https://t.co/QENhQ5P1ai

— Bloomberg Economics (@economics) November 8, 2024

 

'코로나 19' 유동성 회수 시점에 터진 '전쟁'으로 인한 Fed의 공격적인 금리인상에 엔-"달러" 환율차가 발생했고, 이는 제로금리를 대체했던 '엔-캐리' 트레이딩으로 전 세계 증시를 부양해 왔던 일본 거시경제(macro)에 '전쟁' 도움이 됐죠. 일본이 'Trump' 행보에 맞췄던 이유가 설명이 될 것입니다.

 

Scholz has made Germany a target for the scorn of Musk and Trump https://t.co/X9hOWlWLW3 via @ArneDelfs pic.twitter.com/iPWi5jkO9r

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

Germany's main opposition leader Friedrich Merz criticized Chancellor Olaf Scholz as ‘irresponsible’ for delaying early elections, as an opinion poll also showed voters in favor of an early vote to pull the country out of political crisis https://t.co/oLjjSQiyD8

— Reuters (@Reuters) November 8, 2024

 

Germany’s Vice Chancellor Habeck adds to pressure for speedy election https://t.co/OA33vHvp7q via @KowalczeKamil pic.twitter.com/SshF7wZ6px

— Zoe Schneeweiss (@ZSchneeweiss) November 9, 2024

 

 (1) 저 '나쁜새끼' 운 드럽게 좋네. (2) "아니다, 우리 Donald 'Trump'님께서 잘났다." '코로나 19' 3년간 사회적 격차와 불평등이 '전쟁' 3년간 더 벌어졌는데 'Trump' 4년에 도합 10년 동안 더 벌어질 것입니다. 그래서 '한국'에선 "트럼프 + 윤" 조합이라는 우려의 목소리가 나옵니다.

 

German opposition leader Friedrich Merz accused Chancellor Olaf Scholz of seeking to delay an early election until March purely for party political advantage and reiterated his demand for a January vote https://t.co/mCPVpWkopb

— Bloomberg Economics (@economics) November 8, 2024

 

German opposition leader says Scholz confidence vote delay is ‘irresponsible’ https://t.co/poGXuDWpEM via @iaindrogers pic.twitter.com/nUUPgVs2h5

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

Goldman Sachs names two German nationals as partners, the most in more than a decade, as the Wall Street bank looks to capture more business in the country https://t.co/wPOSYmqJdN

— Bloomberg Asia (@BloombergAsia) November 8, 2024

 

Olaf Scholz kept rolling over for German Finance Minister Christian Lindner. Then he cracked https://t.co/7ANgFfzk2T via @mcnienaber @KowalczeKamil @ArneDelfs pic.twitter.com/VzNwxeQOj7

— Zoe Schneeweiss (@ZSchneeweiss) November 8, 2024

 

German Chancellor Olaf Scholz signaled he’s open to discussing the timing of an early election if opposition lawmakers back legislation he wants to pass before his term ends https://t.co/AlUyAv7RZO pic.twitter.com/1dvKzUenwT

— Bloomberg TV (@BloombergTV) November 8, 2024

 

German car parts supplier Standard Profil Automotive GmbH hired advisers as it prepares to refinance its debt amid a broader automotive industry crisis https://t.co/sAzTXfwqGe

— Bloomberg (@business) November 9, 2024

 

 

'한국'의 '월드스타' 김건희 "오빠" 뭐 하고 있냐? 국군의날 '시가행진' 당시 "핵무기에 버금간다."라고 자랑을 하자 북한 김정은 국무위원장 겸 노동당 총비서가 핵보유국 앞에서 "정신이 온전치 못하다."고 '말하였던' 지대공 미사일 '천궁 -Ⅱ'(6일) 발사에 이어 '현무-Ⅱ' 실사격 훈련을 '실시'했습니다.

 

Donald Trump's presidential win is going to be certified in Congress in January by the candidate he beat, Vice President Kamala Harris https://t.co/D7M6sp35FM

— Bloomberg Asia (@BloombergAsia) November 7, 2024

 

"Convexity Maven"'s Harley Bassman on Trump’s win, the looming Fed decision, and the bond market https://t.co/jS7B2CtNyW

— Bloomberg Asia (@BloombergAsia) November 7, 2024

 

Citron Research returned to a familiar theme — that prisons are a bullish bet — in its first report since its founder Andrew Left was charged with securities fraud in July https://t.co/Y6x6mKTWm5

— Bloomberg Asia (@BloombergAsia) September 30, 2024

 

Jack Smith’s best option now is likely a public report, per special counsel regs, to record for history Trump’s conduct to defraud 2020 election and steal government secrets. Write like the wind, Mr. Smith. pic.twitter.com/L8EEux08CG

— Barb McQuade (@BarbMcQuade) November 9, 2024

 

Donald Trump’s return to the White House may reignite a trade war that could devastate China.

Is Beijing better prepared for whatever the next Trump term throws at it? @RChoongWilkins explains https://t.co/8P6dA9IDD9 pic.twitter.com/Ez0NJTw5cr

— Bloomberg Technology (@technology) November 8, 2024

 

 

Donald 'Trump'가 내년 1월 20일 공식적으로 백악관 '복귀'를 앞두고 '영란은행'(BOE)이 금리인하를 단행한 가운데, '역시 트럼프'가 미국 국채시장에 반영된 기대 인플레이션이 급등을 했습니다. 'Trump'의 세금 감면 및 관세 부과, 이민 제한 등의 정책은 인플레이션을 높일 가능성이 크다는 게 채권시장의 컨센서스였습니다.

 

 

미국소매협회(NRF) 매튜 셰이 최고경영자(CEO)는 성명을 내고 "소비재와 수입품에 전반적인 관세를 부과하는 것은 미국 '가족'에 대한 세금과 같다"며 "이는 인플레이션과 가격 상승을 초래해 '일자리 손실'로 이어질 것"이라고 밝혔습니다. Donald 'Trump' 수혜 종목 중엔 골드만삭스 주력인 (기업 파산에 따른 인수합병으로 '해석'되는)'M&A'가 포함됩니다.

 

Large US tariffs on China may have an “adverse effect” on Australia, a senior Reserve Bank official said https://t.co/rP7npIqILm

— Bloomberg Economics (@economics) November 9, 2024

 

 

'호주중앙은행'(RBA)까지 불똥이 튀고 있는 'Trump'에 남중국해와 대만 인근 등 지역 핫스팟 지역에서 국방 분야, 중국의 성장하는 핵무기 프로그램에 대한 논의, 펜타닐 문제, 파리 협정과 두바이 COP28에서의 합의 등 글로벌 협약에 기여한 양국 간 기후 외교 분야에 관해 '푸단대학교' 국제관계연구소의 Zhao Mingzhao에 따르면 'Trump' 하에서 이러한 대화가 중단될 수 있다는 베이징의 "정당한 우려"가 있다고 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.▲

 

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