트럼프의 이민 및 보호주의 무역 정책이 인플레이션을 유발할 수 있다

Trump’s return gives Modi a chance to bolster India’s image with the US and its allies, which have increased scrutiny recently on the nation’s close ties with Russia’s Vladimir Putin and its role in violence against Sikh activists in the US and Canada. https://t.co/kAXnLzbNaC

— Bloomberg Asia (@BloombergAsia) November 7, 2024

 

India is batting for more trades with Russia to be settled in rupees as its commerce with Moscow witnesses a sharp increase https://t.co/YzpQBCssuA

— Bloomberg Technology (@technology) November 11, 2024

 

The Bank of Russia hikes its key rate to a record high, as policymakers grapple with persistent price growth https://t.co/ApyIiq5Gr7

— Bloomberg Markets (@markets) October 25, 2024

 

The Bank for International Settlements is debating whether to shut down a pilot cross-border payments platform after Russia‘s President Vladimir Putin identified the underlying technology as a tool to circumvent sanctions https://t.co/u6h9XVizoH

— Bloomberg Economics (@economics) October 28, 2024

 

김건희 "오빠" '윤석열'이 친일(탄핵사유 '사도광산')과 광복회 기념식 논란을 일으킨 '통일 독트린'에 '접경지 국민'들이 '일상 생활'이 불가능 할 정도로 극심한 고통을 받고 있습니다. 북한 김정은 국무위원장은 로씨야('러시아')연방 사이 '전쟁' 시 상호 '군사원조' 조약(조·러조약)을 '11일' 비준했다."고 12일 노동신문이 보도했습니다.

 

China and Indonesia have taken decades to rebuild their diplomatic, economic and military relationship.

Now Prabowo Subianto is due to make his first overseas trip as Indonesia’s newly elected president. His first stop is Beijing, then Washington https://t.co/RaUK9XbV34 👇

— The Economist (@TheEconomist) November 11, 2024

 

Indonesia denied that it had effectively recognized China’s disputed claims in the South China Sea after a joint statement with Beijing over developing contested areas came under fierce criticism https://t.co/Al6NU9LVhH

— Bloomberg Asia (@BloombergAsia) November 11, 2024

 

Apparently what Indonesia means by areas of overlapping claims is the area around Hainan Island since it is not Natuna. @aristioo @CollinSLKoh pic.twitter.com/VQtXpRz0GW

— Yohanes Sulaiman (@YohanesSulaiman) November 11, 2024

 

Welcomed Indonesian President @prabowo to the State Department ahead of his meeting tomorrow with President Biden. This visit is a testament to the strength of our nations' relationship and to our enduring commitment to implementing our Comprehensive Strategic Partnership. pic.twitter.com/HfrgYRRkHD

— Secretary Antony Blinken (@SecBlinken) November 12, 2024

 

“In their call, Prabowo also expressed relief that Trump had survived an assassination attempt in July. “Whenever you’re around, you let me know and I might also get to your country some time,” Trump said. “You’re a very respected person and I give you credit for that.” https://t.co/pUI39Sc49j

— Karishma Vaswani (@KarishmaJourno) November 12, 2024

 

Trump expected to pick Marco Rubio as secretary of state https://t.co/4T2Q08Wea9

— Axios (@axios) November 12, 2024

 

+ Senator Marco Rubio per @nytimes. A hawkish hat trick. https://t.co/biiDEKKFJY

— Jennifer Welch (@ThatJennieWelch) November 12, 2024

 

President-elect Donald Trump’s pick for national security advisor says the US should work to end conflicts in Europe and the Middle East so it can confront “the greater threat” from China https://t.co/FSbmo68ZeR

— Bloomberg Economics (@economics) November 12, 2024

 

이스라엘 전략부 장관 론 데르메르가 오늘 워싱턴에서 안토니 블링컨 미국 국무장관과 만날 예정이라고 국무부가 발표했습니다. '회담 결과'는 미국의 정치적 변화가 상황의 '역학'에 영향을 미칠 수 있기 때문에 중요할 수 있습니다. Donald 'Trump'가 '1월 20일' 백악관 복귀를 앞두고 위기 해결에 같은 수준의 영향력을 행사할 수 있을지에 대한 추측이 있습니다.

 

Donald Trump has vowed to drive up US oil production, but the industry has its own plan, writes @CrowleyKev https://t.co/qPoGYD8kC1

— Bloomberg Asia (@BloombergAsia) November 11, 2024

 

Nigeria expects a 30% increase in crude and condensate output as authorities strengthen security around the nation’s oil infrastructure and incentives in the sector attract investment https://t.co/P6QH1KY0iJ

— Bloomberg Economics (@economics) November 11, 2024

 

MSC’s Africa Global Logistics will invest as much as €40 million in Namibia by 2030 to benefit from growing oil, gas and renewable energy developments https://t.co/IG5m5jhN0s

— Bloomberg Markets (@markets) November 11, 2024

 

Here’s the latest news and analysis on the oil market https://t.co/JbIi1V0Dtw

— Bloomberg Asia (@BloombergAsia) November 12, 2024

 

'다시', 장·단기 커브전략에서 '금리·환율'의 상관관계에 관한 기본공식은 명목금리(실질금리 + 예상 인플레이션율 ↑) - 예상(원자재 ↑ 가격 추이) 인플레이션율 = 실질금리, OO('유가', 비트코인, '금' 등 대체 투자 상품) ↑ 금리 ↑ OO ↓ 입니다. 'Trump Trading'이 이어지며 미'달러'화가 '강세'를 보였습니다.

 

China's central bank pauses gold purchases for sixth straight month https://t.co/WIQZnfri55 pic.twitter.com/8bVeaoUoiF

— Reuters (@Reuters) November 7, 2024

 

Trump's victory: brilliant for bitcoin, not so much for gold. Why? I take a look in today's #MoneyDistilled (h/t @donnellybrent and @davidmcw ) https://t.co/3ecLSB1reE

— John Stepek (@John_Stepek) November 11, 2024

 

Gold held near a one-month low after tumbling on Monday as Donald Trump’s presidential win boosted the dollar further https://t.co/wt949zQ7KH

— Bloomberg Markets (@markets) November 12, 2024

 

'달러'-원 환율은 미국 금융시장 휴장에도 '트럼프' '우려'로 14.60원 급등하며 '1,401.00원'에 마감했습니다. "국장 '마스터'고 나발이고 없다."라고 말한 올해 '한국' 주식은 '상장 폐지'된 ETF만 42개로 작년 대비 3배가 증가했습니다. 12일 서울채권시장은 대외금리 움직임을 주시하며 벌써 '내년' 성장을 '걱정'하고 있다는 '분석'이 나옵니다.

 

Chinese copper smelters are facing pressure to rein in an expansion that’s pounding the industry’s profitability. The viability of plants across the globe may be at stake https://t.co/nHyPSNdumg

— Bloomberg Markets (@markets) November 12, 2024

 

El programa Cosechando Soberanía fortalece la producción en el campo, permitirá ofrecer alimentos a precios accesibles para familias mexicanas. En el G20 Brasil 2024 expondremos resultados de Sembrando Vida; la propuesta es sembrar vida y paz en vez de guerras. pic.twitter.com/fNpCKz4LZ8

— Claudia Sheinbaum Pardo (@Claudiashein) November 12, 2024

 

Tariffs on cars imported into the US from Mexico may impact the delivery of thousands of vehicles, a Honda Motor executive says https://t.co/xqVjD26NPZ

— Bloomberg Economics (@economics) November 9, 2024

 

Así iniciamos el segundo piso de la Cuarta Transformación. No llego sola, llegamos todas. pic.twitter.com/7vkrFLG9Yb

— Claudia Sheinbaum Pardo (@Claudiashein) October 15, 2024

 

Waltz on what to expect from a Trump foreign policy

1/3 https://t.co/TqBH6baaqL pic.twitter.com/tyqmqXQ3W3

— Richard Walker (@rbsw) November 12, 2024

 

 

미 국채금리는 이민 및 보호주의 '무역 정책'이 인플레이션을 유발해 연방준비제도(Fed·연준)가 '금리인상'을 할 수도 있다는 우려로 급등했는데요. JP모건은 '트럼프'에 '피로감'을 느끼는 투자자는 "미국채 10년물 금리 5%가 변곡점이 될 것이다."면서 "채권 수익률이 주식 '밸류에이션'에 미치는 영향은 5% 전후"라고 설명했습니다.

 

JPMorgan has hired a senior climate scientist to advise its corporate and investment banking clients on how to navigate the impacts of climate change. https://t.co/VerJjgpicc

— Bloomberg Green (@climate) October 21, 2024

 

South Africa is poised for a surge in initial public offerings and fund-raising activity as soon as next year, according to JPMorgan https://t.co/tmtYEf5GWp

— Bloomberg Technology (@technology) October 21, 2024

 

JPMorgan hires Hiroki Kimakura from Goldman Sachs to head Japanese government bond trading in Tokyo, as activity picks up in the country’s $7.3 trillion sovereign debt market https://t.co/vPPaGVzmVI

— Bloomberg (@business) November 12, 2024

 

India made $1.2 billion of green bonds potentially eligible for inclusion in JPMorgan’s flagship emerging market debt index https://t.co/ABaN2tqWRz

— Bloomberg (@business) November 8, 2024

 

Die ersten beiden Jahre der zweiten Amtszeit Trumps könnten laut JPMorgan “ziemlich wirkungsreich” sein, wenn es zu politischen Veränderungen bei Steuern, Deregulierung und Kryptowährungen kommt. https://t.co/hgU5EPs5Zm

— Bloomberg auf Deutsch (@BBGaufDeutsch) November 11, 2024

 

Donald Trump Jr. is joining 1789 Capital, a venture capital firm that invests in conservative-leaning companies, according to people familiar with his plans https://t.co/Bz6atxP4bI

— Bloomberg Crypto (@crypto) November 12, 2024

 

이어 10년물 국채금리가 5%를 넘지 않는다면 '트럼프'가 향후 "이민 제한과 관세 인상으로 시작하면 증시가 어려움을 겪을 것"이라며 "어떤 정책에 우선순위를 두느냐에 따라 주식시장의 방향이 결정될 것"이라고 내다봤습니다. 야데니 리서치의 에드 야데니 대표는 "채권 자경단(bond vigilantes)이 국채를 팔아 연방 재정 적자에 대한 불만을 표시할 수 있다"고 '언급'했습니다.

 

▲'역시' '트럼프', "달러"와 "채권" 투자의 '정석'(定石)으로 '금리', 산업, 고용, 소매, '주택'과 물리적 '위험'을 야기시켜 '부채' 재앙이 된 '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.