윤럼프(Yoon Trump) 임기 채울 수 있을까?

Like many working-class Americans, Native American voters have been persuaded that voting for Donald Trump will best serve their economic interests. https://t.co/y7lNGUPjYE via @NaomiSRiley

— City Journal (@CityJournal) November 19, 2024

 

'트럼프' 2기 정책 중에 문제가 되는 게 뭘까요? '다시', 금리입니다. '예를 들면', 장·단기 커브전략에서 금리·환율의 상관관계에 관한 기본공식은 '명목금리'(실질금리 + 예상 인플레이션율 ↑) - 예상(원자재 ↑ 가격 추이) 인플레이션율 = 실질금리, OO(유가, 비트코인, 금 등 대체 투자 상품) ↑ 금리 ↑ OO ↓ 입니다.

 

Of American households with bank accounts — and that’s nearly all of them — a record 48.3% primarily use their mobile phones for routine banking, according to new data from the FDIC https://t.co/aQX0WlNEXW

— Bloomberg Economics (@economics) November 17, 2024

 

'트럼프'가 '중동'을 자극한다? '트럼프' 어디에 넣어야죠? 1초 컷이죠. '달러로 결재'하는 원자재 ↑ 가격이 오르기 때문에 강 "달러" 현상이 나타납니다. 그중 하나가 Petro dollar라고 부릅니다. 이는 '트럼프 타워'의 오랜 사업 '파트너'였던 '사우디 왕가'와 금전·정치적 '이해 관계'가 성립합니다.

 

Farmers throughout France have organized large-scale protests this week. The farmers argue that a new trade deal made by the EU threatens their livelihoods by allowing a surge of cheap South American agricultural imports.https://t.co/hMlPNlIDed

— DW News (@dwnews) November 19, 2024

 

Farmers descended on Westminster today to protest against inheritance tax changes, but for most Labour MPs, it's a backlash they can live with. Get the Readout with @PronouncedAlva https://t.co/x0JnuNpiDO

— Bloomberg Economics (@economics) November 19, 2024

 

Ukraine’s new agriculture minister said that the EU should support his country’s farmers and not treat them as a threat to their counterparts in the bloc https://t.co/hdbBrRJ4Er

— Bloomberg Economics (@economics) November 19, 2024

 

 

 

뼛속까지 '윤석열'이 하면 로맨스고 남이 하면 불륜인 '윤석열' 새끼가 '핵무장'을 하겠다고 사고를 친 '우크라이나' 철수를 해? '트럼프' 어디에 넣어야죠? 1초 컷입니다. 그런데 '중국' 관세 60%와 보편 관세 20%가 정책이다? '트럼프' 어디에 넣어야죠? 1초 컷입니다. 범죄자 '윤석열'은 뭐 해야죠? '감옥'부터 가고 '부모가 아이' 대하듯 '무례'함을 '고쳐야' 합니다.

 

Walmart had a blowout quarter — an indication that holiday shoppers may be ready to splurge — but Trump's tariffs loom https://t.co/tAtkqY6D0Z

— Bloomberg Opinion (@opinion) November 19, 2024

 

Five movies coming out in November to help you deal with your own holiday-fueled family drama https://t.co/gOJcmTxLfp

— Bloomberg (@business) October 22, 2024

 

Canadians may face delays in getting their holiday gifts and purchases this year after workers at the national postal service went on strike https://t.co/jfw8B2Kbjx

— Bloomberg Markets (@markets) November 15, 2024

 

Canadian Prime Minister Justin Trudeau said his government has concerns about Mexico’s trade with China as a likely renegotiation of the North American trade agreement looms https://t.co/2im0E3Jmqc

— Bloomberg Asia (@BloombergAsia) November 16, 2024

 

Higher cattle prices are here to stay in Brazil even if ranchers bring more animals to market in the first quarter of 2025, according to the head of one of South America’s top meatpackers https://t.co/h2nqgljtCS

— Bloomberg Economics (@economics) November 19, 2024

 

 

'월마트'가 3분기 실적 성장에 대해 "주로 상위 소득계층 가계의 점유율이 증가했다"라고 말하였습니다. 또한 DOGE 수장 '일론 머스크'가 "니들은 다음 선거에서 질 것"이라는 '브라질'과 '트럼프'가 이민법·국경세로 조준 중인 '멕시코'가 영향을 줄 "식료품 가격이 높아진 만큼 소비자들은 가격 경쟁력이 좋은 할인을 기다리고 있다"면서 "'트럼프'가 관세가 도입될 경우 이는 제품의 가격 인상 요인이 될 수 있다"고 덧붙였습니다.

 

Tesla Cybertruck driving on FSD fails to detect mannequin. https://t.co/6188G4dW8N via @InsideEVs

— InsideEVs (@InsideEVs) November 18, 2024

 

Tesla Chair Robyn Denholm cashed in from a well-timed sale of shares this month, reaping more than $35 million from stock that soared after the US election https://t.co/udvNGiqAL0

— Bloomberg Asia (@BloombergAsia) November 20, 2024

 

"그게 뭐?" 연방준비제도(Fed·연준)에서 10월 금리인하로 4.50∼4.75%입니다. 12월에 금리인하를 해도 4.25∼4.50%라 대출 받아서 '테슬라'(TSLA)를 살 금리는 아니죠. 미 10년물 국채금리와 '상관 관계'는 위에서 '설명'했고,  미 국채금리가 한국시간 22시 16분 기준 4.4260%입니다.

 

US housing starts declined in October to the slowest pace in three months as hurricanes exacerbated an easing in construction activity more generally https://t.co/N8MuuSVAa4

— Bloomberg Economics (@economics) November 19, 2024

 

The value of a downtown Los Angeles tower owned by an affiliate of Brookfield was slashed 69%, the latest sign of troubles for offices in US central business districts https://t.co/8edy1WIaMA

— Bloomberg CityLab (@CityLab) November 20, 2024

 

CityLab Daily: Trump's promises threaten the DC economy https://t.co/q6MkQNX3od

— Bloomberg CityLab (@CityLab) November 19, 2024

 

The first Trump administration tried to remove two mortgage giants, Fannie Mae and Freddie Mac, from government control.

The second could finish the job. https://t.co/HN5JqQuhKi

— The Washington Post (@washingtonpost) November 19, 2024

 

Today's Money Distilled looks at how Donald Trump could surprise investors. Elsewhere, there are signs in the asking price data that the UK housing market is starting to feel the after-effects of the recent budget. https://t.co/TjS5MxHALJ

— Bloomberg Economics (@economics) November 18, 2024

 

US consumers had a tougher time accessing credit this year, with applications for auto loans and mortgage refinancing being turned down at the highest rates in more than a decade https://t.co/EozmecQpac

— Bloomberg Economics (@economics) November 18, 2024

 

"그래서 뭐?" 모기지 금리 지금 얼마죠? 미국인들은 대부분 고금리 이전 30년 장기금리로 대출을 받아 집을 샀는데(stay-put) 이전 6.81%에서 '6.86%'로 상승했습니다. '다시', 10월 신규주택 착공 건수는 계절 조정 기준 전월 대비 3.1% 감소했고, 10월 '신규주택' 착공 허가 건수도 직전월과 비교해 0.6% 감소했습니다. 어디에 넣어야죠? 1초 컷이죠. 주거비 뭐다? CPI 약 35%를 차지합니다.

 

Employment fell in Florida and Washington amid two hurricanes and a major Boeing strike, adding to evidence that the pullback seen in the national hiring data is likely temporary https://t.co/LjQCffgtPE

— Bloomberg Economics (@economics) November 19, 2024

 

In a cooling US labor market, recent college graduates are among those feeling the chill most. https://t.co/YJ6iCtwyd2

— Bloomberg Economics (@economics) November 19, 2024

 

A two-month slump has all but wiped out the US Treasury market’s gains for the year, as traders see a rising risk that the Federal Reserve will slow the pace of its interest-rate cuts https://t.co/qSiD6CqpT0

— Bloomberg Economics (@economics) November 17, 2024

 

With fears growing about Trump’s tariffs, Bloomberg Economics expects the policy delivered will be less severe than promised on the campaign trail https://t.co/0igGVnXiMX

— Bloomberg Economics (@economics) November 19, 2024

 

 

시장 예상을 크게 밑돌았던 미국의 10월 '비농업부문'(NFP) 고용은 일시적 부진일 가능성에 더 무게가 실리게 됐습니다. 미 노동부가 공개한 10월 주별 고용·실업 현황에 따르면, 허리케인과 보잉의 파업이 주로 영향을 미쳤을 것이라는 시장 관측을 뒷받침하는 주(州)별 데이터가 나왔습니다. '다시', 어디에 넣어야죠? 1초컷입니다.

 

Comcast plans to spin off cable-TV channels including MSNBC and USA as it looks to reduce its exposure to a business that’s losing viewers and advertisers https://t.co/67Dha3Nw1L

— Bloomberg (@business) November 20, 2024

 

Companies with immigrant workforces are preparing for raids https://t.co/Xce9mKNUac

— Bloomberg Economics (@economics) November 19, 2024

 

Trump’s threat of mass deportations risks hurting the domestic agriculture sector already struggling with labor shortages https://t.co/LVHFdmMmCW

— Bloomberg Economics (@economics) November 17, 2024

 

Officials in Springfield, Ohio, say they can’t predict how quickly President-elect Trump might act on his campaign promise to deport Haitian migrants, but they are bracing for the economic impact. https://t.co/OBePUVjHX4

— Bloomberg Economics (@economics) November 19, 2024

 

 

'트럼프'가 하루 안에 끝낸다는 '전쟁'으로 '선거'를 치른 공화당이 백악관 장악과 상·하원 레드 스윕만이 문제가 아니라 닐슨 데이터에 따르면, 선거 이후 MSNBC의 프라임타임 시청률은 10월부터 53% 감소했고, 'Fox News'에서는 21%나 급증했습니다. '트럼프'가 폭스뉴스 출신을 내각에 기용하는 이유들 중 하나죠.

 

A judge postponed a decision on whether to undo President-elect Donald Trump’s conviction in his hush money case after he won the election https://t.co/BnfYfrpJ4G

— TIME (@TIME) November 12, 2024

 

Young voters have traditionally been a sturdy bloc for Democrats. Trump managed to sway them away https://t.co/bdc3aPi2uV

— Bloomberg Economics (@economics) November 17, 2024

 

 

더 문제는 유권자들이 일론 머스크가 대선 기간 내내 반복해서 비판했던 "래거시 미디어"를 외면하고 소위 "뉴 미디어"(SNS, 유튜브 등)들로 부터 언론이라는 기관으로부터 검증되지 않은 정보를 선택적으로 고른다는 것입니다.  

 

Donald Trump’s Nov. 26 sentencing in his New York hush money case was adjourned by the court as the judge weighs how to handle the prosecution in the wake of the former president’s reelection victory https://t.co/rFIwnRxTCP

— Bloomberg (@business) November 19, 2024

 

Polymarket confirms paying US-based influencers, including large Instagram meme accounts, to promote election betting despite being banned in the US (Bloomberg)https://t.co/e6dbJLGzBo

📫 Subscribe: https://t.co/OyWeKSRpIMhttps://t.co/J7BUoXOGuZ

— Techmeme (@Techmeme) November 5, 2024

 

 

예를 들면, 여론조사에서 "J.D 밴스가 개, 고양이 이민자 음모론을 퍼트렸다."라는 질문이 포함되면 '트럼프' 지지층은 답변을 하지 않고 그냥 전화를 끊어 버리겠죠. 이 유권자들은 여론조사에 잡히지 않습니다. 저도 밴드웨건 때문에 그냥 뿌려서 할 말은 없는데 약간의 '표본 보정'을 하면 선거 전략에 써야 할 기저 데이터가 왜곡돼 영향을 줬다는 우려가 나옵니다.

 

President-elect Donald Trump is tapping Cantor Fitzgerald CEO Howard Lutnick to lead the Commerce Department https://t.co/3l9R4ZMNLg

— Bloomberg Economics (@economics) November 19, 2024

 

President-elect Donald Trump’s evolving cabinet has a crucial gap as he has yet to land on a Treasury secretary to spearhead his campaign pledge to remake the economy https://t.co/hBWnEeBQJu

— Bloomberg Economics (@economics) November 19, 2024

 

After moving quickly on cabinet picks, President-elect Donald Trump is taking his time pondering his choice for Treasury secretary https://t.co/iu3oMSLdaz

— Bloomberg Economics (@economics) November 19, 2024

 

Overnight funding markets may be on their own during the next bout of turbulence as a key Federal Reserve backstop is unable to support the entire space unless upgrades are made, according to Barclays https://t.co/Oz2GDd6Xk4

— Bloomberg Economics (@economics) November 19, 2024

 

 

'다시', '트럼프'가 관세 부과 할까요? 안 할까요? '트럼프'가 하워드 러트닉 대통령직 인수위원회 공동 의장을 2기 행정부 상무장관으로 지명했습니다. "그런데 뭐?" 관세 옹호론자·암호화폐 애호가로 알려진 러트닉은 지난 9월 CNBC와의 인터뷰에서 "관세는 대통령이 활용할 수 있는 '놀라운' 도구"라고 말하였습니다.

 

▲"'역시' '정치'가 '후지면' 국민이 굶는다." '영웅' '트럼프', "채권"과 "달러" 투자의 '정석'(定石)으로 '금리', 산업, 고용, 소매, '주택'과 '부채' 재앙이 된 '공화당' '트럼프·머스크' ★'탄핵'★ 운동 중입니다.▲

 

▲ 언론과 표현의 자유를 "입틀막"하고 블로그에 '글 썼다'고 '형사기소'한 미국과 '한국'에서 '핵무장'과 '증시 논란'의 '국정농단' '김건희' "오빠" '범죄자' ★'윤석열'★ '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.