유럽, 트럼프 2기에 금리인하 "모르겠고" 경기침체

Less than 3% of all public climate finance goes into food systems, even though they make up about a third of the global greenhouse gas emissions https://t.co/g9pN652q44

— Bloomberg Green (@climate) November 19, 2024

 

The Port of Los Angeles continued to move near-record levels of imports in October as businesses bring goods in ahead of potential tariff increases https://t.co/kAc8wG1Ypu

— Bloomberg Economics (@economics) November 20, 2024

 

Stocks erase losses, Nvidia earnings disappoint and Bitcoin trades at $98K. Get market insights on Bloomberg Surveillance radio with @tomkeene @ptsweeney @LisaMateoTV Watch LIVE on YouTube https://t.co/0zWbZUFYYt

— Bloomberg Radio (@BloombergRadio) November 21, 2024

 

In an interview with @FT, FOMC voter Tom Barkin warns the US is more vulnerable to inflation shocks than in the past. He didn't want to "prejudge December" but said questions about the pace of cuts would be more relevant as rates got closer to neutral https://t.co/EHQrJGjpiK

— Colby Smith (@colbyLsmith) November 21, 2024

 

'트럼프' 리스크를 총 3회에 걸처 길게 설명했습니다. 한 마디로 "정책" 자체가 문제인데 ① 관세 + ② 감세 + ③ 이민법(식료품 가격) + ④ 긴축(재정 삭감) = '금리'(H4L)로 인한 ⑤ 지정학(지리 경제학)이라 불리는 경제·군사 분절화(디커플링·블럭화)에 따른 국가안보 위협 미중 패권 분쟁입니다.

 

General Motors lays off roughly 1,000 employees to cut costs and realign priorities, according to a person familiar with the decision. https://t.co/W2zODXeeWn

— NBC News (@NBCNews) November 15, 2024

 

Ford to cut 4,000 workers in struggling European business https://t.co/91nCNPyclc

— MarketWatch (@MarketWatch) November 21, 2024

 

“There has never been a more difficult time to lead anything,” writes @darrenwalker, the president of the Ford Foundation. “Indeed, many of the best would-be leaders I know are asking, why would I even want to be a leader?”

Read: https://t.co/Ql1PJmrqPz

— New York Times Opinion (@nytopinion) October 20, 2024

 

‘We are at a low here, folks,’ Boeing’s new CEO tells employees. ‘I’m tired of it.’ https://t.co/VjrG7a8LIc

— MarketWatch (@MarketWatch) November 20, 2024

 

Elon Musk and Vivek Ramaswamy, the co-leaders of what President-elect Donald Trump has called the Department of Government Efficiency, said on Wednesday that they supported requiring federal employees to work from the office five days a week. https://t.co/2pW88N7IxM

— The New York Times (@nytimes) November 21, 2024

 

'트럼프' 2기에서 '테슬라'(TSLA) '일론 머스크'에 맡긴 긴축이 문제가 되는 부분이 트럼프 1기 규제 완화로 인한 비용 절감의 약 90%는 환경 및 에너지 규제 철회에서 비롯되었습니다. 구조 개혁은 정부 운영 간소화, 인력('노동자') 감축 계획이 민간 계약업체에 상당한 영향을 미칠 수 있습니다. 예를 들어, 연방정부의 상위 20개 계약은 보건, 국방 등 다양한 분야에서 연간 5,700억 달러 이상에 달합니다.

 

European natural gas extends a rally to trade near the highest this year as geopolitical tensions escalate https://t.co/Ur0YEU26np

— Bloomberg Economics (@economics) November 20, 2024

 

Euro-zone wage growth surges in a test for ECB rate cuts https://t.co/SXc47m4e8E pic.twitter.com/9A8PpxBjNN

— Zoe Schneeweiss (@ZSchneeweiss) November 20, 2024

 

Europe car sales stagnate as electric vehicle weakness persists https://t.co/3H996DxnmH via @WillWilkesNews pic.twitter.com/SmzxOlktJv

— Zoe Schneeweiss (@ZSchneeweiss) November 21, 2024

 

Fears of VW strikes and job cuts at Ford in Europe are the latest signs of the pains facing the car industry Read the Brussels Edition here https://t.co/CNs3Bvneiq

— Bloomberg Energy (@BloombergNRG) November 21, 2024

 

문제가 심각한 게, '다시' 수출 위주의 국가들은 다 해당됩니다. 경제·군사 분절화는 영국, 독일과 일본 식민지 제국 시대의 2차 대전 당시와 유사한 양상으로 갈 가능성이 없지 않습니다. 이유는 '트럼프'가 저 정책을 실제로 감행하면 경기침체·둔화가 불가피합니다.

 

Brazil is moving forward with plans to import natural gas from Argentina’s Vaca Muerta formation in a sign that bilateral business deals can overcome a complicated political relationship https://t.co/6jamO9cb6e

— Bloomberg Economics (@economics) November 18, 2024

 

The outlook for emerging market local-currency bonds is souring as investors dump bets on interest-rate cuts, fears of a tariff trade war grow, and the dollar surges https://t.co/Qp3JAaTqRX

— Bloomberg Economics (@economics) November 17, 2024

 

기후위기가 숙성 기간을 단축시켜 가격을 올린 와인 산업에는 도움이 됐지만 프랑스, 호주에서 문제가 심각한 연금처럼 사회 보장 시스템이 트럼프 4년 동안 낮은 출산률, 내수경기가 작살 나는 게 더 문제입니다. 국민 교육 수준과 민주화 의식이 낮은 국가들과 달리 선진국들 중 집권당 지지율 안 좋죠.

 

Donald Trump nominated Chris Wright, who runs a Colorado-based oil and natural gas fracking services company, to lead the Energy Department https://t.co/rg7Ltc8QRK

— Bloomberg Asia (@BloombergAsia) November 16, 2024

 

Turkmenistan’s state-owned gas producer is planning to hire specialists to help pinpoint methane leaks https://t.co/yTusgWopid

— Bloomberg (@business) November 18, 2024

 

Trump’s second term may be as chaotic as his first. Here’s a guide to his tariff plans and how they’re expected to roll out https://t.co/CO2MBl1bQw

— Bloomberg Economics (@economics) November 16, 2024

 

Semiconductors are still doing good for South Korea. But other categories of products are weakening in export momentum. https://t.co/mrWWJSYZCK pic.twitter.com/P1vfimKeGl

— Sam Kim (@samkimreports) November 21, 2024

 

핵무장과 '핵잠수함'까지 물 건너 간 김건희 "오빠"가 보여준 사례로 비추어 볼 때 욕망과 절박함과 감정과 이권(력)이 섞이면 극도로 심리가 불안해질 수 밖에 없고 '윤석열'처럼 오판을 할 가능성이 높습니다. '윤석열'이야 반쪽짜리 반도국가 휴전국 대통령 P융신 '푼수대기' 나부랭이지만, 국내 견제 세력이 없는 중국 시진핑 주석이 내부불만을 외부로 돌리는 순간 최소 '금리' 튑니다.

 

President-elect Donald Trump’s threat to slap a universal tariff of up to 20% on all goods exported to the US would be “unwelcome but manageable” for the UK, according to analysis from Bloomberg Economics https://t.co/86zc3WHKIX

— Bloomberg Economics (@economics) November 17, 2024

 

Natural gas prices in the UK have this month commanded the biggest premium over the European benchmark since the end of 2021 https://t.co/3aTunrNag4

— Bloomberg Economics (@economics) November 20, 2024

 

With businesses complaining of the effects of last month's budget, now is not a good time for the UK to face the possibility of a trade war. Get The Readout with @AllegraStratton https://t.co/h38G6aDiXL

— Bloomberg Economics (@economics) November 11, 2024

 

The pound has relinquished its advance against the dollar this year as investors anticipating stronger US growth and inflation pile into the greenback https://t.co/mGs9Wdxotn

— Bloomberg UK (@BloombergUK) November 15, 2024

 

UK inflation ticked up in October to 2.3%, more than predicted. With the threat of a trade war on the horizon, that should be something to watch. Get The Readout with @AllegraStratton https://t.co/V9YLRQtAUw

— Bloomberg Economics (@economics) November 20, 2024

 

Stuck in the muddle? @johnauthers says the UK needs to change the conversation from inflation to the stagnant stock market https://t.co/iBfRkWLkU2 via @opinion

— Bloomberg (@business) November 21, 2024

 

북·러가 전쟁 시 자동 군사개입 조약을 체결했고 러시아가 핵교리를 개정한 가운데, '윤석열' 국가정보원에 따르면, 김건희 "오빠"가 사고 제대로 친 러시아 파병 북한군 일부가 최전선에서 우크라이나와의 전투에 참여하기 시작했고 '추가 파병' 가능성이 있으며 '장사정포' 수출을 확인했다고 밝혔습니다. 영국 10월 CPI는 시장예상치를 상회하며 전년 동월 대비 2.3% '상승'한 것으로 집계됐습니다.

 

UK grocery price inflation edged up in October as British shoppers flocked to supermarkets in the busiest month since the pandemic https://t.co/gxdrvFeNau

— Bloomberg Economics (@economics) November 12, 2024

 

UK rental inflation picks up for first time in 7 months https://t.co/mDzLemhUt3 via @tomelleryrees pic.twitter.com/RnVx0YJk4S

— Zoe Schneeweiss (@ZSchneeweiss) November 21, 2024

 

UK house prices fall by more than double the norm, Elementis hunts for new CEO and Astra's key cancer drug makes progress in Europe -- get briefed ahead of your morning calls with The London Rush https://t.co/ZOPMd5Oegt

— Bloomberg UK (@BloombergUK) November 18, 2024

 

김건희 "오빠"가 저지른 북한군의 러시아 파병 이후 북·러 고위급 교류가 '활발'해지고 있습니다. 조선중앙통신은 북한과 러시아가 지난 19일 제11차 경제공동위원회를 '개최'했고 의정서에 '서명'했다고 보도했습니다. 러시아 대표단이 북한을 방문했고, 평양시 대표단이 러시아로 떠났습니다.

 

Farmers in the UK have been protesting in the capital today against the imposition of inheritance tax in the recent budget. But it's not just farmers - family firms in general will be affected. Today's Money Distilled looks at the issues. https://t.co/WQoOVS7Gcn

— Bloomberg Economics (@economics) November 19, 2024

 

UK economy had sharper-than-forecast slowdown in 3rd quarter https://t.co/Ud2cqS65bg via @tomelleryrees pic.twitter.com/ojEwrN0NTT

— Zoe Schneeweiss (@ZSchneeweiss) November 15, 2024

 

Ukraine has fired British-supplied Storm Shadow missiles into Russia, a source has told Sky News.

Our security and defence editor @haynesdeborah has the latest.

Read more here: https://t.co/tPWHcYA5sY

📺 Sky 501, Virgin 602, Freeview 233 and YouTube pic.twitter.com/eO6qAhrrdJ

— Sky News (@SkyNews) November 20, 2024

 

노동신문은 푸틴이 사자·불곰·야크 등 "희귀한 동물들을 '선물'로 보내왔다."고 보도했습니다. 러시아-'우크라이나' 전쟁이 악화일로로 치달으며 핵전쟁 위협이 대두되고 제3차 세계대전으로 확대될 수 있다는 '우려'가 일자 안전자산 '금' 수요가 급증했습니다.

 

The EU, US and other countries are hammering out a plan to throttle tens of billions of dollars of financial support for foreign oil and gas projects, weeks before President-elect Donald Trump moves into the White House.https://t.co/yREvAFJwhf

— Bloomberg Law: Environment (@environment) November 21, 2024

 

Potential trade levies during a second Donald Trump presidency wouldn’t derail the ECB’s easing plans, Governing Council member Francois Villeroy de Galhau said https://t.co/MVXEu5vjM0

— Bloomberg Economics (@economics) November 21, 2024

 

Ukraine says Russia used an ICBM, Nvidia earnings disappoint and President Trump is looking for the perfect Treasury candidate. Get all the news you need to start your day with the Bloomberg Daybreak podcast. https://t.co/UQHcM4B77L

— Bloomberg Radio (@BloombergRadio) November 21, 2024

 

The Israeli military bombed at least five crowded homes in northern Gaza with many casualties, health officials said, as troops deepened an incursion along the territory's northern edge https://t.co/EXxBNr0PTY

— Reuters (@Reuters) November 21, 2024

 

On this episode of the Elon, Inc. podcast, we discuss reports that tensions are emerging between Musk and people in President-elect Donald Trump's circle. Listen to the full episode wherever you get your podcasts https://t.co/AxMSlq3Cwi pic.twitter.com/ALVB2267vK

— Businessweek (@BW) November 21, 2024

 

'트럼프'는 '우크라이나' 전쟁을 1월 20일 백악관 복귀 즉시 "하루 안에 끝내겠다." '호언장담'을 했습니다. 현실은 '중동' 전쟁도 못 끝낼 판입니다. 여기에 '더닝-크루거' 매국노들이 ① 관세 + ② 감세 + ③ 이민법(식료품 가격) + ④ 긴축(재정 삭감)을 하겠다? '닥터둠' 루비니 회장은 트럼프 리스크를 대비한 펀드를 출시했습니다.

 

User exodus is becoming a reality for #ElonMusk-led X, a social media platform where people are contemplating between shifting to another platform or build up their followers in the current one instead.https://t.co/UM3Fu5E9jZ

— Economic Times (@EconomicTimes) November 16, 2024

 

A Kantar survey report in September pointed out a declining trend of brand spending on #X.https://t.co/S44uSpc7eH

— Economic Times (@EconomicTimes) November 18, 2024

 

Unlike X, Bluesky says it won’t train AI on your posts https://t.co/KlGGftZZCM

— TechCrunch (@TechCrunch) November 15, 2024

 

Bluesky is the X/Twitter rival that's going viral. This step-by-step guide tells you how to create a Bluesky account, how to block unwanted content, and how to get started with the service.
Link:https://t.co/uQSgtQ30a8 pic.twitter.com/pfDXh59x8w

— Lifehacker (@lifehacker) November 15, 2024

 

호주 퀸즐랜드 공과대학의 연구자들에 따르면, 2022년 트위터(X)를 인수하고 '트럼프'를 백악관에 복귀시키기에 나선 '일론 머스크'가 극우계정 봇(bot)을 동원해서 플랫폼 알고리즘을 조작했다는 증거가 나왔습니다. 특히 특정 날짜에 집중됐는데 경합주였던 펜실베이니아 버틀러에서 ★'트럼프'가 현장에서 사살된 공화당원 20세 청년의 총에 귀를 스친 날★이었습니다.

 

Grimes says she was 'going bankrupt' during custody battle with Elon Musk https://t.co/h867MblZHO

— Business Insider (@BusinessInsider) November 21, 2024

 

Li Ziqi overcame a big-time brand agent (backed for a while by ByteDance) to stage a huge comeback. @hchuaeoan tries to figure out how the YouTube star did it https://t.co/T8DtQU52lA

— Bloomberg Asia (@BloombergAsia) November 17, 2024

 

Bill O’Reilly says Donald Trump Cabinet will have zero policy input https://t.co/nzXMP891Of

— The Hill (@thehill) November 21, 2024

 

 

분석 결과 2024년 7월 중순경에도 구조적 참여(급등) 변화가 나타났으며, 이 날짜는 '일론 머스크'가 2024년 7월 13일에 '트럼프'를 공식적으로 지지한 날짜와 일치합니다. 하지만 연구자들은 가장 많은 증거가 있는 계정은 "저 새끼 이 시간에 트윗? 봇(bot) 돌리는 거 아녀?"라고 말한 '본인 계정'이라고 말하였습니다. 한국에서 '윤석열'은 명태균 씨의 3.9 대선 여론조작이 논란이 되고 있습니다.

 

Adani Green Energy reports a 38% increase in profit, following rising power sales and an installation expansion https://t.co/opeJDZJrdC

— Bloomberg Asia (@BloombergAsia) October 22, 2024

 

Adani Enterprises posted a nearly eight-fold surge in quarterly profit, as a strong show by airports and new energy units offset the drag from coal trading business https://t.co/R4PFsCgzxF

— Bloomberg Asia (@BloombergAsia) October 29, 2024

 

EXCLUSIVE: Adani Group’s renewable units scrap a $600 million bond offering as billionaire Gautam Adani faces US bribery charges https://t.co/o2vT8IIpfw pic.twitter.com/AAYtXug9RS

— Bloomberg Asia (@BloombergAsia) November 21, 2024

 

Indian billionaire Gautam Adani and other executives were charged with paying more than $250 million in bribes to Indian government officials and concealing them from US investors https://t.co/CZF4RhSajT

— Bloomberg Asia (@BloombergAsia) November 21, 2024

 

Traders are bracing for a rough start to the session as US allegations on the Adani Group founder Gautam Adani will likely singe the conglomerate’s stocks and market sentiment. Read for free with your email on what else could move markets today https://t.co/NsZC3hcdp3

— Bloomberg Asia (@BloombergAsia) November 21, 2024

 

Billionaire Gautam Adani’s power generation unit is stepping up pressure on Bangladesh as it seeks to recover more than $850 million of unpaid electricity bills, according to people familiar with the matter. https://t.co/A9Zq4FC8f4

— Bloomberg Economics (@economics) November 4, 2024

 

Kenyan President William Ruto backed a decision by his government to accept private capital from Adani Group, which sparked protests and irked the public https://t.co/TcuEIMvlZ9

— Bloomberg Economics (@economics) October 24, 2024

 

Gautam Adani is one of Asia’s richest men who controls a vast empire of companies. Here is what you need to know about him and the charges he faces in the US https://t.co/nHCWYogqiw

— Bloomberg Africa (@BloombergAfrica) November 21, 2024

 

Indian billionaire Gautam Adani, indicted in New York over a $265 million bribery scheme, is a first-generation tycoon whose phenomenal rise has been accompanied by a series of damaging controversies at home and abroad https://t.co/ZwkFanPyei

— Reuters (@Reuters) November 21, 2024

 

Adani stocks plunged after the US announced bribery charges against Gautam Adani. In this week's India Edition, @menakadoshi looks at how the indictment will clip the wings of the country's second-richest man, and what it means for investors (Free read) https://t.co/VlBlgBck69

— Bloomberg Asia (@BloombergAsia) November 21, 2024

 

Excellent explainer and analysis of the Adani indictment and the landscape in India as the news settles in.

Day one, Adani Enterprises stock took a 20% hit and Adani Green frantically cancelled a just completed sale of $600 million in bonds to US investors. https://t.co/QDuBuxR4Ud

— Codfish Johnny (@CodfishJohnny) November 21, 2024

 

'인도' 최대 '물류·에너지' 기업인 '아다니 그룹'의 회장이자 '인도' 최대 부호인 구아탐 아다니 회장이 미국에서 사기 및 뇌물 공여 혐의로 재판에 넘겨졌습니다. 그의 조카이자 '신재생에너지' 업체인 아다니 그린에너지 임원인 사가르 아다니와 이 회사 다른 임원 브니트 자인도 같은 혐의로 재판에 넘겨졌습니다. 현재 아다니 그룹은 항구·공항 운영 등 인프라 사업을 필두로 석탄, 가스 등 '자원개발·유통'과 전력 사업까지 벌이고 있습니다.

 

▲"'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'('구속 사유') ★'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.