엔-캐리 트레이딩 청산 언제일까?

Forecasters expect a monthly report on US consumer prices to show a fourth-straight month of firm increases in prices, suggesting progress toward lower inflation is stalling https://t.co/IkyQXDzzws

— Bloomberg Economics (@economics) December 11, 2024

 

Inflation in Japan’s corporate goods prices accelerated to the fastest pace in 16 months, an outcome that points to growing inflationary pressure in the economy and supports the central bank’s further normalization of policy https://t.co/Ljp1XjF32T

— Bloomberg Economics (@economics) December 11, 2024

 

 

1월 20일 '트럼프'의 복귀를 앞두고 '지정학'이 요동을 치는 가운데, 글로벌 정치권과 중앙은행들의 움직임이 가파르게 빨라지고 있습니다. 이유는 기업의 펀더멘털이고 나발이고 결국에는 '달러'-환율 싸움이기 때문이죠. 가장 주목 받는 게 '일본은행'(BOJ)과 '인도중앙은행'(RBI) 금리입니다. BOJ는 엔-캐리 트레이딩 청산이 채권시장과 증시에 노이즈를 만들 수 있고 RBI는 중국과 아시아 공급망에 영향이 없지 않기 때문입니다.

 

Traders have been perplexed over the past week as to when the Bank of Japan may hike rates following mixed signals on the central bank's intentions https://t.co/mSuiZaSAIT

— Bloomberg Economics (@economics) December 11, 2024

 

Exclusive: The US is weighing harsher oil sanctions against Russia just weeks before Trump returns to office https://t.co/YIfAOAmf21

— Bloomberg Middle East (@middleeast) December 11, 2024

 

Gold held a three-day advance as traders prepared for US inflation data that will help determine whether the Fed cuts or holds rates next week at its final meeting of the year https://t.co/u6rvSsDpHV

— Bloomberg Economics (@economics) December 11, 2024

 

'PBOC'는 '달러'(금리·환율) 충격을 완화하고자 6개월 만에 금 매수와 유동성 공급에 나섰으며 'RBI'도 금리인하 전망과 함께 유동성 공급에 나선 것으로 알려졌습니다. '트럼프'의 러시아 원유 제재 압박은 우크라이나와 '시리아'(중동) 종전이 목적으로 해석됩니다.

 

China’s escalating conflict with the US over goods with military applications is now extending to the drones that have become a vital part of Ukraine’s defense https://t.co/CoFWp56s0P

— Bloomberg Economics (@economics) December 9, 2024

 

China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Trump makes good on his threat to punish the world’s second-biggest economy with tariffs https://t.co/6nNlreXpS9

— Bloomberg Politics (@bpolitics) December 11, 2024

 

Xi Jinping is undertaking a strident campaign to eradicate corruption in China's military, leading to the removal of senior officers and political commissars. https://t.co/ke1egN0zk1

— The Diplomat (@Diplomat_APAC) December 11, 2024

 

 

'다시', 명목금리(실질금리 + 예상 인플레이션율 ↑) - 예상(원자재 ↑ 가격 추이) 인플레이션율 = 실질금리, 유가 ↑ 금리 ↑ OO ↓ 입니다. '트럼프'의 중국·러시아 압박은 경기침체 우려로 유가에 하방 압력을 넣을 수 있는 반면에 약달러는 중국 경제에 '호재'가 되면서 '물량 밀어내기'를 재촉하고 있는 것으로 보입니다.

 

Here are the main takeaways from the US CPI report for November https://t.co/rDoLet662d

— Bloomberg Economics (@economics) December 11, 2024

 

“A persistent thorn in everyone’s side is shelter,” says @JonathanJLevin.

📈 The index for shelter rose 0.3% in November, accounting for nearly 40% of the monthly all-items increase:https://t.co/ONenXTo8Ik

— Bloomberg Opinion (@opinion) December 11, 2024

 

CPI Day: Egg prices remain as volatile as ever. Their index rose 8.2% on the month 🍳https://t.co/ONenXTo8Ik

— Bloomberg Opinion (@opinion) December 11, 2024

 

Motor vehicle insurance is up 12.7% from a year ago 🚗

“And we’re still somehow talking about used cars,” says @JonathanJLevin. Tune in for live analysis:https://t.co/ONenXTo8Ik

— Bloomberg Opinion (@opinion) December 11, 2024

 

“What’s fascinating at the moment is how politics intersects with everything,” says @johnauthers.

Tune in for live CPI Day analysis 🎥https://t.co/ONenXTo8Ik

— Bloomberg Opinion (@opinion) December 11, 2024

 

US consumer prices continued to rise in November at a pace that is fueling concerns the progress toward taming inflation is stalling. https://t.co/dH4waiaiOB

— Bloomberg Economics (@economics) December 11, 2024

 

US Treasuries gained and traders boosted their bets on a Fed rate reduction this month after a report showed consumer prices last month accelerated in line with expectations https://t.co/e0xFo4MWo5

— Bloomberg Economics (@economics) December 11, 2024

 

Swings in the $29 trillion Treasury market have gotten smaller in reaction to fresh US inflation data as the releases have become more aligned with consensus expectations https://t.co/D7jEY7SrTV

— Bloomberg Economics (@economics) December 11, 2024

 

 

Just as food and gasoline inflation have made a comeback, US investors are showing signs of euphoria. That's troubling given past precedent. https://t.co/h6bFELyHLD

— Bloomberg Crypto (@crypto) December 11, 2024

 

New Yorkers are coping with the US’s biggest price increases, driven by housing and household energy costs. https://t.co/yFNrzgf31c

— Bloomberg Economics (@economics) December 11, 2024

 

US Treasury Secretary Janet Yellen said that a softer global oil market might create an opportunity for further action against Russia’s energy sector https://t.co/CQnvq4738h

— Bloomberg Economics (@economics) December 11, 2024

 

The end of Russian natural gas flows through Ukraine will have a "negligible" impact on European prices, according to the European Commission https://t.co/jgdpgn4FIm

— Bloomberg Markets (@markets) December 11, 2024

 

The US budget deficit widened once again in the first two months of the fiscal year, driven primarily by higher spending on health, defense and Social Security https://t.co/VKTMBc3MXG

— Bloomberg Economics (@economics) December 11, 2024

 

Treasury Secretary Janet Yellen urged the next US administration to maintain the dialogue channels that she re-established with China, ahead of upcoming economic and financial talks https://t.co/3B4WwBWxDT

— Bloomberg Economics (@economics) December 11, 2024

 

Yu Jianhua, the head of China’s General Administration of Customs who was once one of Beijing’s top international trade negotiators, died at the age of 63 due to sudden illness, according to a government statement https://t.co/EMlUn0FFAM

— Bloomberg Economics (@economics) December 11, 2024

 

Tesla stock hits new all-time high as 65% surge since Trump's win cements dramatic turnaround https://t.co/pisiFdnQsQ by @Pras_S

— Yahoo Finance (@YahooFinance) December 11, 2024

 

Tesla Cybertruck receive homologations in China days after denying rumor of launch https://t.co/QUKI7UNCwg by @fredericlambert

— Electrek.co (@ElectrekCo) December 11, 2024

 

China is encouraging its electrical vehicle manufacturers to invest in South Africa as it seeks to broaden ties between the two nations. https://t.co/BaRg3tHnmq

— Bloomberg Africa (@BloombergAfrica) December 11, 2024

 

“There is good news under the surface, which is that the US economy is returning to some semblance of normal after a very unique set of shocks,” PIMCO economist Tiffany Wilding says on overall inflation. pic.twitter.com/Aa6W3GcfhE

— Yahoo Finance (@YahooFinance) December 11, 2024

 

Column | Trump won't kill green energy https://t.co/QEPXye2juW by @rickjnewman

— Yahoo Finance (@YahooFinance) December 11, 2024

 

As President-elect Trump targets federal jobs, local governments are hunting for workers https://t.co/gSOnvL4gJF

— Bloomberg Economics (@economics) December 11, 2024

 

It’s time to get politics out of your economic outlook, says @kylascan 🎥 pic.twitter.com/T1XLxE8ltY

— Bloomberg Opinion (@opinion) December 11, 2024

 

Fresh inflation figures are likely to make the Federal Reserve more cautious about the pace of interest-rate cuts — but not quite yet https://t.co/ca771d0h8g

— Bloomberg Economics (@economics) December 11, 2024

 

While there is a broad-based slowing among some the near-term measures of underlying CPI inflation, all the year-over-year measures on the dashboard are still elevated relative to the FOMC's price stability mandate. See more: https://t.co/6u6LkH2stk pic.twitter.com/M25EuUkIl6

— Atlanta Fed (@AtlantaFed) December 11, 2024

 

Here's what you need to know to start your day https://t.co/oyIApSGMm4

— Bloomberg (@business) December 11, 2024

 

 

'북한' 매체들이 '법정 최고형'이 '무기징역' 또는 '사형'인 내란 수괴 '윤석열'의 12.3 불법 비상계엄 사태와 그에 따른 탄핵 정국을 처음 보도하며 "국민에게 '파쇼 독재'의 총칼을 내대는 '미친칫'으로 '괴뢰한국' 땅을 아비규환으로 만들었다."라고 대남 비난 공세를 했습니다. '한국'의 혼란스러운 시국을 전하면서 '북한' 체제를 선전하려는 의도로 해석됩니다.

 

South Korean PM Han stands by for bigger role amid political turmoil https://t.co/n7zGzNyff5

— Nikkei Asia (@NikkeiAsia) December 10, 2024

 

 

12·3 내란 수괴로 지목된 '윤석열'은 3일 밤 국무회의 2~3분 참석 후 말도 없이 '사라져' 1분 만에 곧바로 비상계엄 선포 '생중계'를 한 것으로 확인됐습니다. '계엄법상' 대통령이 계엄을 선포하기 전에는 국무회의 심의를 거쳐야지만, 계엄 요건은 물론 헌법이 규정한 절차를 '모조리 위반'했다는 점이 드러났습니다.

 

South Korea is facing greater downside economic risks as it tries to mitigate the impact on its currency of the turmoil triggered by last week’s martial law declaration, its finance minister says https://t.co/io8ICXF7dh

— Bloomberg Markets (@markets) December 11, 2024

 

NEW: Korea's rich and powerful families are facing a revolt of their own as the country reels from the political fallout over a brief martial law.

Read The Big Take ⤵ https://t.co/fSbqHVl0K9

— Bloomberg Economics (@economics) December 11, 2024

 

South Korea’s family-run conglomerates – or chaebols – have until now been seen as largely untouchable. On the latest Big Take Asia Podcast, listen to how a takeover bid for one of these chaebols is rattling the richest families in Korea, at a time of wider political turmoil.…

— Bloomberg Economics (@economics) December 11, 2024

 

더불어민주당은 '한덕수' 총리를 내란죄 혐의로 고발한 데 이어 탄핵 추진에도 속도를 내고 있습니다. 한덕수 총리뿐 아니라 '최상목' 경제부총리 겸 기획재정부 장관 등 '윤석열'의 '권한대행'을 할 수 있는 국무위원들을 줄줄이 '탄핵'할 수 있단 전망도 나옵니다.

 

 

 

 

'윤석열' 부부를 겨냥한 '내란' 특검법, '김건희'의 '주가조작' 혐의가 포함 된 4번째 특검법과 '상설특검법'(22표 '이탈')에 이어 우원식 국회의장이 윤석열의 '공개 증언'이 필요한 국정조사권을 '직권'으로 발동하여 최소 '4표'에서 최대 '10표'까지 이탈표가 나온 탄핵 표결까지 빠져나갈 방법이 없어 '윤석열'이 김건희와 '수사 대비'를 하며 '탄핵'을 '선택'했고 국민의힘 '한동훈' 대표가 '탄핵 찬성'으로 입장을 '선회'한 것으로 해석됩니다.

 

▲'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 ★'재정파탄' '공화당' '윤럼프' '트럼프'와 '미국'판 김건희 '일론 머스크' '탄핵'★ 운동 중입니다.▲

 

▲ 언론과 표현의 자유를 "입틀막"하고 블로그에 '글 썼다'고 '형사기소'한 '미국'과 '한국'에서 '핵무장'과 '증시 논란'의 '국정농단' '김건희' "오빠" '윤로남불'('구속 사유') 12.3 '내란 수괴' ★'윤석열'당★ '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.