트럼프, Scott Bessent가 테슬라(TSLA), K-배터리 주가에 미칠 영향

Does the Trump administration want a strong or weak dollar? That’s a question investors are asking as Bessent prepares to face Washington lawmakers https://t.co/C22uzNOOMY

— Bloomberg Markets (@markets) January 16, 2025

 

Trump's pick for Treasury has specialized in betting against incompetent governments. Interesting choice (via @opinion) https://t.co/x8f3TLcWmg

— Bloomberg Economics (@economics) January 11, 2025

 

Tesla boycott is gaining momentum in Germany due to Elon Musk's meddling in politics https://t.co/OsGgoyWEEi by @fredericlambert

— Electrek.co (@ElectrekCo) January 16, 2025

 

Get up to speed on what's moving global markets https://t.co/LdG0EKCaUx

— Bloomberg Middle East (@middleeast) January 16, 2025

 

 

'트럼프'가 지명한 헤지펀드 키스퀘어그룹 창업자이자 영국 파운드화 '공매도'로 널리 알려진 Scott Bessent가 인사 청문회에서 정부 지출 '감축', 관세, 감세를 지지했습니다. 기축통화로서의 '달러 지위' 유지(강달러)를 '강조'(비트코인·'위안화' 공매도 : '테슬라'·K-배터리 목표 주가 하향)했습니다.

 

Scott Bessent, Donald Trump’s nominee for Treasury secretary, says he supports dialing up the sanctions on the Russian oil industry to end the war in Ukraine https://t.co/lkHPxBGdFV

— Bloomberg Economics (@economics) January 16, 2025

 

Trump's Treasury chief pick, Scott Bessent, is widely expected to win confirmation in the Republican-controlled Senate. Here are among the top things to watch for in the session. https://t.co/XaPZZMQPNp

— Bloomberg Asia (@BloombergAsia) January 16, 2025

 

China’s BYD will launch three electric passenger cars in South Korea this year, with an aggressive pricing strategy that it hopes will win market share from legacy local brands Hyundai and Kia https://t.co/aCWCA276nJ

— Bloomberg Technology (@technology) January 16, 2025

 

Here’s the latest news and analysis on the oil market https://t.co/ExkLe7XOrL

— Bloomberg Middle East (@middleeast) January 16, 2025

 

 

러시아 석유 생산업체에 대한 더 엄격한 제재와 '탄소집약도'에 기반한 잠재적 수수료나 관세를 고려할 의향을 보였습니다. Bessent가 인준될 경우, '트럼프'의 경제팀의 핵심 일원이 되어 연말에 만료될 예정인 '수조 달러' 규모의 감세 연장을 옹호할 것입니다.

 

South Korea’s unemployment rate rose to the highest level in more than three years, offering evidence of an economy shaken by a martial-law row and a deadly airline crash https://t.co/FEN4NQbEoU

— Bloomberg Economics (@economics) January 15, 2025

 

Donald Trump’s inauguration promises to usher in an era of upheaval in global commerce, forcing governments around the world to scramble in preparation for a tariff onslaught even before he’s back in the White House https://t.co/f6rwX6TOi1

— Bloomberg (@business) January 15, 2025

 

트럼프 2기 행정부 출범과 윤석열 대통령 탄핵 등 한국의 정치적 혼란이 맞물리면서 단기적으로 미한동맹 관계가 정치와 경제 모두에서 불확실성이 커질 것으로 보입니다. https://t.co/ei9doWLcjk

— VOA 한국어 (@voakorea) January 16, 2025

 

Here's what you need to know to start your day https://t.co/0nIpfkSxF9

— Bloomberg Asia (@BloombergAsia) January 16, 2025

 

 

'감세'를 하려면 세수를 채워야 하니 국채를 발행해야 하는데 채권금리가 10년물이 4.62%로 높아 채권 수익률이 낮아 입찰률이 저조합니다. 세수를 채워야 하니 '트럼프'는 복귀 즉시 대외수입청(External Revenue Service)을 신설해서 (주로 '무역 흑자국'에 '집중 관세'를 통한)"관세"로 매울 것을 시사했습니다.

 

Treasury Secretary nominee Scott Bessent warned that the US faces an economic crisis that will hammer middle- and working-class people if the 2017 Republican tax cuts aren’t extended https://t.co/XBaLkKy3sy

— Bloomberg Economics (@economics) January 16, 2025

 

President-elect Donald Trump will face considerable logistical and financial hurdles if he attempts to sharply increase the number of people arrested, jailed and removed from the country by ICE. https://t.co/B7WJrLn9Q3

— The Washington Post (@washingtonpost) January 16, 2025

 

Wall Street’s biggest banks paid investors $100 billion in the form of dividends and buybacks: Here’s your Evening Briefing https://t.co/gNWbAl6Ci4

— Bloomberg Energy (@BloombergNRG) January 16, 2025

 

今日必读
🏛联储理事称上半年或降息
🕰拜登任内TikTok封杀难生效
🏡万科据报或面临接管改组

获取免费中文电子报《彭博财经早茶》，洞悉全球市场动态。
Catch up on what's moving China's markets in our free Chinese language newsletter.

点击订阅 Sign up here ⬇https://t.co/pyCM2o5XTN

— Bloomberg Asia (@BloombergAsia) January 16, 2025

 

 

WP의 기사에선 'Project 2025'에서 이민법 관련 '대량추방'의 규모를 보여주고 있습니다. 이미 미국에 정착했고 다자녀 가구가 대부분인 '히스패닉' 유권자들이 본인과 자식들의 임금을 낮출 저임금 노동자의 유입을 원치를 않아 이민법도 강행할 것을 보입니다. 이민과 DEI부터 관세와 백신에 대한 회의론까지 '광란'의 2025년이 될 것이라는 심각한 우려가 나옵니다.

 

Why @kofinas argues the dollar is the most decentralized currency in the world: "There are huge network effects associated with the dollar." pic.twitter.com/tTZOXbtA96

— Yahoo Finance (@YahooFinance) January 16, 2025

 

South Korea defies expectations for an interest-rate cut, but the easing cycle is not over at all, its central bank chief says https://t.co/NAcF1Ychai

— Sam Kim (@samkimreports) January 16, 2025

 

Almost three quarters of Bank of Japan watchers predict an interest rate hike next week according to the latest Bloomberg survey, reflecting a jump in expectations after Governor Kazuo Ueda said his board will be discussing the move https://t.co/fhLJ7DuGKC

— Bloomberg Markets (@markets) January 16, 2025

 

내란 수괴로 지목돼 체포된 윤석열 대통령의 변호인단에 정상명 전 검찰총장 등 거물급 인사들이 잇달아 합류하면서 몸집을 불리고 있습니다.#윤석열 #대통령 #변호인단 https://t.co/xzQsCTl1WE

— 한국일보 (@hankookilbo) January 17, 2025

 

'한국'은 경기 침체와 주로 ① 에너지 가격 상승과 ② '트럼프'(강달러) 및 ③ '정국 불안'으로 인해 이미 외환위기 수준인 환율이 원인이 돼 인플레이션이 동시에 나타나고 있습니다. '불황형 수출'에 의존하고 있으나 이미 내수 경기는 '디플레이션'이 나타났습니다. 작년 연간 취업자 수는 전년 대비 절반 이하로 감소했고 월간 취업자 수는 3년 10개월 만에 하락 전환하며 '침체기'에 빠져든 모습을 보였습니다.

 

Could an OpenAI IPO create the next hot meme stock? How will China respond in its tech war with the US? In a new e-book, @Breakingviews columnists present their predictions for 2025. Access it here: https://t.co/YMwU2icxh3 pic.twitter.com/f02upX2SD7

— Reuters (@Reuters) January 11, 2025

 

OpenAI is emphasizing China in a pitch to policymakers as Trump returns to the White House. https://t.co/jVLPrJDAbz

— Bloomberg Technology (@technology) January 13, 2025

 

Biden's $635M good-bye, Trump's DOT pick will investigate Tesla, and a look ahead https://t.co/fHJSqxaYv4 by @volvojo1

— Electrek.co (@ElectrekCo) January 15, 2025

 

Plus, Trump's Department of Transportation pick wants EVs to pay their fair share, and America's dealer lobby targets direct sales.https://t.co/gHuwa5C62g

— InsideEVs (@InsideEVs) January 16, 2025

 

 

김건희 "오빠"가 '외환죄'를 저지른 '우크라이나' 가스관을 경유한 '러시아'산 천연가스 공급이 '중단'되고 '겨울 한파'가 이어지면서 '천연가스'(LNG)가격이 '짭짤'해져 상승폭을 '확대'하고 있습니다. AI에 필요한 ★'전력 수요'★가 급증하는 가운데, '트럼프'가 에너지 장관으로 지명한 '석유 재벌'이자 '셰일 가스' CEO Chris Wright는 '소형원전'(SMR)과 '천연가스' 시설을 늘릴 것이라고 말하였습니다.

 

A lot has changed since the last trade war between China and the US https://t.co/3u4EhcZkMo

— Bloomberg Markets (@markets) January 16, 2025

 

JUST IN: China's economy grew 5% in 2024, turbocharged by a strong fourth quarter.

Follow our live blog for the latest news and analysis as more key economic data gets released ⤵️ https://t.co/VT3Wmno48i

— Bloomberg Economics (@economics) January 17, 2025

 

China’s economic expansion met the government’s annual target last year as recent stimulus measures bolstered growth in the final months of 2024 https://t.co/OW3bScz69e

— Bloomberg (@business) January 17, 2025

 

China’s quest to feed itself has taken it as far as Kenya’s macadamia nut groves and Bolivia’s cattle ranches, as part of a quest to diversify food sources away from the US and its allies https://t.co/BPEYll5a3A

— Bloomberg Asia (@BloombergAsia) January 17, 2025

 

헤지펀드, 트레이더들은 위안화 공매도로 수익을 내면서 중국 당국의 경기부양책을 촉진하고 있고 골드만삭스 등 IB들은 중국 자산시장에 베팅을 하고 있습니다. 위안화 가치가 하락하면 알리·테무가 보여준 가격 경쟁력이 올라 8단계 '방패전략'으로 '트럼프'에 대비를 하고 있는 중국의 수출 상품과 세계 최고 수준의 기술과 점유율을 차지하고 있는 '전기차·배터리' 수출 경쟁력이 높아집니다.

 

⚡#China GDP data:
Q4 GDP 5.4% y/y [Est.+5.0%]
2024 GDP 5.0% y/y [Prev.+5.2%]
1️⃣Dec retail sales 3.7% y/y [Est.3.5%]
2️⃣Dec industrial growth 6.2% y/y [Est.5.4%]
3️⃣Jan-Dec fixed asset investment 3.2% y/y [Est.3.3%]
Dec Unemployment 5.1% [Prev. 5.0%]https://t.co/TQdKwgb07W
1/… pic.twitter.com/wd8iAs9hVU

— CN Wire (@Sino_Market) January 17, 2025

 

China’s population shrank for the third straight year in 2024, underscoring a lingering long-term risk for the economy https://t.co/M2HyXLBe9c

— Bloomberg Markets (@markets) January 17, 2025

 

China’s decline in home prices abated for a fourth month in December, reflecting signs of market stabilization after the government’s latest stimulus blitz https://t.co/enEj7U0gDR

— Bloomberg Economics (@economics) January 17, 2025

 

China is reporting its 2024 GDP and other key economic data. Follow our live blog for the latest news and analysis https://t.co/H04rRrXcPd

— Bloomberg Markets (@markets) January 17, 2025

 

 

17일 중국 국가통계국은 중국의 2024년 GDP 성장률이 5.4%로 집계됐다고 발표했습니다. 블룸버그 통신, 로이터 통신 등이 집계한 시장 전망치 중간값 4.9%를 '크게 상회'하는 수준입니다. 부동산 침체로 인한 '내수 부족'에도 수출이 주도한 것으로 해석됩니다. 2년 만에 최고치를 기록한 중국의 12월 대미 수출은 '트럼프' 복귀를 앞두고 미국에서 관세 우려에 '미국 수입업체'들이 무역 적자의 일부를 주도했습니다.

 

Trump Treasury Pick Says China’s Economy Is in Recession https://t.co/LB86npHW8n

— Bloomberg Economics (@economics) January 16, 2025

 

Sri Lankan President Anura Kumara Dissanayake attracted investments from China on his first visit to Beijing since being elected in September https://t.co/sZFZUYoQq6

— Bloomberg Asia (@BloombergAsia) January 16, 2025

 

I am happy to share: my interactive tracker that visualizes China's overseas airport investment is now live @CFR_org 🛬✈️ Plz use "filter" on the map to play with it. Many thanks to my colleagues for their help! You can request data from me FOR FREE! 🆓 https://t.co/FR3yZPdHme

— Zongyuan Zoe Liu (@ZongyuanZoeLiu) January 16, 2025

 

China will start an investigation into the potentially illegal dumping of mature or legacy chips by US firms, one of Beijing’s strongest retaliatory moves so far against American technology sanctions https://t.co/FnXn4HrmMI

— Bloomberg Technology (@technology) January 16, 2025

 

 

이런 가운데, '윤석열' 사태에 국격이 돋아 대외 신뢰도가 급감하면서 이미 외환위기 수준이라 국민연금은 달러 매도로 환율 방어를 하고 있습니다. 달러-원 환율은 '트럼프'의 관세에 경제가 압박을 받아 원화 가치 하락으로 더 오를 것으로 보입니다. 만약 BOJ가 1월에 금리인상을 단행하면, 엔-캐리 트레이딩 청산이 '증시'에 영향을 미칠 것입니다.

 

US Trade Representative’s office concludes that Chinese subsidies unfairly benefit the nation’s shipbuilding industry and harm American competitors, a decision that likely sets the stage for tariffs https://t.co/OvEcGUsQpH

— Bloomberg Economics (@economics) January 17, 2025

 

Not much inflation here: The cost of imports are barely rising ahead of Trump taking office https://t.co/50BT9suCfm

— MarketWatch (@MarketWatch) January 17, 2025

 

A Guide to How Immigration Affects the US Economy https://t.co/p1Rt556uHL

— Bloomberg Economics (@economics) January 15, 2025

 

In the span of just a couple of days, swap market traders raised their bets to near certainty of an interest-rate hike by the Bank of Japan at its next meeting https://t.co/ofzrLla4AH

— Bloomberg Economics (@economics) January 17, 2025

 

미국 대선 내내 '미친새끼' 마냥 설처대서 '유가'(달러·채권금리)를 튀겨 놓은 트핵관('트럼프' 핵심 관계자) 이스라엘 네타냐후가 팔레스타인 무장정파 하마스와의 인질 석방·휴전 협상이 타결됐다고 17일(현지시간) 밝혔습니다. AFP 통신 등에 따르면 총리실은 이날 오후 정치·안보 '극우 연정'의 반발로 연기 됐던 '내각' 소집을 '지시했다'고 말했습니다.

 

South Korea is considering buying more oil and gas from the US to diversify its energy sources and also potentially head off the threat of President-elect Donald Trump’s proposed tariffs https://t.co/4aALvbxrNz

— Bloomberg Economics (@economics) January 16, 2025

 

War is the top worry wracking the nerves of risk experts surveyed by the World Economic Forum, despite incoming US President Donald Trump’s vow to end hostilities in Ukraine https://t.co/rmYmozNH1W

— Bloomberg Markets (@markets) January 15, 2025

 

US homebuilders grew less upbeat this month about sales prospects as surging mortgage rates risk spooking buyers. https://t.co/22UhbcdHZk

— Bloomberg Economics (@economics) January 16, 2025

 

In some states, it's 'nearly impossible' to buy a home that isn't part of a homeowners association, expert says https://t.co/hE1I178n19

— CNBC (@CNBC) January 17, 2025

 

 

'트럼프'는 관세, 이민법으로 인플레이션을 '예고'했고 미국 대선을 2년 앞두고 러시아 푸틴이 저지른 '전쟁'에 김건희 "오빠"가 '외환죄'를 저지른 '우크라이나' 사태는 '트럼프'가 "상황이 복잡해졌다."라고 사실상 포기를 했습니다. 무려 4.25~4.50%로 '채권 수익률'과 맞먹는 연방준비제도(Fed·연준) '금리'는 인하 재료를 눈을 씻고 '찾아봐'도 보이질 않고 있습니다.

 

US consumers said they see higher inflation over the next few years than previously thought, a monthly Federal Reserve Bank of New York survey showed https://t.co/T37cXJ3IhN

— Bloomberg Economics (@economics) January 13, 2025

 

The average price of a dozen eggs in the US has moved from $2.51 up to $4.15 over the last year, a 65% increase.https://t.co/l5IYmkf6Ih pic.twitter.com/na423UdO5U

— Charlie Bilello (@charliebilello) January 15, 2025

 

Another day, another CPI report, and another shift in how economists and the markets think inflation progress is actually going in the US and what the Fed will do next https://t.co/tzlN0lg5ph

— Bloomberg Economics (@economics) January 16, 2025

 

Iowa’s unemployment trust fund is full, a sign that the state should cut unemployment tax payments by half and save businesses nearly $1 billion, Republican Gov. Kim Reynolds said. https://t.co/coeowqkB21

— Bloomberg Tax (@tax) January 15, 2025

 

The incoming Trump administration has set a relatively easy goal of 3% GDP growth. Making it sustainable is harder, requiring policy tweaks in six areas, says @ernietedeschi (via @opinion) https://t.co/5XWFVWEnrM

— Bloomberg Economics (@economics) January 11, 2025

 

필라델피아 연방준비은행(연은) 관할 지역의 1월 제조업 활동지수가 44.3으로 시장 예상치 -5를 까마득히 넘어선 55.2p '폭등'한 것으로 나타났습니다. 애틀랜타 연은의 GDP 나우(now)는 4분기 성장률을 전기대비 연율 환산 기준 '3.0%'로 제시했습니다. "'고용'은 뜨겁고 경제는 훨훨 날고 '문제'는 물가"였던 지난 3년이 '트럼프'의 관세, 이민법이 인플레이션('금리·환율')을 압박할 것이라는 해석이 나옵니다.

 

US retail sales broadly advanced in December, indicating strong consumer demand to wrap up the holiday season. https://t.co/jWTb6Xj3eT

— Bloomberg Economics (@economics) January 16, 2025

 

The US Treasury market is leading a reset higher in borrowing costs, with potentially wide-ranging consequences. https://t.co/RI8RmbUfrx

— Bloomberg (@business) January 13, 2025

 

The Interest Expense on US National Debt rose to a record $1.15 trillion last year, an increase of 97% over the past 3 years. The US Government now spends more money on interest than it does on National Defense.https://t.co/l5IYmkf6Ih pic.twitter.com/WPYhNWDThi

— Charlie Bilello (@charliebilello) January 14, 2025

 

A fresh read on US consumer prices Wednesday stands to push already elevated US government bond yields even higher — beyond crucial 5% thresholds https://t.co/Oza6UTlabE

— Bloomberg Economics (@economics) January 15, 2025

 

Plus, U.S. chip restrictions threaten Nvidia's partnership with China's automakers and Biden rushes $635 Million in charging grants.https://t.co/iCjMLC4pj3

— InsideEVs (@InsideEVs) January 14, 2025

 

12월 미국 '소매판매' 결과에 대해 월가 전문가들은 대체로 시장 예상치를 밑돌긴 했으나 끈적한(견고한) 흐름을 이어갔다고 '평가'했습니다. 자동차 판매는 "'전기차'에 대한 세액공제를 종료하겠다"는 '트럼프'의 언급과 조 바이든 행정부에서 지급한 제조업체 인센티브에 힘입어 0.7% 증가한 것으로 나타났습니다.

 

Investors in the $13-trillion high-grade corporate bond market are zooming in on an unprecedented divergence between expected US and European monetary policy paths https://t.co/xplq8iNqPg

— Bloomberg Asia (@BloombergAsia) January 14, 2025

 

The 60/40 portfolio will see real gains of 3.5% in the years ahead, as the classic investing approach is set to benefit from rising bond-market returns, says quant giant AQR https://t.co/DCxQhQW5nx

— Bloomberg Economics (@economics) January 17, 2025

 

The regional-banking crisis in 2023 helped spur an $803 million wave of municipal-bond issuance by elite US private schools last year, the most since 2008 https://t.co/b4yD55qCMp

— Bloomberg Economics (@economics) January 13, 2025

 

President Joe Biden is canceling $600 million in student loans, the final round of relief https://t.co/JXKMqrrpHN

— Bloomberg Politics (@bpolitics) January 17, 2025

 

The dollar's smile can change the world for Donald Trump, says @johnauthers. But it looks more like a frown to other countries https://t.co/SeJfcpzgoT

— Bloomberg (@business) January 17, 2025

 

미 달러화는 시장 전망치를 밑돈 미국의 지난해 12월 소매 판매에도 급락 후 곧바로 반등했고 엔화는 BOJ의 1월 금리 인상 가능성에 강세를 나타냈습니다. DXY는 '트럼프'에 반응하며 109선을 상회했습니다. HSBC 외환 리서치 글로벌 책임자인 폴 맥켈은 "'트럼프' 관세 위험이 실현되기 시작하면 달러는 더 상승할 것"이라고 '전망'했습니다.

 

▲ 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'과 '국민의힘' '감옥' 운동 중입니다.▲

 

▲'채권'과 '달러' 투자의 '정석'(定石)으로 '금리·환율' 재앙이 언론사 명예훼손 고발로 '돈 뜯어'낸 '새 대가리'(birdbrain) 공화당 '성폭행범' '중국' '관세'맨 ★'트럼프'★와 '주댕이'를 가만 두질 않는 '미국'판 김건희, '친중' '테슬라'(TSLA) ★'일론 머스크'★ '탄핵' 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.