영럼프(UK Trump) 리스크 노출된 영국

The UK reset isn't the monster capitulation that Brexiters claim. It's a sensible first step toward a better deal for both sides (via @opinion) https://t.co/DxFcSjcMQA

— Bloomberg Economics (@economics) December 29, 2024

 

Nigel Farage says Reform UK isn’t anti-immigration and advocated a mixture of tax and spending cuts as he seeks to put a more moderate face on his insurgent party in a bid to take it from the political fringes to challenge for power https://t.co/0ciu1TEHsU

— Bloomberg UK (@BloombergUK) January 17, 2025

 

Former business secretary Vince Cable says the UK is "already in austerity," adding "we shouldn't be obsequious" to the US or China https://t.co/UAYm3siG1j pic.twitter.com/BnLXVHAAJC

— Bloomberg (@business) January 10, 2025

 

With sterling down and turbulence in the gilt market, the UK might feel like it's approaching a re-run of 2022's Liz Truss moment. But there are more differences than similarities between the two. Get The Readout with @Hariboconomics https://t.co/aDvqqp5qxW

— Bloomberg Economics (@economics) January 9, 2025

 

 

'영국'의 11월 GDP가 시장 예상치 0.2%를 하회하며 전월 대비 0.1% 증가한 것으로 나타났습니다. 전년 동월 대비로는 시장 예상치 1.3% 상승을 '하회'하며 1.0% 증가했습니다. '실망'스러웠던 11월의 0.1% 상승은 10월과 9월에 감소한 이후, 술집, 레스토랑, 건설 산업이 주도했습니다.

 

Nigel Farage's party Reform UK has surged past the official Conservative opposition in the polls. What would he do if he ever won power? https://t.co/5kI6xxYecY

— Bloomberg Economics (@economics) January 16, 2025

 

🔴 Elon Musk tweets ‘probed by UK counter-extremism unit’https://t.co/cw1wgViBmY

— The Telegraph (@Telegraph) January 10, 2025

 

The UK must think strategically about trade and investment to set the right tone with the incoming Trump administration, @elerianm says (via @opinion) https://t.co/PK9z5g90gX

— Bloomberg Economics (@economics) January 11, 2025

 

UK assets have suffered a horrendous start to the new year. Here are charts showing the scale of this week’s moves across bonds, equities and currencies https://t.co/NHUTP3lavs

— Bloomberg Economics (@economics) January 10, 2025

 

2024 ended on a mixed note for the UK housing market, according to the latest estate agent survey from RICS. On the one hand, it was better than 2023, with sales rising; on the other, the outlook depends on where rates go now. https://t.co/BeKQyVT6pi

— Bloomberg Economics (@economics) January 16, 2025

 

지난 4월부터 부채, 재정, 증세, 주택 가격이 반복적인 문제로 지적된 '영국'의 성장이 11월까지 11월까지 3개월간 성장이 정체된 것으로 밝혀짐에 따라 영국 국채(Gilts) 수익률이 상승했습니다. '영국'의 낮은 12월 CPI에도 불구하고 분석가들은 인플레이션에 대한 우려가 여전히 지속되고 있다고 말합니다.

 

A Truss sequel for gilts looks overblown right now, says @johnauthers, but the global surge in bond yields has already vaporized the UK's budget buffer https://t.co/c7TQAzO8fd via @opinion

— Bloomberg (@business) January 9, 2025

 

The incoming Trump administration is weighing a carrot-and stick approach to ending the war in Ukraine. It could either ease Russian sanctions, or ramp them up. https://t.co/BFq4RxfzLm

— Bloomberg Markets (@markets) January 17, 2025

 

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

— Bloomberg Middle East (@middleeast) January 17, 2025

 

North Korea is seeking higher-end capabilities. Designs for intercontinental ballistic missiles and re-entry vehicles, as well as submarine and satellite technology, are thought to be its wish-list https://t.co/wxPeDtJYVE 👇

— The Economist (@TheEconomist) January 17, 2025

 

Here's the latest news and analysis from the City of London and beyond https://t.co/gSKk15z8TY

— Bloomberg (@business) January 17, 2025

 

연방준비제도(Fed·연준) 금리는 인하 재료를 눈을 씻고 '찾아봐'도 보이질 않고 있고 일본은행(BoJ)은 1월 금리인상 가능성이 높아지는 가운데, '영국'의 10년물 국채금리는 1.5bp 상승해 4.730%를 기록했습니다. 이처럼 낮은 채권 수익률의 움직임은 현재의 경제 상황과 지속되는 인플레이션 우려를 '반영'하고 있습니다.

 

Economist Jim O’Neill says UK market moves have been exaggerated, but Labour still needs to convince investors its plans are sound https://t.co/pfk2fvfTYT

— Bloomberg Podcasts (@podcasts) January 16, 2025

 

More grim news for the govt

UK retail sales posted a surprise fall around Christmas

Down 0.3% in December

Economists were expecting a 0.4% increase

Via @irinaanghel12 >> https://t.co/PpsZ7JRhOD

— Alex Wickham (@alexwickham) January 17, 2025

 

The UK’s FTSE 100 hits a record high https://t.co/fHBRbPKxZf

— Bloomberg Asia (@BloombergAsia) January 17, 2025

 

The pound tumbled after weaker-than-expected UK retail sales data bolstered the case for interest-rate cuts by the Bank of England to help boost failing economic growth https://t.co/oqwRhOdc0L

— Bloomberg UK (@BloombergUK) January 17, 2025

 

UK Chancellor Rachel Reeves says regulators are preventing her government from boosting an economy that has flat-lined since Labour came to power last July https://t.co/dbJWwvqOKV

— Bloomberg UK (@BloombergUK) January 17, 2025

 

'영국' 정부 채권(Gilts) 수익률은 하락세를 보였습니다. 영란은행(BoE)의 추가 금리 인하 가능성에 대한 '기대감' 때문입니다. '영국' 트레이더들은 현재 BoE가 올해 3번의 금리 인하를 단행할 가능성을 예상하고 있습니다. (연준과 기준금리 격차가 커지기 때문에) 파운드화 역시 '하락'했습니다.

 

Russian President Vladimir Putin is due to host his Iranian counterpart, Masoud Pezeshkian, for a summit on Friday to sign a new pact, as the two countries brace for the return of US President-elect Donald Trump https://t.co/GDXLs85lnc

— Bloomberg Politics (@bpolitics) January 17, 2025

 

The European Union should end sanctions against Russia because Donald Trump’s administration is poised to usher in a “new era” from next week, said Hungarian Prime Minister Viktor Orban https://t.co/9RZsb9dXPH

— Bloomberg Markets (@markets) January 17, 2025

 

EXCLUSIVE: Keir Starmer and Emmanual Macron are discussing sending British and French soldiers to Ukraine as a peacekeeping force after any potential deal. Story👇 https://t.co/HMgLrv8jUS

— Ben Riley-Smith (@benrileysmith) January 15, 2025

 

Donald Trump and his advisers face huge decisions about what policies to pursue in a region that has been transformed since his first term. One dilemma is how much effort the president-elect wants to expend on the Middle East https://t.co/K0D0Vyb8T3 👇

— The Economist (@TheEconomist) January 17, 2025

 

 

최근 Bloomberg Markets Live Pulse 설문 조사에 따르면, 어려움을 겪고 있는 '영국' 정부는 투자자 신뢰를 회복하는 데 어려움을 겪을 것으로 예상됩니다. 이 조사는 국채와 파운드화가 최근의 하락세를 이어갈 가능성이 '높다'고 시사합니다.

 

Iain Dale: 'Would you take £1million from Elon Musk?'

Kemi Badenoch: 'We're open to donations from people that believe in our mission.'

Iain Dale: 'Would you take money from Frank Hester?'

Kemi Badenoch: 'If people apologise, we do the right thing and accept the apology.' pic.twitter.com/ZkOs8crNkn

— LBC (@LBC) January 17, 2025

 

Trump ally and Reform UK leader Nigel Farage praises Elon Musk for promoting free speech on X, while warning that the billionaire should not be seen to be dictating policy to the US Treasury Department https://t.co/mQfXIZnYSP pic.twitter.com/B4pVuE0qdn

— Bloomberg (@business) January 17, 2025

 

LG CNS is poised to price its IPO at the top of its marketed range, sources say, putting the deal on course to raise $823 million and become South Korea’s biggest listing in three years https://t.co/4Xrrm1W143

— Bloomberg Markets (@markets) January 16, 2025

 

Samsung Electronics has decided to pay part of executives’ bonuses in stock rather than cash for the first time, linking pay to share performance at a time the company is struggling with chipmaking https://t.co/rcuLg3aeqg

— Bloomberg Technology (@technology) January 17, 2025

 

China met its goal of 5% growth for last year, helped by companies frontloading exports before Donald Trump enters the White House: Here is your Evening Briefing. https://t.co/Cno4jmCSWa

— Bloomberg Asia (@BloombergAsia) January 17, 2025

 

아시아 증시는 '트럼프' 복귀를 앞두고 '혼조세'를 나타냈습니다. '일본'과 '한국' 증시는 '트럼프' 경계감이 높아졌고 달러-원 환율은 '상승 반전'을 했습니다. '중국' 증시는 지난해 GDP 성장률이 목표를 달성하자 장중 상승 전환 후 마감했습니다. '트럼프'에 관해 "관세, 이민법과 정책 우려"가 '공통'되게 지적되고 있습니다.

 

Governments around the world are scrambling to prepare for Donald Trump’s tariff onslaught https://t.co/wndEbw9ElZ

— Bloomberg Markets (@markets) January 15, 2025

 

Canada’s draft plan to retaliate against US tariffs may roll out in stages, with the government preparing to hit all American steel and aluminum products with counter-tariffs if necessary https://t.co/eWVrqn8qBZ

— Bloomberg Economics (@economics) January 16, 2025

 

Tesla sales fall, Honda brings back ASIMO, and a bunch of stuff from CES2025 https://t.co/ft0vIOhqwj by @volvojo1

— Electrek.co (@ElectrekCo) January 10, 2025

 

Suzuki Motor’s India unit, BYD and VinFast are among carmakers gearing to showcase their new EVs in New Delhi where Tesla is conspicuous by its absence https://t.co/RGTQwviqdt

— Bloomberg Technology (@technology) January 16, 2025

 

 

'트럼프' 골 때리는 게 '한국'을 예로 들면 에너지 가격과 달러-환율(수입 원자재)이 반영되는 인플레이션은 여전한데 내수는 망했고 마진율이 낮아지니 'LG 이노텍'처럼 영업이익이 감소합니다. '트럼프'와 '스콧 베센트'가 예고한 위안화 환율이 낮으면 수출 경쟁력이 높아지는 중국과 경쟁을 해야합니다. 금리 인하를 하면 이 상황이 더 악화되는데 관세, 이민법(노동자 '대량 추방')으로 미국 인플레이션이 불가피하니 '연준 셈법'도 복잡해졌습니다. 

 

 

▲ 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.