윤석열·국민의힘이 연준 금리에 미친 영향

“The backers of Trump’s agenda will say that you can’t think of tariffs just in terms of inflation,” says @JonathanJLevin.

“But if we’re just talking about prices, it’s going to have an impact at the worst possible time for the inflation battle.”https://t.co/SvCgjV5JoE

— Bloomberg Opinion (@opinion) January 17, 2025

 

Republicans expect inflation to fall to 0.1% next year. That’s a daunting target for the new Trump administration.

Join columnists @JonathanJLevin, @johnauthers and @CandyZach7 for a Live Q&A: Wednesday, 1:00 p.m. EST 🎙️https://t.co/60IMubjfGf

— Bloomberg Opinion (@opinion) January 21, 2025

 

 

'코로나 19' 유동성 회수가 끝나지 않았는데 미국 대선을 2년 앞두고 러시아 푸틴이 침공한 우크라이나 전쟁에 에너지, 물류비가 미국 GDP의 70%를 차지하는 인플레이션에 반영됐고 이를 낮추고자 연방준비제도(Fed·연준) 공격적인 금리인상이 있었죠. 일부 경제학자들은 고물가가 '2028년', 고금리는 2026년까지 지속될 것으로 보고 있습니다.

 

Tesla's trillion-dollar stock market valuation may sound like a win. But here's another metric that paints a far less rosy picture.https://t.co/yiqkYNBYxw

— InsideEVs (@InsideEVs) January 21, 2025

 

Donald Trump’s tariff threats stand to hurt American economic interests because they would disturb automotive supply chains where the US is strong, says the head of GM’s Canadian unit https://t.co/EwqKKJwoiL

— Bloomberg Economics (@economics) January 20, 2025

 

Less than a day after exiting bullish dollar option trades, some leveraged funds found themselves back in them after Trump updated his tariff stance https://t.co/wvFLhDN3Zr

— Bloomberg (@business) January 21, 2025

 

"Canada, Mexico, 25% tariff — it's not a good idea," Suntory Holdings CEO Takeshi Niinami tells @BrianSozzi, adding that a proposed 100% tariff on China is "not realistic." pic.twitter.com/mKX76bSKrg

— Yahoo Finance (@YahooFinance) January 21, 2025

 

 

유동성 회수가 아직 끝나지 않았는데 Fed는 금리인하를 단행했고 '트럼프'는 복귀 첫날부터 인플레이션을 리바운드 시킬 '관세, 이민법' 등에 관한 행정명령에 무더기로 서명을 했습니다. 중동 사태가 소강 상태로 접어든 가운데, Fed가 금리를 낮추기 위해서는 인플레이션이 낮춰져야 하고 우크라이나 사태 또한 해결이 돼야 하는데 '트럼프'가 복귀한지 24시간이 지났습니다.

 

The cost to hire an oil supertanker on key routes to China has doubled since the US imposed sanctions on Russia, showing the extent to which the move has upended the global shipping market https://t.co/1JF3cus7Cw

— Bloomberg Middle East (@middleeast) January 20, 2025

 

Russia spent almost a quarter of the national wealth fund’s available reserves last year to keep the economy on a war footing and finance its invasion of Ukraine https://t.co/6WzIxUrpkN

— Bloomberg Economics (@economics) January 19, 2025

 

Russia’s budget revenue rose to a record high last month even after the US targeted the banking sector with a new round of sanctions https://t.co/sRrTRRhMKT

— Bloomberg Economics (@economics) January 21, 2025

 

Russia's seaborne crude exports are showing the first signs that US sanctions are having an impact on flows, with four-week average shipments remaining a little below 3 million barrels a day for a fourth week, writes @JLeeEnergy https://t.co/8zjpev4AnY

— Bloomberg Economics (@economics) January 21, 2025

 

이 문제가 난해한 이유는 '우크라이나' 젤렌스키 대통령은 나토(NATO) 가입 또는 외국군 주둔을 원하지만 '트럼프'가 방위비 분담금 5% 증액으로 압박하고 있는 나토 '회원국 32국'의 '합의'에 관한 입장 차이가 있습니다. '트럼프' 못지 않은 강경파 러시아 푸틴의 '야욕'이 우크라이나에서 그칠 것이라는 것을 보증할 장치도 없습니다.

 

따라서 중국의 역할이 중요하기 때문에 '트럼프'는 대중 초강경파를 대거 채용하고 관세로 압박을 해왔죠. 중국은 미국의 제재로 활로가 막힌 러시아산 가스, 원유를 저가에 매입하는 대신에 은행들이 '대출'을 해주는 등 사실상 우크라이나 전쟁 지원을 하고 있는 상황입니다.

 

One day into his second term in office, President Donald Trump has signed a slew of executive actions.

Several of the actions are about immigration. Trump signed a national emergency declaration on the U.S.-Mexico border that allows the administration to send U.S. troops to… pic.twitter.com/ricxbxBSIO

— PBS News (@NewsHour) January 21, 2025

 

The Bank of Japan will likely raise rates this week if markets remain calm following the inauguration of Donald Trump as the 47th president of the United States. https://t.co/L3VJdkiCth

— The Japan Times (@japantimes) January 21, 2025

 

The start of Donald Trump’s presidency is set to unleash even more volatility in Asian markets after his tariff threats have already wreaked havoc on the region’s stocks and currencies https://t.co/0hOsj6bnFr

— Bloomberg Markets (@markets) January 19, 2025

 

The Philippines says it’s taking more steps to lower rice prices, which officials said have remained high despite hefty tariff cuts, sufficient supply and lower costs in the global market https://t.co/kiIoRN5rUm

— Bloomberg Economics (@economics) January 19, 2025

 

 

 

이스라엘 네타냐후가 미국을 중동으로 끌어들였듯이 '윤석열'이 저지른 게 연평도 K-9 소총무장, NLL과 휴전선 인근에서 K-9 자주포 실사격, 무인기 침투 및 원점 타격 지시로 미국을 한반도에 끌어들여 전쟁을 유발(외환죄)해서 12.3 불법 비상계엄(내란죄)을 선포하려던 것이었습니다.

 

From Trump 2.0 to the AI revolution, here’s (almost) everything Wall Street expects in 2025 https://t.co/fm3SFNSUUO

— Bloomberg (@business) January 2, 2025

 

Chinese corporations, academic institutions, and other emerging companies are investing substantial financial resources in producing high-quality research and patents related to AI. https://t.co/xZeHOkrK9Z

— The Diplomat (@Diplomat_APAC) January 3, 2025

 

AI helps find missing relatives at world's largest gathering
Authorities overseeing Maha Kumbh Mela, where some 450M devotees are expected to visit over six weeks, use AI & facial recognition to reunite families@business @technology @BatraSupriya https://t.co/BIhYKHopZv#AI pic.twitter.com/QChHicAkQW

— Saritha Rai (@SarithaRai) January 15, 2025

 

Fewer births are remaking the world we live in, says @johnauthers. Rich countries are going to need AI and Africa https://t.co/P8BsZW5F1q

— Bloomberg Africa (@BloombergAfrica) January 15, 2025

 

북한은 '윤석열'이 취임하기 전부터 임기 내내 수차례 미사일 도발로 '윤석열'이 핵무장을 추진하고 있음을 암시했죠. '윤석열'은 임기 내내 미국과의 관계에서 '핵공유'를 강조해왔습니다. 그 이유는 핵보유국 북한과 전쟁을 했을 때 '핵무장'을 하고 있어야만, 북한이 핵을 쓸 수가 없고 장기전을 치를 경제 여건이 되질 않아 '단기전'을 말해왔던 북한과의 전쟁에서 승산이 나오기 때문입니다. 

 

Sluggish manufacturing. Excess capacity. The tariff threat. @tomwblack explores the reasons why the freight market is still in a slump https://t.co/qPgE8LejGV via @opinion

— Bloomberg (@business) January 17, 2025

 

Can Taiwan rely on Trump’s support to avoid an invasion from China? @Karishmajourno explains how Taipei must rethink its defense 🎥 pic.twitter.com/LfGeKDAGBB

— Bloomberg Opinion (@opinion) January 21, 2025

 

Chinese Vice Premier Ding Xuexiang says China will import more products, hours after US President Donald Trump left the economy out of countries he’s looking to hit with tariffs imminently https://t.co/5dkWqSOmWK

— Bloomberg Economics (@economics) January 21, 2025

 

Chinese President Xi Jinping hailed ties with Russia during a video call with Vladimir Putin as he urged deeper cooperation a day after Donald Trump’s inauguration as US president https://t.co/niPKDrfJz6

— Bloomberg Economics (@economics) January 21, 2025

 

결국은 우크라이나 전쟁의 '중재자'는 세계 경제 2위 대국 중국의 시진핑 주석이라는 결론이 나오지만, 미국인들은 중국이 불과 '5년 후' 미국을 추월할 것이라는 인식이 지배적이고 중국 견제를 해야하는 상황입니다. 즉, '트럼프'의 24시간 안 전쟁 종식 호언장담은 애초에 불가능 했으며, 실제로 '트럼프'는 복귀식에서 우크라이나 사태를 언급하지 않았습니다.

 

The energy market is no longer a constraint on American foreign policy in the Middle East as US reliance on Saudi oil nears its endgame, writes @JavierBlas #OOTT https://t.co/7H8QnH6v0w

— Bloomberg Opinion (@opinion) January 13, 2025

 

Saudi Arabia’s main oil and mining companies are forming a joint venture to produce lithium, as the kingdom pursues a bigger role in mining https://t.co/4Mu4EkjqD4

— Bloomberg Asia (@BloombergAsia) January 15, 2025

 

Jared Kushner doubles down on his Gulf ties, Abu Dhabi Investment Authority is deepening its hedge fund push and Saudi listings are grabbing the spotlight. Read the Mideast Money newsletter https://t.co/GMBFcv60Wi

— Bloomberg Economics (@economics) January 20, 2025

 

US President Donald Trump has a plan to refill the country's Strategic Petroleum Reserve "right to the top." Here's what to know https://t.co/ZGz1pUHvai

— Bloomberg Africa (@BloombergAfrica) January 21, 2025

 

 

'트럼프'는 '관세, 이민법' 뿐만 아니라 '그린 뉴딜 정책을 폐기'(전기차·배터리)했고 '코로나 19'에 대응을 문제 삼아 '세계보건기구'(WHO)를 탈퇴했고 파리 '기후협정'에서 '재탈퇴'를 했습니다. 유가를 기록적으로 낮춘데 공헌했던 '셰일 오일'(가스·석유) 시추로 에너지 가격을 '낮출 것'이라 말할 만큼 '이 문제'에 민감하게 반응을 하고 있습니다.

 

The Bank of Korea cut its growth forecast for this year on the political turmoil triggered by President Yoon’s short-lived martial law declaration and the potential impact of Donald Trump’s policies on trade https://t.co/77zjsrlH1i

— Bloomberg Economics (@economics) January 20, 2025

 

That the provocations exchanged between the Koreas – leaflets, balloons, and noise – were of relatively low intensity should give no one a sense of security. https://t.co/rmoCyfHpXc pic.twitter.com/ZM5W6XX4jC

— The Diplomat (@Diplomat_APAC) January 21, 2025

 

"How's Kim Jong Un doing?" Trump asks first question to US troops stationed in South Korea; netizens can't stop laughinghttps://t.co/fXMPgCP6V9

— Economic Times (@EconomicTimes) January 21, 2025

 

 

그 대신 '트럼프'는 '윤석열'이 가중시킨 러시아-북한 밀착 관계를 통해 우크라이나 파병 명분을 준 북한을 핵보유국으로 '지칭'하며 북한 김정은과 핵군축 '협상 가능성'을 시사함으로서 우크라이나-한반도 문제에서 한국을 배제할 것임을 말하였습니다.

 

▲'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'★'탄핵'과  '주댕이'를 가만 두질 않는 '미국'판 김건희, '친중' '테슬라'(TSLA) 증권 사기꾼 ★'일론 머스크'★ 감옥 운동 중입니다.▲

 

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