못 살겠다 트럼프, 금리인하 언제하냐?

US consumer confidence unexpectedly fell in January to a four-month low on less optimism about the labor market and the outlook for the broader economy https://t.co/ohOrYfyVyU

— Bloomberg Economics (@economics) January 28, 2025

 

US home-price gains picked up pace in November as buyers remained on the hunt for properties even in the face of higher borrowing costs https://t.co/C65sMN1IE2

— Bloomberg Economics (@economics) January 28, 2025

 

New York City’s two subway stations with the highest number of violent crimes are along the popular 4/5/6 lines that run down Lexington Avenue https://t.co/ij1GRSy7kz

— Bloomberg CityLab (@CityLab) January 28, 2025

 

 

'트럼프'는 복귀 후 인플레이션(금리)에 관해 말을 하지 않고 있습니다. 미국 '소비자'들은 '트럼프'가 인플레이션을 낮출 것이라 '기대'하고 있는데, 대선 때야 인플레이션을 언급하는 게 도움이 됐지만 복귀 후 말을 하는 것은 '트럼프' 지지율에 도움이 되질 않습니다.

 

By defying congressional appropriations, President Trump has set up a major challenge to the separation of powers in Washington. Here's what to know https://t.co/ssylP9Q8Od

— Bloomberg Economics (@economics) January 28, 2025

 

US Core Capital Goods Orders Increase by More Than Forecast https://t.co/o4jdvoONyQ

— Bloomberg Economics (@economics) January 28, 2025

 

Denmark’s defense minister wants to raise the Nordic country’s total military spending to more than 500 billion kroner ($70 billion) through 2033 as it seeks to ramp up investment in security in the Arctic region https://t.co/6yLxrOGbd4

— Bloomberg Economics (@economics) January 23, 2025

 

Denmark’s unwanted fight with Donald Trump https://t.co/i6r1fyqgl8 via @sanne_wass pic.twitter.com/gq5ibohCOE

— Zoe Schneeweiss (@ZSchneeweiss) January 11, 2025

 

 

'덴마크'가 북극 '방산'에 '3조 원'을 투입하게 만든 '트럼프'는 '에너지 가격'과 물류비(공급망 병목현상)를 낮출 종전(終戰)을 말합니다. '트럼프'의 3대 정책을 꼽으라면 "관세, 감세, 이민법"입니다. 관세를 부과한 만큼 가격을 낮추거나 미국 내에 공장을 지으면 감세를 해주겠다는 뜻입니다.

 

Fed officials have said very little about the future of the unwind of assets or their plans for the balance sheet once the runoff has concluded. Now they are under pressure to provide more insights https://t.co/VloNs1u7bb

— Bloomberg Economics (@economics) January 28, 2025

 

Elon Musk has initiated conversations about using blockchain technology at the new Department of Government Efficiency.

Bloomberg's Olga Kharif has more on what to expect https://t.co/8NcR8TfkGd pic.twitter.com/QQBHrLk1Ty

— Bloomberg Crypto (@crypto) January 28, 2025

 

How Visa and other fintech stocks can get a boost from AI https://t.co/ZKkJw2FWnf

— MarketWatch (@MarketWatch) January 24, 2025

 

US Securities and Exchange Commission staff repealed accounting guidance the crypto industry has said squashed its ability to work with banks.

Bloomberg's James Seyffart has the story https://t.co/Usj3IEWVDP pic.twitter.com/DAZX5zvR3p

— Bloomberg Crypto (@crypto) January 28, 2025

 

 

감세를 하려면 국채를 발행해야 하는데 국채금리가 높아 국채 입찰율이 저조했는데, '트럼프'의 관세와 '딥시크 충격'이 뉴욕증시를 강타하면서 '채권시장'으로 '안전자산 선호' 심리가 나타나면서 견조한 '국채 입찰률'이 나타났습니다. '트럼프'의 관세 위협에 '강달러'로 '되돌림 현상'이 나타나고 있는데, 달러-환율만큼 싸게 수입하겠다는 뜻이죠.

 

Trump's chaotic pause of federal grants https://t.co/4LMMELxEzM

— Post Politics (@postpolitics) January 28, 2025

 

Donald Trump’s administration rushed to clarify a memo pausing federal grants, loans and financial assistance, saying that the instructions were not intended as an "across-the-board" freeze https://t.co/zAq2PTYnZK

— Bloomberg Economics (@economics) January 28, 2025

 

Conservatives are using proxy votes to pressure US companies to reconsider their DEI efforts. How does it work? https://t.co/ALcxWAWtMi

— Bloomberg Economics (@economics) January 28, 2025

 

Climate change has worsened dry conditions in LA and lengthened its fire season, which made the devastating blazes there 35% more likely to occur, scientists say https://t.co/inTANv4hiK

— Bloomberg Politics (@bpolitics) January 29, 2025

 

 

종합하면 "관세, 달러-환율 차이 만큼 가격을 낮추거나 미국에 공장을 짓거나 수출하지 말라."면서 무역적자를 줄이겠다는 것입니다. 금일 '트럼프'는 연방정부 '보조금·대출'(대학, 주정부 지출, 비영리 단체 등) 중단을 '시켰는데', '반도체법'을 비판하며 미국에 공장을 지어도 보조금까지 주지 않는 '내용'이 포함됩니다.

 

One of Donald Trump's first executive orders aims to rename the body of water historically known as the Gulf of Mexico the “Gulf of America.” Can he do that? Here's what to know https://t.co/AikNnVx530

— Bloomberg Asia (@BloombergAsia) January 22, 2025

 

Bowing to Trump, Google Maps plans to “quickly” rename the Gulf of Mexico https://t.co/1D5xFok4BE

— Ars Technica (@arstechnica) January 28, 2025

 

On this episode of the Big Take podcast, @davidgura interviews @cafreeland, who’s calling for a proactive response to Trump’s proposed tariffs as she makes her case to be Canada’s next leader. Listen to full episodes via the link in bio https://t.co/5V8EhSutXN pic.twitter.com/hKjwKAwiGq

— Bloomberg Podcasts (@podcasts) January 28, 2025

 

As Canada’s currency weakens, fund managers are leaning into sectors that pay expenses in the local currency while collecting revenue in US dollars. That has made buying stocks in gold miners a jackpot trade. https://t.co/tQSuhW78iv

— Bloomberg Economics (@economics) January 28, 2025

 

 

"단계적 관세"('점진적 관세')를 주창한 '스콧 베센트' 미국 재무장관 '후보'가 공식 '인준'됐습니다. '광범위 관세'가 뜻하는 의미는, DeelSeek 사태가 나자 '트럼프'가 "미국 산업에 '경종'을 울려야 한다며 AI 규제를 완화해서 가격을 낮추겠다."는 와중에, 중국과 경쟁을 해야 하는 '일본'뿐만 아니라 '한국'의 주력 수출 업종인 AI·반도체, '전기차·2차전지', 제약·바이오, 방산 주 모두 '악재'라는 '평가'가 나오고 있습니다.

 

Japan PM Shigeru Ishiba’s government risks rejection of its budget if it doesn’t concede more ground to a small opposition party seeking a larger tax-free allowance, according to the party’s policy chief https://t.co/4lkq2kCkiG

— Bloomberg Economics (@economics) January 28, 2025

 

The European Union proposed imposing tariffs on the remaining agricultural products coming from Russia and Belarus that aren’t already facing duties, as well as some nitrogen-based fertilizers. https://t.co/kbs3LYvboZ

— Bloomberg Economics (@economics) January 28, 2025

 

Bernard Arnault said a wind of optimism is blowing through the US after Donald Trump’s inauguration as president, in contrast to his native France https://t.co/fGVd7yGqbq

— Bloomberg Economics (@economics) January 28, 2025

 

Japanese Prime Minister Shigeru Ishiba’s goal of getting the annual budget passed is shaping up to be a multi-billion-dollar battle for votes https://t.co/onXzNeQUGG

— Bloomberg Asia (@BloombergAsia) January 29, 2025

 

 

'트럼프'가 북한 핵보유국 지위를 인정하고 협상에 나서자, 일본 '이시바 시게루' 총리가 "북한의 핵·미사일 개발을 절대로 용인하지 못한다."면서 한국과 자체 핵무장론을 암시했습니다. '트럼프'의 방위비 증액 협상에 대응 카드는 없고 국내 정치적 이득을 얻겠다고 핵무장을 한다면 인도-태평양부터 우크라이나 전쟁까지 '복잡'하게 만들 것입니다.

 

Labour Heathrow rebels pointing to this old Starmer tweet… https://t.co/Piw6lB3jgA

— Alex Wickham (@alexwickham) January 21, 2025

 

Starmer’s ‘decade of renewal’ is already running behind schedule https://t.co/UXQCrBhRU5 via @PhilAldrick pic.twitter.com/Gh8EjIEjqe

— Zoe Schneeweiss (@ZSchneeweiss) January 18, 2025

 

Prime Minister Keir Starmer said the UK economy is starting to turn around, pledging to “strip away regulation” and the “inhibition of planning” to promote growth

He spoke after meeting business CEOs at Bloomberg’s London office https://t.co/IxBgS1QiqO pic.twitter.com/pgJiQmVHMN

— Bloomberg UK (@BloombergUK) January 28, 2025

 

 

 

더 많은 관세, 강달러뿐만 아니라 보조금까지 압박을 해둔 '트럼프'(백악관)는 1기때처럼 북한의 완전한 비핵화를 추구한다고 말하였습니다. 한국, 일본의 '동시 핵무장'을 용인하지 않을 것이며 '북한'의 핵보유국 지위를 인정하지 않고 협상 테이블 위로 올려놓겠다는 의도로 해석됩니다.

 

Trump's Colombia face-off is a warning for those trying to decipher his decision-making process, writes @KarishmaJourno. China is ready to take advantage of the chaos https://t.co/Z9TuSJfUdU via @opinion

— Bloomberg (@business) January 28, 2025

 

Oaktree co-founder Howard Marks says investors who made a fortune in the era of easy money should not expect the same strategies to deliver such exceptional returns in the future https://t.co/sGoXEh6cy3

— Bloomberg Economics (@economics) January 28, 2025

 

Uber is working on a new paid offering that would let commuters lock in prices for frequent rides ahead of time, rivaling a popular feature that Lyft launched five months ago https://t.co/UovpqcZr4a

— Bloomberg Technology (@technology) January 28, 2025

 

Tesla (TSLA) Q4 2024 earnings preview: here's what to expect https://t.co/U36IFIUfb6 by @fredericlambert

— Electrek.co (@ElectrekCo) January 28, 2025

 

 

내일 아침에는 '테슬라'(TSLA) 실적 발표가 예정됐고 오늘부터 금리동결 전망이 '확실시' 되고 있는 1월 FOMC가 이틀 간 열립니다. 오늘 향후 금리인상 '경로'를 명확하게 밝히지 않았던 '일본은행'(BoJ)의 통화정책회의 의사록에 따라 달러-엔 환율에 '반영될 것'이라는 해석이 나옵니다.

 

▲'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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▲ 사전협의 없이 본 콘텐츠 무단 도용, 전재 및 복제, 배포를 금합니다. 이를 어길 시 '민, 형사상' '책임'을 질 수 있습니다.