트럼프·물가·파월...변동성 확대 불가피

EXCLUSIVE: Shein is offering sweeteners to its Chinese suppliers to set up new production lines in Vietnam to mitigate the impact of US tariffs https://t.co/EHdT4OLHEr

— Bloomberg (@business) February 10, 2025

 

New York-based battery maker IM3NY has filed bankruptcy months after Australian securities regulators accused the firm’s majority owner of failing to disclose problems at a New York production facility https://t.co/gl5yjNuwNn

— Bloomberg Technology (@technology) January 27, 2025

 

The rise of DeepSeek is forcing investors to re-evaluate China's leading internet companies and their potential to capitalize on AI https://t.co/suf7fmqvLJ

— Bloomberg Technology (@technology) February 10, 2025

 

There's finally some Tesla (TSLA) shareholder momentum to fire Elon Musk https://t.co/JfnQpzLclw by @fredericlambert

— Electrek.co (@ElectrekCo) February 4, 2025

 

 

 

'트럼프·머스크'가 '테슬라' 주가에 하방 압력을 넣고 있는 가운데, 미 스탠퍼드·워싱턴대에서 "50달러로 오픈AI 버금 AI 모델 개발"했습니다. 2023년부터 'OpenAI'의 챗GPT로 AI 열풍이 불자 지난 2년 간 천문학적인 투자금을 쏟은 빅테크 기업들의 투자금 회수 가능성에 의문이 나옵니다. DeepSeek가 AI 기술의 상향 평준화 '신호탄'이었습니다.

 

Taiwan is preparing to buy more LNG from the US to reduce its trade surplus and potentially avoid higher tariffs https://t.co/PMgCBYIGYb

— Bloomberg Middle East (@middleeast) February 10, 2025

 

The ripple effects of Trump’s pro-crypto agenda are fueling a surge in Bitcoin demand in Japan, with shares of Metaplanet up more than 4,000% over the past 12 months https://t.co/q60eKO1w4r

— Bloomberg Crypto (@crypto) February 10, 2025

 

Emerging market currencies slipped as Trump targeted the metals industry in his latest tariff salvo, keeping investors on edge https://t.co/ytJHHjbDuy

— Bloomberg Markets (@markets) February 10, 2025

 

South Korea’s opposition leader Lee Jae-myung proposed compiling an extra budget worth at least $21 billion to prop up the economy https://t.co/Ui2yDxd50G

— Bloomberg Economics (@economics) February 10, 2025

 

 

 

'트럼프'는 이번 주 상호 관세(Reciprocal Tariffs)를 발표할 계획입니다. 이는 미국의 모든 주요 교역 파트너에게 영향을 미칠 것이라고 언급됐습니다. 1단어로 요약하면 "보편 관세"를 하겠다는 얘기인데, "상호"라는 워딩으로 기존 10% 보다 더 오를 수 있다는 것을 뜻합니다. 대선 캠페인 동안 강조했던 글로벌 수입 관세('10~20%' 일괄 부과안)를 대체할 수도 있다고 시사합니다.

 

In this week’s Bloomberg Australia Podcast, @MelBourke asks @richhend how Donald Trump’s trade tariffs will hit stocks, crypto and inflation. https://t.co/HTG2mwb4Un

— Bloomberg Crypto (@crypto) February 6, 2025

 

The more President Donald Trump threatens tariffs on the US’s trading partners, the more the worry of another inflation wave troubles global economists https://t.co/hTGZgyaZUm

— Bloomberg Economics (@economics) February 8, 2025

 

Trump said he was disturbed by the emaciated condition of Israeli hostages released this weekend and suggested the US was running out of patience with the war in the Gaza Strip https://t.co/LlbqA6QWtk

— Bloomberg Asia (@BloombergAsia) February 10, 2025

 

Happy natl Iowa day #cornwatch pic.twitter.com/1lP25q8KLG

— Chuck Grassley (@ChuckGrassley) February 9, 2025

 

 

 

이번 주 최대 재료는 '트럼프'의 '주댕이'였는데 '금일'(10일) 0시부터 미국산(産) '석탄'과 '액화천연가스'(LNG)에는 15% 관세를, 원유·농기계·대형차·픽업트럭 등 품목에는 10%의 추가 관세를 부과했습니다. 미국 상품의 약 12%를 차지하는 80개 항목에 관세를 부과했고 광물 수출 통제, 생명공학업체 등 추가 보복을 '예고'한 상태입니다.

 

US consumer sentiment slumped in early February to a seven-month low on a spike in short-term inflation expectations related to concerns about tariffs https://t.co/xrmcZLcx2H

— Bloomberg Economics (@economics) February 7, 2025

 

Investors await new inflation data amid tariff concerns: What to know this week https://t.co/Qo1mA7h2Q7 by @_JoshSchafer

— Yahoo Finance (@YahooFinance) February 9, 2025

 

The yield on 10-year government debt is seen as a key gauge for President Donald Trump's goal of getting lower interest rates, but there is little expectation that it will come down much more anytime soon. https://t.co/4U0dNNojNB

— Bloomberg Markets (@markets) February 10, 2025

 

Prime Minister Modi’s visit to the US this week puts the spotlight on India’s ‘China +1’ beneficiaries and discussion on reviving the free trade accord. Read for free with your email on what could move markets today https://t.co/JXKnU0hQhV

— Bloomberg Markets (@markets) February 10, 2025

 

 

 

지난주에 나온 1월 '고용보고서'는 미국 노동시장의 탄탄함을 재확인해 줬으며 심지어 인플레이션('시장금리') 우려를 자극할 만한 '내용'까지 있었습니다. 일자리는 감소하고 있는데 '평균 임금'은 상승한 것입니다. '기대 인플레이션' 상승속 11일 연방준비제도(Fed·연준) 제롬 파월 의장의 원 의회 증언이 예정돼 있고 12일 '1월 CPI'와 13일 1월 PPI가 나옵니다.

 

Prime Minister Shigeru Ishiba returned to Tokyo after meeting with President Donald Trump, easing concerns about new tariffs on Japanese cars and defense spending demands https://t.co/TEXIOA1Py1

— Bloomberg Asia (@BloombergAsia) February 9, 2025

 

The leaders said Nippon Steel may make a significant investment in the US steelmaker, sending shares in the Japanese firm down as much as 2.6% in Tokyo https://t.co/GGZQS0hm7u

— Bloomberg Asia (@BloombergAsia) February 10, 2025

 

Seven & i’s 7-Eleven and supermarket hybrid store is proving a tough sell in Japan https://t.co/WVeQtjIvrA

— Bloomberg Asia (@BloombergAsia) February 9, 2025

 

The likely fallout of Honda's short-lived alliance with Nissan spells trouble for both companies, but probably one more than the other https://t.co/uDdEscolyt

— Bloomberg Asia (@BloombergAsia) February 10, 2025

 

 

 

시장은 1월 CPI에 대해 전월 대비 0.4%에서 0.3%로 소폭 둔화를 전망하고 전년 대비로는 2.9% 유지를 전망하고 있습니다. 근원 CPI에 대해서는 전월 대비 0.2%에서 0.3%로 상승했을 것으로 전년 대비로는 3.2%를 유지할 것으로 보고 있습니다. 모건스탠리의 경우 전월 대비 0.35%, 근원은 0.37% 상승을 전망하고 있으며 주거를 제외한 근원 서비스 물가도 0.21%에서 0.45%로 높아질 것으로 전망했습니다.

 

Oreo-Maker Mondelez said “unprecedented cocoa cost inflation” would drive down adjusted earnings per share in 2025 by approximately 10% https://t.co/14xHowtIEr

— Bloomberg Markets (@markets) February 4, 2025

 

VIDEO COLUMN: Coffee inflation.

I cannot live without my caffeine fix, particularly since my efforts to clone the looks of George Clooney hooked me into the world of capsules.

Sadly, my espresso is going to get expensive in 2025. Very, very expensive.

pic.twitter.com/B3vCW6q6Oy

— Javier Blas (@JavierBlas) February 8, 2025

 

American restaurants are falling victim to a national egg shortage that has already plagued grocery stores from New York City to San Francisco https://t.co/jx1LOHlK2G

— Bloomberg Economics (@economics) February 8, 2025

 

US consumer debt outstanding unexpectedly surged by the most on record in December, jumping $40.8 billion after a revised $5.4 billion decrease a month earlier https://t.co/S8l9k9wWs9

— Bloomberg Economics (@economics) February 7, 2025

 

 

 

그러나 서부 화재로 인한 자동차 가격, 조류 인플루엔자로 수백만마리가 살처분된 닭으로 인한 계란 가격의 상승 등을 반영한다면 더 높아질 수 있다는 분석도 제기되고 있습니다. 최근 '트럼프'의 '관세' 부과를 선방영하며 기대 인플레이션이 급등하는 추세를 감안 지표 결과로 변동성 확대는 불가피하다는 분석이 나옵니다.

 

▲'관세'를 정치적 전략으로 쓰고 있는 '금리·환율' 재앙 ★'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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