1월 PPI, M6 비중 축소

🚨 Just In: January US PPI annual inflation rises 3.5%, above expectations for 3.2%.

Core PPI inflation increased 3.6% Y/Y, compared to forecasts for a gain of 3.3%. pic.twitter.com/LZAIXP7MCb

— Jesse Cohen (@JesseCohenInv) February 13, 2025

 

US Producer Prices rose 3.5% over the last year, the biggest increase since February 2023.https://t.co/rQuXrxVXM0 pic.twitter.com/d5mx1HHqim

— Charlie Bilello (@charliebilello) February 13, 2025

 

US wholesale prices picked up in January on higher food and energy costs, highlighting only limited progress on inflation ahead of tariffs imposed by the Trump administration https://t.co/ag5JpMXoZR

— Bloomberg Economics (@economics) February 13, 2025

 

A scientific report from the Centers for Disease Control and Prevention published Thursday shows some veterinarians who provide care for cattle were unknowingly infected with the H5N1 avian influenza virus last year. https://t.co/g24YJ5zWBP

— The Washington Post (@washingtonpost) February 13, 2025

 

 

'1월 CPI' 상승률은 헤드라인 +0.5%MoM, +3.0%YoY로 시장 예상치를 상회(+0.3%MoM, +2.9%YoY)하며 24년 6월 이후 처음으로 전년대비 증가률이 3%대 도달했습니다. 근원 CPI도 0.4%MoM, +3.3%YoY 상승하며 시장 예상치를 (+0.3%MoM, +3.1%YoY) 상회했습니다.

 

Mortgage rates in the US fell for a fourth straight week, hitting the lowest point for this year https://t.co/20IrRdVSrf

— Bloomberg Economics (@economics) February 13, 2025

 

California’s housing market is already one of the most expensive in the country. Now, the LA wildfires are likely to add another financial burden to households across the state https://t.co/Uzgyonz89w

— Bloomberg Economics (@economics) February 13, 2025

 

The jump in US inflation last month that surprised investors was mostly due to the way the government adjusts for typical price increases at the start of the year, according to Bloomberg Economics https://t.co/N80Ft9hRSw

— Bloomberg Economics (@economics) February 13, 2025

 

Trump Is Going To Own Higher Inflation https://t.co/32ZgzH1Wrb

— Bloomberg Economics (@economics) February 13, 2025

 

1월 PPI 상승률도 최종 수요 기준 전월비 0.4%로 시장 예상치 0.3%를 상회했습니다. 작년 12월 수치는 0.5%로 상향 조정됐습니다. 1월 전년비 상승률 역시 3.5%로 시장 예상치 3.3%를 상회했습니다. 다만, 연방준비제도(Fed·연준)의 PCE 물가지수 산정에 포함되는 일부 PPI 세부항목은 소폭 감소했습니다.

 

US wholesale prices rose beyond forecasts, providing more bad inflation news as Donald Trump makes new tariff threats: Here’s your Evening Briefing https://t.co/0fVMoXblP3

— Bloomberg (@business) February 13, 2025

 

President Donald Trump floated the idea of a three-way meeting with the leaders of Russia and China in which the countries would agree to cut defense spending in half https://t.co/hi6m5pFNpp

— Bloomberg Economics (@economics) February 13, 2025

 

Gold was steady near a record high after President Donald Trump’s order for reciprocal tariffs against several nations increased uncertainty around trade and the global economy https://t.co/wmreZNwihS

— Bloomberg Asia (@BloombergAsia) February 14, 2025

 

President Donald Trump ordered his administration to consider imposing reciprocal tariffs on numerous trading partners https://t.co/5f2U8OXieu

— Bloomberg Economics (@economics) February 13, 2025

 

 

물가 충격이 나타난 '1월 CPI'와 유사하게 1월 PPI에서도 달걀(+44%) 등 식품 물가가 1.1% 큰 폭 올랐고, 에너지 가격도 1.7% 상승하면서 헤드라인 물가 충격을 주도했습니다. 주요 PPI 서비스 항목들 중에 항공료(-0.3%)와 헬스케어와 보험 관련(의사 치료비 -0.5%, 외래 진료비 -0.4%, 입원 진료비 -0.3%) 비용이 감소했습니다.

 

The latest readings on inflation expectations from two separate surveys, from the University of Michigan and the New York Fed, suggest American consumers may be getting unsettled by the warnings tariff hikes by Trump https://t.co/xLkRN24L83

— Bloomberg Economics (@economics) February 13, 2025

 

The share of outstanding US consumer debt that’s in delinquency rose in the fourth quarter to the highest in almost five years, according to a Federal Reserve Bank of New York report https://t.co/qOsSPlRMFF

— Bloomberg Economics (@economics) February 13, 2025

 

Trump’s threats to impose tariffs and claim territory from key US security partners have given Xi Jinping an opening to advance China’s global reputation. The question now is whether he can take advantage. https://t.co/cVwIBuDb7o

— Bloomberg Economics (@economics) February 13, 2025

 

Here's what you need to know to start your day https://t.co/6fz0b5V0s9

— Bloomberg Asia (@BloombergAsia) February 13, 2025

 

 

전일 CPI 충격에 트레이더들은 올해 연준의 금리인하 전망을 25bp 1차례로 낮췄고 INC, 바클레이즈, BoFA 등, 도이체방크, 블랙록, 맥쿼리, 'RBC캐피털', 야데니리서치 등 '월가'에서는 '트럼프'가 관세 부과 시행시 수입물가가 오르면서 연내 금리 인하를 기대하기 어렵다고 전망(올해 '0회 인하')했습니다.

 

Morgan Stanley is finalizing the sale of another $3 billion of X debt, making further progress in a years-long effort to offload loans that supported Elon Musk’s purchase of the social-media platform https://t.co/09K4ESyZTG

— Bloomberg Markets (@markets) February 13, 2025

 

Elon Musk’s U.S. DOGE Service launched an official website late Wednesday night, setting up https://t.co/jsrnEjy6aF as a portal tracking the size of the federal workforce and documenting the number of federal regulations. https://t.co/HoELvpAZJe

— The Washington Post (@washingtonpost) February 14, 2025

 

The State Department planned to spend $400 million over the next five years on a contract to build armored electric vehicles with Telsa, whose chief executive Elon Musk has been advising President Trump on how to slim federal spending. https://t.co/8Opdt2lwU7

— The Washington Post (@washingtonpost) February 13, 2025

 

Tesla Takeover: protests planned at Tesla stores globally this weekend #teslatakeover https://t.co/EKlbelA0xH

— Electrek.co (@ElectrekCo) February 13, 2025

 

 

골드만삭스의 Scott Rubner는 주식 약세 전환을 경고했습니다. 글로벌 경기침체에도 독보적 경제성장을 보여왔던 미국 주식시장에 자본이 쏠리면서 점점 더 붐비고, 특히 저점 매수세가 엄청나게 사라짐에 따라 약세 거래가 다가오고 있다고 경고했습니다.

 

The White House barred an Associated Press reporter from covering an open press conference with Trump and Indian Prime Minister Modi https://t.co/uneC53YmD7

— Bloomberg Asia (@BloombergAsia) February 14, 2025

 

Indian Prime Minister Narendra Modi declined to say if he discussed billionaire Gautam Adani’s legal challenges in the US during his meeting with President Donald Trump at the White House.

Here's what he said instead: https://t.co/3DYpjG4gVo

— Bloomberg Politics (@bpolitics) February 14, 2025

 

New Delhi is desperate to accommodate the Trump administration, says @andymukherjee70. It might still get hit, either with tariffs or more demands https://t.co/0P8ofkcoxh

— Bloomberg Opinion (@opinion) February 5, 2025

 

A top Indian fund manager’s warning on market excesses has gotten under everyone’s skin, fund managers and investors alike.

It’s a sign that a stocks winter may be coming that will test, among other things, their faith in each other.

India Edition 👇https://t.co/xcb0TnLXl0

— menaka doshi (@menakadoshi) February 13, 2025

 

 

Scott Rubner는 강세 견해를 유지했으나 부정적 시장 전환을 예고하며, 1분기의 마지막 강세장이라고 언급했습니다. "개인 투자자와 401K 자금, 연초 배분, 기업 등 모두가 들어와 있다"며, "캐쉬 플로우 수요 역학이 빠르게 변화하고 있어 부정적인 계절성에 접근하고 있다"고 진단했습니다.

 

Investors in America’s biggest company are increasingly focused on China, where Apple is striving to win over a crucial customer base while also facing tariff-related risks https://t.co/Vng8kx4yQW

— Bloomberg Technology (@technology) February 13, 2025

 

Apple has become an unwilling bargaining chip in the trade war, writes @cathythorbecke. An Alibaba partnership won't solve all of its China problems https://t.co/Wnl4h2mSR2

— Bloomberg Opinion (@opinion) February 13, 2025

 

Alibaba scored a deal to power Apple's iPhones in China, a key win as it tries to carve out a lead in the highly competitive artificial intelligence race: Here’s your Evening Briefing. https://t.co/8ApBSkUvN0

— Bloomberg Asia (@BloombergAsia) February 13, 2025

 

What could it be? 🤔

Tim Cook's cryptic post on X whips up speculation about what Apple's next product will be. We have some guesses -- and we'll know for sure in less than a week.https://t.co/61kZoVZvxT pic.twitter.com/KAgz91DE13

— Cult of Mac (@cultofmac) February 13, 2025

 

 

국부펀드 한국투자공사(KIC)가 작년 4분기 말 M7 가운데서, 프로젝트 중단을 권장했던 '전기차'(iCar)와 AI에 막대한 초기 시장 진입 장벽에 비용을 쓰지 않아 월가에서 '최후의 승자'로 평가되고 있는 애플을 제외한 모든 종목에 대한 투자를 줄인 것으로 나타났습니다. 앱스토어에 '틱톡'을 복원시킬 예정으로 알려진 애플은 ★'알리바바'★와 협력하여 중국에서 판매되는 아이폰에 알리바바의 AI 기술이 사용될 것임이 '공식 확인'됐습니다.

 

▲'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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