점진적 보편관세, 강달러와 채권학살

 

South America, Africa and southern Asia face the greatest shock if President Donald Trump makes good on his pledge for reciprocal tariffs, according to Bloomberg Economics https://t.co/Aeyzu1M1u8

— Bloomberg Economics (@economics) February 10, 2025

 

Why oil and gas could help India blunt Trump's reciprocal tariffs https://t.co/GonwClLsx4 by @benwerschkul

— Yahoo Finance (@YahooFinance) February 13, 2025

 

Donald Trump's reciprocal tariff plans coming today are 'the big one' and could hit some US allies hard https://t.co/ZTavjccYRQ by @benwerschkul

— Yahoo Finance (@YahooFinance) February 13, 2025

 

After promising to unleash “the big one,” Trump has directed his administration to propose a round of reciprocal tariffs that could remodel America’s trading relationship with the world.

Here's what you need to know ⤵

Here's what you need to know https://t.co/y57Z5OSSDy

— Bloomberg (@business) February 14, 2025

 

 

'트럼프'가 '예고'한데로 '상호관세' 조치를 발표했습니다. 4월 1일까지 무역적자 '순서대로' 검토할 것이며, '트럼프'가 직접 '면제·예외'를 ★'기대 말라'★고 말하였습니다. '보편관세'를 미묘하게 상호관세로 '워딩'을 바꿨는데, 이는 관세 부과로 인한 국내 인플레이션 우려 등 각종 부작용을 염두에 둔 것으로 '점진적 관세'에 해당됩니다.

 

As his tenure at @USTreasury begins, Secretary Scott Bessent sat down for an interview with host @SalehaMohsin. Hear the full conversation on The Big Take DC podcast. https://t.co/pH5Lj22tu5

— Bloomberg Economics (@economics) February 6, 2025

 

After repeatedly blasting Janet Yellen last year over her department’s strategy for issuing federal debt, it’s now up to Scott Bessent to make the call on sales of Treasuries https://t.co/RQqLFrNBpo

— Bloomberg Economics (@economics) February 8, 2025

 

Financial news is always awash in numbers, but there’s one figure that’s almost always more important than anything else: the yield on 10-year US Treasury notes. Here's why they are on Treasury Secretary Scott Bessent's mind https://t.co/ZgFsSI2JZF

— Bloomberg Economics (@economics) February 12, 2025

 

Treasury Secretary Scott Bessent wants to make changes to the influential group of dealers and investors that for decades has provided US debt managers with guidance on how best to fund the US deficit https://t.co/aRdUBlFYsM

— Bloomberg Economics (@economics) February 9, 2025

 

US Treasury Secretary Scott Bessent said he favors a strong dollar and has no plans to alter the government’s debt-issuance plans https://t.co/AXLMikQVnT

— Bloomberg Economics (@economics) February 9, 2025

 

 

"'환율'까지 '따지겠다'."(강달러로 싸게 수입)는 이번 조치는 가령 유럽연합(EU)이 미국산 차에 30%의 관세를 부과하면, '트럼프'도 기존 유럽산 차 2.5% 관세를 30%까지 맞추겠다는 것을 뜻합니다. 즉, 보편관세 10%를 무역 품목별로 세분화시켜 27.5%로 17.5%가 더 '확대된다'는 것을 의미합니다.

 

A group of 19 mostly Democrat-led states sued President Donald Trump and Treasury Secretary Scott Bessent for granting Elon Musk unprecedented access to personal data on millions of Americans https://t.co/X2wNyryOdE

— Bloomberg Politics (@bpolitics) February 8, 2025

 

Three Senate Democrats criticized Treasury Secretary Scott Bessent for what they call a “lack of candor” about what DOGE workers are doing with US payment systems. https://t.co/fcdcSbe25b

— Bloomberg Tax (@tax) February 13, 2025

 

The US may use “trade tools” to retaliate against European ESG regulations that affect American companies, says Howard Lutnick, who’s US President Donald Trump’s pick to become commerce secretary https://t.co/Mr0U35HiFR

— Bloomberg Economics (@economics) February 11, 2025

 

In his confirmation hearing for commerce secretary, Howard Lutnick said it's "nonsense" that tariffs cause inflation. He's wrong https://t.co/84GrxOyuoQ

— Bloomberg Opinion (@opinion) January 31, 2025

 

 

트럼프 1기 때 첫해에는 운송장비/부품 관련주가 부진했습니다. 운송장비/부품 중 자동차 관련 기업은 트럼프 1기 첫해에 '역대급' 위기를 겪었습니다. '1초 컷' 갑니다. 'DOEG'의 수장이자 정치초짜 '일론 머스크'는 EU 내에서 소위 Big4라 불리는 경제시장인 ★'독일', '프랑스', '영국', '스페인'★에서 내정간섭 및 사회 선동으로 논란이 됐습니다.

 

A California appeals court slashed coverage for losses related to smoke damage in a homeowners insurance dispute. https://t.co/Y9VNLgQmxi

— Bloomberg Law: Environment (@environment) February 10, 2025

 

Before there were MAHA moms, California was leading the way of the clean-food movement https://t.co/uDkwo10FwW

— Bloomberg (@business) February 12, 2025

 

Chinese automaker BYD inked a deal with DeepSeek to co-develop new autonomous technology this week. https://t.co/XMB8mHXwqE

— Yahoo Finance (@YahooFinance) February 13, 2025

 

Plus, BYD can sell its carbon credits to offset tariffs, while Ford and GM are hit by China's retaliation tariffs.https://t.co/aTgOsHHXc9

— InsideEVs (@InsideEVs) February 11, 2025

 

 

'테슬라'는 지난해 호주에선 '17%' 판매량이 감소했습니다. 1월 판매량을 보면 중국 ★'11.5%'★ 감소, 영국 12% 감소, 독일 63% 급감, 프랑스 63% 급감한 것으로 나타났으며  미국에서도 지난해 4분기 미국 최대 전기차 시장이자 민주당 텃밭인데, '트럼프'가 FEME를 폐지한 캘리포니아 주에서 12% 감소했습니다.

 

South Korea’s Constitutional Court will hold another hearing next week before deciding whether President Yoon Suk Yeol should be permanently removed from office for his ill-fated martial law declaration in December https://t.co/hfGMqoAyKs

— Bloomberg Economics (@economics) February 13, 2025

 

South Korea’s Acting President Choi Sang-mok called for raising vigilance and remaining ready to act in response to Donald Trump’s reciprocal tariffs and other global issues https://t.co/7tIgSj5esd

— Bloomberg Politics (@bpolitics) February 14, 2025

 

North Korea may be preparing to put intercontinental ballistic missiles capable of reaching the US into production, a general tells a Senate panel https://t.co/UKa64xlFIT

— Bloomberg Politics (@bpolitics) February 13, 2025

 

Most Asian currencies were poised to end the week higher as trade war jitters eased amid signs that reciprocal US tariffs would take at least weeks to be implemented https://t.co/l3djJzj4Ii

— Bloomberg Markets (@markets) February 14, 2025

 

 

'윤석열·트럼프'發 '환율·유가' 상승에 '한국'의 1월 원자재 '수입물가'가 4개월 연속 상승했습니다. 1월 취업자 수는 전년 동기 대비 13.5만 명이 증가했는데, 60대 이상을 빼면 '마이너스'로 집계됐습니다. '건설업'에서 집계 이래 최대 규모로 줄었고 '양질의 일자리'로 꼽히는 '제조업' 일자리도 '감소세'가 이어졌습니다.

 

The European stock rally is overheating and is due for a pause as investors have gotten overly optimistic about a potential ceasefire in Ukraine https://t.co/ritCPwfCXF

— Bloomberg Markets (@markets) February 14, 2025

 

The market is underpricing the potential magnitude of US rate cuts in 2026, says the co-manager of a macro hedge fund that gained 76% last year https://t.co/qCi9RdNNew

— Bloomberg Economics (@economics) February 14, 2025

 

Brazil, India, Japan, Canada and the EU are at risk, warn White House officials. https://t.co/aFSvrzudqI pic.twitter.com/JsImfeYvh3

— Financial Times (@FT) February 14, 2025

 

🔊 Japan’s corporate giants are exploring big deals. Carmakers Honda and Nissan, convenience store 7-Eleven’s owner and others are testing waters at home and abroad. In this week’s Viewsroom podcast, @Breakingviews columnists debate how far it will go https://t.co/KnVabBgMW3

— Reuters (@Reuters) February 14, 2025

 

 

윤석열 내란 '상설특검'을 두달 째 '지연'시켰으며, '트럼프' 복귀 25일째 통화도 못하고 있는 '최상목'(권한대행)은 직접 일자리를 '120만 개' 이상 창출했다고 했으며, '기획재정부'는 한국의 수입품 관세율이 보편관세 10%보다 증가한 '13.6% 수준'이라는 외신 보도에 "실효 관세율은 'FTA 체결'로 0%대"라고 말하였습니다.

 

▲'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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