중국 파고들고 러시아 웃는 트럼프 MAGA 정치...미국 넘어 동맹까지 분열 중

Federal Reserve officials in January expressed their readiness to hold interest rates steady amid stubborn inflation and economic policy uncertainty. https://t.co/AYr1ZZhVTU

— Bloomberg Economics (@economics) February 19, 2025

 

The busiest trade hub in the US moved more containers last month than in any previous January, ahead of widely anticipated tariff hikes from President Donald Trump https://t.co/2WgaBfY4yX

— Bloomberg Economics (@economics) February 19, 2025

 

Interest rate hikes from the Bank of Japan should help cut currency protection costs for Japanese investors, spurring their appetite for US investment-grade corporate bonds, according to Bank of America https://t.co/Iyc1KsMBKA

— Bloomberg Economics (@economics) February 19, 2025

 

The Federal Reserve minutes from last month add to the unlikelihood of new interest rate cuts anytime soon: Here’s your Evening Briefing https://t.co/lCQqBudxZh

— Bloomberg Economics (@economics) February 20, 2025

 

 

 

1월 'FOMC' 의사록에서 연방준비제도(Fed·연준) 의원들이 '관세'맨 '트럼프'의 '무역 전쟁'이 인플레이션(금리) 진전을 방해할 수 있다는 우려를 '표명'한 것으로 나타났습니다. 인플레이션이 추가 하락할 때까지 금리인하를 '보류'해야 한다는 데 대해서도 의견을 모았습니다.

 

Keir Starmer repeated his support for Volodymyr Zelenskiy in a call with the Ukrainian president, hours after US President Donald Trump branded him a “dictator” https://t.co/mUzgQJ6965

— Bloomberg Economics (@economics) February 19, 2025

 

Justin Trudeau: "Canada will always stand up for Ukraine" https://t.co/dgSu8iPEL5

— The Hill (@thehill) February 20, 2025

 

The Federal Housing Administration generates billions for the federal government each year. It’s facing deep cuts under Trump https://t.co/1UdwR66BkZ

— Bloomberg Economics (@economics) February 19, 2025

 

Here’s the latest news and analysis on the oil market https://t.co/bpznz84ihZ

— Bloomberg Asia (@BloombergAsia) February 20, 2025

 

 

 

우크라이나 평화 협정 추이를 '주시'하는 가운데 1 FOMC 의사록에서 양적긴축(QT) 일시 중단 '가능성'이 거론되자 달러는 상승 폭을 줄였으나, '뉴욕유가'는 우크라이나가 러시아 송유관을 타격한 여파와 OPEC를 비롯한 주요 산유국들의 증산 연기 전망에 소폭 상승했습니다.

 

US housing starts slowed in January as builders pulled back on single- and multifamily home construction amid growing worries over mortgage rates and unsold homes. https://t.co/UAmgfqhBW4

— Bloomberg Economics (@economics) February 19, 2025

 

US Treasuries rose after the minutes from last month’s Fed meeting revealed policymakers discussed pausing or slowing the balance-sheet runoff until the government’s debt-ceiling drama is resolved https://t.co/K6rambpCmH

— Bloomberg Economics (@economics) February 19, 2025

 

Atlanta Fed President Raphael Bostic said officials should be patient when evaluating how President Donald Trump’s policies may affect the economy https://t.co/YuQKMhN9im

— Bloomberg Economics (@economics) February 19, 2025

 

Federal Reserve Vice Chair Philip Jefferson said a strong economy allows policymakers to take their time before considering any additional cuts to interest rates https://t.co/ttxLETIX9O

— Bloomberg Economics (@economics) February 19, 2025

 

 

 

1월 미국 '신규주택' 착공 건수는 전월 대비 9.8% 줄며 예상치를 밑돈 것으로 나타났습니다. 미국 재무부가 입찰에 부친 20년물 국채가 부진한 '수요' 속에 시장 '예상'보다 높은 수익률에서 낙찰됐습니다. 인플레이션 둔화는 고르지 '못할 것'으로 보이며 데이터를 평가할 '시간'을 가져야 한다는 지적이 나옵니다.

 

Nikola filed for bankruptcy, culminating a long slide for the onetime darling of the electric-vehicle industry https://t.co/Jx3VwRH8D9

— Bloomberg (@business) February 19, 2025

 

A federal appeals court declined to rehear a December ruling stemming from the bankruptcy of Serta that has reshaped approaches to corporate debt liability management deals. https://t.co/aadYzYQIhX

— Bloomberg Law (@BLaw) February 20, 2025

 

Apple introduced a new low-end smartphone called the iPhone 16e priced at $599, aiming to revive growth after a sluggish holiday season https://t.co/kMhanRBOMl

— Bloomberg Technology (@technology) February 19, 2025

 

The Consumer Financial Protection Bureau makes sure you don't get scammed by digital payment companies and car lenders.

Elon Musk’s role as CEO of @XMoney and @Tesla makes DOGE’s takeover of the CFPB a clear conflict of interest.
@SenAdamSchiff and I are pressing for answers. https://t.co/4RyvxJSwSp

— Elizabeth Warren (@SenWarren) February 19, 2025

 

 

 

DOGE 수장 '일론 머스크'의 '테슬라'(TSLA)가 정치 테마 '밈 주식'으로 드러난 가운데, 한때 시가총액이 Ford보다 많았던 NIKOLA가 결국 '파산 신청'을 했습니다. 캘리포니아주 L.A에 본사를 둔 패션 체인 기업 Forever 21은 '파산 절차'의 일환으로 최소 200개 이상의 매장을 추가 폐쇄할 계획으로 전해졌습니다. BofA는 '트럼프'의 '관세'로 애플이 아이폰, 아이패드 등 자사 제품의 가격을 '9%' 정도 인상해야 할 것이라고 분석했습니다.

 

Chinese car journalists are told not to be negative on Tesla as it sues customers and media https://t.co/dWdxTrstS9 by @fredericlambert

— Electrek.co (@ElectrekCo) February 12, 2025

 

“We will not wait for the waves to wash away our homes and infrastructure.” The tiny island nation of Nauru faces extreme flooding risks fueled by climate change, and is selling citizenships to fund a project to move about 10,000 people to higher ground https://t.co/hjoi6TAF0x

— Bloomberg Green (@climate) February 19, 2025

 

Microsoft unveiled a new chip that it said showed quantum computing is 'years, not decades' away, joining Google and IBM in predicting that a fundamental change in computing technology is much closer than recently believed https://t.co/dqlXMWa5uf pic.twitter.com/PV8HqgNGMq

— Reuters (@Reuters) February 20, 2025

 

Lenovo's quarterly profit beat projections, highlighting how AI infrastructure spending is helping pull the global PC market out of a years-long funk. https://t.co/GpiVQYSBM1

— Bloomberg Economics (@economics) February 20, 2025

 

 

 

'중국'은 미국 동맹국의 취약점을 집요하게 파고듭니다. 멕시코나 한국 등에서 '중국'과 합작법인(JV)을 세워 FTA('비관세 장벽') 혜택을 받고 미국에 우회 수출을 하고 있습니다. 예를 들면 '중국'에서 사실상 JV를 설립한 '상하이' 기가 및 메가팩토리에서 '테슬라'와 '배터리'를 생산하고 있는 '일론 머스크'나 'LG에너지솔루션', 포스코그룹 등이 있습니다.

 

US Treasury Secretary Scott Bessent won’t travel to the G-20 finance ministers meeting in South Africa next week https://t.co/uOVVgbf5DG

— Bloomberg Africa (@BloombergAfrica) February 19, 2025

 

US President Donald Trump said it would be possible to reach a fresh trade deal with China, signaling he is open to heading off a brewing trade fight between Washington and Beijing https://t.co/JqkRxPbKoI

— Bloomberg Asia (@BloombergAsia) February 20, 2025

 

DeepSeek's market shock is proving shallow, says @johnauthers. Investors are still betting on Nvidia and Big Tech https://t.co/r9KM3gNRKR

— Bloomberg Markets (@markets) February 20, 2025

 

A glimmer of hope comes from India's central bank's monthly bulletin, which suggests that consumption demand may rebound. Read for free with your email on what could move markets today. https://t.co/s8RX7b4yOo pic.twitter.com/raJNPw0K6Y

— Bloomberg Asia (@BloombergAsia) February 20, 2025

 

 

 

한국 증시는 '트럼프'와 '윤석열'·국민의힘 리스크 속에서 지난 2년 간 개인 투자자가 수익을 내기 어렵게 만들어 놓은 세력들의 섹터별 순환매(수급 왜곡으로 인한 롱포지션 청산) 장세가 이어지고 있습니다. 한국은 미한 자유무역협정에 따라 그동안 전기차 포함 승용차에 대해 무관세 혜택을 받아왔는데요. '트럼프'의 25% 관세 부과 방침에 타격이 불가피할 ★'전망'★입니다.

 

Federal appeals court denies a request by the US Justice Department to narrow a Seattle judge’s order blocking enforcement of Trump’s executive action to restrict automatic birthright citizenship https://t.co/gVSG9oKoz1

— Bloomberg Equality (@BBGEquality) February 20, 2025

 

President Donald Trump backed a House budget plan calling for a $4.5 trillion tax cut, slapping back Senate Republicans’ efforts to rush through funds to help bolster his immigration crackdown https://t.co/eYIn89jBHC

— Bloomberg Economics (@economics) February 19, 2025

 

Want visa free access to the UK, Singapore and HK? Yours for a mere $140k. Seems like a deal. https://t.co/0FxdPett2b

— Merryn Somerset Webb (@MerrynSW) February 19, 2025

 

President Donald Trump’s tariffs only make goods more expensive for Americans, said Canada’s Trade Minister Mary Ng, reiterating a vow to retaliate if the country’s largest trading partner goes forward with import duties. https://t.co/1rffEIupbU

— Bloomberg Markets (@markets) February 20, 2025

 

 

 

우크라이나 종전 협상에서의 '유럽 패싱'에 대응하기 위한 '유럽연합'(EU)의 2차 비공식 회의가 '프랑스' 주도로 열렸습니다. 미 '폭스 뉴스'는 외신을 인용한 보도에서 '트럼프'가 우크라이나에 새로운 '대통령' 선거를 압박하는 것이 '평화 협상'의 핵심 부분이 될 수 있다고 분석했습니다.

 

 

▲'관세'를 정치적 전략으로 쓰고 있는 '금리·환율' 재앙 ★'트럼프'★'탄핵'과  '주댕이'를 가만 두질 않는 '미국'판 김건희, 親'중국' '테슬라'(TSLA) 증권 사기꾼 ★'일론 머스크'★ 감옥 운동 중입니다.▲

 

▲ '블로그'의 모든 글은 저작권법의 보호를 받습니다. 어떠한 '상업적인 이용'도 허가하지 않으며, 이용('불펌') 허락을 하지 '않습니다'.

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