트럼프 불확실성이 가중시킨 BOJ 금리인상 오고 있다.

Applications for US unemployment benefits were little changed last week, indicating solid demand for workers. https://t.co/nTjL4X8dOH

— Bloomberg (@business) February 20, 2025

 

Mortgage rates in the US declined for a fifth week, pushing borrowing costs to the lowest point since late December https://t.co/kzqpdYKt0c

— Bloomberg Economics (@economics) February 20, 2025

 

New York City's congestion pricing initiative has created a showdown with President Donald Trump. Here's what you need to know https://t.co/jwtaFf2YnJ

— Bloomberg Economics (@economics) February 20, 2025

 

US Treasury Secretary Scott Bessent plans to urge China to rebalance its economy when he speaks to his counterpart in Beijing on Friday https://t.co/xVCgvF3Ks4

— Bloomberg Economics (@economics) February 20, 2025

 

 

미국이 G20에 불참한 가운데 '전일' '트럼프'는 '중국'에 "무역을 넘어서는 '광범위'한 '합의'를 원한다."고 말하였는데, 시장은 이를 미·중 무역 갈등 '완화' 가능성에 무게를 실었습니다. '국채가격'은 오름폭을 확대했으나 주간 '실업보험' 청구 건수가 시장 전망치를 상회하며 증가하자 경기 둔화 우려로 되돌림이 나타났습니다.

 

US Treasury Secretary Scott Bessent said US taxpayers don’t need to worry about the security of their private data while Elon Musk’s DOGE team seeks to make the federal government more efficient https://t.co/Oznd5imbTE

— Bloomberg Markets (@markets) February 19, 2025

 

Alibaba posted its fastest pace of revenue growth in more than a year, reflecting a turnaround in its commerce business and big strides into the critical field of AI https://t.co/vmZR9x9viY

— Bloomberg Technology (@technology) February 20, 2025

 

Treasury Secretary Scott Bessent signaled that sanctions relief for Russia could be on the table in talks over the Ukraine war https://t.co/RbhkhYug25

— Bloomberg Economics (@economics) February 20, 2025

 

Anju Kambadur, @Bloomberg's Head of #AI Engineering, will be speaking tomorrow about the "Challenges to Scaling Agents for #GenerativeAI Products" during the Agent Engineering Track at the @aiDotEngineer Summit (12:10 PM EST)https://t.co/rF30QQCJKS#AIinFinance #AIAgents pic.twitter.com/1Qk3HhDygL

— Tech At Bloomberg (@TechAtBloomberg) February 20, 2025

 

 

'FOMC' 의사록 후 특별한 재료가 없는 뉴욕증시는 투자자들을 '잠 못들게' 만드는 '트럼프'의 '중국' 관련 발언 외 우호적 매크로에도 DeepSeek 이후 '중국'의 ★'AI 기술주'로 부상한 '알리바바'★ 등 중국發 저가 공세 우려가 반영된 것으로 해석됩니다.

 

A bearish trade is looming for US equities, according to Goldman Sachs’s Scott Rubner https://t.co/4CEDRdI4ky

— Bloomberg Asia (@BloombergAsia) February 13, 2025

 

The US stock market can flip into a correction territory as retail and institutional buyers are running out of steam, according to Goldman Sachs' Scott Rubner https://t.co/yfjaFLG6cW

— Bloomberg (@business) February 20, 2025

 

Trump's tariffs have the potential to reshape global commerce. Here's what to know https://t.co/M0JKczSfrV

— Bloomberg Economics (@economics) February 20, 2025

 

Russia’s currency has gained against the dollar amid a dramatic shift in US policy toward Vladimir Putin in the early days of Donald Trump’s administration https://t.co/lpDS6dHpi6

— Bloomberg Economics (@economics) February 20, 2025

 

 

'트럼프'가 문제인 게 對중국 강경 발언은 보복관세 및 무역 긴장으로 인해 안전자산 선호현상이 나타나면서 시장에 하방 압력이 되고 있습니다. 對중국 완화 발언 또한 기술의 상향 평준화를 선언한 DeepSeek 이후 AI가 쓰이는 전기차(BYD·샤오미 등), IT(스마트폰·PC·가전제품 등) 등 분야에서 물량 공세와 가격 경쟁력이 우려될 수 있습니다.

 

US Treasury Secretary Scott Bessent said that any move to term out US debt would come after bringing down energy costs and deregulation https://t.co/i0yUUttWia

— Bloomberg Economics (@economics) February 20, 2025

 

Federal Reserve Bank of Atlanta President Raphael Bostic said he expects the US central bank will lower interest rates twice in 2025, though uncertainty around that projection has risen https://t.co/PZFo3DWyhF

— Bloomberg (@business) February 20, 2025

 

What can we expect next when it comes to rate cuts? @business' @mckonomy sits down with @NewYorkFed President & CEO John Williams at #BloombergInvest.

Live 3/4 at 2:20 PM ET!https://t.co/GKJYpo8cMp pic.twitter.com/caZnrjMc41

— Bloomberg Live (@BloombergLive) February 20, 2025

 

LIVE on Bloomberg TV - US Treasury Secretary Scott Bessent joins @FerroTV @lisaabramowicz1 @annmarie on Bloomberg Surveillance for an exclusive interview

WATCH HERE:https://t.co/Mv3HPP0ThQ pic.twitter.com/EcmFl00rmf

— BSurveillance (@bsurveillance) February 20, 2025

 

 

래피얼 보스틱 애틀랜타 연방준비은행 총재는 올해 연방준비제도(Fed·연준)의 금리인하 횟수를 2회로 전망했으나, '트럼프'의 이민·무역 정책을 우려하며 '불확실성'이 크다고 말하였습니다. 이는 '제롬 파월' 의장이 이전 4회에서 2회로 축소한 금리인하 횟수와 차이가 없습니다.

 

Treasury Secretary Scott Bessent has his sights set on reducing the US fiscal deficit to 3% of gross domestic product. But there are more than a few obstacles https://t.co/2q3zfoVSIn

— Bloomberg Economics (@economics) February 15, 2025

 

10 stocks of defense contractors that might withstand Trump and Hegseth’s cuts https://t.co/1l0iCuSTyt

— MarketWatch (@MarketWatch) February 20, 2025

 

Crocs Can Tell Us a Lot About the Trump Tariff Economy https://t.co/Vev4m7VGdw

— Bloomberg Economics (@economics) February 20, 2025

 

Federal Reserve Bank of St. Louis President Alberto Musalem said policy should remain “modestly restrictive” until it’s clear inflation is on track to the central bank’s 2% target, and that he sees increased risks that progress may stall or even reverse. https://t.co/lYxXuJJiMq

— Bloomberg Economics (@economics) February 20, 2025

 

 

"인플레이션 상승 시 금리인하 횟수를 더 줄일 것"이라는 '파월' 의장은 올해 '늦은 여름' 즈음 '트럼프'의 정책(관세·反이민정책·감세)이 미치는 영향에 관해 통화정책 리뷰 발표를 예상한다고 말하였습니다. 채권 트레이더들은 올해 12월 1회 인하를 전망하고 있으며 복수의 IB·헤지펀드 등은 0회 인하로 전망하고 있습니다.

 

Investors target Japan bank shares in bet on rising BOJ rates https://t.co/SWsHnuS7z4 pic.twitter.com/TDT5uB4QY3

— Reuters (@Reuters) February 20, 2025

 

The yen hit its strongest level against the dollar since December, beating all major currencies’ performance on Thursday amid growing speculation the Bank of Japan will hike rates sooner rather than later. https://t.co/LsuZg6S5X2

— Bloomberg Economics (@economics) February 20, 2025

 

Bank of Japan Governor Kazuo Ueda said he held a regular meeting with Prime Minister Shigeru Ishiba to exchange views on the economy and financial markets ahead of a Group of 20 meeting next week. https://t.co/RtExoV59yh

— Bloomberg Economics (@economics) February 20, 2025

 

Here’s your tracker following the executive orders President Trump signed during his first 100 days https://t.co/Qrf2s5q4LG

— Bloomberg Economics (@economics) February 20, 2025

 

 

일본은 작년 '10월~12월' 실질 GDP가 예상치를 '상회'하면서 '긴축정책' 가능성에 다카다 하지메 '정책위원'의 '매파 발언'이 더해져 '국채금리'가 '요동'을 치는 중입니다. 우에다 가즈오 총재는 이시바 시게루 총리 관저에서 회의를 가졌으나 '장기 금리'와 관련한 언급은 없었습니다. '엔화'는 '일본은행'(BOJ)이 현재 기준금리 0.5%를 1%까지 '추가' 금리인상 '관측'이 시장에서 퍼지면서 미·일 금리차 축소를 의식한 달러 매도, 엔화 매수 움직임이 강해졌습니다.

 

▲'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.▲

 

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