트럼프 없는 유럽, 러시아 푸틴에 맞서 금리 방어 되나?

While Europe’s other main military powers have prevaricated—and Donald Trump threatened to abandon Ukraine altogether—Britain found itself among the most gung-ho on Russia. We explain why https://t.co/0hwsPj25sl

Illustration: Nate Kitch pic.twitter.com/H18VYSlce1

— The Economist (@TheEconomist) February 20, 2025

 

Russia's real strongman: Meet the oligarch who's pushing Putin to destroy Ukraine https://t.co/oKvlXaUuaL

— Business Insider (@BusinessInsider) February 23, 2025

 

Any U.S. attempt to align with Russia to counterbalance China lacks the geopolitical, economic, and strategic foundation necessary for success. https://t.co/3nwqvGMB8T pic.twitter.com/9Bi42Sy8ee

— The Diplomat (@Diplomat_APAC) February 23, 2025

 

China’s top diplomat presented the country as a force for stability, as Donald Trump shakes up the world economy with tariffs and rattles allies with overtures to Russia https://t.co/bceHNNkhsi

— Bloomberg Economics (@economics) March 7, 2025

 

 

'윤석열'이 비상계엄을 저지르려 북한의 '공격 유도'로 북·러 밀착 '명분'을 준 ★'우크라이나'★ 종전 협상에서 러시아(핵 약 6,000기 보유) 푸틴의 편을 들고 이해 당사자 무시·배제로 갈등의 불씨를 남긴 '트럼프'의 '역 키신저'는 효과가 있을까요? '돈바스'까지 '점령'한 러시아에 '대출'을 해준 중국은 '가스' 등을 '헐값'에 매입 중으로 알려졌습니다.

 

Euro-zone forecasters are increasingly predicting that the ECB will resume rate cutting after a pause with a reduction below 2% in 2026. https://t.co/trC48gC8wn

— Bloomberg Economics (@economics) February 22, 2025

 

A key measure of euro-area pay growth eased at the end of 2024, supporting ECB plans to keep cutting interest rates as inflation slows https://t.co/lAh6rhkFPg

— Bloomberg Economics (@economics) February 25, 2025

 

The euro-area economy grew more than initially estimated at the end of last year, bolstered by consumer spending and business investments https://t.co/0UQPKlHmvm

— Bloomberg Asia (@BloombergAsia) March 7, 2025

 

Euro-zone economy grew more than estimated at the end of 2024 https://t.co/jO1n2tuL0K via @jrandow @weberalexander pic.twitter.com/aedbI6WHje

— Zoe Schneeweiss (@ZSchneeweiss) March 7, 2025

 

 

'유로존'의 2월 '헤드라인' CPI 예비치가 시장 전망치 2.3%보다 0.1%p '상회'한 '2.4%'였고 S&P Global과 HCOB에 따르면 2월 제조업 PMI '확정치'는 47.6으로 집계됐습니다. 유로화를 사용하는 20개국의 지난해 4분기 GDP는 분기 대비 0.2% 증가했는데, 이는 '아일랜드'의 대규모 다국적 기업 부문의 영향이었습니다.

 

The EU-US gap has narrowed in terms of hours worked per capita since 2000, but has widened in terms of GDP per hours worked. 3 sectors explain more than 2/3s of the difference: computing & electrical equipment, communications and IT https://t.co/dWyxLyRD5n https://t.co/dCZYGhIpbv pic.twitter.com/jCwHbNrb0l

— Bloomberg Economics (@economics) March 8, 2025

 

Euro-zone inflation is more likely to get stuck above the ECB’s target than to durably slow, Isabel Schnabel says https://t.co/6TAMfDDzFe

— Bloomberg Economics (@economics) March 8, 2025

 

Read The Big Take: Lacking troops, planes and ammo, Europe could only hold off a Russian invasion for weeks at best without US support, defense officials say.

🔗🟦🟪🟨🟧: https://t.co/QydVzeGfWr pic.twitter.com/kP7PDmOZyf

— Bloomberg Graphics (@BBGVisualData) March 7, 2025

 

What happened to the global economy this week — in charts https://t.co/bmWWf63TmV

— Bloomberg Economics (@economics) March 8, 2025

 

 

'유럽중앙은행'(ECB)이 '트럼프'의 관세 압박 속 3대 정책금리를 25bp씩 '5회 연속' 금리를 인하했음에도, '인도'와 FTA를 체결하고 '트럼프' 없는 안보를 준비하며 '유럽연합'(EU)이 '8000억 유로' 규모의 신규 국방 계획 발표하자, 각국이 국방 등을 위한 재정지출을 늘리면서 국채 발행 증가에 대한 우려가 반영되어, 유럽 주요국의 '국채금리'가 급등하면서 '분트 쇼크'의 원인이 됐습니다.

 

Germany’s extraordinary spending plans are shaking up the region’s markets, powering European equities past US peers this year and reviving the euro from the brink of parity with the dollar https://t.co/KOyEPIcBZq

— Bloomberg Markets (@markets) March 5, 2025

 

Swedish lender Swedbank has agreed to merge its corporate finance and high-yield bond teams with Norway’s SpareBank 1, continuing the consolidation trend in the region amid falling levels of interest income https://t.co/XpbGxGF3eY

— Bloomberg Asia (@BloombergAsia) March 4, 2025

 

The euro is set for its best weekly performance in 16 years after Germany’s historic pledge to ramp up spending for defense and infrastructure https://t.co/49EEVpinxv

— Bloomberg (@business) March 7, 2025

 

 

Germany is nearing an agreement to unlock €3 billion of military aid for Ukraine, alongside a broader set of measures to revamp the country’s defense and infrastructurehttps://t.co/ZgRWiDs8zN

— Bloomberg Economics (@economics) March 8, 2025

 

 

유럽 방위비 협상 '첫 타'로 보이는 ★'독일'의 차기 총리가 유력한 프리드리히 메르츠 기독민주당(CDU) 대표는 EU와 나토(NATO)를 잇따라 방문해 '국방예산'을 '대폭'늘려 '방위역량'에 돈을 쏟아야 한다고 말하였습니다. 3월 6일 '독일'의 10년물 국채금리는 1990년 이후 최악의 폭락을 기록하며 2.93%까지 치솟아 글로벌 증시 폭락을 견인★했습니다.

 

There is a "very small" chance that the US economy tips into a recession, despite the uncertainty surrounding global trade policy, according to Goldman Sachs CEO David Solomon https://t.co/SVoJamdaSh

— Bloomberg Economics (@economics) March 8, 2025

 

Money managers are flocking to bonds that hedge against inflation amid uncertainty about tariffs and their impact on the cost of living https://t.co/MWNw0fK7D5

— Bloomberg Economics (@economics) March 8, 2025

 

Wall Street strategists are warning about the rising odds of what stocks traders fear most: stagflationhttps://t.co/uJE22FgEq5

— Bloomberg Economics (@economics) March 8, 2025

 

A majority of French favor increased defense spending even if it means increasing France’s public deficit, according to an Ipsos poll that reflects the Trump administration’s policy shifts toward Europe and Ukraine https://t.co/cQsez8FeGE

— Bloomberg Politics (@bpolitics) March 8, 2025

 

 

EU의 대미 수출품의 약 '3분의 1'을 담당하고 있는 '독일'의 1월 산업 주문이 7% '급감'한 가운데, 폭스바겐·메르세데스-벤츠·BMW 등 완성차 3사는 '트럼프' 관세에 시장 점유율 유지에 어려움을 겪을 것이라는 '진단'이 나왔습니다. 마크롱 '프랑스' 대통령은 EU 긴급 '정상회의' 후 기자회견에서 '트럼프'가 나토의 '집단 방위'(제 5조)에 의문을 제기하자 "9·11 이후도 '잊었나'?"라고 반박했습니다.

 

UK house prices fell in February, according to mortgage lender Halifax, suggesting that high borrowing costs and economic uncertainty could finally be weighing on the property market https://t.co/E5qJdekdFd

— Bloomberg Economics (@economics) March 7, 2025

 

London house prices fall the most since 2023, Halifax data show https://t.co/7mpF9lXOBM via @irinaanghel12 pic.twitter.com/S3rZlle2VZ

— Zoe Schneeweiss (@ZSchneeweiss) March 7, 2025

 

The Labour government’s payroll tax increase will lift prices in the UK by as much as 0.2% in the year ahead, the Bank of England says https://t.co/jBKbt7sMwC

— Bloomberg Economics (@economics) March 8, 2025

 

Ramsden Abandons the BOE’s Doves in Sign of Slower Rate Cuts https://t.co/Xyh4tiGoM2

— Bloomberg Markets (@markets) February 28, 2025

 

 

한국의 '국부펀드'(KIC)가 런던 진출을 한 '영국'의 '소매업체'들은 소매가격 연간 하락세가 지속되며 '할인'에 의존하고 있고, 제조업체는 5년래 최대 규모로 일자리를 '감축'하고 있습니다. '인지세' 변경 전 모기지 신청이 급증할 것이라는 '가짜뉴스'와 달리 '국민연금'도 단독주택에 '5,400억 원'을 베팅했던 2월 '주택 가격'은 0.1% 하락했으며, 이는 1월의 수정된 0.6% 상승에 이은 것입니다.

 

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