트럼프發 주식시장, 무역질서 혼란

"I think this country’s going to boom.”

President Donald Trump downplayed a sharp market selloff spurred by worries that his tariff agenda will drag the world’s largest economy into a downturn https://t.co/zrHPD82Arm pic.twitter.com/i2QdjXqZA3

— Bloomberg TV (@BloombergTV) March 11, 2025

 

Goldman Sachs strategists have significantly raised their forecasts for US credit spreads amid tariff risks and signs the White House will tolerate near-term economic weakness https://t.co/flZ6E7zxAL

— Bloomberg Markets (@markets) March 12, 2025

 

President Donald Trump said he was increasing the steel and aluminum tariff on Canadian goods to 50% to retaliate against Ontario’s move to place a levy on electricity imported from the US. https://t.co/Dch6vFkJsj

— Bloomberg Economics (@economics) March 11, 2025

 

Ontario’s premier repeated that he’s willing to shut off electricity exports to the US to send a message to the White House after President Donald Trump said he’ll double tariffs on Canadian steel and aluminum to 50%. https://t.co/qLGIs8Tmbd

— Bloomberg Economics (@economics) March 11, 2025

 

 

'트럼프'가 캐나다 온타리오주가 미국으로 보내는 전력에 대해 25% 할증료를 부과한 것에 대해 보복성으로 부과하려던 캐나다산 철강·알루미늄 25% '관세'를 철회했습니다. '트럼프'의 '50% 인상' 위협에  대미 수출 전기에 대한 할증료 부과를 잠정 중단하자 25% '관세'를 '철회'한 것입니다.

 

A warm personal relationship between Modi and Trump hasn’t spared India from being in the tariff firing line. Here's why India is so worried about Trump's tariff threats https://t.co/1FNVGkS0kZ

— Bloomberg Politics (@bpolitics) March 12, 2025

 

The Canadian dollar slid to a weekly low and local bonds rallied after US President Donald Trump said he would raise steel and aluminum tariffs on Canada to 50%, doubling a planned levy set to take effect just after midnight. https://t.co/LmEeeZOwAp

— Bloomberg Economics (@economics) March 11, 2025

 

US job openings rose in January, indicating steady demand for workers as the Trump administration took office. https://t.co/O2y47C1UVp

— Bloomberg Economics (@economics) March 11, 2025

 

President Trump climbed into a cherry-red Tesla Model S as Elon Musk acted as a salesman of sorts. Critics said the spectacle stretched the bounds of what is ethical in the White House, with Trump openly seeking to boost the financial fortunes of Musk. https://t.co/bCH0B0urgn

— The Washington Post (@washingtonpost) March 12, 2025

 

 

이 과정에서 ★'뉴욕증시'★가 '요동'을 친 것인데, 전일 급락에 따른 기술적 매수세 유입과 경기침체 징후 속 전월 750만 건보다 약 24만 건 증가한 수치로 예상치 760만 건을 '상회'하며 774만건으로 집계된 1월 ★'JOLTs'★ 소식에도 '트럼프'의 캐나다에 대한 보복 '관세' 노이즈, ★2월 'CPI 경계감'★ 등으로 장중 변동성이 빈번하게 확대되며 하락 마감했습니다.

 

House Republicans passed legislation to keep the US government open past a Saturday shutdown deadline, daring moderate Democrats in the Senate to block the measure over objections it fails to constrain Elon Musk’s cost-cutting crusade. https://t.co/GRfFROaLc3

— Bloomberg Government (@BGOV) March 11, 2025

 

Senate Democrats are caught between a rock and a hard place ahead of a shutdown deadline after House Republicans carried a full-year stopgap mostly along party lines. https://t.co/Pg78Rt6Sd5

— Bloomberg Government (@BGOV) March 12, 2025

 

The regional premium for aluminum delivered to the US market stood at a record high as US President Donald Trump said he’ll impose a 50% tariff on Canadian shipments of the lightweight metal. https://t.co/dDPNkm50zc

— Bloomberg Asia (@BloombergAsia) March 11, 2025

 

Gold steadied after a modest decline as investor concern about a US slowdown ignited a broad retreat in stocks and most commodities https://t.co/Yx7ObU99K3

— Bloomberg Economics (@economics) March 11, 2025

 

 

'트럼프'의 발언에 DXY도 103.582 수준까지 올랐지만, 미국 경기둔화 우려와 '유로 강세' 영향을 받으며 하락세를 탔습니다. '트럼프' 행정부의 '관세' 정책 행보가 경기침체 우려를 고조시켜 위험자산 회피·안전자산 선호 심리가 강화된 가운데, 달러 약세가 금값에 '상승 탄력'이 되었습니다.

 

AustralianSuper, the nation’s largest pension fund, is being sued by the regulator over allegations it failed to adequately process thousands of death benefits claims https://t.co/Sh8OyyTxst

— Bloomberg Asia (@BloombergAsia) March 12, 2025

 

Ukraine says it’s ready to accept an immediate ceasefire, but we're still waiting to hear whether Russia will agree to the terms https://t.co/LPnWrv53V5 via @opinion

— Bloomberg (@business) March 12, 2025

 

Here’s the latest news and analysis on the oil market https://t.co/PDMpMQ8dQS

— Bloomberg Middle East (@middleeast) March 11, 2025

 

Trump is unleashing sweeping import tariffs that he says will reverse the decline of America’s steel towns https://t.co/hWdenUeku1

— Bloomberg Economics (@economics) March 12, 2025

 

 

국제유가는 미국과 우크라이나가 30일간 '일시 휴전'에 합의함에 따라 '관세' 불확실성 속 자산 시장 전반적으로 위험 회피 심리가 일부 완화하면서 '원유 시장'도 매수세가 유입되며 소폭 상승했습니다. '트럼프'發 '오락가락', '갈팡질팡' 행보가 주식시장과 무역질서를 '혼란'에 빠뜨리고 있다는 '지적'이 나옵니다.

 

윤 대통령 탄핵 선고 관건은? 쟁점별 '중대한 법 위반' 여부#윤석열 #대통령 https://t.co/7TNQFVvqz2

— 한국일보 (@hankookilbo) March 12, 2025

 

“A 25% tariff on steel and aluminum with no exceptions or exemptions will go into effect for Canada and all of our other trading partners at midnight, March 12th,” White House Spokesman Kush Desai says in a statement https://t.co/JYwWZNeXsr

— Bloomberg Economics (@economics) March 11, 2025

 

지지자들을 독려하는 메시지를 '전언' 형태로 계속 전달하고 있습니다.#윤석열 #대통령 #관저 https://t.co/PZbAgsPn02

— 한국일보 (@hankookilbo) March 11, 2025

 

BREAKING: Donald Trump's 25% tariffs on steel and aluminum imports took effect without any exemptions https://t.co/ARGgkDnRdg

— Bloomberg TV (@BloombergTV) March 12, 2025

 

 

'트럼프'가 '예고'한 철강·알루미늄 '관세'가 '내일'(현지시간 3월 12일)부터 시행됩니다. 미국 적대국 중 북한, 중국, 러시아와 이란, 쿠바와 함께 미국 동맹국 중 유일하게 '민감국가' 목록에 나란히 이름을 올린 한국 외교부는 미국 측에 어떠한 설명도 듣지 못하고 있으며 사태 파악 조차 하지 못하고 있습니다.

 

The veteran head of markets at one of Japan’s largest banks sees the potential for the central bank to raise benchmark interest rates to a three-decade high of 2% if economic trends persist. https://t.co/LPrAIrkXWg

— Bloomberg (@business) March 12, 2025

 

A senior European executive at the Japanese carmaker warned of more 'political whirlwinds' ahead as the sector tries to navigate supply chain challenges from Trump's trade war. https://t.co/iKE9Ux56H0 pic.twitter.com/3gbWpgCiCg

— Financial Times (@FT) March 12, 2025

 

President Donald Trump’s administration hit out at Japan’s elevated rice tariffs, signaling that the grain and Tokyo will likely be targeted as the US seeks to apply reciprocal tariffs in the coming weeks https://t.co/lS0JqrAAuM

— Bloomberg Markets (@markets) March 12, 2025

 

Japan’s rice harvest went up last year, and yet 230,000 tons appear to be missing.

Where has it gone? https://t.co/TeimkYNtOT

— Bloomberg (@business) March 12, 2025

 

 

한국은 '내수 부진', 건설업 부진과 '수출 악화'로 3개월째 경기 하방 위험이 확대됐고 가계소비 최후의 보루로 불리는 자식 '교육비'마저 감소했습니다. '관세' 제외 설득에 '실패'한 일본 내각부의 수정된 4분기 GDP 성장률은 '물가 상승'으로 인한 소비 약화에 기인하여 이전 2.8%에서 2.2%로 하향 조정됐습니다.

 

The European Union’s offering of a new bond pulled in more than €85 billion of orders, showing solid appetite for its debt just as the region looks to spend more on defense https://t.co/dkYoV4bdGi

— Bloomberg Markets (@markets) March 11, 2025

 

EU Responds to US Tariffs on Aluminum, Steel https://t.co/KomKHs6SIh

— Bloomberg Energy (@BloombergNRG) March 12, 2025

 

EU to impose counter tariffs on over $28 billion of US goods https://t.co/rieTtg6EqV

— Yahoo Finance (@YahooFinance) March 12, 2025

 

The EU just threw into question an agreement Tesla struck to help Toyota and other automakers meet emissions standards this year https://t.co/6ktPdmBpyX

— Bloomberg (@business) March 11, 2025

 

 

'트럼프'가 '부채한도' 상향 합의가 여전히 이루어지지 않은 상황에서 채권 공급을 늘리는 것은 불가능하기에, '정치적 생존'을 위해 경기 둔화 우려를 높여서 채권 이자 부담을 줄이려, '관세'로 촉발시킨 '무역 전쟁'으로 강달러를 '지향'하면서도, 위험회피·안전자산 선호를 야기시켜 시장 금리 수준을 낮추는 '3중 저글링'을 하고 있다는 지적이 나옵니다.

 

Salesforce plans to invest $1 billion in Singapore over the next five years, joining other US technology companies in betting on growth in Southeast Asia https://t.co/WIdZ2JGBCk

— Bloomberg Technology (@technology) March 12, 2025

 

China has issued more licenses allowing copper smelters to export metal tax-free, aiding local producers and paving the way for greater overseas sales at a time of upheaval in the global market. https://t.co/plnEkuHGp4

— Bloomberg Asia (@BloombergAsia) March 12, 2025

 

Economists forecast that US inflation probably stayed elevated last month after a large increase in January, adding to evidence that progress on taming prices has stalled https://t.co/aT8sgNj6oG

— Bloomberg Economics (@economics) March 11, 2025

 

Elon Musk’s fans are known for their commitment to Tesla, but in the current rout of the stock even long-term believers are backing away https://t.co/WMsQ9X4MAg

— Bloomberg Asia (@BloombergAsia) March 12, 2025

 

 

'트럼프'發 '관세' 불확실성과 CPI 경계감에 '증시 불안'이 '지속'되는 가운데, 바이든 정부 때 확장재정으로 2개의 전쟁 중에도 독보적인 경제 성장으로 인해 전 세계 자본이 쏠려 고평가 종목들에 비해 저점 매수세는 없고 캐시 플로우는 제한적인 상황에서, '트럼프' 1기 당시 미·중 무역 전쟁에 따라 S&P 500이 1년 동안 20% 넘게 하락했기 때문에 '중간선거' 전에 '증시 급락'을 유도했다는 분석이 나옵니다.

 

▲'관세'를 정치적 전략으로 쓰며 '금리'와 '환율'에 '재앙' 같은 '주댕이'를 가만 두지를 않은 ★'트럼프'★와 '주댕이'를 가만 두질 않는 '미국'판 김건희, 親'중국' '테슬라'(TSLA) DOGE 수장 '병신 광대' ★'일론 머스크'★ 감옥 운동 중입니다.▲

 

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