'소비 킬러' 트럼프發 경기 침체 시작됐다

Here are the key takeaways from February's CPI report https://t.co/wnzae0dXil

— Bloomberg Markets (@markets) March 12, 2025

 

More than 1,600 banks and their subsidiaries tapped the Fed’s emergency lending program created to support the industry during the regional banking turmoil two years ago https://t.co/YsnTnO7ubI

— Bloomberg Markets (@markets) March 12, 2025

 

A new study maps the geography of residents' borrowing power — a little-explored metric of a community’s financial health https://t.co/czLEsB0lW3

— Bloomberg Economics (@economics) March 12, 2025

 

Senate Democratic leader Chuck Schumer says his party will block a Republican spending bill to avert a government shutdown on Saturday and urged the GOP to accept a Democratic plan to provide 30 days of interim funding instead https://t.co/h3v1sHhYTp

— Bloomberg (@business) March 12, 2025

 

 

내일(금) 미시간대 '소비자심리지수' 발표를 앞둔 가운데, 2월 '소비자물가지수'(CPI) 상승률이 전월 대비 '시장 전망'치 2.9%를 소폭 하회한 2.8% 상승한 것으로 나타났습니다. 품목별로는 주거비, 식품과 중고차 가격이 고루 올랐습니다. 식품 가격은 0.2% 상승했는데 이 중 계란값은 조류 인플루엔자 '여파'로 전월 대비 10.4%, 전년 대비 58.8% 치솟았습니다.

 

The US budget deficit continued to swell in February, pushing the shortfall to $1.15 trillion over the first five months of the fiscal year https://t.co/EKbK8JpGrD

— Bloomberg Economics (@economics) March 12, 2025

 

President Donald Trump is slated to meet with Republican members of the Senate Finance Committee, the panel responsible for crafting the multi-trillion tax cut bill Congress is aiming to pass this year https://t.co/XgUnfU31gR

— Bloomberg Economics (@economics) March 12, 2025

 

President Donald Trump is attempting what amounts to shock therapy for the US economy with the Elon Musk-led drive to cut government spending https://t.co/gdGx9P5rPC

— Bloomberg Markets (@markets) March 12, 2025

 

Donald Trump’s Interior Secretary is making the case that the oil, gas and minerals in the vast federal lands and waters he is charged with overseeing should be viewed as part of “America’s balance sheet” worth trillions of dollars. https://t.co/8Kjy50aRfk

— Bloomberg Economics (@economics) March 12, 2025

 

 

CPI 산정 시 가중치가 3분의 1로 가장 큰 '주거비'는 전월 보다 0.3% 상승했습니다. 1월(0.4%) 대비 오름폭이 둔화했지만 여전히 전체 품목 상승분의 절반을 주거비가 차지했습니다. '트럼프'發 무역 전쟁으로 인한 글로벌 경기침체가 하방 압력 중인 휘발유 가격은 1% 하락하면서 전체 에너지 가격은 0.2% 상승에 그쳤습니다.

 

The Bank of Canada made clear that global central banks are fighting an entirely different war than the pandemic. But post-Covid inflation fears are haunting policymakers as they try to protect their economies from Donald Trump’s tariffs https://t.co/o2w5cvaA7K

— Bloomberg Markets (@markets) March 12, 2025

 

Wall Street firms have been guessing how much lower stocks could fall before Trump put, to avoid financial downturn. Bloomberg's @alexandraandnyc explains https://t.co/5aBqQz3lfA pic.twitter.com/ZldcSnQHng

— Bloomberg Politics (@bpolitics) March 12, 2025

 

"We had anticipated this disinflationary momentum to carry through at least through the first half of 2025 because we had anticipated that tariffs would take a bit longer to be implemented," says @GregDaco

Tune in for more LIVE analysis here: https://t.co/4E17KOY0j7

— Bloomberg Opinion (@opinion) March 12, 2025

 

Donald Trump has ordered a number of investigations into trade fairness, issued several tariff threats verbally and imposed some import taxes since his second term started. Here's a Bloomberg compilation of the measures implemented so far https://t.co/gx2fqK45aT

— Bloomberg Economics (@economics) March 12, 2025

 

 

뉴욕증시 3대 지수는 '트럼프'發 캐나다의 '보복 관세' 조치에 CPI發 상승분을 반납하고 소비(인플레이션) 둔화와 '트럼프'의 '관세' 불확실성에 '혼조세'로 마감했습니다. 하워드 루트닉 상무장관은 '관세'가 '경기 침체'를 유발할지라도 가치가 있다고 전했습니다.

 

Investors are betting that Russia is about to sweep back into markets — a massive geopolitical gamble that could yet backfire https://t.co/h3tHzUqlNP

— Bloomberg Economics (@economics) March 12, 2025

 

Trump threatens to 'devastate' Russia if Putin refuses ceasefire https://t.co/MkcWtTIGfW

— The Standard (@theLDNstandard) March 12, 2025

 

German yield nears 3% milestone on historic pivot to more debt https://t.co/NS9D0V2vGB via @alicegledhill1 pic.twitter.com/vWjC0cNZOB

— Zoe Schneeweiss (@ZSchneeweiss) March 12, 2025

 

Japan’s equity investors see a limited impact from the GPIF's reported decision to keep its asset allocation unchanged in the next fiscal year from April https://t.co/kIGD7pIlaD

— Bloomberg (@business) March 12, 2025

 

 

'달러화'는 전망밑돈 CPI에도 '강세'를 보였고 달러-유로 환율 하락, 달러-엔 환율이 급등했습니다. '독일' 1월 산업생산은 증가했지만 수출이 급감한 가운데, 전일 '보복 관세'를 발표한 유럽연합(EU)은 "미국에 무한의존 '환상'을 깨라"면서 '방위비' 증액을 촉구한 바가 있습니다. '트럼프'는 캐나다와 EU에 '재보복' 방침을 시사했습니다.

 

On this episode of the Big Take podcast, @sarahsholder and @tonyhalpin discuss why some investors are eager to start doing business with Russia again and what that could mean for Russia and Ukraine’s economies https://t.co/UOo3LHbyZc pic.twitter.com/hVQZrYBSgY

— Bloomberg Politics (@bpolitics) March 12, 2025

 

Australian equities are pointing higher this morning after overnight gains in the US. Read more, as well as Bloomberg's other top stories in this morning's Australia Briefing by @KF_Wright https://t.co/Aojl2FNucj

— Bloomberg Asia (@BloombergAsia) March 12, 2025

 

Starbucks baristas are having lots of fun writing on cups, just not the way CEO Brian Niccol intended https://t.co/JVUJEpnEV4 via @opinion

— Bloomberg (@business) March 13, 2025

 

After US President Donald Trump imposed global tariffs on steel and aluminum, Canada revealed a list of retaliatory duties that apply to $20.7 billion of American goods — including ones used for Trump’s favorite pastime https://t.co/8dgeR5Xa6r

— Bloomberg Economics (@economics) March 12, 2025

 

 

철강·알루미늄 '파생상품'에도 25% 관세가 덮친 '2월 취업자' 중에 '청년 무직자'가 50만 명을 넘어서는 등 '건설업·제조업' 고용한파가 지속되고 있습니다. 71년 만에 '예외'로 풀려난 '김건희' 오빠 권한대행 '최상목'은 '마은혁' 헌법 재판관 임명을 거부하고, ★민가 '전투기 오폭' 사고와 관련해 군 지휘관들에게 '안보 상황'이 위중하다며 본연의 역할과 사명에 '충실'하라★고 말하였습니다.

 

Elon Musk finally got a big White House event for Tesla, but it's unclear how the car company benefits from Trump policies https://t.co/h5GccdTPO7

— Businessweek (@BW) March 12, 2025

 

President Donald Trump’s push to hollow out the Education Department this week sparked fresh angst among student borrowers https://t.co/EdXxXQrYaP

— Bloomberg Asia (@BloombergAsia) March 12, 2025

 

The amount of fentanyl seized at the US-Mexico border fell dramatically since January to its lowest level since December 2021 https://t.co/VAFUwoGcHt

— Bloomberg Economics (@economics) March 13, 2025

 

Former Philippine President Rodrigo Duterte has been arrested and is being accused of crimes against humanity by the ICC after his “war on drugs” that killed thousands.@cliffvenzon explains how Duterte's drugs war led him here and what's next https://t.co/qo7dw5B1BP pic.twitter.com/PxDoU9Gu4H

— Bloomberg Asia (@BloombergAsia) March 13, 2025

 

 

'철강'의 도시 피츠버그, '자동차'의 도시 디트로이트 등 '러스트 벨트' 노동자들과 '선벨트'의 MAGA 코어 지지층이 필요한 '트럼프'는 1기 때 '중간선거'를 앞두고 미·중 무역전쟁에 S&P 500 지수가 20% 가량 폭락하며 패배를 한 적이 있습니다. '관세'는 내수를 '희생'시켜 생산자를 돕는 정책입니다. '저소득층'(표多) 입장에선 '일자리'가 생기고 인플레이션이 '전기톱'에 갈려 나가 '경기 침체'('경착륙')가 와도 손해 볼 게 없습니다.

 

A second analyst covering Tesla is bracing for vehicle sales to drop this year, rather than rebound from the first annual decline in more than a decade https://t.co/pOKab3Mo5a

— Bloomberg (@business) March 12, 2025

 

Tesla (TSLA) Q1 delivery estimate on Wall Street is still at 418,000 EVs, but they are dreaming https://t.co/WFs7SLI0mL by @fredericlambert

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

 

China's major cloud service providers, car manufacturers including BYD and several local governments have all thrown their weight behind the new national AI champion. https://t.co/zVm6TxSGir pic.twitter.com/nVInddmIzJ

— Financial Times (@FT) February 27, 2025

 

CoreWeave has agreed a five-year contract with OpenAI https://t.co/k1s5U3sXvH

— Bloomberg Asia (@BloombergAsia) March 10, 2025

 

 

애틀란타 연방준비은행의 'GDP Now' 모델에 따르면, 소비가 70%를 차지하는 GDP 성장률 -2.4% 역성장 전망치가 나온 '트럼프'가 '정치적 생존'을 우선시 하여 미국에 대한 '반감이 쌓인' 동안 중국은 'AI 붐'에 중국·홍콩 주식시장에 외국인들의 '자금이 유입'되고 있습니다.

 

Impending tariffs on Canada and Mexico risk driving up US car prices by as much as $12,000 https://t.co/nYfuo1MDco

— Bloomberg Economics (@economics) March 8, 2025

 

Adding steel and aluminum tariffs to auto tariffs would cost carmakers billions of dollars and is “likely to shut the industry down,” says the head of Canada’s second-largest public car parts manufacturer, Linamar https://t.co/ET97mrDPwE

— Bloomberg Economics (@economics) March 9, 2025

 

In the market for a heat pump, home battery or EV?

Expect to pay more as Trump’s tariffs raise prices for climate-friendly products and components made abroad https://t.co/4xA8Scik3h

— Bloomberg Economics (@economics) March 8, 2025

 

The board of Swedish battery maker Northvolt has filed for bankruptcy in Sweden, having been unable to secure the necessary financing to secure its future https://t.co/iMzkKYjRHa

— Bloomberg (@business) March 12, 2025

 

 

지난해 글로벌 전기차 배터리 음극재 시장에서 중국은 '95%'에 해당하는 99만t을 공급하며 압도적인 우위를 유지했습니다. 기업별 점유율을 보면 중국 샨샨과 BTR이 각각 1위와 2위를 차지하며 시장을 주도하고 있습니다. 두 업체는 '닝더스다이'(CATL), '비야디'(BYD) 등 주요 배터리 제조사에 음극재를 공급합니다.

 

▲'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.▲

 

▲ '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.