트럼프 관세, 농담 아닌 이유

JPMorgan cuts Tesla price target, sees stock getting slashed in half https://t.co/IYgHQqrfcK

— CNBC (@CNBC) March 12, 2025

 

Some 57% of Americans think President Donald Trump's moves to shake up the economy are too erratic, a Reuters/Ipsos poll finds. The respondents said Trump's policies have been unsteady as his efforts to tax imports have set off a global trade war https://t.co/AvzwIhVUix pic.twitter.com/fMuKWdrdJV

— Reuters (@Reuters) March 13, 2025

 

The worst of the US equity correction may be over, with credit markets indicating a lower risk of recession, according to JPMorgan https://t.co/3dAuJY2gJb

— Bloomberg Asia (@BloombergAsia) March 13, 2025

 

Deflationary pressures are continuing to weigh on the world’s second-largest economy. Here's what to know https://t.co/iQEGF73h7Z

— Bloomberg Economics (@economics) March 13, 2025

 

 

'트럼프'의 관세 정책을 옹호했던 제이미 다이먼 ★'JP모건체이스'★ 회장과 '블랙록'의 래리 핑크 CEO가 '무역 전쟁'을 야기시킨 '트럼프'의 '관세' 정책을 비판했습니다. JP모건의 라이언 브링크만 애널리스트는 12일(현지시간) '테슬라' 목표주가를 기존 135달러에서 120달러로 '하향 조정'했다고 밝혔습니다. 현재 주가 대비 '51%'가량 낮은 수준입니다.

 

Applications for US unemployment benefits were little changed last week, remaining roughly in line with pre-pandemic levels. https://t.co/kliTljzBq0

— Bloomberg Economics (@economics) March 13, 2025

 

EU egg prices soar to the highest in over a decade as the bird flu hits https://t.co/8wWofXH1YB via @maddielparkerr pic.twitter.com/D8Y1zX5UVb

— Zoe Schneeweiss (@ZSchneeweiss) March 13, 2025

 

Applications for unemployment benefits filed by federal employees remained at an elevated level as the Trump administration continued to terminate workers across US agencies. https://t.co/bHXUDaGpf5

— Bloomberg Economics (@economics) March 13, 2025

 

US wholesale inflation stagnated in February, helped by a decline in services costs and pointing to some relief on prices before additional tariffs were imposed by the Trump administration. https://t.co/XcrrCZ7LCQ

— Bloomberg Economics (@economics) March 13, 2025

 

 

2월 'PPI'가 전년 대비 3.2%, 전월(3.7%) 대비 -0.5%로 집계됐습니다. 시장 예상치를 크게 하회했는데, 지난해 7월 이후 최대 하락폭을 기록한 서비스 물가가 전월 대비 - 0.2% 하락한 여파입니다. '기계·차량' 도매 마진이 1.4% 내리면서 서비스 물가를 끌어내린 것으로 나타났습니다. 식료품·에너지 가격을 제외한 근원 PPI는 전년 대비 3.4%, 전월(0.5%) 대비 -0.1% 하락했습니다.

 

Mehmet Oz, Trump’s nominee to lead the Centers for Medicare and Medicaid Services, may have “significantly” underpaid Social Security and Medicare taxes in recent years, according to a memo https://t.co/iy7CduVKLr

— Bloomberg (@business) March 13, 2025

 

Dr. Oz want to gut Medicare — AND it looks like he cheated on his Medicare taxes.

Dr. Oz is once again demonstrating that he cannot be trusted to protect Medicare and Medicaid for millions of people. https://t.co/KPmTYT7kw0

— Elizabeth Warren (@SenWarren) March 13, 2025

 

"Profit-enhancing middlemen" are intensifying the clashes between US health insurers and providers, fueling frustration and confusion for patients https://t.co/KUkz48MOo8

— Bloomberg (@business) March 13, 2025

 

Why this week's positive inflation reports won't look as good to the Fed https://t.co/IImMkB5IPW

— CNBC (@CNBC) March 13, 2025

 

 

이날 PPI 보고서에서 연방준비제도(Fed)가 가장 눈여겨 보는 개인소비지출(PCE) 물가지수 구성 항목이 강세를 보였다는 점이 불안 요인으로 지적되고 있습니다. 세부적으로 병원 입원 치료비가 1% 올랐고, 투자 포트폴리오 관리 비용이 0.5% 상승했습니다. 이에 따라오는 28일 발표될 2월 PCE 물가지수는 예상보다 상승폭이 커질 수 있습니다.

 

Trump tariffs could boost U.S. inflation 1 percentage point: economist https://t.co/jV6buJwvRf

— Nikkei Asia (@NikkeiAsia) March 13, 2025

 

President Trump’s rapidly evolving trade war threatens to resurrect an all-too-familiar question for the Federal Reserve: If inflation moves higher, will it be transitory? https://t.co/pu6HSlqVGr

— Bloomberg Economics (@economics) March 9, 2025

 

The head of Trump’s government efficiency effort, Elon Musk, is emerging as a messaging punching bag for Democrats https://t.co/6ctz0ZBzQf

— Bloomberg Asia (@BloombergAsia) March 13, 2025

 

The outlook for US inflation is hazy https://t.co/En5ePEdPwZ

— Bloomberg Economics (@economics) March 13, 2025

 

 

예상치를 하회했으나 2월 CPI에 반영되지 않은 '트럼프'가 '중간선거'를 앞두고 '관세'로 '위험한 불장난'을 저지른 '무역 전쟁'의 '여파'도 향후 물가를 자극할 수 있는 요인입니다. '관세' 효과가 경제에 본격적으로 반영되기 시작하면 수입품 가격이 상승하고, 소비자가격 인상으로 이어질 수 있습니다.

 

President Donald Trump threatened to enact a 200% tariff on European wine, champagne and other alcoholic beverages, the latest escalation in a brewing trade war between the US and the EU https://t.co/ZdbIAWHvlk

— Bloomberg Economics (@economics) March 13, 2025

 

Trump Threatens 200% Tariff on Alcohol as European Union Retaliates in Trade War https://t.co/sxSD2u0Z3z

— Mediaite (@Mediaite) March 13, 2025

 

Trump's 200% tariff threat on EU wine, alcohol could 'essentially eliminate' the products from the US https://t.co/F521gd2wuh by @BrookeDiPalma

— Yahoo Finance (@YahooFinance) March 13, 2025

 

President Donald Trump threatened to impose a 200% tariff on wine, champagne and other alcoholic beverages from the EU, an escalation in the brewing transatlantic trade war: Here's your Evening Briefing Europe https://t.co/GzVjACB0Ok

— Bloomberg Middle East (@middleeast) March 13, 2025

 

 

중국이 ★'공화당 표밭'★을 겨냥한 보복 관세 시행에 이어 유럽연합(EU)이 '예고' 했던데로 '트럼프'의 '관세'에 ★'공화당 텃밭'★을 겨냥한 보복 관세를 부과하겠다고 밝혔습니다. 그러자 '트럼프'는 미국산 '버번 위스키'에 부과하기로 한 50% 관세를 철회하지 않으면 프랑스와 EU산 와인, 샴페인, 알코올 제품에 200%의 '관세'를 부과할 것이라고 말하였습니다.

 

President Trump called for ending a bipartisan $52 billion semiconductor subsidy program that’s spurred more than $400 billion in investments from companies like TSMC, Intel and Samsung.@kaileyleinz explains https://t.co/WehIlFIHfY pic.twitter.com/Fhgv6ZpbVL

— Bloomberg (@business) March 11, 2025

 

Intel named former board member and industry veteran Lip-Bu Tan as its boss. The appointment comes three months after the chip giant ousted CEO Pat Gelsinger, whose costly and ambitious plan to turn the company around was faltering https://t.co/gLND0tvKh4 pic.twitter.com/IslsdhDi0s

— Reuters (@Reuters) March 13, 2025

 

A leading Chinese copper producer is cutting run rates and bringing forward planned maintenance as a plunge in processing fees and cut-throat competition force producers to scale back some operations https://t.co/P0b1Y6OiSc

— Bloomberg Asia (@BloombergAsia) March 13, 2025

 

Trump's Treasury chief on 200% EU tariff threat: 'Not sure why that's a big deal' for markets https://t.co/1sxIR9wmck

— CNBC (@CNBC) March 13, 2025

 

 

'트럼프'가 "절대로 '뜻'을 굽히지 않겠다"면서 MAGA 지지층을 겨냥한 것으로 해석되는 "더는 '갈취'를 당하지 않겠다"는 '관세'에 무역(→ 경제 ↔ 물가, 금리, '환율' → 일자리 → 선거) 전쟁이 '격화'되고 있습니다. 하워드 러트닉 미 상무장관은 '철강·알루미늄' 관세를 막을 수 없다며 '구리'도 추가할 것이라고 말하였고, '스콧 베센트' 재무장관은 '증시' 불안에 '실물경제'에 집중하겠다고 말하였습니다.

 

Trump Tariffs and a Government Shutdown Loom@margbrennan joins @tomkeene and @ptsweeney on Bloomberg Surveillance.

Watch Tom and Paul LIVE every day on YouTube: https://t.co/NnrVyxJH46 pic.twitter.com/EzdzZGN6nJ

— Bloomberg Radio (@BloombergRadio) February 28, 2025

 

The ultra-conservative House Freedom Caucus throws its backing behind a stopgap funding package, boosting Speaker Mike Johnson’s attempt to pass the bill without the help of Democrats and avert a government shutdown this week https://t.co/5lLrkSuo6K

— Bloomberg Economics (@economics) March 11, 2025

 

Sources tell WIRED that Elon Musk has wanted a government shutdown in part because it would potentially make it easier to eliminate the jobs of hundreds of thousands of federal workers. https://t.co/QOwJSlruQm

— WIRED (@WIRED) March 11, 2025

 

Senate Minority Leader Charles Schumer said on the Senate floor Wednesday that not enough Democrats support the Republican-led funding measure that passed the House on Tuesday with days to go until a shutdown deadline. https://t.co/UP1lZiC5M4

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

 

 

시장이 5월 인하에 '베팅'을 하고 있는 뉴욕증시는 우호적 매크로에도 불구하고 ★'셧 다운'★ 시일을 '하루' 앞두고도 '트럼프'의 "입"이 발목을 잡았습니다. PCE에 반영되는 2월 PPI의 일부 구성요소가 오른 데다 '트럼프'가 유럽산 주류에 대해 '관세' 위협을 가하면서 'DXY'가 급등하며 '달러-원' 환율도 상승폭을 확대했습니다.

 

Gold rose to a record as President Donald Trump’s aggressive tariff agenda and a weak inflation report fanned fears about the outlook for US growth https://t.co/P5FmWndvK9

— Bloomberg Markets (@markets) March 13, 2025

 

Treasuries extended losses for a third day as angst surrounding the looming impact of the Trump administration’s trade policy overshadows soft producer price inflation https://t.co/3SretkaV3I

— Bloomberg Economics (@economics) March 13, 2025

 

Here’s the latest news and analysis on the oil market https://t.co/Sc1hHObRSq

— Bloomberg Middle East (@middleeast) March 13, 2025

 

Treasury Secretary Bessent says a 'detox' period for the economy does not have to be a recession https://t.co/ZH5wQEi5ER

— CNBC (@CNBC) March 13, 2025

 

 

뉴욕채권은 '트럼프'發 '위험회피' 심리가 커지면서 강세로 전환했고 뉴욕 금 가격은 '트럼프'發 '안전선호' 심리 강화 현상이 나타났습니다. 우크라이나 종전 협상에 위험심리가 일부 완화됐던 상승폭을 반납한 뉴욕유가는 '트럼프'發 글로벌 '경제 위축'에 에너지 수요가 감소할 수 있다는 관측에 하락 마감했습니다.

 

President Trump said serious talks are being held with Vladimir Putin about ending the war in Ukraine.

"It'll be a very disappointing moment for the world" if Russia doesn't agree to the truce, he said https://t.co/PMxnJeItvJ pic.twitter.com/mtpg1fVrMz

— Bloomberg (@business) March 13, 2025

 

Putin says Russia backs Ukraine ceasefire but any deal must address 'root causes' https://t.co/qmf9EUpy61

— CNBC (@CNBC) March 13, 2025

 

"The ball is in Russia's court," says European Commission Vice President Kaja Kallas on a potential ceasefire in Ukraine https://t.co/GifI9XlnYZ pic.twitter.com/XPsigaegNI

— Bloomberg TV (@BloombergTV) March 13, 2025

 

China stands to gain from the ongoing trade wars between the US and its allies, the European Union’s foreign policy chief Kaja Kallas said https://t.co/Ri9BMKaDhF

— Bloomberg Politics (@bpolitics) March 13, 2025

 

 

'러시아'가 쿠르스크 요충지 '수자'를 탈환하자 푸틴은 '트럼프'가 '보란 듯이' 쿠르스크 전선을 시찰하고 우크라이나 군을 '신속 격파'로 속히 탈환할 것을 군에 지시했습니다. 러시아는 '트럼프'가 수용을 촉구한 '30일 휴전안'을 사실상 '거부'하고 부정적 입장을 미 측에 '전달'했습니다. 북한을 또 '핵 보유국'이라 지칭한 '트럼프' 없는 유럽에서 '자강론'이 나오는 가운데, 핀란드는 우크라이나에 '무기 지원' 패키지를 발표했습니다.

 

Some of Asia’s wealthiest clans have been torn apart by explosive family feuds, sparked by ruthless power plays, fraught succession plans and absent wills.

More on the dynastic clashes and the immense amounts of money at their center. ⤵ https://t.co/0FApy7tMtF

— Bloomberg (@business) March 14, 2025

 

“If you want to be rich, you just buy property!” A surge in Singapore property owners making big profits selling their condos – without even moving in, is raising prices and testing authorities in one of the world's priciest private home markets https://t.co/39GPUBif9o

— Bloomberg Wealth (@wealth) March 14, 2025

 

CATL reports earnings details Friday that may provide useful clues for investors after its stock’s underperformance versus most EV battery rivals https://t.co/JeknJ0rTZA

— Bloomberg Asia (@BloombergAsia) March 13, 2025

 

Barbados is calling on developing countries to work together on climate as a way to counteract absent leadership and cuts in funding from rich countries https://t.co/cyRrLhqKv2

— Bloomberg Wealth (@wealth) March 13, 2025

 

 

7개월 연속 외국인이 '순매도' 중인 한국 증시는 '최상목'이 명태균 특검법에 8번째 거부권으로 정국 불안이 가중 될 것으로 보입니다. '차기 대선'과 관련 여론조사에서 ① 현 정권 유지, 여당 후보 당선 41% vs 현 정권 교체, 야당 후보 당선 51% (8% 유보) ② 윤석열 탄핵 찬성 58%, 반대 37%로 '집계'됐습니다.

 

▲'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'(목표 주가 '120 달러') 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.