3월 FOMC 요약 정리, 조삼모사(朝三暮四)

Jerome Powell weighed in on the state of the US economy on Wednesday. His outlook wasn’t all that reassuring: Here’s your Evening Briefing https://t.co/37JOWZzQkn

— Bloomberg Economics (@economics) March 19, 2025

 

“Powell has kept his head down. He’s been unbelievably disciplined,” says @D_W_Wilcox.

“His job this afternoon — and in coming appearances — is to maintain that discipline and don’t pick fights that he doesn’t need to pick.” https://t.co/AjsXQV93PU

— Bloomberg Opinion (@opinion) March 19, 2025

 

In its latest Summary of Economic Projections, the Fed raised its respective projections for year-end PCE inflation and the unemployment rate. At the same time, it lowered its economic growth forecast, noting in the policy statement, "Uncertainty around the economic outlook has… pic.twitter.com/MjyZxqVzpa

— Yahoo Finance (@YahooFinance) March 19, 2025

 

Here are key takeaways from the Fed's interest-rate decision https://t.co/XUTCi4RNtG

— Bloomberg Economics (@economics) March 19, 2025

 

 

3월 FOMC 회의에서 연방준비제도(Fed·연준)가 기준금리를 현행 4.25~4.5%로 '동결'했습니다. FOMC 참가자들의 금리 전망치를 담은 '점도표'는 올해 총 50bp의 추가 인하를 시사했습니다. 25bp씩 내린다면 두 번 인하가 있을 것이라는 의미로, '석 달 전'과 같은 경로입니다. 파월 의장은 '늦은 여름'까지 검토를 마무리할 것"이라고 밝힌 바가 있습니다.

 

US President Donald Trump will sign a long-anticipated executive order on Thursday that aims to shut down the Department of Education, acting on a key campaign pledge, according to a White House summary seen by @Reuters https://t.co/LdylJeLxpJ

— Reuters (@Reuters) March 20, 2025

 

It's a busy week at the Federal Reserve. @SalehaMohsin sits down with former Fed official Randy Quarles to discuss regulation, DOGE and Trump's approach to the Fed.

Listen to the full episode of the Big Take DC podcast wherever you get your podcasts https://t.co/57FvqTutUr pic.twitter.com/UsMFH4ZavK

— Bloomberg Politics (@bpolitics) March 19, 2025

 

"Get them here now!"

For the first time since the deadly California wildfires in January, recordings of 911 calls placed minutes after Eaton Fire flames flared up have been released. https://t.co/jf7HJvoTpr

— ABC News (@ABC) March 19, 2025

 

US Department of Health and Human Services cuts to HIV-prevention funding would have catastrophic consequences, a California lawmaker said in a letter pressing the agency to explain the decision. https://t.co/F7LZlhteDF

— Bloomberg Law (@BLaw) March 19, 2025

 

 

3월 'FOMC' '성명'에서 달라진 점은 '경제 전망'을 둘러싼 불확실성이 커져 양적긴축(QT) 속도를 늦추기로 결정함에 따라 간접적으로 통화부양 효과를 추구하겠다는 의지를 내비쳤습니다. '트럼프'가 촉발한 '관세' 불확실성으로 '경제 전망'이 어려워졌다는 점을 드러낸 것으로 '풀이'됩니다.

 

Canada has floated doing major defense deals with Europe and improving the continent’s access to its critical minerals, in response to President Donald Trump’s threats and his pullback from US defense commitments https://t.co/30zudGiREg

— Bloomberg Politics (@bpolitics) March 19, 2025

 

From kicking Tesla out of a car show to banning incentives for home chargers and new EVs, it’s safe to say that Canada is angry.https://t.co/RSpe7EY6yq

— InsideEVs (@InsideEVs) March 19, 2025

 

Oil executives pressed for faster permitting — and didn’t discuss concerns about falling crude prices — during a meeting with President Donald Trump on Wednesday, Interior Secretary Doug Burgum said https://t.co/cO34b1pNZZ

— Bloomberg Asia (@BloombergAsia) March 19, 2025

 

Here’s the latest news and analysis on the oil market https://t.co/LyBNZ7CQfH

— Bloomberg Middle East (@middleeast) March 19, 2025

 

 

뉴욕유가는 강세를 보였습니다. '중동'의 지정학적 긴장이 다시 살아나는 가운데 FOMC가 '경제 전망'을 둘러싼 불확실성이 커졌다고 언급하면서 상승폭은 완만해졌습니다. '트럼프'는 로비단체 미국 석유 협회(API) 소속 15명이 소속된 미국 '정유사' 10여 곳의 CEO와 만나 에너지 정책 관련 논의를 할 예정으로 전해졌습니다.

 

UK first-time buyers made up a record share of home loans last year as easing borrowing costs made houses more affordable https://t.co/yOnKZovF91

— Bloomberg Economics (@economics) March 20, 2025

 

Iceland’s central bank governor signaled that the island nation’s companies are likely to direct exports toward Europe as a response to a weakening of the US dollar https://t.co/lqZJftOsPd

— Bloomberg Economics (@economics) March 19, 2025

 

The EU said it will tighten steel import quotas to avoid becoming a dumping ground for cheap steel diverted from the US market after Washington imposed fresh tariffs https://t.co/p1Lzxgja4k pic.twitter.com/KQH6VKGy4n

— Reuters (@Reuters) March 19, 2025

 

A Goldman analysis suggests heightened immigration enforcement under the Trump administration may be discouraging foreign-born workers from participating in government surveys used to prepare employment data https://t.co/HF0Epdm8YN

— Bloomberg Economics (@economics) March 19, 2025

 

 

'트럼프'가 '다국적 기업' 부문의 '영향'으로 지난해 4분기 유로존 GDP에 분기 대비 0.2% 증가에 기여한 '아일랜드' 미할 마틴 총리와 '회동' 후 '아일랜드'계 UFC의 간판스타였던 '코너 맥그리거'를 만났습니다. '아일랜드' 경제는 '트럼프'가 관세를 인상하거나 세금 규정을 변경할 경우 경제가 상당한 타격을 입을 수 있으며, 심지어 경기 침체에 빠질수 있다는 '경고'가 나옵니다.

 

Treasury Secretary Scott Bessent said that as the Trump administration imposes specific reciprocal-tariff rates on US trading partners, there’ll be a focus on particular nations deemed most responsible for unfair commercial practices. https://t.co/vbdEfr73gK

— Bloomberg Economics (@economics) March 19, 2025

 

Swap markets in Asia are indicating a slight increase in bets on interest-rate cuts in the region as the dollar slumps https://t.co/6x1nqd20dB

— Bloomberg Economics (@economics) March 20, 2025

 

Chinese banks held their benchmark lending rates for a fifth straight month in the absence of more monetary easing https://t.co/Tkc3SRLcJc

— Bloomberg Economics (@economics) March 20, 2025

 

Argentina’s lower house of Congress upholds President Javier Milei’s emergency executive decree backing a new deal with the IMF, a key legislative step that clears the way for a formal announcement. https://t.co/Ylxk2bVKS8

— Bloomberg Economics (@economics) March 19, 2025

 

 

미국 GDP의 약 70%(2/3)를 차지하는 소비에 '영향'을 줄 것으로 전망되고 있는 '인플레이션'은 다소 상승 했고 3월 24일 USTR '공청회', 4월 2일 '트럼프'의 '상호관세' 시행과 '일본은행'(BoJ)은 5월 1일 '정책회의'를 앞두고 있습니다. '트럼프'의 '관세'로 인해 경제(수출·물가·소비)에 타격을 받을 국가들의 기준금리 정책 결정에 영향을 줄 수 있다는 해석이 나옵니다.

 

China’s AI startup Manycore is keen to grow its global presence, despite tensions between Washington and Beijing presenting increasing challenges https://t.co/XVq7ygP2n3

— Bloomberg Technology (@technology) March 19, 2025

 

CoreWeave, a cloud-computing provider that’s one of the hottest startups in AI, and some of its investors are seeking to raise about $2.5 billion at the midpoint of a marketed range in an IPO https://t.co/WEOQMmDDHk

— Bloomberg Technology (@technology) March 19, 2025

 

Los gigantes de la industria automotriz de EE.UU. llevan décadas temiendo un mundo dominado por China. En los países en desarrollo, ese día ya llegó. https://t.co/RC3oWjUdRA

— Bloomberg Economics (@economics) March 19, 2025

 

TotalEnergies is considering importing green hydrogen from a multi-billion dollar project under development in northeastern Brazil to supply its European refineries. https://t.co/RokfnIis3S

— Bloomberg Asia (@BloombergAsia) March 19, 2025

 

 

용기를 '뿜뿜' 주는 게 아니라는 점에서 실망스럽게 들릴지 모르지만, 실제로 현실에선 '허황한 용기백배'보다 자신을 알고 ★'다른 사람'★을 아는 안목을 갖는 것이 더 중요합니다. 실력은 없는데, 포부만 장대한 사람을 따랐다가는 '순식간'에 ★'나락'★을 마주하게 될 수도 있습니다.

 

Trump's phone call with Putin was a win for the Kremlin and leaves Ukraine little choice but to trust in US good intentions, writes @MarcChampion1 https://t.co/WVmibOU4Ak

— Bloomberg Opinion (@opinion) March 19, 2025

 

Israel’s military began a limited ground operation into Gaza, it announced on Wednesday, as the country steps up pressure on Hamas to release hostages https://t.co/8G8dtOpOvL

— Bloomberg Economics (@economics) March 19, 2025

 

As Europe enters a new chapter, it faces two crises set to define the future: climate change and defense. Get The Readout with @AllegraStratton https://t.co/ou1EfRdKxo

— Bloomberg Economics (@economics) March 19, 2025

 

Trump has threatened a 200% tariff on all alcoholic products shipped from the European Union, dismaying drinkers, restaurateurs, bar owners and suppliers across the US https://t.co/ma2lRMiwPu

— Bloomberg Economics (@economics) March 19, 2025

 

 

'브라질' 룰라 대통령이 '일본' 국빈 방문을 앞두고 수도 브라질리아에서 '일본' 언론과 합동 인터뷰를 갖고 '2차 대전' 전후 브라질에서 일어난 일본계 '이민자' 박해와 '강제 수용'에 대해 사과했습니다. 버크셔 해서웨이는 '미쓰비시' 등 일본 주요 5대 '종합상사'의 지분을 '확대'했고 '트럼프'의 '관세' 압박에 혼다, '도요타'는 美공장 '배터리'를 구매할 방침으로 전해졌습니다.

 

 

▲'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.