*US FEB. PERSONAL INCOME RISES 0.8% M/M; EST. +0.4%
— *Walter Bloomberg (@DeItaone) March 28, 2025
*US FEB. PERSONAL SPENDING RISES 0.4% M/M; EST. +0.5%
*US FEB. REAL PERSONAL SPENDING RISES 0.1% M/M; EST. +0.3%
The core PCE index, which strips out food and energy costs, rose 0.4% from the prior month during February, above economists expectations for a 0.3% increase.
— Yahoo Finance (@YahooFinance) March 28, 2025
The reading was higher than the 0.3% increase seen in January.https://t.co/HId0Lje5HE pic.twitter.com/Fd04Ao19QW
If you shop at the grocery store, fill your car with gas, or care about inflation and our nation’s economy, this is your fight too.
— Elizabeth Warren (@SenWarren) March 28, 2025
These illegally fired FTC commissioners work to hold big corporations accountable—and now they’re suing.
We've got to have their backs. https://t.co/oZFc5xxw3P
Coming into the new presidency the playbook for traders was obvious. Bet it all on a core of America First-linked champions, from Tesla and crypto to smaller companies. https://t.co/jwGAi1d1y1
— Bloomberg Crypto (@crypto) March 28, 2025
'테슬라'(TSLA:NSD) '일론 머스크'가 '출산율'로 '조롱'을 한 K-'테순돌이'들(Teslam)이 주요 경제 지표 및 일정 1번을 보질 않고 '트럼프'의 관세전쟁에도 '뉴욕증시'가 상승을 한다고 곱버스(QQQ)에 지르고 있는 '베팅'을 했습니다. 고물가 속 경기침체를 뜻하는, 농담 아닌 '스태그플레이션' 공포에 나스닥만 2.7% '급락'을 했습니다.
The Fed's preferred measure of inflation (Core PCE) moved up to 2.8% in February & remains well above their 2% target that has yet to be achieved. The market is expecting the Fed to hold rates steady again at their next meeting on May 7 (at 4.25-4.50%).https://t.co/rQuXrxVpWs pic.twitter.com/a3ZyzzwgNk
— Charlie Bilello (@charliebilello) March 28, 2025
The Federal Reserve’s preferred inflation metric rose at a stubborn pace in February and household demand was weaker than expected, illustrating a more guarded consumer amid growing concerns about finances. https://t.co/YA70FvCK8X
— Bloomberg Economics (@economics) March 28, 2025
.@rickjnewman explains how DOGE's IRS layoffs could backfire: pic.twitter.com/qEWY1wCqYp
— Yahoo Finance (@YahooFinance) March 28, 2025
The latest data show long-term inflation expectations jumped to a 32-year high as American anxiety over Trump’s tariffs continued to build: Here’s your Evening Briefing https://t.co/RDpjW9ptWr
— Bloomberg Markets (@markets) March 28, 2025
연방준비제도(Fed·연준)가 '주목'하고 '선호'하는 물가 지표인 개인소비지출(PCE) 가격지수가 지난달 예상보다 더 큰 폭으로 상승하며 인플레이션 압력이 여전한 것으로 나타났습니다. 근원 PCE가 시장의 전망치를 웃돈 가운데, '트럼프'의 관세정책으로 인플레이션이 더욱 '끈적'해져 연준이 금리인하에 나설 가능성은 더욱 작아졌습니다.
Russia's Putin says it would be a 'profound mistake' to dismiss Trump's push for Greenland https://t.co/bq5E3SDHJ7
— CNBC (@CNBC) March 28, 2025
Novo Nordisk defends disappointing next-gen obesity drug: 'It will be an important product' https://t.co/fl3dsJ39Tl
— CNBC (@CNBC) March 28, 2025
The University of Michigan's final consumer sentiment index for March fell to 57.0 from a preliminary reading of 57.9 as year-ahead inflation expectations increased from 4.3% to 5.0%.
— Bloomberg TV (@BloombergTV) March 28, 2025
Mike McKee reports https://t.co/BXzvyn9gZB pic.twitter.com/KUWkyyl58x
Consumer sentiment falls to lowest since November 2022 as labor market optimism continues to fade https://t.co/Fuo6qhWRUT by @MylesUdland
— Yahoo Finance (@YahooFinance) March 28, 2025
3월 '미시간대' '소비심리지수'는 '57.0'으로 약 6,000기의 핵 보유국 러시아 블라디미르 푸틴이 '우크라이나' 침공 전쟁을 저지른 '2022년' 11월 이후 '최저치'로 집계되며 3월 들어서도 '급락' 흐름을 이어갔습니다. 1년 인플레이션 기대치가 5%로 인플레이션이 절정을 기록했던 '2022년' 수준으로 높아졌습니다.
US consumer sentiment tumbled this month to a more than two-year low and long-term inflation expectations jumped to a 32-year high as anxiety over tariffs continued to build https://t.co/h5sYztjQf0
— Bloomberg (@business) March 28, 2025
The billionaire family controlling Porsche and Volkswagen is eyeing a major investment in the defense industry as its automakers struggle with rising trade tensions and muted demand https://t.co/61q1d90fKA
— Bloomberg Economics (@economics) March 26, 2025
WHAT ARE THE ODDS OF A U.S. RECESSION IN 2025?
— *Walter Bloomberg (@DeItaone) March 28, 2025
🔸 Kalshi: 40%
🔸 Larry Summers: 50%
🔸 J.P. Morgan: 40%
🔸 CNBC Fed Survey: 36%
🔸 Moody’s Analytics: 35%
🔸 Pimco: 35%
🔸 Goldman Sachs: 20%
The U.S. economy faces uncertainty in 2025, with recession odds rising. Experts estimate… pic.twitter.com/TGb42Ndn2W
In 2023, we had a period of increasingly negative sentiment, a vibecession, without so much as a hiccup in growth. For investors that's encouraging as the hard data are still solid despite negative consumer sentiment. https://t.co/eLYP86OLzU
— Bloomberg Economics (@economics) March 26, 2025
장기인플레이션 기대치는 32년 만에 '최고치'로 올랐습니다. '소비자'들은 향후 5~10년 동안의 가격상승률이 연간 4.1% '상승'할 것으로 전망했습니다. 이는 1993년 2월 이후 가장 높은 수치입니다. 현재 경제 상태를 나타내는 현재여건지수는 63.8로 전월보다 2.9% 줄어든 반면 1년 뒤 경제에 대한 전망지수는 52.6으로 17.8% 급감했습니다.
Wal-Mart de Mexico, the local unit of the US retail giant, plans to invest $6 billion this year in its Mexico operations to add more locations https://t.co/mG80asdIvP
— Bloomberg Economics (@economics) March 27, 2025
A key Republican lawmaker called on President Donald Trump to renegotiate the US-Mexico-Canada free-trade agreement in order to provide an off-ramp to new tariffs on automobiles announced this week. https://t.co/yZbKAtwN9w
— Bloomberg Economics (@economics) March 28, 2025
Look, I don't know why @AIDRIVR insists on destroying his credibility with rational people just for some brownie points with the $TSLA cult, but he is straight-up lying, and he knows it.
— Fred Lambert (@FredericLambert) March 17, 2025
I just went on a quick drive to prove him wrong. You need 2-3x the amount of torque to… https://t.co/9g010IYQOZ pic.twitter.com/mNJGRTiTdl
3 reasons why Lululemon stock is getting hammered on earnings https://t.co/yJxQJVKncB by @BrianSozzi
— Yahoo Finance (@YahooFinance) March 28, 2025
애틀랜타 연방준비은행의 GDP 나우(now) 모델에 따르면, 최근 영국 → 미국 '수송작전' 등에서 금 수입 급증 관련 논란을 반영해 별도로 발표하고 있는 '금 조정'(Gold-adjusted) 추정치를 반영한 올해 1분기 성장률도 -0.5% 역성장을 할 것임을 시사했습니다. 관세로 미국에 경제적 피해를 입힌 '트럼프'는 1월 '광업·제조업' 주도로 성장한 '캐나다'와 유럽연합(EU)이 협력해 미국에 경제적 피해를 입히면 '훨씬 큰' 관세를 물리겠다고 말했습니다.
Maybe it's not all Trump's fault? Accelerator, agitator, amplifier, catalyst even of all sorts of things perhaps.. but almost certainly not the cause. https://t.co/OlGIJIYxla
— Merryn Somerset Webb (@MerrynSW) March 29, 2025
St. Louis Fed President Alberto Musalem said it’s not clear the impact of tariffs will prove temporary and cautioned that secondary effects could prompt officials to hold interest rates steady for longer https://t.co/o65eJRzi0T
— Bloomberg Economics (@economics) March 26, 2025
Nigel Farage is trying to sell Trumpism to British voters. But the US president is complicating the electoral path for his biggest cheerleader. https://t.co/iisKz3AnjQ
— Bloomberg UK (@BloombergUK) March 29, 2025
School meals attract funding to help make farming more sustainable and resilient to climate change https://t.co/WQhElErEWt
— Bloomberg Economics (@economics) March 28, 2025
알베르토 무살렘 미국 세인트루이스 연방준비은행(연은) 총재는 "관세 인상이 인플레이션에 미치는 영향이 완전히 일시적일 것이라고 가정하거나, 완전한 '간과' 전략이 반드시 적절할 것이라고 생각하는 것에 대해 경계해야 한다"면서 '트럼프'의 실효 관세율이 10% 인상될 경우, 완전히 시행된다면 '연준'이 '금리 인상'을 다시 고려할 수 있는 "PCE 인플레이션율을 최대 1.2%p까지 증가시킬 수 있다"고 '경고'했습니다.
COLUMN: There's a lot more oil than crude in today's petroleum market.
— Javier Blas (@JavierBlas) March 20, 2025
In trying to gauge oil prices, it helps to count the barrels — all of them. And that includes natural gas liquids and condensates. And to know the OPEC+ loopholes.@Opinion #OOTThttps://t.co/ftUIgRU5O5
Trump’s plan to impose a 25% tariff on auto imports put a dent in shares of carmakers across the world and set off a scramble among trade negotiators to calibrate a response https://t.co/BjHffPy6eC
— Bloomberg Economics (@economics) March 27, 2025
Podcast: Trump’s dumb auto tariffs explained, Tesla in the crosshairs, new Nissan Leaf, more https://t.co/Sqy9jYPSPT
— Electrek.co (@ElectrekCo) March 28, 2025
President Trump announces 25% tariffs on all cars not made in the United States.
— Yahoo Finance (@YahooFinance) March 29, 2025
Here's what to know: pic.twitter.com/ofgtembnje
뉴욕 국채가는 농담 아닌 '스태그플레이션' 위험을 시사한 PCE 결과로 인한 위험회피로 '단기물' 급증, '장기물 약세' '전환' 속 중장기물의 상승폭이 더 큰 '불 플래트닝', 장·단기 '역전 현상' 조짐이 나타나며 '급등'을 했습니다. 뉴욕 금가격은 '무역 전쟁'과 '스태그플레이션' 우려에 증시가 무너지자 '껑충' 기록을 '재경신'했고, 관세 불안 속 '원유 재고' 급감에 따른 공급 악화에 주목했던 '뉴욕 유가'는 '트럼프'에 눌렸습니다.
From tariffs to tech deals, here are 5 stories shaping the world today. Read more with TOP <GO> on the #BloombergTerminal. 📰🔍
— Bloomberg (@Bloomberg) March 28, 2025
Opinion: Musk’s contrite tone during his Fox News event this week was a tell https://t.co/C3vXMaBVyQ
— MarketWatch (@MarketWatch) March 29, 2025
It’s hard to overstate the importance of social media in reaching voters directly and unfiltered — and Trump administration officials are experts https://t.co/TizqeqvJQi
— Bloomberg Politics (@bpolitics) March 28, 2025
Just two months into his second term, Donald Trump’s escalating fusillade of tariffs and bid to roll back decades of globalization is shaking confidence in the dollar https://t.co/JjlqTNRDr9
— Bloomberg (@business) March 28, 2025
국장 마스터고 기업의 펀더멘털이고 나발이고 주식하는 분들이 딱 하나 알 수 있다면 한 결 같이 말하는 게 '시장', '정치', '경제', 사회, 문화와 '지정학'까지 '복잡'하게 얽혀있어 숫자만 본다고 맞출 수 있는 게 아니라 어려운 환율('매크로')입니다. '최근'에 달러 '약세'에도 '트럼프' + 윤석열·국민의힘·'조선일보' = '달러-원' 환율은 미국 경기우려發 위험회피에 상승폭 확대하며 '1,500원' 턱 밑('1,470원')으로 마감했습니다.
SoftBank plans to create industrial parks for artificial intelligence across the US and is considering an investment of more than $1 trillion https://t.co/WCnldqNdFS
— Bloomberg (@business) March 28, 2025
OpenAI is close to securing $40 billion in a new funding round led by SoftBank Group. The funding round, which would be the largest in history, would nearly double the artificial intelligence company's valuation to $300 billion.@MadisonMills22 details: pic.twitter.com/8zLzqdux23
— Yahoo Finance (@YahooFinance) March 29, 2025
Meta is starting to roll out its own version of @CommunityNotes today, the same fact-checking process used on this platform.
— Bloomberg Opinion (@opinion) March 18, 2025
Will it work? We analyzed 1.1 million examples from X to find out 🎥 pic.twitter.com/TKvxNg4zUn
Elon Musk said his xAI artificial intelligence startup has acquired the X platform for $33 billion, marking a surprise twist for the social network formerly known as Twitter https://t.co/cYbtP3JsRX
— Bloomberg Technology (@technology) March 28, 2025
나렌드라 모디 인도 총리가 가장 중요한 문제는 아시아 패권을 두고 경쟁 중인 '중국'과 파키스탄의 '관계'입니다. 인도의 경우, 서쪽과 동쪽에 두 명의 '핵 무장 적'의 존재는 전략적 '수수께끼'를 제시합니다. '통제선'(LOC)을 따른 핵 보유국 파키스탄의 군사 발전은 잠재적으로 중국이 악용할 수 있는 LAC에 격차를 만들 수 있습니다.
Elon Musk failed to fend off an investor lawsuit claiming he manipulated the stock price of Twitter months before he bought the company in 2022 by concealing how much stock he’d acquired https://t.co/MVFRNTnZtH
— Bloomberg Technology (@technology) March 29, 2025
In rural Pakistan, untapped talent remains offline, not by choice, but because the infrastructure simply isn’t there. Starlink could help close that gap – if the rollout is inclusive and thoughtfully managed. https://t.co/I4Vx5FoRhm
— The Diplomat (@Diplomat_APAC) March 29, 2025
The SpaceX team is prepared to provide Starlink kits to help with communication needs and relief efforts after an earthquake affected Myanmar and Thailand, Starlink says in a post on X https://t.co/xnz5sZ1h3m
— Bloomberg (@business) March 29, 2025
India’s two major telecom operators signed separate deals with Elon Musk’s SpaceX in mid-March in a move that signals his satellite internet network Starlink could be a step closer to gaining entry to the South Asian country. Here's what you need to know https://t.co/t0gEcniqhR
— Bloomberg Technology (@technology) March 24, 2025
인도는 분쟁 중인 국경을 따라 보안 상황을 유지하기 위해 군사 명령, 교리 및 강제 배치의 변화를 자주 겪고 있기 때문에 '미얀마'는 모디 총리의 중국-인도 관계의 중요한 구성 요소로 남을 것입니다. DOGE 수장 親'중국' '빨갱이' '테슬라'(TSLA:NSD) '일론 머스크'의 X로부터 촉발된 '가짜뉴스'는 인도의 국가 이익에 주목할 만한 영향을 미쳤습니다.
A Half-Marathon for Humanoids (And the Humans Who Love Them) https://t.co/uIDQv38LC9
— Bloomberg Technology (@technology) March 20, 2025
Xiaomi’s tidal wave is heading for the auto industry, writes @davidfickling. The world's carmakers that have dragged their feet on the switch to electric vehicles better act fast https://t.co/HRERzzqc43 via @opinion
— Bloomberg (@business) March 26, 2025
China's Unitree G1 humanoid robot demonstrates martial arts and performs the world's first robotic kip-up.
— Jesse Cohen (@JesseCohenInv) March 26, 2025
We don't stand a chance against the robots. pic.twitter.com/vTMfKPGiEw
US auto tariffs help Chinese EVs to race ahead via @FT
— Karishma Vaswani (@KarishmaJourno) March 27, 2025
https://t.co/Xa3icDCvAN
그러니까, '트럼프'가 관세로 무역 전쟁을 일으킨 중국에서 기가·메가팩토리를 운영하며 중국산 LFP 배터리를 쓰고 있는 '일론 머스크' 뭐 하고 있냐? 비용은 많이드는데 '사람 죽인' 자율주행(FSD) 문제로 로보택시가 지연되고 있는 가운데 전기차 세액공제, 연방정부 충전소, FEME 폐지한 '트럼프'의 관세에 다른 미국 기업들은 다 망할 판입니다.
Read The Big Take: Peru’s massive copper deposits are key to meeting growing global demand. A battle has emerged over who gets to mine and sell them.
— Bloomberg Graphics (@BBGVisualData) March 28, 2025
🔗: https://t.co/TL2OOmy3kW pic.twitter.com/fhDNiL9qwA
Gramercy Funds Management is looking to close about $300 million in Peru private-credit deals over the next year and a half, bringing its portfolio in the South American country to a total of $1 billion https://t.co/7lumi3IKeD
— Bloomberg Economics (@economics) March 28, 2025
Hong Kong has become the world's second-largest market for share sales this year, surpassing India, with first-quarter proceeds from IPOs, block sales and share placements reaching over $16 billion https://t.co/AonDzQEbCb
— Bloomberg Technology (@technology) March 30, 2025
South Korea, China, Japan agree to promote trade as Trump tariffs loom https://t.co/3umIzpP0on
— Nikkei Asia (@NikkeiAsia) March 30, 2025
그런데 '일론 머스크' 지는 차가 안 팔려도 걱정이 없이 자동차 관세로 아예 끝장을 내놓은 '트럼프'를 등에 업고 각국 정치에 개입해서 값싼 중국 '바이두'와 협력해 자율주행 '성능 개선'(AI '기술 이전')에 나서면서 또 '주식'으로 '사기'를 치려고 전기차, 자체 개발 중인 배터리, AI, 위성 인터넷 분야에서 'MS'와 '아마존' 등 빅테크 M7 경쟁 업계가 정체 또는 부도가 나는 동안 값싼 중국 기술로 따라잡아 독과점으로 장악하려 비상장 기업 스타링크를 '셋업 중'인 것으로 보입니다.
Kazakhstan is talking a big game on artificial intelligence, but can it deliver? https://t.co/DPnSuPWv6c pic.twitter.com/doXFzIYz5y
— The Diplomat (@Diplomat_APAC) March 24, 2025
Samsung customers can now locate their lost phones with the company’s latest fridges. They can also activate the home air conditioners or window blinds with voice commands, while the system will automatically make adjustments using real-time weather data. https://t.co/yyi7SggFtZ
— Bloomberg (@business) March 30, 2025
“South Korea will become a more mature market.” https://t.co/yDhyeyUvjz
— Bloomberg (@business) March 30, 2025
The newest generation of nudify software makes it cheap and easy for tweens to virtually undress their schoolmates. But uncovering who is behind the deepfake apps? That's a lot harder. Listen to the finale of Levittown https://t.co/7vl9cKHETS
— Bloomberg Technology (@technology) March 30, 2025
민주당 정부처럼 "돈(보조금)을 주겠다는 대신에 돈(관세)을 뺐겠다"는 '트럼프'의 상도덕이 없는 협박에 미국 수출 비중이 높은 현대차처럼 미국에 공장을 지어도 단가를 낮춰 마진을 남겨야 하니 로봇 자동화라 노동자 고용 창출이 되지 않습니다. '트럼프'의 관세 대상국들은 '트럼프'의 관세 장벽에 미국 수출이 막혀 다른 수출 활로를 찾을 필요가 있겠죠.
South Africa has taken a key step in getting the private sector to fix its ailing rail network and ports https://t.co/ktJGxPtGUI
— Bloomberg Economics (@economics) March 29, 2025
The Chinese tech giant Huawei is at the center of a sprawling investigation into accusations of bribery and illicit lobbying to promote its interests within European institutions. https://t.co/37Dl2T2638 pic.twitter.com/z8ms0GqrPz
— The Diplomat (@Diplomat_APAC) March 29, 2025
US employers probably tempered their hiring in March, just as consumers grow increasingly cautious and the economic outlook dims on concerns about the fallout from higher tariffs https://t.co/IXgXnILeFw
— Bloomberg Markets (@markets) March 29, 2025
MADISON, Wis. (AP) — Wisconsin attorney general sues in attempt to block Elon Musk from handing out $1 million to voters.
— Seung Min Kim (@seungminkim) March 28, 2025
저임금 국가 중심으로 무역 공급망을 재편해서 미국에서 빠진 무역량을 늘릴 수 밖에 없는 상황입니다. '일론 머스크'도 인정한 값싼 AI 굴기에 성공한 중국은 'ESG 분야'에서 세계 1위입니다. '트럼프'가 중간선거를 앞두고 미국 경제를 ★'담보'★로 무역 전쟁을 일으키고 "Drill Baby Drill ~..~"로 석유 산업을 육성하는 동안에 페트로 달러(석유 + 달러 사용 감소)가 줄고 미네랄 위안('핵심광물' + 위안화)이 '증가'할 것으로 보입니다.
▲'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, '테슬라'(목표 주가 '120 달러') DOGE 수장 親'중국' '빨갱이' '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.
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