Honest First 2038

트럼프 대선 전략, "트럼프에 그대로 돌아갈 것" (feat. 일론 건희)

1. 트럼프의 고민 : 지지율에서 출발해야 Employment at US companies picked up in January by more than forecast, highlighting resilient job growth despite mounting uncertainty. https://t.co/nIXwZtKrAb— Bloomberg Economics (@economics) February 5, 2025 Growth at US service providers softened at the start of the year as a measure of orders fell to a seven-month low https://t.co/8MLi3Ygpfs— Bloomberg Economics (@eco..

Honest First 2025.02.06

왜 일론 머스크는 트럼프의 스타게이트를 혹평했을까?

The $100 billion artificial intelligence deal that escalated a feud between Donald Trump adviser Elon Musk and OpenAI CEO Sam Altman was in the works for months before President Trump’s election victory. https://t.co/TWLXjwj2aN— The Washington Post (@washingtonpost) January 24, 2025 DeepSeek doesn't just threaten the investment thesis for Nvidia and OpenAI. It's also casting doubt on the bull ca..

Honest First 2025.02.04

트럼프가 쏘아 올린 관세 그냥 협상용일까?

1. 트럼프 관세 영향 Trump said his administration plans to speak with China, raising the possibility of a potential reprieve on a 10% tariff set to take effect after he delayed levies on Canada and Mexico https://t.co/5EUzWamqAA— Bloomberg Asia (@BloombergAsia) February 4, 2025 私も取材に応じています。マクロ目線からの記事です。>金は今年も輝く、27%値上がり後も強気見通し続く理由-Quicktake https://t.co/GYXvX0pdQx @businessより— 小菅 努 (@kosuge_tsutomu) Feb..

Honest First 2025.02.04

트럼프 관세에 중국, 멕시코, 캐나다 보복 관세...테슬라 주가 영향은?

Lee Jae-myung has been trying to cast himself as a responsible choice to lead South Korea’s recovery. His life story is the stuff of Dickensian dreams https://t.co/SO4gQzisZz— The Economist (@TheEconomist) January 31, 2025  South Korea’s exports maintained growth momentum in January, keeping optimism alive at the start of a year overshadowed by domestic political turmoil and Donald Trump’s tarif..

Honest First 2025.02.02

트럼프 관세가 인플레이션(금리·환율)에 저지른 영향

Avocado toast is about to get more expensive for Americans https://t.co/CybSTjyqPa— Bloomberg Markets (@markets) January 31, 2025 Coffee’s dizzying rally has already hurt demand in most major markets. Now, consumption is even starting to waver in the places where it was making a last stand. https://t.co/FuOPXQrdCs— Bloomberg Markets (@markets) January 29, 2025 South America’s top egg producer, f..

Honest First 2025.02.01