Trump doubles down on his tariff proposal, denying a shift in approach
- Washington Post revealed a story outlining discussions among Trump's aides, considering a more limited setof tariffs that would be universal but only apply to the most critical imports
- Trump denied this fact on Social Media
- DXY moved rapidly up and down and argument went on back and forth on Social Media
- Trump says trillions of shortfall due to tax cuts will be made up with tariffs
- During Trump's first term, US paid billions to farmers to help mitigate their losses when China retaliated on agricultural products
- Trump's tax cut is estimated to be $300 billion a year and fiscal year 2024 US Government collected about $77 billion in tariffs


There are rumors of Trudeau's resignation first began to circulate late Sunday, sending the Canadian dollar higher than USD. Menaing USD/CAD rate went down. Trudeau is currently head to head with Trump of tariffs.

idiosyncratic - 특이한
pare down- gradually decrease a bit
-------------------------------------------------------------------------------------
USD/KRW exchange rate: 1,446.54원
USD/JPY exchange rate: 157.62엔
USD/CNY exchange rate: 7.3328위안
CNY/KRW exchange rate: 197.27원
DXY: 107.92
(원화의 가치가 조금은 올라간 듯해보인다... 흐름의 파악이 중요하다)
US Treasury 30Y yield: 4.860%
US Treasury 10Y yield: 4.630%
US Treasury 2Y yield: 4.270%
KTB 30Y yield: 2.695%
KTB 10Y yield: 2.791%
KTB 2Y yield: 2.672%
'글로벌 매크로' 카테고리의 다른 글
| 2025/1/9 - BoK Rates decision one week away (0) | 2025.01.09 |
|---|---|
| 2025/1/8 - Cooling of US Labor Market (0) | 2025.01.08 |
| 2025/1/6 - New plans for French Budget Deficit (0) | 2025.01.06 |
| 2025/1/3 - US labor market Low Hire, Low Fire (4) | 2025.01.04 |
| 2024/1/2 - ING "한은 1월·2월 연속 인하할 듯…연내 100bp 인하" (1) | 2025.01.03 |