글로벌 매크로

2025/1/20 - First day with Trump

Ushuaia_Dreams 2025. 1. 20. 14:45

What Trump is planning for day one — and what could matter most for investors

 

- Trump is set to focus most on immigration in his initial actions, which could start new immigration raids immediately and also put a move to shut down the US-Mexico border in play.

- The most muscular move for Trump, which remains under consideration, would be to immediately declare a national emergency using a 1977 law called the International Emergency Economic Powers Act (IEEPA).

- Scott Bessent underlined the ambitious plans as he defended sweeping tariffs and said that a plank of Trump's coming agenda will be "a more generalized tariff as a revenue raiser for the federal budget."

-------------------------------------------------------------------------------------

USD/KRW exchange rate: 1,451.26원

USD/JPY exchange rate: 156.29엔

USD/CNY exchange rate: 7.3143위안

CNY/KRW exchange rate: 198.41

DXY: 109.00

 

US Treasury 30Y yield: 4.854%

US Treasury 10Y yield: 4.645%

US Treasury 2Y yield: 4.282%

 

KTB 30Y yield: 2.680%

KTB 10Y yield: 2.861%

KTB 2Y yield: 2.659%