저자: 미상 · 한국인
요약 보기
미국 상호관세 4월 9~10일 시행을 앞두고 아시아 증시가 급락(일본·한국 서킷브레이커 발동)했고, 트럼프는 무역적자 해소 전 중국과 협상하지 않겠다고 밝힘. 생필품 가격 상승 우려와 물가지표(CPI·PPI·미시간 물가) 발표가 이번 주 변동성 요인으로 제시됨. 중국은 경기부양 검토, EU는 명확한 대응 발표 전. FOMC는 매파적 톤으로 금리 동결 가능성 언급.
다듬은 글
Reciprocal tariffs with the United States begin this Thursday. As a result, the Asia-Pacific index fell by 7.1% and is expected to reach its worst level since the 2008 financial crisis . In Japan, a circuit breaker was triggered again before the market opened, temporarily suspending trading, and a circuit breaker was also triggered on the KOSPI.
On Sunday, President Trump gave an interview on his way back to the White House and said the following: I will not enter into an agreement with China unless the trade deficit is resolved . Therefore, they expressed a firm stance that they would not proceed with any negotiations or talks unless the issue of trade imbalance with the United States is resolved, not only with China but globally as well.
And I also posted this on Truth Social on Sunday evening: We are facing massive financial deficits with China, Europe, the Union, and many other countries . The only way to solve this problem is through tariffs, and tariffs are currently bringing billions of dollars into the United States. Tariffs are already in effect, and that is a beautiful sight.
The surplus with these countries increased during the sleepy popularity of President Joe Biden, but we will reverse that, and we will reverse it quickly. Someday, people will realize that tariffs on the U.S. are a very beautiful thing . I wrote the word "tariffs are beautiful" twice in this post. He said that someday people would realize that tariffs on the United States are a very beautiful thing, and that the tariffs are already in effect and are a beautiful thing to see .
The 10% tariff went into effect worldwide this Saturday. On top of that, high mutual tariffs are now beginning in earnest. Companies are at a standstill, unsure of what to do, and there is talk that this situation is similar to the COVID-19 era . And over the weekend of this week, people across the United States took to the streets to protest President Trump's policies, and Mark Cuba, a famous investor, urged Americans to stock up on all essentials, from toothpaste to soap, before prices rise.
It is not a bad idea to go to a local Walmart or large store and buy a lot of consumables starting now . If it is an item with storage space, from toothpaste to soap, buy it before restocking. I wrote that even if it is suitable for the U.S., they will raise the price and blame it on tariffs . So, it suggested that even essential goods in the U.S.
could see price increases and the blame placed on tariffs, which could affect consumers. A home appliance store manager at New Jersey says that people's panicked reactions do look similar to COVID-19. This could lead to supply chain issues and result in a rise in the price index. The survey on the modern US price index is coming out this Friday, so it could come out high again .
So, over the weekend, China is discussing accelerating economic stimulus measures in response to Trump's tariffs . According to Bloomberg sources, they discussed measures to stabilize the economy in response to tariffs and are holding meetings on whether to introduce stimulus measures to boost consumption .
Aside from China, the European Union or European countries have not yet issued a clear statement. The European Union stated that it would respond strongly, but clear guidelines have not yet been issued . Here is the schedule of economic indicators for this week . On Monday, there is a speech by a Google employee regarding changes in consumer credit .
On Tuesday, there is a 3-year bond auction and, unlike, a Fed speech . On Wednesday, there are wholesale inventory data, the Fed speech by Bakkins, the 10-year Treasury bond auction, and the FOMC minutes . The FOMC spoke relatively hawkishly this time, and it is highly likely that there will be remarks suggesting that interest rates do not need to be moved because policy is currently in a good position.
And starting Thursday, major indicators will begin to be released, including the Consumer Price Index, jobless claims, and the 30-year bond auction. There are two important things . So, the US global reciprocal tariffs begin this Wednesday . Reciprocal tariffs begin at 12:01 AM on April 9, and will take effect on Thursday, April 10 at 1:01 PM Korean time .
And on Friday, there is the Producer Price Index, the University of Michigan Price Index survey, and a speech by Federal Reserve Commissioner Williams. Therefore, significant volatility is expected this week as tariffs begin on Wednesday . So, let me summarize for you . Last Friday, the U.S. experienced its biggest drop since the COVID pandemic began.
The Nasdaq has now entered a bear market, and Asian markets are also expected to fall to their worst levels since 2008 before the US market opens . Japan and Korea have triggered the circuit breaker, and President Trump stated that he would not enter into an agreement with China unless the trade deficit is resolved .
And on Sunday evening, a post was uploaded to Truth Social saying that tariffs are beautiful, and over the weekend, people globally and in the U.S. were also seen taking to the streets to protest President Trump's policies . The major economic indicators this week include the CPI (Consumption Price Index), the Producer Price Index due to the FOMC meeting, and the Modern Price Index survey.
Speeches by several Federal Reserve members are also scheduled. Most importantly, reciprocal tariffs begin at 12:01 AM on Wednesday based on US Eastern time, and at 1:01 PM on Thursday based on Korea time . I have summarized the events that took place over this weekend . Then, I will see you again in a little while on the live broadcast.
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