QCP: 도널드 J. 트럼프 제47대 미국 대통령의 취임식이 일주일도 남지 않았습니다. 최근의 상황을 감안할 때 거시경제적 환경은 현재 위험 자산에 유리하지 않은 듯합니다. 암호화폐의 경우 트럼프 행정부는 암호화폐 친화적인 인력을 갖추고 있습니다. 트럼프가 광범위하고 암호화폐 친화적인 행정 명령을 제정할 것이라는 소문은 단기적으로 호재가 되어 가격을 뒷받침할 가능성이 있습니다.
https://t.me/QCPbroadcast/1394
QCP Asia Colour – 15 January 25
We're less than a week away from the inauguration of the 47th US President, Donald J. Trump. In a manner reminiscent of 2017, Trump has found a way to shake global markets even before officially taking office on 20th January.
Inflationary fears continue to spook the US market. The US job market remains robust as NFP surprised higher last week (+256k v +165k exp.). While CPI appears to be moderating above the 2% target and despite PPI coming cooler, market participants still expect December's CPI to come in higher than the previous reading.
Trump has widely publicized plans to impose tariffs on trading partners, mainly China, driving inflationary fears higher. Contrary to expectations of blanket tariffs from the outset, it now appears the new administration will gradually introduce tariffs on selected imports.
Plagued by the specter of inflation, bond yields have started to creep higher once again. Markets are now pricing only two cuts in 2025 and 2026 (the latest Fed Dot…
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