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๐Ÿ“•์ทจ๋ฏธ์ƒํ™œ๋ฐฉ ๋ฆฌ์„œ์น˜ Written by "SB" ๐Ÿ“Œ10์›” 7์ผ ๊ฐ„๋ฐค์˜ ์ฃผ์š”๋‰ด์Šค 1๏ธโƒฃ ๋ฏธ๊ตญ ๊ฒฝ๊ธฐ โ€˜๋ถ€์˜ ์ฐฉ์‹œ ํšจ๊ณผโ€™ ๊ฒฝ๊ณ  ๐Ÿ’ธ ๐Ÿ”น ๋ธ”๋ฃธ๋ฒ„๊ทธ๊ฐ€ ๊ฒฝ๊ณ ํ•œ ํ•ต์‹ฌ ํฌ์ธํŠธ: ์ตœ๊ทผ ์†Œ๋น„์ง€ํ‘œ๋Š” +0.4% ์ฆ๊ฐ€ํ–ˆ์ง€๋งŒ, ์‹ค๋ฌผ ๊ฒฝ๊ธฐ๋ณด๋‹ค ์ž์‚ฐ๊ฐ€ ์ƒ์Šน(์ฃผ์‹ยท๋ถ€๋™์‚ฐ) ๋•๋ถ„์— ์†Œ๋น„๊ฐ€ ์œ ์ง€๋œ ์ฐฉ์‹œ์ผ ๊ฐ€๋Šฅ์„ฑ ์žˆ์Œ. ๐Ÿ”น โ€˜์ž์‚ฐ ํšจ๊ณผ(Wealth Effect)โ€™๊ฐ€ ๊บผ์งˆ ๊ฒฝ์šฐ ์†Œ๋น„ ๊ธ‰๋žญ ์šฐ๋ ค. ๐Ÿ”น ๊ฒฝ์ œ ํŽ€๋”๋ฉ˜ํ„ธ์ด ์•„๋‹ˆ๋ผ ์‹œ์žฅ ์ž์‚ฐ ๊ฐ€๊ฒฉ์— ๊ธฐ๋Œ„ ์„ฑ์žฅ ๊ตฌ์กฐ ์œ„ํ—˜ ์ปค์ง. 2๏ธโƒฃ ํŠธ๋Ÿผํ”„์˜ ๊ธˆ๋ฆฌ ์ธํ•˜ ์••๋ฐ•, โ€˜์ž๊ธฐ๋ชจ์ˆœโ€™ ๋…ผ๋ž€ ๐Ÿฆ ๐Ÿ”น ํŠธ๋Ÿผํ”„ ํ–‰์ •๋ถ€ โ€œ๋ฏธ๊ตญ ๊ฒฝ์ œ 3.8% ์„ฑ์žฅ ์ค‘โ€ ์ž๋ž‘ํ•˜๋ฉด์„œ๋„, ์—ฐ์ค€์— ๋Œ€ํญ ๊ธˆ๋ฆฌ ์ธํ•˜ ์š”๊ตฌ. ๐Ÿ”น ๋ธ”๋ฃธ๋ฒ„๊ทธ๋Š” โ€œ์„ฑ์žฅ๋ฅ ์ด ๋†’๋‹ค๋ฉด์„œ ๊ธˆ๋ฆฌ ์ธํ•˜ ์š”๊ตฌ๋Š” ๋ชจ์ˆœโ€์ด๋ผ ๋น„ํŒ. ๐Ÿ”น ์‹œ์žฅ์€ ํŠธ๋Ÿผํ”„์˜ ์ •์น˜์  ์˜๋„๋กœ ํ•ด์„ 3๏ธโƒฃ ๋ธŒ๋ผ์งˆ ์ˆ˜์ถœ -20% ๊ธ‰๊ฐ, ํŠธ๋Ÿผํ”„ ๊ด€์„ธ ํ›„ํญํ’ ๐ŸŒŽ ๐Ÿ”น ๋Œ€๋ฏธ ์ˆ˜์ถœ 9์›” ๊ธฐ์ค€ ์ „๋…„ ๋Œ€๋น„ 20.3% ๊ฐ์†Œ, ๋ธ”๋ฃธ๋ฒ„๊ทธ โ€œ๊ด€์„ธ ์ถฉ๊ฒฉ ๋ณธ๊ฒฉํ™”โ€. ๐Ÿ”น ์ฒ ๊ฐ•ยท๋†์‚ฐ๋ฌผ ์ค‘์‹ฌ ์ˆ˜์ถœ ๊ธ‰๊ฐ, ๊ณต๊ธ‰๋ง ์žฌํŽธ ์••๋ฐ•. ๐Ÿ”น ๋‚จ๋ฏธ ๊ฒฝ์ œ์—๋„ ํŠธ๋Ÿผํ”„ ๊ด€์„ธ์ •์ฑ…์˜ ๋ถ€์ •์  ํŒŒ๊ธ‰ ํ™•์ธ. 4๏ธโƒฃ ์ค‘๊ตญ, โ€˜ํˆฌ์ž์œ ํ™” ์ „๋žตโ€™์œผ๋กœ ํŠธ๋Ÿผํ”„ ์„ค๋“ ์‹œ๋„ ๐Ÿ‡จ๐Ÿ‡ณ ๐Ÿ”น ์ค‘๊ตญ์ด ๋Œ€๋ฏธ ์ง์ ‘ํˆฌ์ž ํ™•๋Œ€ ์ œ์•ˆ, โ€˜๋ฌด์—ญ์ „์Ÿ ์™„ํ™”โ€™ ๋ช…๋ถ„ ๋‚ด์„ธ์›€. ๐Ÿ”น ๋ธ”๋ฃธ๋ฒ„๊ทธ โ€œ์ค‘๊ตญ์€ ๊ด€์„ธ ๊ฐˆ๋“ฑ์„ ํˆฌ์ž ํ”„๋ ˆ์ž„์œผ๋กœ ๋Œ๋ฆฌ๋ ค๋Š” ์‹œ๋„ ์ค‘โ€. ๐Ÿ”น ์‹ค์ œ ์–‘๊ตญ ๊ธฐ์—…ํ˜‘์˜์ฒด ๋ฏธํŒ…์ด ์›Œ์‹ฑํ„ด์—์„œ ๋น„๊ณต์‹ ์žฌ๊ฐœ๋จ. 5๏ธโƒฃ AI ๋ž ๋ฆฌ ์ง€์†, ์‹œ์žฅ์€ ๊ธฐ์ˆ  ์˜์กดํ˜• ๊ตฌ์กฐ๋กœ ์ „ํ™˜ ๐Ÿค– ๐Ÿ”น ๋‚˜์Šค๋‹ฅ ์‹ ๊ณ ๊ฐ€ ๊ทผ์ ‘, ์—”๋น„๋””์•„ยทAMD ์ค‘์‹ฌ โ€˜AI ํ…Œ๋งˆ์ฃผโ€™๊ฐ€ ์ƒ์Šน ์ฃผ๋„. ๐Ÿ”น ๋ธ”๋ฃธ๋ฒ„๊ทธ๋Š” โ€œAI ๋‚™๊ด€๋ก ์ด ์‹ค์ ๋ณด๋‹ค ๋นจ๋ฆฌ ๊ฐ€๊ณ  ์žˆ๋‹คโ€๊ณ  ๊ฒฝ๊ณ . ๐Ÿ”น ์ž์‚ฐํšจ๊ณผ์™€ ๋งž๋ฌผ๋ ค ๊ฑฐํ’ˆ ๋…ผ์˜ ์žฌ์ ํ™”. โœ๏ธ์ •๋ฆฌ ๋ชจ๋“  ์ž์‚ฐ๋“ค์ด ์˜ค๋ฅธ๋‹ค. ๊ธˆ๋„ ์˜ค๋ฅด๊ณ , ์ฃผ์‹๋„ ์˜ค๋ฅด๊ณ , ๋ถ€๋™์‚ฐ๋„ ์˜ค๋ฅด๊ณ , ํฌ๋ฆฝํ† ๋„ ์˜ค๋ฅด๊ณ , ๊ตญ์ฑ„๊ธˆ๋ฆฌ๋งˆ์ € ์˜ค๋ฅธ๋‹ค(๊ธˆ๋ฆฌ). ์˜ค๋ฅผ ์ด์œ ๋ฅผ ๋ถ™์ด๋Š” ๊ฒƒ๋„ ์‰ฝ๊ณ , ๋‚ด๋ ค์•ผ ํ•˜๋Š” ์ด์œ ๋ฅผ ๋ถ™์ด๋Š” ๊ฒƒ๋„ ์‰ฝ์ง€๋งŒ, ํ•œ๋ฒˆ ๊ธฐ์„ธ๋ฅผ ํƒ„ ๋ฐฉํ–ฅ์€ ์‰ฝ๊ฒŒ ๋ฐ”๋€Œ์ง€ ์•Š๋Š”๋‹ค #๊ตญ์ œ
US Resilience May Be Resting on a Risky Wealth-Effect Foundation
Iโ€™m Chris Anstey, an economics editor in Boston. Today weโ€™re looking at the potential reason for US economic resilience. Send us feedback and tips to ecodaily@bloomberg.net. And if you arenโ€™t yet signed up to receive this newsletter, you can do so here.
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์ทจ๋ฏธ์ƒํ™œ๋ฐฉ๐Ÿ“ฎ
๋น„ํŠธ์ฝ”์ธ & ๊ฒฝ์ œ & ์žฌํ…Œํฌ์ •๋ณด๋ฅผ ๊ณต์œ ๋“œ๋ฆฌ๋Š” ๋ฐฉ์ž…๋‹ˆ๋‹ค ๋ชจ๋“  ๊ธ€์€ ํˆฌ์ž์˜ ์ฐธ๊ณ  ์ž๋ฃŒ์ผ ๋ฟ์ด๋ฉฐ, ํˆฌ์ž ํŒ๋‹จ์— ๋Œ€ํ•œ ์ฑ…์ž„์„ ์ง€์ง€ ์•Š์Šต๋‹ˆ๋‹ค. https://x.com/CryptoMyhobby * ํ™๋ณด, ํ›„์›, ๊ด‘๊ณ  : @KimYoungTaek ๋ฌธ์˜