beauk의 경제 이야기

글로벌 투자자들, 미국 이후 세계 질서에 대비해야 하나?(Are Global Investors Preparing for a Post‑U.S. World Order?)

Are Global Investors Preparing for a Post‑U.S. World Order? From Unipolar to Multipolar : A Shift in the Balance of PowerAccording to BCA Research strategists Juan Correa and Marco Papic, the global geopolitical landscape is shifting away from a U.S.-centric, unipolar world toward a multipolar system. They argue that while the U.S. has dominated geopolitically since the end of the Cold War—actin..

상무장관, 반도체 보조금 “축소 가능성” 시사(Renegotiating CHIPS Grants : Lutnick’s Push For More Value)

Renegotiating CHIPS Grants : Lutnick’s Push For More Value Context and BackgroundU.S. Commerce Secretary Howard Lutnick announced that the Trump administration is renegotiating grant agreements established under the Biden-era CHIPS and Science Act (2022), which allocated $52.7 billion to boost domestic semiconductor production. Lutnick described many of the awards as “overly generous” to recipi..

백악관 드론 방어 강화 및 산업 육성 행정명령 : 안보·산업 두 마리 토끼를 동시에(White House Drone Executive Order: Defense Infrastructure, AI Integration, and “Buy American” Mandate)

White House Drone Executive Order : Defense Infrastructure, AI Integration, and “Buy American” Mandate Strengthening the Homeland : A National Security ImperativeThe U.S. government has signed an executive order that dramatically intensifies the country’s focus on drone security and aerospace innovation. The new directive lays out a multipronged plan to strengthen drone defense infrastructure, e..

트럼프, 연준에 기준금리 1% 인하 압박(Trump Pushes Fed to Cut Interest Rates by 1%)

Trump Pushes Fed to Cut Interest Rates by 1% Political Pressure Mounts as Economic Indicators ImproveFollowing the release of May's stronger-than-expected U.S. jobs data, former President Donald Trump renewed his push for a more aggressive monetary policy by the Federal Reserve. Criticizing Fed Chair Jerome Powell, Trump claimed that the Fed was acting too slowly compared to the European Central..

2025년 6월 8일 주요 현안(U.S. Financial Market Update – June 8 2025)

U.S. Financial Market Update – June 8 2025 Trump Announces U.S.–China Trade Talks in LondonU.S. President Donald Trump confirmed that a high-level trade delegation—including Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and Trade Representative Jamieson Greer—will meet with Chinese officials in London on Monday, June 9, aiming to address tariff tensions, rare-earth exports..

2025년 6월 9일 세계 주요 경제 일정(Global Economic Events – June 9 2025)

Global Economic Events – June 9 2025Country / RegionLocal TimeEventDescriptionChina01:30 CSTCPI Release (May)Chinese Consumer Price Index for May—key indicator of domestic inflation.UK/China/USThroughout the dayUS–China Trade TalksMinisterial-level economic/trade talks in London, potential market-moving. Please be advised that any investment decisions made based on the information provided are ..