핵심요약

• 트럼프 대통령은 이란 전쟁 종식 후 석유값이 갤런당 $2.50으로 떨어질 것이라고 약속했습니다.
• 경제학자들은 인플레이션이 일시적으로 높아질 것이며, 가스 가격이 $2.90 아래로 떨어질 가능성은 낮다고 전망합니다.
• 중동 인프라 복구에 시간이 소요될 것으로 예상됩니다.
• 경제적 도전은 중간 선거에 영향을 미칠 수 있습니다.

도입

이란 전쟁 종식이 경제에 미치는 영향은 단순한 석유 가격 하락으로 끝나지 않을 전망입니다. 투자자들은 인플레이션 지속 가능성과 중동 지역의 정치적 불안정성이 글로벌 경제에 미치는 영향을 고려해야 합니다. 특히, 중간 선거를 앞둔 미국 정치 상황과 결합되어 시장 변동성이 증가할 가능성도 있습니다.

본문 1: 인플레이션 지속 가능성 분석

전문가들은 인플레이션이 일시적으로 높아질 것으로 예상합니다. 패트릭 하커 교수는 "시장 신중함과 중동 인프라 복구에 시간이 소요될 것이며, 인플레이션이 일시적으로 높아질 것"이라고 말했습니다. 이는 소비자 물가 상승 압력이 지속될 가능성을 시사하며, 특히 가스 가격 하락이 예상보다 느릴 것으로 보입니다. 마이클 네그론은 "석유 수송이 호르무즈 해협을 통해 다시 증가하는 데 시간이 걸릴 것"이라고 강조했습니다. 이는 글로벌 공급망에 미치는 영향을 고려할 때, 투자자들은 인플레이션 지속 가능성에 대비해야 합니다.

본문 2: 중동 지역 정치적 불안정성의 영향

중동 지역의 정치적 불안정성은 글로벌 경제에 미치는 영향을 무시할 수 없습니다. 인프라 복구에 시간이 소요될 것이며, 이는 석유 공급망에 직접적인 영향을 미칠 수 있습니다. 또한, 정치적 불안정성이 지속될 경우, 글로벌 시장 변동성이 증가할 가능성도 있습니다. 이는 투자자들에게 중동 지역의 정치적 상황과 경제적 영향을 지속적으로 모니터링할 필요성을 강조합니다. 특히, 석유 수출에 의존하는 국가들의 경제적 안정에 대한 우려도 고려해야 합니다.

본문 3: 중간 선거와 경제 정책의 연계성

중간 선거를 앞두고 경제 정책이 어떻게 변화할지 예측하는 것은 중요합니다. 트럼프 대통령의 경제 정책이 중간 선거 결과에 미치는 영향은 이미 시작되고 있습니다. 경제적 도전은 중간에 선거 결과에 영향을 미칠 수 있으며, 이는 시장 변동성을 증가시킬 수 있습니다. 투자자들은 중간 선거 결과를 주의 깊게 모니터링하고, 경제 정책 변화에 대비해야 합니다. 특히, 인플레이션과 가스 가격 하락이 선거 결과에 미치는 영향을 고려할 필요가 있습니다.

결론

이란 전쟁 종식 후에도 인플레이션과 정치적 불안정성이 지속될 가능성은 높습니다. 투자자들은 중동 지역의 정치적 상황과 경제 정책 변화를 지속적으로 모니터링해야 합니다. 특히, 중간 선거 결과를 주시하며, 시장 변동성에 대비하는 전략이 필요합니다. 인플레이션 지속 가능성과 정치적 불안정성의 영향은 글로벌 경제에 미치는 영향을 고려할 때, 투자자들에게 중요한 고려 사항이 될 것입니다.

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원문 링크: https://news.google.com/rss/articles/CBMiswFBVV95cUxQNnRIaU9uZWlFNkJZQU4yUDBzUnNZRjdObUNybGp6RHJJQXpYcUtMMjNHYzhrQmwxYjlDaTBvVjExck9nXzVPMlNQUi1uVWQ4djM4UW5sdlV6NmlfLVlsYjRRMU14eFVMR1d4QUU3LVZUY3hZX2dhZ0dNeGRoUTJPTVRXSkpGR1Y4SnVtX2FoY1N1cGtOSkppOWNqVFZZSTRJSl9sQ19DRjZhVDQ4LW1SSTNScw?oc=5

Costs of Iran war will linger despite conflict’s end, experts say - Los Angeles Times

A spectacular economic upturn is on its way, President Trump promised Americans last week, galvanized in part by a deal brokered this month to end his war with Iran. "Very soon you'll be at $2.50 a gallon for gasoline," Trump told a crowd Wednesday night on the National Mall. The next year, he said, "is set for an economic boom the likes of which no nation has ever seen before." Economists are skeptical. The effects of the war and other factors driving inflation are likely to stick around for months, experts say, presenting an ongoing challenge to American households — and to Trump's party as it seeks to retain control of Congress in November's midterm elections. The war's end will not create "a complete snap-back," said Patrick Harker, professor at the University of Pennsylvania Wharton School and former president of the Federal Reserve Bank of Philadelphia. "Markets are still cautious, and the infrastructure that’s been destroyed [in the Middle East] is going to take a while to re-create," Harker said. "Inflation's going to stay elevated for a while." Oil prices were dropping last week — falling to their prewar level Friday — and average gas prices fell by 7 cents per gallon over a week ago. But it will take significant time for oil shipping to ramp up through the Strait of Hormuz, infrastructure to be rebuilt and gas prices to drop, said Michael Negron, senior fellow for economic opportunity at the Center for American Progress. "I would expect there to be a continued inching downward," Negron said, but "we're not going to just go back within weeks to $2.90 per gallon." That means the prices of gas and of other essentials aren’t likely to improve dramatically before the midterms, in which affordability has become a driving issue. It could heighten challenges for Republicans, who are defending their majorities in the U.S. House and Senate, as Democrats seek to leverage the issue to gain ground. Positive messaging about the economy from Trump and other officials "doesn't really resonate" with Americans who are struggling to make ends meet, said Gina Plata-Nino of the Food Research and Action Center, a national anti-hunger advocacy organization. "When you're still making the same amount of money but there's less for you to be able to pay [for] your basic needs — gas is more expensive, food is more expensive — it doesn't really add up," she said. The Iran war has cost the average American household between $775 and $1,300 so far in fuel and taxpayer costs, according to an analysis by Roger Pielke, a senior fellow at the American Enterprise Institute. The national average gas price sat at $3.90 on Friday, according to AAA, and California's average was $5.48 per gallon, down 13 cents from a week earlier. The increase in oil prices has also affected diesel and fertilizer prices, creating a ripple effect through several sectors, including agriculture. Consumer prices rose 4.1% in May from a year earlier, putting the inflation gauge at a three-year high. Trump has leaned on a bullish message about the economy, but he has largely dismissed Americans’ worries about affordability, calling it a “fake word” and a “hoax." Last week, he undermined the first major progress by Congress on the issue, refusing to sign a bipartisan housing affordability bill after both chambers passed it. Meanwhile, the president's approval rating on the economy dropped to 33% last week in an NPR/PBS News/Marist Poll — his lowest ever for that poll and 3 points below former President Biden’s worst reading on the question during his term. Nearly four-fifths of respondents said that gas prices present some sort of strain, with 34% categorizing it as a major strain and 44% calling it a minor strain. Half of respondents who said they were not vacationing this summer said cost was the reason. And only 23% of Americans say the war was worth the costs, according to a Reuters/Ipsos poll conducted days after the Trump administration announced the framework agreement to end the conflict earlier this month. “People [are] just feeling like they’re getting left behind,” Harker said. “That’s a very real, palpable feeling when you go out and talk to people. They’re worried.” The president and his party need a midterms message that “real economic change” is coming, said Brian Reisinger, a rural policy analyst in Wisconsin and a former GOP strategist. “It has to be substance behind the sell,” Reisinger said. Trump's boosters have hailed the Iran deal as a victory for the president. And Trump has justified the shock to gas prices as "worth it not to have a nuclear weapon" in Iran, though the war has not achieved the president's stated aims, which included the elimination of its nuclear program. “President Trump was clear all along that there would be short-term, temporary disruptions to energy markets, and that oil and gas prices will quickly fall as soon as the Iran situation is resolved," White House spokesperson Taylor Rogers said Friday. How rapidly the conflict will be resolved is not yet clear. The U.S.-Iran negotiations were on shaky ground by week's end, with each country offering diametrically opposed messaging on the status of key points of negotiation. Analysts say much of the increase in traffic through the strait has been driven by the return of Iranian oil to global markets. Trump agreed in the controversial deal with Iran to lift sanctions on Iranian oil, allowing Tehran to resume trading its most valuable export and breaking with decades of U.S. policy. The unpredictability of the talks is another factor keeping energy companies, shippers and insurers cautious for now, Negron said. "Everything is to be negotiated in the next nearly two months," he said. "It is natural to expect there to be additional risk priced into each barrel of oil, into the insurance people are paying, just because of the volatility and uncertainty of where we are."

Source: https://news.google.com/rss/articles/CBMiswFBVV95cUxQNnRIaU9uZWlFNkJZQU4yUDBzUnNZRjdObUNybGp6RHJJQXpYcUtMMjNHYzhrQmwxYjlDaTBvVjExck9nXzVPMlNQUi1uVWQ4djM4UW5sdlV6NmlfLVlsYjRRMU14eFVMR1d4QUU3LVZUY3hZX2dhZ0dNeGRoUTJPTVRXSkpGR1Y4SnVtX2FoY1N1cGtOSkppOWNqVFZZSTRJSl9sQ19DRjZhVDQ4LW1SSTNScw?oc=5