Business Intelligence Monitor 211112

(Introduction)

[Markets]

•   Global: Dollar hits 16-month high, stocks rebound after inflation scare

•   US: Fed's 'transitory' inflation plot thickens again with rate at 30-year high

•   Metals: Copper skips higher on Evergrande payment and tight supply

•   Grains: Wheat hits multi-year highs on global supply worries

•   한국: '기관 팔자'에 코스피 소폭 하락…2,920대 마감

•   한국: 또다시 7만전자 깨졌다…짐싸는 동학개미들

•   한국: 두산그룹주 엇갈려, 두산퓨얼셀 6%대 두산밥캣 4%대 떨어져

[Indicators]

•   US Q3 Robot orders: Companies Order Record Number of Robots Amid Labor Shortage

•   US Oct. Dodge momentum index: Numerous Large Construction Projects in Planning Propel Dodge Momentum Index Up 10%

•   UK Q3 GDP: UK economic growth slows in third quarter despite September pick-up

※   Shortages of goods and workers hits output

•   Japan Oct. PPI: Japan's wholesale inflation hits 40-year high as fuel costs spike

•   Mexico Benchmark rate: Mexico Raises Rates for Fourth Straight Meeting

•   Argentina Oct. CPI: Argentina’s Inflation Gains Momentum Despite Price Controls Efforts

•   한국 9월 통화 및 유동성: 주택자금 대출 억눌렀지만···9월 통화량 17.4조나 껑충

•   한국 10월 수출입물가: 10월 수입물가, 1년전보다 35.8%↑…상승률 13년來 최고

•   한국 10월 ICT 수출: 공급난에도… 반도체 수출, 10월까지 1000억달러 돌파

•   한국 주간 아파트 가격(부동산원): "도대체 어느 동네 떨어지길래"…서울 집값 상승폭 3주째 줄어

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Surging Inflation Poses New Challenge to Biden’s $2 Trillion Spending Plan

•   WSJ: Where Inflation Is Highest in U.S.

•   WSJ: China’s Xi Gains Power as Communist Party Designates Him Historical Figure

※   Decision praises Xi Jinping’s ‘great political courage’ and armors him against critics as he maneuvers to extend his rule

•   WSJ: High Energy Prices Likely to Mean Less Oil Demand This Year, OPEC Says

※   OPEC: MOMR November 2021

•   WSJ: Trump Appeals Court Ruling Allowing Release of Records to Jan. 6 Panel

•   WSJ: Homes Now Typically Sell in a Week, Forcing Buyers to Take Risks

•   WSJ: Renters Who Abandoned Their City Apartments During Covid Are Coming Home To a Crazy Leasing Market

•   WSJ: China’s Coal Shortage Threatens Farmers in India and Truckers in South Korea

•   WSJ: South Africa Can’t Afford to Quit Coal. Will Rich Countries Pay for the Transition?

•   WSJ: China Borrows Again at Negative Rates in Euros

•   WSJ: A COP26 Deal in Scotland Would Help Investors Too

•   WSJ: GE Was Once a Model for Siemens but Now Follows Its Rival’s Path

•   WSJ: Energy Companies Turn to 3-D Printing to Bypass Snarled Supply Chains

•   WSJ: Elon Musk Sells Around $5 Billion in Tesla Stock

•   WSJ: Alibaba’s ‘Singles Day’ in China Hit by Global Supply Strains

•   NYT: The White House Says Its Plans Will Slow Inflation. The Big Question Is: When?

•   NYT: Calls for Climate Reparations Reach Boiling Point in Glasgow Talks

•   NYT: What We Know So Far About Waning Vaccine Effectiveness

•   NYT: Germany’s Fourth Covid Wave: ‘A Pandemic of the Unvaccinated’

•   NYT: Europe had over half of the world’s Covid deaths early this month, the W.H.O. says.

•   NYT: The Bolsonaro-Trump Connection Threatening Brazil’s Elections

•   NYT: Border tensions are of ‘utmost concern to all sober-thinking people,’ Russia says.

•   WP: Booster shots are most popular in poorly vaccinated states where coronavirus rages

•   WP: Why the WHO is pushing for a global ‘pandemic treaty’

•   WP: Why has it been so hard to get fossil fuels mentioned in U.N. climate deals?

•   WP: 2C or 1.5C? How global climate targets are set and what they mean

•   WP: Joe Manchin’s moving target on Biden’s spending bills

•   WP: Top Biden health officials push to make coronavirus booster shots available to all adults

•   WP: Ireland’s Mary Robinson slams Saudi Arabia in emotional video at U.N. climate forum

•   WP: Why Lael Brainard could be Biden's Fed chair, replacing Jerome Powell

•   WP: Democrats’ lofty tax agenda imperiled by resistance from within

•   WP: Employers forbidden to contact remote workers after hours in Portugal

•   FT: Belarus threatens to cut gas transit to EU as migrant crisis escalates

※   President Alexander Lukashenko vows to halt flows if Brussels imposes more sanctions over Minsk role in border chaos

•   FT: EU economy’s recovery from pandemic faces ‘mounting headwinds’, warns Brussels

※   European Commission: Autumn 2021 Economic Forecast: From recovery to expansion, amid headwinds

•   FT: ‘Nein Danke’: the resistance to Covid-19 vaccines in German-speaking Europe

•   FT: Brussels blinks first in France’s game of chicken over trade deals

•   FT: France slows EU trade deals with New Zealand and Chile until after election

•   FT: Tory MPs accuse Johnson of hypocrisy in crackdown on second jobs

•   FT: Where are the UK’s 1m plus job vacancies concentrated?

•   FT: Biden’s dilemma over Strategic Petroleum Reserve release

•   FT: Could easing chokepoints in US ports just be wasting money?

•   FT: Elizabeth Warren seizes on bumper vaccine sales to urge more access

•   FT: Bond ructions intensify risk of ‘downward spiral’ for Chinese property groups

•   FT: Chinese developer Kaisa faces crucial payment deadlines

•   FT: Japan’s pacifist constitution in spotlight after fringe party makes big gains

•   FT: Renewable energy fuels new wave of investment trusts

•   FT: Siemens credits simpler structure for overtaking US rival GE

•   FT: Wall Street banks generated $7.2bn in fees from rise and fall of GE

•   FT: Moderna rejects claim US government co-invented crucial Covid jab technology

•   FT: US-China thaw on climate change shifts the mood at COP26

•   FT: New plans emerge as clock ticks on accord for global carbon market rules

•   FT: Big business and COP26: are the ‘net zero’ plans credible?

•   Bloomberg: China Resists COP26 Push to End Coal as Energy Security Prevails

※   The latest position shows that China hasn’t really budged despite a surprise agreement with the U.S. on Wednesday

•   Bloomberg: China-U.S. Climate Pact Revives Hope at COP26 Talks

•   Bloomberg: The COP26 Endgame: What to Watch If You’re Just Tuning In

•   Bloomberg: Climate Change Will Boost Inequality. So Will the Solution

•   Bloomberg: U.S. Warns Europe That Russia May Plan Ukraine Invasion

•   Bloomberg: Generation Lockdown: Where Youth Unemployment Has Surged

•   Bloomberg: LA-Bound Ships to Park Much Farther Off the Coast for Safety

•   Bloomberg: California Gasoline Close Prices Set to Hit Record High Ahead of Thanksgiving

•   Bloomberg: Jerome Powell Trades Not an Issue in White House Fed Decision

•   Bloomberg: Why Economists Got U.S. Inflation Predictions Wrong in October

※   Excess savings, virus variant, goods demand all played a role

•   Bloomberg: Inflation Is Reaching a Boiling Point and Markets Are Too Relaxed

•   Bloomberg: U.S. Cities Test Effects of 'Universal Basic Mobility'

•   Bloomberg: Scholz Confident He’ll Take Over as German Chancellor Next Month

•   Bloomberg: Germany Expects Stronger Tax Revenue in Boon for Incoming Leader

•   Bloomberg: EU Ready to Turn Up the Financial Pressure on Poland and Hungary

•   Bloomberg: EU to Unveil $46 Billion Strategy to Counter China’s Belt and Road Program

•   Bloomberg: Brexit Latest: EU Warns Deadlock in Article 16 Northern Ireland Protocol Talks

•   Bloomberg: U.K. Property Prices Surge With Not Enough Houses on Market

•   Bloomberg: EU Sees More Trade Unity With U.S. After Trump-Era ‘Irritant’

•   Bloomberg: EU’s Climate Chief Signals Gas Will Be Included in Transition

•   Bloomberg: Inflation is Hurting 80% of British Businesses, Survey Says

•   Bloomberg: China’s Economic Data Expected to Show Further Signs of Weakness

•   Bloomberg: China Evergrande Crisis: Furious Property Investors Demand Government Action

•   Bloomberg: India’s Covaxin 77.8% Effective Against Covid in Lancet Study

•   Bloomberg: Indian Companies’ Inflation Concerns to Test RBI’s Easy Policy

•   Bloomberg: Japan’s Economy Likely Shrank Ahead of Kishida’s Stimulus Plan

•   Bloomberg: Inflation Shock Tears Up Trader Playbooks From Stocks to Bitcoin

•   Bloomberg: U.S. Treasury Market Is Most Treacherous Since Pandemic’s Onset

•   Bloomberg: Bitcoin (BTC) Has Delivered 99.996% Deflation in Last Decade

•   Bloomberg: Port of Rotterdam Sees Global Ship Strains Lasting Through 2022

•   Bloomberg: Eskom to Seek Bondholder Approval for Plan to Spread Debt Load

•   Reuters: Who will pay tops the agenda as UN climate talks approach end

•   Reuters: Biden signs legislation to tighten U.S. restrictions on Huawei, ZTE

※   The signing comes days before Biden and Chinese leader Xi Jinping are expected to hold a virtual summit

•   Reuters: BOE says market infrastructure firms no longer need to discuss dividends

•   Reuters: Germany's Scholz says COVID vaccination centers to be re-opened

•   Reuters: China coal's last hurrah comes too late for old mining towns

•   Reuters: Marketmind: Rate hikes back on markets' radar

•   Reuters: Japan's Subaru unveils first all-electric car, developed with Toyota

•   Reuters: In China, global automakers seek clarity from a more ambitious regulator

•   Reuters: Analysis: Carbon superpowers: U.S.-China deal seen as symbolic but not sufficient

•   Reuters: Analysis: U.S. oil refiners bet the farm Biden will back them on biofuels

•   Reuters: Analysis: China property financing tweaks fall short of investor expectations

•   AP: Saudi Arabia denies playing climate saboteur at Glasgow

•   AP: EXPLAINER: Why US inflation is so high, and when it may ease

•   CNN: US Chamber: Trump is 'wrong' on infrastructure bill

•   CNBC: Chinese President Xi could invite Biden to Winter Olympics in Beijing

※   President Xi Jinping is expected to use the discussion, expected next week

•   CNBC: U.S. official says Russia ‘took advantage’ of Europe’s energy crisis

•   CNBC: Moderna says Covid vaccine has fewer breakthrough cases than Pfizer’s

•   CNBC: New mortgage refinance programs are expanding to reach more homeowners

•   CNBC: Former Indian central bank chief warns rapid rate moves could fuel ‘wealth shock’ that scares consumers

•   CNBC: COP26: Climate campaigners to target banks after Shell court ruling

•   CNBC: Why fear of a bad reputation could be what really makes firms focus on climate change

•   CNBC: Predictions for future of money: CBDCs, stablecoins, cryptocurrency

•   MarketWatch: Why the hottest inflation in 3 decades isn’t rattling stock-market bulls

•   MarketWatch: Billions of dollars in infrastructure bill for charging could supercharge electric vehicle adoption

•   MarketWatch: The suburbs are winning in commercial real estate — and not just in the U.S.

•   Fox Business: Americans souring on economy as inflation hits 30-year high

•   SCMP: China’s Boeing purchases seen as ‘weakness’ in US trade deal probe, hurt by ‘sour’ relations

•   SCMP: US-China rivalry ‘threatens to undermine further action on fighting climate change’

•   SCMP: China’s top import fair reports first contraction since debut in 2018 as slowing economy, Covid-19 hits deal-making

•   SCMP: China’s central bank expected to use ‘variety of tools’ to ensure ample liquidity and reasonable economic growth

•   SCMP: Dalian suspends cold-chain food operations amid Covid-19 cases, threatening seafood exports to US, Europe

•   SCMP: Singles’ Day posts record haul despite slower pace, as China’s antitrust moves dampen world’s biggest online shopping event

•   Caixin: In Depth: Can China Pull Itself Out of the Economic Doldrums?

•   Nikkei Asia: Japan's Foreign Minister Hayashi: China hand or too pro-Beijing?

•   Nikkei Asia: PM Kishida's support steady at 61% despite unpopular cash payout

•   Nikkei Asia: Into the Metaverse: 5 things to know about tech's latest buzzword

•   Economic Times: Indian economy is expected to grow beyond 10% in this fiscal: NITI Aayog vice chairman Rajiv Kumar

•   Economic Times: Net-zero impact positive? India's GDP in 2050 projected to be higher by $406 bn than business-as-usual scenario, states report

•   Economic Times: India's GDP growth to be fastest in the world, says finance ministry

•   Economic Times: Current account deficit seen hitting 1.4% or $45 billion by March as crude soars: Report

•   MINING.com: Iron ore price rally is over, prices to follow multi-year downtrend — report

•   Construction Equipment: AGC: Materials Prices Driving Up Project Prices

•   Industrial Vehicle Technology: Long-term forecast of forklift market in 2028 raised by 40%

※   Interact Analysis: The Long-Term Forecast Of Global Forklift Market In 2028 Is Raised By 40%

•   Hannover Messe News: Hydrogen is the oil of the future

•   Robotics & Automation News: Manufacturing operations management: A high-value starting point for digital transformation

•   Robotics & Automation News: New Honeywell warehouse automation technology allows sites to maximize storage and increase order fulfillment

•   Dronelife: Top Drone Manufacturers of 2021: Drone Industry Insights

•   Dronelife: Drones, Robots, and More: Will Automation Create Jobs – or Unemployment?

•   매경(P1): "국민 다수 원하면 원전 다시 생각해야"…한전 사장의 직언

•   매경(P1): [단독] 역차별에 외국인 부동산 휩쓸자…뒤늦게 자금 출처 나섰다

•   매경: "외국인 거래 허가제, 전국으로 확대 시행"

•   매경: "더 방치땐 국내부동산 외국인 놀이터 될수도"…정부, 뒷북 대책 논란

•   매경(P1): [단독] "문과 출신 취준생 어쩌나"…하나 우리은행 공채 없앤다

•   매경: 한달전부터 예고된 요소대란…위기징후 정부만 몰랐다

•   매경: [단독] "전세계 요소 공급 회복까진 최소 반년…긴 겨울 대비해야"

•   매경: "산타랠리 없을수도"

•   매경: 日신임 외무상 "한일관계 방치 안돼"

•   매경: "내년 신흥국서 자금 대거 이탈 우려"

※   대외경제정책연구원: 2022년 세계경제 전망

•   매경: 한국 최고 싱크탱크도 전국민 대상 방역지원금 반대…"선별적 지원 바람직"

※   KDI: KDI 경제전망, 2021 하반기

•   매경: 한국기업들 CES2022 혁신상 휩쓸어

•   매경: "소득 적을수록 더 많이 지원"…오세훈표 안심소득 내년 실험

•   매경: MZ세대 "승진보다 성과급"…50대 무보직자 "버티고 보자"

•   한경(P1): "디지털 전환 성공, HR 혁신에 달렸다"

•   한경: "BTS, 온라인 콘서트로 500억 벌어…메타버스 열풍 계속된다"

•   한경(P1): 오피스텔 이상과열…매매량 '사상 최대'

•   한경(P1): 靑 신임 경제수석에 '산업통' 박원주

•   한경: 이주열 "전례없는 공급망 병목…언제쯤 해소될지 알기 어려워"

•   한경: "인플레는 일시적…내년이면 완화될 것"

•   한경: 대출 규제·기준금리 상승…예대금리차 2.1%P '11년 만에 최대'

•   한경: 한화큐셀, 美에 ESS 단독단지

•   한경: 삼성 '반도체 패키징'도 초격차…메모리 6개 탑재 솔루션 개발

•   한경: 두산공작기계 품는 디티알오토…車부품사 넘어 성장株 변신 '시동'

•   한경: [단독] 한화에너지, 국내 사모펀드와 손잡고 '그린수소' 밸류체인 구축한다

•   서경(P1): [단독] IPO 심사 강화... '공모가 거품' 확 뺀다

•   서경: 상장 전 '유보금 나눠먹기'땐 제동···과도한 대주주 사익추구 걸러낸다

•   서경: 14곳 중 5곳 한달만에 공모가 아래로···8월 이후 청약증거금·경쟁률도 시들

•   서경: 내년 입성 앞둔 마켓컬리·SSG 등 '불똥튀나' 긴장

•   서경(P1): 탈탄소發 고용감소 막으려면 세금 年 20조 추가로 걷어야

•   서경: 脫탄소 속도내며 사회적 비용은 '쉬쉬'

•   서경(P1): "전국민에 암호화폐 지급"···이재명 파격, 통화질서도 흔드나

•   서경: 요소수 품질인증 기관 2곳뿐···동남아서 들여와도 의뢰폭주에 '검사 병목'

•   서경: 현대차 북미사장 "공급 차질 최악 시기 넘겨···4분기 생산 목표 달성 기대"

•   서경: 대출규제의 역설...집값 비쌀수록 더 뛴다

•   서경: 채용설명회에 면접까지···메타버스로 오세요

•   서경: [단독]민주당, 1인당 50만원·예산 25.9조 증액 요구···'이재명 지원금' 밀어붙인다

•   조선: 러·中이 원전시장 휩쓰는데… 한국, 하청업체로 전락하나

•   조선: “20억 집, 18억까지 대출 가능” 기막힌 주담대 편법

•   조선: 카드 사용액, 확진자 숫자... 실시간 경기 반영 통계 ‘나우캐스트’ 나온다

※   통계청이 카드 사용액 같은 민간 데이터를 통해 경제 상황을 보다 빨리 확인할 수 있는 ‘나우캐스트(Nowcast) 포털’을 만들기로

•   조선: 전세 절벽 넘어 빙하기… ‘거래지수’ 금융위기 이후 최저

•   조선: [WEEKLY BIZ] 도너츠 뺀 던킨, 컴퓨터 뺀 애플… 이름 바꿔 도약

•   조선: [WEEKLY BIZ] 공급망과 ‘인플레’가 가른 실적… 해운·에너지·철강 ‘어닝 서프라이즈’

•   조선비즈: 한국, 폴란드 원전 수주 총력전.... “경쟁사보다 최대 30% 싸게”

•   조선비즈: 유진증권 “SK하이닉스, 내년 상반기까지 메모리 가격 하락으로 실적 부진···목표가는 상향”

•   중앙(P1): 규제 탓 대출금리 역전…은행보다 2금융이 싸다

•   중앙: [View & Review] 휘발유·경유·LPG 세금 다 내리는데…난방유는요?

•   중앙: 제2 요소수 사태 터질라…K배터리, 이중삼중 방어막

•   동아(P1): 與 “납세 유예는 합법적”… 野 “정부가 동의땐 고발”

•   동아(P1): 승용차 요소수, 주유소서 최대 10L 구입 가능

※   산업부: (참고자료)산업부-환경부, 요소 및 요소수「긴급수급조정조치」시행

•   동아: 4000m 바닷속 탐사, 자율주행 로봇에 맡겨라

•   동아: 차세대 배터리 내가 이끈다… 韓中日 불꽃 튀는 싸움

•   동아: 2025년 운행 ‘하늘 나는 택시’ 종합실증 성공

•   동아: 서울 중대형 아파트값 2년새 26% 올라

•   문화: 韓·美, 에너지 정책대화 장관급 격상키로

•   문화: 대기업 재활용사업 진출에… 폐기물 처리업계 “골목상권 침해”

•   한국(P1): "위드아웃 코로나 같아요" 보복음주·회식에 비틀대는 한국 사회

•   한국(P1): 위중증 최다치에 "병상 관리 전국 통합" ... 수도권 중환자 지방으로 보내나

※   정은경 "위드 코로나 2단계 어려울 수도"

•   국민(P1): 美 동아태 차관보 이례적 행보… 미래권력과 격 차이 지적도

•   국민: 우리 아이, 백신 맞힐까 말까? 전문가도 의견 분분

•   서울(P1): 그 많던 알바는 다 어디 갔을까

•   서울: 유럽의약품청 “셀트리온 코로나 항체치료제 승인 권고”

•   경향(P1): G2발 인플레 압력, 한국 경제 덮쳐 온다

•   머니투데이(P1): "ESG 경영전략 살펴볼 신선한 기회"...국내외 기관투자자 총출동

•   머니투데이(P1): '초격차' 목표 삼바…전세계 바이오藥 위탁생산 50% 정조준

•   헤럴드경제(P1): 차이나 리스크는 잠복해 있다

•   파이낸셜뉴스(P1): 희토류 값 심상찮다... 이달에만 20% 올라

•   파이낸셜뉴스(P1): 저무는 내연차시대… 기아도 전기차만 판다 [저무는 내연차 시대]

•   파이낸셜뉴스: 기업들 ESG경영 한다면서도… 직원 뽑을때 봉사 스펙은 참고만

•   디지털타임스(P1): [기획] 퇴로 막은채 `종부세 패닉` 대선민심 터진다

•   연합: 오후 9시까지 전국서 2천153명 확진…12일 2천500명대 예상

•   연합: 김동연 "지방 이전기업 10년 고용유지, 상속·증여세 감면"

•   뉴스1: 22년 일한 두산 사무실 정리한 박용만…청소 아주머니 손잡고 감사 인사

※   두타 33층 사무실 떠나며 소회, "오늘날 두산 만든 대부분 결정 내린 방"

•   e대한경제: "봄날은 간다"…D램·LCD價 급락에 실적눈높이 '뚝

•   글로벌경제: [FOCUS] 대전환점에 선 두산그룹‥박정원 회장이 그려갈 '빅픽처'에 관심집중

•   에너지경제: 한수원, 원전해체 속도낸다…"IAEA와 전문가 양성 추진"

•   에너지경제: 정재훈 한수원 사장 "이집트·체코·루마니아 원전 수주 기대" 재차 강조

•   에너지경제: 3분기 신재생E 보급 절반 수준 ‘뚝’…"연초 발전비용 하락 본격 반영"

•   전자신문(P1): "육상풍력 발전단지 '국산 터빈' 20% 불과"

•   전자신문: [뉴스줌인]외면받는 국산 풍력터빈 왜?

•   로봇신문: 서예 시연에 나선 ABB 양팔 협동 로봇 '유미'

•   물류신문: 유통물류현장 공급망 붕괴, 인력 부족 정점 찍어 ‘대 혼란’

[Opinions]

•   Project Syndicate(James K. Galbraith): The Choking of the Global Minotaur

•   Project Syndicate(Shashi Tharoor): Modi's Anti-Muslim Jihad

•   Project Syndicate(Daron Acemoglu): Climate Change vs. the Sino-American Cold War

•   Project Syndicate(Lucrezia Reichlin): Accounting for Climate Change

•   Project Syndicate(Richard Mattison): Planning the Route to Net Zero

•   FT(Gillian Tett): We should not be too quick to dismiss ‘blah, blah, blah’ on climate

•   FT(Martin Sandbu): The imperceptible approach of global carbon pricing

•   FT(David Gardner): The future of Iraq is in the balance

•   FT(Chris Giles): A weakened UK economy emerges from the Covid mist

•   FT(Mohamed El-Erian): Fed’s inflation miscalculations risk hurting the poor

•   FT(Robert Armstrong): Inflation is bad, but not worse

•   FT(Izabella Kaminska): On a long enough timeline is all inflation transitory?

•   FT(Matthew C Klein): Janos Kornai’s warning for the post-pandemic world

•   WSJ(Editorial Board): Inflation and Building Back Worse

•   WSJ(Joshua Rauh, Mels de Zeeuw): ‘Net Zero’ Will Make Wall Street Richer at Main Street’s Expense

•   NYT(Gail Collins): Deck the Halls With Infrastructure

•   NYT(Jaron Lanier): The Metaverse: Expectations vs. Reality

•   NYT(Lisa Viscidi, MK Vereen): Here’s How Mexico Can Clean Up Its Dirty Energy Industry

•   WP(Editorial Board): Do not underestimate inflation. Higher prices are punishing U.S. workers.

•   WP(Catherine Rampell): Democrats ignore the recent inflation numbers at their peril

•   WP(Eugene Robinson): To show he cares about inflation, Biden should tap into the Strategic Petroleum Reserve

•   WP(Paul Waldman): Has Joe Manchin found an excuse to destroy President Biden’s agenda?

•   Bloomberg(Editorial Board): The Supply Chain Crisis Demands Private-Sector Solutions

•   Bloomberg(Daniel Moss): Inflation Is Now Global, But the Traps Are Local in the U.S., China and Europe

•   Bloomberg(Tyler Cowen): Nuclear Fusion Is Close Enough to Start Dreaming of a New World

•   Bloomberg(John Authers): It's Official. The Inflation Numbers Are a Hot Sticky Mess

•   Bloomberg(Jonathan Bernstein): Inflation Watch: How Trump Beat Biden at Fed Jawboning

•   Bloomberg(John Kemp): Seasonal weakness could take some heat out of oil prices

•   MarketWatch(Charles Passy): Will America ever return to normal? COVID continues to alter our lives

•   Reuters(Jamie McGeever): Hedge funds' FX plays get crushed in red October

•   매경(사설): 한수원 이어 한전 사장도 인정한 탈원전 궤도 수정 필요성

•   서경(사설): 한전 사장까지 ‘뒤늦은 고백’···탈원전 열차 멈출 때다

•   문화(문주현): 中에 목매는 요소수, 中 살찌운 태양광

•   국민(사설): 탄소중립 위한 원전 정책 재검토 필요하다

•   서울(사설): ‘원전 재건설’ 프랑스의 정책 전환 움직임에 주목한다

•   세계(김승도): 韓 2050년 탄소중립 선언, 현실 직시하자