Business Intelligence Monitor 211201

(Introduction)

[Markets]

•   Global: Stocks, oil slide as Omicron worries push investors to safe havens

•   US: Treasury Curve Flattest Since March 2020 as Powell Spurs Bets

•   Turkey: Lira Falls to Record Low After Powell Hints at Faster Tapering

•   Natural gas: European Gas Prices Surge Above 100 Euros With Eyes on Russia

•   Metals: Copper hits two-week low on Omicron uncertainty and Fed comments

•   Iron ore: Dalian iron ore price up on restocking demand

•   Grains: Wheat extends slide as Omicron coronavirus fears grow

•   DRAM: 11월 메모리반도체값 보합…내년 2분기 반등 전망

•   한국: 코스피, '오미크론 우려'에 털썩…연중 최저치

※   한경: "코스피 2750까지 추가 하락할 수도"

•   한국: 카카오그룹, LG·현대차 제치고 시총 3위 등극

•   한국: 오미크론도 못막는 LG이노텍의 질주···40만원까지 가나

•   한국: 두산그룹주 대체로 내려, 두산중공업 오리콤 4%대 떨어져

[Indicators]

•   US Sep. Case–Shiller home price: U.S. Home-Price Growth Decelerated in September

•   US Nov. Consumer confidence: U.S. Consumer Confidence Fell to a Nine-Month Low in November

※   Conference Board index declines to 109.5 from 111.6 in October

•   US Weekly Oil Inventories(EIA): Cushing Crude Inventories Are Rising As Oil Prices Fall

•   Eurozone Nov. CPI: Record eurozone inflation of 4.9% puts pressure on ECB

※   Anxiety grows over central bank policies as consumer prices continue to rise

•   Germany Nov. Employment: German Joblessness Extends Drop as Companies Rush to Fill Orders

•   China Nov. PMI: China’s Manufacturing Rebounds With Signs Inflation Easing

※   Non-manufacturing index slows slightly on weaker services

•   Japan 2020 Population: Japan's population drops to 126m in 2020 census, down 0.7% vs. 2015

•   Japan Oct. Industrial production: Japan's Oct. industrial output rises 1.1% on month

•   Japan Oct. Employment: Japan's Oct. jobless rate improves to 2.7% as virus emergency lifted

•   India Q3 GDP: India's Q2 GDP grows at 8.4% as economic activity recovers after second virus wave

•   India Oct. Core industry production: Eight core sectors' output grows to 7.5% in October

•   Brazil Sep. Employment: Brazil Unemployment Falls More Than Expected on Slow Recovery

•   Canada Oct. Economic activity: Canada Third Quarter GDP: Consumer Cash Underpins Sturdy Economic Recovery

•   Turkey Q3 GDP: Turkish economy grows 7% in third quarter

•   한국 10월 산업활동: 10월 생산 1년반만에 최대폭 감소…조업일 줄고 공급망 차질

•   한국 10월 사업체노동력: 임금상승률 반토막···임시일용직의 눈물

[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

•   FT: Inflation tracker: the latest figures as countries grapple with rising prices

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Powell Warns Elevated Inflation Justifies Faster Reduction of Bond Purchases

※   ‘The risk of higher inflation has increased,’ the Fed chairman tells lawmakers

•   WSJ: Covid-19 Variant Omicron Threatens U.S., Global Economies

※   Latest virus strain could slow global growth but any hit is likely to be modest, economists say

•   WSJ: Omicron Risks Infecting Vaccinated People But May Not Cause Them Severe Illness

※   Some scientists say the virus will likely remain vulnerable to immune cells; ‘Don’t freak out,’ says BioNTech co-founder

•   WSJ: Covid-19 Antibody Drugs Are Challenged by Omicron, Preliminary Testing Indicates

※   Regeneron said its antibody drug cocktail was found to lose effectiveness against the new variant

•   WSJ: Merck’s Covid-19 Pill Under Review by FDA Advisers

※   Endorsement of molnupiravir, from Merck and partner Ridgeback, could open the door for FDA authorization before the end of the year

•   WSJ: Scientific Understanding of Omicron Lags Behind Policy Response

•   WSJ: Omicron Variant Adds Urgency to Covid-19 Vaccine Talks, WTO Chief Says

•   WSJ: Omicron Variant Starts to Hit Travel, Business Flights and Events

•   WSJ: What the Omicron Variant Means for Travel Restrictions and Bans

•   WSJ: Gas Prices Pressure Drivers’ Finances

•   WSJ: Fannie Mae, Freddie Mac to Back Home Loans of Nearly $1 Million

•   WSJ: White House Considering Richard Cordray as Top Fed Banking Regulator

•   WSJ: America’s Power Plants Are Low on Coal

•   WSJ: Iran’s Nuclear Enrichment Could Imperil Talks, Diplomats Say

•   WSJ: Leaked Documents Detail Xi Jinping’s Extensive Role in Xinjiang Crackdown

•   WSJ: Omicron Uncertainty Will Linger a While

•   WSJ: Lesson One From the Omicron Drop: Markets Don’t Like Bad News

•   WSJ: Falling Dollar Shows Resurgence of Infamous Carry Trade

•   WSJ: Oil Companies Got Their Hedges Clipped

•   NYT: Fragmented Reactions Hinder Global Fight Against Omicron Variant

•   NYT: China’s Silence on Peng Shuai Shows Limits of Beijing’s Propaganda

•   NYT: Weak Recovery Leaves India’s Middle Class Anxious and Frugal

•   NYT: South African Company Nears License to Sell J. & J. Covid Shot Across Africa

•   NYT: Judge Delays Aung San Suu Kyi Trial in Myanmar

•   NYT: The head of Meta’s cryptocurrency efforts is leaving the company.

•   NYT: Supply Chain Problems Have Small Retailers Gambling on Hoarding

•   WP: As Biden pushes to end the pandemic, omicron’s emergence points to a longer struggle

•   WP: How Biden and Trump actually compare on coronavirus deaths

•   WP: Biden could soon end the Iraq War (no, really)

•   WP: Biden’s ‘aggressive’ use of a tax loophole he’s trying to shut down

•   WP: Federal Judge Matthew Schelp in Missouri halts Biden’s vaccine mandate for health workers

•   WP: Omicron was in Netherlands before South Africa raised alarm about new coronavirus variant

※   Experts caution, though, that the variant could have originated elsewhere.

•   FT: Putin warns Nato against crossing ‘red lines’ in Ukraine

※   New hypersonic missiles will enter service next year, says Russian president

•   FT: The inside story of the Pfizer vaccine: ‘a once-in-an-epoch windfall’

•   FT: Moderna chief predicts existing vaccines will struggle with Omicron

•   FT: Vaccine makers split on protection against Omicron variant

•   FT: ‘The world is watching South Africa’: health experts sift Omicron clues

•   FT: How the EU plans to counter China’s investment strategy abroad

•   FT: Eric Zemmour declares bid for French presidency

※   Anti-immigration polemicist laments decadence and says people feel like strangers in their own country

•   FT: Greece to curb coal use by 2028 as part of climate law

•   FT: Boris Johnson pledges Covid booster jabs for all adults by end of January

•   FT: UK companies adopt new office rules in response to Omicron variant

•   FT: PM orders UK energy companies to speed up repairs after Storm Arwen

•   FT: Omicron could keep inflation high for longer, says BoE policymaker

•   FT: Biden faces US legislative logjam in run-up to Christmas

•   FT: Biden’s methane rules could face a decade of delays

•   FT: Semiconductor nationalism is on the rise across Asia

•   FT: China cuts finance pledge to Africa amid growing debt concerns

•   FT: What are central bank digital currencies?

•   FT: Which real-world assets are being tokenised?

•   FT: Who owns the most cryptocurrency?

•   FT: Texas farmers reap benefits of boom in solar and wind power

•   Bloomberg: U.S. May Tighten Travel Rules to Fight Omicron, CDC Head Says

※   The agency is looking measures such as narrowing the testing window for travelers into the country and adding quarantine requirements in certain cases

•   Bloomberg: Americans Think Job Market Is Getting Better But See US Economy Getting Worse

•   Bloomberg: Number of H1-B Visa Immigrant Workers Drops Most in a Decade

•   Bloomberg: Germany Mulls Lockdown on Unvaccinated as Europe Clamps Down

※   Incoming vice chancellor backs proposal for tougher curbs

•   Bloomberg: Scholz Says Germany Is Poised to Act If Inflation Fails to Ease

•   Bloomberg: Germany Moves Toward Mandatory Covid Shots as Europe Clamps Down

•   Bloomberg: EU’s Gentiloni Sees No Reason for Economic Panic Over Omicron

•   Bloomberg: McGuinness Says EU Dependence on U.K. Clearing ‘Not Sustainable’

•   Bloomberg: China Basks in Covid-Zero Vindication as Omicron Closes Borders

•   Bloomberg: China’s Developers Face $12 Billion in Trust Payments This Month

•   Bloomberg: Chinese Banks Boost Short-Term Debt in Sign Lending to Pick Up

•   Bloomberg: Slump in China Gas Shows Spreading Impact of Property Slowdown

•   Bloomberg: China Vows Omicron Won’t Derail Beijing Winter Olympics

•   Bloomberg: Philippines Vaccine Mandate Sees Millions Facing Covid Test Fees

•   Bloomberg: Omicron Case in Japan Found in Man Returning From Namibia

※   Japan confirmed its first case of omicron variant as the nation closed its borders to new foreign entrants

•   Bloomberg: Omicron Variant: Brazil Finds Strain in First Latin America Cases

•   Bloomberg: Turkey's Erdogan Says Interest Rates Will Fall ‘Markedly’ Until Elections

•   Bloomberg: Bank of Russia Says 100 Basis-Point Hike Possible in December

•   Bloomberg: South Africa Bleeds Jobs as Riots Take Toll on Commercial Hubs

•   Bloomberg: Bank Indonesia Mulls Digital Currency as a Way to ‘Fight’ Crypto

•   Bloomberg: Copper Royalty Bill Passed in Initial Vote by Chilean Senators

•   Bloomberg: Fed Hike Bets Amped Up on Powell, Driving Treasury Yield Curve Flatter

•   Bloomberg: Debt Ceiling Concern Spurs Nervousness About Late December T-Bills

•   Bloomberg: Euro Bears Bide Their Time as Omicron Curbs Rate Bets for Now

•   Bloomberg: Lumber Firm Sees Shipments Plunge on Canada Floods

•   Bloomberg: Auto Executives See EVs at Half of Sales in Big Markets by 2030

•   Bloomberg: French Nuclear Boss Defends EDF Technology After Report of Flaw

•   Bloomberg: Musk Says SpaceX Bankruptcy Risk ‘Unlikely’ But Not Impossible

•   Bloomberg: Wanted: A Town Willing to Host a Dump for U.S. Nuclear Waste

•   Bloomberg: The Godfather of Wind Is Building a Floating Energy Revolution

•   Bloomberg: Battery Price Declines Slow Down in Latest Pricing Survey

•   Bloomberg: Rising Battery Costs Hit Carmakers, Threaten Climate-Change Push

•   Reuters: WHO's Tedros warns against over-reaction to Omicron

•   Reuters: WHO warns against blanket travel bans over Omicron coronavirus variant

•   Reuters: Fauci: Too soon to say if Omicron variant will lead to severe disease

•   Reuters: White House says work toward waiving COVID-19 vaccine intellectual property rights continues

•   Reuters: Fed's Clarida says high inflation seen this year is 'not a success'

※   "No one is happy when inflation is running at 4% or 5% when our goal is 2%,"

•   Reuters: France sends more police to Martinique to quell COVID unrest

•   Reuters: EU could approve shot against new coronavirus variant in 3-4 months

•   Reuters: Moody's sees German and French power prices normalising in 2023, 2024

•   Reuters: China's Xi pledges another 1 bln COVID-19 vaccine doses for Africa

•   Reuters: India promises more COVID-19 shots to Omicron-hit Africa after Chinese move

•   Reuters: Oil bound for gains as OPEC+ guards supply, but virus threat looms: Reuters poll

•   Reuters: Oil firms face workforce crunch as renewables beckon -survey

•   Reuters: Volvo Cars sees chip shortage extending into 2022, Q3 profit dips

•   Reuters: Analysis: Ready to pounce: Investors prepare for swings, opportunities as Omicron variant spreads

•   AP: Brazil president joins centrist party with election ahead

•   CNBC: Rolling back U.S.-China tariffs would ease inflation in the U.S., former Treasury secretary says

•   CNBC: Here's why unemployment claims hit their lowest level since 1969

•   CNBC: Climate change and geopolitical instability: 11 high-risk countries

•   CNBC: Ray Dalio says cash is not a safe place right now despite heightened market volatility

•   CNBC: Omicron fears could shift spending away from experiences, trade group says

•   CNBC: Strategists urge investors to look through omicron volatility and stay the course

•   MarketWatch: These are Wall Street’s 20 favorite stocks as the Fed’s Powell jolts the market with taper talk

•   SCMP: China’s Covid-19 port quarantine for shipping crew stokes delays ahead of Lunar New Year

•   SCMP: China’s BeiDou in race with Nasa over laser communications in space

•   Global Times: China's economic growth to exceed this year's target: Vice Premier Liu He

•   Global Times: China-Russia govt heads stress strategic consensus to jointly deal with external pressure at regular meeting

•   Global Times: China urges US to lift illegal sanctions on Iran and third parties, as talks on nuke deal resume

•   Nikkei Asia: Japan's shrinking labor pool sharpens quest for productivity

•   Nikkei Asia: Japan goes on high alert after first omicron case detected

•   Nikkei Asia: Shionogi and Daiichi Sankyo join hunt for omicron vaccine

•   Nikkei Asia: Biden's China playbook: Cooperation or confrontation?

•   Mainichi: Japan recession lasted for 19 months through May 2020: gov't panel

•   Mainichi: BOJ chief says he does not view tackling climate change as 'cost'

•   Economic Times: Q2 GDP numbers encouraging, looking forward to double-digit growth in 2021-22: PHDCCI

•   Power Engineering: Renewables account for 20% of U.S. electricity generation through Q3 2021

•   OilPrice.com: OPEC+ Expects Global Oil Inventories To Surge

•   Robot Report: Why industrial robot component manufacturers should target cobots

•   매경(P1): [단독] 부모님 집 지분 16% 상속 받았는데…종부세 두배 '폭탄'

•   매경: "멀쩡히 계시는 모친께 집 팔자 해야하나"…종부세 대혼란

•   매경: "일시적 2주택인데"…부부 공동명의라고 종부세 두배 내라니

•   매경(P1): "배달 뛰지, 미쳤다고 알바 하냐"…시급 2만원 줘야 겨우 구인

•   매경: 상속세 10년에 나눠내고 미술품으로 대납도 가능

•   매경: "졸지에 건보료 폭탄" 집값 급등에 2만4천명 날벼락

•   매경: 현대차 노조까지 MZ세대에 줄섰다

•   매경: 삼성전자 3대 부문장…모두 유임으로 가닥

•   매경: 삼성, 차세대 차량용 반도체 3종 공개

•   매경: LG전자 'OLED 뚝심' 통했다

•   매경: "우리 부처 어떻게 되는거야?" 뒤숭숭한 세종시 공무원들

•   매경: "나도 살까" 가상부동산 열풍…거품 논란도

•   매경: [2022 유망 주식] 기지개 켜는 반도체, 호랑이 증시 이끈다

•   매경: "상장사 영업이익 증가…내년 코스피 최대 3400P 갈수도"

•   매경: "오미크론 영향 단기적일 것…내년 상반기 반도체, 하반기 車 주목"

•   한경(P1): "다주택자 양도세 일시인하 검토"

•   한경(P1): '탄소중립' 본격화 되자…"다시 원전" 외치는 세계

•   한경: "원전은 안정적 전력" vs "친환경 아니다"…둘로 나뉜 유럽

•   한경: "우리도 원전 짓겠다"…'체르노빌 악몽' 세르비아마저 나섰다

•   한경: 미국인 59%가 "원전 지지"…3년 前보다 10%P 늘었다

•   한경: 김동연 "4년 중임제 개헌…분권형 대통령제로 가야"

•   한경: "與, 50조 손실보상 추진 땐 협조"

•   한경: 2050년 모든 사업장 탄소중립…현대두산인프라 업계 첫 선언

•   한경: 내년부터 상장 심사 때 기업 'ESG 체력' 검증

•   한경: 얼어붙은 신재생에너지株, 내년 '쨍하고 해뜰날' 오나

•   한경: 아파트 매매시장 양극화 '역대 최고'…상위 20%, 하위 20%의 9.3배 비싸

•   한경: LG전자 CES 키워드는 'AR·VR'

•   서경(P1): 정부는 '탈탄소' 외치지만···정작 수익은 석탄·원전뿐

•   서경: 신재생 손실규모 '火電 수익 30배' 달하기도···"에너지믹스 다시 짜야"

•   서경: 겨울비에 가려진 태양광 전력···원전 10기 발전 규모로 메웠다

•   서경: 송영길 "원전 무섭다고 도망가면 안돼"

•   서경: 방역 강화땐···한은, 통화정책 방향 고민해야

•   서경: 만성 적자 벗어난 서비스수지, 반짝 회복 그치나

•   서경: 조세연 “노인 공공일자리 사업이 민간 일자리 줄인다”

•   서경: “해외 전기차 공략 확대” 뭉칫돈 푸는 일진머티리얼즈

•   조선: 내일 중국 가는 서훈, 종전선언 논의하나

•   조선: “中企의 99%는 오너가 대표… 재해 처벌땐 문닫아야”

•   조선: 18년만에 벌어진 일...가계대출 금리가 기업대출보다 0.5%포인트 이상 높다

•   조선: “소형 원전을 미래 성장 동력으로”

•   조선: 포스코, 지주회사 전환 추진

•   조선: 전기차 보조금 내년엔 확 줄어... GV60, 600만원 더 줘야 산다

•   조선: 사람 없는 무인매장… “살려주세요” 외침도 알아듣는다

•   조선: 서울 아파트 전세가율 2012년 이후 최저...내년 전세 가격 크게 오를수도

•   조선비즈: 美 Fed 긴축에 오미크론發 충격까지…내년 원·달러 환율, 1200원에서 시작하나

•   조선비즈: 네이버 메타버스 생태계 확장…소뱅·하이브 등에 2200억원 투자 유치

•   TV조선: [단독] 한미 국방장관 성명에 최초로 '대만 문제' 포함 협의

•   중앙(P1): 미군 아파치 대대·2사단 포병 본부, 한국에 상시 주둔

•   중앙: RCEP 비준안 제출 1년 뭉갠 산업부, 한국 ‘관세 왕따’ 됐다

•   중앙: 대출총량 규제의 역설…은행·2금융권 주담대 금리 역전

•   동아(P1): 5000명 안팎 확진… 오미크론 의심 4명 발생

•   동아: 병상 부족, 수도권 → 전국 확산… “오미크론 유입땐 감당 어려워”

•   동아: 70세 이상도 재택치료… 위중증 급증 우려

•   동아(P1): 2030세대 절반 대출 받아… “금리 5%넘으면 감당못해”

•   한국: '더 늦기 전에'…정부, 탄소중립 주간 운영 "피할 수 없는 과제"

•   국민: 서울 집값 잡으려다 ‘탈서울’ 부추겨… 경기도 아파트값 평균 6억원 넘어섰다

•   서울: 금융연 “한국, 최악 땐 2045년 잠재성장률 -0.56%”

•   서울: S&P 만난 홍남기 “부동산 안정세 지속… 재정관리 강화”

•   한겨레(P1): 교도소 쉼터, 산악열차…황당한 ‘기후대응기금’ 사업

•   경향: 유럽 패키지 줄줄이 취소…‘오미크론 공포’ 덮친 여행·항공업

•   머니투데이(P1): "구글·아마존과 전쟁중인데"...네이버·카카오 규제법에 학계도 비판

•   헤럴드경제(P1): 민간 사전청약 첫 공급 연말까지 6000가구

•   파이낸셜뉴스(P1): 결국 해넘기는 항공 빅2 결합[항공 빅2 결합심사 표류 '멀고 먼 메가캐리어 꿈' (上)]

•   파이낸셜뉴스: 메타버스·NFT기업 CB 발행에… 기관들, 뭉칫돈 넣었다[전환사채 시장도 '신산업']

•   아시아경제(P1): 반도체특별법 공회전…불안한 '초격차 미래'

•   아시아경제: 내년 한국 증시 EPS 증감률 마이너스 쇼크 "최상위서 꼴찌 전락"

•   디지털타임스: 전기차용 전력반도체 국산화로 자체 공급

•   디지털타임스: 한숨돌린 해운업계, 오미크론에 또 긴장

•   이데일리: '공급망 위기' 바이든은 왜 유독 삼성을 챙기나

•   이데일리: 조정장에도 레버리지 취한 시장…불나방된 개미

•   이데일리: QD 앞뒀는데…삼성-LG 'OLED 동맹설' 왜 또 나오나

•   이데일리: 하락장에 베팅…대차거래 잔고 80조원 육박

•   연합: 'ESG경영 외치지만' 대기업 10곳 중 4곳, 준법지원인 선임 안 해

•   연합: WSTS, 내년 메모리반도체 시장 성장률 절반 이하로 하향

※   WSTS: WSTS Semiconductor Market Forecast Fall 2021

•   뉴시스: [일문일답]이동걸 "두산건설 매각, 두산중 재무 개선에는 한계"

※   내년 초 완료 예정인 유상증자를 포함해 두산중공업이 진행하고 있는 재무구조 개선 결과가 계획대로 원활히 이루어질 경우, MOU 종결에 대해 외부기관의 재무진단을 거쳐 종합적으로 검토할 것

•   뉴시스: 무디스 "두산중공업 유상증자, 두산밥캣 신용도에 긍정적"

•   더구루: [단독] 현대차·기아, 英 수소테크 '하이록'에 베팅…HGEN도 참여

•   에너지경제: "올 겨울 센 한파 온다는데…" 탄소중립 추진 속 LNG 발전 딜레마 더 커진다

•   에너지경제: 6천억 규모 송도 연료전지사업 본격화…"내달 발전사업 허가·주민참여 유치"

•   에너지경제: 한수원, 프랑스 원전해체 기업과 손잡고 원전해체 본격 시동

•   에너지경제: "탄소중립 위해 에너지 전환 분야 등 신규 국가표준 100종 개발 추진"

•   에너지경제: [인터뷰] 임춘택 에너지경제연구원장 "온실가스 감축 속도, 산업별 강약 조절 등 '맞춤 전략' 필요"

•   전자신문(P1): LG전자, '차량용 반도체' 만든다

•   전자신문: [스페셜리포트]삼성 QD디스플레이 양산...韓 OLED 독주 발판

•   전자신문: [스페셜리포트]TV 시장 '피크아웃' 속 OLED 나홀로 성장

•   전자신문: 국내 발전용 연료전지 설비 세계 최초 700MW 돌파…청정수소 전환도 속도 내야

•   ZDNet Korea: 삼성폰, 유럽·북미 1위 탈환…수익은 '비상'

•   ZDNet Korea: 5G 가입자 2천만 시대 열었다

[Opinions]

•   Project Syndicate(Howard Davies): The Sustainability Standards Battle

•   Project Syndicate(Kemal Derviş): Europe's Two Peace Missions

•   Project Syndicate(Andrew Sheng, Xiao Geng): Building a One-Earth Balance Sheet

•   Project Syndicate(Otmar Issing): The High Stakes of Rising Inflation

•   FT(Editorial Board): Markets and Omicron: more questions than answers

•   FT(Martin Wolf): Lessons in ‘levelling up’ from the Basque country

•   FT(Janan Ganesh): Joe Biden’s democracy summit risks flattering the enemy

•   FT(Robert Armstrong): Could the US follow Austria on Covid?

•   FT(Tal Reback): Why US companies need to stop using Libor right now

•   FT(Michael Stott): Three shocks unsettle business confidence across Latin America

•   WSJ(Editorial Board): The Omicron Non-Emergency

•   WSJ(Editorial Board): Biden Joins the Lumber Trade Wars

•   WSJ(Editorial Board): The Erdogan Lira Crisis

•   WSJ(Walter Russell Mead): Global Free Trade Is in Crisis

•   WSJ(DJ Nordquist, Dan Katz): Where Did That IMF Covid Money Go?

•   NYT(Paul Krugman): What Europe Can Teach Us About Jobs

•   NYT(Paul Krugman): Does Europe's Lower Inflation Hold Lessons for America?

•   WP(Catherine Rampell): Florida, Iowa, Kansas, Tennessee pay people not to get vaccinated

•   WP(Kathleen Parker): I hope we are overreacting to the omicron variant

•   WP(Micheline Maynard): Economists may be upbeat, but consumers don’t live by data points

•   Bloomberg(Brian Chappatta): Markets Race to Process Latest ‘Powell Pivot’

•   Bloomberg(John Authers): Follow the Money, Not Omicron, to See Where Surging Demand Will Lead Inflation

•   Bloomberg(Shuli Ren): Could Taiwan Be the Next Crisis That Delays Your Retirement?

•   Bloomberg(Chris Bryant): Climate Finance: Are Hedge Fund Carbon Bets in Europe Naughty or Nice?

•   Bloomberg(Jonathan Bernstein): How Democrats Learned to Expect the Worst

•   Bloomberg(Andreas Kluth): Omicron Has a Lot of Unknowns and Waiting for Answers Leads to Anxiety

•   CNN(Joseph Stiglitz, Lori Wallach): The pandemic will continue to rage as long as the WTO keeps bickering over vaccine rules

•   MarketWatch(Peter Morici): Republicans should force Biden to spend less in coming debt-ceiling showdown

•   매경(송민근): 탄소중립, 과속스캔들 오명 벗으려면

•   동아(송철호): 부유식 해상풍력으로 살 길 찾다