Business Intelligence Monitor 220112

(Introduction)

[Markets]

•   Global: U.S. stocks bounce, investors digest news of 2022 rate hikes

※   US shares reverse course to rise on Fed remarks

※   Fed Chair Jerome Powell said expects to raise rates this year

※   European, Asian shares rebound

※   US Treasury yields retreat from two-year highs

•   Coal: China Coal Falls to Lowest in 2022 as Indonesia Releases Cargoes

•   Metals: Nickel prices soar to highest since 2012

•   Iron ore: Iron ore price jumps on hopes of recovering steel production in China

•   Grains: Wheat up on export business; corn, soy firm ahead of USDA data

•   BDI: Baltic index slides to 9-month low as rates drop across vessel segments

•   한국: 코스피, 외인 매수에 0.02% 상승…기관은 9일째 순매도

•   한국: 정책 수혜주라더니…정책에 발목잡힌 수소株

•   한국: 카카오 '트리플 악재'에 시총 3위→9위 추락

•   한국: 한은 추가 금리인상 '속도'...통안채 금리 사상 첫 0.22%P 급등

[Indicators]

•   OECD Nov. CPI: Inflation in rich economies surges to a 25-year high

•   US Dec. Construction employment: Nonres Leads Construction Employment Gains

•   US Dec. NFIB Business optimism index: U.S. small business sentiment rises modestly in December - NFIB

•   China 2021 Car sales: Electric Vehicles Drive Growth for China Car Sales

•   Japan Nov. GDP(JCER est.): Japan car sales recovery helps November GDP up by 1.5%: JCER

•   Japan Nov. Coincident index: Japan's Nov coincident index rises for second month

•   Brazil Dec. CPI: Brazil’s Inflation Ends 2021 Above 10%, Testing Central Bank

•   한국 2021년 FDI: 韓제조업, 외국인 투자 3년 연속 감소... 규제에 매력도는 ‘뚝’

•   한국 11월 경상수지: 11월 경상수지 흑자 71.6억달러···전년보다 20억달러 줄어

•   한국 1월 1~10일 수출: 새해 수출도 호조…첫 10일간 24.4% 증가

[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: Covid-19 Hospitalizations Reported in U.S. Hit New High

※   The seven-day average topped 140,000, federal data show, surpassing last winter’s peak

•   WSJ: Covid-19 Cases Surge at Nursing Homes

•   WSJ: Omicron, Supply-Chain Troubles to Slow Growth, World Bank Says

※   Bank forecasts 4.1% growth in 2022, down from 5.5% last year

※   World Bank: Global Economic Prospects

•   WSJ: Covid-19’s Economic Fallout Seen Lingering

※   World Economic Forum: Global Risks Report 2022

•   WSJ: Powell Says Economy No Longer Needs Aggressive Stimulus

※   Fed preparing to raise rates and shrink asset holdings, central bank chairman says

※   Fed: Testimony by Chair Jerome H. Powell

•   WSJ: Fed’s Bostic: ‘I’m Totally Open’ to Prospect of March Rate Rise

•   WSJ: U.S. Strikes Deal for Additional Supply of Covid-19 Antibody Treatment

•   WSJ: China Covid-19 Lockdowns Hit Factories, Ports in Latest Knock to Supply Chains

※   This week, more than five million people living in China’s central city of Anyang entered a citywide lockdown

※   Toyota, Samsung and Volkswagen are among companies with production affected as economists warn of more challenging bottlenecks ahead

•   WSJ: U.S. Rebuilt NATO to Face Down Russia. Putin Scrambled Those Plans.

•   WSJ: Kazakhstan Says Russia to Withdraw Troops in Wake of Unrest

※   More than 2,000 troops from Russia, other former Soviet states have been in Kazakhstan to help extinguish protests

•   WSJ: As Omicron Spreads, Some Nations Offer a Second Covid-19 Booster

•   WSJ: Japan’s Foreigner Ban Over Omicron Raises Memories of Isolation History

•   WSJ: Mexican President Andrés Manuel López Obrador Contracts Covid-19 for Second Time

•   WSJ: For Europe’s Hot Carbon Market, Politics Is the Ceiling

•   WSJ: Federal Judge Rejects Facebook’s Request to Dismiss FTC’s Latest Antitrust Lawsuit

•   WSJ: Surging Covid-19 Puts an End to Projected Return-to-Office Dates

•   WSJ: Southern California Ports Struggle to Trim Cargo Backlog as Omicron Surges

•   NYT: Biden will endorse changing Senate rules to pass voting rights legislation.

•   NYT: Over Half of Europe Could Be Infected With Coronavirus Soon, W.H.O. Says

※   The agency cautioned against treating the virus like the seasonal flu, since much remains unknown, particularly regarding the severity in areas with lower vaccination rates.

•   NYT: Putin’s Next Move on Ukraine Is a Mystery. Just the Way He Likes It.

•   NYT: Economists Pin More Blame on Tech for Rising Inequality

•   NYT: Is Norway the Future of Cars?

•   WP: Moderna vaccines the best — and Sinovac least effective — at stopping covid deaths, Singapore data suggests

•   WP: Here’s another thing the pandemic has screwed up: Economic forecasts

•   WP: U.N. rebukes Kazakhstan after troops spotted wearing blue peacekeeping helmets while policing protests

•   WP: India’s capital hunkers down as coronavirus cases surge and hospitals face staffing shortages

•   WP: Beijing and Moscow are losing the vaccine diplomacy battle

•   FT: French Covid Infections Hit Record as Daily Cases Top 368,000

※   France registered a new record number of daily Covid-19 infections, as the omicron variant continued its fast-paced spread across the country.

•   FT: New Bundesbank president faces tough choices ahead

•   FT: Brexit deadlock: Will the UK and EU agree a deal on Northern Ireland?

•   FT: Johnson faces barrage of criticism over Downing Street lockdown garden party

•   FT: Covid-19 hospital admissions begin to fall in England

•   FT: How Elizabeth Warren became a thorn in Jay Powell’s side

•   FT: Argentina heads towards latest IMF deadline with little sign of progress

•   FT: Kazakhstan unrest: ‘bandits’, foreign ‘terrorists’ or messy power struggle?

•   FT: China applies brakes to Africa lending

•   FT: Japan’s yen at risk of further fall against US dollar in 2022, say analysts

•   FT: ESG ETF growth accelerates in Asia

•   FT: Inside Wall Street’s tumultuous relationship with shale

•   FT: US oil production set to eclipse previous record despite climate push

•   FT: North Sea oil and gas producers try to head off windfall tax

•   FT: Companies raise $100bn on global debt market in brisk start to 2022

•   FT: VW sells 10,000 fewer electric cars in China as chip crisis hits deliveries

•   FT: Activists target public relations groups for greenwashing fossil fuels

•   Bloomberg: Housing Analysts Already See Blistering Start to the Market in 2022

•   Bloomberg: How U.S. Infrastructure Plans Shrank in Ambition

•   Bloomberg: Brown Sees Easy Powell Confirmation With ‘Small Handful’ of Noes

•   Bloomberg: The Clashing Forces That Will Drive U.S. Inflation in 2022

•   Bloomberg: Biden’s Covid Response Comes Under Fire in Senate Hearing

•   Bloomberg: French Economic Recovery Remains on Track Despite Omicron Surge

•   Bloomberg: Germany’s Aging Population Means 5 Million Fewer Workers: Chart

•   Bloomberg: Spain Calls for Debate to Consider Covid as Endemic, Like Flu

•   Bloomberg: EU to Stage Large-Scale Cyberattack Exercise on Supply Chains

•   Bloomberg: Draghi’s Power Ebbs, Signaling Tougher Times for Italy

•   Bloomberg: Hungary to Vote in April on Extending Orban’s Rule, EU Fight

•   Bloomberg: China Vows More Steps to Stabilize Trade as Economic Risks Grow

•   Bloomberg: China Seen Keeping Special Bond Quota Unchanged from Last Year

•   Bloomberg: Calls for China to Cut Rates Grow Louder as Economic Risks Grow

•   Bloomberg: China Property Firms Face Raft of Key Payments This Week

•   Bloomberg: Shimao Plans to Repay Yuan Bond Due Saturday After Cash Inflow

•   Bloomberg: World’s Worst-Performing Bank Lent Billions to China Evergrande

•   Bloomberg: China Blocks Some Flights From the U.S. as Covid Precautions Rise

•   Bloomberg: Goldman Lowers China 2022 Growth Forecast to 4.3% on Omicron

•   Bloomberg: China Says Omicron Outbreak Isn’t Affecting Olympic Plans Yet

•   Bloomberg: China Plans Millions of Low-Cost Rental Homes in Equality Push

•   Bloomberg: Brazil’s Extreme Weather Is Flooding Mines, Drying Up Crops

•   Bloomberg: Brazil’s Central Bank Says It Will Miss Inflation Target in 2022

•   Bloomberg: Japan’s Household Inflation Expectations Jump to Most Since 2008

•   Bloomberg: India Said to Consider Easing Curbs on Some Chinese Investment

•   Bloomberg: Mexico’s Economy Faces Gloomy 2022 as Growth Decouples From the U.S.

•   Bloomberg: Record 46% of All Covid Tests in Philippines Come Back Positive

•   Bloomberg: Wary Global Bond Markets Brace for the Supply Floodgates to Open

•   Bloomberg: Fed Will Pivot Toward Balance Sheet to Protect the Yield Curve

•   Bloomberg: Four Fed Rate Hikes Are Priced In, and Jamie Dimon Wants More

•   Bloomberg: JPMorgan’s Bob Michele Says Hide in Cash With Treasury Yields Going Higher

•   Bloomberg: OPEC+ Supply Hikes Enough to Prevent Market Overheat, Oman Says

•   Bloomberg: Huawei Ranks No. 5 in U.S. Patents in Sign of Chinese Growth

•   Bloomberg: Trucking Trade Group Warns of Continued Shortages, Bottlenecks

•   Bloomberg: Covid E-Commerce Boom Sees U.S. Retailers Hunt for Warehouses

•   Bloomberg: Biden Clean Power Push Hits New York With Offshore Wind Sale

•   Bloomberg: Germany Faces 'Gigantic' Task Meeting Energy, Climate Goals

•   Bloomberg: Germany to Triple Speed of Emissions Cuts After Missed Targets

•   Bloomberg: Germany’s Nuclear Power Plants Closure Doesn’t Doom the Energy Transition

•   Reuters: WHO body says COVID-19 vaccines may need to be updated for Omicron

•   Reuters: Merck expects COVID-19 pill molnupiravir to be effective against Omicron

•   Reuters: U.S. FDA amends J&J vaccine fact sheet to include rare bleeding risk

•   Reuters: Fed's Mester would back March rate hike to fight inflation

•   Reuters: Russia holds tank drills near Ukraine, sounds downbeat on talks

•   Reuters: France says still far from reviving 2015 Iran nuclear deal

•   Reuters: Explainer: What is at stake for the U.S. biofuel blending law in 2022 and beyond

•   Reuters: Analysis: After U.S. bank stock surge, options traders brace for earnings-fueled volatility

•   Reuters: Analysis: N.Korea looks to risky pre-fuelled missiles to reduce launch time

•   AP: Israeli PM: Omicron unstoppable but no need for 'hysteria'

•   CNN: 5 reasons you should not deliberately catch Omicron to 'get it over with'

•   CNBC: China is pushing for broader use of its digital currency, but challenges remain

•   CNBC: The divide between ‘new’ and ‘old’ energy stocks is growing — Here’s why

•   SCMP: China’s industrial automation efforts give hope to struggling industries, but underlying problems persist

•   SCMP: China’s infrastructure push to fast-track 102 major projects as Omicron and economic risks loom large in 2022

•   SCMP: China’s population crisis can be solved only by printing trillions of yuan to boost birth rate, prominent economist claims

•   SCMP: China has built an artificial moon that simulates low-gravity conditions on Earth

•   Nikkei Asia: Japan's Nidec rides China EV boom by expanding machine tool output

•   Nikkei Asia: Japan chip subsidy requires 10-year pledge from TSMC, others

•   Nikkei Asia: Too big to fail: China eyes Afghanistan investment amid fears of state collapse

•   Mainichi: COVID vaccination requests at work pose worry in Japan's booster push

•   Economic Times: Centre says retail edible oil prices show declining trend from October 2021 after intervention

•   Economic Times: Economic activity contracted sharply last week

•   Economic Times: Indian economy to see 9.5 pc growth this fiscal: Former CEA Arvind Virmani

•   Power Engineering: Coal to represent 85% of electric generating capacity retirements in 2022

•   OilPrice.com: Kazakhstan’s Oil Output To Return To Pre-Unrest Level Within Days

•   DIGITIMES: OLED DDI demand to boom for handset, automotive applications in 2022

•   DIGITIMES: Automakers adopting lightweight materials

•   DIGITIMES: Taiwan fabless chipmakers see limited impact from power outage at Hua Hong fabs

•   DIGITIMES: China chipmakers reportedly build additional output for power semiconductors

•   Robotics Tomorrow: End to End Automation Will Be Essential to Meet Changing Demands

•   매경(P1): [단독] "韓 중진국함정 탈출 주역은 대기업"

•   매경: [단독] "한국, 오너경영으로 과감한 기술투자…고속성장 이끌었다"

•   매경: 선진한국 최대 걸림돌 '사회적 자본'…"에스토니아 규제 혁명에서 배워라"

•   매경(P1): "화물차 과적 줄지 않았는데"…안전운임 폭등에 수출기업 비명

•   매경: "부르는 게 값, 왕복 48만원→108만원 됐다"…수출업체들 절규

•   매경: [단독] 화물 과적·과속 감소 효과 없는데…'3년 연장' 밀어붙이는 정부

•   매경: 중대재해·건설안전 겹규제에 산업계 '악소리'

•   매경(P1): 공식 대선기간 직전…추경 강행한다는 與

•   매경: "선거철에 감언이설 하더니"…차등의결권 좌절에 스타트업 가슴 친다

•   매경: 개미투자자 표심 잡으려…벤처업계 뒤통수친 민주당

•   매경: 작년 국내복귀기업 26곳 역대 최대

•   매경: "오늘부터 과장 차장 부장 다 없다" 선언, 전부 매니저로 합친 이 회사

•   매경: '현대重·대우조선 합병'…EU, 이번주 불허 유력

※   FT: EU to block $2bn shipbuilding merger between Daewoo and Hyundai

•   매경: [단독] LG·두산 협업…투명 OLED, 전기굴착기에 탑재

•   매경: "퇴근후 7시 예약 되나요"…식당인줄 알았더니, 전기차 예약제 유럽서 첫 등장

•   매경: SK하이닉스 17만원, 삼성전자 10만7천원…목표주가 끌어올린 골드만

•   매경: 1주택 양도세 완화했지만 거래 60% 줄어

•   매경: 현대ENG '미래형 원자로' 사업

•   한경(P1): 이재명 "5대 경제대국 도약"…윤석열 "저성장·저출산 극복"

•   한경: 이재명 "디지털 전환에 135조 투자…일자리 200만개 만들겠다"

•   한경: 기재부 해체 겨냥…"기획·예산 기능 개편할 것"

•   한경: 이재명 "국가역할 확대" vs 윤석열 "민간 중심"…확연히 다른 경제관

•   한경(P1): 몰래 수천억 팔아치우다니…"또 당했다" 개미들 '패닉'

•   한경(P1): 주담대 금리 연초부터 급등

•   한경: 주담대 금리 年6%, 신용대출 5% 눈앞…'영끌' 대출자들 한숨

•   한경: 한정애 장관 "내년부터 무공해차 보급 부진 기업엔 벌금"

•   한경: 원자재 시장 '인도네시아 쇼크'…보크사이트·구리도 수출 금지

•   서경(P1): [단독] 국민연금 주주대표訴, 현대차·대우건설 등 30곳 겨눴다

•   서경: 5대 그룹 모두 포함 '전방위 사정권'···재계 "연금사회주의 우려"

•   서경: [시그널] 소송 맡은 수탁위 '책임질 능력' 의문

•   서경: 임원도 10년전 결정 책임질 판···"기업가정신 훼손"

•   서경(P1): 경제 살린다면서···노동이사제 본회의 통과시킨 여야

•   서경: 131개 공공기관 이어 '민간 도입'도 시간문제···"강성노조에 경영 멈출 것"

•   서경(P1): 원전 뺀 'K택소노미' SMR은 추가 검토

•   서경: 한정애 환경부 장관 “SMR, 고준위폐기물 적어···원전은 사회적 합의 필요”

•   서경: 믿을 수 없는 기재부···3연속 ‘빗나간 추계’

•   조선(P1): 北 ‘마하 10′ 미사일, 1분이면 서울 하늘 뚫린다

•   조선: 北미사일 사거리 700㎞ 넘어… 전문가들 “駐日 미군기지도 상당수 위험”

•   조선(P1): [NOW] 美 CES發 코로나… 삼성·현대차·SK 40여명 집단감염

•   조선: “한국이 쿼드 동참하면 美 환영”

•   조선: 탈원전이 빚은 ‘전기료 쇼크’… 中企 “올 영업익 3분의 1 사라질 판”

•   조선: 맑은 날과 흐린 날의 태양광 발전량… ‘원전 9기’ 가동하고 안하고의 차이

•   조선: 자영업자 손실보상금, 35%는 50만원도 못 받아

•   조선: 집값 상승에 겁먹은 서울 사람들 경기도로

•   조선비즈: 노트북도 OLED가 대세… 작년 출하량 390% 껑충

•   조선비즈: CES에서 쏟아진 MOU… 韓 기업, 미래 먹거리·파트너 찾아 종횡무진

•   조선비즈: 삼성전기·LG이노텍, ‘미래 먹거리’ 첨단 반도체 기판 맞붙는다

•   조선비즈: [대선 후보 인터뷰] 김동연① “기득권 공화국 깨고 기회의 나라 만들 것”

•   조선비즈: [대선 후보 인터뷰] 김동연② “스타트업 10만 개 만들어 200만 일자리 창출”

•   조선비즈: [대선 후보 인터뷰] 김동연③ “이재명, 코스피 5000? 포퓰리즘 선동… 주식시장 혼란 불러”

•   중앙: K방역 바뀐다…PCR검사 확 줄이고, 동네 의원서 코로나 치료

•   중앙: 진짜 자율주행차가 온다…“현대차 G90에 레벨3 적용”

•   동아: “중대재해법 조항 모호해 불안… 안전 예산-조치 얼마나 어떻게”

•   동아: 로펌들, 자문 대응팀 가동 “1호 위반땐 본보기 중형 받을수도”

•   동아: 먹는 치료제, 14일부터 65세이상-기저질환자 우선 투약

•   한국: 4차 접종은 오미크론 전용 백신? 방역당국 "현재는 3차 접종 집중"

•   국민: KDI “규제샌드박스 승인만, 사후관리 뒷전”

•   한겨레: 포스트 코로나 ‘탈세계화’…기업들 비용 더 들어도 위험 대비한다

•   경향: 늘어나는 전기차 폐배터리…처리 애물단지? 차세대 먹거리!

•   경향: 친환경 바람 타고 750㎏ 이하 초소형 전기화물차 질주

•   머니투데이: '수주 또 수주' 조선업계 흑자 전환 마지막 고비 넘는다

•   머니투데이: 지주사 CVC 설립, GS 다음은 LG·SK ?…벤처투자 '쩐의 전쟁'

•   머니투데이: 코스피 왜 힘 못쓰나 했더니…"LG엔솔 때문" 말 나오는 이유

•   머니투데이: 부산 수소동맹으로 수소산업 생태계 조성 박차

•   헤럴드경제(P1): “주주대표소송, 기업·경제 악영향”

•   헤럴드경제(P1): 600g 2만원 ‘금겹살’…서민밥상 초비상

•   파이낸셜뉴스(P1): 대기수요는커녕 오히려 줄어든 가계대출 [가계대출 숨고르기]

•   파이낸셜뉴스(P1): '반쪽' 반도체특별법…인력확보 대책 빠졌다 [국회 문턱 넘은 노동이사제]

•   파이낸셜뉴스: ‘월성원전 맥스터 증설’ 협의 마무리.. 지역상생 발전지원액 1100억 도출

•   아시아경제(P1): 정책 따로, 법 따로…수소투자 기업 당혹

•   아시아경제: 기업 투자 차단 위기…수소경제 로드맵 줄줄이 지연

•   아시아경제(P1): [규제공화국]스타트업人 발목잡는 규제…타다금지법 '악몽' 남아있다

•   아시아경제: [다시 뛰자, 건설코리아]새주인 맞아 실탄 두둑…두산건설, 대규모 수주 따내며 화려한 '부활'

•   디지털타임스(P1): [기획] 끝내… 票앞에 버려진 親기업

•   디지털타임스: 더 자연스럽게, 더 투명하게… 진화된 OLED로 세상을 보다

•   디지털타임스: 줄줄이 회사채 발행… 금리 불확실성 완화에 1월 급등

※   두산은 오는 13일 수요예측을 진행

•   이데일리(P1): '국채금리의 역습'…잠 못드는 서학개미들

•   이데일리: '미래 먹거리' 찾는 삼성…반도체 설계·전장 업체 M&A 정조준

•   연합: 오후 9시까지 전국서 3천787명 확진…12일 4천명 안팎 예상

•   연합: 美 "북 미사일 발사 규탄…안보리 결의 위반 책임 물을 수도"

•   연합: 대기업, 자사주 처분 2년새 3배↑…주주가치 제고·임직원 보상

•   연합: "주요 품목 대중 수입의존도, 한미일 중 한국이 가장 높아"

•   뉴스1: 두산重, 채권단 관리체제 조기 졸업 임박…"외부재무진단 곧 착수"

•   더구루: '삼성·GS·두산 투자' 뉴스케일파워, 美SEC에 상장 증권신고서 제출

•   글로벌이코노믹: [단독] 두산모빌리티이노베이션, 미국 파이프라인 검사에 수소 드론 투입

•   에너지경제: 남부발전, 2030년까지 에너지 전환사업에 약 10조원 투자

•   에너지경제: '퍼펙트스톱'이 부른 LNG값 급등세…"올 1분기 재고가 폭등 재연 가늠할 것"

•   에너지경제: 본격 몰아친 한파에 작년 역대급 겨울철 전력 수급난 되풀이 우려

•   에너지경제: 김종갑 전 한전 사장이 던진 ‘전력산업 구조개편’ 폭탄에 발전공기업 술렁

•   에너지경제: 태양광산업도 중대재해법 시행에 타격 우려…지붕형 안전관리 비상

•   에너지경제: "태양광 작년 12월 전력 피크 때 9.4% 기여"…"신규 설비에 정보제공 장치 의무화"

•   전자신문(P1): 한국형 '메디컬 트윈' 추진…메타버스 의료 앞당긴다

•   전자신문: [스페셜리포트] 차세대 차량용 반도체 생태계 '급물살'

•   전자신문: [스페셜리포트] 삼성-현대차, 전동화 협력 강화 주목

•   전자신문: [단독]현대차·기아 노조 '공동 교섭'결의...전기차 생산 '빨간불'

•   전자신문: 부품업계, 애플카 공급망 진입 총력전

•   전자신문: 中아너, 폴더블폰 '매직V' 공개... "갤럭시Z 폴드3와 대결"

•   로봇신문: 中 지난해 11월 서비스 로봇 생산량 증가율 반등

[Opinions]

•   Project Syndicate(Dani Rodrik): Inflation Heresies

•   Project Syndicate(Joseph S. Nye, Jr.): Whatever Happened to Soft Power?

•   FT(Janan Ganesh): The post-pandemic revolution isn’t coming

•   FT(Chris Giles): Monetary policy widens the gulf between poor and rich economies

•   FT(Robert Armstrong): How to panic about inflation

•   FT(Daniel Litvin): How to tackle resource nationalism

•   FT(Edward Price): The Fed could be forced into dizzying handbrake turn

•   FT(Erica Marat): Kazakhstan pays the price for ignoring public discontent

•   FT(Claire Jones): The Fed will struggle to tighten without turmoil

•   WSJ(Editorial Board): Nord Stream 2 Sanctions in the Senate

•   WSJ(Editorial Board): Yellen’s Global-Tax Zombie Lives

•   WSJ(Walter Russell Mead): How Adversaries Size Up Biden’s Foreign Policy

•   WSJ(Douglas E. Schoen, Andrew Stein): Hillary Clinton’s 2024 Election Comeback

•   WSJ(Vivek Ramaswamy, Apoorva Ramaswamy): Slow the Spread? Speeding It May Be Safer

•   NYT(Paul Krugman): Is Government Money Creation Actually Enabling Deficit Spending?

•   NYT(Paul Krugman): The Strange Alliance of Crypto and MAGA Believers

•   WP(Catherine Rampell): This is the most important thing Biden can do to get inflation under control

•   WP(Jennifer Rubin): Inflation isn’t Biden’s fault. And he can’t solve it, either.

•   WP(Greg Sargent): A new plan to ‘Trump-proof’ the 2024 election quietly comes together

•   WP(James McAuley): Macron is right: It’s time to make life a living hell for anti-vaxxers

•   Bloomberg(Daniel Moss, Brian Chappatta): Will Biden’s Picks for the Fed Alter Its Hawkish Path?

•   Bloomberg(David Fickling): Kazakh and Chilean Energy Solutions Have a Politics Problem

•   Bloomberg(Brian Chappatta): Jerome Powell Pitches Benevolent Interest-Rate Hikes Again

•   Bloomberg(John Authers): How to Price in Rent Inflation and Russia Tensions

•   Bloomberg(Shuli Ren): Covid Zero in China Is a Fantasy. It’s Now All About ‘Dynamic Clearing.’

•   Bloomberg(Karl W. Smith): Supply-Chain Crisis? What Supply-Chain Crisis?

•   Bloomberg(Faye Flam): It’s Not Too Late to Avoid Getting Covid

•   CNN(Tom Kloza): Drivers, get ready for $4 gas