Business Intelligence Monitor 220113

(Introduction)

[Markets]

•   Global: Stocks up, dollar down; U.S. inflation data surges as forecast

※   U.S. consumer inflation hit 7% in Dec, a 40-year high

※   Global stocks up as inflation data within expectations

※   Oil hits 2-month high, dollar slips, bond sell-off pauses

※   Cooling price rises in China fan bets on easing policy

•   Metals: Nickel and copper march to fresh peaks on supply concerns

•   Iron ore: Iron Ore Climbs to 3-Month High as Deluge Halts Brazilian Mines

•   Grains: Wheat futures fall on bigger-than-expected U.S. plantings, stocks

•   한국: 코스피, 외인·기관 매수에 1.54%↑…기관은 10일만에 '사자'

[Indicators]

•   US Dec. CPI: U.S. Inflation Hit 7% in December, Fastest Pace Since 1982

※   Consumer price rise exceeded 6% year over year for third straight month

※   WSJ: Where Inflation Rose in 2021 in Seven Charts

※   WSJ: Why 7% Inflation Today Is Far Different Than in 1982

※   WSJ: Watching for a Wage-Price Spiral

※   WSJ: Is Inflation a Microeconomic Problem? That’s What Biden’s Competition Push Is Betting

※   WSJ: Economists React: Inflation Expected to Cool This Year

※   NYT: Supply chain snags continued to drive up prices in December.

•   US Dec. Fiscal account: Federal Budget Deficit Narrowed in December

•   US Weekly Mortgage applications: Fear of even higher mortgage rates may be heating up winter homebuying

•   US Weekly Oil Inventories(EIA): U.S. crude stockpiles fall to 2018 lows, gasoline inventories surge - EIA

•   Eurozone Nov. Industrial production: Eurozone Industrial Production Rose in November, But Supply-Chain Strains Continue

•   Germany Dec. PPI: Germany's Wholesale Prices Post Biggest Increase in Almost 50 Years

•   China Nov. New bank loans: China Nov new bank loans rise less than expected as stance tilts towards easing

•   China Dec. CPI·PPI: China Inflation Fuels Rate-Cut Calls as World Starts to Tighten

※   China CPI, PPI data came in lower than expected in December

•   Japan Nov. Current account: Japan Nov. current account surplus shrinks 48%, down for 4th month

•   Japan Dec. Business sentiment: Japan 'economy watcher' sentiment rose to 16-year high in December

•   India 2021 Oil demand: India’s Oil Demand Rebounds in 2021 After Disastrous Outbreak

•   India Nov. Industrial production: IIP growth remains muted at 1.4 pc, consumer inflation jumps to 5.59 pc

•   India Dec. CPI: India retail inflation rises to 5.59% in December, hits 5-month high

•   Russia Jan. CPI: Russian Inflation Accelerates in January Despite Rate Hikes

•   한국 2021년 ICT 수출: 지난해 ICT 수출, 2276억달러…역대 최대

•   한국 11월 통화 및 유동성: 금리 올려도 여전한 과잉 유동성···지난해 11월 통화량 40조 급증

•   한국 12월 및 연간 고용: 작년 취업자 37만명 늘었지만 숙박음식·직원둔 사장님은 감소

•   한국 12월 수출입물가: 작년 수출물가 14.3% 뛰었다…8년 만에 최고

[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: Fed Beige Book: Economy Grew at Modest Pace to Close 2021

※   Supply-chain constraints and labor shortages continue to hamper growth, report says, while some companies reported an easing of price increases

※   Fed: Beige Book - January 12, 2022

•   WSJ: Fed's Bullard: Four Interest Rate Rises in 2022 Now Appear Likely

•   WSJ: Fed’s Mester Says Economy on Track for a March Rate Rise

•   WSJ: Will Record Omicron Cases Cause a Surge in the Severely Ill? Scientists Look for Signs

•   WSJ: Why Biden, Democrats Push Voting Bills Against Odds

•   WSJ: Biden’s Infrastructure Czar Says Fixing New Orleans Prepared Him for Job Ahead

•   WSJ: Omicron Puts China’s Zero-Covid Strategy to Its Toughest Test

•   WSJ: Russia, NATO Fail to Resolve Differences in Ukraine Talks

※   First discussions between alliance and Moscow since 2019 were held amid pessimism about a quick resolution

•   WSJ: As Omicron Cases Rise in India, Hundreds of Thousands to Attend Hindu Festival

•   WSJ: Germany Fights Soaring Home Prices With Curbs on Mortgage Lending

•   WSJ: Biden Administration Backs Russian Sanctions Bill Contingent on Ukraine Invasion

•   WSJ: Stock Market Normality Returns, and It Hurts

•   WSJ: Apple’s Metaverse Prospects Produce Real Optimism for Investors

•   NYT: Lael Brainard will call inflation ‘too high’ at nomination hearing for Fed vice chair.

※   Ms. Brainard, a Federal Reserve governor whom President Biden nominated for vice chair, will say the central bank is focused on getting price gains back down.

•   NYT: Housing costs swell, hampering home buyers and pushing up rents.

•   NYT: More countries shift to self-administered antigen tests in a race to stop Omicron.

•   NYT: Omicron Deepens Uncertainty Surrounding Beijing Olympics

•   WP: As pandemic rages on, the global economy is its latest victim

•   WP: Hillary Clinton 2024? Biden-Cheney 2024? No. Here are the real sleeper Democratic tickets.

•   WP: Mexico has refused to close its borders during the covid-19 pandemic. Does that make sense?

•   FT: BioNTech and AI start-up develop tool to predict high-risk coronavirus variants

•   FT: IEA chief accuses Russia of worsening Europe’s gas crisis

•   FT: EU green investment labels pose problems for German coalition

•   FT: Brussels riven by splits over proposed EU budget rule reform

•   FT: Johnson seeks to buy time with mea culpa over Number 10 party

•   FT: UK natural population set to start to decline by 2025

•   FT: Johnson faces calls to resign after he admits attending ‘bring your own booze’ event

•   FT: UK trade minister insists ‘everything on table’ in India talks

•   FT: Record Omicron wave punches a hole in US workforces

•   FT: Kazakh leader vows to tackle inequality behind protests

•   FT: Chinese port workers jailed in Dalian for Covid breaches

•   FT: Bolsonaro crafts new social media strategy ahead of Brazil election

•   FT: Abu Dhabi wealth fund bucks the trend to bet on Turkey

•   FT: US companies tipped for strong earnings season despite growing threats

•   FT: Surging real yields blow hole in ‘everything rally’

•   FT: Battery costs rise as lithium demand outstrips supply

•   FT: Maersk accelerates net zero push in journey to cleaner shipping

•   Bloomberg: Omicron Is Dominant U.S. Variant, Hospitals Face Dark Days as Covid Cases Soar

•   Bloomberg: IMF Chief Warns of Turbulence as Nations Withdraw Stimulus

•   Bloomberg: Progressives Bow to Reality of Diminished Hopes for Agenda

•   Bloomberg: U.S. Trade Chief Says Biden Cares Deeply About Good Friday Pact

•   Bloomberg: Biden Working With Lawmakers on Nominees to Federal Reserve

•   Bloomberg: The Energy Price Surge Is Squeezing Europe’s Economy

•   Bloomberg: Key EU Lawmaker Seeks Changes to Carbon Market Extension

•   Bloomberg: France Records More Than 360,000 New Covid Cases for Second Day

•   Bloomberg: Denmark Surpasses 1 Million Virus Cases as Omicron Variant Rages

•   Bloomberg: Scholz Calls Out Unvaccinated Germans for Putting Others at Risk

•   Bloomberg: U.S. Says Any Russia Sanctions Wouldn’t Crimp Europe Energy

•   Bloomberg: Europe Faces $1 Trillion Energy Bill in 2022, Citigroup Says

•   Bloomberg: What the Energy Crunch Means for Euro-Area Growth: Chart

•   Bloomberg: Omicron to Have Only ‘Modest Impact’ on U.K. GDP, Deutsche Says

•   Bloomberg: China’s Omicron Outbreak Is Even Worse News for Global Supply Chains

•   Bloomberg: The ‘Mother of All’ Supply Shocks Lurks in China’s Covid Crackdowns

•   Bloomberg: Chinese City’s Time Off for Omicron Tests Shows Economic Risks

•   Bloomberg: Supply-Chain Snags, Quarantines Hurting Global Air-Cargo Growth

•   Bloomberg: How Xi Is Ensuring China's 2022 Party Congress Will Be a Landmark

•   Bloomberg: Olympic Uniforms May Use Products of Forced Labor, U.S. Warns

•   Bloomberg: China’s True Unemployment Pain Masked by Official Data

•   Bloomberg: Covid in Japan: Tokyo Daily Cases Surge Fivefold Within a Week

•   Bloomberg: Bank of Japan Expected to Stand Pat, Adjusting View of Inflation Risk

•   Bloomberg: India’s Army Chief Says Threat of Chinese Aggression Continues

•   Bloomberg: Lula Leads Election Poll as Brazil Frets About Jobs, Virus

•   Bloomberg: U.S. Inflation Data Spike Finally Spurs an FX Trader Awakening

•   Bloomberg: Morgan Stanley, BNP Brace for the Return of Currency Swings

•   Bloomberg: Oil Demand in Asia Faces Fresh Challenge as Omicron Cuts Traffic

•   Bloomberg: Metals Traders Are Bracing for the Next Big Supply Squeeze

•   Bloomberg: U.S. Gasoline Markets Point to Bad News for Biden This Summer

•   Bloomberg: Gas Prices to Stay High for Next Two Years, Centrica CEO Says

•   Bloomberg: Supply Squeeze Risks Are Pushing Lithium Higher and Higher

•   Bloomberg: Microsoft Hires Key Apple Engineer to Work on Custom Chips

•   Bloomberg: EU Faces Investor Backlash as Gas Headed for Green Rulebook

•   Bloomberg: Corporate Greenhouse Gas Data Doesn’t Always Add Up: Green Insight

•   Bloomberg: U.K. Sued for Inadequate and ‘Imaginary’ Climate Goals

•   Reuters: Pfizer study shows COVID-19 booster can be given along with pneumonia shot

•   Reuters: Long COVID brain fog found similar to 'chemo brain'; clip-on device shows promise in virus detection

•   Reuters: Biden to make voting-rights pitch to Senate Democrats, McConnell on defensive

•   Reuters: Biden wants U.S. agencies to mandate COVID-19 testing for unvaccinated employees by Feb 15

•   Reuters: U.S. pushes forward on clean energy with plan for record offshore wind sale

※   White House: FACT SHEET: Biden-⁠Harris Administration Races to Deploy Clean Energy that Creates Jobs and Lowers Costs

•   Reuters: Bank of England tells banks to quantify climate risks properly

•   Reuters: Germany's COVID-19 cases hit daily record of more than 80,000

•   Reuters: French Health Minister: too early to say if current COVID-19 wave has peaked

•   Reuters: U.S. imposes sanctions on North Koreans, Russian, after missile tests

•   Reuters: Iran, US lock horns over sanctions relief, nuclear curbs in Vienna talks

•   Reuters: Erdogan vows to tame Turkish inflation as scepticism grows

•   Reuters: COVID-19 cases jump in Kyrgyzstan, Kazakhstan as Omicron spreads

•   Reuters: As costs soar, some Japanese companies do the unthinkable: raise prices

•   Reuters: Analysis: A people's Fed? It's starting to at least look that way

•   Reuters: Analysis: As Fed rate hikes loom, China may opt for modest easing to cushion slowdown

•   Reuters: Analysis: Rise in real bond yields may slow but not stop stock market bulls

•   CNBC: WHO says omicron cases are ‘off the charts’ as global infections set new records

※   The World Health Organization reported record numbers of cases of Covid-19 globally for a single week amid the omicron surge.

•   CNBC: Dr. Fauci: ‘Universal coronavirus vaccines’ could help the world tackle Covid — and the next pandemic

•   CNBC: Omicron cases are less severe, hospital stays shorter than delta at large California health system

•   CNBC: Messy job reports and unreliable labor forecasts take a toll on Biden’s first year

•   CNBC: Tesla co-founder says EV sales are about to take off, but questions whether production can keep up

•   CNBC: UBS says the Fed is likely behind the curve in shrinking its balance sheet

•   MarketWatch: Scientists start to predict that omicron will peak in U.S. in coming weeks, but hospitalizations remain at record levels

•   MarketWatch: Omicron is whacking local governments already stretched too thin

•   Fox News: Bill Gates says COVID-19 vaccines are 'missing two key things'

•   Hill: Quinnipiac poll shows Biden with 33 percent approval rating

※   The poll showed Biden's approval rating had dipped slightly from November, when his approval rating was at 36 percent.

•   SCMP: Chinese city traces Omicron outbreak back to New Year holiday

•   SCMP: China meets Gulf oil bloc with sights set on free-trade agreement and energy security

•   SCMP: World’s largest iPhone factory maintains production schedule amid latest Covid-19 outbreak in central China

•   SCMP: Asean postpones foreign ministers’ meeting amid divide over Myanmar’s military rulers

•   Caixin: Foldable Phones Could Kickstart China's Sluggish Smartphone Market, Analysts Say

•   Nikkei Asia: Nippon Steel appeals South Korean court order over asset sale

•   Nikkei Asia: Japan's next-gen electricity cable promises zero transmission loss

•   Nikkei Asia: Huawei bets big on chip packaging to counter U.S. clampdown

•   Nikkei Asia: Analysis: China's ex-Washington envoy resurfaces with an important message

•   Economic Times: Market’s sensitivity to change in eco growth outlook remains high: Nomura

•   Economic Times: Industry upbeat about rural economy sentiment: CII

•   Economic Times: Fast growing credit demand in Q3 indicates revival of pvt capex cycle

•   Economic Times: UBS slashes FY22 GDP forecast by 40 bps to 9.1 pc; ups projection for FY23 to 8.2 per cent

•   Economic Times: General govt fiscal deficit estimated at 10.4 pc in FY2022: Report

•   Robotics & Automation News: Industrial robotics market set to grow more than 10 percent a year, says report

•   매경(P1): 국민연금, 대표소송 전초전…"담합 소명하라" 서한

•   매경: 걸면 걸리는 그물 던지나…국민연금 서한발송에 기업들 초긴장

•   매경: 기업은 벌벌 떠는데…국민연금 "기업소송 쉽게 할 수 없는 일"

•   매경(P1): [단독] 배터리 떼어낸 LG화학 "2차전지 소재에서만 5년내 최소 7조 매출"

•   매경: 美노바백스 백신, 내달부터 국내서도 접종 가능

•   매경: 李 "중대재해법 실제적용 쉽지 않아…기업들 걱정 말라"

•   매경: 중대재해법 보름 남았는데…건설업계 '처벌 더 세질라' 전전긍긍

•   매경: "생선손질보다 백배 낫다" 해상풍력 보상금에…어촌마다 유치전쟁

•   매경: 美 신규투자 13곳 중 K배터리가 11곳 선점

•   매경: [단독] LG엔솔, 전지공정 다각화 "모든 고객의 요구 맞춘다"

•   매경: 안전운임 불똥…시멘트업계 1천억 더 부담

•   매경: "바이든 정부, 노동·환경·인권 최우선"

•   한경(P1): "공사기간 앞당겨라" 이 한마디가…HDC현산 참사 불렀다

•   한경(P1): "코로나 3월이면 끝 보인다"…희망 전망 내놓은 전문가들

※   더불어민주당 선거대책위원회의 코로나19 상황실장 신현영 의원은 12일 기자들과 만나 “현행 거리두기가 2주 더 연장될 가능성이 높다”

•   한경(P1): [마켓인사이트] LG엔솔 1주라도 더…기관들 10,000,000,000,000,000원 베팅

•   한경: 해외유입 381명 '최다'…국내도 '오미크론 공포'

※   CES 관련 확진 70명 발생

•   한경: "일본, 곧 한국에 자리 뺏긴다…선진국 탈락 목전" 경고

•   한경: 해외 작업장 사고는 수사 않지만 韓직원 끼어 있으면 강행할 수도

•   한경: 갤럭시 S22 내달 출격…"가격 동결"

•   한경: '삼성전자' 팔았던 국민연금…해 바뀌자 사들인 종목은

•   한경: 수도권 외곽부터…아파트값 하락 본격화 '예고'

•   서경(P1): "차기정부 1순위 과제는 상속세·중대재해법 개선"

•   서경(P1): 국민연금 'ESG 범위' 확대···무분별한 주주권 행사 우려

•   서경: '이현령비현령' ESG 평가 기준에···"수탁위, 기업 저승사자 될 판"

•   서경: '수탁자 책임 활동 지침' 놓고···복지부·국민연금 공 떠넘기기

•   서경: 제2 요소수 사태 막는다지만···美中 사이 '샌드위치' 우려도

•   서경: 김동연 "文 눈과 귀 가렸던 참모들 지금은 왜 아무 말 없는가"

•   서경: ['기업쪼개기' 94곳 주가 흐름 보니] 발표 후 한달 '물적분할' 0.8% 오를때...'인적분할' 13% 뛰었다

•   서경: [블룸버그가 뽑은 올 유망 글로벌 ‘톱50’] 韓선 SK이노 유일...알파벳·텐센트도 '찜'

•   조선(P1): [단독] 탈원전 감사국장, 탈원전 비판 한수원 간부월성 원전 감사 유병호 국장, 연구직으로 좌천

•   조선: 오미크론 버틸 무기 2개 장착했다, 노바백스·팍스로비드 5문 5답

•   조선비즈: 반도체 초미세공정 경쟁 재점화… TSMC, 삼성 추격에 2나노 전환 속도

•   조선비즈: CES 참석자 무더기 코로나 확진에 ‘화들짝’… 삼성·이통사, MWC 참석 고심

•   조선비즈: 삼성전자, 뇌 신경망 닮은 AI 프로세서 개발… “TV 화질 비약적으로 높인다”

•   중앙: [View & Review] 중국 반도체 굴기 끝났다고? “2년 내 K-반도체 턱밑 추격”

•   중앙: “미·중 패권경쟁 심화…한국, 공급망 다변화해 중국 의존도 줄여야”

•   동아(P1): 北 ‘마하10’ 쏘면… 靑까지 1분, 사드기지 2분, 南전역 3분대 타격

•   한국: 애플에 소니까지 뛰어드는데...삼성·LG가 전기차 안 만드는 이유는

•   국민(P1): 코로나 ‘먹는 치료제’ 내일부터 실전 투입

•   국민: 세계 곳곳 물류 병목현상… 치솟는 해상운임, 대책이 없다

•   서울(P1): 靑 “文대통령, 베이징올림픽 참석 검토 안 해”

•   한겨레: “초과세수, 7조 더 늘어날 것” 전망 나오자…기재부, 관련 자료 삭제

•   경향: 1년 새 두 배로 뛴 석탄값…인니 광물 수출 금지로 더 오른다

•   머니투데이(P1): [단독]"계열사 악재 그만"…칼 빼든 김범수, 카카오 컨트롤타워 만든다

•   더벨: 파운드리 산 SK하이닉스, 매그나칩 몸통도 삼키나

•   헤럴드경제(P1): 새해부터 3악재…노동이사제·대표소송·글로벌 공급망…숨막히는 재계

•   헤럴드경제(P1): “공시지가 현실화율 절반으로 낮춰달라”

•   헤럴드경제: 전년비 48%↑…4조1730억...작년 전환사채 행사금액↑

•   헤럴드경제: 한-인도 CEPA 개선협상 다음달 재개

•   파이낸셜뉴스(P1): [김경민의 적시타]LCD값 대폭락…국내기업 사실상 사업 철수

•   파이낸셜뉴스(P1): 최정우 매직 통했다... 포스코, 재계 4위로 [포스코 작년 최대 실적]

•   파이낸셜뉴스: 서울 아파트 거래 신저가 > 신고가

•   아시아경제(P1): 이재명-윤석열, 누가 대통령 돼도 정부조직은 '대수술'

•   아시아경제(P1): 외국인 증시에서 돈 뺐다…금융위기 후 최대

•   아시아경제: [규제공화국]현장관리 책임지는 드론…'샌드박스'로 그물 탈출

•   아시아경제: [규제공화국]신산업 진입장벽 허물고, 기존 업권과는 고통분담…해외사례 살펴보니

•   아시아경제: 반도체 호황에…日 불화수소 수입 3년 만에 다시 늘었다

•   아시아경제: 코스피, 바닥 탈출?…영업이익 추정치 급반등

•   디지털타임스(P1): [기획] 세계경제 급락 경고… 韓경제 직격 두렵다

•   디지털타임스: 국내 화학사들도 전기차 배터리 사업 확장

•   이데일리(P1): 코로나 뒤로 숨은 부실 대출 어쩌나

•   이데일리: "성장 해법 안 보인다”…돈 풀기 경쟁 전락한 대선 경제공약

•   연합: 오후 9시까지 전국서 3천485명 확진…어제보다 302명 적어

•   연합: 한경연 "연금개혁 없으면 1990년생부터 국민연금 한푼도 못받을수도"

•   연합: 미 "제재는 北 핵·미사일 막는 중요 조치…대북정책 변함없다"

•   뉴시스: [단독]공정위, 대기업 지분 변동 '수시로' 본다…사익 편취 점검 강화

•   뉴스핌: 허성무 시장 "두산중 사내 협력업체, 금융 지원 연장"

•   뉴스1: [단독]중흥그룹-대우건설 노조 인수조건 협상 파행…내부 결합 '빨간불'

•   e대한경제: 삼성·LG전자, 실적 대박에도 수익성 뒷걸음…원자재價 쇼크에 ‘공급망 관리’총력

•   더구루: [단독] K2전차·원전·조선소…文대통령 이집트 순방 선물보따리 '윤곽'

•   에너지경제: [단독] 전력구매가격 8년만 최고…'에너지전환 고지서' 날아든다

•   에너지경제: 재생에너지업계, 소형 풍력 발전 활성화에 팔 걷어…"마을태양광처럼 키우자"

•   전자신문: 반도체 다음은 전기강판·희소금속…공급 대란 우려

•   전자신문: SEMI "한국 올해 반도체 최대 투자국"

※   SEMI: Global Fab Equipment Spending Projected to Log Record High in 2022 to Mark Third Consecutive Year of Growth, SEMI Reports

•   ZDNet Korea: 스마트폰용 반도체 공급난 여전…리드타임 최장 40주

•   디지털데일리: 중국發 ‘공급망’ 위험 확산… 글로벌 IT업계, ‘탈 중국’ 전략 가속화되나

•   로봇신문: 메타버스로 확장하는 로봇 기술 선보인 'CES 2022'

[Opinions]

•   Project Syndicate(Brahma Chellaney): The Great COVID Coverup

•   Project Syndicate(Barry Eichengreen): Submerged by COVID

•   Project Syndicate(Jayati Ghosh): The Price Increases that Matter for the Poor

•   Project Syndicate(Sławomir Sierakowski): What Kazakhstan Means for Ukraine

•   FT(Editorial Board): Kazakhstan unrest opens an opportunity for Russia

•   FT(Editorial Board): US jobs recovery is sending a hawkish signal

•   FT(Robert Armstrong): Stock market bargains are coming

•   FT(Kathrin Hille): US and China are not ready to talk about nuclear arms controls

•   FT(Paul Lewis): The fight over measuring UK inflation

•   FT(Alan Beattie): Using trade policy for strategic ends will be harder than Macron thinks

•   FT(Lex): Oil and gas capex: investment in fossil fuels is far from fossilised

•   WSJ(Editorial Board): The Greening of the Federal Reserve

•   WSJ(Editorial Board): A Minimum-Wage Reality Check

•   WSJ(Thomas J. Sargent, William L. Silber): The Market Is Too Serene About Inflation

※   As in the early 1980s, new realities test the idea that interest rates reflect ‘rational expectations.’

•   WSJ(James Freeman): America Takes a Real Pay Cut

•   WSJ(Walter Russell Mead): Putin Is Running Rings Around the West

•   WSJ(Phil Gramm, Mike Solon): The Democrats’ Inflation Blame Game

•   WSJ(Jay Bhattacharya, Tom Nicholson): A Deceptive Covid Study, Unmasked

•   NYT(Thomas L. Friedman): Biden-Cheney 2024?

•   NYT(Peter Coy): How Much Should You Fret About Rising Federal Debt?

•   NYT(Bret Stephens): What Putin Really Wants From the Ukraine Crisis

•   WP(David Ignatius): As the U.S. and Russia debate Ukraine, it’s hard to see the wiggle room

•   WP(George F. Will): Why threatening Putin with sanctions over Ukraine won’t be enough

•   WP(Paul Waldman): What neither party will admit about inflation

•   WP(Paul Waldman): Why the 2024 election could be decided state by state this November

•   WP(Josh Rogin): How Biden is working to save Putin’s pipeline

•   WP(Greg Sargent): Will 2022 be all about Trump? Direct that question at Republicans, not Democrats.

•   WP(Leana S. Wen): Want to just get omicron and get it over with? Here’s why you shouldn’t.

•   WP(Philip R. Krause, Luciana Borio): Omicron is spreading lightning fast. We need to shift our strategy quickly, too.

•   Bloomberg(Bill Dudley): Don’t Freak Out About the Fed’s Big Balance Sheet

•   Bloomberg(John Authers): The Psychology of 7% Is Hiding Other Inflation Data

•   Bloomberg(Shuli Ren): Chinese Developers’ Short-Sighted Games Are Backfiring

•   Bloomberg(Liam Denning): Shale Wants to Regain Relevance to Investors in 2022

•   Bloomberg(Leonid Bershidsky): Putin’s Kazakhstan Show of Muscle Is Meant for U.S. Eyes

•   Bloomberg(Kevin Muir): The Bond Market Refuses to Accept Economic Reality

•   Bloomberg(Jessica Karl): The Web3 You've Heard of Does Not Exist

•   MarketWatch(Mark Hulbert): Owning non-U.S. stocks has been a terrible move --- and that's exactly why you should keep holding them

•   MarketWatch(Giovanni Peri, Reem Zaiour): US labor shortages tied to low immigration in past two years

•   한경(권용주): '바이오에탄올' 탄소중립의 한 축 될 수 있다

•   조선(박병기): 사용후핵연료 관리할 방안 있다