Business Intelligence Monitor 220207

(Introduction)

[Markets]

•   Global: World equities wobble as bond yields rise after positive U.S. jobs data, earnings

•   US: 10-Year Treasury Yield Surges Above 1.9%, Highest Since 2019

•   US: Amazon Breaks Record for One-Day Gain in Market Cap

•   Eurozone: German Five-Year Yield Turns Positive for First Time Since 2018

•   Metals: Copper edges up, but rate hikes, growth worries cap gains

•   Grains: Soybeans rise on South American crop shortfall; corn, wheat also up

•   한국: 코스피 3거래일 연속 상승…1.57% 올라 2,750대 마감

[Indicators]

•   US Jan. Nonfarm payrolls: U.S. Jobs Surged by 467,000 in January as Economy Weathered Omicron

※   Unemployment rate ticked up to 4%, with more people joining the workforce

※   WSJ: Strong Jobs Report Points to Likely Fed Rate Rises in March and May

※   WSJ: Omicron Was No Match for the Job Market

※   WP: Despite omicron surge, businesses desperate to find and keep workers

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for fifth week in a row -Baker Hughes

•   Eurozone Dec. Retail sales: Eurozone Retail Sales Declined in December Amid Rise in Coronavirus Infections

•   Germany Dec. Factory orders: Strong domestic demand boosts German industrial orders in December

•   UK Jan. Construction PMI: UK construction sector sees post-Omicron bounce in January

•   한국 1월 CPI: 전세계 고물가 공습…韓 10년만에 최고치

※   매경: 농산품값·공공요금·유가…3중고에 한국도 '4%대 물가' 위협

•   한국 1월 외환보유액: 월말 외환보유액 4천615억달러…3개월째 감소

•   한국 1월 자동차판매: 올해도 반도체 공급난… 1월 車판매 11%↓

•   한국 주간 아파트 가격(부동산원): '부동산불패' 강남도 하락 코앞…대선 앞두고 매매 실종

[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

[Calendars]

•   WSJ: Economy Week Ahead: Trade, Inflation, Layoffs

•   FT: A week of significant political and cultural milestones

•   Bloomberg: U.S. Inflation Is Probably About to Spike Yet Again: Eco Week

[News]

•   WSJ: House Passes $350 Billion Competitiveness Bill, but Senate Fight Looms

※   Bill is aimed at boosting U.S. technology, but also funding for climate and social issues

•   WSJ: Biden Extends Trump’s Solar Tariffs, but Allows More Solar Cells to Enter Duty-Free

※   Decision is victory for solar installers but setback for U.S. solar manufacturers who deem levies necessary for competing with China

•   WSJ: U.S. Readies New Asia-Pacific Economic Strategy to Counter China

※   Biden administration aims to work more closely with Asian nations on trade issues, but some say effort won’t substitute for previous pact the U.S. abandoned

•   WSJ: An American Labor Market Mystery

•   WSJ: Powell Designated Fed ‘Chair Pro Tempore’ While Awaiting Senate Confirmation

•   WSJ: Judges Weigh More Biden Vaccine-Mandate Cases After Supreme Court Rulings

•   WSJ: U.S.-Led Air Bridge of Weapons to Ukraine Seeks to Shore Up Kyiv’s Ability to Resist Russia

•   WSJ: White House Warns Russian Invasion of Ukraine Could Come ‘Any Day Now’

※   Thousands of civilians could be killed or wounded if Russia mounts all-out attack, U.S. intelligence assessments say

•   WSJ: More Than 100,000 Still in Dark After Winter Storm

•   WSJ: Putin, Xi Aim Russia-China Partnership Against U.S.

※   Two leaders meet in Beijing and pledge to provide new leadership, seeking to nudge America aside

•   WSJ: China’s Slowdown to Limit Global Growth but Not Undermine World Economy

•   WSJ: Islamic State Leader Qurayshi Hid Among Families Displaced by War

•   WSJ: U.S. to Waive Sanctions on Iran Civilian Nuclear Activities as Talks Heat Up

•   WSJ: Dismal Russian Record in Occupied Eastern Ukraine Serves as Warning

•   WSJ: Israel, U.A.E. Draw Closer on Security Amid Threat From Iran, Its Allies

•   WSJ: Saudi Aramco Looks to Sell $50 Billion Stake in Fresh Share Listing

•   WSJ: Record Run for Zero-Interest Convertible Bonds Hits a Wall

•   WSJ: A Big Tech Trade Is Losing Its Luster

•   WSJ: Worker Absences From Covid-19 Hold Back Companies’ Growth

•   WSJ: Ford and GM Trade Places in Race to Catch Tesla

•   WSJ: Mark Zuckerberg’s Net Worth Drops by $31 Billion After Meta’s Stock Decline

•   WSJ: Rising Battery Prices Add Uncertainty to Electric-Vehicle Costs

•   WSJ: Climate Scientists Encounter Limits of Computer Models, Bedeviling Policy

•   NYT: Biden Notes Economic Success as Employment and Wages Rise

•   NYT: U.S. Covid Death Toll Surpasses 900,000 as Omicron’s Spread Slows

•   NYT: Amid Slowdown, Immigration Is Driving U.S. Population Growth

•   NYT: Omicron’s surge helped clarify the Pfizer vaccine’s efficacy in young children, a company board member says.

•   NYT: A Climate Opportunity

•   NYT: All Options Are Not on the Table as Biden Moves Troops Closer to Ukraine

•   NYT: Russian Troops in Final Stages of Readiness Add to Worries for Ukraine

•   NYT: On Ukraine, Many Russians Have No Doubt: It’s the Fault of the U.S.

•   NYT: With a missile shot, Ukraine sends a public warning to Russia.

•   NYT: Ukraine Gave Up a Giant Nuclear Arsenal 30 Years Ago. Today There Are Regrets.

•   NYT: Five Takeaways From the U.S. Raid That Killed the Islamic State’s Leader

•   NYT: India may be emerging from its latest surge, health officials say.

•   NYT: Earnings Are Driving the Market but It’s Not Clear Where

•   WP: As GOP censures Cheney and Kinzinger, Pence says: ‘President Trump is wrong’

•   WP: Democrats’ big dilemma: Avoid Biden or embrace him?

•   WP: Inflation has Fed critics pointing to spike in money supply

•   WP: As Olympics begin, Beijing projects ‘shared future’ of undisputed Chinese power

•   WP: Six reasons Russia is at odds with Ukraine’s Zelensky

•   WP: As Russia and the West face off over Ukraine, Russia battles omicron at home

•   WP: Floundering in the polls, Brazil’s Bolsonaro woos a surprising new demographic: The poor

•   FT: EU draws up contingencies in case Ukraine crisis hits energy supplies

※   Diplomatic talks continue on both sides of Atlantic, seeking to de-escalate confrontation with Russia

•   FT: Renewed tensions with Russia inject new lease of life into Nato

•   FT: Ukraine and Russia: how relations have soured since the fall of the Soviet Union

•   FT: US and France discuss Ukraine ahead of Macron’s meeting with Putin

※   French president travels to Moscow on Monday in latest attempt to de-escalate crisis

•   FT: The nuclear power dilemma: where to put the lethal waste

•   FT: Omicron sparks European health staff shortages but spares ICUs

•   FT: Brussels quarrels over semiconductors rules

•   FT: How the ECB was spooked into changing its stance on inflation

•   FT: Covid vaccine law leaves Austria out of step with rest of Europe

•   FT: Scholz heads to Washington to shore up Germany’s credibility over Ukraine

•   FT: Dutch central bank head calls for ECB to raise interest rate in fourth quarter

•   FT: Johnson braced for further resignations of Downing Street aides

•   FT: Bank of England chief under fire for wage restraint call

•   FT: Queen’s jubilee offers a platinum opportunity to lift pandemic gloom

•   FT: Rising cost of living leaves 4.7mn Britons struggling to feed themselves

•   FT: Donald Trump still looms over American politics

•   FT: US states lavish subsidies on carmakers for edge in EV race

•   FT: Strong US jobs numbers vindicate Biden’s economic record, supporters say

•   FT: Xi brushes off furore dogging Beijing’s ‘Genocide Olympics’

•   FT: Chinese property group Shimao feels chill of sector’s liquidity crisis

•   FT: Latin American leaders target economic prizes during Beijing Winter Olympics

•   FT: UAE carries on in shadow of Houthi attacks

•   FT: North Korea: ‘Kim doesn’t just want more missiles, he wants better ones’

•   FT: Peru’s Castillo tries to right stumbling government with new shake-up

•   FT: Investors hold tight through wild markets ride

•   FT: The struggle for standards in the carbon offsets market

•   FT: Brazil’s stock market buoyed by country’s shifting political landscape

•   FT: Will the momentum in rising US consumer prices finally slow?

•   FT: Bond market signals room for Fed to raise rates without stalling economy

•   FT: Meta’s dramatic fall masks strong earnings week across Big Tech

•   FT: Toshiba three-way split in doubt as investors push for private equity talks

•   FT: UK engineer Renishaw expects chip crunch to last another 2 years

•   Bloomberg: Goodbye Easy Money as Hawkish Central Banks Speed Up Rate Hikes

•   Bloomberg: Omicron Subvariant BA.2 Is Gaining Ground. Should We Worry?

•   Bloomberg: Yellen Says ‘No Plans to Leave’ With Goals Far From Accomplished

•   Bloomberg: U.S. Labor, Supply ‘Nightmare’ Seen Extending Into Second Half

•   Bloomberg: It’s Almost Too Late for Brits to Bag a Big Pay Rise by Quitting

•   Bloomberg: Summers Says Fed Could Hike at All Seven Meetings by Year-End

•   Bloomberg: Bank of England, ECB Abandon Hesitation and Dance to Fed’s Tune

•   Bloomberg: Europe’s Era of Negative-Yielding Debt Is Coming to an End

•   Bloomberg: ECB’s Villeroy Urges Against Rushed Conclusions on Rate Hikes

•   Bloomberg: ECB’s Knot Sees Interest-Rate Hike as Early as October

•   Bloomberg: End of Negative ECB Rates in 2022 Is Bet for Traders, Economists

•   Bloomberg: Pill Says U.K. Rates Likely to Rise But BOE Won’t Be Aggressive

•   Bloomberg: Covid Risks for Vaccinated 93% Lower Than Unvaccinated, UK ONS Says

•   Bloomberg: Rush to Lock In Lower Rates Spurs U.K. Housing Debt Binge

•   Bloomberg: How Cutting China Investment Could Damage U.S. Interests

•   Bloomberg: India’s Modi Cuts Social Spending Even With Local Polls Nearing

•   Bloomberg: India Watching Global Inflationary Developments, Sitharaman Says

•   Bloomberg: India Postpones Rate Meeting as Subcontinent Mourns Loved Singer

•   Bloomberg: Myanmar Plans Its Own Digital Currency This Year to Lift Economy

•   Bloomberg: Malaysia’s New Covid Cases Exceed 7,000 Again on Omicron Wave

•   Bloomberg: Omicron Sub-Variant Accounts for Fifth of South Africa Cases

•   Bloomberg: Why Poor Nations Now Face a Pandemic Debt Crunch: QuickTake

•   Bloomberg: China Seeks to Finance Argentina Projects for $23.7 Billion

•   Bloomberg: A Surging Population Brings Risks for Next Global Climate Talks Host

•   Bloomberg: South African Power Utility Eskom Says It’s Ending Power Outages

•   Bloomberg: Flatter U.S. Yield Curve Dominates Emerging-Market Trader Minds

•   Bloomberg: Fed Tightening Will Rumble Funding Markets From T-Bills to Repo

•   Bloomberg: It’s Now Or Never When It Comes to Betting on Euro Volatility

•   Bloomberg: Rate-Hike Bets Wipe Out $1.5 Trillion of Sub-Zero Debt in a Day

•   Bloomberg: A Half-Point BOE Hike in March Now a Coin Toss for Markets

•   Bloomberg: Asian Bonds Lose Appeal as Region Seen Last to Boost Rates

•   Bloomberg: U.S. Cements LNG Export Crown as Venture Global Fires Up Plant

•   Bloomberg: Shale, Seen Adding a Million Barrels a Day, Is Back to Booming

•   Bloomberg: China May Need to Rebuild Its Oil Stockpiles, Says Vitol

•   Bloomberg: Saudi Arabia’s Aramco Raises Oil Prices as Crude Surges

•   Bloomberg: GlobalWafers Sees Chip M&A Getting Harder After Failed Bid

•   Bloomberg: How China’s Communist Officials Became Venture Capitalists

•   Bloomberg: Robotic Fleets of Yard Trucks Could Help Unlock Labor Markets

•   Bloomberg: What South Africa's $8.5 Billion Coal Deal Means for Climate Finance

•   Bloomberg: France Coal-Fired Power Plants Get Short-Term Right to Burn More

•   Reuters: U.S. considers lengthening gap between first 2 COVID shots to 8 weeks

•   Reuters: Omicron-specific booster may not be needed, U.S. monkey study finds

•   Reuters: Fed to start rate hikes with a bang? Not likely

•   Reuters: Europe's carbon price nears the 100 euro milestone

•   Reuters: Euro zone firms see wages rising by 3% or more, ECB says

•   Reuters: France's Sanofi still sees COVID-19 phase 3 trial completed in first quarter

•   Reuters: Russia, China agree 30-year gas deal via new pipeline, to settle in euros

•   Reuters: China estimates 31.7% growth in Lunar New Year passenger trips from 2020

•   Reuters: WHO chief says discussed collaboration on COVID origins with Chinese premier

•   Reuters: India's COVID deaths cross 500,000 but some analysts count millions more

•   Reuters: EXCLUSIVE North Korea grows nuclear, missiles programs, profits from cyberattacks -U.N. report

•   Reuters: Want North Korea breakthrough? China tells U.S. to show flexibility

•   Reuters: Analysis: ISIS raid gives Biden a foreign policy win as Ukraine, midterms loom

•   Reuters: Analysis: Emerging market investors dive for stocks amid Fed storm

•   Reuters: Analysis: Central bank balance of power shift raises policy error risk

•   AP: EXPLAINER: Ukraine not joining NATO so why does Putin worry?

•   AP: EXPLAINER: What happens to Europe’s energy if Russia acts?

•   AP: Analysis: As Mideast wars encroach on UAE, US gets drawn in

•   CNBC: Fresh inflation data could fuel further market volatility in the week ahead

•   CNBC: Fed influence, shaky forecasts, delayed decisions: How the Biden administration misread the inflation threat

•   CNBC: Moderna’s Covid vaccine for teens awaits OK as regulators review heart inflammation risk

•   MarketWatch: Peak everything — growth, inflation and COVID — may soon mean calmer markets ahead, economist says

•   Fox Business: No quick fix for chip shortage: Commerce Sec. Raimondo

•   SCMP: Ukraine crisis: the trouble for China in staying friends with two foes

•   SCMP: China’s belt and road plans face new EU, US competition, but ‘space for cooperation’ remains

•   SCMP: China’s zero-Covid strategy risks further economic disruption, report warns

•   SCMP: Year of the Tiger: Tesla’s lead in China’s EV market is whittled away by NIO, Xpeng, Li Auto and other home-grown brands

•   SCMP: Explainer | China population: is a demographic turning point just around the corner as births drop again?

•   Caixin: Cover Story: The Turning Point for China’s New-Energy Vehicles

•   Caixin: Tech Insider: Xiaomi’s Smartphone Chief Resigns, ABB Raises Its Stake in Chinese EV-Charging Provider to 80%

•   Nikkei Asia: Weak supply chain link: Japan reliant on Chinese phones, laptops

•   Nikkei Asia: BOJ prepares emergency operation as long-term rates creep up

•   Nikkei Asia: Honda to close 'mother factory' as it moves to all-electric future

•   Nikkei Asia: Japan's closed borders stall business plans for Bosch and Siemens

•   Nikkei Asia: Toshiba to sell Toshiba Carrier stake for $869m to U.S. partner

•   Nikkei Asia: Mitsubishi, Mitsui eye carbon capture with BP and Woodside

•   Kyodo News: U.S. finalizing exempting part of Japan's steel imports from tariffs

•   Economic Times: Why India may clock a consistently higher GDP growth rate of more than 9%

•   MINING.com: Operating coal-fired power plants more expensive than switching to renewables – research

•   Dronelife: U.S. Senators Take Another Shot at DJI: the “Countering CCP Drones Act”

•   매경(P1): '줍줍' 석달째 1천가구씩 쏟아져…분양시장마저 꽁꽁

•   매경: 무역에 재정까지 '쌍둥이 적자' 먹구름…커지는 자본유출 우려

•   매경: "지금은 현금 들고 기다릴 때"…자산 10~20% 확보해둬라

•   매경: [단독] 중국산 빠진 美 부품시장에 동남아산 밀물…한국은 뒷짐

•   매경: "선장 없는 공급망 전략, 기업 경쟁력 잃을 판"

•   매경(P1): "임장도 3D로 합니다" 부동산 기술혁명

•   매경(P1): [단독] 롯데케미칼, 미국에 배터리소재 기업 세운다

•   매경(P1): [단독] '3200만 고객' 삼성 금융사, 핀테크 전쟁 가세

•   매경: [단독]삼성 이름으로 거대 금융플랫폼…네이버 카카오도 초긴장

•   매경: "대기업 뱃지 한번 달아보자"…삼성 하이닉스 LG 채용문 열렸다

•   매경: "대선후 전기료 더 오를듯"…한전 올해 10조 적자 불가피

•   매경: "LNG 직구땐 최대 15% 절약"…발전공기업 중동·호주 원정

•   매경: 추경증액 반대했다고…'홍남기 탄핵' 압박하는 민주당

•   매경: 우크라 위기에…삼성·LG전자 불똥 튀나

•   매경: [단독] 롯데 수소 사업, 충청·울산서 전국으로 확대

•   매경: "코스피 바닥 2700이라더니"…증시전망 밥먹듯 바꾸는 증권사들

•   매경: '빚투' 신용거래 잔액 10개월 만에 최소

•   매경: 물류난에 고운임 지속전망…해운주 저점찍고 반등하나

•   매경: 금리 인상에 기업들 회사채 발행 미뤄

•   한경(P1): 홍남기 "추경확대 여야 합의해도 반대"

•   한경: '시한폭탄' 국민연금…"이대로면 90년대생 한 푼도 못 받는다"

•   한경: 스웨덴·日, 연금지급액 자동 삭감

•   한경: '4지선다' 던져놓고 연금개혁 손 뗀 文정부

•   한경: 한은, 국고채 2조 매입…"시장금리 변동성 완화"

•   한경: 노트북 중국 의존도 99%…'전자 왕국' 일본의 몰락

•   한경: "5년 전엔 상상도 못한 반도체"…그 어려운 걸 삼성이 해낸다

•   한경: 비트코인 '블록체인 암호' 양자컴퓨터로 깰 수 있다?

•   한경(P1): [단독] 엉터리 관세 행정…기업들 6년간 2조 세금 더 냈다

•   한경: 치솟는 유가…항공·해운·화학업계 '비상계획' 가동

•   한경: 타임오프 한도 '4분의 1'도 못쓰면서…"유급 노조전임자 늘려달라"는 노동계

•   한경: 반값 아파트·철도 지하화…대선 때마다 되살아나는 '좀비 공약'

•   한경: 재생에너지 비중 낮은 韓…"RE100보다 CF100 적합"

•   한경: 韓 실질임금, 日·EU보다 높다

•   한경: 철강사 "非고철·전기료 상승도 가격 반영"…조선·건설사 '비상'

•   서경(P1): [시그널] 건설사 회사채 찬바람…'중대법·현산' 유탄 맞았다

•   서경: [시그널] 중소건설사 도미노 자금난 우려…AA급도 조달금리 두배 뛰어

•   서경: 신성이엔지서도 '근로자 끼임 사고'…中企, 매일 살얼음판

•   서경: 수주목표 높인 대형업체도 노심초사…공기연장에 신규착공 줄줄이 밀릴판

•   서경: 이억원 기재 1차관 "우크라 사태, 금융시장 영향 제한적"

•   서경: 예정처 “손실보상법 있는데 또 지원금…원칙부터 세워라”

•   서경(P1): 은행에 한달새 34조 몰려…'逆머니무브' 시작됐다

•   서경: "목돈 생기면 주식 대신 대출부터 갚아요"…저무는 영끌·빚투

•   서경: 금리 올 2번 더 인상 전망…이달에 또 올릴 가능성도

•   서경: 외국인은 코스피 '컴백'…2800선 탈환 주도할 듯

•   서경(P1): “착한빚, 先투자 논리는 허구”

•   서경: "금리·물가급등 '빚의 복수' 시작됐다"…與 재정확대 주장에 정면 반박

•   서경: 3년 뒤면 초고령화 사회…차기정부 집권초에 연금개혁 승부 봐야

•   서경: '韓 판박이' 스웨덴, 초당적 합의로 新연금법 제정…저부담·고급여 문제 해결

•   서경: 2차접종·무증상에도 격리 또 격리…"20일 가까이 출근 못해"

•   서경: CES ‘대거 확진’에 덴 IT업계, MWC 참석 어쩌나

•   서경: 재택근무 50% 이상으로 확대…시차출근제 실시 접촉 최소화

•   서경: '탈원전' 인사 원자력안전재단 또?… 김제남 전 靑비서관, 이사장 유력

•   서경: [서경이 만난 사람] 한정애 장관 "SMR·SFR은 핵폐기물 적어…K택소노미에 포함 검토"

•   서경: 미뤄준 원리금만 139조인데… 대출연장·상환유예 연착륙 방안 비상

•   서경: 타이어·원자재값 폭등…완성차 실적 비상등

•   서경: D램 강세 타고…'반도체 투톱' 2분기 맑음

•   서경: 정부 경고 효과 없었다…'1억 이하' 아파트 거래 비중 되레 늘어

•   조선(P1): ‘소부장 독립선언’ 2년, 일본 의존 더 심해졌다

•   조선: 이와중에… 일본 기업들, 한국에 공장 짓고 ‘메이드 인 코리아’로 국적 세탁

•   조선: “일본산 배제하려다 중국산 의존 높아져… 공급망 다양화해야”

•   조선: “배달료 뛰는데 왜 물가 품목서 빠져있지?”…금통위원의 의문

•   조선(P1): [NOW] 월급 오르면 뭐하나… 떼이는 세금·보험료 인상률이 2배 더 높아

•   조선: “아파트값 한동안 보합·조정 이어질것” “주택공급 턱없이 부족해 결국 오른다”

•   조선비즈: [단독] 작년 12월 원전 전력거래량 사상 최대치 경신... 전력당국, 脫원전 탈출 모색하나

•   조선비즈: 中화웨이, 통신장비도 에릭슨·노키아에 밀려 3위

•   조선비즈: [기업 죄는 족쇄]④ 親노조 한국, 글로벌 일자리 경쟁에서 찬밥

•   조선비즈: “반도체 이익률을 개선하라”… 삼성·SK하이닉스, ASML 60% 수준

•   조선비즈: “1년 대기는 기본” 공급 더딘 반도체 장비에 애타는 삼성·SK하이닉스

•   조선비즈: 전세시장 찬바람 부니… 공공지원 민간임대도 미달 ‘속출’

•   중앙(P1): “곧 하루 10만명 확진” 독감처럼 관리 검토

•   중앙(P1): [해외 주식투자 ‘120조원 시대’]고수익·고위험 좇는 개미들 ‘뉴골드러시’…설 연휴 해외주식 1조원 사들였다

•   중앙: [해외 주식투자 ‘120조원 시대’]국내 증시에 ‘배신’ 당한 개미들, 롤러코스트 장세에도 나스닥으로 몰렸다

•   중앙: [해외 주식투자 ‘120조원 시대’]환율 변동에 유의, 주식 수익보다 환손실 더 클 수도…미국은 서머타임 적용, 중·일·베트남은 점심 휴장

•   중앙: [해외 주식투자 ‘120조원 시대’]미 증시는 데이터 게임…월가 불문율 ‘연준과 싸우지 마라’

•   중앙: 주택 공급, GTX 확장 ‘묻지마 재탕’…실현 가능성 떨어져

•   중앙(P1): 검사자 5명 중 1명 양성, 누적 확진 100만 넘었다

•   동아(P1): 갈비탕 값 11% 껑충… 김밥 치킨 다 올랐다

•   문화(P1): 文정부 5년간 9억 넘는 아파트 468% ↑

•   문화: 전경련 “원자력 발전, 녹색기술에 포함해야”

※   전경련: EU 녹색분류체계 규정(Taxonomy Regulation) 최종안 발표 관련 관련 코멘트

•   한국(P1): 삼성전자, 53년만에 첫 파업 가능성... '노조 리스크' 못 피한다

•   서울: 2030 영끌족, 작년 아파트 매입 비중 ‘신기록’

•   세계(P1): 유엔 “北 핵물질 제조 능력 발전… 인프라 개발·유지 보수 계속”

•   세계: [단독] 산업부·한수원, 신한울 3·4호기 비용 보전 ‘대선 눈치보기’

•   한겨레(P1): 삼성 노조가 쟁의조정 신청까지 간 이유

•   경향: 현 정부 일자리 예산, 연평균 14.9% 증가…박근혜 때 2배 넘어

•   경향: 출범 초기 2년간 ‘최저임금 인상’ 대응 집중…코로나19 이후엔 고용 유지·해고 방지 투입

•   머니투데이: 유류세 약발 없앤 고유가·고환율…'휘발유값' 이달 중 1800원 찍는다

•   머니투데이: 빚 늘고 금리 뛰는데 이자는 그대로? 뻥튀기 이자 예산 또 도마에

•   더벨: '홀로서기' 박용만 전 두산 회장, 차남과 컨설팅사 설립

•   헤럴드경제: SK vs LG ‘200조 레이스’ 진검승부

•   파이낸셜뉴스(P1): 첨단산업 '패권경쟁'…인재확보전 시작됐다 [첨단산업 인재확보 전쟁]

•   파이낸셜뉴스: 삼성 파운드리 1위 꿈꾸지만… 인력은 TSMC 3분의1 그쳐 [첨단산업 인재확보 전쟁]

•   아시아경제(P1): "김밥집 사장님도 구속된다"…중대재해법 5인미만 사업장 확대 추진

•   아시아경제: "LNG 금맥 터졌다" 조선, 반전의 시간

•   디지털타임스: "동남아 공략"… 삼성·애플, 중저가 5G폰 격돌

•   이데일리(P1): "세금 있는 곳에 표 있다"…과세원칙마저 비웃는 감세 공약

•   이데일리: `수입액 35% 늘었는데 원화론 47%`…高환율에 기업 `이중고`

•   이데일리: 올해 조선 수주량 감소 전망…韓조선, "탱커 발주 기대"

•   이데일리: RE100 가입 압박 큰데...재생에너지 부족에 삼성전자 등 '난감'

•   연합: COVID

•   뉴시스: 고발장 쏟아지는 '성남FC 의혹'…재수사로 이어질까

•   e대한경제: [단독] 현대차 GBC, 미래도시 ‘UAM’ 거점화

•   더구루: [단독] 두산, '1.2조' 코네티컷 연료전지 사업 배제…블룸에너지 선정

•   에너지경제: 새만금 수상 태양광사업 입찰, 다섯차례 실패 뒤 또 잡음…법정 공방 가나

•   전자신문(P1): '주 52시간의 역설' 특별연장근로 신청 역대 최대

•   전자신문: [대한민국 대전환 'ON'] <프롤로그> 디지털·탄소중립·에너지 전환 과제 '산적'

•   ZDNet Korea: 스마트폰 OLED 채택 속도 늦춘다...칩 가격 인상 때문

•   디지털데일리: ‘차량용 반도체 부족’ 언제 해결? 낙관론 VS 신중론… 누구 예측이 맞을까

[Opinions]

•   Project Syndicate(Shlomo Ben-Ami): Russia's Revenge

•   Project Syndicate(Sławomir Sierakowski): The View from Kyiv

•   Project Syndicate(Mario I. Blejer, Piroska Nagy-Mohacsi): The New Crisis of Central Banking

•   FT(Editorial Board): Cost of living crisis deals another blow to Boris Johnson

•   FT(Editorial Board): The Meta meltdown marks a turning point

•   FT(Martin Wolf): The levelling-up white paper is a necessary call to arms

•   FT(Rana Foroohar): US trade policy needs a radical redesign

•   FT(John Dizard): Lithium price squeeze adds to cost of the energy transition

•   FT(Tim Harford): Why real inflation is so hard to measure

•   FT(Mark Keenan): Boom time for trading outside the commodities benchmarks

•   FT(Philip Coggan): Trigger points loom over equity markets

•   FT(Emma Jacobs): Employers beware: hybrid work weakens loyalty

•   FT(William Schneider): China and Russia’s hypersonic weaponry threatens US early warning system

•   WSJ(Editorial Board): Sarah Raskin’s Systemic Risk at the Federal Reserve

•   WSJ(Editorial Board): The Wages of Inflation

•   WSJ(Editorial Board): Boris Johnson Bungles the British Economy

•   WSJ(Editorial Board): Europe’s Next Refugee Crisis

•   WSJ(Editorial Board): Rushing to a Weaker Iran Deal

•   WSJ(Alan S. Blinder): The Fed Should Raise Interest Rates, but Gently

•   WSJ(Holman W. Jenkins, Jr.): China’s Forever War Against Covid-19

•   WSJ(Christopher DeMuth): Long Live Ukraine, Taiwan and the Nation-State

•   WSJ(Peter Rough): Putin Targets Germany, NATO’s Weakest Link

•   NYT(Paul Krugman): Wonking Out: Are Billionaires Making Out Like Bandits?

•   NYT(Spencer Bokat-Lindell): Ukraine Fears a ‘Full-Fledged War’ With Russia. Can Biden Avert It?

•   NYT(Chris Buckley): For Xi Jinping, the Olympics is a moment to declare, ‘China is ready.’

•   NYT(Kara Swisher): Meta’s Horrible, No Good, Very Bad Quarter

•   WP(Editorial Board): Friday’s jobs report brought good news. But there’s an asterisk.

•   WP(Editorial Board): The only thing worse than a deal with Iran might be no deal

•   WP(Catherine Rampell): Takeaways from a blockbuster January jobs report

•   WP(David Ignatius): America led in hypersonic technology. Then other countries sped past.

•   WP(Katja Hoyer): Germans are asking: Where’s Chancellor Olaf Scholz?

•   Bloomberg(Michael R. Bloomberg): Facebook’s Cataclysm Was a Win for Capitalism

•   Bloomberg(Niall Ferguson): After Crypto’s Cold Winter, Expect Springtime for Web 3.0

•   Bloomberg(David Fickling): Jay Powell May Be the Most Important Climate Decision-Maker

•   Bloomberg(John Authers): Meta's Tumble Reflects Rate-Hike Prospects, Now Spreading to the ECB and BoE

•   Bloomberg(Marcus Ashworth): The ECB Is Losing Its Dovish Tone as the Fed and BOE Grow Hawkish

•   Bloomberg(Julian Lee): President Biden Has a While to Wait Before Oil, U.S. Gasoline Prices Come Down

•   Bloomberg(James Stavridis): Ukrainian Insurgency Could Be Putin's Worst Nightmare

•   Bloomberg(Clara Ferreira Marques): Vladimir Putin and Xi Jinping Meet as Frenemies with Benefits

•   Bloomberg(Bobby Ghosh): In the Nuclear Face-Off With Iran, Biden Just Blinked

•   Bloomberg(Javier Blas): The U.K. Is Dealing With Energy Price Hikes By Supporting Carbon Emissions

•   Bloomberg(Clive Crook): Ukraine Crisis: Is It Better Off Outside NATO and the EU?

•   Bloomberg(Adrian Wooldridge): US Jobs Day: America Faces a Great Labor Shortage in 2022

•   Bloomberg(Mark Whitehouse): Jobs Report: Fed's Fight Against Inflation Looks a Lot Harder Now

•   Bloomberg(Lisa Abramowicz): The Global Real Yield Tantrum of 2022 Is Here

•   CNN(Emily Parker): China's digital yuan shows why we still need cryptocurrencies like bitcoin

•   CNBC(Frederick Kempe): Xi and Putin tout a ‘redistribution of power in the world,’ and they aren’t shy about their ambitions

•   Reuters(John Kemp): Depleted U.S. distillate stocks show supply chain pressure

•   매경(사설): EU "원전은 친환경" 확정, 우리는 과학 대신 미신 좇을건가

•   한경(사설): EU도 "원전은 녹색에너지"라는데 한국만 거꾸로 달릴 건가

•   동아(사설): EU “원전은 친환경”… 한국만 거꾸로 가선 안 된다

•   한겨레(사설): 윤석열의 ‘기후위기 준비 부족’이 별거 아니라는 국민의힘

•   파이낸셜뉴스(사설): EU도 원전은 친환경, 우리만 갈라파고스 규제