Business Intelligence Monitor 220214

(Introduction)

[Markets]

•   Global: Wall Street drops, oil prices jump on Ukraine conflict worries

•   Oil: Oil Prices Rise to Eight-Year High on Ukraine Invasion Warning

•   Metals: Copper retreats on risk-off sentiment, profit-taking

•   Iron ore: Iron ore price plunges after China regulators’ new warning

•   Grains: Soy rises on South American crop woes; wheat, corn rally

•   한국: 코스피 0.87%·코스닥 2.04% 하락…'미 물가 쇼크'에 긴축 우려

[Indicators]

•   US Feb. Consumer sentiment: U.S. Consumer Sentiment Falls to Fresh Decade Low on Inflation

※   University of Michigan gauge slumps to 61.7 in February

•   US Weekly Rig count: U.S. drillers add most oil rigs in a week since Feb 2018 -Baker Hughes

•   UK Q4 GDP: UK economy rebounds to post strongest growth since second world war

•   India Dec. Industrial production: Factory output in December sputters, grows at just 0.4%

•   India Jan. Inflation expectations: Indian Inflation Expectations Ease First Time in Eight Months

•   Russia Benchmark rate: Russia Raises Interest Rate as Threat of Sanctions Looms

•   Malaysia Q4 GDP: Malaysia Economy Rebounds While Inflation, Growth Risks Eyed

•   한국 2021년 총세입·총세출: 더 걷은 국세 61조… 사상최대 세수 오차

•   한국 2021년 대기업·중소기업 서비스업생산지수: 대기업-중소기업 서비스업 생산 격차 코로나19로 대폭 확대

•   한국 1월 외국인 증권투자: 지난달 외국인 주식 1.6조 순매도…석 달 만에 ‘셀 코리아’

•   한국 2월 1~10 무역수지: 에너지·원자재값 급등에…무역적자 40일새 10조원

※   매경: 원자재 이어 중간재값 껑충…"수출할수록 적자, 최악상황 올수도"

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 전세 찾는 사람 줄어 수급 지수 2년 5개월 만에 최저치

[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: Inflation, Consumer Spending, Home Sales

•   FT: Germany takes centre stage in the Ukraine-Russia crisis talks

•   Bloomberg: World’s Top Economies Confront Inflation, Disease, War: Eco Week

[News]

•   WSJ: U.S. Says Russia Could Invade Ukraine at Any Time

※   White House urges Americans to leave Ukraine, but officials say they don’t know whether Putin has decided to invade or not

※   White House: Press Briefing by Press Secretary Jen Psaki and National Security Advisor Jake Sullivan, February 11, 2022

•   WSJ: U.S. Warns Allies That Ukraine Crisis Puts Post-World War II Order at Risk

※   White House: FACT SHEET: Indo-Pacific Strategy of the United States

•   WSJ: Top Biden Administration Official Renews Warning of Imminent Conflict in Ukraine

※   National security adviser Jake Sullivan says U.S. is prepared for major military action in coming days

•   WSJ: Russian Buildup Near Ukraine Features Potent Weapons Systems, Well-Trained Troops

•   WSJ: In Northern Ukraine, Fears of a Russian Invasion Shatter Cross-Border Ties

•   WSJ: Russians Have Already Started Hybrid War With Bomb Threats, Cyberattacks, Ukraine Says

•   WSJ: At Russia’s Border with Ukraine, Pro-Kremlin Separatists Find Support

•   WSJ: Ukraine’s Use of Armed Drones Could Offset Some of Russia’s Enormous Military Advantage

•   WSJ: FDA to Take More Time Reviewing Pfizer’s Covid-19 Vaccine in Young Children

※   Agency, considering expanding shot’s authorization to children under 5 years, delays decision to consider additional data on third dose

•   WSJ: Robust Covid-19 Booster Protection Wanes After Four Months, CDC Says

※   CDC study assessing effectiveness against the Omicron and Delta variants underscored generally strong protection for authorized mRNA vaccines

•   WSJ: Fed Staff Reported Securities Trades Amid Bank’s 2020 Stimulus Moves

•   WSJ: FDA Authorizes Use of New Eli Lilly Covid-19 Antibody Treatment

•   WSJ: Inflation Is Everywhere, Including Places You Might Not Expect

•   WSJ: Inflation Was Hottest in Atlanta, Mildest in San Francisco in 2021

•   WSJ: What CEOs Are Saying: ‘We See Inflation Going Up Everywhere’

•   WSJ: The Hidden Ways Companies Raise Prices

•   WSJ: Echoes of the Wage-Price Spiral of the 1970s

•   WSJ: Another Spring Thaw for the Economy

•   WSJ: Democrats and Republicans Stop Fighting, Start Passing Bills

•   WSJ: Canadian Police Clear Protesters Disrupting Cross-Border Bridge Traffic

•   WSJ: Omicron’s Threat to Global Economy Increasingly Runs Through China

•   WSJ: U.S. Aims to Thwart China’s Plan for Atlantic Base in Africa

•   WSJ: India’s Economy Hinges on the Return of Workers Who Fled to Their Villages

•   WSJ: Inflation, Ukraine Invasion Threat Stoke Outlook for More Stock Volatility

•   WSJ: Saudi Arabia Transfers Aramco Shares Worth $80 Billion to Wealth Fund

•   WSJ: The Trouble With a Stock-Market Bubble

•   WSJ: Why Russian Invasion Peril Is Driving Oil Prices Near $100

•   WSJ: BMW Takes Control of China Venture, Sees Big Profit Gains

•   WSJ: The Technology That’s Helping Companies Thrive Amid the Supply-Chain Chaos

•   WSJ: How One of the World’s Biggest Carbon Emitters Got a Factory to Zero Emissions

•   NYT: New Covid data show New York returning to pre-Omicron surge levels.

•   NYT: Inflation May Have Already Peaked. The Fed Needs to Step Gingerly.

•   NYT: He Knows Putin Well. And He Fears for Ukraine.

•   NYT: The Auto Industry’s Trucker Problem

•   WP: What makes Russia’s massive war games with Belarus so worrying?

•   WP: Can European shuttle diplomacy avert war in Ukraine?

•   WP: White House aides weigh deficit reduction as way to revamp economic plan for Manchin

•   WP: Why the Biden administration is being so public about the Russian threat in Ukraine

•   WP: ‘Survival mode’: Inflation falls hardest on low-income Americans

•   FT: Scholz to warn Putin of western resolve on Ukraine

※   German chancellor will travel to Kyiv and Moscow in diplomatic push after US says full-scale invasion imminent

•   FT: Waning stockpiles drive widespread global commodity crunch

•   FT: What next after COP26? Gas crisis shadows the road from Glasgow to Sharm el-Sheikh

•   FT: Watchdog sounds alarm on financial risks of Europe’s property boom

•   FT: Poland offers compromise in rule of law dispute with EU

•   FT: The Ukraine crisis’ new F-word: Finlandisation

•   FT: Lithuania tests the EU’s resolve on Chinese economic coercion

•   FT: Irish central bank chief damps down ‘unrealistic’ June rate rise talk

•   FT: Pécresse promises return to fiscal discipline in bid for French presidency

•   FT: EU regulators halt probe into Qatar gas contracts

•   FT: Boris Johnson seeks to forge closer economic ties with China

•   FT: Boris Johnson handed police questionnaire over alleged Covid breaches

•   FT: UK to make new offer on Northern Ireland in talks with EU

•   FT: ‘Inflation is up, it matters’: high prices plague Biden’s presidency

•   FT: Chinese developers selling off more London property to raise cash

•   FT: China defies Covid and condemnation to pull off Winter Games

•   FT: Beijing ready to implement harsher Covid lockdown on Hong Kong

•   FT: UK-EU rule split risks complexity for ESG investors

•   FT: Investors pull $1.5bn from bond ETFs in January on inflation fears

•   FT: Rate Risk Creeps Up on Bond Investors Betting on Southeast Asia

•   FT: Investors rush to US oil and gas bonds as energy prices boost finances

•   FT: ‘People are moving on with their lives’: is the end of Omicron in sight?

•   FT: Health experts braced for flu surge after Covid curbs suppress infections

•   Bloomberg: $100 Oil Threatens to Compound World Economy’s Inflation Shock

•   Bloomberg: Covid’s Great Uncoupling: Gap Widens Between Cases and Deaths

•   Bloomberg: Fed Rate-Increase Path to Be Data-Dependent, Measured, Daly Says

•   Bloomberg: Fed Rush to Catch Up on Inflation Raises U.S. Recession Risks

•   Bloomberg: Krugman Says Fed ‘Shock Therapy’ Unneeded to Tame Hot Economy

•   Bloomberg: Fed’s Bullard on Rate Plan, Possible Inter-Meeting Move: Q&A

•   Bloomberg: Fed Doesn’t Yet Favor a Half-Point Hike or an Emergency Move

•   Bloomberg: Climate action suffers from China to U.S. as politics hits energy crisis

•   Bloomberg: WHO’s Chief Scientist Sees Long Road Ahead After Pandemic: Q&A

•   Bloomberg: Here’s What the Pandemic Has in Store for the World Next

•   Bloomberg: Manchin Prods Fed to Tackle Inflation, Citing Economy Risk

•   Bloomberg: U.S. Sees China Watching Ukraine Crisis as Proxy for Taiwan

•   Bloomberg: The Era of Pandemic Restrictions Is Fast Coming to an End

•   Bloomberg: Inflation to Exceed Fed’s 2% Goal Well Into 2023, Survey Shows

•   Bloomberg: Germany Looks to Ease Pandemic Curbs as Covid Peak Approaches

•   Bloomberg: ECB Overreaction on Prices Could Stymie Growth, Rehn Warns

•   Bloomberg: EU Eyes 20 Billion Euros for Plan to Take On China in Africa

•   Bloomberg: When Will China Be the World’s Biggest Economy? Maybe Never

※   A debt crisis, international isolation, and a shrinking population are some variables that could block Beijing’s quest to lead the world.

•   Bloomberg: China to Boost Farm Support Measures to Ensure Summer Harvest

•   Bloomberg: China Grants Approval For Pfizer’s Antiviral Covid Pill

•   Bloomberg: PBOC to Encourage Bank Lending to Counter Economic Slowdown

•   Bloomberg: PBOC’s Rate Decision Sparks Debate as Economy Comes Under Strain

•   Bloomberg: Russia Says ‘Significant Progress’ Made in Iran Nuclear Talks

•   Bloomberg: A Bridge Protest Ends. The Pandemic’s Cost Is Still Uncounted

•   Bloomberg: Myanmar's Military Ruler Appeals to Restive Minorities

•   Bloomberg: Dovish India Inflation Call Puzzles Many as Pressures Build

•   Bloomberg: Treasuries Haven’t Started a Year This Badly in Four Decades

•   Bloomberg: Markets Are Betting Against Central Bank Guidance as Inflation Spikes

•   Bloomberg: The Carry Trade Is Faltering, Just as It Began to Deliver Gains

•   Bloomberg: Goldman Cuts S&P 500 Year-End Target to 4,900 on Rate Outlook

•   Bloomberg: Rate Hikes Pose Bigger Threat Than Ever Before for Europe’s Debt

•   Bloomberg: Pulled Bond Sales, Deal Sweeteners Mark New Era in U.S. Markets

•   Bloomberg: Fed Rate Futures Downgrade Likelihood of an Inter-Meeting Hike

•   Bloomberg: Biggest Treasuries Premium Over Europe in Two Years to Test Euro

•   Bloomberg: Age of Innocence for Bond Traders Ends in Latest Inflation Shock

•   Bloomberg: Bond Veterans Say Market Wrong to See Fed Hikes Ending Near 2%

•   Bloomberg: Global Credit Risk Climbs as Fed Rate-Hike Bets Accelerate

•   Bloomberg: U.S. Inflation Storm Prompts These Trade Ideas to Secure Returns

•   Bloomberg: OPEC+ Supply Shortfall May Push Oil Price Higher, IEA Warns

※   IEA: Oil Market Report - February 2022

•   Bloomberg: U.S. Is Exporting Every Molecule of LNG Possible

•   Bloomberg: Iran Raises Projected Oil Exports in Draft Budget, Tasnim Says

•   Bloomberg: Big Oil Is Pumping Cash as If $100 Oil Has Already Arrived

•   Bloomberg: Giant Miners to See Record Profits Slip on Cost Pressures

•   Bloomberg: Honda Cuts Production at Canada Plant Impacted By Blocked Border

•   Bloomberg: Top China Chipmaker Warns of Growing Shortfall as U.S. Decouples

•   Bloomberg: China's Infrastructure Projects Will Likely Boost These Companies

•   Bloomberg: China’s Price For Capping Commodities Will Be Higher Emissions

•   Bloomberg: Is That Nuclear Power Plant Near Big Air Venue at Beijing Winter Olympics?

•   Bloomberg: EU Green Shift Needs Carbon Price Predictability, Liese Says

•   Reuters: Exclusive: U.S. to send 3,000 additional troops to Poland

•   Reuters: Forecasters project steady jobs growth as Fed moves to tame inflation

•   Reuters: U.S. energy department advances $6 bln nuclear plant program

•   Reuters: ECB's Visco says flexible approach needed in unwinding stimulus

•   Reuters: EU investigates reports of menstrual disorders after mRNA COVID shots

•   Reuters: Russia says EU, NATO response to letter on security disrespectful

•   Reuters: China's labour policies in Xinjiang are discriminatory, ILO body says

•   Reuters: Exclusive: Myanmar army defector recounts heavy losses inflicted by Chin rebels

•   Reuters: Indonesia suspends operations of more than 1,000 miners -ministry

•   Reuters: Analysis: World's damaged supply chains brace for painful recovery

•   Reuters: Analysis: Euro back in fashion as traders bet ECB hawks are here to stay

•   CNBC: U.S. inflation data is like a ‘punch in the stomach’ for the Fed, says Citi economist

•   CNBC: Europe wants to become a leader in chips. But it’s going to need help

•   CNBC: Some European countries are scrapping all Covid rules despite scientists warning it’s too soon

•   CNBC: Economists say the worst of China’s regulatory crackdown is over

•   SCMP: As Middle East tensions escalate amid Iran nuclear talks, the US response – and China’s manoeuvres – come under the spotlight

•   SCMP: China seeks economic, political stability with the ‘vigour of an uncaged tiger’ as loans soar

•   SCMP: US-China relations: ‘market distortion’ and ‘industrial subsidies’ must be defined in talks, Chinese ex-finance minister Lou Jiwei says

•   SCMP: Explainer | The past, present and future of oil in China’s Xinjiang Uygur region

•   SCMP: China’s small-business owners tighten purse strings, embracing frugality as hardships and uncertainties mount

•   SCMP: China’s unified power market to give renewable energy a boost, but its implementation could be an uphill task, analysts say

•   SCMP: China is building a nuclear power plant in Argentina as it looks to Latin America

•   Caixin: In Depth: Why China’s Regulators Are Taking On Local Governments Over Their Financial Asset Exchanges

•   Caixin: China Green Bulletin: Steel Sector Carbon Deadline Extended

•   Nikkei Asia: Chip backlogs stretch to 2 years, vexing Sony and electronics makers

•   Nikkei Asia: Japan's COVID death toll tops 20,000 amid omicron spread

•   Nikkei Asia: Qatar's Asian gas contracts hamper Ukraine planning

•   Mainichi: Japan venture to build country's first nuclear fusion power plant

•   OilPrice.com: Europe’s Dependence On Natural Gas Imports Hits 80%

•   MINING.com: Market interest in silicon, lithium-metal battery anodes only growing – report

•   Robotics & Automation News: Will Car Manufacturing Ever Be Fully Automated?

•   매경(P1): "누가 당선되든 재건축 규제는 완화"…1기 신도시 아파트 들썩

•   매경: 현실로 다가온 중대재해법 공포…삼표산업 대표 첫 입건

•   매경: 車전장 힘싣는 삼성전자…하만 '獨 AR벤처' 품었다

•   매경: 美日합작 낸드공장 셧다운…K반도체 반사이익 누릴까

•   매경: 주민 뭉쳐 투자한 태양광 사업…두자릿수 수익률 눈길

•   매경: [단독] 초과세수로 빚 안줄이고…쌈짓돈 마련한 정부

•   매경: LG가 키우는 스타트업 보면 미래사업 보인다

•   매경: 고통 느끼는 반도체 개발…KIST, 휴먼로봇 앞당긴다

•   매경: "차기 정부, 부동산은 시장원리에 맡겨야"

•   한경: 삼성 스마트폰, 동남아 1위 탈환

•   한경: "애플과 밀월 지속"…LG 삼총사, 질주 채비

•   한경(P1): '엔지니어 리스트' 관리하겠다는 정부

•   한경(P1): [단독] 실체 드러난 LG엔솔 '뻥튀기 청약'…웃지 못할 '대기록'

•   한경: 한은, 올해 물가상승률 전망치 3% 안팎으로 대폭 상향할 듯

•   한경: 이재명 '기본소득·4년 중임제' 앞세워…윤석열은 '규제개혁·靑 해체' 강조

•   한경: 올 1월에 '9300억' 뭉칫돈 몰렸다…서학개미의 변심

•   한경: NFT는 부동산 '등기'와 같아…보관할 '지갑'부터 만드세요

•   한경: "LCD 공급과잉"…中 증설 중단, 삼성은 철수 앞당겨

•   서경(P1): 인플레發 채권시장 쇼크…외인, 이달 3.4조 투매

•   서경: 회사채금리 9%로 치솟고 개인 1.1조 환매…"채권시장 출구가 없다"

•   서경(P1): 이르면 내주 거리두기 완화…식당 방역패스 폐지 가능성

•   서경: '소상공인 지원' 은행 팔 비트는 정부…"부실폭탄 될 수도"

•   서경(P1): '출산'서 '혼인'으로…저출산 대책 패러다임 전환

•   서경(P1): 이번엔 '반도체 웨이퍼' 공급난…삼성전자·하이닉스도 영향권

•   서경: 日 섬코·신에쓰, 웨이퍼 공급 50% 차지…2026년까지 수급 차질

•   서경: [단독]정부 '경제안보법' 만든다…기업 외국 특허 제한하고 기밀제출 강제

•   서경: "중장기 경제효과 112.8조…원화도 기축통화 편입돼야"

※   전경련: 원화의 기축통화 편입 추진 검토 필요

•   서경: '빚으로 버티는' 사장님…자영업 대출 2년새 50조↑

•   서경: "없어서 못 팔 지경"…제철 만난 반도체 기판株

•   조선: [단독] 육상은 오염논란, 수상은 입찰차질...새만금태양광 모두 삐걱

•   조선(P1): [NOW] “건설 일 하겠다고요? 혈압부터 좀 잽시다”

•   조선(P1): “탄도미사일 발사 北에 책임 물을것”

•   조선: 원전 28기 해체계획 승인

•   조선: 작년 걷힌 자산세 68조... 5년 전보다 2.7배 늘었다

•   조선: 궈차오에 밀리고, 다이궁은 안오고… 고통 2배 한국기업들

•   조선: 기업 94% “새 정부 낡은 규제 정비해야”

•   조선: 작년 서울 아파트 10채 중 4채, 2030이 사들여… 집값 조정에 패닉 오나

•   조선: 출근 반 재택 반… 하이브리드 근무가 대세로

•   조선비즈: [단독] 두산중공업 유상증자 청약 미달…실권주 200만주 나온다

•   조선비즈: 경제수석은 ‘계란수석’ ‘요수수석’? 靑 “文대통령, 물가관리 중”

•   조선비즈: 쌍용차-에디슨모터스 갈등... 대통령 직속기구 중재로 일단락

•   조선비즈: 한국, 지난해 대미 무역흑자 순위 14위…두 계단 하락

•   조선비즈: 거래절벽 속 서울 아파트, 중저가 아파트 거래비중 ‘급증’

•   조선비즈: 전력도매가 200원대 고공행진… “북해 풍속 저하 나비효과? 신재생 비중 높인 탓”

•   조선비즈: “文 정부 5년, 성장·안정·분배 모두 악화”…이종화 한국경제학회장 ‘직격’

•   조선비즈: [팩트체크] RE100은 의무 조항?…“No, 민간 캠페인, 구글도 갈아타”

•   조선비즈: [李대선공약] ‘탈탄소’ 속도 더 올린다… “2040년까지 석탄발전·내연기관차판매 중단”

•   조선비즈: [통상임금 판결, 그 후]③ 신의칙 가고 ‘재직자 요건’ 온다... 효력 부정되면 ‘줄소송’ 예고

•   조선비즈: LNG선 호황에도… 韓, 설비 증설 대신 기술 개발에 집중

•   조선비즈: [단독] 법인세 초과세수 17兆, 10대 기업에서 16.3兆 나왔다…”‘대기업 쏠림’ 심해진 탓”

•   조선비즈: 높아진 반도체 M&A 장벽에… 삼성전자, 200조 실탄 쌓아두고 고심

•   조선비즈: 사상 최대 초과세수? 빚 갚을 돈 고작 3.4兆…헌법 57조 ‘예산 증액 거부권’ 행사하나

•   인베스트조선: 하만의 '아포스테라' 인수, 삼성전자의 유의미한 M&A일까

•   중앙: [일자리 정책 헛바퀴, 더 절박해진 청년 취업]해마다 세금 수조원 쏟아부은 일자리 3~6개월로 끝…청년 고통지수만 높여

•   중앙(P1): 한달새 연봉을 날렸다…재테크 마이너스 시대

•   중앙: 직장인은 모른 '이상한 증세'…文정부 근소세 40% 늘었다

•   중앙: 회사 가치 좀 올려라…불붙는 ‘K 주주운동’

•   중앙: [View & Review] 잡힐 거라던 물가 넉 달 연속 활활…석유·곡물서 서비스로 옮겨붙었다

•   중앙: 긴축 공포에 주담대 금리 6% 눈앞…올해에만 0.8%P 올랐다

•   중앙: 최태원 10년 전 ‘하이닉스 승부수’…시총 100조 만들었다

•   동아(P1): 美 “한일관계 1~2년내 개선해야”…인도태평양 전략 공개

•   문화(P1): “文정부, 탄소중립 선언적 목표 뿐”

•   문화: “文 ‘탄소줄이기’ 졸속 강행… 산업전체 흔들 ‘K택소노미’부터 재정립해야”

•   문화: 끝모를 원자재값 상승에 금리·환율도 불안… 산업계 ‘초비상’

•   문화: 정부·韓銀, 국고채 추가 단순매입 추진… 물가대응 ‘최우선’

•   국민(P1): 극단 치닫는 택배노조 파업… CJ대한통운 “법집행” 요청

•   한겨레: 물가 2차 상승 시작…‘재료비 부담→제품값 전가’, 임금 인상은 ‘아직’

•   경향(P1): 현실화된 ‘키트 대란’ 물량 자신하던 정부…최고가격제 만지작

•   경향(P1): 재택치료 20만명 넘어…위중증 환자 폭증 우려

•   경향: 저무는 ‘연료’ 시대, 뜨는 ‘원료’ 시대[탄소중립 시대, 광물자원의 포효]

•   경향: 등유가격 7년 만에 최고치…서민들 “보일러 틀기 겁나”

•   머니투데이(P1): "한전, 이대로면 올해 12조원 적자"...팔면 팔수록 손해보는 전기

•   머니투데이: '2050 탄소중립' 동참 LG화학···수소, 핵심 키워드로 '급부상'

•   헤럴드경제: 7월 이후 집값…‘상승론 vs 하락론’ 팽팽

•   헤럴드경제: 원전도 녹색 에너지에 포함되나?

•   파이낸셜뉴스(P1): 빨라지는 '기금고갈' 시계… 연금개혁 새판 짜라 [연금개혁, 더 이상 미룰 수 없다 (1)]

•   파이낸셜뉴스: 재정안정성·형평성·노후보장… 3대 쟁점에 성패 갈린다 [연금개혁, 더 이상 미룰 수 없다 (1)]

•   파이낸셜뉴스(P1): 성장통 겪는 삼성전자… 파운드리 첫 감사 [삼성 파운드리 첫 감사]

•   파이낸셜뉴스: "첨단공정 안정화 높여야 TSMC 잡는다" 삼성 품질경영 고삐 [삼성 파운드리 첫 감사]

•   파이낸셜뉴스: 애니콜 불량품 태운 후 재탄생한 삼성폰... 이번 감사로 반도체 공정 혁신 이뤄낼까 [삼성 파운드리 첫 감사]

•   파이낸셜뉴스: 중대재해법 보름만에 벌써 3건... "사고예방 한계" 기업들 전전긍긍

•   파이낸셜뉴스: 현대두산인프라, 빅데이터 분석해 굴착기 만든다

•   파이낸셜뉴스: 발묶였던 울산 해상풍력단지 속도내나

•   아시아경제: 성남FC 의혹 고발인들 "6개 기업 광고비 지출 우연인가"

•   디지털타임스(P1): [기획] 폭등하는 유가, 시험대 오른 경제안보

•   디지털타임스: 韓 기업가정신 지수 세계 6위

•   이데일리(P1): 홍남기 경고처럼 추경증액 감당 못하는 금리…취약계층에 부메랑

•   이데일리: `묻지마`식 정치권 추경 증액 요구…경제 악순환 빠질라

•   이데일리: 추경·美긴축에 `그로기` 상태…국고채금리 천장이 뚫렸다

•   이데일리: 최대 초과세수에도 여윳돈 고갈…"추경 증액, 빚 더 내잔 말"

•   이데일리: "공급망 병목 길어질 수도…경제혈관 안 막히도록 파수꾼 역할 최선"

•   연합: 오후 9시까지 5만3천390명 확진…전날보다 433명 늘어 '최다'

•   연합: 尹 "원전 짓는건 마저 짓고"…沈 "그럼 강남에 소형원자로?"

•   연합: [팩트체크] 윤석열 후보가 원전 추가 건설한다고 했다?

•   연합: 국힘 "이재명, TV토론서 궤변·발뺌…두산 특혜는 뇌물"

•   연합: 두산, 작년 영업이익 9천588억원…흑자 전환

•   연합: 두산중공업, 작년 영업이익 8천908억원…당기순익 8년만에 흑자

•   연합: 2017년 대비 작년 취업자, 통계청 기준↑ vs 주40시간 기준↓

•   연합: 무협 "올해 중국 소비시장 선점하려면 '5C' 주목해야"

•   뉴시스: 수소로 밥도 짓게 된다는데…'수소 시대' 숙제는 산적

•   뉴스1: [단독]'세입자 조세 전가' 준전세, 작년 서울 거래량·거래 비중 역대 최고

•   비즈니스포스트: 두산퓨얼셀 미래 먹거리는 선박용 연료전지, 정형락 '3년 플랜' 착수

•   에너지경제: [대선토론 팩트체크] 신한울 3·4호기 중단, 국민적 합의?…"의견수렴 없었다"

•   에너지경제: "태양광 효율 작년 고작 14%…밀집지역 전남, 부울경에 밀려"

•   에너지경제: 2050년 수소 소비비중 22%…우리 기업 해외진출 전략은?

•   에너지경제: [에너지미래포럼] "재생에너지도 입찰 거쳐 거래"…판매 물량·가격 경쟁 치열할 듯

•   전자신문(P1): SK온, 中·헝가리에 6조원 배터리 투자

•   전자신문: [세종만사]산업부, 美 세탁기 분쟁도 승리…산업+통상 결합 빛나

•   디지털데일리: FC-BGA 투자 딜레마…'서행' 韓 vs '급행' 日·臺, 승자는? [IT클로즈업]

•   디지털데일리: [수소의 가치①] 시동걸린 수소경제 각축전, 우리는 어디쯤 가고 있을까

•   디지털데일리: [수소의 가치②] “결국 세계 최고 수준의 소재 기술력없이는”…냉엄한 현실

[Opinions]

•   Project Syndicate(Carmen M. Reinhart, Clemens Graf von Luckner): The Return of Global Inflation

•   Project Syndicate(Mary Robinson): Climate Accountability Now

•   Project Syndicate(Giulio Boccaletti): The New Land Economy

•   Project Syndicate(Mariana Mazzucato): Larry Fink's Capitalist Shell Game

•   FT(Editorial Board): Economics should never waste a good crisis

•   FT(Editorial Board): The pros and cons of a four-day working week

•   FT(Editorial Board): Ukraine crisis pushes Russia and China into a closer embrace

•   FT(Gideon Rachman): Putin, US intelligence and the global fight for the Ukraine narrative

•   FT(Edward Luce): Biden should use cold war handbook to stop Putin’s Ukraine threat

•   FT(Martin Sandbu): ECB policymakers are right to hold their nerve on inflation

•   FT(Katie Martin): Markets on edge over central bank action to tame inflation

•   FT(Robert Armstrong): The inflation leak drips on

•   FT(Helen Thomas): We need to talk more about fairness in energy

•   FT(Francesc Balcells): Why Turkey’s economic resilience has defied worst fears

•   FT(Lex): China semiconductors/SMIC: longer waits for new cars mean higher profits

•   FT(Lex): Transport: electric avenue opens up for unplugged charging

•   WSJ(Editorial Board): Inflation Haunts the Biden Economy

•   WSJ(Editorial Board): The New World Disorder

•   WSJ(Editorial Board): American Gas to Europe’s Rescue

•   WSJ(Editorial Board): Inflation Is Everywhere

•   WSJ(Harald Uhlig): The Fed Doesn’t Need a Censor

•   WSJ(Gabriel Scheinmann): The U.S. Should Want a Cold War With China

•   WSJ(Grover Norquist): States Get Serious About Tax Cuts

•   WSJ(Elbridge Colby, Oriana Skylar Mastro): Ukraine Is a Distraction From Taiwan

•   NYT(Paul Krugman): Wonking Out: Very Serious Folk Economics

•   NYT(Charles M. Blow): There Will Be No Post-Covid

•   NYT(Kori Schake): America’s Russia Policy Has a Biden Problem

•   NYT(Evelyn N. Farkas): We Underestimated Putin Once. We Can’t Make That Mistake Again.

•   WP(Editorial Board): Confirmed: Trump’s big U.S.-China trade deal was a flop

•   WP(Jennifer Rubin): The Ukraine crisis will test America like no time since the Cold War

•   WP(Fareed Zakaria): Our economy is doing well — but many Americans refuse to believe it

•   Bloomberg(David Fickling): The Market Is Finally Putting a Realistic Price on Carbon

•   Bloomberg(Conor Sen): The Fed Should Pick 'Boomflation' Over a Recession

•   Bloomberg(Mihir Sharma): India State Elections Hinge on Jobs in Uttar Pradesh

•   Bloomberg(John Authers): Latest Inflation Data Make an Unhappy Picture, Provoking Drama Across Markets

•   Bloomberg(Julian Lee): The World Has Been Using A Lot More Oil Than We Thought

•   Bloomberg(Hal Brands): Ukraine Crisis: U.S. Would Be a Loser If Putin Decides to Invade

•   Bloomberg(Mark Gilbert): Bond Traders Haven’t Hit Their Pain Threshold Yet

•   Bloomberg(Faye Flam): Did Mask Mandates Work? The Data Is In ... And the Answer Is 'No'

•   Bloomberg(Lara Williams): Housing Costs Soar, Mortgage Rates Rise, Young Buyers Lose Hope

•   Fox News(Jason Smith): More COVID money won't cover up Biden's failures

•   Fox News(K.T. McFarland): Why is Biden warning a Russian invasion of Ukraine is imminent? And what if Putin calls his bluff?

•   한경(문재도): 에너지 안보 시험하는 우크라이나 사태

•   조선(조재희): ‘원전=녹색에너지’ 아니라고?

•   문화(정범진): 재생에너지 사기극 수준인 ‘RE100’