Business Intelligence Monitor 220221

(Introduction)

[Markets]

•   Global: Stocks fall, bonds rise on Ukraine tensions

※   Hopes for diplomatic end to Ukraine standoff fade

※   Safe haven dollar, Swiss franc rise

※   U.S. oil falls on prospect of Iran returns to market

※   Bitcoin slide continues after Thursday’s tumble

•   China: Yuan Jumps to Highest Since 2018 Amid Upbeat Risk Sentiment

•   Natural gas: European Gas Falls as Russia Agrees to Meet U.S. Over Ukraine

•   Metals: Supply concerns send nickel to 3-1/2 week high

•   Gold: Russia-Ukraine Tensions Power Gold to Eight-Month Highs

•   Grains: Soy steady as U.S. exports swell; wheat eases as Ukraine talks eyed

•   한국: 코스피, 미·러 회담 소식에 낙폭 만회…2,740대 강보합 마감

•   한국: 한전기술 주가 11%↑…두산重과 '암모니아 개질 가스 발전소' 맞손

[Indicators]

•   US Jan. Existing home sales: U.S. Home Sales Jumped 6.7% in January Amid Record-Low Inventory

•   US Feb. MCI-EFI: Finance Market Confidence Drops for February

•   US Weekly Rig count: US drillers add oil and gas rigs for seventh week -Baker Hughes

•   Eurozone Dec. Current account: Euro zone's current account surplus rose last year

•   UK Jan. Retail sales: British retail sales rebound to post highest monthly increase since April

•   China Jan. Car sales: China NEV sales drop 18.6% in January after subsidy cut

•   Japan Jan. CPI: Japan’s Slower Inflation Offers BOJ Support For Stimulus Stance

•   Russia 2021 GDP: Russia’s Economy Grew 4.7% in 2021, Quickest Pace Since 2008

•   한국 2월 제조업 업황 PSI: 제조업 경기 넉달연속 우울

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 14주째 ‘사겠다 < 팔겠다’

[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: Housing, Inflation, the Fed

•   FT: Inflationary pressures and loosening of Covid restrictions

•   Bloomberg: Another U.S. Inflation Gauge Is Heading Even Higher: Eco Week

[News]

•   WSJ: U.S. Warns of Imminent Russian Invasion of Ukraine With Tanks, Jet Fighters, Cyberattacks

※   Biden says he is convinced Moscow has decided to attack with Kyiv as a target, adding that diplomacy remains a possibility

※   White House: Remarks by President Biden Providing an Update on Russia and Ukraine

•   WSJ: Russia Extends Belarus Drills for Thousands of Troops as Ukraine Violence Escalates

※   Belarus says combat-readiness training will continue, citing an uptick in violence that Moscow blames on Ukraine

•   WSJ: Russian Naval Drills Threaten Ukraine’s Limited Coastal Defenses

•   WSJ: Kamala Harris Warns of Russian Deception on Ukraine as Vladimir Putin Oversees Missile Tests

•   WSJ: Russian-Installed Authorities in Ukraine’s Donbas Proclaim Evacuation of Civilian Residents

•   WSJ: Russia Calls on People to Flee Eastern Ukraine. Most Are Staying Put.

•   WSJ: Behind China’s Warning Against a Russian Invasion Is a Desire to Protect Ties With the U.S.

•   WSJ: Fiscal Stimulus Is Turning Into a Fiscal Drag, in a Big Headwind for Growth

•   WSJ: Biden Shifts Inflation Message to Show He Feels Americans’ Pain

•   WSJ: Fed Officials Lean Against Expectations of Half-Point Increase in March

※   New York Fed President John Williams and others tee up a quarter-percentage-point rate rise at mid-March meeting

•   WSJ: March 2020: How the Fed Averted Economic Disaster

•   WSJ: Fed Sets Trading Restrictions for Top Officials

•   WSJ: FDA Eyes Second Covid-19 Booster Shot

※   Agency has begun reviewing data that could lead to clearing a second booster dose of the Pfizer, Moderna vaccines in the fall

•   WSJ: Pfizer’s Covid-19 Vaccine for Kids Isn’t Working Well Against Omicron So Far, Delaying FDA Review

•   WSJ: Covid-19 Vaccines Were Deadly in Rare Cases. Governments Are Now Weighing Compensation.

•   WSJ: U.S. Pushes Iran to Release American Prisoners as Nuclear Talks Progress

•   WSJ: Chinese Developer Is In Fresh Trouble Months After Debt Swap

※   Yango Group didn’t pay $27 million before end of grace period

•   WSJ: Think U.S.-China Tensions are Bad for Business? Try China-India

•   WSJ: Europe’s Energy Crisis Pays Off for U.S. Natural-Gas Sellers, Global Traders

•   WSJ: Frackers Hold Back Production as Oil Nears $100 a Barrel

•   WSJ: Russian Threat to Ukrainian Exports Looms Over Agricultural Markets

•   WSJ: Climate Disclosure Poses Thorny Questions for SEC as Rules Weighed

•   WSJ: The Inflation Survivors of the 1980s Have Some Advice for You

•   WSJ: Mortgage Rates Will Rain on This House Party

•   WSJ: America’s Power Grid Is Increasingly Unreliable

•   WSJ: Wary of Being Left in the Dark, Americans Produce Their Own Power

•   WSJ: GE Warns Supply-Chain Issues to Pressure Profits, Cash Flow

※   Shares fall after manufacturer says labor and inflation also weighing on results

•   WSJ: Intel Puts a Price on Its Leap of Faith

•   WSJ: Apple Finds Itself Under Scrutiny in Washington’s Big Tech Clampdown

•   WSJ: Burning Electric-Vehicle Batteries Complicate Efforts to Fight Fire on Drifting Ship in Atlantic Ocean

•   WSJ: Why Apple, Amazon and Google Are Uniting on Smart-Home Tech: Matter Explained

•   WSJ: China Orders Cuts for Food-Delivery Fees, Sparking Tech Selloff

•   WSJ: Elon Musk’s Accusation of Harassment Countered by SEC

•   NYT: The United States’ Message to Russia: Prove Us Wrong

•   NYT: Vladimir Putin: Crafty Strategist or Aggrieved and Reckless Leader?

•   NYT: Unable to Agree on Russia Sanctions Bill, Senate Settles for a Statement

•   NYT: How Putin Has Already Weakened Ukraine’s Economy

•   NYT: Explaining Putin’s Decades-Long Obsession With Ukraine

•   NYT: Once He Kept Russia at a Distance. Now He Is a Docile Putin Satrap.

•   NYT: Multinationals in Ukraine are ready for a conflict but staying put.

•   NYT: Kazakhstan’s Internet Shutdown Offers Lessons for Russia-Ukraine Crisis

•   NYT: In Ukraine Crisis, the Looming Threat of a New Cold War

•   NYT: Bond Between China and Russia Alarms U.S. and Europe Amid Ukraine Crisis

•   NYT: Biden is still willing to talk to Putin, Blinken says.

•   NYT: Russia has been laying groundwork online for a ‘false flag’ operation, misinformation researchers say.

•   NYT: Pandemic’s Economic Impact Is Easing, but Aftershocks May Linger

•   NYT: How Long Covid Exhausts the Body

•   NYT: Hong Kong delays an election amid a Covid surge as leaders ‘focus on the epidemic.’

•   NYT: With French Election Looming, It Is Macron Against the Right

•   NYT: The U.S. is ramping up vaccination assistance to 11 African countries.

•   NYT: These Vaccines Have Been Embraced by the World. Why Not in China?

•   NYT: India’s Congress Party Faces a Test of Survival as Punjab Votes

•   NYT: Amid Ukraine tension, oil traders are betting on an Iran deal.

•   NYT: For Companies, Winning in China Now Means Losing Somewhere Else

•   NYT: The World Needs What Intel Makes. Can It Make a Comeback?

•   NYT: Biden Administration Halts New Drilling in Legal Fight Over Climate Costs

•   NYT: One of the Infrastructure Plan’s Biggest Winners Is the Pavement You Drive On

•   NYT: Rising Mortgage Rates Add to the Challenge of Buying a House

•   WP: With or without war, Ukraine gives Biden a new lease on leadership

•   WP: California unveils plan to become first state to treat coronavirus as ‘endemic’ risk

•   WP: The top 10 GOP presidential candidates for 2024, ranked

•   WP: Biden still touts Build Back Better, but what does that mean?

•   WP: A year after Texas cold spell, study shows renewable energy could help prevent blackouts

•   FT: EU leaders gloss over disagreements on Russia sanctions

•   FT: If Putin blinks, does Biden win?

•   FT: Has Biden got inside Putin’s head?

•   FT: Russia’s threat to Ukraine: Europe’s ‘new normal’

•   FT: Ukraine’s western capital Lviv readies itself as threat of war grows

•   FT: Germany warns of Russian gas retaliation if war breaks out

•   FT: On Ukraine’s eastern frontline, ominous signs that a major onslaught is coming

•   FT: West considers support for Ukrainian resistance if Russia invades

•   FT: Novavax bets fears over mRNA will give its Covid jab an edge

•   FT: EU accuses China of ‘power grab’ over smartphone tech licensing

•   FT: EU loses patience on patents with China

•   FT: France to pump €2bn into EDF as energy group grapples with production woes

•   FT: Italy unveils €8bn energy package as economy hit by spiralling bills

•   FT: Europe’s companies languish in slow lane as US dominates corporate landscape

•   FT: Queen tests positive for Covid

※   UK monarch, 95, has ‘mild cold-like symptoms’, says Buckingham Palace

•   FT: UK faces charging challenge in race to switch to electric vehicles

•   FT: How severe drought has spread across the US

•   FT: China moves to counter India with arms sales to Pakistan

•   FT: Soaring Gasoline Bad Timing for Asian Governments Facing Voters

•   FT: Omicron surge exposes tension at heart of Hong Kong’s virus strategy

•   FT: Iranian business signals cautious optimism over nuclear talks

•   FT: Investors brace for central banks’ retreat from bond markets

•   FT: European corporate debt shows cracks under tougher market conditions

•   FT: How will geopolitical tensions affect markets?

•   FT: Renault warns of potential supply chain crisis for Russian plants

•   FT: US companies add ESG targets to executive bonuses

•   FT: Big Oil on course for near-record $38bn in share buybacks

•   FT: Green investing: the risk of a new mis-selling scandal

•   Bloomberg: Finance Chiefs Pledge Careful and Clear Policy Normalization

•   Bloomberg: Slow-Motion Central Bankers Put Their Maestro Status on the Line

•   Bloomberg: Inflation Augurs New Era of Central Bank Currency Tensions

•   Bloomberg: Uneven Recovery Worsens Risks for Global Economy, Indrawati Says

•   Bloomberg: JPMorgan Expects String of Nine Straight Fed Rate Hikes

•   Bloomberg: Power Prices Plunge Across Europe in Stormy Weekend Weather

•   Bloomberg: EU Could Trigger New Rule-of-Law Budget Weapon Next Month

•   Bloomberg: ECB Officials Edge Toward 2022 Rate Hike to Stem Inflation

•   Bloomberg: ECB’s Kazimir Backs End of QE in August, Flexibility on Hikes

•   Bloomberg: Germany Spent $48 Billion to Protect Jobs From Covid Fallout

•   Bloomberg: 1990s Lesson: Recession Is The Price of Curbing U.K. Inflation

•   Bloomberg: China Offers Incentives to Services Firms to Retain Jobs

•   Bloomberg: China to Start Using Mix-and-Match Virus Vaccine Booster Method

•   Bloomberg: Crisis in China’s Property Industry Deepens With No End in Sight

•   Bloomberg: Inflation May Spur Indonesia Policy Rate Change As Soon As July

•   Bloomberg: Charting Global Economy: Inflation in Asia Stays Relatively Cool

•   Bloomberg: Hedge Funds That Won Big in China’s Bond Meltdown Now See Risks

•   Bloomberg: Traders Explore FX Havens as Rising Rates Dent Case for Bonds

•   Bloomberg: Traders Look Past Ukraine Angst to Load Up on Emerging Assets

•   Bloomberg: End of ECB Reign as Dovish Holdout Seen Fueling Euro Rebound

•   Bloomberg: China Port Delays Slow Shipments From Iron Ore to Electronics

•   Bloomberg: Saudi Oil Minister Urges OPEC+ to Keep Building Consensus

•   Bloomberg: Japan’s Top Power Producer Seeks Long-Term Clean Ammonia Deal

•   Bloomberg: EU’s Proposed Green Labels for Financial Assets Have Lost Their Link to Science

•   Bloomberg: Top Oil Refiner Sees India’s Green Hydrogen Push Halving Costs

•   Bloomberg: Climate Change Is Seen as Most Worrying Threat to World Security

•   Reuters: G7 sees no sign of reduced Russian activity near Ukraine

•   Reuters: Antibodies induced by mRNA shots improve for months; blood cells damaged by COVID cause blood vessel problems

•   Reuters: U.S. driving soars in 2021 to 3.23 trillion miles, up 11.2%

•   Reuters: Fed's hopes for low inflation and lots of jobs may fall flat, economists say

•   Reuters: Russian gas exports to Europe not affected by eastern Ukraine pipeline blast

•   Reuters: ECB policymakers to meet next week in Paris

•   Reuters: China's 'dynamic' zero-COVID strategy will boost economy - watchdog

•   Reuters: China central bank warns of default risks after climate stress test

•   Reuters: China to boost commodity price supervision in push for industrial growth

•   Reuters: OPEC+ would seek to bring Iran into oil supply deal

•   Reuters: Siemens Energy's CEO increases pressure on Siemens Gamesa

•   Reuters: Intel's new chip plans could turn rival AMD's fortunes- analysts

•   Reuters: Factbox: Commodity supplies at risk if Russia hit by sanctions

•   Reuters: Factbox: What global banks forecast for Fed rate hikes in 2022

•   Reuters: Analysis: China would back Russia, diplomatically, if it moved on Ukraine

•   Reuters: Analysis: As stocks swing, investors bet choppy markets are here to stay

•   AP: UK: People with COVID in England won’t need to self-isolate

•   CNBC: Biden abruptly cancels Delaware trip after top level meeting on Ukraine crisis

•   CNBC: The Fed is going to hike rates regardless if Biden’s nominees are confirmed, economists say

•   CNBC: The chip shortage is so bad GM dropped heated seats in winter

•   CNBC: Bill Gates says Covid risks have ‘dramatically reduced’ but another pandemic is coming

•   CNBC: Renault expects to make 300,000 fewer cars in 2022 as global chip shortage rumbles on

•   MarketWatch: Will Fed rate hikes crush the stock market? Here’s why speed matters

•   MarketWatch: What the threat of a Russian invasion of Ukraine means for markets

•   MarketWatch: U.S. COVID cases, hospitalizations continue to fall from last month's peak

•   CBS: U.S. has intel that Russian commanders have orders to proceed with Ukraine invasion

•   SCMP: China signals more government support to stabilise economy, with a wary eye on debt ratio

•   SCMP: China’s economic policymakers expected to implement ‘more pro-growth policies’ after high-profile March meetings

•   SCMP: China hits back at ‘irresponsible’ US report labelling it top market for fake and pirated goods

•   SCMP: US-China trade: as barriers remain to a trade solution, analysts stress need to get on the same page

•   SCMP: China should tax the rich and raise the income threshold in common prosperity push: Gree Electric chief

•   SCMP: Explainer | China’s industrial subsidies: what are they and why are they a source of tension with the West?

•   SCMP: China Covid-19 cases top 100 as Delta drives Inner Mongolia outbreak

•   SCMP: Myanmar junta rejects push for new Asean envoy to meet opponents

•   Global Times: Some Chinese cities reduce down payment to boost home sales

•   Caixin: Weekend Long Read: How Beijing Can Regain Trust of Global Institutional Investors

•   Caixin: In Depth: Chinese Companies’ Quest for Indonesian Nickel Grows Perilous

•   Caixin: China Green Bulletin: China’s Roadmap for Turning Its Power Sector Green

•   Caixin: Use Common Sense When Setting Common Prosperity Goals, Chinese Official Warns

•   Nikkei Asia: Japan's inflation spreads to tuna and beef bowls, slamming households

•   Nikkei Asia: Japan and India eye March summit to talk Quad and Ukraine

•   Nikkei Asia: Japan's first hydrogen hybrid train gears up for trial runs

•   Mainichi: Japan economy tense on commodity hikes by Ukraine invasion fears

•   Economic Times: India's GDP likely to grow at 5.8% in October-December: SBI report

•   Power Engineering: Report claims ‘serious problems’ with proposed NuScale SMR

•   reNews: 'UK can learn from offshore wind to reach net zero'

•   OilPrice.com: he U.S. Will Be A Net Oil Importer In 2022

•   MINING.com: Lithium prices rise on tight supply, strong China demand

•   For Construction Pros: Rental Industry Trend Outlook for 2022

•   Robotics & Automation News: Almost 50,000 robots expected to be shipped to warehouses by 2026

•   매경(P1): "주식에서 돈 빼자"…우크라 위기에 안전자산으로 '쩐의 이동'

•   매경: "원화값 100원 내리면 8% 수익률"…강달러에 베팅하라

•   매경: "일단 달러 쌓아두자"…强달러 당분간 지속될 듯 [WEALTH]

•   매경: [단독] 與, 추경 단독처리 압박…野 "매표용 찔끔 추경 안돼"

•   매경: 상환 미룬 자영업자 빚 1인당 3억…"이자도 못내는데 내달부터 어떻게 갚나"

•   매경: 정부 3%성장 자신하는데…노무라 "韓 올 2.1%성장"

•   매경: "韓銀 신임 총재, 시장과의 소통능력 갖춰야"

•   매경(P1): 이러려고 한국 기술 샀구나…특허괴물, 한국기업 무차별 공격

•   매경: 국내보유 특허 해외 매각때 韓기업에 소송 못걸게 해야

•   매경(P1): 與, 대선 앞 '17조5천억 추경' 밀어붙이기

•   매경: 다급한 與, 추경 늘려…600만명에 자가키트·특고엔 100만원 준다

•   매경: 국채보유 역대 최대인데…韓銀 매입부담 더 키우는 추경

•   매경(P1): [알립니다] "ESG 혜안 드립니다" 매경·4대로펌 웨비나

•   매경: 하락장에도 '활짝' 웃는 그들…공매도, 재개 이후 최대 규모

•   매경: 코인거래, 세계는 '탈중앙' 대세인데…한국은 여전히 중앙집중

•   매경: "北, 영변 5MW 원자로 계속 가동중"

•   매경: 천연가스 비상걸린 EU "韓 수입물량 양보해줄 것"

•   매경: "전기료 인상 시간문제겠네"…한전, 전기 매입가 올해만 70% 폭등

•   매경: [단독] 재계 영향 큰 사건 논의하면서 기업 빼고 회의 강행한 중노위

•   매경: 삼성, 세계 TV시장 16년째 1위

•   매경: "중대재해에 사운 걸렸다"…안전 총지휘하는 10대그룹 인사들 면모 보니

•   매경: 변동성 장세에 레버리지·곱버스 거래 급증

•   매경: [단독] "중대재해법은 과잉입법"…톱10 로펌, 위헌소송 추진

•   한경(P1): 물가·금리상승 쓰나미에도 '퍼주기 경쟁'에 빠진 이재명·윤석열

•   한경: 인플레 속 '현금복지·감세 공약' 쏟아내…누가 돼도 최소 200조

•   한경: 李측 하준경 "물가 덜 자극하게 소상공인 지원 초점"…尹측 김소영 "지출구조 효율화로 재정부담 줄일 것"

•   한경: 치솟는 외식물가 관리 나선 정부…치킨·김밥, 12개 품목 가격 공개

•   한경: "대선 전후로 주가 급등"…고수들이 찍은 지주사 톱픽은

•   한경(P1): 458조 빚폭탄 터지나…벼랑 내몰린 2030 '빚투·영끌족'

•   한경: 주담대 풀고 코인투자 비과세…'빚투' 부추기는 대선주자들

•   한경: 강남 다주택자 보유세액 1억 육박…전문가 "집값 더 오른다"

※   KB경영연구소: 2022 KB 부동산 보고서

•   한경: 반도체 EUV공정 핵심 원료…국내 中企, 첫 상용화 성공

•   한경: AI·로봇·메타버스·6G 다 들고 간다…통신사 CEO, 3년 만에 MWC '집결'

•   서경(P1): 대리운전 67%·일용직 용역 40% ↑ …고삐 풀린 서비스요금

•   서경: 삼성은 테슬라, TSMC는 도요타와 협력…차량용 반도체 시장 정조준

•   서경: 경쟁사 투자 속도내는데…삼성 M&A 행보는 주춤

•   서경: 홍남기 "디지털세 포함 업종, 합리적으로 고려해야"

•   서경: [한국 전기차 과제는] ①원인 모를 화재 빈번…‘배터리 안전’ 없인 보급 한계

•   서경(P1): 공기업 빚 매달 1조씩 불어…'부실폭탄' 떠안는 차기정부

•   서경: '脫원전·정규직' 떠넘기고 비용은 외면…공기업 채용여력도 반토막

•   서경: 평가 전권 쥔 정부 입맛따라 기준 바꿔 …경영손실은 국민 몫

•   서경: 적자 늘어도 '성과급 잔치'…방만경영 손도 못대

•   서경: 징둥 "로봇·드론도 이용…中 전지역, 주문서 배송 48시간에 끝"

•   서경: 물동량 늘고 선가 상승…조선 빅3, 순풍타나

•   조선(P1): 제때 못 먹는 ‘먹는 코로나약’

•   조선(P1): 송도선 20%가 아파트 계약 포기… 지방선 미분양 28% 증가

•   조선(P1): 학원비·밥솥까지… 339개 품목이 뛰었다

•   조선: “양파 빼고 다 올라, 짬뽕 주문 들어오면 겁부터 납니다”

•   조선: 작년 10만원에 장 본 식료품, 올해는 11만7000원

•   조선: 아파트관리비·택배비·대리비까지 무섭게 뛴다

•   조선(P1): 확진 200만명… 재택치료는 50만명 육박

•   조선: 진격의 일본 로봇, 전세계 공장 절반 장악했다

•   조선: 휘발유 5주연속 상승, 유류세 효과 사라져

•   조선: 전기트럭이냐, 수소트럭이냐… 친환경차 ‘최후의 전쟁’

•   조선: 상장 기업 절반이 ‘어닝쇼크’

•   조선비즈: 기업 CEO 10명 중 7명 “증세보다는 경제성장 먼저 지원해야”

•   조선비즈: “다음 대통령은 행복지수 높여줄까”…통계에 담긴 세대별 한숨

•   조선비즈: 두산중공업, 유상증자 마무리… 채권단 관리 졸업 ‘눈앞’

•   조선비즈: 고용 통계 해석, 전문가와 싸우는 文정부…“정부가 취업자 숫자 집착”

•   중앙(P1): [인플레의 공습…금융 대긴축 온다]정부 “물가 잡기 모든 분야 수단 총동원”…유류세 20% 인하 연장 검토

•   중앙: [인플레의 공습…금융 대긴축 온다]풀린 돈 많고 보복소비 급증…정부 2%대 물가 관리 빨간불

•   중앙: ‘주가 죽쒀도 시총은 쑥쑥’...韓미스터리, 中만도 못한 ‘이놈’ 탓

•   동아(P1): 대형마트 QR 인증 폐지… 식당-카페 밤10시까지 영업

※   복지부: 사적모임 인원 전국 6인 유지, 영업시간 22시로 완화, 내일부터 즉시 시행(2.19~3.13)

•   동아(P1): “美-이란 핵합의 초안에 韓동결 70억달러 해제 포함”

•   동아: 철근-레미콘값 급등에 건설사 비상… “내달 공사 몰리면 자재대란”

•   동아: 원자재값 폭등에 車반도체 수급난… 배터리업계 실적전망 곤두박질

•   동아: 순수토지거래 작년 124만건… 통계집계 15년 만에 최대

•   동아: 공시가 20% 오르면… 반포아파트 보유세 837만원↑

•   동아: ‘BBIG’ 시총 올들어 64조 증발… 금리인상 우려 등에 주가 부진

•   동아: 日, 대형 선박 자율주행 기술 선점… ‘선원 없는 화물선’ 시대 열었다

•   문화: ‘재건축發 집값 반등’ 우려에… 전문가들 “공급 부족, 규제 더 풀어야”

•   문화: 우크라發 대외 불확실성 확대… 물가관리 ‘비상등’

※   기재부: [보도참고] 2022년 2월 최근 경제동향

•   한국: 개미 달래기냐, MSCI 편입이냐… 딜레마 빠진 '공매도 전면 재개'

•   한국: 중국·일본은 전기차 보조금 ‘전략적 지원’… 한국은 ‘축소’ 괜찮을까?

•   국민(P1): 확진돼도 쉬쉬… ‘심리적 방역둑’ 붕괴 직전

•   국민: 국내 주요 기업들 ESG 경영 본격화 전망

•   세계(P1): 대졸 취업 늘고 고졸 줄어… 고용도 양극화

•   경향(P1): 이제 소주 한 병에 6000원?…애주가들 속 쓰리겠네

•   경향: 자율로봇이 공원 순찰…IoT로 불법주차 경고

•   머니투데이(P1): 택배노조 '최후통첩' D-1…"명분 잃은 파업, 주체·절차도 없어"

•   헤럴드경제(P1): 보조금 100%의 유혹…‘전기차 경쟁’ 연초부터 격화 [헤럴드 뷰]

•   헤럴드경제: ‘재건축發 집값 반등’ 우려에… 전문가들 “공급 부족, 규제 더 풀어야”

•   헤럴드경제: “때 놓치면 늦으리”…진입장벽 낮아진 전기차 ‘구매욕 충전’ [헤럴드 뷰-보조금 100%의 유혹, 전기차]

•   헤럴드경제: ‘우크라 리스크’ 시장에 도는 시나리오3

•   파이낸셜뉴스(P1): 이재용 '뉴삼성' 속도... 작년 R&D 22조 투자 [삼성 초격차 속도전]

•   파이낸셜뉴스: 치열해진 글로벌 파운드리 경쟁…'M&A 시계' 빨라진다 [삼성 초격차 속도전]

•   파이낸셜뉴스: 돈을 왜 묶어둬? 음악·그림·한우·빌딩까지 쪼개 투자한다 [적금 안 드는 MZ]

•   파이낸셜뉴스: "누가 돼도 새판" 조직개편 폭풍전야… 현안 뭉개며 복지부동 [대선 앞두고 손놓은 공무원사회]

•   파이낸셜뉴스: 600곳 넘는 ‘정부 위원회’도 떨고 있다… "실적 저조·기능 중복" 차기정부 통폐합 기로

•   파이낸셜뉴스: "3억 낮춘 급급매만 겨우 거래"… ‘부동산 불패’ 강남도 냉기 [얼어붙은 부동산시장]

•   파이낸셜뉴스: 신재생에너지 사업 핵심 ‘ESS’… 배터리·화학·중공업도 눈독

•   파이낸셜뉴스: ESS 활성화 정책 절실한데… 잇단 화재에 규제 강화 우려

•   아시아경제(P1): [단독]한전, 37만평 규모 美태양광발전소 인수 추진

•   아시아경제(P1): [브레이크 없는 中企대출] 코로나19로 174조 폭증…부실 경고음

•   디지털타임스(P1): [기획] 신용등급 어찌되든… 베팅하듯 재정공약

•   디지털타임스: 재건축 빨라진다는데… 강남권 `시큰둥`

•   이데일리(P1): "2월 금통위, 금리 동결…인플레에 2~4차례 더 금리 올릴 듯"

•   이데일리: "올해 성장률은 3% 가능…물가상승률 전망 최고 3%까지 상향"

•   이데일리: 정부 지원으로 버틴 자영업 가장들, 2년새 월소득 8% 줄었다

•   이데일리: 직접 전력구매제, 내달부터 본격 시행…RE100 참여 기업 늘 듯

•   이데일리: "세계 최초 D2D 배달로봇 현장 달리는데…규제가 발목"

•   연합: 올해 SOC 토지보상비 1조9천억원 풀린다…작년보다 약 50% 늘어

•   연합: "전기차 보조금, 독일·중국처럼 자국 기업 육성에 활용해야"

•   뉴스1: 두산 떠난 박용만, '인생 2막' 본격 시동…이번엔 저서 '북 토크'

•   이뉴스투데이: [단독] 설비용량 밑도는 전력공급 실태…신재생 한계 드러나다

•   더구루: "웨이퍼 수급 타이트"…日 섬코, 2026년까지 주문 꽉 차

•   더구루: [단독] '대우조선 참여' 인니 해상원전 프로젝트 시동…토르콘, 제안서 제출

•   에너지경제: [인터뷰] 장순흥 KAIST 명예교수 "탈원전으로 비싼 수업료 지불...여기서 멈춰야"

•   에너지경제: 편법 쪼개기 논란 FIT, 현물가격 상승에 이젠 인기 시들…계약 취소 움직임도

•   에너지데일리: 국내 최초 '발전공기업-글로벌 대기업' RE100 이행 협력한다

•   에너지데일리: “‘무탄소 신전원’으로 ‘수소·암모니아’가 뜨고 있다”

•   전자신문(P1): "車 색상까지 뺀다"…현대차,반도체난 속 생산 최적화 '안간힘'

•   전자신문(P1): 디지털 대전환, 해외는 뛰는데 국내는 '게걸음'

•   전자신문: 127개 반도체 중소기업 투자도 작년 68% 급증

•   전자신문: 주요 발전공기업, 올해 경영실적 전망 엇갈려...인플레 불안도 여전

•   전자신문: 국내 발전용 연료전지, 대기물량만 5.6GW…향후 제도가 변수

•   전자신문: [KISTI과학향기]먹는 코로나 치료제 도입 1개월, 얼마나 효과가 있을까?

•   ZDNet Korea: 약진하는 LG엔솔·SK온, 신중한 삼성SDI…'안하나, 못하나?'

[Opinions]

•   Project Syndicate(Nina L. Khrushcheva): Putin Is No Nixon

•   Project Syndicate(Javier Solana): Security in Ukraine and Digital Europe

•   Project Syndicate(Richard Haass): America and China's Unhappy Anniversary

•   Project Syndicate(Shang-Jin Wei): Understanding China Since Nixon

•   FT(Editorial Board): Drumbeats of war in Europe

•   FT(Martin Wolf): Fishing for Brexit opportunities will end with an unsatisfactory haul

•   FT(Gideon Rachman): How Putin took Europe to the brink of war

•   FT(John Dizard): ‘The juncture’ looms for investors

•   FT(Merryn Somerset Webb): Divesting fossil fuel stocks? That’s so last year

•   FT(Kathrin Hille): Forces driving semiconductor boom are far from over

•   FT(Jason Mitchell): Short-selling does not count as a carbon offset

•   FT(Dmitri Trenin): Arms accords between Russia and the west stand a chance despite threat of conflict

•   FT(Torsten Bell): Inflation will hit low and middle-income families hardest

•   FT(Janina Conboye): Hybrid working enters a third dimension

•   WSJ(Editorial Board): Biden’s Regulators Empower Putin

•   WSJ(Editorial Board): Russia’s Looming War on Europe

•   WSJ(Editorial Board): Russia’s Mercenary Power Play

•   WSJ(Tunku Varadarajan): How Government Spending Fuels Inflation

•   WSJ(Steven Malanga): The Red State Model for a Post-Pandemic Economy

•   NYT(Paul Krugman): Mr. Biden, Your Good Economy Won’t Sell Itself

•   NYT(Paul Krugman): Wonking Out: What to Expect When You’re Expecting Inflation

•   NYT(Spencer Bokat-Lindell): What Would It Mean to End the Covid State of Emergency?

•   NYT(): This Is the Russia-China Friendship that Nixon Feared

•   WP(Editorial Board): In Hong Kong, China’s ‘covid zero’ strategy is falling apart

•   WP(Editorial Board): After the pandemic, long covid may unleash a tidal wave of health troubles

•   WP(Editorial Board): The European Union can now get tough with miscreant members. Will it?

•   WP(Helaine Olen): The Great Resignation is also the Great Retirement of the baby boomers. That’s a problem.

•   Bloomberg(Editorial Board): A Gas-Tax Holiday Is a No Solution to Inflation

•   Bloomberg(Niall Ferguson): Investors Are Often the First Casualties of War

•   Bloomberg(David Fickling): Electric Flying Cars Are Just Dirty Old Helicopters, Rebranded

•   Bloomberg(John Authers): Ukraine Isn't the Only Thing. How About a China Pivot, and Cheap Stocks?

•   Bloomberg(Marcus Ashworth): The 2% Inflation Target Should Be Consigned to History

•   Bloomberg(Julian Lee): Iran Nuclear Deal: Can Iranian Oil Save Drivers From Expensive Gasoline?

•   Bloomberg(Karl W. Smith): The Fed Is Not the Right Place to Fight Climate Change

•   Bloomberg(Hal Brands): Ukraine Crisis: U.S. Can’t Let Russia Create a Sphere of Influence

•   Bloomberg(Tobin Harshaw): China’s Challenge to the U.S. Is So Much More Than Cold War 2

•   Bloomberg(Lionel Laurent): The EU Rattled Putin With a Sense of Purpose Over Ukraine. Will That Last?

•   Bloomberg(Faye Flam): How Long Does Covid Immunity Last? Here's What Scientists Know

•   Bloomberg(Matthew Yglesias): Cheap Gasoline Can Be Part of a Good Climate Policy

•   Bloomberg(Lisa Abramowicz): The Federal Reserve Is Veering Toward a Hard Landing

•   Bloomberg(David Wainer): Russia Might Invade Ukraine Because It Wants Its Own Sphere

•   Bloomberg(Minxin Pei): China Should Remember Lessons of Nixon Visit

•   CNBC(Frederick Kempe): Europe’s future rests on whether newfound Western common cause can counter Putin’s threats to Ukraine

•   Fox News(Mike Huckabee): Biden, Dems fueling inflation and it's hurting working-class Americans

•   Nikkei Asia(Liam Gibson): How Xi Jinping will control the 'Sinoverse'

•   한경(박주헌): 원전을 선택한 'EU 택소노미'

•   한경(한상춘): 우크라이나 사태…과연 '찻잔 속 태풍'에 그칠까