Business Intelligence Monitor 220224

(Introduction)

[Markets]

•   Global: Equities tumble and U.S. dollar rises as Russia/ Ukraine fears escalate

※   MSCI World index closes volatile session >1% lower

※   Wall St stocks add to losses

※   Brent unchanged at settlement; gold, dollar rise

※   Palladium rallies, Russia is top producer

•   Russia: Russian rouble plummets 3%, bonds hammered as Ukraine declares state of emergency

•   Metals: Aluminium and nickel cling to gains as Russia sanctions support

•   Grains: Wheat, soybeans soar to nine-year peaks on Russia-Ukraine crisis

•   한국: 코스피 사흘만에 반등…0.47% 오른 2,710대 마감

[Indicators]

•   US Weekly Mortgage rates·applications: U.S. mortgage applications drop to lowest level in over 2 years

•   China Jan. Steel production: Chinese Steel Production Languishes as Market Awaits Stimulus

•   Argentina Dec. Economic activity: Argentina’s Economy Caps Strong Second Half With December Rebound

•   한국 2021년 대외채권·채무: 작년 대외채무 6000억달러 '사상최대'…건전성 지표는 개선

•   한국 12월 및 연간 인구동향: 작년 합계출산율 0.81명…최악의 '인구절벽'

•   한국 1월 PPI: 1월 생산자물가, 전월보다 0.9%↑…유가 상승 등 영향

•   한국 1월중 기업 직접금융 조달실적: 지난달 주식 발행 10조 넘어…LG엔솔 효과에 615% 증가

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   FT: Pandemic crisis: Global economic impact tracker

•   FT: Inflation tracker: the latest figures as countries grapple with rising prices

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Ukraine Shifts to War Footing, Proclaiming State of Emergency

※   As reservists are called up, Kyiv braces for a Russian offensive as soon as Wednesday night

•   WSJ: U.S., Europe Ramp Up Sanctions on Russia, Plan More in Case of Military Escalation

※   The initial measures are aimed at penalizing Putin while also curtailing any further military ambitions in Ukraine

•   WSJ: Clash Over Ukraine Drives a Dagger Into Globalization

•   WSJ: Russian Troops Stir Global Inflation Concerns

•   WSJ: Is Russia Invading Ukraine and What Does Putin Want?

•   WSJ: Russia-Ukraine Crisis Has Big Western Businesses Bracing for Sanctions Fallout

•   WSJ: Companies Must Prepare for More Russian Cyber Activity, Experts Warn

•   WSJ: Justice Department Shifts Approach to Chinese National-Security Threats

※   Move ends Trump-era ‘China Initiative’ that led to string of failed prosecutions of academics, shifting focus to more targeted threats

•   WSJ: Fast-Spreading Covid-19 Omicron Type Revives Questions About Opening Up

•   WSJ: Ukraine Crisis Kicks Off New Superpower Struggle Among U.S., Russia and China

•   WSJ: Sanctions Threaten U.K.’s Position as Playground for Russian Oligarchs

•   WSJ: With Nord Stream 2 Freeze, Germany Takes First Step to Cut Russian Gas Reliance

•   WSJ: Former Fed Staffer: Standing Repo Facility Suffering From Stigma

•   WSJ: Tech Giants to Be Forced to Share More Data Under EU Proposal

•   NYT: Blinken cancels meeting with his Russian counterpart.

•   NYT: Russian Mercenaries Have Covertly Entered Separatist Enclaves in Ukraine

•   NYT: Russia Is Sowing Conflict. What Does That Mean for the U.S. Economy?

•   NYT: Russian companies could use cryptocurrency tools to evade sanctions.

•   NYT: On Edge of War, No Exodus From Ukraine but Anxiety Grows

•   NYT: Word by Word and Between the Lines: A Close Look at Putin’s Speech

•   NYT: Europe prepares for the arrival of Ukrainian refugees as aid groups warn of a crisis.

•   NYT: Companies in the E.U. could be held liable for violations along their supply chain.

•   NYT: Climate Fears on Back Burner as Fuel Costs Soar and Russia Crisis Deepens

•   NYT: Many Russians Feel a Deep Unease Over Going to War

•   NYT: China criticizes sanctions against Russia as ineffective and warns of wider damage.

•   NYT: How China Under Xi Jinping Is Turning Away From the World

•   NYT: For Some in England, End of Virus Rules Threatens More Isolation

•   NYT: Turkey, still recovering from pandemic lockdowns, is shocked by soaring electricity bills.

•   NYT: With some seeing parallels to Ukraine, Taiwan steps up its defenses.

•   NYT: More Trouble for a Troubled Market

•   NYT: How Markets Are Thinking About the Ukraine Battle Lines

•   NYT: How 5 Companies Are Returning to the Office

•   NYT: Climate Scientists Warn of a ‘Global Wildfire Crisis’

•   WP: What the U.S. military is doing in response to Russian actions in Ukraine

•   WP: Some lawmakers want Biden to go further on sanctions on Russia

•   WP: Don’t blink, Putin. Sanctions might be coming right at ya.

•   WP: Russia and the ongoing ‘No. 1 geopolitical foe’ question

•   WP: On Ukraine, Republicans are united on criticizing Biden, but not on how to counter Russian threat

•   FT: Russia says separatist regions have sought help to repel Ukraine ‘aggression’

※   Move is the clearest sign yet that Vladimir Putin is prepared to launch a full invasion

•   FT: EU hits Putin’s defence minister and chief of staff with sanctions over Ukraine

※   Move comes as US clamps down on Nord Stream 2 and warns Russian forces are ‘as ready as they can be’

•   FT: Ukraine crisis: Sanctions and high energy prices pose threat to global economy

•   FT: Can Europe survive without Russian gas?

•   FT: Sanofi and GSK to seek approval for delayed Covid vaccine

•   FT: Russia’s waning reliance on London markets reduces UK sanctions bite

•   FT: UK should bring forward tax rises to fight inflation, IMF says

※   IMF: UK Economy Rebounding Amid Growing Inflationary Pressures

•   FT: Johnson tells City of London to prepare for tough new sanctions on Russia

•   FT: Labour’s fight to capitalise on Boris Johnson’s scandals

•   FT: Hong Kong to give out spending vouchers as Covid cases hit record level

•   FT: Higher commodity prices to help South Africa cut debt

•   FT: Political and economic risks threaten Colombia’s recovery from pandemic

•   FT: Imposing sanctions tests market confidence

•   FT: Energy sector methane emissions under-reported by ‘alarming’ rate, IEA says

※   IEA: Global Methane Tracker 2022

•   FT: US gas industry pursues ‘responsible’ label to keep customers

•   FT: Quantum gravity sensor opens window into world beneath our feet

•   Bloomberg: Biden Expands Russia Sanctions to Nord Stream 2, Its Officers

※   Biden imposed an initial set of sanctions on Russia on Tuesday

※   White House: Statement by President Biden on Nord Stream 2

•   Bloomberg: What’s at Stake for Global Economy as Russia Standoff Escalates

•   Bloomberg: Biden’s First Round of Russian Sanctions Fail to Shock

•   Bloomberg: U.S. Eyes Oil Reserves Release as Prices Rise on Ukraine

•   Bloomberg: White House Announces $450 Million to Ease Port Congestion

•   Bloomberg: U.S. Labor Market Is Even Tighter Based on Alternative Measures

•   Bloomberg: Fed’s Daly Backs March Move Absent Big ‘Negative Surprises’

※   Backs March move ‘absent any significant negative surprises’

•   Bloomberg: Bidding Wars Hit Record as U.S. Housing Market Shows No Signs of Slowing

•   Bloomberg: EU Matches U.S. Ban on Russian Bonds in Sanctions Package

•   Bloomberg: Germany Says It Can Do Without Russian Gas. That’s a Tall Order

•   Bloomberg: EU to Enforce ‘Ethical’ Supply Chain With Stiff New Fines

※   European Commission: Just and sustainable economy: Commission lays down rules for companies to respect human rights and environment in global value chains

•   Bloomberg: Villeroy Emphasizes ECB Flexibility as Ukraine Crisis Deepens

•   Bloomberg: ECB Should Only Raise Rates After Ending Stimulus, De Cos Says

•   Bloomberg: BOE’s Biggest Dove Suggests Only Small Policy Tightening Is Needed

•   Bloomberg: Ex-PBOC Advisers Say China Has Room to Cut Rates as Fed Tightens

•   Bloomberg: China Moves a Step Closer to a National Pension System

•   Bloomberg: Shimao Misses Payment as $948 Million Debt Talks Drag On

•   Bloomberg: Communist Party Meeting May Hint at Evergrande Tycoon's Fate

•   Bloomberg: Why China Keeps on Targeting Its Technology Giants: QuickTake

•   Bloomberg: Iran Hopes Remaining Issues in Nuclear Talks Settled in Few Days

•   Bloomberg: Iran Nuclear Envoy Returns to Tehran at Critical Point for Talks

•   Bloomberg: WTO Hopes a June Meeting Can Spark Deals on Fish, Vaccines

•   Bloomberg: India RBI Rejects Inflation Fears, Signals Slower Normalization

•   Bloomberg: Argentina’s IMF Deal Will Test ‘Exceptional’ Criteria Limits

•   Bloomberg: Bolsonaro Has Narrow First-Round Lead Over Lula in Brazil Poll

•   Bloomberg: South Africa Sets a Deadline to Revamp $26 Billion of Eskom Debt

•   Bloomberg: IMF Starts Ukraine Mission for $700M Loan After Russia Escalates

•   Bloomberg: Rates Market Swings Back to Pricing In Rapid-Fire Fed Hikes

•   Bloomberg: China’s Delay in Cutting Rates Further Turns Off Bond Investor

•   Bloomberg: Russia’s Energy Influence Is ‘Blunted’ by U.S. LNG, Yergin Says

•   Bloomberg: Commodities Backwardation Jumps on Russia-Ukraine Escalation

•   Bloomberg: Inflation-Obsessed Investors Can’t Get Enough of Commodities

•   Bloomberg: Fertilizer Shortages Due to Russia-Ukraine Conflict May Hit U.S. Growing Season

•   Bloomberg: OIL DEMAND MONITOR: Costly Gasoline Yet to Slow Road Traffic

•   Bloomberg: Iran Moves More Oil Onto Ships in Preparation for a Nuclear Deal

•   Bloomberg: Russian Coal Firm Asks Clients to Postpone Deliveries on Covid

•   Bloomberg: GE CEO Sees Rising Costs Outpacing Price Increases in 2022

•   Bloomberg: Chip Supplier to Apple, Intel Warns of Tight Capacity Till 2027

•   Bloomberg: China Researcher Sees Wind and Solar Easily Beating Xi’s Goal

•   Bloomberg: China’s Solar Power Growth to Soar in 2022 on Project Pipeline

•   Reuters: Emerging markets drive global debt to record $303 trillion - IIF

•   Reuters: EU will hold emergency summit on Thursday to 'hold Russia accountable'

•   Reuters: U.S. will cut Russia off from tech, resources if Putin escalates -U.S. official

•   Reuters: Eying inflation, U.S. unlikely to block Russia oil sales if Putin invades -officials

•   Reuters: Governments should prepare to restructure, liquidate badly scarred firms - IMF

•   Reuters: COVID vaccine supply for global programme outstrips demand for first time

•   Reuters: Novavax starts shipping COVID vaccine to EU states

•   Reuters: ECB could raise rates in summer before ending bond buys: Holzmann

•   Reuters: BoE's Bailey sees inflation risk but says markets should not get carried away

•   Reuters: China says Taiwan is 'not Ukraine' as island raises alert level

•   Reuters: Analysis: Russia crisis presents Biden limited upside at home, plenty of downside

•   Reuters: Analysis: ECB has to fight housing bubble with its hands tied

•   AP: Is omicron leading us closer to herd immunity against COVID?

•   AP: AP-NORC poll: Most in US oppose major role in Russia strife

•   CNN: Don't expect the Fed to slow rate hikes just because of the midterms

•   CNBC: The market has adjusted its views of how the Federal Reserve will raise interest rates

•   CNBC: Why is there conflict in east Ukraine and what is Putin’s endgame? Here’s what you need to know

•   CNBC: Putin seeks ‘regime change’ and will likely invade the rest of Ukraine, says security analyst

•   CNBC: How a Russian invasion of Ukraine, the ‘breadbasket of Europe,’ could hit supply chains

•   CNBC: Russia’s incursion into Ukraine heightens the chance of policy mistakes by global central banks

•   CNBC: Morgan Stanley says stick to the fundamentals as the market worries over Ukraine and the Fed

•   CNBC: CDC says longer wait between Pfizer, Moderna doses may reduce myocarditis risk

•   CNBC: Number of U.S. cities with an average home price of $1 million tripled last year

•   CNBC: Chinese upstart Realme looks to take on Apple, Samsung as it launches its first high-end smartphone overseas

•   CNBC: Hydrogen generation could become a $1 trillion per year market, Goldman Sachs says

※   “We need something that takes today’s role of natural gas, especially to manage seasonality and intermittency, and that is hydrogen,”

•   MarketWatch: The next shoe to drop? The 125-year-old Dow industrials are on brink of correction. Here’s what history says happens next.

•   MarketWatch: WHO says omicron subvariant is not stopping global cases from falling, and U.S. nearing 940,000 COVID deaths

•   Yahoo Finance: Don't rule out a commodities 'super spike': Goldman Sachs

•   SCMP: China’s middle class worries about the future under Xi Jinping’s ‘common prosperity’ initiative

•   SCMP: As China’s grain security faces ‘unprecedented’ difficulties, Beijing will ramp up subsidies

•   SCMP: China population: rust-belt province Heilongjiang unveils plan to halt exodus of residents, boost births

•   Caixin: In Depth: Could Pfizer’s Drug Paxlovid Change China’s Covid Policy?

•   Caixin: Fisher: Why U.S. Rate Hikes Won’t Whack the Yuan — or Chinese Stocks

•   Nikkei Asia: Japan to impose sanctions on Russia amid Ukraine crisis: Kishida

•   Nikkei Asia: Japan materials makers embrace carbon neutral production

•   Nikkei Asia: Chinese EV demand drives new factory for Japan wire maker

•   Economic Times: India Ratings pegs FY22 GDP growth at 8.6% on data revision

•   Construction Equipment: Case Electric Excavator Revealed

•   매경(P1): [단독] 검찰 "과로사도 중대재해법 대상"…괴롭힘 출퇴근사고는 미적용

•   매경: 檢, 고용부와 핫라인…중대재해 수사 공조

•   매경: "재해 원인 제각각인데…檢지침 너무 포괄적"

•   매경(P1): [단독] UN산하기구 "원전, 신재생보다 환경 악영향 적어"

※   UNECE: Life Cycle Assessment of Electricity Generation Options

•   매경: [단독] 암초 만난 '부유식 해상풍력'…국산화한다더니 2년 허송세월

•   매경: 홍남기 "3월도 기름값 오르면 유류세 인하 연장 검토"

•   매경: 포천 100대기업 중 11곳에 최고지속가능책임자

•   매경: "12시간 연속 일하고 휴일 하루 더 갖겠다"…근무형태 확 바꾼 2030세대

•   매경: 아파트 이어 연립·다세대도 '거래 한파'

•   매경: "배달비 5천원 추가요"…짜장면 시켜먹기도 겁난다

•   매경: [Science in Biz] 탄소중립 4차 산업혁명 시대에도 석유는 여전히 보물

•   매경: [Industry Review] 디지털·녹색경제 내세우는 대선후보들…희토류 전쟁 복안은 있나

•   한경(P1): 中 자동차의 역습…韓서 전기트럭 만든다

•   한경: "이러다 중국에 안방 빼앗긴다"…한국 車업계 '초긴장'

•   한경: 수출 200만대…날개 펴는 中 자동차

•   한경: 현대차·기아, 충칭공장 스톱…中서 5년째 내리막

•   한경(P1): 쿠팡맨 6만5000여명…대형마트 3社 고용 제쳤다

•   한경: 車·반도체·가전 수출 막힐라…기업들, 러시아 제재에 촉각

•   한경: 국민연금 주주대표소송 안건 부결되나

•   한경: 일감 몰린 '컨설팅 빅3'…승자독식 굳어진다

•   한경: 로봇이 튀기는 '편의점 치킨'

•   한경: 中 동박 공급부족…SKC·일진머티리얼즈 수혜보나

•   서경(P1): [시그널] 우량 장기채도 외면…기업 투자 '빨간불'

•   서경: 신용 A급 기업도 10년물 '0'…금리 더 주고 1년짜리 CP 의존

•   서경: 건설사 '수주 6위 러 시장' 직격탄…바이오도 현지 임상·위탁생산 제동

•   서경: 상장사 3곳중 2곳, 1분기 이익 전망치 줄었다

•   서경: ① 수출 역대 최대라지만…에너지 수입 급증에 석달째 무역적자 [정치권의 韓경제 4대 착시]

•   서경: '농어촌 기본소득' 준다면서 "증권거래세 폐지"는 모순

•   서경: 확진자 폭증해도 먹거리 공급망 작동하도록… 정부 대응계획 수립

•   서경: 中저가·물량 공세에 OCI 등 국내 태양광 사업 줄줄이 중단

•   서경: [비즈카페] '슈퍼을' ASML이 中 DJEL에 공개경고한 까닭은

•   서경: '생각'으로 로봇팔 움직이고 메타버스 아바타 조종

•   서경: 초저전력 광컴퓨터·광센서 나온다

•   조선(P1): 美, 러시아 제재… 한국만 빠졌다

•   조선: 12개 외식 품목 가격 첫 공개···피자, 떡볶이 한달 전보다 최고 20% 넘게 상승

•   조선비즈: 기재부, 과장급 인사 71% 교체…부가가치세과장에 예산실 출신 한재용

•   조선비즈: 정부, 코로나19 항체 치료제 ‘렉키로나’ 신규 공급 중단

•   조선비즈: “전면전 발생하면 코스피 2500까지 하락”...최악 시나리오 나온 증권가

•   조선비즈: 탄소중립 속도내는 중국...태양광 설비 증설 역대 최대 전망

•   조선비즈: TSMC, 3㎚ 수율 문제로 곤욕… AMD CPU 생산 차질 위기

•   조선비즈: 9.11·이라크전 때도…전쟁 공포에 쏟아진 외국인 매물, 개미가 주웠다

•   조선비즈: 잠잠한 전세시장… ‘임대차법 2년’ 맞는 8월이 변곡점 될 듯

•   조선비즈: 회생계획안 제출 5일 앞둔 쌍용차… 빚 어떻게 갚을지가 관건

•   조선비즈: 44년만에 8년 재임, 이주열 한은 총재…마지막 금통위서 무슨 말 할까

•   조선비즈: 메타가 장악한 VR 시장 참전한 애플·소니… 메타버스 구현할 핵심 인프라

•   조선비즈: ‘脫삼성전자’ 선언 삼성전기, 中 샤오미 거래 매출 첫 1조원 넘어

•   인베스트조선: 채권시장 '3월 이후'만 기다리는 기업들…러-우크라 갈등·한전채는 변수

•   인베스트조선: 흔들리는 증시...양적긴축? 전쟁위기? 유동성 거품 사라진 후 '수익 증명'이 관건

•   중앙(P1): 확진 매주 두배씩…확산 너무 빠르다

※   오후 9시 기준 확진자는 16만1382명으로 전날 같은 시간대보다 3377명 늘었다

•   중앙: [View & Review] 커지는 우크라 리스크…원유 수입 5위 한국 “문제는 에너지”

•   중앙: 솔리다임 품은 SK하이닉스…키옥시아 추월, 낸드 2위로

•   중앙: 태양광 허가 2년새 10분의 1로 뚝…“설치할 땅이 없다”

•   동아(P1): [단독]文정부 규제입법 3.6%만 규제개혁위 심사 거쳐

•   동아: 상장사 규제 대폭 늘린 文정부, 규제법 77%가 신설-강화

•   동아(P1): 5~11세도 백신 맞는다… 이르면 3월부터 화이자

•   동아: [단독]남해-통영 ‘해상풍력 갈등’ 결국 헌재로… “이번주 심판 청구”

•   문화(P1): 포스코 경영까지 간섭하는 정치권

•   문화: [단독]코로나 22일 확진자數 세계 최다… 정부는 “위중증 안정” 반복

•   문화: 전문가 “엔데믹 초입?…지금은 대유행 본격 진입단계”

•   문화: ‘드론쇼 코리아’ 부산서 내일 개막… 제작업체 등 138개사 참가

•   문화: “새 정부, 부작용 큰 공약은 과감히 재검토… 전문가 집단 검증 통해 시행착오 줄여야”

•   문화: 코로나 직격탄… 음식점업 폐업률 18.1% 달해

•   문화: “우크라 사태로 韓 쌍둥이 적자 위험… 재정 비축을”

•   문화: 한전, 작년 5조 적자 추정… 올해는 10조 넘을 듯

•   한겨레: 재벌 지분 매각 ‘큰 장’…윤석열 주식 양도세 폐지에 수천억 아껴

•   한겨레: 삼성전자 직원 평균연봉 1억4천만원…등기이사는 45배

•   머니투데이(P1): '유가 100달러' 현실화···비상등 켜진 기업들 "보릿고개 각오"

•   머니투데이: 軍 UAM도 나온다...한화시스템 선점 가능성↑

•   머니투데이: 씨에스윈드, 유럽 풍력타워 기업 'ASM' 지분 100% 인수

•   더벨: '뉴 두산' 첫 M&A 주도하는 ㈜두산

•   헤럴드경제(P1): 에너지 수급 차질 발생시 정부 비축유 방출 나선다

•   헤럴드경제: 유통 대기업, 메타버스·NFT 탑승 티켓

•   헤럴드경제: 1만명 떠났는데 기사 충원 151명 불과…캄캄한 ‘택시의 미래’

•   파이낸셜뉴스(P1): 하이브리드카 100만대 시대

•   파이낸셜뉴스: 고유가에 인기 높아진 하이브리드카… ‘반쪽 친환경’은 숙제 [하이브리드카 100만대 시대]

•   파이낸셜뉴스: 니켈·리튬·망간·코발트 주요 원자재 다 올랐다… ‘K-배터리’ 직격탄 맞나

•   파이낸셜뉴스: 1년새 인력 10배 늘린 삼성 로봇팀… ‘삼성봇’ 양산 막바지

•   아시아경제(P1): [레버리지의 역습]벼랑끝에 몰린 2030…‘영끌 빚투’가 가져온 ‘깡통 계좌’

•   아시아경제: [레버리지의 역습]벼락거지 공포에 빚투…차라리 대출 힘들었다면

•   디지털타임스(P1): [기획] 文정부 임기끝 `태양광의 몰락`

•   이데일리(P1): 인간보다 똑똑한 그들이 온다…가상인간과 공존 곧 현실화

•   연합: 우크라 기업 주재원 43명 대피…러 진출 120개사와 24시간 대응

•   연합: [우크라 일촉즉발] 美 국방부 "한국의 우크라이나 지지 성명 주목"

•   연합: "수출입 물가상승률 격차 커 무역적자 확대…원유가격↑ 반도체↓"

•   연합: 창원에 하루 2천대 충전 가능한 수소 생산기지 구축…내달 착공

•   뉴스1: [단독]1월 서울 아파트 52%는 '하락거래'…삼성동 14억원 하락도

•   더구루: 카자흐스탄, '2.4GW' 원전 프로젝트 후보 6곳 압축…두산중공업 '꽃놀이패'

•   에너지경제: 올 겨울 전력수급, 글로벌에너지대란 속 날씨 덕에 ‘선방’

•   에너지경제: "RE100 불가능에 가깝다…글로벌 기업 갑질서 국내기업 보호해야"

•   에너지경제: ‘減원전’ 이재명, 공약집 보니 원전 언급 ‘0’…업계 "文정부 탈원전과 뭐가 다르냐"

•   전자신문(P1): 갤럭시S22 '품귀 현상' 현실로

•   전자신문(P1): 중국 장악한 태양광,LG전자 사업 중단

•   전자신문: 집단에너지사업자, '고사' 위기…“팔수록 손해”

•   전자신문: 삼성 vs 애플, 메타버스 기기로 격돌

•   전자신문: [미리보는 MWC]〈4〉미래기술 키워드 '메타버스·AI'

•   디지털데일리: "고물 찾아 삼만리"…韓 폐배터리 원정대 결성 이유는?

[Opinions]

•   Project Syndicate(Harold James): A New Détente

•   Project Syndicate(Charles Tannock): Putin's Endgame

•   Project Syndicate(Hippolyte Fofack): Africa's Unfinished Trade Agenda

•   FT(Editorial Board): Kremlin ties to ‘Londongrad’ need to be cut

•   FT(Megan Greene): The ECB must move slowly on interest rates

•   FT(Kathrin Hille): Ukraine crisis saddles Washington with Indo-Pacific dilemma

•   FT(Alan Beattie): Germany’s Nord Stream 2 decision shows sanctions haven’t worked

•   FT(Alyona Getmanchuk): The west is in danger of being outwitted by Putin yet again

•   FT(Lex): Sanctions: Russian banks are getting off lightly

•   WSJ(Editorial Board): With Russia’s Invasion of Ukraine, a New Cold War Arrives

•   WSJ(James Freeman): At Last, a Businessman Biden Can Blame for Raising Prices

•   WSJ(Holman W. Jenkins, Jr.): Containing Russia, Old School

•   WSJ(Jeb Hensarling): Debt and Inflation Threaten U.S. Security

•   WSJ(Steve H. Hanke, Nicholas Hanlon): Jerome Powell Is Wrong. Printing Money Causes Inflation

•   WSJ(Joe Lieberman): Ukrainian President Volodymyr Zelensky Challenges the West on Russian Aggression

•   WSJ(David Satter): Weakness at Home Drives Putin to Invade Ukraine

•   NYT(Editorial Board): No Justification for a Brazen Invasion

•   NYT(Peter Coy): With Inflation High, People Are Talking About Price Controls. Is That a Terrible Idea?

•   NYT(Bret Stephens): Ukraine and the Crisis of American Self-Belief

•   NYT(Madeleine Albright): Putin Is Making a Historic Mistake

•   WP(Editorial Board): Biden delivers a calibrated response to a threatened cataclysm in Ukraine

•   WP(Jennifer Rubin): Biden lowers the hammer on Russia, just as he vowed

•   WP(Paul Waldman): Republicans say Biden is ‘weak’ on Ukraine. What would they do differently?

•   WP(Katja Hoyer): Germany takes a first step toward renouncing Russian gas. But how long can it hold out?

•   Bloomberg(Tyler Cowen): How Reagan Would Have Handled Putin's Aggression Toward Ukraine

•   Bloomberg(Robert Burgess): Ukraine Crisis May Uncover Stealth Central Bank Put

•   Bloomberg(Timothy L. O'Brien): Which Sanctions Would Hurt Putin the Most?

•   Bloomberg(Andreas Kluth): Vladimir Putin Has a World View That Has No Room for Your Reality

•   Bloomberg(Therese Raphael, Paul J. Davies): Boris Johnson Fires a Barage of Sanctions Blanks

•   Bloomberg(Clara Ferreira Marques): Putin’s Gamble in Ukraine Risks Xi’s Friendship

•   Bloomberg(Matt Levine): Buy the Coal Plant to Stop It

•   Bloomberg(Stephen Mihm): Housing Market May Shrug Off Higher Interest Rates

•   Bloomberg(Javier Blas): Oil, Gas and Commodities Aren’t Being Weaponized — for Now

•   MarketWatch(Lukas I Alpert): I’m a former Moscow correspondent. Don’t let Vladimir Putin fool you: Russia’s war in Ukraine is only about one thing.

•   Fox News(Robert Maginnis): What's next from Russia, Ukraine and the new Cold War?

•   Fox News(David Marcus): Russia-Ukraine crisis -- It's time for Biden to surprise Putin

•   Fox News(K.T. McFarland): Russia's long game on Ukraine, energy and Europe

•   Nikkei Asia(licia Garcia-Herrero): Global chip shortage may soon turn into an oversupply crisis

•   매경(사설): EU "원전이 재생에너지보다 환경에 덜 영향" 이것이 과학이다