[Markets]
※ Crude futures gain but pull back from session highs above $100
※ MSCI global stock index closes down 0.46%, gold erases rally
※ Wall Street rallies, Treasury yields pare losses
※ Prices could rise ‘substantially higher’ if conflict in eastern Europe disrupts supplies, say analysts
• 한국: 원화값 8.8원 급락…다시 1200원 깨져
[Indicators]
※ GDP expanded at pace at the end of 2021
• US Jan. New home sales: U.S. New-Home Sales Decline for First Time in Three Months
• US Weekly Jobless claims: U.S. Jobless Claims Fall Amid Tight Labor Market
• India Dec. FDI: India's total FDI inflow of USD 60.3 billion in April-Dec '21 down 10.6 per cent: Govt data
• 한국 기준금리: 기준금리 1.25% 동결…'물가'보다 '오미크론·경기'에 초점
※ 한국은행: 통화정책방향(2022.2.24)
※ 한국은행: 경제전망(2022.2월)
• 한국 4분기 가계동향: 월464만원 벌고, 340만원 쓴다…이것이 대한민국 평균
• 한국 주간 아파트 가격(부동산원): 더 얼어붙은 아파트 매매…서초구도 1년8개월만에 하락
• 한국 주간 아파트 수급동향(부동산원): 서울 아파트 시장 15주 연속 '팔자>사자'…2년7개월 만에 최저
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Worldometer: COVID Live Update
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
• Bloomberg: The Covid Resilience Ranking
[News]
※ Airstrikes hit cities, tanks roll in and casualties mount in what President Biden calls an unprovoked attack, as West pledges further action against Moscow
※ President Biden promises to make Vladimir Putin an international pariah over invasion of Ukraine
※ White House: FACT SHEET: Joined by Allies and Partners, the United States Imposes Devastating Costs on Russia
※ Beijing says it continues to respect sovereignty but points to ‘complicated and specific’ questions between Kyiv and Moscow
※ White House: The Biden-Harris Plan to Revitalize American Manufacturing and Secure Critical Supply Chains in 2022
※ European leaders to sign off measures that will hit Moscow’s access to capital markets
※ European Commission: Statement by President von der Leyen at the joint press conference with NATO Secretary-General Stoltenberg and President Michel
• Bloomberg: Global Trade Disruptions Are About to Get Worse
※ Barkin, Bostic, Mester say policy normalization should start
• Reuters: India's Modi and finance minister to discuss economic impact of Russia-Ukraine crisis - source
• Reuters: Analysis: In already bumpy year, Russia's attack on Ukraine sets stage for more market swings
• MarketWatch: Russia’s attack on Ukraine: ‘Now is not a time to be buying the dip’ in stocks, warns Wells Fargo strategist
• SCMP: China sets ‘reasonable’ price range for thermal coal, cites ‘lessons’ from recent power crunches
• Economic Times: Govt officials in huddle to assess impact of Russian aggression on Ukraine on Indian economy
• Economic Times: Uncertainties remain around India's medium-term debt trajectory: Fitch
• Economic Times: Moody's ups India's growth forecast to 9.5% for 2022; flags high oil prices, supply distortions
• OilPrice.com: Electric Vehicle Charging Prices Are Expected To Soar In Germany
• For Construction Pros: 650,000 Workers Need to Fill Construction's Labor Shortage in 2022
• 매경(P1): 걷잡을 수 없는 오미크론에…"33만명이 정점" 암울한 전망
• 한경(P1): 전기료 동결에…한전, 사상 최대 적자
• 한경TV: [단독] 우크라발 폭락장에 금융위, 증시안정펀드 추진
• 서경(P1): 文대통령 “러 경제제재 동참”…수출제한 대비 '러시아 데스크' 신설
• 서경: 무디스 韓 성장률 3.0%로 내렸다
• 조선비즈: 애플카 테마주에 들썩이는 증시 ‘풍문주의보’
• 조선비즈: 너무 커져 버린 애플 존재감…LG이노텍, 매출 75% 의존
• 조선비즈: 유경준 “이재명 국토보유세 도입하면 기업 세금 5배 늘어”
• 동아(P1): 위중증 환자 600명 육박…작년말 의료대란 재연 위기
• 머니투데이(P1): 다시 수소로 뭉쳤다..국대기업 6개사 동맹, 동해 에너지터미널 구축
• 더벨: ㈜두산으로 기운 테스나 인수전, 남은 변수는
• 헤럴드경제: 철강에 이차전지·수소 ‘투트랙’…일류 소재기업 거듭난다
• 헤럴드경제: 군산조선소 ‘말뫼의 눈물’은 없다
• 헤럴드경제: 러-우크라, 촉발한 LNG 요동…발전-조선업계 희비
• 헤럴드경제: “5G 더 빠르고 효율적으로”
• 파이낸셜뉴스: 삼성, 또 구원투수로… 이번엔 자가진단키트 대량생산 지원
• 아시아경제(P1): [조선업 인력난 비명]'수주 대박' 호황인데…일꾼이 없다
• 아시아경제(P1): [단독]수출입銀, '자원 공급망 확보' 세계 최대 글렌코어에 대출 추진
• 이데일리: 한국수력원자력, 음식물· 폐기물서 200톤 수소 생산
• 이데일리: 한국중부발전, 세계 최대 블루수소 플랜트 구축
• 이데일리: 한국남동발전, 분당·안산 등에 71MW 연료전지 설치
• 이데일리: 한국남부발전, 2030년 수소발전 1.7GW 달성한다
• 이데일리: 한국지역난방공사, 상용차 수소 인프라 구축 앞장
• 이데일리: 한국전력, 생산부터 발전까지 '전주기 기술확보' 추진
• 이데일리: 한국서부발전, 수소혼소로 탄소 배출량 획기적 감축
• 이데일리: 한국동서발전, 청정수소 벨류체인 구축에 속도 낸다
• 이데일리: 기관 짬짜미 수요예측에…금융당국도 메스 들이댄다
• 뉴시스: 원자력노조연대, 윤석열 원전산업 정책 공약 지지선언
• 에너지경제: "탄소중립, 원자력 활용한 수소 아니면 불가능…법안 개정 시급"
• 에너지경제: 에너지硏, 수소연료전지 발전효율 20% 높일 기술 개발
• 에너지경제: 글로벌 LNG 구매계약, 작년 3340만 톤…8년 만 최대치 기록
• 전자신문(P1): EU '기업 지속가능성 실사법' 발표국내 기업 ESG 경영 '비상'
• ZDNet Korea: OLED TV 공급 본격화…올해 800만대 규모
• 로봇신문: [특집]로봇기업 신년 계획 ⑤두산로보틱스㈜
• 물류신문: ‘코로나가 가져온 효과?’, 물류기업 실적은 훈풍
[Opinions]
• Project Syndicate(Keyu Jin): America Is Fueling Chinese Techno-Nationalism
• Project Syndicate(Muhammad Hamid Zaman): The Challenge of Convergent Crises
• Project Syndicate(Andrew Sheng, Xiao Geng): Resilient China
• Project Syndicate(Jeffrey Frankel): Fighting the Last Inflation War
• Project Syndicate(Joschka Fischer): Russia's Stolen Future
• Project Syndicate(Otaviano Canuto, Justin Yifu Lin, Pepe Zhang): Geopoliticized Industrial Policy Won't Work
• FT(Editorial Board): Putin opens a dark new chapter in Europe
• FT(Gideon Rachman): Putin’s war will shake the world
• FT(Martin Sandbu): Ukrainians are being punished for choosing Europe
• FT(Richard Waters): EU-US data wrangle tests digital sovereignty
• FT(Charles Calkin): Buying a property in Europe is clouded by complex rules
• FT(Tatiana Stanovaya): Putin’s invasion of Ukraine plants a bomb under the Russian state
• FT(Franz-Stefan Gady): Putin has brought conventional, bloody warfare back to Europe
• FT(Claire Jones): Russia’s invasion of Ukraine rattles markets
• WSJ(Editorial Board): How Ukraine Was Betrayed in Budapest
• WSJ(Editorial Board): Putin’s New World Disorder
• WSJ(Kenneth C. Griffin, Niall Ferguson): How to Beat Putin With Natural Gas
• WSJ(Daniel Henninger): Democrats Deserve to Lose the Midterm Elections
• WSJ(James Freeman): Russians Against Invasion
• WSJ(Walter Russell Mead): A Rogue Russia Tries to Reset the World Order
• WSJ(Karl Rove): Biden’s Fleeting Chance to Help Ukraine
• WSJ(Joseph C. Sternberg): Europe Stays in Bed After Its Ukraine Wake-Up Call
• WSJ(Robert C. O’Brien, Alexander B. Gray): A Hardheaded Guide to Deterring Russia and China
• NYT(Paul Krugman): Laundered Money Could Be Putin’s Achilles’ Heel
• NYT(Richard N. Haass): The West Must Show Putin How Wrong He Is to Choose War
• WP(Editorial Board): Why Ukraine — and Russian aggression against it — matters to Americans
• WP(Jennifer Rubin): The E.U. has exceeded expectations on Russia. It can do even more.
• WP(E.J. Dionne Jr.): How Putin’s mistakes rallied his enemies
• WP(Greg Sargent): Biden will slap sanctions on Putin. Here’s what a tough response looks like.
• WP(Robert Kagan): What we can expect after Putin’s conquest of Ukraine
• WP(Christian Caryl): Why Putin will lose his war on Ukraine
• WP(Sebastian Mallaby): How Putin has fortified Russia against the West’s sanctions
• Bloomberg(David Fickling): Russia's Invasion of Ukraine, $100 Oil Doesn't Mean Moscow Has the Upper Hand
• Bloomberg(Marcus Ashworth): Russia Invades Ukraine: Sanction Pain Being Felt Across Emerging Markets
• Bloomberg(Karl W. Smith): Fracking Is a Powerful Weapon Against Russia
• Bloomberg(Jonathan Bernstein): Six Early Thoughts on Russia's Invasion of Ukraine
• Bloomberg(Clara Ferreira Marques): Russia's Vladimir Putin Is Playing With Fire in Ukraine
• Bloomberg(Leonid Bershidsky): Putin Can Safely Ignore Russian Critics of His War -- For Now
• Bloomberg(Bobby Ghosh): Sanctions May Not Stop an Irrational Vladimir Putin
• Bloomberg(Bobby Ghosh): Russian Aggression Puts Erdogan in a Bind
• Bloomberg(Parmy Olson): Russia’s Cyber Campaign of Chaos Should Fail
• Bloomberg(Javier Blas): The Saudi Shock-and-Awe Strategy Defeated Russia in 2020. Can It Work Now?
• MarketWatch(Paul Brandus): America gets a wakeup call as Putin menaces Europe
• Fox News(Michael R. Pompeo): Putin wants to bring back the Soviet Union. We must not allow that to happen
• Fox News(Kristi Noem): Russia-Ukraine crisis: Biden's twin failures on energy and foreign policy gave Putin tools to invade
• Fox News(Rebecca Grant): There's still time for Biden, NATO to stop Russia's Putin in Ukraine
• 아시아경제(정동욱): 새 대통령이 마주할 5가지 원자력 현안
• 이데일리(사설): 원전 친환경성 높이 산 유엔보고서, 주목할 가치 크다
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