Business Intelligence Monitor 220228

(Introduction)

[Markets]

•   Global: Stocks rally, oil dips as investors eye Russia, Ukraine sanctions

※   Oil back below $100 as supply concerns ease

※   Some calm returns to markets, eyes on further sanctions

※   WSJ: Why Stocks Rebounded After Russia Invaded Ukraine

•   Natural gas: Gas prices drop after US sanctions spare Russian energy sector

•   Metals: Aluminium recoils from peak after Russia energy excluded from sanctions

•   Grains: Wheat pulls back from 13-1/2 year peak as Ukraine conflict assessed

•   한국: 우크라 사태 속 코스피 1.06% 반등…2,670대 마감

•   한국: 고유가에…풍력·원전주 치솟고 한전 '털썩'

[Indicators]

•   US Jan. Personal spending·income: U.S. Consumer Spending Rose 2.1% in January and Inflation Accelerated Amid Omicron Wave

※   Commerce Department’s inflation gauge rose 6.1% from a year earlier

※   WSJ: Fed’s Preferred Inflation Measure Reaches Fastest Pace Since 1983

•   US Jan. Pending home sales: U.S. Pending Home Sales Unexpectedly Fall by Most in 11 Months

•   US Weekly Rig count: US drillers add oil and gas rigs for a record 19th month

•   Eurozone Feb. Economic sentiment: Eurozone Economic Sentiment Rises in February

•   UK Feb. Consumer confidence: UK consumer confidence plunges as surging living costs take toll

•   한국 1월 무역지수 및 교역조건: 교역조건 10개월째 악화일로…수입금액지수 34.4% 상승

•   한국 1월 주요 유통 업체 매출: 집콕 못참아…백화점·마트 1월 매출 18% 쑥

[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: Employment, Inflation, Factories

•   FT: Key moments to come in this dark age of elected despots

•   Bloomberg: Fed’s Powell Looks to Balance Inflation, Ukraine Risks: Eco Week

[News]

•   WSJ: Russian Forces Close In on Ukraine’s Capital as Kyiv Prepares to Fight

•   WSJ: Ukraine’s Leader Zelensky Is ‘Target Number One’ for Putin

•   WSJ: Ukrainian Forces Hold Kyiv as Talks With Russia Are Planned

※   Russian troops face fierce resistance in Ukraine as Western responses against Moscow mount and Putin puts nuclear forces on alert

•   WSJ: Russia’s Tight Embrace of Belarus Raises Prospect of Nuclear Deployment

•   WSJ: U.S. Looks to New Measures to Punish Russia for Ukraine Invasion

※   Penalties unveiled Friday include sanctioning Vladimir Putin, a rare move by Washington aimed at punishing the Russian leader

•   WSJ: U.S. Sanctions Against VTB and Sberbank Aim to Disrupt Russia’s Economy

•   WSJ: EU, U.K., Canada, U.S. Plan to Cut Some Russian Banks From Swift

※   Group will also take measures to paralyze the activities of Russia’s central bank in the latest response to the Kremlin’s attack on Ukraine

•   WSJ: What Is Swift and Why Is It Being Used to Sanction Russia?

•   WSJ: U.S. Weighing New Sanctions on Russia’s Central Bank

•   WSJ: Russia Sanctions Over Ukraine Largely Spare Energy Sector, Vital to Europe

•   WSJ: For Europe, Russia Sanctions Will Sting

•   WSJ: Russia Stumbles in Biggest Test of Its Military Force

•   WSJ: Russian Bitcoin and Other Cryptocurrencies Could Be Part of Future Sanctions

•   WSJ: Ukraine War Means Another Supply Shock to Global Economy, the Last Thing It Needs

•   WSJ: Car Parts, Chips, Sunflower Oil: War in Ukraine Threatens New Shortages

•   WSJ: Russia’s Ukraine Invasion Chokes Food Exports From Global Breadbasket

•   WSJ: How Many Nuclear Weapons Does Russia Have? What to Know About Putin’s Arsenal

•   WSJ: How the West Misread Vladimir Putin

•   WSJ: Children and Belongings in Tow, Ukrainians Throng Borders Fleeing Russian Invasion

•   WSJ: Diplomats Urge State Department to Help Ukrainian Embassy Staff Left Behind

•   WSJ: Russia Sends Natural-Gas Tankers to Kaliningrad Outpost Behind NATO Lines

•   WSJ: Ordinary Ukrainians Rally to Defend Homeland From Russia

•   WSJ: In Russia, ‘Nazi’ Is the Harshest Insult for Any Foe, and Now Ukraine

•   WSJ: Oil Prices Are Another Headache for Biden—Who Can’t Do Much About It

•   WSJ: Ukraine Crisis Raises Stakes for Biden’s State of the Union Address

•   WSJ: CDC Eases Mask Guidelines, Reflecting Covid-19’s Retreat

※   About half of U.S. counties meet new threshold for recommending masks indoors, including at schools, compared with 95% under earlier metrics

•   WSJ: Fed’s Christopher Waller Lays Out Case for Half-Point March Rate Increase

•   WSJ: High Food Prices to Pressure Inflation This Year

•   WSJ: China Adjusts, and Readjusts, Its Embrace of Russia in Ukraine Crisis

•   WSJ: U.S. Looks to Make China Pay For Close Ties to Russia in Ukraine Crisis

•   WSJ: Fifty Years After Nixon’s Visit, China Tilts Back Toward Russia

•   WSJ: India Avoids Condemning Russia’s Invasion of Ukraine, Despite U.S. Pressure

•   WSJ: China Orders Hong Kong to Get Covid-19 Under Control Before Xi’s July Visit

•   WSJ: Ukraine Crisis Upends Investing Playbook for 2022

•   WSJ: Investors Bet Oil Still Has Room to Run After Touching $100

•   WSJ: U.S. Junk Bonds Hold Steady Through Ukraine Invasion

•   WSJ: South Korea Wants to Graduate From Emerging Markets

•   WSJ: SPAC Startups Made Lofty Promises. They Aren’t Working Out.

•   WSJ: SEC Probes Trading by Elon Musk and Brother in Wake of Tesla CEO’s Sales

•   WSJ: U.S. Offshore Wind Power Auction Nets Record $4.37 Billion

•   WSJ: Pfizer, Moderna and Other Drugmakers Make Billions Responding to Covid-19 Pandemic

•   WSJ: Next Threat to Prices: A Surge in Costs to Ship Products

•   WSJ: Facebook, Apple and Other Tech Giants Face Rising Pressure Over Ukraine

•   WSJ: Tech Giants Turn to a Classic Recruitment Tool: Cash

•   WSJ: U.S. Bets on Faster-Charging Battery in Race to Catch Energy Rivals

•   WSJ: Why All Those EV-Battery ‘Breakthroughs’ You Hear About Aren’t Breaking Through

•   NYT: U.S. Officials Repeatedly Urged China to Help Avert War in Ukraine

•   NYT: Chernobyl Plant Is Unharmed Despite Russian Invasion of Ukraine, Scientists Say

•   NYT: The International Energy Agency ponders market intervention over the Ukraine invasion.

•   NYT: Ukraine and the Mirage of Energy Independence

•   NYT: Putin Seems to Sideline Advisers on Ukraine, Taking a Political Risk

•   NYT: For Some Americans, Ukraine’s Fight Feels Close to Home

•   NYT: Biden Picks Ketanji Brown Jackson for Supreme Court

•   NYT: First-time vaccination rates in the U.S. are at a new low.

•   NYT: Inflation is a worry for 9 in 10 Americans polled.

•   NYT: Corporations Raise Prices as Consumers Spend ‘With a Vengeance’

•   NYT: In North Africa, Ukraine War Strains Economies Weakened by Pandemic

•   NYT: Ukraine War Forces Hungary’s Orban Into Political Contortions

•   NYT: China Banished Cryptocurrencies. Now, ‘Mining’ Is Even Dirtier.

•   NYT: U.S. Oil Industry Uses Ukraine Invasion to Push for More Drilling at Home

•   WP: At the moment he’s prepared for his whole career, Biden faces the limits of his power

•   WP: 13 days: Inside Biden’s last-ditch attempts to stop Putin in Ukraine

•   WP: How the invasion of Ukraine scrambles American energy politics

•   WP: U.S. economy appeared ready to surge, but Russia’s invasion of Ukraine could send shockwaves

•   WP: The Ukraine crisis is now a nuclear crisis

•   WP: Post-ABC poll finds a deeply pessimistic nation, worried about the economy and Biden’s leadership

•   FT: EU leaders agree more Russia sanctions, but save some for later

•   FT: West prepares to play ‘long game’ on Russian sanctions

•   FT: Russia’s bid for rapid victory meets forceful Ukrainian response

•   FT: Efforts to supply weapons to Ukraine face multiple obstacles

•   FT: West takes Putin’s nuclear threat seriously

•   FT: Western sanctions disrupt traders’ ability to buy and sell Russian assets

•   FT: The impact of throwing Russia out of Swift

•   FT: ‘A global financial pariah’: how central bank sanctions could hobble Russia

•   FT: How will Russia’s invasion of Ukraine hit the global economy?

•   FT: The new energy shock: Putin, Ukraine and the global economy

•   FT: Russia, Ukraine and the 30-year quest for a post-Soviet order

•   FT: Soaring oil prices constrain US ability to crack down on Putin

•   FT: Chip sanctions aim for Russia’s military and its tech industry hopes

•   FT: List of sanctions imposed by the west against Russia over Ukraine invasion

•   FT: S&P cuts Russia to ‘junk’ as sanctions increase financial risks

•   FT: EU industry warns on prices as Ukraine crisis drives up energy costs

•   FT: Nato alarmed by Belarus role in Ukraine assault

•   FT: Germany unveils ‘new era’ in defence policy with big military spending jump

※   On Friday, Germany not only agreed to allow countries with German weapons to send deliveries to Ukraine, it also offered to send missiles, fuel and vehicles via Poland.

•   FT: Germany overhauls defence policy in response to Russian aggression

•   FT: Norway’s $1.3tn oil fund to ditch Russian investments

•   FT: BoE signals ‘very gradual’ approach to quantitative tightening

•   FT: Rates rise on UK mortgages as lenders look to inflation fallout

•   FT: Ministers raise plans for digital tax to cut business rates

•   FT: Plans to create UK rival to Silicon Valley shelved by Boris Johnson

•   FT: UK high streets bounce back from Covid curbs as London falters

•   FT: Biden, Trump and the ‘who lost Ukraine’ debate

•   FT: Fed’s expected policy will be ‘too little too late’ on inflation, economists fear

•   FT: US midterm elections: As Texas goes, so goes the nation?

•   FT: Hong Kong’s Covid crisis and lockdown threat put city on edge

•   FT: Don’t mention the invasion: China spins Russia’s war in Ukraine

•   FT: Bolsonaro and Lula leave little space for Brazil’s ‘third way’ candidates

•   FT: ‘Investors are shocked’: how Russia’s attack roiled markets

•   FT: Investors brace for flood of mortgage bonds when Fed trims balance sheet

•   FT: Is there a new supercycle in metals and minerals?

•   FT: BP under pressure over ties to Rosneft and fuel supplies to Russian army

•   FT: BP to divest stake in Russian state-oil company Rosneft

•   FT: Volkswagen idles two German plants as supplies from Ukraine run dry

•   FT: Companies rush to build cyber defences in wake of Ukraine-Russia conflict

•   Bloomberg: War in Ukraine Spurs Rush for Gas and Cash in Jittery Neighbors

•   Bloomberg: Fed’s Bullard Still Wants to Hike Rates 100 Basis Points by July

•   Bloomberg: Fed Repeats It Will ‘Soon’ Be Time to Raise Interest Rates

•   Bloomberg: Summers Fears Ukraine Crisis Could Blunt Inflation-Fighting Push

•   Bloomberg: ECB Urges Haste on Crypto Regulation in Wake of Russian Sanctions

•   Bloomberg: Germany Backs New LNG Plants to Cut Russian Gas Dependence

•   Bloomberg: European Industry Faces Shrink or Shut Decisions on Energy Pain

•   Bloomberg: Italy Sought Russian Deals Just Before Putin Invaded Ukraine

•   Bloomberg: Lagarde Says ECB Will Do What’s Needed to Secure Stability

•   Bloomberg: Improving Outlook for Euro Area Is Now at Risk Due to Ukraine

•   Bloomberg: Goldman Ups Euro-Area Inflation Forecast on Ukraine Invasion

•   Bloomberg: Energy Firms Snap Up Russian Gas as Europe Seeks Alternatives

•   Bloomberg: IMF Ukraine Loan Payout Jeopardized by Invasion Uncertainty

•   Bloomberg: China’s Economy Stays Soft as Holidays and Virus Halt Activities

•   Bloomberg: China’s Plans for Coal Could Be Upset by Surge in Energy Prices

•   Bloomberg: Japan’s Kishida Aims to Safeguard Supply Chains with New Bill

•   Bloomberg: Economists Moving Up Expectations for Southeast Asia Rate Hikes

•   Bloomberg: Oil Jump Jolting Turkey Is Red Flag for Rest of Emerging Markets

•   Bloomberg: Inflation Shock From Ukraine War Threatens Weak Latin Economies

•   Bloomberg: India’s Slowing Economic Recovery Faces Fresh Geopolitical Risks

•   Bloomberg: India Pledges to Support Emergency Oil Releases to Calm Prices

•   Bloomberg: Surging Oil Is Budget Boon for the Middle East’s Exporters

•   Bloomberg: Treasury Market’s Wild Ride Takes a Measurable Toll on Liquidity

•   Bloomberg: Ukraine Crisis Sparks Frenzy in Global Agriculture Trade

•   Bloomberg: OPEC+ Seen Sticking to Plan Despite Price Shock from Ukraine War

•   Bloomberg: Iraq Halts Oil Fields That Can Pump Almost 500,000 Barrels a Day

•   Bloomberg: Black Sea Shipping Chaos Spreads as U.S. Oil Tanker Rates Surge

•   Bloomberg: Ukraine Invasion to Squeeze High-Quality Iron Market, Vale Says

•   Bloomberg: Commodity Prices Inflated by 40% by Risk Premiums, Analyst Says

•   Bloomberg: Oil’s War Spike to Hurt India, Philippines the Worst in Asia

•   Bloomberg: War in World’s Breadbasket Leaves Big Buyers Hunting for Grain

•   Bloomberg: Apple Has a Chance to Launch an iPhone Costing Just $199

•   Bloomberg: Wind-Power Giant Orsted Stops Buying Coal, Biomass from Russia

•   Bloomberg: Biden Proposal to Limit Emissions Resisted by Truckers Fighting Driver Shortages

•   Bloomberg: Biden Bets on U.S. Battery Independence

•   Bloomberg: Huge Chinese Desert Projects Will Power Next Wave of Wind, Solar

•   Reuters: Putin puts nuclear deterrent on alert as West rallies behind Ukraine

※   Russia-Ukraine talks imminent at Belarus border

•   Reuters: U.N. Security Council calls rare General Assembly session on Ukraine

•   Reuters: Fed warns of wage pressures as data shows inflation still rising

•   Reuters: Exclusive: ECB policymakers told Ukraine war may shave 0.3%-0.4% off GDP

※   Severe scenario puts hit to GDP close to 1%

•   Reuters: Don't go back on quicker taper plans, ECB policymakers say

•   Reuters: Nuclear, coal, LNG: 'no taboos' in Germany's energy about-face

•   Reuters: Exclusive: China boosts oil reserves, ignoring U.S. push for global release

•   Reuters: North Korea says it conducted test for developing reconnaissance satellite - KCNA

•   Reuters: Iran says ready for "immediate" nuclear deal if Western powers show real will - Twitter

•   Reuters: Iran nuclear chief says Tehran to enrich uranium to 20% even after nuclear deal- reports

•   Reuters: EXCLUSIVE India plans urea import deal with Iran using rupee payments-sources

•   Reuters: Russia's Gazprom says it is supplying gas via Ukraine to meet European demand

•   Reuters: OPEC+ deal seen on track despite Russia's Ukraine invasion -sources

•   Reuters: OPEC+ trims forecast for 2022 oil market surplus in latest data

•   Reuters: No need to cancel or postpone Mobile World Congress over Ukraine crisis, organizer says

•   Reuters: Analysis: Putin forces Germany to step up to role as global power

•   Reuters: Analysis: Russian risks stoke fears for European winter gas supplies

•   Reuters: Analysis: Geopolitical clouds gather over Europe's climate change plans

•   Reuters: Analysis: US sanctions on Russia serve China a sharp reminder of need for its own chips

•   Reuters: Analysis: Russia's Ukraine attack forces Beijing into diplomatic dance

•   Reuters: Analysis: Putin's end-game? Split Ukraine and install 'tame' leadership

•   Reuters: Analysis: SWIFT block deals crippling blow to Russia; leaves room to tighten

•   AP: Biden’s Russia sanctions may let Moscow profit from oil, gas

•   AP: EXPLAINER: Does Putin’s alert change risk of nuclear war?

•   CNN: Russia's economy is surprisingly tiny. Here's why it matters so much to you

•   CNBC: Emerging market debt funds drop as Russia’s attack ripples to different corners of financial markets

•   MarketWatch: Ukraine, surging inflation and wild price swings: How some see the state of stock market as Biden readies crucial SOTU

•   SCMP: UBS stays upbeat on stocks in China’s bear market as policy easing measures gain momentum

•   SCMP: Ukraine crisis: China walks ‘diplomatic tightrope’, but impact of sanctions on Russia seen as ‘limited’ for bilateral trade

•   SCMP: China’s financial sector must ‘develop with Chinese characteristics’ after corruption probe

•   SCMP: US, China ‘sorely need’ to resume trade talks and CPTPP could play role, American lobbyist says

•   SCMP: Ukraine crisis seen as wake-up call for China’s energy security, Beijing ‘unlikely’ to release oil reserves

•   SCMP: Chinese agency lowers Ukraine sovereign debt rating in Russian invasion aftermath

•   SCMP: Explainer | US-China trade war: was the phase-one trade deal a ‘historic failure’, and what’s next?

•   SCMP: China’s ‘common prosperity’ push, consumer nationalism stir new challenges for global brands

•   Global Times: Russia-Ukraine conflict starts to affect China-Europe trade

•   Global Times: Exclusive: Chinese embassy in Ukraine mulls alternative plans apart from charter flights to evacuate Chinese nationals amid rising tensions

•   Caixin: Cover Story: The Beginning of the End of the Post-Cold War World Order

•   Caixin: Inactivated Covid-19 Vaccines May Contaminate Inoculation Sites, China Study Says

•   Caixin: Weekend Long Read: The Weaknesses of New Structural Economics Theory’s Explanation of China’s Growth

•   Caixin: Solar Plant Installation Cost in China Increases for First Time in 15 Years

•   Caixin: Charts of the Day: China’s Local Governments Prioritize Stability With Modest GDP Targets

•   Caixin: Analysis: Ukraine Conflict Likely to Lead to a Stronger Yuan

•   Nikkei Asia: Bobcat rival Takeuchi boosts track loaders with U.S. plant buy

•   Nikkei Asia: U.S. should abandon ambiguity on Taiwan defense: Japan's Abe

•   Nikkei Asia: Japan to quintuple gasoline subsidies in wake of $100 crude

•   Nikkei Asia: Shionogi files for COVID oral drug approval after delay in trials

•   Nikkei Asia: How Russia's Ukraine attack affects Asian business: 5 things to know

•   Nikkei Asia: Ukraine conflict puts chipmakers on alert over supply of key gases

•   Nikkei Asia: China's Didi reverses course, will remain in Russia

•   Nikkei Asia: China and U.S. soar ahead in flying car patent race

•   Nikkei Asia: Chinese startup says its 3D-printed rocket can cut costs by 80%

•   Economic Times: India can be 3rd largest economy by 2030 on back of four big reforms: Arvind Panagariya

•   Economic Times: India may grow at 9.5% in 2022: Moody's

•   Economic Times: India's oil import bill to top $100 bn in current fiscal

•   Economic Times: 443 infrastructure projects show cost overruns of Rs 4.45 lakh crore

•   Power Engineering: Should we just burn hydrogen for electricity?

•   MINING.com: Committing to carbon neutrality, venturing into forward-facing commodities is miners’ way to stay in business – report

•   MINING.com: Thermal coal price hit all-time high as Europe scrambles for fuel

•   Construction Equipment: Governors Plan Big Infrastructure Investments

•   Robotics & Automation News: Universal Robots products: Transforming the industrial landscape

•   Robotics & Automation News: Caterpillar claims ‘world’s largest’ number of autonomous trucks

•   Robotics & Automation News: Global industrial robot density in manufacturing sector doubles over 2021

•   Robotics & Automation News: China aims for global leadership in robotics with new five-year plan

•   Robotics & Automation News: Why Are Servo Motors Used So Widely in Robotics?

•   매경(P1): 공급망 덮친 전쟁…기업 '비상경영'

•   매경: 韓나프타 수입, 러시아産 최대…유화업계 물량확보 초비상

•   매경: 러 금융제재 강화땐 수출대금 못 받을 판

※   기재부: [보도참고] 對러 금융제재에 따른 우리기업 대금결제 관련 대응방향

•   매경: 車수출 직격탄 우려…러시아서 2조 수주 건설사 발동동

•   매경(P1): 서울시 "올해 공시가 30% 또 올라…새정부에 종부세 개편안 제안"

•   매경: 韓, 우크라사태 피해기업에 최대 2조 금융지원

•   매경: 사전예약 돌풍 갤럭시S22 전세계 동시 출격

•   매경(P1): 원전이 주력이라는 文…운영연장은 모르쇠

•   매경: '탈원전' 문재인 정부 내내 원전백서 발간 멈췄다

•   매경: 5대은행 가계대출 두달째 감소…예·적금 올들어서만 12조 몰려

•   매경: 삼성전자선 계급장 떼고 일한다...누가 승진했는지도 '절대 비밀'

•   매경: 대포 소리 울리자…동학개미, 삼성전자 LG화학만 1조 담았다

•   매경: 이재명 윤석열 부동산세 완화 한목소리에도…닮은 듯 다른 부동산 공약[스페셜 리포트]

•   매경: 서울 올 입주 반토막…전세시장 불안 불안

•   매경: [상생경영] 코로나 위기 함께 넘었다…더 깐깐했던 'K기업 방역'

•   한경(P1): 공포가 된 중대재해…"정상업무 꿈도 못꿔"

•   한경: CEO 잡혀가고 '벌떼 수사'…"언제 망할지 몰라" 기업들 비명

•   한경: 勞, 모호한 중대재해법을 무기로 악용

•   한경(P1): 탈원전 외쳤던 문 대통령…대선 코앞서 "다시 원전"

•   한경: 국민연금 수익률 작년 10.7%…역대 2위 기록

•   한경: "이재명, 탄소배출 50% 감축 무리"…"윤석열, 원전 폐기물처리 대안 빠져"

•   한경: 현대차·쉘, 전기차 충전 인프라 확대 손 잡아

•   한경: "러·우크라 전쟁, K조선엔 기회"

•   한경(P1): 글로벌 시장 'i의 공습'

•   한경: 치솟는 물가에 '우크라 침공'까지…'쌍둥이 S'의 공포가 밀려온다

•   한경: 올해 소비자물가 4%대 찍나

•   한경: E플레이션·애그플레이션·그린플레이션·밀크플레이션…곳곳에 '인플레 지뢰밭'

•   한경: 작년 10만원이던 장바구니 상품, 올해 그대로 담았더니…

•   한경: 휘발유값 6주 연속 상승…"운전대 잡기가 무서워"

•   한경: 정치로 누른 물가, 대선 후가 더 문제

•   한경: 인플레 고통, 저소득층이 1.3배 더 크다

•   한경(P1): "살려달라는 호소 5년간 모르쇠, 이제 와서 원전이 주력이라니…"

•   서경: 李 "공공 주도" vs 尹 "민간 주도"…주택공급 확대 방식 시각차

•   서경: "세입자 빼줄 돈 없고, 팔리지도 않아요" 갭투자자 멘붕

•   서경(P1): 美·日·유럽, SWIFT 제재 착수…한러 무역 올스톱

•   서경(P1): 개학 코앞인데…'원격 - 등교' 대혼란

•   서경(P1): 3년만에 돌아온 MWC…'초연결 기술' 향연

•   서경: 메타버스 K팝 콘서트·AI 방역로봇…5G가 바꿀 미래 한눈에

•   서경: '갤북2'서 '갤S22'까지…갤럭시 생태계의 진화

•   서경: "中企 과보호가 일자리 막는다" 국책硏의 일침

•   서경: 克日 2년…잠자던 K-소부장 깨어났다

•   서경: 라스트마일에 꽂힌 모빌리티, PM 확대 바람

•   조선: PCR 검사 폭증해 판정 2~3일씩 지연… 자신도 모르는 예비 확진자 돌아다녀

•   조선: 1주일간 하루 평균 71명, 코로나 사망 최고치

•   조선(P1): 대선 열흘 앞두고 탄도미사일 쏜 北

•   조선: 코로나 확진 300만명 돌파... “3월말 정점, 5월은 돼야 안정” 전망도

•   조선: “물가 오를까봐 전기료 동결, 한국밖에 없어”

•   조선비즈: 대기업 44% “국민연금 반대 안건, 주총 통과 어렵다”

•   조선비즈: [단독]檢 “중대재해법 적용 대상에 ‘파견근로자’ 제외”... 노동부와 해석 달라

•   중앙: MZ세대 복지에 열광…집 청소, 골프회원권 대여까지

•   중앙: 각국 ‘경제 국수주의’ 노골적, 기간산업 M&A 불허 많아

•   중앙: 스마트폰 출하량은 삼성 1위인데…매출은 삼성 87조〈애플 236조원

•   동아: [단독]美, 러 수출 통제 동참 국가에 한국 또 빠져

•   동아: “욕지해상풍력 반대” 어선 200척 시위

•   동아: [단독]산업부 국장, 한수원 간부에 “월성1호 조기폐쇄 안할거면 그 자리에 있을 필요 없다”

•   동아: 여행 77%↓, 유흥 67%↓… 지역상권 30개 업종중 16개 매출 줄어

•   문화: 정부 “3월 정점 찍고 감소”라지만…의료계 “곧바로 줄진 않아”

•   문화: 한국 국가채무비율 85%가 적정하다?… ‘표심’ 노린 ‘가짜 경제학’ 판친다

•   한국: 원안위, 미허가 기기 설치 등 혐의 한수원에 320억 과징금... 역대 최대 규모

•   한국(P1): "오미크론 치명률, 의도적인 과소평가 위험하다" 전문가들의 '경고'

•   세계(P1): 오미크론 폭증에 지침 완화… 확진자 동거인, 3월부터 격리 ‘알아서’

•   한겨레: ‘비축유 방출’ 한국도 합의

•   경향(P1): 주식양도세 40%, 상위 0.1%가 납부

•   머니투데이(P1): 정부 "對러 수출통제 참여 3월초 美와 세부사항 협의"

•   머니투데이(P1): [단독]삼성 반도체 수장의 긴급 방미…백악관·파운드리 챙겼다

•   머니투데이: [단독]올해 공시가격 30% 급등 '폭탄' 없다…3가지 이유

•   머니투데이: "국내 최대규모 해상풍력 우리 손으로"...한전, 발전사업 PF조달

•   머니투데이: "워낙 전기를 많이 쓰니"…잘나가는 반도체업계 '탄소중립' 고민

•   머니투데이: '우크라 사태' 엎친 데 덮친 건설 자재가격.."공사비 인상 불가피"

•   더벨: ㈜두산, IR자료에 담은 테스나 인수 의지

•   헤럴드경제(P1): 우크라까지…소용돌이 빠진 반도체M&A [헤럴드 뷰]

•   헤럴드경제: 무산, 무산 또 무산…반도체M&A 최대장벽은 ‘규제’

•   헤럴드경제: 절대강자 없는 차량용 반도체…가장 치열해질 글로벌 전쟁터

•   헤럴드경제: 부자가 서민보다 나랏돈 더 타갔다

•   헤럴드경제: “기후위기, 북극곰만의 문제 아닌 경제·일자리 문제” [人터뷰-윤순진 탄소중립위원회 공동위원장]

•   헤럴드경제: “탄소 중립과 원자력, 병행할 수 없어…전기세 인상 필요하다” [人터뷰-윤순진 탄소중립위원회 공동위원장]

•   파이낸셜뉴스: 러 불화수소 들여왔더라면 어쩔뻔… 전화위복 된 수입 불발 [러시아 제재 후폭풍 국내경제 유탄]

•   파이낸셜뉴스: 對러 제재 속 반도체 장비주株 반사익 누리나

•   파이낸셜뉴스: 中저가공세 맞서… 한화큐셀, 美프리미엄 태양광 시장 공략

•   이데일리(P1): E 리스크 피하자'…삼성 올해 상반기 RE100 가입 추진

•   이데일리(P1): "우크라 사태, 1년이상 갈 수도…韓 인플레 압박 더 커질 것"

•   이데일리: '거품' 경고한 투자 귀재 "내년 폭락장 온다"

•   이데일리: 국민연금 대표소송 공은 소위원회로…경영계 우려는 여전

•   이데일리: 대선 틈탄 택배파업, 정부는 뒷짐..애꿎은 기업·소비자만 피해

•   연합: 오후 9시까지 전국서 13만5361명 확진…누적 300만명 넘어

•   연합: [우크라 침공] 국내 주요 기업 러시아 법인 총 53개…현대차 18개로 최다

•   연합: 구조조정 조기졸업했지만…두산 재기, 가스터빈-수소 등 신산업에 달려

•   연합: 갤S22 글로벌 품귀…미국 3개월 후 배송예상, 인도 예약신기록

•   연합: 4분기 식료품·비주류음료 실질소비지출 감소…넷 중 한집 적자

•   연합: 집값 상승에 가구당 지역 건보료 월 10만원 돌파

•   뉴시스: 두산중공업, 뉴스케일파워 美 SMR 시장 확대에 '방긋'

•   KBS: [단독] 우크라이나 前 총리에게 듣는 키예프 상황…“모든 것이 파괴”

•   더구루: 체코, 두코바니 원전 입찰 준비 순항…2024년 후보 평가 완료

•   에너지경제: [RE100] 녹색프리미엄 입찰물량의 3분의1 수준 낙찰…지난해보단 4배 가까이 늘어

•   전자신문(P1): 우크라戰, 韓 반도체 영향…네온가스값 200% '급등'

•   전자신문(P1): 신한카드, 국내 '무선 아이폰결제' 상용화

•   전자신문: 로봇 스타트업 라운지랩, 4월 완전 무인카페 오픈

•   전자신문: [세종만사]쉴 틈 없는 기재부 예산실, 공급망 협력 강화하는 산업부 장·차관

•   전자신문: 대덕전자, 올해 FC-BGA 매출 1500억 목표

•   전자신문: 솔루스첨단소재, 전지박 사업·거점 다각화…"2026년 매출 2.3조 목표"

•   로봇신문: 일본 '2022 국제로봇전(iREX 2022)', 오는 9일 개막

•   로봇신문: 지난해 중국 산업용 로봇기업 투자액 역대 최대 기록

[Opinions]

•   Project Syndicate(Nouriel Roubini): Russia's War and the Global Economy

※   It is tempting to think that the war in Ukraine will have only a minor economic and financial impact globally, given that Russia represents merely 3% of the world economy. But policymakers and financial analysts need to avoid such wishful thinking.

•   Project Syndicate(Carl Bildt): Putin's Imperial Delirium

•   Project Syndicate(Maciej Kisilowski, Anna Wojciuk): Ukraine's Lessons for NATO's Eastern Flank

•   Project Syndicate(Jason Furman): The Economic Consequences of the Ukraine War

•   Project Syndicate(Nina L. Khrushcheva): What's on Putin's Mind?

•   Project Syndicate(Ricardo Hausmann): The Case for a Punitive Tax on Russian Oil

•   Project Syndicate(William A. Haseltine): Could the COVID-19 Virus Evade the Vaccines?

•   FT(Editorial Board): Ukraine conflict raises the possibility of stagflation

•   FT(Editorial Board): A tragedy for Ukraine and all of Europe

•   FT(Editorial Board): Putin underestimated Ukraine and the west

•   FT(Rana Foroohar): China, Russia and the race to a post-dollar world

•   FT(Gideon Rachman): Vladimir Putin’s grand plan is unravelling

•   FT(Martin Sandbu): The EU must deploy financial shock and awe against Putin’s aggression

•   FT(Mohamed El-Erian): Six factors to guide investors during Ukraine turmoil

•   FT(Katie Martin): Cold market logic kicks in after Putin blindsides fund pros

•   FT(John Dizard): Ukraine war disrupts global market for grains

•   FT(Merryn Somerset Webb): The crisis in Ukraine adds a further dose of uncertainty to markets

•   FT(Theodor Weimer): Capital markets union is key to a sovereign EU

•   FT(Jonathan Guthrie): Swift delay highlights divisions in US-led sanctions alliance against Russia

•   FT(Ethan Wu): Ukraine is not yet a markets crisis

•   FT(Richard Shirreff): The politics of ‘iron and blood’ return to Europe

•   FT(Mateusz Morawiecki): Polish PM: Europe must abandon all illusions about Russia

•   FT(Joe Rennison): Credit cycle turning as Ukraine war adds to inflation concerns

•   FT(Andrew Griffith): Business and government must work together to starve Putin of resources

•   FT(Ben Hodges): Western allies must regain the initiative over Putin in the Black Sea

•   FT(Claire Jones, Joseph Cotterill): Russia’s FX reserves slip from its grasp

•   FT(Lex): China/coal: world’s biggest consumer will not suffer from disruption to Russian supplies

•   FT(Lex): Sanctions: dithering EU willing to freeze Russian central bank — but not German homes

•   WSJ(Editorial Board): John Kerry’s Ukraine Emissions

•   WSJ(Editorial Board): Taking NATO’s Article V Seriously

•   WSJ(Editorial Board): Putin’s Ukraine Slaughterhouse

•   WSJ(Editorial Board): Climate Cleanup at the Supreme Court

•   WSJ(Editorial Board): Energy, Russia and American Power

•   WSJ(Editorial Board): Taking NATO’s Article V Seriously

•   WSJ(Holman W. Jenkins, Jr.): Should We Grow Up About Energy?

•   WSJ(Kimberley A. Strassel): The Ukraine War Is Biden’s Time for Choosing

•   WSJ(Peggy Noonan): Where Putin Goes From Here

•   WSJ(Andy Kessler): Make Populism Pop Again

•   WSJ(Elaine Kamarck, William A. Galston): Will Democrats Throw It All Away in the 2024 Presidential Election?

•   WSJ(Tony Abbott): Putin Gambles That the West Is Weak

•   NYT(Editorial Board): Mr. Putin Launches a Sequel to the Cold War

•   NYT(Thomas L. Friedman): We Have Never Been Here Before

•   NYT(Ross Douthat): Vladimir Putin’s Clash of Civilizations

•   NYT(Emma Ashford): It’s Official: The Post-Cold War Era Is Over

•   NYT(Ivan Krastev): We Are All Living in Vladimir Putin’s World Now

•   NYT(Emily Tamkin): How the American Right Stopped Worrying and Learned to Love Russia

•   NYT(Maureen Dowd): Rash Putin Razes Ukraine

•   NYT(Jody Freeman): Will the Supreme Court Frustrate Efforts to Slow Climate Change?

•   WP(Editorial Board): From the streets of Russia, protests rise to the war without a cause

•   WP(Editorial Board): In a new world, the U.S. and its allies must rediscover old security truths — and develop new ones

•   WP(Editorial Board): Welcome to the pandemic twilight. But ‘endemic’ does not mean gone forever.

•   WP(Editorial Board): States are in a tax-cutting frenzy. It’s a sign of excess pandemic aid.

•   WP(Editorial Board): The war is not going Putin’s way. Congress must pass Ukraine aid swiftly.

•   WP(David Ignatius): Putin’s assault on Ukraine will shape a new world order

•   WP(Eugene Robinson): Putin’s attack on Ukraine is about more than his own delusions of grandeur

•   WP(Colbert I. King): Putin has unfinished business in America

•   WP(Matt Bai): Putin thinks he can win a new Cold War. He may be right.

•   WP(Daniel W. Drezner): The war in Ukraine is going badly for everyone

•   WP(Nataliya Gumenyuk): The saddest irony of Putin’s war on Ukraine

•   WP(Joshua Keating): Economic sanctions were designed as a severe threat. Now they’re a default policy option.

•   WP(Linda Kinstler): To understand the Ukraine-Russia conflict, look to colonialism

•   WP(Samuel A. Greene, Graeme B. Robertson): Putin’s rule depends on creating foreign enemies — and domestic ‘traitors’

•   WP(Alexandra (Sasha) Zborovsky): Putin’s war aims to undo the traumas of the 1990s for Russians

•   WP(Nataliya Gumenyuk): The saddest irony of Putin’s war on Ukraine

•   Bloomberg(Editorial Board): Economic Power is the West's Best Weapon Against Putin

•   Bloomberg(Mohamed A. El-Erian): Global Markets and Economy Can’t Escape War in Ukraine

•   Bloomberg(Justin Fox): As the Ukraine Crisis Mounts, Can the U.S. Claim Energy Independence?

•   Bloomberg(Clive Crook): Ukraine Reminds Us of What We Already Knew

•   Bloomberg(Brooke Sample): Forecasting the Housing Market Still a Loser's Bet

•   Bloomberg(Martin Ivens): Russia Invasion of Ukraine Shows the West's Embrace of Russian Money Has to End

•   Bloomberg(Andreas Kluth): Putin Has Already Caused a Revolution in Germany

•   Bloomberg(Tim Culpan, Tae Kim): Tech Sanctions Won’t Sting Russia for a While

•   Bloomberg(Stephen Mihm): Putin’s Nuclear Threat Is Terrifying Even If He’s Bluffing

•   Bloomberg(Robert Bruce Zoellick): U.S.-China Need a New Shanghai Communique on Trade, Nukes, Taiwan

•   Bloomberg(David Wainer): Russia Sanctions Over Ukraine: Europe Needs to Take Some Pain

•   Bloomberg(Jenny Paris): Waging War Through Financial Markets Is an Imperfect Tool

•   Bloomberg(Paul J. Davies): The Almighty Dollar Isn't the Currency to Fight Russia

•   CNN(Gad Levanon): The labor shortage could lead to a recession next year

•   Fox News(Tucker Carlson): Russia's invasion of Ukraine is a humiliating defeat for Joe Biden

•   Fox News(K.T. McFarland): Three ways to stop Putin's next power grab

•   Fox News(Daniel Hoffman): What does Russia's Putin fear most?

•   Fox News(James Jay Carafano): Putin's invasion, Biden's equivocation

•   Reuters(John Kemp): U.S. oil drilling rises in response to higher prices

•   Reuters(Clyde Russell): Ukraine crisis will disrupt crude, coal and LNG flows even without sanctions

•   한경(사설): 임기 다 끝나서야 '탈원전 오류' 시인하는 건가

•   한경(한상춘): 韓 경제 新위기론과 '현대공급중시경제학'

•   조선(사설): 文, 원전 생태계 망쳐 놓고 임기 끝에 “원전 충분히 활용”이라니

•   문화(정인교): 에너지 가격 고공 행진과 文정부 뒷북

•   세계(사설): 대선 앞두고 “원전이 주력 전원” 말바꾼 文, 국민 우롱하나