Business Intelligence Monitor 220307

(Introduction)

[Markets]

•   Global: Stocks slide, commodities spike as Ukraine war shakes markets

※   Ukraine overshadows solid U.S. jobs data

※   Commodities ‘melt up’ further, on par with 1915

※   European shares sink into correction territory

※   Euro heads for worst week vs dollar in nearly 2 years

•   Grains: CBOT wheat posts record weekly rise as Ukraine war drives volatility

•   한국: 긴축 우려·우크라 원전 화재에 코스피 1%대↓…2,710대 후퇴

•   한국: 환율 21개월 만에 1214원까지 치솟았다

[Indicators]

•   US Feb. Nonfarm payrolls: Strong Hiring, Low Unemployment Point to Economy Making Post-Pandemic Pivot

※   But rising oil prices and looming rate increases from the Fed pose new threats to the jobs recovery

※   WSJ: Average Wages Rose by One Penny in January, Falling Behind Inflation

※   WSJ: February Jobs Report Keeps Fed on Track to Lift Rates

※   WSJ: Job Market Looks Even Tighter as Covid-19 Recedes

•   US Weekly Rig count: US oil rig count falls even as prices rally to decade-highs

•   Eurozone Jan. Retail sales: Euro zone January retail sales rise weaker than expected

•   Germany Jan. Balance of trade: German January exports dip unexpectedly as production weakens

•   UK Feb. Construction PMI: UK construction sector activity strongest in Feb since mid-2021

•   Japan Jan. Employment: Japan’s Unemployment Edges Up Amid Record Covid Wave

•   India Feb. Services PMI: Services activity shows slight improvement, rises to 51.8 in February

•   Brazil Q4 GDP: Brazil Economy Beats Forecasts, Exits Recession on Farming

•   한국 4분기 예금취급기관 산업별대출금: 빚내서 버티는 기업들…작년 全산업 대출금 187조 늘어 최대

•   한국 2월 CPI: 2월에도 3.7% 오른 물가, 우크라 사태·유가급등에 더 오를듯

※   매경: "물가상승, 이제 시작일 수도"…5년 만에 장관급 물가 회의까지 개최

[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: Trade, ECB, Inflation

•   FT: European summits with Ukrainian questions on the agenda

•   Bloomberg: Hour of Reckoning on Russia Fallout Menaces Markets: Eco Week

[News]

•   WSJ: No Radiation Leaks Reported After Russians Take Ukrainian Nuclear Plant

※   Russian shelling leads to fear of nuclear disaster as forces shift to more indiscriminate tactics after meeting strong resistance

•   WSJ: Nuclear Power Safety in Ukraine: What to Know About the Zaporizhzhia Plant and the Fire

•   WSJ: Ukraine’s Special Forces Hold Off Russian Offensive on Kyiv’s Front Lines

※   Weapons from the West make a big difference—as do the Russians’ poor tactics, Ukrainian officers say

•   WSJ: Ukraine Faces Fresh Wave of Attacks Focused on Population Centers

※   Civilian casualties mount in Ukraine as Russian shelling, airstrikes intensify ahead of new talks

•   WSJ: A Ukrainian City Prepares for Battle Far From the Front Line

•   WSJ: How the West Unplugged Russia From the World’s Financial Systems

•   WSJ: U.S., NATO Reject Intervening in Ukraine

※   Western officials pledge to help government in Kyiv, but decline to back no-fly zone or other military measures

•   WSJ: Lindsey Graham Repeats Call for Russians to Assassinate Putin

•   WSJ: The Russia-Ukraine Cyberwar Could Outlast the Shooting War

•   WSJ: U.S. Hunts for Options to Get Polish Combat Planes to Ukraine

•   WSJ: Russia’s Military Chief Promised Quick Victory in Ukraine, but Now Faces a Potential Quagmire

•   WSJ: How Ukraine Blunted the Russian Advance

•   WSJ: Thousands of Russians Detained Following Antiwar Protests

•   WSJ: Biden Caught Between Inflation and Calls to Ban Russian Oil

•   WSJ: How War in Ukraine Drives Up Inflation at U.S. Farms, Supermarkets, Retailers

•   WSJ: Biden Finalizes ‘Buy American’ Rule for Government Procurements

•   WSJ: Biden Climate-Change Plans Gain Momentum as Democrats Retool Agenda

•   WSJ: Ukraine, Covid-19 Aid at Stake as Talks on Omnibus Spending Bill Continue

•   WSJ: U.S. Officials Meet With Regime in Venezuela, to Discuss Oil Exports to Replace Russia’s

•   WSJ: Russian Invasion of Ukraine Strains U.S.’s Strategic Ties With India

•   WSJ: Japan Sticks to Russian Oil and Gas, Bucking Western Pullouts

•   WSJ: Moscow’s Shadow Dogged China’s Economic Links to Ukraine

•   WSJ: Why China’s Banks Won’t Come to Russia’s Rescue

•   WSJ: China Opposes Sanctions and Has a Reputation for Busting Them

•   WSJ: China Sets Economic Growth Target of Around 5.5% for the Year

•   WSJ: China’s Robust Growth Target Points to More Stimulus Ahead

•   WSJ: Iran Nuclear Deal Threatened by Russian Demands Over Ukraine Sanctions

※   Western and Iranian officials have said they were very close to reaching a deal to restore the nuclear pact

•   WSJ: The ECB’s Inflation Problem Is More About Supply Than Demand

•   WSJ: France’s Far Right Outgrows Marine Le Pen

•   WSJ: Ukraine War Hits Farmers as Russia Cuts Fertilizer Supplies, Hurting Brazil

•   WSJ: Dubai Emerges as Tech Hub of the Arab World

•   WSJ: Stock Markets Usually Go Up. Sometimes, They Go Away.

•   WSJ: Russian Debt Default May Test Limits of Credit Default Swap Market

•   WSJ: Companies Scrap IPOs Amid Russian Invasion of Ukraine

•   WSJ: U.S. Funding Markets Show Signs of Stability Despite Russia Sanctions

•   WSJ: Investors See Bullish Signals Under the Stock Market’s Surface

•   WSJ: Coal Runs Hot as Russia-Ukraine War Risks Europe’s Climate Agenda

•   WSJ: Commodity Funds Draw Bets Ukraine Invasion, Russia Sanctions Will Stoke Rally

•   WSJ: Oil Buyers Paying Record Premiums for Prompt Deliveries

•   WSJ: Investors Start Buying Ukraine, Russia Bonds

•   WSJ: Russia Permits Payments to Foreign Bondholders, but Only With Rubles

•   WSJ: Sanctions on Russia Put Private Fund Backers Under the Microscope

•   WSJ: Russian Banks Turn to China to Sidestep Cutoff From Payments Systems

•   WSJ: This Russian Metals Giant Might Be Too Big to Sanction

•   WSJ: Novavax’s Covid-19 Vaccine Moves Closer to FDA Authorization Decision

•   WSJ: How the Covid-19 Test Was Won

•   WSJ: Tech Companies Are Reopening Their Offices, but Tech Work Has Changed Forever

•   WSJ: Sony, Honda to Team Up in Developing, Selling Electric Vehicles

•   WSJ: Is It the End of the Road for Computing Power?

•   WSJ: Restaurants Debate Masks as Covid-19 Rules Rapidly Disappear

•   NYT: The War in Ukraine Holds a Warning for the World Order

•   NYT: Economic Ties Among Nations Spur Peace. Or Do They?

•   NYT: Ukraine War Forces a Question: How Far East Does Europe Go?

•   NYT: How a War Helped Ease a Rift Between Britain and the E.U.

•   NYT: How China Embraces Russian Propaganda and Its Version of the War

•   NYT: For German Firms, Ties to Russia Are Personal, Not Just Financial

•   WP: Russia’s Ukraine invasion could be a global economic ‘game changer’

•   WP: Russia’s business ties to the West took 30 years to build and one week to shatter

•   WP: Trump muses on war with Russia and praises Kim Jong Un

•   WP: After Putin’s invasion of Ukraine, Moldova worries it might be next

•   WP: China says it seeks to ‘resolve’ Taiwan question, amid comparisons to Ukraine

•   WP: Taiwan’s leaders try to calm fears over Ukraine invasion, but citizens worry their island will be next

•   WP: Europe awakens to the Russian threat

•   FT: US in ‘active discussions’ over Russian oil import ban as Moscow targets Ukraine urban centres

※   Washington seeks co-ordinated embargo but is prepared to act alone, says Antony Blinken

•   FT: Zelensky’s call for volunteers to defend Ukraine heeded by thousands from abroad

•   FT: Would Putin ever really go nuclear?

•   FT: The legal fallout from the Russia sanctions

•   FT: How Ukraine tries to undercut Moscow’s censorship over Russian war victims

•   FT: Francis Fukuyama: Putin’s war on the liberal order

•   FT: Europeans rally to support Ukraine in its hour of need

•   FT: France’s Macron pledges further tax cuts as he launches re-election bid

•   FT: Eastern Europe central banks step in as currencies slide

•   FT: Ukraine invasion nudges Germany towards new security mindset

•   FT: Europe faces building material shortages as energy prices soar

•   FT: Ukraine invasion fuels ‘fastest growing refugee crisis in Europe since second world war’

•   FT: Will the Ukraine crisis alter the ECB’s monetary policy stance?

•   FT: Dutch warn against relaxing EU fiscal rules to spur defence spending

•   FT: UK’s rift with EU begins to heal as war refocuses foreign policy

•   FT: ‘I’m not sure what’s in it’. UK steps up efforts to target unvaccinated

•   FT: UK households feel the pain of inflation

•   FT: UK lacks ‘credible plan’ to drive net zero transition, Lords report warns

•   FT: Post-Brexit turmoil strains English farmers’ ties to Tory party

•   FT: Ukraine outcry and Covid chaos overshadow Xi’s celebrations

•   FT: Indian politicians brush off crime accusations in world’s largest democracy

•   FT: China investors drive frenzy for ‘Sino-Russian trade’ stocks

•   FT: Exchanges halt trading in multiple Russia ETFs after wild price swings

•   FT: Top shale oil boss warns US can’t replace any Russia shortfall

•   FT: Russia’s invasion of Ukraine adds to pressure on chip supply chain

•   FT: Billions required to prevent next pandemic, warns epidemic expert

•   FT: Companies struggle to extract staff from Ukraine and Russia

•   FT: Oil major Total sticks with Russia despite exit of rivals

•   Bloomberg: Death Toll Nears 6 Million as Pandemic Enters Its 3rd Year

•   Bloomberg: Stakes Rise as Putin Says His War in Ukraine Will Continue

•   Bloomberg: Europe Urges Fast Action on Ukrainian Nuclear Plants’ Safety

•   Bloomberg: War Exposes Europe’s Failure to Heed Warnings Over Russian Gas

•   Bloomberg: Russian Economy Staggers Into 1998 ‘Times Three’ With Foreign Exodus

•   Bloomberg: IMF Sees ‘Severe Impact’ on Global Economy From War, Sanctions

※   Fund says price shocks will have a worldwide ripple effect

※   IMF: IMF Staff Statement on the Economic Impact of War in Ukraine

•   Bloomberg: Charting the Global Economy: Commodities Fuel Yet More Inflation

•   Bloomberg: Moody’s Cuts Russia’s Rating Deeper Into Junk Territory to CA

※   Russia’s long-term issuer and senior unsecured debt ratings were cut to Ca from B3 with a negative outlook

•   Bloomberg: History Suggests Oil Shock Raises Probability of U.S. Recession

•   Bloomberg: Yellen Plugs Biden Agenda to Beat Sluggish Long-Term Growth

•   Bloomberg: Summers Says War, Excess Stimulus Raise 1970s Stagflation Risk

•   Bloomberg: Biden Called to Unleash Shale to Counter Energy Crisis

•   Bloomberg: Russia Tech Sanctions Will Stall, Not Strangle Refining Industry

•   Bloomberg: EU Members Back Ending Russia’s WTO Most-Favored-Nation Status

•   Bloomberg: ECB to Press Pause on Stimulus Exit Plan as War’s Impact Weighed

•   Bloomberg: EU Braces for Extraordinary Measures if Russia Retaliates on Gas

•   Bloomberg: U.K. Can Afford Inflation-Beating Pay Rise for Public Workers

•   Bloomberg: U.K. Factories Halt Some Production as Energy Prices Surge

•   Bloomberg: U.S. to Begin Review of Tariffs on $300 Billion of China Imports

•   Bloomberg: China Is Hidden Risk for Emerging Markets That’s Split Traders

•   Bloomberg: Xi Says China Can’t Rely on World Markets for Food Security

•   Bloomberg: Hong Kong Can Still Achieve Covid Zero, Official Says

•   Bloomberg: China Shuns Energy Use Target to Focus on Securing Fuel Supply

•   Bloomberg: PBOC Boosts Rental Housing Support With City-Specific Policy

•   Bloomberg: China-Backed Development Banks Halt Russia Loans Amid Sanctions

•   Bloomberg: Oil Shock Risks Becoming ‘Nightmare’ for India’s Central Bank

•   Bloomberg: Rising Prices Threaten Modi’s Hold on India’s Most Crucial State

•   Bloomberg: Saudi Arabia Lifts Most Covid-19 Restrictions Starting Today

•   Bloomberg: BOJ Is Said to See Oil Surge Pushing Prices Beyond Forecast

•   Bloomberg: Vietnam Mulls Shift to Covid Endemic Path as Virus Surges

•   Bloomberg: Bond Traders Have Already Downgraded Russia to a Nation of Junk

•   Bloomberg: Markets Volatility Is Only Certainty for Traders as War Rages On

•   Bloomberg: Stock Market’s ‘Denial Trade’ on Russian Invasion Is Buckling

•   Bloomberg: Gazprom Says Gas Transit via Ukraine Is in Line With Requests

•   Bloomberg: Saudi Arabia Hikes Oil Prices as Crude Surges on Ukraine War

•   Bloomberg: Chile Copper Production Seen Recovering From January’s Slump

•   Bloomberg: Libya’s Oil Production Drops as Political Crisis Deepens

•   Bloomberg: Oil Market to Get Even Tighter on Russia Disruptions, Says Vitol

•   Bloomberg: Apple Sets April 11 Return-to-Work Deadline for Office Staff

•   Bloomberg: Moderna, WHO Set for Vaccine Clash as Patents Threaten mRNA Use

•   Bloomberg: Long-Awaited Nordic Nuclear Project Faces Another Delay

•   Reuters: Exclusive: EU may curb Russia's rights in IMF

•   Reuters: Southern Europe grapples with changing face of tourism

•   Reuters: China to handle COVID clusters in a targeted, science-based manner

•   Reuters: EXCLUSIVE China asks state insurers to review exposure to Russia, Ukraine-sources

•   Reuters: China aims to build 450 GW of solar, wind power on Gobi desert

•   Reuters: China to boost coal output, reserves to ensure power supply - NDRC

•   Reuters: Japan Inc feels the heat over Russia ties as rivals shun Moscow

•   Reuters: U.S. gasoline prices soar to highest since 2008 on Russia conflict, AAA says

•   Reuters: Airspace bans and unfriendly skies around Ukraine

•   Reuters: Analysis: Russian attacks spur debate about nuclear power as climate fix

•   Reuters: Analysis: Big Oil's plastic boom threatens U.N.'s 'historic' pollution pact

•   Reuters: Analysis: Global banks face costly, arduous process to exit Russia

•   Reuters: Analysis: Chinese brands stay put in Russia for now despite Western exodus

•   Reuters: Analysis: Iranian oil could take months to flow after a nuclear deal

•   NBC: County by county, solar panels face pushback

•   CNBC: How the war in Ukraine and climate change are shaping the nuclear industry

•   CNBC: Oil and gas prices are surging — Here’s what that means for renewable energy stocks

•   CNBC: Russia’s Ukraine war could lead to the largest disruption ever in commodities supply, says Goldman

•   CNBC: The metaverse stole the show at the world’s biggest mobile event — and things got weird

•   CNBC: Folding phones could soon be mainstream, with Apple thought to have one in the works

•   CNBC: Chip shortage forces Ford to cut SUV, truck production at two plants

•   NPR: Biden gets a bounce after the State of the Union, NPR/PBS NewsHour/Marist poll shows

•   SCMP: Self-reliance: China’s top economic priority in turbulent geopolitical times

•   SCMP: China to stick with zero-Covid policy, but the rules may be ‘refined’, premier says

•   SCMP: As China’s yuan gets stronger while Ukraine crisis drives up raw material prices, exporters shy away from US dollar

•   SCMP: Chinese splurge on Russian snacks, Ukrainian food in show of solidarity with warring nations

•   SCMP: Explainer | What is the China-Europe Railway Express, and how much pressure is it under from the Ukraine crisis?

•   SCMP: Explainer | China food security: 5 major concerns, from loss of fertile land to tumbling soybean output

•   SCMP: A reprieve for coal? Xi Jinping urges ‘realism’ on China’s road to carbon goals

•   Caixin: China Green Bulletin: China’s Energy Intensity Dropped 3.8% in 2021

•   Nikkei Asia: In Asia, oil price surge stokes government fear of angry voters

•   Nikkei Asia: Chinese cooking robots enter mainstream with Olympics showcase

•   Nikkei Asia: Komatsu and Hitachi Construction halt shipments to Russia

•   Nikkei Asia: Japan's Shionogi booster delivers similar results to Pfizer: study

•   Japan Times: Is Japan on the brink of its own ‘Great Resignation’?

•   Power Engineering: Clean energy supply chains need ‘significant’ improvement, DOE report finds

•   MINING.com: How much could battery recycling actually aid cobalt, lithium supply shortages?

•   Robotics & Automation News: The Impact of Automation on the Job Market

•   Robotics & Automation News: New sensor that mimics automatic human reaction to heat could pave the way for ‘soft robots of the future’

•   매경: 李의 거래세냐, 尹의 양도세냐…'주식 계산기' 두드리는 개미들 [WEALTH]

•   매경: 해외유입 확진 고작 0.05%…기업 "입국자 격리의무 해제해야"

•   매경: '러 수출통제'서 한국 빠져…돈받을지 불안은 남아

•   매경(P1): 대기업, 수소·NFT 승부수 띄운다…올 주총시즌 정관 대폭 손질

•   매경: 사업목적에 수소·블록체인…코로나 3년차 주총 화두는 '신사업'

•   매경: 이사회 여성참여 의무화에…"여성 사외이사 모셔라" 치열한 경쟁

•   매경: 삼성전자 500만 주주들, 온라인으로 투표하세요

•   매경: "대출 숨통 트이려나"…마통 한도 늘고 주담대 금리도 내려

•   매경: 현경硏 "우크라 충격…韓 저성장·고물가 우려"

•   매경: "이대론 KDI 망해" 쇄신 주문한 홍장표

•   매경: 산업현장 파고든 5G…광산도 디지털로 전환

•   매경: "메모리, 겨울이 가고 있다"...움츠렸던 삼성전자 '8만전자' 뚫고 오를까

•   매경: 반토막난 5G 장비주…올해 주가 날개 단다

•   매경: "韓 공매도 전면 재개해야 MSCI 선진지수 편입돼"

•   한경: "현대차, 3월 러 생산 반토막"…유연탄값 하루새 45% 폭등

•   한경: 러시아 수주 물량 10조…조선3社 '속탄다'

•   한경: 北 영변 핵시설 가동정황 또 포착

•   한경: "빚내서 코로나 2년 겨우 버텼는데…" 자영업자들 '어쩌나'

•   한경: 뒤늦게 주식 손댔다가 제대로 물렸다…개미들 '비명'

•   한경: 뚝 떨어진 소형아파트 인기…수도권서도 미분양 잇따라

•   한경(P1): 시베리아철도까지 끊겼다…물류대란에 삼성·현대차 '피해 속출'

•   한경: 삼성, 러시아行 선적 중단…현대차, 9일 재가동 불투명

•   한경: 원료탄값 500달러 돌파…철강제품 줄인상 예고

•   한경(P1): 코로나 생활지원비 두 달 만에 동났다…"더 이상 감당할 수 없어"

•   한경(P1): 개미 울리는 '물적분할' 규제한다…자회사 상장앞둔 기업들 '초비상'

•   한경: "기업 승계 방안 공개하라는 건 세계에 전례 없어"

•   한경: "정부가 좋은기업 '프레임' 정해놓고 강요…안 지키면 문제기업 낙인"

•   한경: 유일로보틱스 출격 시장…분위기 바꿀까

•   한경: 12조 끌어왔다…SK '딥체인지' 비결은 PEF

•   한경: "태양광으로 로봇 돌렸더니 전기료 0원"

•   서경(P1): 인텔도 脫러시아…韓기업 '잔류-철수' 기로에

•   서경: 대한항공, 모스크바 노선 중단…가전기업은 러 프로모션 취소

•   서경: 루블화 폭락에 인수거부 속출…중기 "대금 회수 사실상 불가"

•   서경(P1): 울진 산불, 삼척까지 번져 LNG기지 '초비상'

•   서경: "보은인사 없다"던 文, 정권말 '낙하산 감사' 줄줄이 내리꽂아

•   서경: "국민연금 낸 만큼 받을 수 있게 바꾸고…공무원연금과도 합쳐야"

•   서경: 낮은 대출 문턱·가격에…지난해 비규제 지역 거래량 증가

•   서경: 모비스, 칩 설계 경력직 채용…삼성과 첨단칩 개발 추진

•   서경(P1): [단독] LG화학, 한양대 '배터리 특허' 수백억에 샀다

•   서경: [중대재해법 A to Z] 안전책임자 입건 사례 '0'…바지사장 꼼수 안통했다

•   서경: 정부 '쌈짓돈' 재정증권 금리도 급등…나라살림 더 팍팍

•   서경: 다시 뜨는 환테크…달러예금에 3조 몰렸다

•   서경: [View&Insight] 中 '1500弗 로봇개'에…갈길 바빠진 삼성

•   조선: “화이자·모더나 백신... 급성심근염과 인과성 충분”

•   조선: 비난 쏟아진 갤S22 ‘성능 저하 앱’… 삼성전자 “업데이트로 개선하겠다”

•   조선: 서울아파트 매매 80% 급감… ‘노·도·강’이 더 심해

•   조선(P1): “용암 보는 듯”... 40%만 잡힌 산불, 벌써 축구장 2만개 면적 태웠다

•   조선(P1): 사전투표 중에 北미사일 도발

•   조선: “原電 주력전원은 말장난… 학계 이미 큰 상처”

•   조선: ‘스텔스 오미크론’ 한달새 10배 폭증

•   조선: 서울서도 청약 1순위 미달 나왔다

•   조선: 줄줄이 오르는 철강제품

•   조선비즈: 3년째 발 묶인 120조 용인 반도체 클러스터… “보상 더” 토지 수용률 30% 불과

•   조선비즈: LNG·유류·석탄 연료비 치솟는데… 우크라 위기서 빛난 원전

•   조선비즈: 4개월 연속 늘어난 ‘미분양’ 전문가 판단은… “위험 수준 아냐”

•   조선비즈: 삼성전자-LGD·삼성D, 패널 가격 협상 난항에 OLED TV 출시 적신호

•   인베스트조선: '수소' 사라지고 'SW' 부상한 현대차 인베스터데이

•   중앙(P1): 확진·사망자 최다치 기록한 날…정부, 또 방역 완화

※   복지부: 사적모임 인원 전국 6인 유지, 영업시간 23시로 완화, 내일부터 즉시 시행(3.5~3.20)

•   중앙: K-방역 믿다 오미크론 확산, 확진자 발생률 미·영보다 높아

•   중앙: 백신 접종 후 감염 땐 항체 10배 늘지만, 100% 면역 보장 못 해

•   중앙: 맥매스터 “침공은 푸틴의 전략적 오판…시진핑, 북한 이용하듯 러 활용”

•   중앙: 거리두기 완화·개학에 선거까지…전문가 “정점 예측 더 어려워져”

•   동아: 사무실 ‘내 자리’ 파괴… 다리 쭉 뻗고, 출근전 앱으로 찜

•   한국: 고조되는 '러 디폴트' 우려…위험노출액 적지만 한국도 '사정권'

•   한국(P1): "대선 직후 중환자 치솟을 것"... 열흘 만에 위중증 300명 늘었다

•   한국: 정부, 유가 급등에 유류세 인하폭 더 늘릴수도… "30% 적용 땐 1L당 305원↓"

•   국민: 성능 논란 갤럭시·반쪽짜리 아이폰… 선택지 없는 ‘폰 시장’

•   한겨레: 송영길 “신한울 3·4호기 건설 여부, 공론화위서 다시 결정하겠다”

•   경향: “정시 출퇴근 안 지키는 회사는 싫어”

•   경향: 대선 끝나면 집값 어디로…‘매매 하락·전세 상승’ 탄력받나

•   머니투데이(P1): "주주소통 결과 이사회에 보고"···SK, 4년만에 지배구조헌장 '전면 개정'

•   머니투데이: '친환경 우수상' 받고 더 급한 삼성·LG…"RE100 속도전"

•   헤럴드경제: 1분기 회사채 수요예측 매듭 수순...발행사 신용등급 따라 ‘희비교차’

•   파이낸셜뉴스: 삼성, 올해 ‘AR 글래스’ 출시… 애플과 한판승부 예고

•   디지털타임스(P1): 대기업 절반 "상반기 채용계획 없다"

•   디지털타임스: 상장사 절반 공모가 하회, 올 IPO 시장 꽁꽁 얼었다

•   이데일리(P1): 5년새 두배 수익…M&A 도깨비 방망이 '카브아웃' 뜬다

•   이데일리: ‘인수하면 무조건 번다'…M&A 핫 키워드로 떠오른 카브아웃

•   이데일리: 커브아웃딜 활성화 배경엔 '일감 몰아주기 규제'

•   이데일리(P1): "경제안보가 국운 결정…한국판 '국가경제위' 설립해야"

•   연합: 오후 9시까지 전국서 20만405명 확진…어제보다 3만1901명 적어

•   연합: 공정위 전속고발권 운명 대선결과에 달렸다…"폐지"vs"제도보완"

•   연합: 대선 후 세금·재정 어디로…누가 당선돼도 1주택자 종부세 완화

•   연합: 삼성전자 갤럭시A 시리즈 이달 중순 공개…아이폰 SE에 '맞불'

•   연합: OECD 1월 물가 상승률 31년 만에 최고…한국, 38개국 중 29위

•   연합: "착한 기업은 근로 재해 예방하고 워라밸 높이는 기업"

•   연합: "테슬라 원통형 배터리, 전기차 시장의 '게임 체인저' 될 것"

•   연합: [미얀마르포] 버스비도 식용유 값도 '천정부지'…허리 휘는 서민들

•   더구루: "경제성 분석 생략" 체코 환경단체 반발…두코바니 원전 발목

•   더구루: 3D 카메라 시장 2030년 88조 전망…유망주는?

•   비즈니스포스트: SK에코플랜트 수소연료전지 부품 국산화, 박경일 시장 점유율 높인다

•   에너지경제: "원전 보릿고개 끝났다"…업계, 李 '減원전' 尹 탈원전 폐기 공약에 기대감↑

•   에너지경제: [팩트체크] 원전, 산불·피격에도 안전한가?..."두꺼운 격납용기로 보호, 세계 3대 사고에도 문제 없어"

•   에너지경제: "난방용 에너지 탄소중립, 천연가스 인프라 활용해야"

•   에너지경제: "글로벌 에너지가격 고공행진에 원전 사용·전기요금 인상 불가피"

•   전자신문: [MWC22 결산] 최대 화두는 '메타버스'…5G 혁신 촉발

•   전자신문: [세종만사] 접속자 폭증에 영상회의 먹통되기도

•   전자신문: [단독]기아, 반도체난 특단책 "내비 빼면 한 달 내 출고"

•   전자신문: 정부, 올해 서비스로봇 1600대 보급

•   전자신문: IT업계, 미래차 시장 정조준···“센서부터 에너지 관리까지”

[Opinions]

•   Project Syndicate(Oleg Ustenko): Boycott Russian Energy Now

•   Project Syndicate(Zach Meyers): The EU's Antitrust Lessons for America

•   Project Syndicate(Carlo Ratti): Where Is Dubai Leading Us?

•   Project Syndicate(Susan Stokes): The Global Struggle for Democracy Is in Ukraine

•   FT(Editorial Board): The week the world changed

•   FT(Editorial Board): War in Ukraine sparks a commodity crisis

•   FT(Editorial Board): Putin’s war on Ukraine is taking a grave human toll

•   FT(Martin Wolf): Rishi Sunak owes Britain more than warmed-over Thatcherism

•   FT(Janan Ganesh): The debt that pleasure owes to power

•   FT(Robert Shrimsley): Putin proves my point. Whatever it is

•   FT(John Dizard): A future based on hydrogen fuel seems a way off

•   FT(Tim Harford): Putin’s actions make no sense. That is his strength

•   FT(Chrystia Freeland): Ukraine has shaken the world’s older democracies out of our malaise

•   FT(Paul McNamara): The bleak market outcome for Russia after Ukraine invasion

•   FT(Stefan Wagstyl): Emerging markets: where investing and politics meet

•   FT(Jeremy Shapiro): Russia’s nuclear alert means Nato must tread carefully

•   FT(Philip Coggan): When global market bets went wrong

•   FT(Sylvie Kauffmann): A new Europe is emerging from the tragedy of Ukraine

•   FT(Lex): Driverless cars: convenience means congestion

•   WSJ(Editorial Board): China’s Bad Ukraine War

•   WSJ(Editorial Board): Taking Dictators Literally and Seriously

•   WSJ(Editorial Board): Everything America Won’t Do on Ukraine

•   WSJ(Editorial Board): Biden’s Fossil-Fuel Blockade

•   WSJ(Editorial Board): The Iran-Russia Nuclear Nexus

•   WSJ(Editorial Board): Hitting Putin Where It Hurts by Sanctioning Russia’s Oil Exports

•   WSJ(Thomas Sargent, William Silber): Inflation, Deficits and Paul Volcker

•   WSJ(Jason Furman): Bad News About the Good Inflation News

•   WSJ(Holman W. Jenkins, Jr.): Putin the Not So Great

•   WSJ(Walter Russell Mead): The Cost of Neglecting the Middle East

•   WSJ(Andy Kessler): Putin’s ‘Vertical’ Empire Will Fall

•   WSJ(Sadanand Dhume): The Russian Challenge to India-U.S. Ties

•   WSJ(Tunku Varadarajan): The Two Blunders That Caused the Ukraine War

•   WSJ(James L. Regens, Eugene A. Hughes): Putin’s Other Nuclear Threat

•   WSJ(Mark Brnovich): ESG May Be an Antitrust Violation

•   WSJ(Natalie Jaresko): What the U.S. Can Do for Ukraine

•   NYT(Boris Johnson): 6 Steps the West Must Take to Help Ukraine Right Now

•   NYT(Paul Krugman): Wonking Out: Putin’s Other Big Miscalculation

•   NYT(Thomas L. Friedman): The Cancellation of Mother Russia Is Underway

•   NYT(Ross Douthat): How to Stop a Nuclear War

•   NYT(Jeffrey Shaman): What Will Our Covid Future Be Like? Here Are Two Signs to Look Out For.

•   NYT(Anastasiia Lapatina): Putin Picked the Wrong Country to Mess With

•   NYT(Farah Stockman): Biden’s Pro-Labor Vision Goes Beyond America

•   WP(Editorial Board): Russia’s invasion of Ukraine signals a new era of energy geopolitics

•   WP(Editorial Board): For the dangerous skies over Ukraine, a calibrated NATO response works best

•   WP(Catherine Rampell): The job market is booming. So why doesn’t it feel like it?

•   WP(David Ignatius): Putin misjudged his adversary and squandered his military advantages

•   WP(Henry Olsen): As push to ban Russian oil builds, Biden has an opportunity to lead

•   WP(Jennifer Rubin): Biden can hope the worst is behind him

•   WP(Fareed Zakaria): The sanctions that will really stop Putin

•   WP(Jason Willick): Putin has a huge advantage in the kind of nuclear weapon he would be most likely to use

•   WP(Keith B. Richburg): China faces a new, uneasy balancing act on Russia and Ukraine

•   WP(Nellie Liang): ‘Stablecoins’ claim to be a safer cryptocurrency — but they’re far from risk-free

•   Bloomberg(Conor Sen): Progressive Economic Policy Only Gets Harder From Here

•   Bloomberg(Justin Fox): Want to Reduce Dependence on Russian Energy? Get a Heat Pump

•   Bloomberg(Justin Fox): Russia's Economic Stagnation in Five Charts

•   Bloomberg(Tyler Cowen): Ukraine Nuclear Power Plant Attack: What Is Putin Thinking?

•   Bloomberg(Liam Denning): Reducing Dependence on Russian Energy Is More Realistic Than You Think

•   Bloomberg(Julian Lee): OPEC+’s 13-Minute Meeting Shows It's Making Itself Irrelevant

•   Bloomberg(Nir Kaissar): Companies Exploit Inflation to Pad Their Bottom Lines

•   Bloomberg(Jonathan Bernstein): Ukraine Invasion: Republicans Have Nothing to Offer

•   Bloomberg(Martin Ivens): U.K. Prime Minister Boris Johnson Needs to Be Honest About the Economy

•   Bloomberg(Hal Brands): Russia Invades Ukraine: Aiding a Resistance Would Be Risky for U.S.

•   Bloomberg(James Stavridis): The U.S. Can Turn Europe Into Putin's Nightmare

•   Bloomberg(Noah Feldman): Sanctions Test Faith in the Power of Economics

•   Bloomberg(Hussein Ibish): Ukraine War: Israel, Saudi Arabia, UAE, Iran and Syria Feel U.S.-Russia Squeeze

•   Bloomberg(Lara Williams): Ukraine Refugee Crisis Unites Europe Against Putin's Invasion

•   Bloomberg(Lisa Abramowicz): Bond Market Sees a Recession In the Oil Shock

•   Bloomberg(Parmy Olson): China's Great Firewall Has Inspired Russia to Try to Raise an Iron One

•   Bloomberg(Jonathan Levin): Jobs Report: Markets Care More About Inflation Than Employment

•   Bloomberg(Richard Cookson): Emerging Markets Are the Canaries in the Credit Mines

•   CNN(Mark Zandi): What Russia's invasion of Ukraine could mean for the US economic recovery

•   Fox News(Judith Miller): Putin's nuclear blackmail of Ukraine and the West continues

•   Fox News(Joe Lieberman , Mark D. Wallace): After Ukraine invasion, U.S. should walk away from nuclear talks with Iran

•   한경(박석순): 탄소세가 넘어야 할 난공불락의 장벽

•   서경(김현상): 차기 정부에 바라는 에너지 백년대계

•   서경(윤홍우): 유럽의 원전을 깨우는 우크라이나 전쟁

•   중앙(박상욱): 차기 정부는 사용후핵연료 해결 첫 발 떼야