[Markets]
※ Brent, the international benchmark, briefly hit more than $139 a barrel, its highest level since 2008
[Indicators]
• US Jan. Consumer credit: U.S. Consumer Borrowing Gains at Slowest Pace in a Year
• Germany Jan. Factory orders: German Factory Orders Beat Expectations, Advance for Third Month
• Germany Jan. Retail sales: German retail sales partially recover in January
• UK Feb. House prices: U.K. House Prices Surge at Strongest Annual Pace Since 2007
• China Jan~Feb. Balance of trade: China’s Export Boom Eases, Raising Pressure for Stimulus
※ Policy makers face tough task of hitting ambitious growth target
• China Feb. Foreign reserves: China's Feb forex reserves fall to $3.214 trln
[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]
※ Russian forces conducted airstrikes on cities and military locations, disrupting civilian-evacuation plans, Ukraine said, while cease-fire negotiations were inconclusive
※ Central banks are delaying or softening rate increases after relying on easy money to get through the Covid-19 pandemic
• WSJ: Biden Administration Seeks to Promote Unions, Underrepresented Workers in Infrastructure Spending
※ A bipartisan group of lawmakers reached an agreement on legislation that, if passed, would bar imports of Russian energy and suspend normal trade relations with Russia and Belarus.
※ Brain scans before and after infection showed more loss of gray matter and tissue damage, mostly in areas related to smell, in people who had Covid than in those who did not.
※ He said no decision to shut off Nord Stream 1 has yet been taken, and the pipeline is currently operating “at its full capacity.”
※ Firm’s Simon Waever sees default possible as soon as April 15
※ CDS sellers demand $5.8 million upfront to protect $10 million
• Bloomberg: Russia Is Now the World's Most-Sanctioned Nation
※ European Commission to adopt new energy strategy on Tuesday
※ The nation announced 526 cases on Monday
• Reuters: CERAWEEK-U.S. climate envoy Kerry says Ukraine crisis is a 'defining moment' for the century
• SCMP: From the South China Sea to the Middle East, the US fails to live up to promises, China says
• SCMP: China to meet ‘severe’ commodity price volatility by boosting coal supply, oil and gas exploration
• Nikkei Asia: 'Walking' wheelchair takes step toward 2023 launch in Japan
• Economic Times: 'Russia-Ukraine war to weigh on India's growth'
• MINING.com: Chile a step closer to nationalizing copper and lithium
• Construction Equipment: Global Outlook Dampened: AEM
• DIGITIMES: Can SMIC help Russia survive tech sanctions?
• DIGITIMES: China to end NEV subsidy policy at end of 2022
• 매경(P1): 금감원 "대손준비금 더 쌓아라"…은행 긴급 이사회
• 매경(P1): 현대차, 중고차 진출 공식 선언…'5년·10만㎞ 이내' 차량만 판매
• 매경: 정유업계도 긴장…"수요절벽이 온다"
• 한경(P1): 대한민국을 다시 뛰게 하라
• 한경: "다주택자 향한 과도한 세금 철회를"
• 서경(P1): 유가·환율 '듀얼 스파이크'…韓경제 적색경보
※ KDI: KDI 경제동향 2022. 3
• 조선: 러, 한국 등 30여국 비우호국가로 지정
• 조선: 코로나 주간 사망자 1000명 넘어
• 인베스트조선: 수소법 개정안 통과 앞두고 두산퓨얼셀-SK에코플랜트 '복마전' 양상
• 인베스트조선: 갤럭시만의 문제일까…생태계 격변기에 어수선한 삼성전자
• 인베스트조선: 금리 상승기 새로운 도전에 직면할 韓 금융시장
• 서울: MZ세대 동학개미 뭉치자 기업들 떤다
• 서울: 에버랜드에 ‘로봇카페’ 오픈
• 머니투데이: "무인차·드론 등 미래산업 급한데...기술인력 부족 심각"
• 머니투데이: "이러면 누가 韓에 투자하겠나"…한국GM 사장 또 출국 금지
• 머니투데이: 코앞으로 다가온 대선…李 '신재생주', 尹 '원전주' 향방은?
• 파이낸셜뉴스: 현대차, 러 공장 재가동 불발… "재개 시점 미정"
• 디지털타임스(P1): 코로나 위험도 `최고단계`
• 이데일리: 2% 러시아 시장을 어찌할꼬…딜레마 빠진 삼성·LG전자
• 에너지경제: 대선 눈앞 신한울 원전 중단 근거 뒤집은 여당
• 에너지경제: 대러 경제제재 동참…러시아 LNG 수급·에너지 다변화 위협?
• 전자신문(P1): 中, 반도체 장비 수입 사상최대
• 전자신문: [스페셜리포트]'반도체 굴기' 완성하라…장비 키우는 中
• 전자신문: [스페셜리포트]중국, 반도체 첨단 공정 전환은 여전히 숙제
[Opinions]
• Project Syndicate(Joseph E. Stiglitz, Kevin P. Gallagher): The IMF's Unfinished Business
• Project Syndicate(Mohamed ElBaradei): The Nuclear Threat Is Back
• Project Syndicate(Daniel Gros): Putin's Potemkin Military
• Project Syndicate(Yasheng Huang): China's Moment of Decision
• Project Syndicate(Mohamed A. El-Erian): The Ukraine War's Multifaceted Economic Fallout
• Project Syndicate(Stephen S. Roach): Only China Can Stop Russia
• Project Syndicate(Diego Gambetta, Stephen Holmes): Explaining Europe's Reaction
• FT(Editorial Board): Vladimir Putin’s stealthy reabsorption of Belarus
• FT(Rana Foroohar): Ukraine reveals nature of war in the age of weaponised networks
• FT(Gideon Rachman): Russia is once again behind an iron curtain
• FT(Jonathan Guthrie): The chilling effect of sanctions on Russia
• FT(Derek Brower): Why oil prices might still climb higher
• FT(Oleg Ustenko): Russia’s war on Ukraine threatens a global food security crisis
• FT(Harlan Ullman): Russia’s onslaught is brutal, but it is not ‘shock and awe’
• WSJ(Gerard Baker): The Terrifying Paradox of Russian Weakness
• NYT(Paul Krugman): Why China Can’t Bail Out Putin’s Economy
• NYT(Gail Collins, Bret Stephens): Ukraine Is a Test We Cannot Fail
• NYT(Clint Watts): Will Putin’s Information Iron Curtain Backfire in Russia?
• WP(Henry Olsen): The West needs to think through the endgame it’s seeking in Ukraine
• WP(Leon Aron): Why Putin needs to watch his back
• WP(David Beasley): The Ukraine war could leave hundreds of millions hungry around the world
• WP(Khaled A. Beydoun): The world of inconsistencies between Ukraine, the Middle East and beyond
• Bloomberg(Editorial Board): Don’t Drag Banks Into the Culture Wars
• Bloomberg(Daniel Moss): China's Dilemma: Huge Growth, Achieved Carefully
• Bloomberg(David Fickling): The World Economy Can Get By Surprisingly Well With $129 Crude
• Bloomberg(John Authers): Ukraine Confronts Investors With Risks of Stagflation and Nuclear Armageddon
• Bloomberg(Jared Dillian): Buying Financial Assets Tied to Russia Isn't Totally Irrational
• Bloomberg(Gary Shilling): U.S. Debt Is Massive and Expanding. It's Also Under Control.
• Bloomberg(Therese Raphael, Sam Fazeli): Two Ways to Escape China's Zero Covid Trap
• Bloomberg(Clara Ferreira Marques): Vladimir Putin’s Goodbye Will Be a Long One
• Bloomberg(Bobby Ghosh): Why Russian Antiwar Protests Won’t Change Putin’s Mind
• Bloomberg(Amanda Little): Food Is Just as Vital as Oil to National Security
• Bloomberg(Andrea Felsted): Cracks Are Showing in Consumers’ Tolerance for Inflation
• Bloomberg(Adrian Wooldridge): As Russia's Economy Goes, So Goes State Capitalism?
• MarketWatch(Debbie Carlson): ‘Drill, baby, drill’ is back amid the energy crisis, and that puts ESG efforts on the back burner
• Fox News(Newt Gingrich, K.T. McFarland, Steve Forbes, Stephen Moore): ‘Drill, baby, drill’ is back amid the energy crisis, and that puts ESG efforts on the back burner
• Fox News(James Jay Carafano): What China is learning from Putin's Ukraine invasion
• Fox News(Robert Maginnis): Here are 6 indicators of new Cold War against Russia and China
• Fox News(Claire Christensen): China's Xi and Russia's Putin backstab Biden
• 조선(김승범): 탈원전 5년 후유증, 새 정부서 본격 시작된다
• 문화(사설): 푸틴發 오일 쇼크 급속히 현실화…탈원전 폐해 끝이 없다
• 한국(장인철): 태양광에도 정책실패 먹구름
No comments:
Post a Comment