Business Intelligence Monitor 220314

(Introduction)

[Markets]

•   Global: World shares fall on Ukraine conflict, looming U.S. rate hikes

•   Metals: Aluminium set for big weekly fall in volatile market

•   Uranium: Uranium Surges to Highest Since Fukushima on Russian War

•   Grains: U.S. wheat, corn futures rise; soybeans fall

•   한국: 인플레 압박에 코스피 0.71% 하락…외국인 닷새째 순매도

•   한국: 주요 원전 관련주 10%, 건설기업주 8% 넘게 급등

[Indicators]

•   US Mar. Consumer sentiment: U.S. Consumer Sentiment Sinks as Inflation Expectations Soar

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for ninth time in 10 weeks -Baker Hughes

•   UK Jan. GDP: UK economy rebounds but Ukraine war clouds outlook

•   UK Jan. Balance of trade: U.K Trade Deficit Widens to Most Since 1996 as Exports Drop

•   China Feb. Credit: China Credit Growth Slows More Than Expected Despite Easing

•   Japan Jan. Household spending: Japan’s Household Spending Falls Amid Fears of Economic Setback

•   Brazil Feb. CPI: Brazil Inflation Surpasses Forecasts as War Drives Up Prices

•   한국 1월 경상수지: 1월 경상수지 18억달러 흑자…유가 등에 1년전보다 50억달러↓

•   한국 2월 국제금융·외환시장 동향: 우크라 사태에 외국인, 지난달 국내 주식 2.3兆 팔았다

•   한국 3월 1~10 수출: 3월 1∼10일 수출 187억달러, 14.9%↑…무역적자 13.9억달러

•   한국 주간 주택시장 동향(KB): 작년 상승률 1위 인천마저 2년7개월만에 집값 떨어져

[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: Retail, Central Banks, Home Sales

•   FT: An active week for alliances

[News]

•   WSJ: Russian General Is Killed in Ukraine as Airstrikes Intensify

•   WSJ: In the Rubble of Kharkiv, Survivors Make Their Stand: ‘It’s a War, and It’s a Dirty War’

•   WSJ: Russian Missiles Strike Ukrainian Military Training Base Near Polish Border

※   Attack on site where U.S. trained local forces kills at least 35, follows Moscow warning that arms shipments to Kyiv won’t be tolerated

•   WSJ: U.S. Moves to Deny Russia ‘Most Favored’ Trade Status

※   Biden says U.S. will ban imports of Russian seafood, vodka and diamonds, joining other nations increasing the pressure on Putin

•   WSJ: Russian Prosecutors Warn Western Companies of Arrests, Asset Seizures

•   WSJ: Ukraine’s Railroads Have Become Vital Cog in Kyiv’s War Effort

•   WSJ: Gazprombank: The Big Russian Lender That Dodged Western Sanctions

•   WSJ: Russia’s Bombs Force Ukraine Into War Economy: ‘Plants That Made Sweaters Are Making Weapons’

•   WSJ: Ukraine’s New Foreign Legion Takes the Fight to Russian Forces

•   WSJ: Ukraine President Foresees ‘New Stage of Terror’ as Russia Steps Up Strikes Near Kyiv

•   WSJ: Inside One of Russia’s Deadliest Assaults on a Ukraine City. ‘They Want to Terrorize.’

•   WSJ: Millions Are Fleeing Ukraine, Some Are Going Back

•   WSJ: Biden’s Handling of Ukraine Conflict Imperils Energy, Foreign-Policy Pledges

•   WSJ: Democrats Grapple With Mixed Covid-19 Stimulus Legacy on Anniversary

•   WSJ: Biden, Democrats Lose Ground on Key Issues, WSJ Poll Finds

•   WSJ: Biden Administration Pushes for Higher Construction-Worker Pay

•   WSJ: Barack Obama Tests Positive for Covid-19

•   WSJ: Under New Scrutiny: China’s Nuclear Pledge to Ukraine

•   WSJ: China’s Xi Weighs Tapping Loyalist as Next Economic Czar

•   WSJ: China Battles Nationwide Surge in Covid-19 Cases

※   Spread of Omicron variant has prompted citywide lockdowns and self-criticism from health authorities

•   WSJ: Iran Nuclear Talks Break Off Without a Deal

※   Pause follows Russian demands for guarantees from the U.S. over Ukraine sanctions

•   WSJ: U.S. Won’t Negotiate Ukraine-Related Sanctions With Russia to Save Iran Nuclear Deal

•   WSJ: Iran Claims Missile Attack on Iraq That Sent U.S. Troops Rushing for Shelter

※   Statement comes hours after U.S. officials said missiles originating from Iran struck in the vicinity of a new American consulate under construction in northern Iraq

•   WSJ: For Some Countries, Economic Ripples of Ukraine War Bring Windfall

•   WSJ: How Europe Hopes to Wean Itself From Russian Natural Gas

•   WSJ: U.S. Talks to Ease Oil Sanctions on Venezuela Get Blowback

•   WSJ: Saudis Fight to Turn the Tide in Yemen’s Civil War

•   WSJ: Russia-Ukraine War Threatens Wheat Supply, Jolts Prices

•   WSJ: Hedge Funds’ Commodity Bets Soar After Russia’s Invasion of Ukraine

•   WSJ: Pressure Mounts for Western Companies Leaving Russia

•   WSJ: Ukraine Invasion Dashes U.S. Banks’ Russia Hopes

•   WSJ: Chip Makers Stockpiled Key Materials Ahead of Russian Invasion of Ukraine

•   WSJ: Google-Facebook Ad Deal Is Investigated by EU, U.K.

•   WSJ: Tesla Set the Model for Selling EVs; Ford, VW and Others Want to Follow

•   WSJ: Electric Vehicles Have a Fuel-Efficiency Problem

•   WSJ: As Gas Prices Soar, Buyers Find Fewer Fuel-Efficient Car Options

•   WSJ: Biden Administration Pushes for Higher Construction-Worker Pay

•   WSJ: Rent-Control Measures Are Back as Home Rents Reach New Highs

•   WSJ: What’s Holding Back 5G

•   WSJ: 5G Expands to More-Affordable Phones as Chip Prices Fall

•   WSJ: China Leads the Way With Private 5G Networks at Industrial Facilities

•   WSJ: Forget 5G. Let’s Talk About 6G.

•   NYT: The White House approves $200 million in arms and equipment for Ukraine.

•   NYT: Ukraine’s energy minister says power has been restored at Chernobyl nuclear plant.

•   NYT: How a Line of Russian Tanks Became an Inviting Target for Ukrainians

•   NYT: Russian Sanctions Snarl Shipping Even as Pandemic Pressure Eases

•   NYT: U.S. Battles Russia and China on Ukraine War Disinformation

•   NYT: Ukraine War Ushers In ‘New Era’ for U.S. Abroad

•   NYT: Chaos of War in Ukraine Could Fuel New Covid Surge, Doctors Say

•   NYT: ‘Things Will Only Get Worse.’ Putin’s War Sends Russians Into Exile.

•   NYT: Millions in Stimulus Aid, and Clashing Over How to Spend It

•   NYT: Where $5 Trillion in Pandemic Stimulus Money Went

•   NYT: New ‘Deltacron’ Variant Is Rare and Similar to Omicron, Experts Say

※   Scientists have found a handful of cases of a new, hybrid variant in Europe and the United States. It’s unlikely to cause trouble, they say.

•   NYT: ‘Stealth’ Omicron Is Stealthy No More: What’s Known About the BA.2 Variant

•   NYT: After 2 Years of Pandemic Life, Turn Toward Normalcy Is a Shake-Up

•   NYT: China Has Tools to Help Russia’s Economy. None Are Big Enough to Save It.

•   NYT: India Election Victory Is Expanding a Hindu Monk’s National Profile

•   NYT: India Accidentally Fires a Missile at Pakistan. Calm Ensues.

•   NYT: U.K. vs. Oligarchs: ‘The Gloves Are Now Off’

•   NYT: That Russian Business You’re Boycotting Isn’t Actually Russian

•   WP: Oil price shock jolts global recovery as economic impact of Russia’s invasion spreads

•   WP: Putin now among most hated world figures in recent U.S. history

•   FT: US and China to meet in Rome for high-level talks focusing on Ukraine

※   Washington expected to raise Beijing’s refusal to condemn Moscow’s invasion of its neighbour

•   FT: US officials say Russia has asked China for military help in Ukraine

•   FT: EU vows emergency plans to tackle energy costs after invasion

•   FT: Russia’s invasion to have ‘enormous impact’ on world food supplies

•   FT: ‘A serious failure’: scale of Russia’s military blunders becomes clear

•   FT: ‘It’s medieval’ — Mariupol’s signal fades under Russian siege

•   FT: Russia threatens to make external debt payments in roubles

•   FT: Russia turns to Syria playbook with shifting claims over grounds for war

•   FT: Endgame in Ukraine: how the war could play out

•   FT: What targets are left for US sanctions in Russia?

•   FT: Covid deaths three times higher than official data, study suggests

•   FT: Hawks in control at ECB as inflation fears dictate policy shift

•   FT: ‘The end of an era’: Ikea, Russia’s middle class and the new cold war

•   FT: UK to impose sanctions on 386 members of Russian Duma

•   FT: UK households face £38bn hit from rising energy bills

•   FT: Ukraine invasion forces Washington’s Asia allies to rethink their security

•   FT: Argentina’s congress approves $45bn debt deal with IMF

•   FT: ESG investors accused of ‘failing’ over Russia

•   FT: Bond investors left in the dark after some Russian borrowers pay up

•   FT: BlackRock funds hit by $17bn in losses on Russian exposure

•   FT: Latin American stocks shine in gloomy year for global markets

•   FT: Will US and UK central banks raise interest rates despite the threat to growth?

•   FT: Beijing weighs nickel rescue deal for billionaire owner of Tsingshan

•   FT: How the Russian invasion added crew shortages to shipping turmoil

•   FT: China’s tech platforms become propaganda tools in Putin’s war

•   Bloomberg: IMF Head Says Russian Default No Longer an ‘Improbable Event’

•   Bloomberg: Two Weeks Into War, Russia’s Economy Has Rarely Fared Worse Than Now

•   Bloomberg: World’s Central Banks Set Policy for Economies Shaken by the War

•   Bloomberg: A New World Energy Order Is Emerging From Putin’s War on Ukraine

•   Bloomberg: WHO Exploring When and How to Declare End of Covid Emergency

※   Public health emergency has been in place since January 2020

•   Bloomberg: Russia Lost Access to Half Its Reserves, Finance Minister Says

•   Bloomberg: Biden Rallies Democrats as Crises Threaten the Party’s Majority

•   Bloomberg: Fed to Start Rate Hikes With License to Turn Aggressive Later

•   Bloomberg: It’s Crunch Time for Traders Juggling Russia Default Risk, Fed

•   Bloomberg: U.S. Economy Can Likely Weather Russia Crisis Shock But Democrats Face Peril

•   Bloomberg: El-Erian Says Ukraine War Effect to Spur U.S. Inflation Higher

•   Bloomberg: Yellen Rejects Notion Sanctions Could Undermine Dollar Dominance

•   Bloomberg: Summers Faults Biden for Tying Inflation to Putin, Company Greed

•   Bloomberg: EU Eyes Joint Funding to Cover 2 Trillion Euros in Spending

•   Bloomberg: EU Discussing Sanctions on Chelsea’s Abramovich, Other Russians

•   Bloomberg: ECB’s Villeroy Says Caution Needed on Monetary, Budget Policy

•   Bloomberg: Bank of France Flags Uncertainty as Growth Slows and Prices Rise

•   Bloomberg: U.K. Inflation Expectations Surge Again, Piling Pressure on BOE

•   Bloomberg: Britain’s Cost-of-Living Crisis Got Worse Before It Even Began

•   Bloomberg: Europe’s Newest Reactor to Save a Part of Strained Energy Market

•   Bloomberg: Europe Ramps Up Coal Burning With Natural Gas Out of Favor

•   Bloomberg: France Weighs Reviving Plan to Nationalize Power Giant EDF

•   Bloomberg: China’s Li Reaffirms Support for Ukraine-Russia Cease-Fire Talks

•   Bloomberg: China’s Premier Says Term Ending as Questions Over Xi Future Remain

•   Bloomberg: China Signals More Tax Relief as Li Says GDP Goal Won’t be Easy

•   Bloomberg: China Locks Down Technology Hub Shenzhen as Covid Cases Jump

※   Residents told to stay home; will undergo three testing rounds

•   Bloomberg: Hong Kong Says 300,000 People in Isolation or Quarantine

•   Bloomberg: China’s Covid Zero Makes Growth Target Hard to Hit, Nomura Says

•   Bloomberg: China Builder Logan Cut Deep into Junk on Restructuring Risk

•   Bloomberg: China Credit Falls as Even Higher-Rated Builders Hit Record Lows

•   Bloomberg: India May Relook Inflation, Growth Projections, RBI’s Patra Says

•   Bloomberg: Chile's New President Gabriel Boric Wants to Lead Green Revolution

•   Bloomberg: Too Cheap to Ignore, Emerging Dollar Bonds to Take Off With Fed

•   Bloomberg: What Happens to Stocks When the Fed Hikes: A Historical Guide

•   Bloomberg: Bond Market Seeks Clues on Fed Rate Path With March Hike a Lock

•   Bloomberg: Here’s How Oil’s Historic Surge Is Impacting Asia Stock Markets

•   Bloomberg: Goldman Cuts S&P 500 Target Again as Gloom Descends Upon Stocks

•   Bloomberg: Russia Central Bank Extends Stock Trading Halt Until March 18

•   Bloomberg: Europe’s Whiplashed Bond Investors Say Goodbye to ECB Safety Net

•   Bloomberg: Biden’s Oil Demands Collide With Drillers Reining In Output

•   Bloomberg: Surging Oil Futures Margins Are Latest Challenge Facing Traders

•   Bloomberg: Zero Bids on Russian Oil Favored by Asia Show Tough Road Ahead

•   Bloomberg: Nickel Chaos Resounds From Stainless Steel to Electric Vehicles

•   Reuters: Russia and Ukraine give brightest assessment yet of progress in talks on war

※   suggesting there could be positive results within days

•   Reuters: Russia shows signs of interest in Ukraine talks, says U.S. official

•   Reuters: Russia says it is in constant contact with U.S., ready for arms control talks - RIA

•   Reuters: French COVID-19 infections again up 25% week-on-week, trend upward again

•   Reuters: Chinese embassy says has never heard of Russian requests for help

•   Reuters: Coal still at heart of China energy strategy after parliamentary gathering

•   Reuters: EXCLUSIVE India will ensure steady coking coal cargoes to allay supply concerns

•   Reuters: Analysis: Ukraine war upending central Europe's post-COVID car revival

•   Reuters: Exclusive: Russia's attack on Ukraine halts half of world's neon output for chips

•   CNBC: Goldman cuts GDP outlook and raises its concern over a recession

•   CNBC: Goldman Sachs predicts what will happen to Europe’s economy if Putin shuts off the gas taps

•   CNBC: Will the Russia-Ukraine war lead to World War III? And 2 other big questions, explained

•   CNBC: Europe’s ocean energy installations surge back to pre-Covid levels, with major increase for tidal

•   CNBC: U.S. clears way for truly driverless vehicles without steering wheels

•   MarketWatch: ‘Unprecedented territory’: Jittery investors watch for Fed to start hiking rates amid high market volatility

•   SCMP: Ukraine invasion: with the US distracted, China may have an ‘opportunity’ to expand economic influence in the Middle East

•   SCMP: China’s ‘common prosperity’ drive hits a snag as local officials wonder how to put policy in place

•   SCMP: Explainer | How will China’s Belt and Road Initiative fare when partners Russia, Ukraine are at war?

•   Nikkei Asia: Japan eyes fourth COVID shots as latest surge begins to ease

•   Nikkei Asia: Kubota and other Japanese machinery makers to halt Russia operations

•   Nikkei Asia: Toyota to cut production by up to 20% from previous plan

•   Nikkei Asia: No easy exit for Japan from Russia's Sakhalin-2 LNG project

•   Nikkei Asia: Foxconn to enlist 100 Japanese companies in EV drive

•   Nikkei Asia: Taiwan's raids on Chinese chip companies: 5 things to know

•   Nikkei Asia: Indonesia coal miners soar over Russia supply concerns

•   Nikkei Asia: China unlikely to become a dominant superpower: Emmanuel Todd

•   Japan Times: BOJ faces dilemma as Ukraine crisis raises specter of price hikes

•   Economic Times: India GDP growth forecast cut to 7.9 pc: Morgan Stanley

•   Economic Times: India's post-pandemic eco recovery progressing well; high oil prices pose risks: Ashima Goyal

•   reNews: GWEC spotlights next wave of floating wind potential

※   GWEC: New GWEC report identifies floating offshore wind’s critical role in long-term global decarbonisation efforts.

•   Equipment World: Doosan's Dozer Debut: Taking a Leap into New Territory

•   For Construction Pros: Contractor Builds 3D Concrete Tech Around Existing Dry-Stack Masonry Code

•   MIT News: How to clean solar panels without water

•   Robot Report: IFR: Japan is world’s top industrial robotics manufacturer

•   매경(P1): 안철수 핵심공약, 인수위에 반영됐다…과학기술 분과 설치

•   매경: 탈원전 백지화만으론 부족…대통령 직속 수출TF 구성

•   매경(P1): 청년희망적금 290만명 갈아타겠네…윤석열표 '10년 1억 만들기 통장' 관심

•   매경: [세종 인사이드] 중대재해법 시행 한달 넘었는데…이제 직업병센터 모집하는 고용부

•   매경: 삼성전자 경계현 사장 노조 직접 만난다…작년 결렬이후 18일 간담회

•   매경: 대선 이후 분위기 바뀐 부동산시장…재건축 기대감에 노원 양천 매물 줄어

•   매경(P1): 코로나에 창업 줄었지만…'취업난' 20대, '은퇴족' 60대 자영업은 늘어

•   매경(P1): [알립니다] 창간 56주년 국민보고대회…미래 富의 원천 C테크, 승리 외칠 열쇠 찾는다

•   매경: 한국 제조업 메카 식어가나…수도권 3% 성장할 때 부울경은 마이너스

•   매경: 청정수소·조립주택에 눈돌리는 건설사들

•   매경: "대기업보다 파충류숍"…밥벌이 대신 꿈 찾는 MZ세대

•   한경: 규제개혁 기구 5월 출범할듯…'복수의결권' 도입 여부도 관심

•   한경: 文정부 법인세, 대기업 편중 심화…기업 절반 한푼도 안냈다

•   한경: 시들해진 서울 청약…가점 12점으로도 당첨됐다

•   한경(P1): 정부, 재산세 2020년 수준으로 완화 추진

•   한경(P1): 자원 무기화에 산업계 '공포'…올해 에너지 수입액 사상최고

•   한경: 리튬·구리·알루미늄까지 앞다퉈 무기화…'자원 빈국' 한국엔 악몽

•   한경: TSR 중단 정부 긴급 대책에도…수출기업 '발 동동'

•   한경: Y노믹스 시대…'메가테크 5'가 뜬다

•   한경: 대통령 선거 후 1년 주가는…코스피, 8번 중 6번 오르고 코스닥, 5번 중 3번 내렸다

•   한경: 3월말 주총 쏠림 여전…29일에만 400곳 '슈퍼 주총 데이'

•   한경: 총파업 끝내기로 해놓고…"복귀하지 마라" 지시 내린 민노총

•   서경(P1): 국민연금, 또 '보여주기식' 행태 …삼성전자 이사 선임 대거 반대

•   서경: 나프타값 37% 급등…화학업계, 적자전환 우려

•   서경: 갤럭시A 17일 베일 벗는다… 아이폰SE 3와 '맞짱'

•   서경: 국책연, “탄소세, 이중과세 안 돼…배출권 구매 기업 면제해야”

•   서경: 공급망 붕괴에…현대차 울산공장 생산 차질 연장

•   서경: 대기업 채용 '큰 장'…삼성·현대차·SK·LG 등 잇따라 공고

•   서경: 기업 60%, "새정부 최우선 과제는 일자리 창출"

•   서경: 7만전자 벗어나려면…"파운드리 선전해야"

•   서경: 호가 오르고 매물 회수…대선후 위상 달라진 ‘구축 아파트’

•   서경: 전기·수소차 보조금 동날라…지자체 '비상'

•   조선(P1): [NOW] 일에 집중하세요, 집안 행사는 회사가 챙겨드릴게

•   조선: 종부세 내게 된 1주택자 많은 지역, 윤석열 표 많이 나온 지역과 일치

•   조선: 갤럭시S22 성능저하 논란 앱, 작동 선택방식으로 개선

•   조선(P1): 새정부 총리에 김부겸 유임 검토

•   조선: 인수위 톱3에 안철수·권영세·원희룡… 통합·코로나·지역균형委 설치

•   조선: [단독] 서훈, 尹에 “北, 당장 월요일 ICBM 쏴도 이상하지 않을 정도로 임박” 보고

•   조선: [단독] 정부, 22일 종부세 완화 방안 발표… 尹측 “文정부 정책일 뿐”

•   조선: 10년 넘게 원전 수출 ‘제로’… 尹 “2030년까지 10기 팔겠다”

•   조선: 신한울 3·4호기 건설 재개하고 ‘원전 10기 폐기’ 백지화

•   조선: 한전 적자 20조 예상… 동결하긴 어려울 듯

•   조선: 확진 폭증하는데...가족 확진돼도 14일부터 등교할 수 있다

•   조선: 코로나 자가검사도 인정? 병원만 판정 가능

•   조선: 4일째 하루 200명 이상 사망

•   조선: 신속항원검사 11%는 음성을 양성으로 판정

•   조선: 중대재해법 파장, 직원들도 괴로워

•   조선비즈: [윤석열 시대] ‘공룡 부처’ 산업통상자원부, 분리되나…산업·에너지 정책 재편 초읽기

•   조선비즈: [세종풍향계] ‘초고속 승진코스’ 尹인수위 파견 놓고 술렁이는 관가

•   조선비즈: 초반 돌풍 갤럭시S22, ‘GOS 논란’에 흥행 제동… 3000만대 목표 적신호

•   조선비즈: ‘민영화 장수생’ 대우조선·HMM, 새 정부서 주인 찾을까

•   조선비즈: 러시아 하늘길 막히자… 연어·킹크랩·명태 가격 인상

•   조선비즈: 금융硏 “금리 상승기, 2금융권 대출 공급 중단 우려”

•   조선비즈: ‘文 정부 추경 중독’에 얼어붙은 채권시장, 尹당선에 안도…“적자국채 부담 덜어지나”

•   인베스트조선: 회사채 ‘혹한기’에 일반 기업도 두드리는 장기CP 시장

•   중앙(P1): 코로나 사망자 1만명 “열흘 내 확진자 정점”

•   중앙: 60세 이상 신속항원검사 양성 땐 ‘먹는 치료제’ 처방

•   중앙(P1): [리셋 코리아] 연금개혁 시한 못박고, 집권초기 시동 걸어야

•   중앙: 고유가에 정유사는 대박?…정제마진 20% 급감 울상

•   중앙: “감사위원 분리선출, 3%룰 때문에 주총 힘들다” 68%

•   중앙: 무역협회 “시진핑 연임 위해 올 5.5% 성장 지킬 것…한국엔 기회”

•   동아(P1): 김정은 ‘ICBM 위협’… 尹 “한미관계 재건”

•   동아(P1): 美, 北ICBM 지원 러 개인 2명-기관 3곳 추가제재

•   동아(P1): 유가-환율-공급망-오미크론 ‘4중고’… 대기업 3분의1 이상 “경영계획 수정”

•   동아: 대기업 절반 “유가 120달러 넘으면 대응 한계”… 돌발변수에 휘청

•   동아: 대기업 52% “새 정부, 적극적 규제 완화를”

•   동아: 中企 57% “환율 변동폭 확대가 최대변수”… 대기업은 33%만 꼽아

•   동아: 서울 휘발유값 9년만에 L당 2000원 돌파

•   동아: 코로나 지원에 자영업 대출 ‘연체율 최저’ 착시… “부실 폭탄 우려”

•   문화(P1): 탈원전 폐기 본격화… 정부, 신한울 3·4호기 공사재개 검토

•   문화: 원전 없이는 탄소중립 불가능 판단… 새 정부 출범전 ‘U턴’

•   한국: '윤석열 첫해' 집값 떨어질까...전문가들 대체로 "올해는 상승"

•   한국(P1): '회장님'도 중대재해 처벌 가능... 검찰 '600쪽 해설' 강도 높다

•   세계: “유가 충격, 1∼2분기 후 기대인플레 영향”

※   한국은행: 해외경제 포커스(제2022-8호)

•   한겨레: 오늘 ‘5~11살’ 백신 접종계획 발표…전문가 “세밀한 지침 필요”

•   경향: 의료 현장선 “코로나 위중증 환자, 정부 통계보다 많다”

•   머니투데이(P1): 물가 고공행진 vs 50조 손실보상…윤석열의 첫 딜레마

•   머니투데이: "올해도 메모리 호황"…SK하이닉스 실적 2018년 넘을까

•   머니투데이: 니켈값 폭등해도...K배터리 "니켈 중심 전략 그대로"

•   더벨: '국채·추경' 줄인다…회사채 '금리·수급' 안정될까

•   더벨: 삼성전자, 'RE100 가입 압박' 벗어날까

•   헤럴드경제: ‘내달 가입 신청’ CPTPP 국내 절차 착수

•   아시아경제(P1): [단독] 尹 당선인, 미국 등 '4강 특사 파견 검토'

•   디지털타임스(P1): [기획] 美긴축·우크라戰 겹악재… 발빼는 외국인 투자자

•   이데일리(P1): ‘더이상 격리 없다’, 숨죽였던 여행·항공업계 일제히 ‘환호’

•   연합: 오후 9시까지 전국서 30만1544명 확진…어제보다 3만5908명↓

•   연합: 기재부 그대로 유지될까…새 정부 조직 개편 수위 주목

•   연합: 전경련 "'국내 유턴 고려' 기업 비중 2년 전보다 9배 이상↑"

•   더구루: 美 AI 반도체 시장 고속성장…2025년 86조 전망

•   더구루: 美 에너지부 연구진 "전고체 배터리라고 무조건 안전하지는 않아"

•   더구루: 플러그파워, 美 뉴욕 연료전지 공장 '첫삽'

•   에너지경제: "국내 어떤 형태 전력사업이든 한전 영향 받아…전력 소매시장 개방 필요"

•   전자신문(P1): 삼성, 반도체 '패키지 공정 조직' 신설

•   전자신문: 커지는 발전 원자재 가격 압박…장기화시 윤석열 정부 부담 커질 듯

•   전자신문: [세종만사]산업부, 'FDPR' 발빠른 대응 시선

•   로봇신문: 일본 산업용 로봇, 전세계 공급량의 45% 차지

[Opinions]

•   Project Syndicate(Jayati Ghosh): Putin’s War Is Damaging the Developing World

•   Project Syndicate(Mekala Krishnan): The Anatomy of the Net-Zero Transition

•   Project Syndicate(Koichi Hamada): Making Japan Productive Again

•   FT(Editorial Board): Lessons for the next pandemic from two years of Covid

•   FT(Editorial Board): War brings echoes of the 1970s oil shock

•   FT(Editorial Board): India’s disappointing silence over Ukraine

•   FT(Editorial Board): How to puncture Russia’s disinformation bubble

•   FT(Rana Foroohar): We need a grand bargain on energy

•   FT(Martin Sandbu): The west and Ukraine must start planning for the peace they want now

•   FT(Camilla Cavendish): The switch to secure, green energy must bring voters in from the cold

•   FT(Katie Martin): Inflation alarm focuses the minds of investors

•   FT(Merryn Somerset Webb): An energy shock and high inflation: are the 1970s reborn?

•   FT(Helen Thomas): Nickel ‘Big Shot’ shows metals market desperately needs overhaul

•   FT(Ivan Krastev): The west cannot turn its back on ordinary Russians

•   FT(Anne-Sylvaine Chassany): Having frozen out Putin, Biden is warming to other autocrats

•   FT(Lex): China developers: record junk yields keep pushing limits

•   WSJ(Editorial Board): Government Gives Itself a Big Raise

•   WSJ(Editorial Board): It’s Joe Biden’s Inflation

•   WSJ(Editorial Board): Democrats for Higher Gas Prices

•   WSJ(Editorial Board): Russia’s War Gets Closer to NATO

•   WSJ(Editorial Board): Iran Sends Its Missile Regards

•   WSJ(Holman W. Jenkins, Jr.): Biden Should Get Enterprising on Ukraine and Russia

•   WSJ(Kimberley A. Strassel): Biden Is Failing the Sanctions Test

•   WSJ(Peggy Noonan): The World, Moved, Needs to Move Cautiously in Ukraine

•   WSJ(Andy Kessler): Is the Dollar in Danger?

•   WSJ(Joseph C. Sternberg): Chancellor Olaf Scholz Could Save Germany, and Europe

•   WSJ(Mary Anastasia O’Grady): Biden Eyes Venezuelan Oil

•   WSJ(John Greenwood, Steve H. Hanke): The Fed Needs to Put Its Eye on the Money Supply

•   WSJ(Tunku Varadarajan): The West’s Economic War Plan Against Russia

•   WSJ(Juliana Geran Pilon): Putin’s ‘De-Nazification’ Claim Began With Marx and Stalin

•   WSJ(Jeffrey S. Merrifield): Russia Sees Gold in Ukraine’s Nuclear Plants

•   WSJ(Harold Hamm): Biden’s War on Oil Hits Consumers

•   WSJ(Ludovic Hood): Send NATO Troops to Western Ukraine

•   WSJ(John R. Deni): Would a Russian Coup Solve Anything?

•   NYT(Editorial Board): The Price of Putin’s Belligerence

•   NYT(Paul Krugman): America’s Right Has a Putin Problem

•   NYT(David Brooks): This Is Why Putin Can’t Back Down

•   NYT(Ross Douthat): The Ukraine War and the Retro-Future

•   NYT(Zeynep Tufekci): How Millions of Lives Might Have Been Saved From Covid-19

•   NYT(Wang Huiyao): It’s Time to Offer Russia an Offramp. China Can Help With That.

•   WP(Editorial Board): South Korea makes a welcome turn toward the U.S. — just when it is really needed

•   WP(Editorial Board): The U.S. should not rush into a digital dollar

•   WP(Editorial Board): The pandemic toll may be three times greater than reported. That’s a lot of lost souls.

•   WP(Kathleen Parker): Why Russia won’t soon recover from Putin’s Ukraine blunder

•   WP(Josh Rogin): Xi Jinping is Vladimir Putin’s co-conspirator in Ukraine

•   WP(Greg Sargent): Trump reminds us why electing him in 2024 would be a disaster

•   WP(Hugh Hewitt): The Biden blame game on inflation won’t work

•   WP(Fareed Zakaria): Putin’s invasion of Ukraine marks the beginning of a post-American era

•   WP(Colbert I. King): Putin’s Russia can cause a lot of suffering, but it’s not the Soviet Union

•   WP(Evelyn N. Farkas): We can do more to help Ukraine without provoking World War III

•   WP(Molly Roberts): Ukraine is a big moment for cryptocurrency, but not for the reasons its promoters think

•   Bloomberg(Justin Fox): An EV Transition May Bring More Sky-High Gasoline Prices

•   Bloomberg(Justin Fox): A Mysteriously Large Chunk of Gen Z Isn't Working

•   Bloomberg(Mihir Sharma): Why Modi Keeps Winning

•   Bloomberg(Liam Denning): Biden and Frackers Could Be Uneasy Wartime Allies

•   Bloomberg(Brooke Sutherland): Ukraine War Makes Supply Chain Problems Seem Quaint

•   Bloomberg(Hal Brands): Putin’s Biggest Lie: Blaming NATO for His War

•   Bloomberg(Bobby Ghosh): Russia’s Halt to Nuclear Talks Leaves Iran in the Cold

•   Bloomberg(Adam Minter): Climate Change and Food: Warming Doesn't Have to Spell Doom for Farming

•   Bloomberg(Matthew Yglesias): We’ll Miss Globalization When It’s Gone

•   Bloomberg(Lara Williams): Putin's War on Ukraine Will Destroy Russia, Too

•   Bloomberg(Lisa Abramowicz): Federal Reserve Expectations Don't Add Up In the Debt Market

•   Bloomberg(Ian Buruma): Ukraine Invasion: Why the West Should Arm the Resistance

•   Bloomberg(Teresa Ghilarducci): Inflation Stings Most If You Earn Less Than $300K. Here's How to Deal.

•   Fox News(Mike Crapo): Weakening Putin requires targeting Russia's oil and boosting US energy production

•   Fox News(David Marcus): Political crisis COVID created still going strong 2 years later

•   Fox News(Robert Maginnis): Putin wants Ukraine and if we do nothing to stop him our world will never be the same

•   Fox News(Danny Danon): Unite against nuclear Iran – Biden's new deal more dangerous than the original

•   Reuters(Mike Dolan): Pity poor ECB - bluff, error or remix?

•   Reuters(John Kemp): Global diesel shortage raises risk of oil price spike