Global Economic Monitor 220321

(Introduction)

[Markets]

•   Global: Global equities rise, gold falls after Russia avoids default

※   Wall Street main indexes close higher

※   Gold prices edge down

※   Oil over $100 a barrel

※   Treasury yield curve flattens

※   U.S. dollar falls

•   Metals: Aluminium gains on renewed Russia worries, nickel dives again

•   Grains: Wheat, corn, soy futures fall as traders monitor Ukraine crisis

•   한국: 코스피 사흘째 상승…9거래일만에 2,700 회복

•   한국: 삼성 새먹거리 지목하자…로봇관련株 일제히 강세

•   한국: 러 디폴트 위기 모면에 환율 1200원대 급락

[Indicators]

•   US Feb. Existing home sales: Home Sales Fell in February Amid Tight Supply, Rising Mortgage Rates

•   US Weekly Rig count: US oil rigs down despite $100/bbl crude prices -Baker Hughes

•   Eurozone Jan. Balance of trade: Euro zone trade deficit widens as energy import cost surges

•   China Jan-Feb Fiscal spending: China Jan-Feb fiscal spending quickens in fight to support slowing economy

•   Japan Benchmark rate: BOJ keeps huge stimulus, cautious tone as Ukraine crisis clouds outlook

※   BOJ: Statement on Monetary Policy

※   WSJ: A Cheeseburger Costs 17 Cents More in Japan, but the BOJ Says the Prices Still Aren’t Right

•   Japan Feb. CPI: Japan consumer prices rise at fastest pace in 2 years in February

•   Brazil Jan. Employment: Brazil’s Jobless Rate Rises Less Than Expected

•   Russia Benchmark rate: Putin’s Central Banker Heads for New Term, Doesn’t Move Rate

[News]

•   WSJ: White House Says Biden Warned China’s Xi of Consequences if Beijing Supports Russia on Ukraine

※   U.S. president tried to suggest the stakes for China during a nearly two-hour-long videoconference

※   White House: Background Press Call by a Senior Administration Official on President Biden’s Call with President Xi Jinping of China

•   WSJ: Survivors Emerge From Ukrainian Theater Bombed in Russian Airstrike

•   WSJ: Russia’s Assault on Ukraine Uproots 10 Million People

※   Pope Francis decries ‘violent aggression against Ukraine’ and calls on the international community to act to end ‘this repugnant war’

•   WSJ: Ukrainian Counteroffensive Near Mykolaiv Relieves Strategic Port City

•   WSJ: Russian Oligarch Roman Abramovich Races to Outpace Western Sanctions

•   WSJ: Putin Vows to Press On With Invasion at Moscow Rally as Ukraine Assault Stalls

•   WSJ: Putin Turned to a Chechen Warlord to Intimidate Ukraine. It Hasn’t Worked.

•   WSJ: How the U.S. and EU Cut Russia Off From the Global Economy

•   WSJ: Russia’s Central Bank Chief Puts a Brave Face on the Struggling Economy

•   WSJ: Russia’s Push for Self-Sufficient Economy Fails Before Western Sanctions

•   WSJ: Chip Sanctions Challenge Russia’s Tech Ambitions

•   WSJ: Manufacturers With Ties to Russia Struggle to Unwind

•   WSJ: Pentagon’s Work With Ukraine’s Biological Facilities Becomes Flashpoint in Russia’s Information War

•   WSJ: War in Ukraine Is Already Taking Its Toll on Global Food Supplies

•   WSJ: How the West Can Win a Global Power Struggle

•   WSJ: Fed’s Waller Explains Move to Favor Less Aggressive Rate Hike At FOMC Meeting

※   Federal Reserve governor said risks from overseas events drove him to favor smaller rate rise than U.S. economic data alone suggested

•   WSJ: Biden Emphasizes Deficit Reduction in Bid to Pass Economic Agenda

•   WSJ: Biden’s Plans for Second Covid-19 Boosters Threatened by Funding Impasse

•   WSJ: Ivermectin Didn’t Reduce Covid-19 Hospitalizations in Largest Trial to Date

•   WSJ: China Tests More-Targeted Covid-19 Strategy Amid Record Omicron Surge

•   WSJ: China’s Covid-19 Flare-Up Threatens Backlog at Busy Port of Shenzhen

•   WSJ: Shanghai Disney Resort to Close Monday Amid Covid-19 Surge in China

•   WSJ: China Says Housing Prices Are Stable, but Developers See Significant Declines

•   WSJ: Clandestine Finance System Helped Iran Withstand Sanctions Crush, Documents Show

•   WSJ: Sorry, Investors, You Can’t Buy the Dip Anymore

•   WSJ: Older Americans, Flush With Housing and Stock Portfolio Wealth, Poised to Revive Spending This Year

•   WSJ: Inside the Nickel Market Failure: Massive Trades the Exchange Didn’t See

•   WSJ: The Month Companies United Against Russia’s War

•   WSJ: Toyota Slammed by More Supply-Chain Woes Due to Japan Earthquake

•   WSJ: Elon Musk’s Business Ties to China Create Unease in Washington

•   WSJ: Aramco Profit Hits $110 Billion as Saudis Seek to Expand Investments

•   WSJ: U.S. Importers Are Trying to Ship Around Potential Labor Disruption

•   WSJ: Gas Prices Upend Small Business—‘It’s Keeping Me Awake’

•   NYT: Russia claims to use a hypersonic missile in attack on arms depot in Ukraine.

※   it claimed for the first time that it had launched one capable of hypersonic speed in an attack on an ammunition depot in western Ukraine

•   NYT: Kyiv’s Suburbs Become Unlikely Front Line of Ukraine War

•   NYT: Russia’s Brutality in Ukraine Has Roots in Earlier Conflicts

•   NYT: Ukraine Reminds Georgia of Its Own War With Russia. That Creates a Dilemma.

•   NYT: Ukraine Is Wrecking Russian Tanks With a Gift From Britain

•   NYT: Visualizing the $13.6 Billion in U.S. Spending on Ukraine

•   NYT: Putin Isn’t Yet Ready for Talks With Zelensky, Turkish Official Says

•   NYT: War Brings Out Solidarity and Defiance in Ukrainians Who Remain

•   NYT: Fauci predicts an uptick in U.S. cases, saying it is not yet time to ‘declare victory.’

※   President Biden’s top adviser on Covid noted that indoor masking and other restrictions were lifted before latest E.U. surge.

•   NYT: Another Covid Surge May Be Coming. Are We Ready for It?

•   NYT: Some U.S. states are reducing daily reporting of coronavirus data, raising fears of blind spots.

•   NYT: How to Fight Inflation in Wartime

•   NYT: Defying China’s Censors to Urge Beijing to Denounce Russia’s War

•   NYT: China’s Information Dark Age Could Be Russia’s Future

•   NYT: Is Taiwan Next?

•   NYT: War in Ukraine Prompts a Political Makeover in Poland

•   NYT: Amid rising cases, Austria hastily reintroduces an indoor mask mandate.

•   NYT: There’s a Messaging Battle Right Now Over America’s Energy Future

•   NYT: How the War in Ukraine Could Slow the Sales of Electric Cars

•   NYT: Climate change is making armed conflict worse. Here’s how.

•   WP: Mixed signals from Ukraine’s president and his aides leave West confused about his endgame

•   WP: What a Russia-Ukraine peace deal might look like

•   WP: Will the war in Ukraine change America’s political landscape?

•   WP: On NATO’s vulnerable eastern edge, Baltic nations face high stakes in Ukraine crisis

•   WP: Europe’s phase-out of Russian energy over the Ukraine crisis could mean opportunity for African countries

•   WP: 'A good opportunity for us’: Brazil’s Bolsonaro uses Ukraine war to justify exploiting Indigenous land

•   WP: Even Japan’s sushi makers are feeling the bite of Russia’s war

•   FT: The global economy’s growing risks: stagflation, refugees and lockdowns

•   FT: Military briefing: why Ukraine needs air defence, not a no-fly zone

•   FT: Military briefing: Russian losses mask Ukraine’s vulnerabilities

•   FT: Stalled Russian offensive increases pressure on Belarus to join invasion

•   FT: Russian bond interest payments flow through western financial system

•   FT: How Russia’s mistakes and Ukrainian resistance altered Putin’s war

•   FT: Propaganda war rages as Russians face huge pressure to back invasion

•   FT: From pasta shortage to run on iodine pills, panic buying hits Europe again

•   FT: EU seeks to boost stockpile of iodine pills and nuclear protective gear

•   FT: EU rises to the challenge of taking in millions of Ukraine war refugees

•   FT: EU reviews sustainable food plans as Ukraine war disrupts imports

•   FT: Finland warns of ‘major escalation risk’ in Europe amid Nato membership debate

•   FT: Germany says it has clinched long-term gas supply deal with Qatar

•   FT: Macron sides with southern nations on energy market fixes

•   FT: Sunak warns UK faces £70bn hit from EU ban on Russia oil and gas

•   FT: Sunak pledges tax cuts to ease UK cost-of-living squeeze

•   FT: Working poor look to Sunak to soften blow of rising UK fuel costs

•   FT: Improved public finances put pressure on Sunak to ease cost of living crisis

•   FT: Sunak resists rise in defence spending despite war in Ukraine

•   FT: Soaring energy prices threaten last orders for struggling pubs

•   FT: Covid infections surge to record high for over-70s in UK

•   FT: Will UK inflation hit a fresh multi-decade high?

•   FT: Johnson faces backlash after comparing Ukraine war to Brexit vote

•   FT: Bill Gross warns Fed rate rises will ‘crack the US economy’

•   FT: Beijing digs in to avoid repeating Hong Kong’s Covid mistakes

•   FT: South Africa stays silent on Russian aggression after Ukraine invasion

•   FT: Foreign investors dump Chinese stocks at record pace

•   FT: European stocks erase all losses since Russia invaded Ukraine

•   FT: IEA calls for driving restrictions and air travel curbs to reduce oil demand

•   FT: Russian oil exports to India surge as Europe shuns cargoes

•   FT: Oil supply shortage fears add to price volatility

•   FT: Banks and Russia: there is no easy way out

•   FT: Sounds of the street: a battery-powered symphony for electric cars

•   FT: Drones set for revolutionary flight path

•   FT: Climate tech investment boom offers hope

•   FT: Japanese start-up wants to cause real-life pain in the metaverse

•   Bloomberg: Charting the Global Economy: Fed Lifts Rates as Inflation Builds

•   Bloomberg: Rising Mortgage Rates Won’t Be Enough to End U.S. Housing Boom

•   Bloomberg: EU May Refrain From Stepping Into Energy Market as Nations Split

•   Bloomberg: Germany Opens Door to Qatar LNG Shipments in Pivot From Russia

•   Bloomberg: Germany’s Freedom Day Delayed as States Prolong Covid Measures

•   Bloomberg: Europe’s Workers Wary of Asking for Pay Raises Despite Inflation

•   Bloomberg: ECB’s Knot Says 2022 Rate Hike Is ‘Realistic’ Outlook

•   Bloomberg: China Reports Covid Deaths for First Time Since January 2021

※   The two deaths were both reported in Jilin on Friday

•   Bloomberg: Shenzhen Lockdown Eases as Xi Seeks to Soften Covid Impact

•   Bloomberg: China Will Work to De-Escalate War in Ukraine, Diplomat Says

•   Bloomberg: China’s Debt Is Wooing Buyers Again as PBOC Splits With World

•   Bloomberg: China Moves to Weaken Yuan With Record Push-Back Via Fixings

•   Bloomberg: China’s Local Land Sales Plunge Nearly 30% in First Two Months

•   Bloomberg: Ukraine War May Shift Trade Between China and Russia

•   Bloomberg: India’s Dependence on Russian Weapons Tethers Modi to Putin

•   Bloomberg: IMF Board to Discuss Argentina $45 Billion Deal on March 25

•   Bloomberg: Japan Asks UAE to Boost Oil Output as Importers Pressure OPEC

•   Bloomberg: About 87% Indonesians Have Covid Antibodies, State Survey Shows

•   Bloomberg: Market Gyrations Ease With Traders Recalibrating Russia Risk

•   Bloomberg: China Put Can Be Game Changer for Stock Market After Global Rout

•   Bloomberg: Global Exodus From Chinese Markets Prompts Xi to Change Tack

•   Bloomberg: Traders Rocked by Trillion-Dollar Swings in China’s Wild Week

•   Bloomberg: ESG Pioneer Expects Shakeout for Funds Hyped by ‘Fairy Dust’

•   Bloomberg: Usurping Dollar’s Dominance an Impossible Task, Fund Giants Say

•   Bloomberg: What the Fed’s Hawkish Stance Means for Markets This Year

•   Bloomberg: Margins of Up to 90% Give Energy Firms That Mine Bitcoin an Edge

•   Bloomberg: War Complicates Russia’s Role in Supplying Commodities to China

•   Bloomberg: Food Security Panics Governments as Ukraine War Blocks Supplies

•   Bloomberg: The World’s Biggest Commodities Markets Are Starting to Seize Up

•   Bloomberg: World’s Top Alumina Supplier Australia Bans Exports to Russia

•   Bloomberg: World’s Biggest Oilfield Contractors Quit Future Russia Work

•   Bloomberg: Energy Consumers Head to Middle East to Drum Up More Supplies

•   Bloomberg: China Turns to U.S. Corn as War Puts Ukraine Supplies at Risk

•   Bloomberg: Tesla’s German Factory Will Exhaust the Area’s Water Supply

•   Bloomberg: One in Four Planning to Work Beyond Retirement Age - Report

•   Bloomberg: World’s Happiest Ranking Goes to Finland for Fifth Year in a Row

•   Bloomberg: Hydropower Eyes Bigger Energy Role, Less Environmental Harm

•   Reuters: As fighting rages in Mariupol, Ukraine's Zelenskiy appeals for help from Israel

•   Reuters: Russian invasion shut down 30% of Ukraine's economy, finance minister says

•   Reuters: ECB will react to second-round inflation effects - Handelsblatt

•   Reuters: ECB's Holzmann argues again for rate rise

•   Reuters: Sanctions starting to have impact on Russia, France says

•   Reuters: Chinese carrier sails through Taiwan Strait hours before Biden-Xi call

•   Reuters: China to increase scrutiny of statistical data to curb fraud

•   Reuters: EXCLUSIVE Biden administration rules Myanmar army committed genocide against Rohingya

•   Reuters: OPEC+ supply gap widens further as February compliance jumps

•   Reuters: Saudi Arabia is China's top crude supplier again as Russian oil falls 9%

•   Reuters: Analysis: Western companies wrestle with Russia 'half-exits'

•   AP: AP Exclusive: US admiral says China fully militarized isles

•   CNBC: Here’s how Covid-19 transitions from a pandemic to endemic

•   CNBC: These charts show how much it costs to charge an EV vs. refueling a gas vehicle

•   Fox News: Iran nuclear deal would make Biden 'the biggest funder of terrorism in the world': Rep. Jim Banks

•   Fox Business: Russia to open stock market this week: Impact will be 'internal,' not global

•   SCMP: China’s zero-Covid policy leaves poorer regions with little choice but ‘rigid and crude’ lockdowns

•   SCMP: Coronavirus: China’s zero-Covid policy pushes cash-strapped local governments to the brink

•   SCMP: Coronavirus: China’s steel city Tangshan halts traffic, pauses production, as mass Covid-19 tests get under way

•   SCMP: US watchers in Beijing urge closer look at Biden’s tough new ‘China hands’

•   SCMP: What next for China’s Polar Silk Road as Russian invasion of Ukraine sparks Arctic freeze?

•   SCMP: Explainer | 6 takeaways from China’s ‘two sessions’ and the economic turmoil that followed

•   SCMP: Marriage on the rocks in China as women rethink their options and Covid-19 limits take toll

•   SCMP: Ukraine conflict: as Europe shuns Russian oil and gas, China to profit from demand for solar panels, analysts say

•   Global Times: China 'won't be coerced by US' on its ties with Russia

•   Caixin: Cover Story: China’s Covid Response Calibration

•   Nikkei Asia: BOJ walks fine line as it faces the wrong kind of inflation

•   Nikkei Asia: Russia flexes muscle near Japan in show of two-front capability

•   Nikkei Asia: Japan PM to propose limits on U.N. Security Council vetoes

•   Nikkei Asia: Japan to offer India $42bn in investments during Kishida's visit

•   Nikkei Asia: Japan's top container shipper halts new bookings to Russia

•   Nikkei Asia: Toyota and Subaru idle plants as quakes disrupt supply chains

•   Nikkei Asia: GM buys SoftBank Vision Fund's stake in Cruise for $2.1bn

•   Nikkei Asia: Suzuki Motor to build new EV battery plant in India

•   매경(P1): "손실보상 50조, 현금말고 대출·세제가 대안"

•   매경: "벤처를 춤추게 하라"…尹노믹스 혁신성장, 차등의결권부터

•   매경: 尹의 시장론자들 '재정확대' 쓴소리…공공일자리·52시간제 수술하나

•   매경(P1): 尹, 21일 경제5단체장 오찬 회동

•   매경: "도대체 내 차 언제 나와"…현대차그룹, 중국산 부품 공급난에 생산 차질

•   매경: 中의존도 90%서 60%로 낮췄지만…2년 전 '그 부품' 똑같이 말썽

•   매경: 쏟아지는 확진자에 집단면역?…일주일 동안 국민14% 자연면역

•   매경: 허점 많은 소주성 정책지표…한은, 문재인 임기 끝난 후 보완

•   매경(P1): 유연탄·목재·니켈 대란, 中企 공장이 멈춘다

•   매경: "유연탄값 7배 폭등해 생산할수록 적자" 시멘트업계 직격탄

•   매경: 펄프·폐지 값도 최대 60% '쑥'…물류비도 30%올라 큰 부담

•   매경(P1): [단독] 한국 민간부채 한계 봉착…국제결제은행의 경고

•   매경: 기업수사 몸집 키운 검찰에…"먼지털기식 압박 재현되나" 재계 긴장

•   매경: 주총 표대결에 "의결권 한주라도 더"…위임장 확보경쟁 뜨거워

•   매경: "집 산 게 죄는 아니잖아"…한국, 주택 보유세 부담 OECD 평균 훌쩍

•   매경: [단독/세종 인사이드] 공정위, 인수·합병 심사때 기업에 수수료 부과 추진

•   매경: 126살 두산을 180도 바꿨다...이 남자의 정공법

•   매경: 수소 사업만 6개社…두산 '연금술' 통할까 [톡톡! 경영인]

•   매경: "관공서 수장 사무실 너무 커"

•   매경: 이 정도 스펙은 갖춰야 10대그룹 사외이사 된다 [스페셜 리포트]

•   매경: "韓대기업·PEF 10여곳서 빅딜 나온다"

•   매경: '빚투'나선 동학개미, 순매수 상위 10종목 6% 손실

•   매경: 부동산 시장 다시 온기 도나…"재건축부터 서서히 활기띨 듯"

•   매경: "취업이요? 왜 해요?"…2030, 실업급여 받아 주식, 코인 올인

•   한경(P1): "1주택 보유세 2020년 수준 인하 검토"

•   한경: "보유세 2020년 수준으로"…민주도 '文 부동산정책' 폐기 수순

•   한경: 23일 예고된 '공시가·보유세 완화안' 발표 늦추나

•   한경: 건보료도 재산과표 기본 공제 늘려 부담 줄일 듯

•   한경: 산업부의 반격 "기업 사활 걸린 공급망, 외교부가 관리할 수 있나"

•   한경: [단독] '경제안보 총괄' 신흥안보위, 총리실에 만든다

•   한경: 대선 끝나자…원전 강조하고 나선 산업부장관

•   한경: 산업은행, 결국 부산 가나…수은·기업銀도 '비상'

•   한경: '대표성 논란'에도 삼성전자 노조 만난 경계현 사장

•   한경(P1): [단독] 정부, 소상공인 지원 위해 올해 예산 구조조정 착수

•   한경(P1): 개인, 코스피 주식보다 ETF 더 샀다

•   한경: 지방선거 급한 민주…'1주택 종부세 폐지론'도

•   한경: 尹정부 'NDC 40%' 유지 가닥…"원전 중심으로 재편"

•   한경: 배출권거래제 참여기업 75% "온실가스 감축 계획 수립 못해"

•   한경: [알림] 탄소중립·녹색성장 기본법…기업의 대응전략 웨비나

•   한경: '대출 빙하기' 풀리나…"총량관리 사실상 중단"

•   한경: 환율 '오버슈팅' 끝났나…"조만간 1200원선 깨질 것"

•   한경: 차기 韓銀 총재에 이창용 유력

•   한경: 최태원 "에너지와 환경 통합한 새로운 비즈니스 모델 고민 중"

•   서경(P1): [단독] 테슬라 '차세대 전력반도체' 한국서 만든다

•   서경: '전력반도체' 韓서 만드는 테슬라…낙점한 배경은

•   서경: 기옥시아 日강진에 일부 가동 중단…유니마이크론은 中 선전공장 '스톱'

•   서경: 도요타 생산량 줄이고…현대차 러 공장 재가동 미루고…

•   서경(P1): 전세대출 '숨통'…우리銀 규제 푼다

•   서경: 8조 체코 원전 대전…韓·美·佛 3파전

•   서경(P1): “국민 10명 중 4명, 尹공약 재검토해야”

•   서경(P1): 반도체 가스 '네온' 1년새 6배나 폭등…지붕뚫린 원자재값

•   서경(P1): 인수위 반대로…한전, 2분기 전기 요금 발표 전격 연기

•   서경: 尹 '전기료 인상 백지화' 공약에 발목…내달 동결땐 한전 적자 눈덩이

•   서경: 4대 은행 평균연봉 1억 첫 돌파…KB가 1위

•   서경: 옛날 위상 되찾는 전경련…인수위서 가장 먼저 연락

•   서경: 삼성 이어 LG전자도 러 선적 중단…"글로벌 물류 차질 심화"

•   서경: '나홀로 근무족'에 공간 제공하는 스타트업이 뜬다

•   조선(P1): [단독] ”보급 목표 초과 달성” 자화자찬한 재생에너지, 실상은 ‘1000MW 뻥튀기’

•   조선(P1): “무더기 사망 나올 수 있다” 의협, 거리두기 완화 반발

※   “21일부터 사회적 거리 두기에 따른 사적모임 인원 제한은 6명에서 8명으로 확대한다”

•   조선: 재감염 미스터리... 영국은 확진자의 10%, 한국은 0.0018%

•   조선: 단기간 재감염 가능성 낮아... 코로나 완전종식 되는 집단면역은 어려워

•   조선(P1): 대통령 집무실, 광화문 대신 용산 간다

•   조선(P1): 美·英 스텔스 오미크론 폭증… 한국도 비상

•   조선비즈: “韓 경제, 올해 3% 성장 힘들다”…우크라 전쟁 충격에 경기둔화 파열음

•   조선비즈: 현대硏 “국제유가 100달러시 올해 성장률 3% 하회”

•   조선비즈: 대한상의 “기업 90% 탄소중립 목표 수립했지만, 조기 이행하려면 과감한 정부 지원 필요”

•   조선비즈: 전기차 후발주자 “뭉쳐야 산다”… 車 뼈대도 공유

•   조선비즈: “尹 당선됐으니 재건축이 나은거 아냐?”… 계산기 두드리는 리모델링 추진 단지들

•   조선비즈: 가성비폰 ‘갤럭시A’로 승부수 띄운 삼성… A53·A33 이어 A73 공개

•   조선비즈: [세종풍향계] 韓 “굳건한 교역동맹” vs 美 “시장 더 열어라”…‘동상이몽’ FTA 10주년 행사

•   조선비즈: 에너지 소비 연평균 1.7% 늘어…산업·수송이 증가 주도

•   조선비즈: 對 러·우크라 수출 중소기업 75% “피해 봤다”

•   조선비즈: 尹인수위 경제브레인의 구상은?… “136조 지출 구조조정” “산학연계 강화” “규제 개혁”

•   조선비즈: 삼성을 입고 쓰는 시대 온다… 로봇·메타버스 사업 공식화

•   조선비즈: 원자재 대란에도… ‘적폐‘로 찍혀 팔려나가는 해외 광산

•   중앙: 전력 구입비 상한제 검토, 전기료 인상 백지화 하나

•   중앙(P1): 연금개혁 4년 방치…자식세대 보험료 월급의 26% 낼 판

•   동아(P1): [단독]확진 폭증에, 머크 ‘먹는 치료제’ 이르면 내주 승인

•   동아: “머크 ‘먹는 치료제’, 투약조건 덜 까다로워”… 효능 낮은건 한계

•   세계: “오미크론 치명률, 독감의 50배”… 말 바꾸는 정부

•   세계(P1): 北 이번엔 방사포 시위… 서해상으로 4발 발사

•   한겨레(P1): “야근지옥 부활할라” 윤석열 노동 정책에 긴장하는 IT노동자

•   한겨레: 치솟는 기름값에 직장인은 출퇴근, 물류·배달 종사자는 생계 ‘막막’

•   머니투데이: '쿠세권'이 뭐길래?…생활서비스 격차에 주목해야 하는 이유

•   헤럴드경제(P1): 정부 “대외 불확실성 점증, 경제 악영향 우려”

※   기재부: [보도참고] 2022년 3월 최근 경제동향

•   파이낸셜뉴스(P1): 빗장 풀린 해외여행… 항공·여행업계 날개 편다

•   파이낸셜뉴스: [단독]‘공공요금 인상’ 검토하는 인수위… 6월 지선후 유력 [윤석열 시대]

•   아시아경제(P1): '공포' 잊은 동학개미의 닥공…기관·외국인 물량 죄다 줍줍

•   아시아경제: 韓 세계 3위 반도체 소재 소비국…작년 16% 증가

•   디지털타임스(P1): 현대차, 中법인에 1.2조 증자… "전동화 본격 투자"

•   디지털타임스: "세계최고 띄우자"… 성층권 드론 개발 도전장

•   이데일리(P1): 올해 임기만료만 96명…잇단 정치이벤트에 `낙하산 큰장` 선다

•   이데일리: 알박기 논란에 흔들리는 한수원…정권교체기가 두려운 공공기관

•   이데일리: 인사 멈춰선 금융권 `사실상 공공기관`들, 낙하산 영향권에

•   연합: 오후 9시까지 20만4054명 확진…어제보다 11만4784명 적어

•   연합: "코로나19 사태속 저소득층 물가부담, 고소득층의 1.4배"

•   전자신문(P1): LG엔솔, 전기이륜차 배터리·충전시장 진출한다

•   전자신문: [IT핫테크]부끄럽지 않은 비행 '수소 항공기'

•   전자신문: [사이언스온고지신]미래를 위한 신재생에너지, 페로브스카이트 태양전지

[Opinions]

•   Project Syndicate(Lucrezia Reichlin): Preparing Europe's Economy for War

•   Project Syndicate(Mark Leonard): Welcome to the Jungle

•   Project Syndicate(Robert Skidelsky): Think Twice Before Sanctioning Russia Further

•   Project Syndicate(Helmut K. Anheier): The German Government's First Report Card

•   Project Syndicate(Daniel Gros): The Smartest EU Sanction on Russia

•   Project Syndicate(Dante Alighieri Disparte): The Biden Administration Gets Serious About Web3

•   Project Syndicate(Jeffrey Frankel): These Russia Sanctions Are Different

•   FT(Editorial Board): Monetary policy in uncertain times

•   FT(Editorial Board): Putin’s war is a tragedy for the Russian people, too

•   FT(Editorial Board): How to ease Britain’s cost of living crisis

•   FT(Editorial Board): Joe Biden’s chance to articulate a new US foreign policy

•   FT(Martin Wolf): Rishi Sunak has short-term challenges, but he should also look further ahead

•   FT(Katie Martin): Markets rally as the bad news keeps rolling in

•   FT(Leo Lewis): Chinese market rally disguises concerns over deglobalisation

•   FT(Helen Thomas): Why UK energy needs an ‘everything’ strategy after Russia’s war

•   FT(Alan Livsey): Boom in ESG ratings leaves trail of confusion

•   FT(Philip Stafford): Traders in uproar over the LME

•   FT(Karen Betts): Food price rises are inevitable as sanctions bite

•   FT(Lex): US mortgage lenders: higher rates bring down the house

•   WSJ(Editorial Board): Russia’s Massacre in Mariupol

•   WSJ(Editorial Board): China’s Great-Power Play

•   WSJ(Editorial Board): How Biden Lost Saudi Arabia

•   WSJ(Editorial Board): China’s Next Contagion?

•   WSJ(Editorial Board): Don’t Go Wobbly on Ukraine Now

•   WSJ(Editorial Board): The Next NATO Expansion

•   WSJ(Peggy Noonan): On Ukraine, History Is Listening

•   WSJ(Andy Kessler): War Always Muddles Markets

•   WSJ(Sadanand Dhume): How Covid Bungling Can Win You an Election

•   WSJ(Adam O’Neal): Russia, China and the New Cold War

•   WSJ(Nicholas A. Lambert): What Real Economic Warfare Looked Like

•   WSJ(Paul Kolbe): Turkey’s Russian Missiles Could Defend Ukraine

•   WSJ(Bing West): Russian Withdrawal Isn’t Enough

•   WSJ(Nadia Schadlow): Why Deterrence Failed Against Russia

•   WSJ(Jay Clayton, Patrick McHenry): The SEC’s Climate-Change Overreach

•   NYT(Thomas L. Friedman): It’s Now Putin’s Plan B in Ukraine vs. Biden’s and Zelensky’s Plan A

•   NYT(Tom Z. Collina): Why America Should Not Deepen Its Military Involvement in Ukraine

•   NYT(Siddharth Sridhar): Why Omicron Is So Deadly in Hong Kong

•   NYT(Yaroslav Hrytsak): Putin Made a Profound Miscalculation on Ukraine

•   NYT(Varia Bortsova): Russia Will Remake Itself. But It Has to Crumble First.

•   WP(Editorial Board): Russia and China said their friendship had ‘no limits.’ It’s up to the United States to impose some.

•   WP(Editorial Board): The Ukraine crisis should make us rethink what cyberwarfare is

•   WP(Editorial Board): Let’s be honest about what really caused the gas price spike

•   WP(Marco Rubio): China is complicit in Russia’s war on Ukraine

•   WP(David Ignatius): Watching Russia’s military failures is exhilarating. But a cornered Putin is dangerous.

•   WP(David Von Drehle): Putin should know: There’s more than one way for a bloody siege to end

•   WP(Hugh Hewitt): How the coming deal with Iran helps Russia

•   WP(Keith B. Richburg): So much for Xi Jinping’s triumphal year

•   WP(Sebastian Mallaby): Ignore the naysayers. Dollar dominance is here to stay.

•   WP(Kate Brown, Susan Solomon): One thing nuclear power plants weren’t built to survive: War

•   Bloomberg(Robert Burgess): Bond Yield Curve Isn't Flashing a Recession Signal Yet

•   Bloomberg(Andy Mukherjee): Oil’s Not at $200. But It’s Pricey Enough for Asia

•   Bloomberg(Liam Denning): Ukraine War Ends the World as We Know It

•   Bloomberg(Julian Lee): Cutting Oil Demand Would Hurt Russia and Ease a Supply Crisis

•   Bloomberg(Ramesh Ponnuru): Ukraine War Fallout: It's Not the Fed's Job to Stop Supply-Side Inflation

•   Bloomberg(James Stavridis): What Ukraine Can Learn From Finland’s Stand 80 Years Ago

•   Bloomberg(Mark Gilbert): The Bank of England Taketh Away. Rishi Sunak Should Giveth.

•   Bloomberg(Matthew Yglesias): The Great Man Theory of Current Events

•   Bloomberg(Philip Bobbitt, Gregory Treverton): Three Ways the ‘Market State’ Can Ease Ukraine’s Suffering

•   Bloomberg(Lara Williams): Russian Army Looks Like the Old Soviet Version: Charts of the Week

•   Bloomberg(Paul J. Davies): How Did Europe Get Hooked on Russian Energy?

•   Bloomberg(Narayana Kocherlakota): Has the Fed Given Up on Fighting Inflation?

•   CNN(Chris Wellisz): Technology is transforming the nature of money. Here's how it will affect our lives

•   MarketWatch(Jurica Dujmovic): Nuclear power can be part of the energy solution if we can get over our unfounded fears