Global Economic Monitor 220404

(Introduction)

[Markets]

•   Global: Shares bounce, US yield curve inverts after strong jobs data

※   U.S. stocks drop, Treasury yield curve inverts

※   U.S. employers added 431,000 jobs in March

※   U.S. jobless rate at 3.6%

※   Euro zone inflation 7.5% in March

※   Oil heading for 13% fall this week

•   US: Two-Year Treasury Yield Climbs Above 10-Year Again

•   Metals: Copper pressured by soft China data and Shanghai lockdowns

•   Grains: Soy extends slide after record U.S. acreage forecast, corn mixed

•   한국: 인플레·경기둔화 우려 확대에 코스피 2,730대 하락 마감

•   한국: 거리두기와 거리둔 정부…리오프닝株 일제히 환호

[Indicators]

•   OPEC Mar. Oil output: OPEC output rise in March falls short of pledged increase - survey

•   US Mar. Nonfarm payrolls: U.S. March Jobs Report Shows Strong Hiring Momentum

※   Economists see labor market growing briskly as more workers seek jobs

※   WSJ: Wage Gains Show Signs of Slowing

※   WSJ: March Jobs Report Keeps Fed on Track for Larger Rate Rise in May

※   WSJ: How Low Can Unemployment Go?

•   US Mar. Manufacturing PMI(ISM): U.S. Manufacturing Growth Loses Steam, Inflation Pressures Grow

•   US Feb. Construction spending: U.S. construction spending slows in February

•   US Weekly Rig count: US drillers add three oil and gas rigs amid slow growth

•   Eurozone Mar. CPI: Surging fuel and food prices send eurozone inflation to new high of 7.5%

※   Record rate for bloc increases pressure on European Central Bank to raise interest rates

•   China Mar. Manufacturing PMI(Caixin): China March factory activity contracts at sharpest rate in 2 years - Caixin PMI

•   China Mar. Home sales: China Home Sales Slump Worsens Despite Vows to Support Market

•   Japan Q1 Tankan index: Ukraine invasion and rising energy costs hit Japanese business confidence

※   Nikkei Asia: Weak yen loses its magic for Japan's manufacturers

•   India Mar. Balance of trade: India Merchandise Exports at Record High of $418 Billion in FY22

•   India Mar. Electricity output: India's electricity output in March grows at fastest rate in 3 months

•   India Mar. Coal output: India's annual coal output up 8.6%, supply up 18.4%

•   India Mar. GST collections: GST collections hit all-time high of ₹1.42Lcr in March

•   Brazil Mar. Balance of trade: Brazil Exports Hit Record High in March on Commodity Prices, War

•   Indonesia Mar. CPI: Indonesia's March inflation at 2-year high on food prices

•   Russia Mar. Manufacturing PMI: Russia’s Manufacturing Activity Shrinks as Sanctions Over Ukraine Bite

•   한국 2월 온라인쇼핑 동향: 배달음식 주문 하루 평균 802억…2월 온라인쇼핑 1년새 14% 쑥

•   한국 3월 무역수지: 수출 신기록 세웠지만…고유가 악재에 무역수지 '반짝 흑자' 끝나

•   한국 3월 은행 가계대출 잔액: 3월 가계대출 2조7천억원 감소

•   한국 3월 은행 기업대출 잔액: 5대 시중銀 기업대출 올들어 18조 급증

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매수심리 4주째 '쑥'

[News]

•   WSJ: Ukraine Strikes Inside Russian Territory, Russians Say

※   Offensive maneuver comes as Russian forces regroup and Ukrainian troops press forward around Kyiv

•   WSJ: Russian Strategy in Ukraine Shifts After Setbacks, and a Lengthy War Looms

•   WSJ: Roman Abramovich’s Abrupt Transformation From Shunned Oligarch to Wartime Envoy

•   WSJ: Behind the Front Lines, Russia’s Military Struggles to Supply Its Forces

•   WSJ: Russia Says It Is Ready to Supply Any Goods India Wants to Buy

•   WSJ: In Ukraine, New Reports of War Crimes Emerge as Russians Retreat From Kyiv Area

※   Findings by rights groups and Ukrainian authorities could alter global response

•   WSJ: On NATO’s Front Line, Russia’s Threat Draws New Allied Forces

•   WSJ: Vladimir Putin’s 20-Year March to War in Ukraine—and How the West Mishandled It

•   WSJ: Western Nations, Allies to Release Oil From Reserves

※   Most of Europe, Canada, Mexico, Japan and South Korea will join the U.S. in a bid to tame prices that have soared following Russia’s invasion of Ukraine

•   WSJ: Economists Seek Recession Clues in the Yield Curve

•   WSJ: Shanghai’s Other Half Enters Lockdown as Reported Covid-19 Cases Edge Down

•   WSJ: Shanghai Battles Covid-19 Outbreaks in Another Elderly-Care Hospital

•   WSJ: Shanghai’s Workers Sleep on Floors to Keep Factories Going Amid Covid-19 Lockdown

•   WSJ: Xi Jinping’s ‘Common Prosperity’ Was Everywhere, but China Backed Off

•   WSJ: China’s Bet on Sending Its Exports Through Russia Hits Setback

•   WSJ: Yemen Parties Agree to Two-Month Truce

•   WSJ: Economic Crisis Is Prize for Winner of Pakistan Power Struggle

•   WSJ: Hungary’s Viktor Orban Wins Another Term in Office

•   WSJ: Xi Jinping’s ‘Common Prosperity’ Was Everywhere, but China Backed Off

•   WSJ: Stock Exchange Suspends Chinese Developers for Missing Annual Results Deadlines

•   WSJ: The Fed Is on the March. Can Your Bond Fund Keep Up?

•   WSJ: Russia War in Ukraine Exposes Weakness in ESG Fund

•   WSJ: The Investor Who’s Sticking With Russia

•   WSJ: Short Sellers Bet Tether, Crypto’s Central Bank, Is Vulnerable to a Run

•   WSJ: Stock Funds Slump 6.2% So Far in ’22

•   WSJ: How the SEC’s Swaps Proposal Could Choke Off Shareholder Activism

•   WSJ: As the Fed Raises Interest Rates, and Other Central Banks Don’t, What Will That Mean for U.S. Stocks?

•   WSJ: Asian Liquefied Natural Gas Demand Is Cooling Fast

•   WSJ: Amazon Workers in New York Vote to Form Tech Giant’s First U.S. Union

•   WSJ: Amazon Workers’ Union Victory Bolsters Revitalized Labor Movement

•   WSJ: Toyota, GM Report Slowing U.S. Auto Sales

•   WSJ: How Microsoft Became Washington’s Favorite Tech Giant

•   WSJ: Amazon, Alphabet and Others Are Quietly Rolling Out Drone Delivery Across America

•   WSJ: CEO Pay Heads for Record as Pandemic Recedes

•   WSJ: Masks Come Off, Mandates Loosen as Companies Relax Covid-19 Protocols

•   WSJ: Tesla Deliveries Rose in Quarter Elon Musk Calls Exceptionally Difficult

•   WSJ: Outdoor Dining Saved Restaurants, but Making It Permanent Is Complicated

•   WSJ: Americans Were Great About Paying Their Debts in the Pandemic. Don’t Expect It to Last.

•   NYT: Mariupol Mass Evacuation Falters as Red Cross Judges It Too Dangerous

•   NYT: Shaken at First, Many Russians Now Rally Behind Putin’s Invasion

•   NYT: U.S. Will Help Transfer Soviet-Made Tanks to Ukraine

•   NYT: Putin Reminds the World He Still Wields a Powerful Economic Weapon

•   NYT: When the Russians Picked the Wrong Town to Invade

•   NYT: Pope Francis Inches Closer to Blaming Putin for War in Ukraine

•   NYT: For Putin, Invasion Is the Latest in a Long String of Failures in Ukraine

•   NYT: Russia’s Aggression Prompts Calls to Rethink U.S. Uranium Imports

•   NYT: As Biden Pleads for More Covid Aid, States Are Awash in Federal Dollars

•   NYT: The ‘China Model’ is being tested by Covid, Russia and the economy. And it’s coming up short.

•   NYT: Energy prices in Europe soar 45 percent as inflation hits another record.

•   NYT: War in Ukraine Compounds Hunger in East Africa

•   NYT: Cuts in Britain Could Cause a Covid Data Drought

•   NYT: Asia Welcomes Travelers, but Japan Says, Not Yet

•   NYT: How to Endure the Big Decline in Bonds

•   NYT: Climate Optimism

•   NYT: Thomas Piketty Thinks America Is Primed for Wealth Redistribution

•   NYT: Inflation Is Affecting Watch Prices, Too

•   WP: In Putin’s Ukraine quagmire, echoes of Soviet failure in Afghanistan

•   WP: In targeted Russian economy, businesses operate without Western products

•   WP: Odessa rocked by explosions as Russia claims strikes on oil refinery, fuel depots

•   WP: Ukraine had the world’s biggest plane. Russia’s assault destroyed it.

•   WP: After weeks of street battles, Kyiv suburb is scene of ruin

•   WP: How long covid is accelerating a revolution in medical research

•   FT: China calls on EU to act independently of US foreign policy

※   Beijing and Brussels clash over Russia’s invasion of Ukraine as Xi Jinping warns against ‘cold war mentality’

•   FT: European gas buyers have at least 2 weeks to pay in roubles, says Kremlin

•   FT: US insists sanctions are working despite rouble’s rebound

•   FT: Russia steadies rouble with harsh capital controls and investment curbs

•   FT: Russian guardsmen case reveals dissent over invasion of Ukraine

•   FT: German industry sounds alarm over energy rationing plan

•   FT: Lithuania becomes first EU country to end imports of Russian gas

•   FT: Ukraine war sparks European debate on merits of neutrality

•   FT: Ukraine war piles pressure on Europe’s farmers

•   FT: Energy expert slams UK’s net zero strategy as ‘hopelessly unrealistic’

•   FT: UK offices empty fast as Covid infection rates reach record high

•   FT: Biden raids US oil reserve after failing to bring Gulf partners on side

•   FT: American motorists press the accelerator despite oil shortfall

•   FT: Fed’s Daly says case for half-point rate rise in May has grown

•   FT: Have surging oil prices stoked Turkish inflation even further?

•   FT: Imran Khan pitches Pakistan into constitutional crisis

•   FT: Global fundraising in capital markets shrinks by $900bn in first quarter

•   FT: Global dealmaking falls to lowest level since start of pandemic

•   FT: Electric vehicle start-ups face their toughest challenge: making cars

•   FT: Biden doing more harm to renewables than Trump, says solar boss

•   FT: What Tesla’s Berlin Gigafactory means for its future in China

•   Bloomberg: Biden’s Russia Trade-Ban Options Include Oil Equipment, Metals

•   Bloomberg: U.S. Economy Looks Strong Enough to Avoid Recession, IMF Says

•   Bloomberg: Fed Seeking to Find Where ‘Phantom Menace’ Neutral Rate Sits

•   Bloomberg: Fed’s Williams Sees Sequence of Steps to Raise Rates to Neutral

•   Bloomberg: Fed’s Evans Favors Quarter-Point Rate Hikes at Each 2022 Meeting

•   Bloomberg: Cathie Wood Says Fed Hiking Interest Rates Would Be a Mistake

•   Bloomberg: Summers Says Billionaire Tax Bad Idea, Urges Corporate-Tax Focus

•   Bloomberg: Biden Administration Speeds Fuel-Economy Rules Trump Slowed

•   Bloomberg: The Price for Europe to Wean Off Russian Gas Keeps Going Up

•   Bloomberg: Euro Bulls Call End to Currency Rout After ECB’s ‘Regime Shift’

•   Bloomberg: Knot Says ECB Could Raise Rates Any Time From September

•   Bloomberg: ECB Policy Normalization Still Appropriate, Schnabel Says

•   Bloomberg: ECB May Rethink Stimulus Exit If Outlook Worsens, Lane Says

•   Bloomberg: ECB Turns Down Energy Traders’ Request for Financial Support

•   Bloomberg: ECB’s Makhlouf Says Central Banks Need to Keep Eye on Inequality

•   Bloomberg: Macron on Track for Another Run at Revamping the French Economy

•   Bloomberg: U.K. to Unveil Energy Revamp With Focus on Nuclear and Wind

•   Bloomberg: Era of Shocks Replaces Great Moderation, U.K. Budget Chief Says

•   Bloomberg: Germany Asks Companies About Gas Usage in Case of Russia Cutoff

•   Bloomberg: Iran Says Agreement to Revive Nuclear Deal With U.S. Is Close

•   Bloomberg: China Finds New Virus Subtype as Daily Cases Exceed 13,000

※   reporting a case infected with a new subtype of the omicron variant

•   Bloomberg: China Seen Hitting Climate Goal Early Even as Beijing Backs Coal

•   Bloomberg: Top Chinese Diplomat Says Nobody Can Break Up the G-20 Bloc

•   Bloomberg: Citigroup Sees Nearly 1-Point Cut to China’s Quarterly GDP

•   Bloomberg: Peru Raises Minimum Wage as Surging Prices Spur Protests

•   Bloomberg: Cost of Living Rises in India as Companies Pass on Higher Prices

•   Bloomberg: India Will Continue to Buy Oil From Russia, Sitharaman Says

•   Bloomberg: Two Colombian Polls Show No Clear Winner in Presidential Runoff

•   Bloomberg: Latin American Debt Emerges as a Haven 6,000 Miles Away From War

•   Bloomberg: S. Africa Power Program Faces Delay as Appeal Right Granted

•   Bloomberg: Oil Prices Don’t Fully Reflect Russian Supply Risks, Vitol Says

•   Bloomberg: OPEC Struggled With Modest Oil Supply Boost During Russia Tumult

•   Bloomberg: Gazprom Starts Telling Clients How to Pay for Gas in Rubles

•   Bloomberg: Gazprom Exports Surged in March Ahead of Ruble Payment Deadline

•   Bloomberg: Russian Ships Switch Flags at Record Rate on Sanctions Scrutiny

•   Bloomberg: Two Chinese mRNA Covid Vaccines Move Toward Clinical Trials

•   Bloomberg: Sinopharm Says Second-Generation Vaccine Approved for Trial

•   Bloomberg: China Chipmaker’s Buyer Said to Miss $9 Billion Payment Deadline

•   Bloomberg: Nevada Hydrogen Factory to Convert Methane Gas From Garbage Into Fuel

•   Reuters: EXCLUSIVE Ukraine mulls international bonds to fund war defence effort

•   Reuters: U.S. economy not letting war, pandemic get in the way of a good time

•   Reuters: Exclusive: U.S. cancels ICBM test due to Russia nuclear tensions

•   Reuters: EU says it eyes further Russia sanctions that will not affect energy sector

•   Reuters: Russia accounts for nearly 40% of German January oil imports -data

•   Reuters: Russia's total number of COVID-related deaths hits nearly 778,000

•   Reuters: China's farmers face fertiliser crunch as COVID measures hamper deliveries

•   Reuters: EXCLUSIVE Peru targets copper price windfall in dialed-back tax reform, minister says

•   Reuters: Analysis: Russia's rouble rebound is not as real as it seems

•   Reuters: Analysis: In Russia-Europe gas standoff, both sides lose

•   Reuters: Analysis: BOJ to keep rates low as strong, not weak, yen still Kuroda's enemy No. 1

•   AP: Talks on new UN climate report going down to the wire

•   AP: Analysis: Oil prices, Ukraine war create Saudi pivot point

•   CNBC: Soaring markets helped the richest 1% gain $6.5 trillion in wealth last year, according to the Fed

•   MarketWatch: Is a yield curve inversion a foreboding sign for mortgage rates? Economists weigh in.

•   Fox News: Axios reporter says Biden's economic accomplishments are 'largely irrelevant' amid high inflation, gas prices

•   Fox News: CNN guest warns tapping into oil reserves won't help US gas prices: 'If we don't refill’ we’re 'in trouble'

•   SCMP: China reaches out to Asian neighbours after Ukraine war causes further tensions with US

•   SCMP: China’s exporters, foreign investors fear being left in the dark as Canton Fair goes online only

•   SCMP: China vows to bolster energy security as Ukraine war stokes ‘period of turbulence’

•   SCMP: Chinese consumers splurge on luxury goods as ‘Covid hasn’t changed the lifestyle of the rich’

•   SCMP: China digital currency: e-CNY rollouts expand to Hangzhou and Chongqing as Chinese central bank seeks broad support for its push to go cashless

•   SCMP: Climate change: China suffered world’s second worst losses from floods in 2021, Swiss Re study shows

•   SCMP: China’s cities ease property curbs as economy takes an Omicron hit

•   SCMP: Shanghai Port operations hit by city’s Covid-19 outbreak

•   SCMP: Will China’s hopes of a Modi visit hit a BRICS wall?

•   SCMP: Explainer | What is the XE Omicron hybrid and should we be worried about it?

•   Caixin: Cover Story: Shanghai Fights a New Covid Enemy With Old Weapons

•   Caixin: China Green Bulletin: Beijing Sets 2022 Energy Production Targets

•   Nikkei Asia: Yen slide breeds uncertainty over BOJ yield cap policy

•   Nikkei Asia: Japan battery material producers lose spark as China races ahead

•   Nikkei Asia: Japan will maintain Russia oil and gas projects: economy minister

•   Nikkei Asia: Panasonic focuses on batteries, other 'growth areas' in shake-up

•   Nikkei Asia: Top Japan banks MUFG, SMFG join exit from coal mine funding

•   Nikkei Asia: Japan's Inpex to join nuclear fusion race with startup investments

•   Nikkei Asia: U.S. expects more to join Russia tech sanctions: commerce official

•   Mainichi: 55% of Japan firms based overseas impacted by Ukraine crisis: poll

•   Japan Times: China's 'COVID zero' and yuan's rise versus yen add pressure on Japan's economy

•   Economic Times: FY23 GDP growth estimated at 7.4 pc: Ficci

•   매경(P1): [단독] MB 자원외교 부활…정부 "해외광산 안판다"

•   매경(P1): 이창용의 매파色 "빠른 가계빚 증가…한은, 신호줄 필요"

•   매경: "韓美 기준금리 역전 가능성…원화 약세로 물가 악영향 우려"

•   매경: 韓경제 시한폭탄 가계빚…1900조원 사상최대

•   매경: '경제정책 어젠다' 저자들, 윤석열 정부서 활약 예고

•   매경: 반도체 두뇌 설계 1위 ARM 인수전…최태원 나선 까닭

•   매경: 구글 횡포?…OTT 이용료 인상 책임 공방

•   매경(P1): 월세 4000만원, 전세 75억 '신고가'…전월세 시장 요동친다

•   매경(P1): 돈뿌리기 청구서 날아든다…내년 만기 국채 90조 '최대

※   기재부: 국채백서, 「국채 2021」 발간

•   매경: "식량·특허서도 국익 지켜라"…인수위, 경제안보 전방위 확대

•   매경: 집무실 용산이전 어쩌나…한미훈련에 일부 부서 못옮겨

•   매경: 尹 한미정책협의단 訪美…바이든과 회동여부 주목

•   매경: [단독] "국민연금 고갈 눈앞…당장 손익계산 나서야"

•   매경: 경유값 13년만에 1900원 넘었다…정부, 화물차 유가보조금 확대 검토

•   매경: LPG가격 '쑥' 택시기사 울상…수송용 ㎏당 1851원까지 올라

•   매경: 쌍용차·선도전기 등 42곳 '상장폐지 위기'

•   매경: "공매도 규제 풀어 MSCI 편입을"

•   한경(P1): [단독] 초대 총리 한덕수…윤석열 발표만 남았다

•   한경: 한덕수는 누구인가…공직사회서 '자기관리 끝판왕'으로 통해

•   한경(P1): 코로나 뚫은 제조업…'1조 클럽' 두 배 늘어

•   한경: "4424가구 은마아파트, 매매 달랑 3건"…중개업소 '비명'

•   한경: 尹 공약대로…'은행 예대금리차' 공시한다

•   한경: 은행연합회의 반박…"신규 취급액 기준으론 예대금리차 줄고 있다"

•   한경: '알박기' 시도하던 정재훈…산업부, 연임 제청 않기로

•   한경: DSR 규제도 완화되나…인수위, 금감원 현안 논의

•   한경: 기재부 '문재인 정부 일자리 사업' 칼 댄다

•   한경: 현대차·기아, 지난달 국내 판매 동반 부진

•   한경: '6만전자'가 바닥?…삼성그룹펀드에 뭉칫돈

•   한경: 카페·식당 '설거지 대란'…"왜 하필 지금" 사장님들 뿔났다

•   한경(P1): 첫 총리 한덕수…윤석열 대통령 당선인 "경제안보 적임자"

•   한경: 20년 前 관용차로 수입차 타며 한·미 FTA 주도

•   한경: 한덕수 "주택 공급 필요하지만 재건축 규제완화 신중해야"

•   한경: "靑 주도 국정운영은 불가능…장관이 함께 일할 사람 뽑게 해야"

•   한경: 경제부총리 추경호, 외교 박진, 법무 한찬식 유력

•   한경: 제왕적 대통령 탈피…윤석열 "내각에 권한 주되 책임 묻겠다"

•   한경: '역린' 될라…임명직 한계에 대통령 뜻 이행하는 '관리형' 그쳐

•   한경(P1): 인수위 "DSR 완화, 현재로선 검토한 바 없다"

•   한경(P1): "판이 뒤집혔다"…'삼성 20년 독주' 깬 미래에셋

•   한경(P1): "높아진 변동성, 분산투자 적기"

•   한경: 삼전·카카오 소액주주 줄었다…'동학개미' 이탈 본격화하나

•   한경: 더 강해진 EU 탄소국경세, 적용 품목 5→9개로 늘어

•   한경: "우크라 사태發 인플레 쇼크…전세계로 스태그플레이션 번질 수도"

•   한경: 美·유럽 진격하는 中 배터리…코너 몰리는 '국내 빅3'

•   한경: 현대차·기아 美 판매, 1분기도 혼다 제쳐

•   한경: "서울 아파트값 10% 이상 오를 것…무주택자, 적극 청약해야"

•   한경: PCB·리오프닝·은행이 '1분기 삼대장'…화려한 실적 예고

•   서경(P1): 공급대란에 자원 무기화…'결핍의 인플레' 온다

•   서경: 식품亂, 인력亂, 주거亂…글로벌 '고난의 행군' 시작됐다

•   서경: "3월 물가 더 올라…유류세 인하론 부족"

•   서경: 원자재의 나비효과…세탁기 20% 오르고 신차는 수백만원 쑥

•   서경: "경제 보고는 시간제한 없다"…부동산 이어 물가 현미경점검 주문

•   서경: 조선업 불황 끝 활황에 인력 55% 감소… 하반기엔 1만명 부족

•   서경: 10억 집 팔면 양도세 1.4억 아낀다…다주택자 매물 나올까

•   서경: [글로벌WHY-우크라發 위기에 중남미·중동시장 '희비'] 신흥국도 양극화…스리랑카·브라질 운명 가른 '자원의 힘'

•   서경: 쌍용차 노리는 쌍방울…1조 자금조달이 변수

•   서경: “올 것이 왔다"…4월부터 재택근무 종료에 직장인 '술렁'

•   서경(P1): 5일 내년도 최저임금 첫 회의…尹 '노동정책' 시험대

•   서경: 13년째 공익위원이 칼자루…업종별 차등화도 노사갈등 뇌관

•   서경: 최저임금 핵심 변수는 '인플레'…노동계, 4%대 물가 대비 두배 제시

•   서경(P1): 이젠 남아 버려지는 백신…올 수천만 회분 폐기 위기

•   서경(P1): 양도세 중과 유예…'전세 낀 증여'만 늘리나

•   서경: 한전, 고유가로 죽쑤는데 …발전 자회사는 잘나가네

•   서경: 美, 공장 늘렸는데 일할 사람 없어…대놓고 韓 EUV 인재 '빼가기'

•   서경: [단독] 재건축 기대감에 뛰는 집값 잡는다…'토지거래허가제' 강화 추진

•   조선(P1): [NOW] “배민 1 주문 말아주세요” 식당 사장님들의 반격

•   조선(P1): “공장 돌릴수록 손해” 멈춰서는 중소기업

•   조선: 고철·선철값 급등 쇼크… 30년 우량中企도 쓰러졌다

•   조선(P1): “北 핵실험 준비 착수… 美 군사적 대응 검토”

•   조선: 이제와서… 서욱 국방장관 “北 미사일 발사 징후시 정밀타격 태세 갖춰”

•   조선: 인수위 “전국에 250만호 공급, 국토부·서울시 1호 TF구성”

•   조선: 보건소 신속항원검사 11일부터 중단

•   조선: “5~11세 백신접종 땐 입원확률 68% 줄어”

•   조선(P1): 100대 기업, 영업이익 2배 늘었지만 고용은 제자리

•   조선: 젊은 직장인들 “거리두기 풀리면 회식도 풀릴라”

•   조선: 요즘 기업들, 로봇 얘기만 한다

•   조선: 공항버스·자율주행 배송·차량 정비… 바퀴 달린 모든 것을 공략한다

•   조선비즈: 1분기 국내 주식·채권 하락…펀드 수익률 ‘마이너스’

•   조선비즈: 車 무게 줄여라… 시트부터 피스톤까지 3D 프린터로

•   조선비즈: [5G 가입자 2000만]④ 5G보다 50배 빠른 6G도 세계 최초 잰걸음

•   조선비즈: “강한 경제 회복” 文 극찬한 2월 무역흑자, 실제 출항 여부로 보니 적자였네

•   조선비즈: OLED TV 외면하는 삼성전자… 미니LED 띄우기에 총력

•   조선비즈: 사상 초유 ‘총재 공석’ 금통위…4월 금리인상 강행하나

•   조선비즈: 사방팔방서 영업정지 걱정하는 건설업계

•   조선비즈: 삼성전자 1분기 최고 실적 예고에… 부품 계열사도 역대급 성적 기대

•   인베스트조선: HDC현산 사태 계기로 '안전리스크' 부상한 채권시장

•   인베스트조선: 디스플레이 동맹설 두고 삼성-LG '동상이몽'…"더 절실한 쪽은 상대방"

•   인베스트조선: 산업은행, 매각 번번이 실패에 회수율도 낮아…"이런 성과면 부산으로 가도?"

•   중앙: 돈 안 들이고 주가 띄우기, 1분기에만 9개 기업 ‘주식분할’

•   중앙(P1): 2주 뒤 방역 해제 검토…실외선 마스크 벗을 듯

•   중앙(P1): 김여정, 대남 압박 “핵보유국 상대로 선제타격은 객기”

•   중앙(P1): 규제 완화 기대감에…은마아파트 호가, 한달 새 2억 올랐다

•   중앙: 판문점서 남북정상 만나기 한달 전…북, 탄도미사일에 쓸 합금 사들였다

•   동아: 전문가들 “산은, 62개 자회사 인사에 직간접 영향”

•   동아: [단독]산업부, ‘기관장 사퇴종용’ 뒷받침 정황 나와

•   동아(P1): 가계-기업 빚 4500조…‘부실폭탄 부메랑’ 온다

•   동아: 곳곳 ‘빚투’ 폭탄… 年700% 사채 쓰고, 집담보대출 날려 이자 걱정

•   동아: “코로나후 3억 빚더미”… 개인파산 年 5만명 육박

•   동아: SNS ‘대출’ 언급 2년새 86% 급증… ‘부담’ 함께 거론

•   동아: “양도세 완화된다니 집 팔것”… 전국 광역市道 아파트 매물 증가

•   동아: 외국인, 올 1분기 7조5962억 셀코리아

•   동아: 경총 “노동이사제 등 올해 단체교섭서 주요 쟁점”

•   한국(P1): 러시아 상황 교훈? “중국서 1분기 외국인 투자 사상 최대 유출”

•   한국: 변이, 또 변이... 이번이 '마지막 거리두기' 될 수 있을까

•   한국: 멀어지는 삼천피? 증권가 올해 주가 전망 줄줄이 내렸다

•   한국: 변동금리 대출 비중 8년 만에 최고... '이자 후폭풍' 몰려온다

•   국민(P1): 사망 지속에 변수 속출… 고령층 4차 접종 골머리

•   국민(P1): 추경 50조→ 30조로 축소 가능성… 그래도 재원 마련 부담

•   국민: [단독] 동학개미단체 만나는 인수위… 공매도 개혁안 나오나

•   서울: 반도체 실적 1분기도 역대급… 배터리는 부진

•   한겨레(P1): 청 ‘대우조선 알박기 규정’ 사과 요구…인수위, 확전 자제

•   경향: 눈앞에 닥친 ‘3대 리스크’, 새 정부 경제 공약 발목잡나

•   머니투데이(P1): 공사비 19조인데 동네주민이 알아서?..윤석열式 재건축의 함정

•   머니투데이(P1): 尹 "디지털플랫폼정부 구현"…새 정부서 '통계처' 출범할까

•   머니투데이: 상장·M&A·자사주 매입···'빅뉴스' 만발했던 SK 주주총회

•   머니투데이: 3000만 가입자 바라보는 5G…'음영' 지우고 '속도·품질' 높여야

•   머니투데이: 커버리지 늘렸지만 여전히 안터지고 비싸다?…5G의 비애

•   머니투데이: 출근길 지하철서도 10배 빠르게…국민 체감 '진짜 5G' 나온다

•   머니투데이: 가제트 닮은 로봇, 건설현장 누빈다…"중대재해법 없는 나라 만들 것"

•   머니투데이: '하우스푸어·깡통전세' MB 데자뷔..尹 250만 공급, 플랜B도 짠다

•   헤럴드경제(P1): 3040도 많지만…10대기업 임원 평균나이 54세

•   파이낸셜뉴스(P1): 3월 국제선 40만명 이용… 포스트코로나 기대 커진다

•   파이낸셜뉴스: "국내가 더 짭짤" 기업들 해외부동산 직접투자 2년째 감소

•   파이낸셜뉴스: "필드에서도 로봇이 먹거리 배달해드려요"

•   아시아경제(P1): 날개 단 철강·정유‥가라앉은 조선업

•   아시아경제: 실적 회복에도 웃지 못하는 기업들‥그룹 간판 계열사 교체

•   아시아경제: 메타버스 탄 'NEW 롯데'…설계는 끝났다

•   디지털타임스(P1): 재정 쏟아붓고도… 청년 33% 첫 직장은 `비정규직`

•   디지털타임스(P1): `넷플릭스 망사용료` 韓美 통상마찰로 번지나

•   디지털타임스: 원자잿값 엎친데 전기료 덮쳐… 고비용 압박에 휘청이는 韓산업

•   디지털타임스: 새 정부 `친원전` 유턴… 두산·한신·한전, 반등기회 잡나

•   디지털타임스: 유가·금리 高高… 중기·수출기업 커지는 `곡소리`

•   디지털타임스: 우주·수소에너지·블록체인… 재벌 3·4세 신사업 경쟁 불붙었다

•   디지털타임스: 니켈값 폭등에… 조선 빅3, 실적 기대 커진다

•   이데일리(P1): [단독]인수위, 서울 ‘자연녹지지역’에 아파트 분양 허용한다

•   이데일리(P1): "3월 소비자물가 상승률 3.9%대"…한은 금리인상 더 이어질 듯

•   이데일리: 브레이크 없는 인플레…올 소비자물가 4% 상승 전망까지

•   이데일리: 월가 베테랑의 경고 "미 금리 역전, 내년 침체에 가격 매긴 것"

•   이데일리: "경기침체 역사 반복될까"…증시 투자의견도 '분분'

•   이데일리: 컨테이너선 운임, 11주 연속 하락…中 코로나 봉쇄 정책 등 요인

•   연합: 오후 9시까지 전국서 12만7892명 확진…어제보다 10만4034명 급감

•   연합: 오늘부터 거리두기 '10명-밤12시'…동네의원도 대면진료 신청

[Opinions]

•   Project Syndicate(Yao Yang): Will the Ukraine War Ease US-China Tensions?

•   Project Syndicate(Joseph S. Nye, Jr.): Why China Won’t Mediate an End to the Ukraine War

•   Project Syndicate(Shang-Jin Wei): Will China Hit Its Growth Target?

•   Project Syndicate(Chang-Tai Hsieh): Taiwan’s Fatal Attractions

•   Project Syndicate(Kenneth Rogoff): Can the World Afford Russia-Style Sanctions on China?

•   FT(Editorial Board): Living in a world of higher interest rates

•   FT(Editorial Board): US tries to be the world’s swing crude producer

•   FT(Editorial Board): Joe Biden’s ill-considered billionaire tax

•   FT(Katie Martin): Commodity market cracks catch the eye of policymakers

•   FT(Robert Armstrong): War and markets

•   FT(John Dizard): There’s no quick fix for Europe’s energy dilemma

•   FT(Leo Lewis): Japan dodges the nuclear question as it struggles to keep the lights on

•   FT(David Lubin): Is it time to worry about an emerging markets crisis?

•   FT(Derek Brower): Big Oil has nothing to complain about under Joe Biden

•   FT(Joe Rennison): Corporate bond markets are shrugging off the global worries

•   WSJ(Editorial Board): The European Union’s China Choice

•   WSJ(Editorial Board): A Strategic Political Petroleum Release

•   WSJ(Editorial Board): A Big Defeat for Big Labor

•   WSJ(Editorial Board): Let Ukraine Go on Offense Against Russia

•   WSJ(Editorial Board): Is Trump the Next Jan. 6 Defendant?

•   WSJ(Editorial Board): The Covid Spending Racket

•   WSJ(Editorial Board): Ukraine Isn’t yet a ‘Strategic Defeat’ for Putin

•   WSJ(Andy Kessler): Here Come the Price Controls

•   WSJ(Gary Saul Morson, Morton Schapiro): What’s on Vladimir Putin’s Reading List?

•   WSJ(Garry Kasparov): Biden Told the Truth: Putin Has to Go

•   NYT(Editorial Board): Putin Knows What He’s Doing With Ukraine’s Refugees. This Is the World’s Big Test.

•   NYT(Paul Krugman): Will Putin Kill the Global Economy?

•   NYT(Thomas L. Friedman): Ukraine Is the First Real World War

•   NYT(Ross Douthat): Putin Is Losing in Ukraine. But He’s Winning in Russia.

•   NYT(Ezra Klein): The Enemies of Liberalism Are Showing Us What It Really Means

•   NYT(Nicholas Mulder): Sanctions Against Russia Are a Form of War. It’s Time We Recognize That.

•   WP(Editorial Board): Too many nations still waffle on Ukraine. The U.S. cannot ignore them.

•   WP(David Ignatius): Painful choices lie in the path to peace in Ukraine

•   WP(Max Boot): The atrocities in Bucha are no aberration. This is the Russian way of war.

•   WP(Henry Olsen): Too many conservatives oppose support for Ukraine. What’s their alternative?

•   WP(Jennifer Rubin): Biden’s economy is extraordinary. But inflation is still the Achilles’ heel of Democrats.

•   WP(Josh Rogin): Inside the Biden administration’s effort to pull India away from Russia

•   WP(Jason Furman): Inside the Fed’s frantic efforts to save the economy from the pandemic

•   WP(Alina Polyakova, Sasha Stone): Russia’s military losses give diplomacy a fighting chance

•   WP(Joseph Stieb): Biden’s Putin comments could warp U.S. policy

•   Bloomberg(Niall Ferguson): Seven Worst-Case Scenarios From the War in Ukraine

•   Bloomberg(John Authers): Ukraine and the Fed Made This a Quarter for the Record Books. Now What?

•   Bloomberg(Liam Denning): The EU Should Buy American to Wean Off Russian Gas

•   Bloomberg(Brooke Sutherland): Industrial Strength: Manufacturers Stick With ‘Just in Time’ Philosophy

•   Bloomberg(Hal Brands): Putin’s Ukraine Invasion Showed Biden’s Failure at Deterrence

•   Bloomberg(Lionel Laurent): After Putin's War on Ukraine, Is There Still a Global Marketplace?

•   Bloomberg(Ian Buruma): Why Putin Unites Extremists on Left and Right

•   Bloomberg(Nancy Qian): How China Can Make Its Economy Sanctions-Proof

•   Bloomberg(Allison Schrager): Returning to the Office Will Inevitably Become Five Days a Week

•   Bloomberg(Jessica Karl, Lara Williams): Is Denmark the New American Dream?

•   Bloomberg(Nancy Qian): The Best Way for China to Make Its Economy Sanctions-Proof

•   CNN(Michael D'Antonio): Even Russia's ruthless war in Ukraine can't get Trump to give up his Putin fixation

•   Fox News(Arthur Herman): America needs a strategic reset to confront the new axis of Russia, China, Iran

•   Fox News(Chuck DeVore): As war rages in Ukraine, Pentagon focused on climate change

•   Fox News(Jason Chaffetz): Top 10 reasons Democrats will lose power in November

•   Reuters(Clyde Russell): OPEC+ plays waiting game amid abnormal crude oil times

•   Reuters(Andy Home): China lifts aluminium exports as Western production slides