Global Economic Monitor 220411

(Introduction)

[Markets]

•   Global: Benchmark Treasury yield hits 3-yr high; dollar posts weekly gain

※   Dow ends up, S&P 500 and Nasdaq ended lower

※   Dollar index hits 100

※   10-yr Treasury yield hits 3-yr high

•   Eurozone: Euro’s Gains Signal Relief Over French Vote Though Risk Remains

•   Metals: Copper bounces on tight supplies, China stimulus hopes

•   Grains: CBOT soybeans, wheat climb on tighter stocks

•   한국: 코스피 소폭 반등, 2,700선 '턱걸이'…삼성전자 연일 신저가

•   한국: 원달러 환율 1220원 재돌파

[Indicators]

•   US Feb. Wholesale inventories: U.S. wholesale inventories revised higher in February

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for third week in a row -Baker Hughes

•   Japan Feb. Current account: Japan's Feb. current account surplus halves on surging fuel imports

•   Japan Mar. Economy Watchers sentiment: Japan March economy watchers sentiment rises for 1st time in 3 months

•   India Benchmark rate: India central bank holds rates, starts to rein in loose policy as inflation risks rise

※   RBI: Monetary Policy Statement, 2022-23 Resolution of the Monetary Policy Committee (MPC) April 6-8, 2022

•   India FY2022 Tax revenue: FY22 gross tax revenue exceeds budget estimate by Rs 5 lakh crore

•   Russia Benchmark rate: Russia Cuts Interest Rate as Financial System Stabilizes

•   Russia Mar. CPI: Russian inflation accelerates to 7.61% m/m in March, highest since 1999

•   한국 2월 경상수지: 2월 경상수지 64억2천만달러 흑자…1년전보다 16억4천만달러↓

•   한국 2월 콘텐츠 소비: 코로나 3년째… 영화관·노래방 등 오프라인 소비 지출 ‘뚝’

•   한국 3월 외국인 증권투자: 외국인 석 달 연속 주식 순매도…지난달 4조9천억원 팔아

•   한국 2분기 제조업 BSI(산업연구원): 제조업, 2분기 매출 소폭 증가 기대…산업硏 BSI '104'

•   한국 2분기 소매유통 경기전망지수: 일상 회복 앞두고 고개 드는 소매 경기… 제조업도 개선 기대

•   한국 주간 아파트 수급동향(부동산원): "규제 풀린다"…강남4구 아파트 매수심리 꿈틀

[News]

•   WSJ: Russian Missile Attack Kills Dozens at Railway Station in Eastern Ukraine

※   Moscow pressed its offensive in the Donbas area as Kyiv assessed the scale of damage around the capital

•   WSJ: Horrors of Ukraine’s Bucha Laid Bare on Yablunska Street

•   WSJ: Ukraine, Russia Gear Up for War’s Biggest Battles

※   Officials expect large-scale tank and artillery battles; it ‘will remind you of the Second World War,’ Ukraine’s foreign minister says

•   WSJ: New Sanctions Add Pressure on Russia but Don’t Shut Off Business

•   WSJ: Fleeing Putin, Thousands of Educated Russians Are Moving Abroad

•   WSJ: Biden Plan to Combat Inflation with U.S. Manufacturing Faces Skepticism

•   WSJ: Recession Risk Is Rising, Economists Say

•   WSJ: Inflation Hurts. Better Get Used to It.

•   WSJ: Interest-Rate Surge Ripples Through Economy, From Homes to Car Loans

•   WSJ: The BA.2 Variant Is Spreading. Do You Need to Worry?

•   WSJ: Shanghai’s Omicron Outbreak Corners Chinese Leader

•   WSJ: Chinese Property Sector’s Go-Go Days Aren’t Coming Back

•   WSJ: China Is Accelerating Its Nuclear Buildup Over Rising Fears of U.S. Conflict

•   WSJ: Germany Faces Pressure to Bolster Response to Russian Aggression in Ukraine

•   WSJ: In France, Inflation Tightens Race Between Macron and Far-Right Le Pen

•   WSJ: Israel’s ‘War Between the Wars’ With Iran Expands Across Middle East

•   WSJ: Ukraine War Drives Food Prices to Record High

•   WSJ: Foreigners Pull Record $15 Billion From Chinese Bonds

•   WSJ: Why Stocks Are Rallying in the Midst of a War and Soaring Inflation

•   WSJ: Washington Debates Cryptocurrency Rules, With Sights Set on Stablecoins

•   WSJ: Elon Musk Has Just One Twitter Board Seat. That May Be Enough.

•   WSJ: Elon Musk Suggests Changes to Twitter, Takes Barbs at Company

•   WSJ: SpaceX and Axiom Launch Private Astronauts to Space Station

•   WSJ: Americans Are Pushing Back on the Warehouse Construction Boom

•   WSJ: Chinese Tech Giants Lose Shine as Growth Stalls

•   WSJ: Inside Intel’s Strategy to Compete With Nvidia in the AI-Chip Market

•   WSJ: Gas Price Surge Fuels Fights at FedEx, Uber Over Who Will Pay

•   WSJ: Blue-Collar Workers Make the Leap to Tech Jobs, No College Degree Necessary

•   WSJ: Supply-Chain Chaos Is Great for Warehouse Stocks

•   NYT: Russian Blunders in Chernobyl: ‘They Came and Did Whatever They Wanted’

•   NYT: Land Mines on a Timer, Scattered Over a Ukrainian Town

•   NYT: Spurred by Putin, Russians Turn on One Another Over the War

•   NYT: Putin’s War in Ukraine Shatters an Illusion in Russia

•   NYT: ‘Everything Was Destroyed’: War Hits Ukraine’s Farms

•   NYT: Treasury Aims for Economic Pain on Russia, but Critics Question Effectiveness

•   NYT: S&P Global Places Russia in ‘Selective Default’

※   Russia was unable to use dollars held in American banks to make a payment of about $650 million on its debt. It used rubles instead.

•   NYT: A Stricken Ukrainian City Empties, and Those Left Fear What’s Next

•   NYT: The BA.2 subvariant prompts a slight increase in new U.S. cases.

•   NYT: Why a Coronavirus-Flu ‘Twindemic’ May Never Happen

•   NYT: Supply Chains Widely Tainted by Forced Labor in China, Panel Is Told

•   NYT: U.K. Takes a Hawkish Lead on Russia, but Will Europe Follow?

•   NYT: Pakistan Parliament Ousts Imran Khan as Prime Minister

•   NYT: India approves booster shots for people between the ages of 18 and 60, but they won’t be free.

•   NYT: The Huge Endeavor to Produce a Tiny Microchip

•   NYT: Tesla Will Sell Its Long-Awaited Cybertruck Next Year, Elon Musk Says

•   NYT: As Gas Prices Went Up, So Did the Hunt for Electric Vehicles

•   NYT: The Pandemic’s Nerd Celebrities

•   NYT: Few Cars, Lots of Customers: Why Autos Are an Inflation Risk

•   WP: Mask, no mask: Biden’s pandemic practices vary as covid risks grow

•   WP: Nine ways Russia botched its invasion of Ukraine

•   WP: How isolated is Russia, really?

•   WP: China is Russia’s most powerful weapon for information warfare

•   WP: The next leap in coronavirus vaccine development could be a nasal spray

•   FT: War crimes in Ukraine: the campaign to hold Russia to account

•   FT: UK and EU pledge more support for Ukraine as Boris Johnson visits Kyiv

•   FT: EU countries remain at loggerheads over Russian energy ban

※   Hungary says measures targeting Moscow’s lucrative oil and gas exports are a ‘red line’

※   European Commission: Ukraine: EU agrees fifth package of restrictive measures against Russia

•   FT: EU oil embargo on Russia expected ‘sooner rather than later’

•   FT: Ukraine calls on commodity traders to stop handling Russian oil

•   FT: Oil and gas revenues give Russia’s economy $3.4bn cushion

•   FT: How Kyiv was saved by Ukrainian ingenuity as well as Russian blunders

•   FT: Putin’s Trojan horse inside the west

•   FT: Emmanuel Macron to face Marine Le Pen in French election run-off

•   FT: Macron and Le Pen trade insults ahead of French election

•   FT: Emmanuel Macron to face Marine Le Pen in French election run-off

※   President and far-right rival qualify for second round of voting on April 24

•   FT: Germany to provide €100bn in loans to energy groups hit by Ukraine war

•   FT: Estonia’s prime minister urges vast rise in Nato forces to defend Baltic states

•   FT: Underlying UK wage growth lower than headline figures, think-tank warns

•   FT: UK and France reach truce over fishing licence dispute

•   FT: Biden’s immigration woes complicate US labour shortages

•   FT: Did US inflation hit another 4-decade high last month?

•   FT: Japan bans Russian coal imports after invasion of Ukraine

•   FT: The dawn of financial warfare

•   FT: Emerging market fund managers face worsening outflows

•   FT: European credit funds hit by outflows of almost €14bn in first quarter

•   FT: Punishing start to the year for ESG investment

•   FT: Market turmoil splits hedge funds into macro winners and tech losers

•   FT: World food prices surge as Ukraine warns on harvest declines

•   FT: LME chief calls for scrutiny of private deals in nickel probes

•   FT: Russia fears push Japanese gas importers to seek new suppliers

•   FT: Toshiba shares rise as conglomerate opens door to landmark take-private deal

•   FT: Volvo Trucks to take $423mn hit after halting work in Russia

•   FT: Demand for Covid vaccines falls amid waning appetite for booster shots

•   FT: Long Covid: the invisible public health crisis fuelling labour shortages

•   Bloomberg: General Who Ran Syria Operation to Lead Russia Troops in Ukraine

•   Bloomberg: Ukraine Economy to Fall 45% in 2022, Russia 11%, World Bank Says

•   Bloomberg: EU Nations Have Frozen More Than $32 Billion in Russian Assets

•   Bloomberg: Fed’s Mester Sees U.S. Inflation Rate at More Than 2% Into 2023

•   Bloomberg: Goldman’s Hatzius Sees Chance Fed May Need to Hike Rates Past 4%

•   Bloomberg: Economists Boost Inflation Expectations in Worrying Sign for Fed

•   Bloomberg: Fauci Says It’s Up to Each Person to Assess Their Covid Risk Now

•   Bloomberg: Covid Could Be Surging in the U.S. Right Now and We Might Not Even Know It

•   Bloomberg: Yellen Unlikely to Get U.S. Firms’ Support for Global Tax Deal

•   Bloomberg: Soaring Mortgage Rates and Home Prices Fuel Desperation for U.S. Homebuyers

•   Bloomberg: ECB Is Crafting Crisis Tool to Deploy If Bond Yields Jump

•   Bloomberg: War in Ukraine Unlikely to Deter ECB From December Rate Hike

•   Bloomberg: ECB’s Stournaras Pledges ‘Whatever It Takes’ to Limit Inflation

•   Bloomberg: U.K.’s Unemployed Face Biggest Drop in Benefits in 50 Years

•   Bloomberg: Draghi Heads to Algeria as Italy Seeks to Cut Russia Gas Imports

•   Bloomberg: European Power Crunch Extends Into 2023 With Soaring Fuel Prices

•   Bloomberg: EU Sees Window in Biden’s First Term to Lock In Trade Gains

•   Bloomberg: Shanghai, Guangzhou Plan More Mass Tests as Covid Cases Rise

※   Shanghai adjusts lockdown policy with some freedoms restored

•   Bloomberg: China Unhappy With U.S. Virus ‘Accusation’ as Covid Spreads

•   Bloomberg: China’s Oil Demand Outlook Darkens as Virus Crisis Persists

•   Bloomberg: China Is Just One of the Headaches Facing Australia’s Next PM

•   Bloomberg: Rising Food Costs Push Arab World’s Vulnerable to Breaking Point

•   Bloomberg: IMF Will Meet Sri Lanka on Possible Loan as Street Protests Grow

•   Bloomberg: Latin America Inflation Shocks Raise Prospect of More Rate Hikes

•   Bloomberg: BOJ Is Likely to Adjust Policy as Soon as July, Ex-Official Says

•   Bloomberg: Next Big Bet in Emerging Markets Hangs on When Rate Cycles Peak

•   Bloomberg: In This Part of the U.S. Bond Market, 0% Is High and Alarming

•   Bloomberg: Russia’s Dismissal From MSCI Gauge Favors Brazil the Most

•   Bloomberg: Europe’s Junk Bonds Hit Longest Sales Drought in Over a Decade

•   Bloomberg: Global Funds Cut China Bond Holdings by Record as Premiums Erode

•   Bloomberg: Charting Global Economy: Soaring Food Costs Risk Destabilization

•   Bloomberg: U.S. Sanctions Russian Miner Producing 30% of World’s Diamonds

•   Bloomberg: Russia’s Invasion Supercharges Push to Make a New Green Fuel

•   Bloomberg: China’s Wind Turbine Prices Have Hit Bottom, Goldwind Says

•   Bloomberg: TSMC Sales Soar to Record on Demand for Smartphones, Cars

•   Bloomberg: Amazon Drone Crashes Hit Jeff Bezos' Delivery Dreams

•   Bloomberg: How Many Electric Cars Sold? World EV Fleet Will Soon Hit A 20 Million Milestone

•   Reuters: IAEA says Ukraine carried out first staff rotations at Chornobyl

•   Reuters: A "recession shock" is coming, BofA warns

•   Reuters: U.S. recession not imminent despite yield curve inversion, BlackRock executive says

•   Reuters: EU could revisit renewable targets in push to quit Russian energy, climate policy chief says

•   Reuters: Around 1 in 13 people in England had COVID-19 last week: ONS

•   Reuters: Shanghai residents question human cost of China's COVID quarantines

•   Reuters: As battle looms in Ukraine's east, Austrian leader to meet Putin

•   Reuters: Iran MPs set conditions for reviving 2015 nuclear deal amid stalled talks

•   Reuters: Japanese robot can peel bananas cleanly, most of the time

•   Reuters: Analysis: In presidential race, Macron can no longer count on anti-Le Pen front

•   AP: Analysis: War, economy could weaken Putin’s place as leader

•   AP: Analysis: Russia's rouble rebound not quite what it seems

•   CNN: How lab-grown sushi could help tackle overfishing

•   CNBC: Is a recession on the way? These unconventional economic indicators may provide some clues

•   CNBC: As inflation bites and America’s mood darkens, higher-income consumers are cutting back, too

•   CNBC: New study lists Asian countries that will be hit hardest — and least — by the Ukraine war

•   Fox Business: Democrats playing into Putin's hands when it comes to US energy production: experts

•   SCMP: What would happen if mainland China cut off Taiwan’s energy supplies?

•   SCMP: ‘China didn’t hoard grains’: stockpiling to ensure domestic food security has global implications

•   SCMP: Hong Kong-China trade slower, less reliable and more expensive amid coronavirus restrictions

•   SCMP: Kunshan orders daily Covid-19 tests as Shanghai’s outbreak shuts Apple suppliers’ China hub, straining fragile supply chains

•   SCMP: China’s car sales losses in April may top 300,000 units as lockdowns of key carmaking hubs disrupt supply chain

•   SCMP: China-Australia relations: US exports ease the pain of China trade reduction, but not enough

•   SCMP: Chinese premier weighs fresh support for Covid-hit economy

•   SCMP: China, North Korea trade recovering after Covid-induced border closures, but exports still ‘spell trouble’

•   SCMP: Explainer | How is China helping its smallest businesses survive Omicron coronavirus lockdowns?

•   SCMP: Explainer | Why is Hong Kong’s coronavirus death rate so high? Breaking down fatalities by age and vaccination status

•   Global Times: Omicron just a big flu' a misperception; some in West attempt to ...

•   Global Times: Exclusive: Booster shots still effective in preventing deaths from Omicron: Sinopharm scientist

•   Caixin: In Depth: Two Winners Emerge From the China Concept Stock Crash

•   Caixin: European Firms Feel the Pain of China’s Covid Resurgence, Business Group Says

•   Caixin: CATL’s First Overseas Factory to Begin Making EV Batteries by Year’s End

•   Nikkei Asia: Shinichi Uchida, the man behind Japan's unorthodox monetary policy

•   Nikkei Asia: Mitsubishi Heavy's U.S. hydrogen hub to receive $90m in aid: governor

•   Nikkei Asia: Japan scrambles to find alternatives to Russian coal

•   Nikkei Asia: Japan faces 1st current-account deficit in 42 years if oil hits $130

•   Nikkei Asia: Nissan aims for EVs with 'game-changing' solid-state batteries in 2028

•   Nikkei Asia: Foreign cash flees China as investors shun autocracies

•   Mainichi: Over 20% of Japan's major firms halt Russian businesses: survey

•   Economic Times: Inflation, expensive fuel may eat into household budget: Economists

•   매경(P1): [단독] 여행업 봄바람 타고…'여기어때' 1조원 기업 됐다

•   매경: 발품 안 팔고 집 사도 괜찮나…건설사들 '이것'에 꽂혔다는데

•   매경: 美주도 反中경제연대에 한발 더 다가선 정부

•   매경: 삼성·하이닉스 'DDR5'로 승부수…반도체 꽃샘추위 이겨낸다

•   매경: 연봉 8% 인상, 육아휴직 2년…LG전자, 일할 맛 나겠네

•   매경: 현대차·SK·포스코등 17社…수소대표기업 6월 모인다

•   매경(P1): '물가 잡을' 추경호, '집값 잡을' 원희룡 [초대내각 발표]

•   매경: 尹, 장관후보 직접 소개하며 "전문성 보고 발탁"…TK 편중은 논란

•   매경: "기업 모래주머니 벗겨드리겠다"…尹 선택은 '추노믹스'

•   매경: "임대차3법 폐지" 외쳤던 원희룡…'집값 소방관'으로 뛴다

•   매경: 이창양 산업부장관 후보자, 기술혁신 전문가…22년만에 산업부 '금의환향'

•   매경: 인텔보다 먼저 '3차원 반도체' 만든 전문가…과기부 이끈다

•   매경(P1): [단독] 네이버가 투자한 유럽 스타트업 7곳, 유니콘 등극

•   매경(P1): [단독] 중견기업들 '한국판 록펠러재단' 만든다

•   매경: 집값 해결사 자신했는데 재건축 상승조짐…尹, 냉혹한 현실 다가와 [스페셜 리포트]

•   매경: 비대한 몸집 최저임금委 '합의 실종'

•   매경: 이창용 연일 가계부채 경고…"고위험가구 늘어날수도"

•   매경: 韓경제 다시 뛰려면 '밑빠진 독' 국가R&D 기업에 직접 맡겨야 [톡톡! 경영인]

•   매경: 1등 할수 있는 사업 골라 끝까지 변신해야만 산다 [톡톡! 경영인]

•   매경: 넷플릭스 날개 달아준 세혜택…韓기업은 10분의 1도 못 받아 [아이티라떼]

•   매경: "5년간 서울 집값 40% 빠진다" 살벌한 전망 근거는 [매부리TV]

•   한경(P1): "팔면 팔수록 손해" 초유의 사태…사장은 '야반도주' 택했다

•   한경: 목재값 천정부지…가구·인테리어 업계도 패닉

•   한경: 시멘트·플라스틱…'산업의 피'가 마른다

•   한경(P1): 안철수 "기업이란 큰 수레, 뒤에서 밀어주는 게 정부 역할"

•   한경: 현대차 "신기술 신청 중에 새 규제"…安 "방해될 규제 미리 없앨 것"

•   한경(P1): 알박기 논란 일자…'국책硏 평가 개편' 尹정부로 넘긴다

•   한경: '입맛 맞는' 연구에 높은 점수…文정부, 국책硏을 하청기관으로

•   한경: 사외이사 거센 女風…'기업들 모시기'에 올해 30% 늘었다

•   한경: 정부, 비축유 723만 배럴 추가 방출…기름값 떨어질까

•   한경: 경제부총리 추경호·금융위원장 최상목, 산업장관 이창양…'1기 경제라인' 윤곽

•   한경(P1): [단독] 삼성전자, 지배구조 개편 전문가 영입

•   한경: [단독] 삼성 지배구조 개편 '숙원' 푼다…"ESG 시대, 더는 못 미뤄"

•   한경: 정권말 '알박기' 논란에…기업은행 인사 '올스톱'

•   한경: 헬기 타고 삼성 반도체공장 본 尹…"日 몰락 반면교사 삼아야" [강경주의 IT카페]

•   서경(P1): 인텔·마이크론 한배…美 '반도체 항모' 띄운다

•   서경: 기업 '원팀 시너지' 정부는 63조 지원사격…美 '반도체 왕국 재건' 가속

•   서경: SK, M&A 가속·TSMC 日에 새공장…중국 뺀 반도체 공급망 더 단단해진다

•   서경(P1): [단독] 尹 “디지털 패권국가 놓치지 마라”…코인 전담기구 급물살

•   서경: 경제분과·기획위 '합심'…NFT 활성화·투자자 보호 속도낸다

•   서경: [단독] '슬림화'는커녕…인수위, 3주만에 184→300명

•   서경: 총재 공백에도…14일 기준금리 인상 힘 받는다

•   서경: 文정부서 늘린 공무원 13만명…75조원 연금부채 '부메랑'으로

•   서경: 다주택 양도세 완화 추진에…서울 전월세 매물도 '뚝'

•   서경(P1): 신용대출 금리 1등급도 5%대…영끌·빚투 한계 내몰리나

•   서경: 원전 가동 시급한데…신한울 2호기 내년 9월로 연기

•   서경: 속도 붙는 플라잉카 시대…국토부 '도심항공정책팀' 생긴다

•   서경: 車업계 전기차發 인력조정 빨라진다

•   서경: "尹 경제사절단 주관 우리가"…경제단체 신경전

•   서경: 올해 팔린 현대차·기아 5대 중 1대가 친환경차

•   서경: 대한항공·기업銀·심텍 상반기 내내 '맑음'

•   조선(P1): 국내 확진자 총 1500만명...최소 10%가 코로나 후유증

•   조선: 코로나 후유증 정밀검사 해봐도… 85%가 ‘원인불명’

•   조선(P1): ‘모래알’ 국가통계… 1276種이 따로 논다

•   조선: 개미들의 삼성전자 ‘짝사랑’...올들어 9조 순매수, 수익률은?

•   조선: 전세대출 180조, 5년간 3배 넘게 늘어…“전세·주택가격 상승 요인”

•   조선: GM·르노·쌍용차 지난해에도 적자

•   조선: 주택학회 “尹정부, 부자 감세 비난받아도 다주택자 중과세 폐지해야”

•   조선비즈: [단독] ‘재계 저승사자’ 檢 공정거래조사부, 역대 최대 규모로 확대

•   조선비즈: 엔데믹이 반갑지 않은 직장인들… “1차까지만 하는 회식이 좋았는데”

•   조선비즈: 尹 부동산 세제개혁, 다음은 ‘공정가액비율 정상화’... 文정부 인상案 백지화될 듯

•   조선비즈: 삼성 갤럭시S22, 이번엔 ‘통화 불량’ 구설

•   조선비즈: 갤럭시S22 성능 논란 커지자… 애플처럼 “전용 칩 만들겠다”는 삼성

•   조선비즈: 8년 만에 위기 맞은 박원순 도시재생… ‘선별’ 필요

•   조선비즈: 다시 고개 드는 법인의 ‘주택 쇼핑’… 경기·인천 늘고 서울은 감소

•   조선비즈: [르포] “반값 대게 맛보자”…러시아産 대게 가격 폭락에 수산시장 ‘북적’

•   인베스트조선: 군불 때는 배드뱅크에 금융권 '너무 이르다'…"부실 규모 파악부터"

•   인베스트조선: "돈 나올 곳이 없다"…정권 교체기 투자시장 자금 경색 장기화

•   중앙(P1): [증시 ‘뜨거운 감자’ 공매도의 세계]증시 흔드는 공매도, 1분기 30조 사상 최고

•   중앙: [증시 ‘뜨거운 감자’ 공매도의 세계]“대차잔고 70조대, 공매도 폭탄 우려”…전면 재개 놓고 찬반 공방 가열

•   중앙: [증시 ‘뜨거운 감자’ 공매도의 세계]400년 전 동인도회사 “해괴한 투자로 고통”…한미약품, 악재 속 공매도로 하루 18% 급락

•   중앙: [증시 ‘뜨거운 감자’ 공매도의 세계]‘업틱룰·과열종목’ 제도처럼, 개미 보호하려 만든 규제…되레 개미 접근 막아

•   중앙: [증시 ‘뜨거운 감자’ 공매도의 세계]“공매도, 주가 과도한 거품 막고 주주의 힘 강화에 필요한 요소”

•   중앙: [증시 ‘뜨거운 감자’ 공매도의 세계]국내 공매도 차입 기준, 미·유럽보다 훨씬 엄격…과도하게 규제하면 시장 위축시키고 주가 정체

•   중앙: 인수합병 ‘거래상대방 리스크’ 안전장치 마련해야

•   중앙: 택시 승객 급감에도 카카오모빌리티 사상 첫 흑자 왜

•   중앙: 대출 문턱 낮추는 은행들, 총량규제 이전으로 돌아갔다

•   중앙: 탄소배출권값 1년새 36% 급등…기업 ‘탄소부채’ 벌써 3000억

•   동아(P1): [단독]첫 통일장관에 관료 대신 실세 정치인… ‘실용적 대북 접근’ 의지

•   동아: [단독]北 전방 병력-장비 움직임 이례적 급증… 전투기 훈련도

•   동아(P1): 갈비탕 11.7% - 짜장면 9.1% 껑충… 외식 겁나네

•   동아: 벚꽃과 함께 ‘위드 코로나’ 시동… 여의도 맛집, 대기 손님만 100명

•   동아: 중환자수 현재 추세면 18일부터 ‘일상 회복’

•   동아: [단독]정의선, 올해만 세번째 미국行… 美시장 힘싣는다

•   동아: 휘발유값 2주 연속 하락… L당 평균 2000원 아래로

•   문화(P1): 골드버그 “北, 불량정권… CVID는 美 목표와 부합”

•   문화: [단독]‘병사 월급 200만원’ 국정과제 반영 가닥

•   문화: “상생위 설치해달라”…중기업계 건의 봇물

•   문화: 해외건설, 올해 수주건수 늘었지만 수주액은 급감

•   한국(P1): 감소세 확신한 정부, 곧 코로나 감염병 등급 내린다

※   내주 '포스트 코로나 대응 체계' 발표 예정

•   한국: 클라우드 시장 '춘추전국시대'... 인재 모시기 경쟁도 점입가경

•   한국(P1): "韓·中, 세계서 양육비 가장 많이 드는 나라"

•   국민: ‘책임총리제’ 시험대… ‘책임’ 맡길까, ‘책임’만 물을까

•   세계(P1): 정책 설계부터 민간 전문가 참여… 尹 정부 집무실 슬림화 ‘윤곽’

•   세계(P1): 한국 첫 달 탐사선 마지막 준비 돌입… 8월1일 발사

•   세계: “미래 먹거리는 로봇”… 기업들 주도권 잡기 경쟁 뜨겁다

•   한겨레(P1): “1만원 주문에 수익 680원뿐”…배민 해명에 사장님·라이더 뿔난 이유는?

•   한겨레: [단독] 이창양 산업 장관 후보, ‘거수기 사외이사’ 13년간 8억 받았다

•   머니투데이(P1): "신고가 찍는 강남, 급매 팔리는 강북"…서울 거래절벽 지났나

•   머니투데이: "1시간 시뮬레이션이 20분으로"…삼성, 차세대 비즈니스 플랫폼 도입

•   머니투데이: "10만전자 가능" VS "당분간 박스권" 엇갈리는 증권가

•   헤럴드경제(P1): 尹 초대 내각 후보군은 ‘보고서·서육남’

•   헤럴드경제(P1): 삼성·현대차·SK 임원 대부분 SKY 출신인데…LG는 ‘이 대학’이 메인, 왜?

•   헤럴드경제: ‘5G 전국망 고도화’ 최우선 과제…“주파수 추가 할당 시급”

•   파이낸셜뉴스(P1): '-21%' 서학개미 수익률 게임 참패 [개미들 1분기 수익률 참패]

•   파이낸셜뉴스(P1): 인수위, DSR에 전세대출 포함 검토

•   파이낸셜뉴스: "반도체 장비 받으려면 최대 18개월"… 삼성·TSMC 등 비상

•   파이낸셜뉴스: 尹정부 가상자산 정책, 증권형·非증권형 투트랙으로 편다

•   아시아경제(P1): [단독] "반도체 싹쓸이"…중국 판매상에 신음하는 중소기업

•   아시아경제(P1): [단독 인터뷰] 오세훈 "집무실 이전, 용산 개발 차질없다"

•   아시아경제(P1): 서울-지방 부동산 양극화…"벚꽂 피는 순서대로 쓰러질 수도"

•   디지털타임스(P1): [짚어봅시다] 고물가에 美연준 빅스텝까지…수장없는 금통위 스텝 어디로

•   디지털타임스: 고물가 잡으려 금리올렸다간 되레 제조업 숨통만 더 조일수도

•   디지털타임스: 尹 현금성 지원에 5년간 77조 필요… `재정 확보` 관건

•   이데일리(P1): 쌍용차 재매각 배수진…'스토킹 호스' 방식 추진

•   이데일리: 尹 “1000만원씩 자영업 지원”…안철수, 3가지 고민

•   이데일리: '중대재해처벌법' 개정 요구에 손질 드라이브

•   이데일리: 1분기 청약 시장, 비규제지역은 여전히 훈풍

•   이데일리: '삼성·LG 부품사' 삼성전기·LG이노텍, 2Q 실적 희비 갈리나

•   이데일리: ‘원통형 배터리’ 수요 증가에…배터리업계, ‘악재 속 선방’

•   연합: 9시까지 9만2931명 확진…일요일 9시기준 7주만에 10만명 아래

•   연합: "미 금리 인상시 우리나라 신흥국 수출에 부정적 영향"

•   SBS Biz: [단독] 감사원 이어 산업부도 ‘탈원전 반성문’…“에너지산업 경쟁력 약화·부족한 국민적 공감대”

•   뉴데일리: [단독] 꽉 막힌 '文 7대 기준' 폐지… 인수위 "융통성 있는 '송곳검증' 하겠다"

•   전자신문: 근거법 상실 '에너지기본계획', 관련 법 개정 시급

[Opinions]

•   Project Syndicate(Jorge G. Castañeda): Latin America’s New Pink Tide?

•   Project Syndicate(Gene Frieda): The Dollar’s Reserves of Strength

•   Project Syndicate(Anders Åslund): Putin’s Failed State

•   FT(Editorial Board): The horror of the Kramatorsk station attack

•   FT(Editorial Board): A better balanced US Supreme Court

•   FT(Martin Sandbu): Ukraine needs an ambitious new Marshall Plan from Europe

•   FT(Tony Barber): Macron faces the fight of his life to win France’s presidential election

•   FT(Katie Martin): Vladimir Putin is taking global markets back to the noughties

•   FT(Robert Armstrong): Recession whispers grow louder

•   FT(Tim Harford): The lesson humble sea urchins offer about economic resilience

•   FT(Sylvie Kauffmann): Putin’s long shadow hangs over an unpredictable French election

•   FT(Michael Grubb): The UK energy strategy is both cowardly and incoherent

•   FT(Claire Jones): Container shipping rates are going mad again

•   WSJ(Editorial Board): When Russia Loses the U.N. . . .

•   WSJ(Editorial Board): Boris Johnson’s U.K. Energy Crisis

•   WSJ(Editorial Board): States of Covid Performance

•   WSJ(Editorial Board): Emmanuel Macron’s French Squeeze

•   WSJ(Editorial Board): Boris Johnson Tours Kiev

•   WSJ(John Greenwood, Steve H. Hanke): The Altimeter for Powell’s Soft Landing

•   WSJ(Holman W. Jenkins, Jr.): China Turns Covid Victory Into Defeat

•   WSJ(Ariel Cohen): The U.S. Can Win Over Russia’s Neighbors

•   WSJ(Robert Satloff): Why Arab Allies Don’t Trust the U.S. on Ukraine

•   WSJ(Jeffrey Scott Shapiro): The Right’s Russia Temptation

•   WSJ(Adrian Karatnycky): Use Seized Russian Assets to Defend Ukraine

•   NYT(Paul Krugman): How Germany Became Putin’s Enabler

•   NYT(Thomas L. Friedman): How Do We Deal With a Superpower Led by a War Criminal?

•   NYT(John Bistline, et al.): We Are Wasting Time on These Climate Debates. The Next Steps are Clear.

•   WP(Editorial Board): The U.S must ensure that Ukraine’s forces have the weapons they need to win

•   WP(David Ignatius): As Ukraine braces for a second round, the West has a duty to step up

•   WP(Graham Allison, Fred Hu): How Xi and Biden can broker peace in Ukraine

•   WP(Heidi Levine): What I’ve seen in Bucha

•   Bloomberg(Editorial Board): Ukraine Crisis: Europe Must End Its Addiction to Russia’s Natural Gas

•   Bloomberg(Mohamed A. El-Erian): Why the Federal Reserve's Shrinking Balance Sheet Matters

•   Bloomberg(John Authers): Earnings Outlooks for 2022 Aren't Worsening, Despite War and Rising Rates

•   Bloomberg(Marcus Ashworth, Mark Gilbert): Bond Market Woes Are Flashing Danger Ahead for Stocks

•   Bloomberg(Martin Ivens): Boris Johnson Is Having His Winston Churchill Moment

•   Bloomberg(Matthew Brooker): Inflation Hedges Are Getting Harder for Investors to Find

•   Bloomberg(Tim Culpan): India Needs the U.S. in Order to Realize Its Tech Ambitions

•   Bloomberg(Faye Flam): We Need Better Covid Boosters Than Fourth Shots of Pfizer, Moderna

•   Bloomberg(Lisa Abramowicz): Inflation: Earnings Season Will Be Awkward for the Federal Reserve

•   CNN(Dana Peterson): The world is on the brink of a food shortage. Here's what the US government and businesses can do to help

•   Reuters(John Kemp): U.S. gas storage emptied by exports to Europe and Asia

•   Reuters(Jamie McGeever): Wage-price spiral alarm risks prolonging real income funk