Global Economic Monitor 220425

(Introduction)

[Markets]

•   Global: Wall Street dives, dollar jumps as rate hikes take spotlight

※   U.S. stocks end down more than 2%

※   Oil drops nearly 2%

※   U.S. dollar rallies to 2-year high

•   US: Surging US inflation expectations defy Fed’s efforts to tame price growth

•   UK: Pound slides to weakest level since 2020 as British retail sales fall

•   China: Rising US rates and China’s slowdown hit renminbi

•   South Africa: Brazil’s Real Hammers South Africa’s Rand in Commodities Play

•   Natural gas: European Gas Falls After EU Guides on Paying for Russian Supply

•   Metals: Copper hits lowest in a month on recession fears and China lockdown

•   Grains: Soyoil surges on Indonesia export ban; soybeans, corn futures sag

•   한국: 코스피, '매파 파월'에 하락 마감…2,700선 턱걸이

•   한국: 장중 30만원 무너진 네이버, 목표가 뚝뚝

•   한국: 원화값도 불안불안…"1255원까지 갈수도"

•   한국: 긴축 우려에…韓국채 3년물 장중 3% 또 돌파

[Indicators]

•   US·Europe·Asia Mar. PMI: Global Growth Ebbs in Face of Ukraine War, China Slowdown

※   Purchasing-manager surveys show economic activity flagging in Germany and the U.K.

•   US Weekly Rig count: US drillers add oil and gas rigs for fifth week

•   UK Mar. Retail sales: UK consumers haven’t been this gloomy for nearly 50 years

•   Japan Mar. CPI: Japan inflation accelerates on rising material and energy costs

•   한국 1분기 지가: 주택 이어 토지 거래도 뚝…땅값 상승폭 2분기째 감소

•   한국 4월 제조업 업황 PSI: 4월 제조업 지수, 7개월만에 개선

[News]

•   WSJ: In Obliterated Kharkiv, Ukrainian Survivors Struggle to Hold Out

•   WSJ: Ukraine Accuses Russia of Digging Mass Graves for Civilian Victims

•   WSJ: U.S. Withholds Sanctions on a Very Close Putin Associate: His Reputed Girlfriend

•   WSJ: Celebrating Orthodox Easter, Ukrainians Pray for Victory in War With Russia

•   WSJ: Top U.S. Officials Meet With Zelensky in Kyiv

※   Secretary of State Antony Blinken and Defense Secretary Lloyd Austin make highest-level U.S. visit since war began

•   WSJ: Russia Blocks Economic Data, Hiding Effect of Western Sanctions

•   WSJ: Russia’s War in Ukraine Could Have Environmental Impact That Lasts Decades

•   WSJ: Ukraine’s Grim Economic Toll From War Confronts World Governments

•   WSJ: The Fed Wants to Raise Rates Quickly, but May Not Know Where to Stop

•   WSJ: Democrats Urge Final Push on Stalled Agenda to Limit Possible Midterm Losses

•   WSJ: Macron vs. Le Pen: Growing Voter Discontent Shakes France’s Political Foundations

•   WSJ: Marine Le Pen’s Far-Right French Party to Pay Nearly $13 Million to Russian Military Contractor

•   WSJ: New Details of Shanghai Nursing Home Covid Deaths Suggest City Is Overwhelmed

•   WSJ: China Wants to Reopen Factories After Covid-19 Lockdowns. It Isn’t That Easy.

※   Shanghai's industrial output in March, hammered by stringent lockdown measures, fell by 7.5% from a year earlier

•   WSJ: Covid-19 Cases Jump in Beijing as New Deaths Triple in Shanghai

※   China’s capital ramps up testing to halt outbreak; Hangzhou restricts movements in some parts of tech hub

•   WSJ: What Shanghai Is Going Through Is News to Many in the Rest of China

•   WSJ: Saudi Royals Are Selling Homes, Yachts and Art as Crown Prince Cuts Income

•   WSJ: Japanese Yen’s Drop Raises Potential for Broader Market Trouble

•   WSJ: Apple, Amazon, Microsoft Headline Busy Earnings Week

•   WSJ: How Goldman Sachs Is Encouraging Companies to Disclose Emissions Data

•   WSJ: Higher Oil Prices Have Yet to Lure Back Secondary Buyers

•   WSJ: Crypto Thieves Get Bolder by the Heist, Stealing Record Amounts

•   WSJ: Twitter Re-Examines Elon Musk’s Bid, May Be More Receptive to a Deal

•   WSJ: Apple Store Workers Seek to Unionize, Following Efforts at Amazon, Starbucks

•   WSJ: A Different Kind of Solar Power Attracts Attention

•   WSJ: Rebounding Demand, Rising Prices Boost U.S. Steelmakers’ Profits

•   WSJ: European Lawmakers Reach New Deal on Social Media Regulations

•   WSJ: Starbucks Is Having an Identity Crisis. Can Howard Schultz Fix It?

•   WSJ: The Best Job Markets Aren’t in the Biggest Cities

•   WSJ: How Raleigh Rallied From the Covid-19 Pandemic

•   WSJ: Workers Are Changing Jobs, Raking In Big Raises—and Keeping Inflation High

•   NYT: Russians Seize 42 Towns in Eastern Ukraine as Fighting Intensifies

※   Ukrainian officials acknowledged Friday that Russian forces had taken more than three dozen small towns

•   NYT: Rattled by Ukraine War, Moldova Strives to Dodge Russia’s Long Shadow

•   NYT: With Us or With Them? In a New Cold War, How About Neither.

•   NYT: Ukrainians in Mariupol’s steel mill are holding on, despite intensifying attacks, a commander tells The Times.

•   NYT: Skepticism greets a bold Russian claim about war aims, based on its source.

•   NYT: America’s Road to the Ukraine War

•   NYT: The U.S. keeps a wary eye on the French elections.

•   NYT: Economic programs were front and center in the campaign.

•   NYT: Protesters Amass at White House, Demanding Action on Climate

•   NYT: Donald Trump’s Newest Problem: Elon Musk

•   NYT: The Drive to Vaccinate the World Against Covid Is Losing Steam

•   NYT: For France’s Muslims, a Choice Between Lesser Evils in Presidential Vote

•   NYT: The Former Chancellor Who Became Putin’s Man in Germany

•   NYT: The Drive to Vaccinate the World Against Covid Is Losing Steam

•   NYT: Analysis: The U.S. Appealed to Reinstate Masks. But Is It Seeking to Win?

•   NYT: Modi Stresses Growth, Sidestepping Politics, in Visit to Restive Territory

•   NYT: Why Midterm Election Years Are Tough for the Stock Market

•   NYT: How Remote Work Helped Tech Companies Outside Silicon Valley Grow

•   WP: Commander hints at Russian ambitions beyond Ukraine

•   WP: White House readies for tough probes that would follow a GOP takeover

•   WP: Congress returns to battles over spending as inflation looms

•   WP: Biden to visit Israel ‘in the coming months,’ White House says

•   WP: The Belarusian railway workers who helped thwart Russia’s attack on Kyiv

•   WP: E.U. asks people to work remotely, reduce air conditioning to foil Putin

•   WP: As world reopens, North Korea is one of two countries without vaccines

•   WP: With coal surge, China puts energy security and growth before climate

•   FT: Emmanuel Macron defeats Marine Le Pen to be re-elected French president

※   Incumbent wins with projected 58 per cent of the votes, as far-right candidate vows to fight on in June parliamentary polls

•   FT: Putin will renew attacks on ‘symbolic’ Kyiv, says city mayor Vitali Klitschko

•   FT: Oleg Tinkov, the Russian tycoon who denounced ‘crazy war’ in Ukraine

•   FT: Putin abandons hopes of Ukraine deal and shifts to land-grab strategy

※   Russian president was considering settlement with Kyiv last month but now sees no prospect of that

•   FT: Do Russians really support the war?

•   FT: Bundesbank warns Russian gas embargo would cost Germany 5 per cent in lost output

•   FT: Macron, Le Pen and France’s long battle between order and dissent

•   FT: EU approves groundbreaking rules to police Big Tech platforms

•   FT: Hungary’s economy poses immediate challenge for Orban after election win

•   FT: Boris Johnson pushes for UK-India trade deal by October

•   FT: Johnson concedes Russia could win war and proposes sending tanks to Poland

•   FT: UK Covid infection rate declines sharply from recent peak

•   FT: US urges compromise on Britain and EU over N Ireland trade deal

•   FT: Momentum grows to oust Boris Johnson after latest ‘partygate’ debacle

•   FT: Why it took the UK a long time to become a Russia hawk

•   FT: Mark Carney’s climate finance group set to unveil corporate guidelines

•   FT: English cities warn ‘unrealistic’ housing targets threaten economic growth

•   FT: Did US economic growth slow at the start of 2022?

•   FT: Israeli security forces and Palestinians clash at al-Aqsa mosque compound

•   FT: China’s Covid strictures scupper hopes of property revival

•   FT: Turkey blocks Russian armed forces’ air route to Syria

•   FT: Bolsonaro seeks to woo Brazilian voters in Lula’s left-wing stronghold

•   FT: Protests sweeping Peru strand tourists and close copper mines

•   FT: Twitter board in a bind as Elon Musk makes his move

•   FT: Renault considers 2023 listing for electric vehicle unit

•   FT: Shell starts talks over ‘nightmare’ Russia exit

•   FT: Office return stalls as UK staff cling to flexible working

•   FT: Back in business: are airlines ready for a summer travel boom?

•   FT: Are you still watching? Netflix and the future of streaming

•   FT: Great cancellation spreads beyond Netflix

•   FT: Climate graphic of the week: record methane level adds to warming fears

•   Bloomberg: U.S., EU Discuss Options to Wean Europe From Russian Oil Imports

•   Bloomberg: Europe Risks Rationing If Putin Cuts Off Russian Gas Supply

•   Bloomberg: Russia Faces ‘Reverse Industrialization’ in Sanction Squeeze

•   Bloomberg: Schlumberger Sees More Sanctions Possible amid ‘Dynamic’ Russia

•   Bloomberg: Ukraine Needs Nations to Follow Up on Aid to Fill $5 Billion Gap

•   Bloomberg: Fed Dashes Cold Water on Shock-and-Awe Hike of 75 Basis Points

•   Bloomberg: Powell’s Hawkish Tone Fails to Tamp Down Inflation Expectations

•   Bloomberg: Cathie Wood Says Fed Won’t Hike as Much as Market Priced In

•   Bloomberg: Recession Risk Is Growing With Rate Hikes, Regional Banks Say

•   Bloomberg: Nomura Now Expects Fed to Hike 75 Basis Points in June and July

•   Bloomberg: Yellen Signals Openness to Paring Tariffs on Imports From China

•   Bloomberg: Warren Warns Dems Risk Losing Power Without Inflation Action

•   Bloomberg: U.S. Blasts China’s Support for Russia, Vows to Help India

•   Bloomberg: Germany’s Scholz Focuses Ukraine Policy on Avoiding Nuclear War

•   Bloomberg: Germany to Borrow Extra 40 Billion Euros to Cushion War Blow

•   Bloomberg: Lagarde Says ECB Bond Buys Will Likely End Early in Third Quarter

•   Bloomberg: BOE Chief Says It’s Problematic to Call Inflation ‘Transitory’

•   Bloomberg: Economists Cut China’s Growth Outlook Amid Virus Lockdowns

•   Bloomberg: ‘Mayhem’ Ensues as Top Shipper Indonesia Bans Edible Oil Exports

※   Move adds to spate of crop protectionism since war in Ukraine

•   Bloomberg: Cooking-Oil Chaos Exacerbates a Looming World Hunger Crisis

•   Bloomberg: Yellen, Japan’s Suzuki Reaffirm FX Agreements Amid Yen Drop

•   Bloomberg: Kuroda Says BOJ Must Keep Aggressive Easing, Averts Talk on Yen

•   Bloomberg: Pakistan Seeks to Extend IMF Loan for One Year, Minister Says

•   Bloomberg: IMF Says Initial Loan Talks With Sri Lanka Were ‘Fruitful’

•   Bloomberg: India Finance Chief Says Growth Supported Amid Inflation Fight

•   Bloomberg: Largest S. African Port Slowly Resumed Operations After Floods

•   Bloomberg: Iran and Saudi Resume Talks to Repair Ties, Cut Mideast Tensions

•   Bloomberg: ‘B-A-D’: Traders Find Nowhere to Hide as Assets Sink on Fed Bets

•   Bloomberg: Positive U.S. Real Yields Add to Toxic Emerging-Market Cocktail

•   Bloomberg: Trillions of Negative-Yielding Bonds Vanish as ECB Hawks Rise Up

•   Bloomberg: Ruble’s World-Defying Rally May Be in Last Days as Default Looms

•   Bloomberg: BofA Strategists See U.S. Equity Outflows Just Getting Started

•   Bloomberg: Contrarian Who Called China Tech Selloff Says It’s Not Over Yet

•   Bloomberg: China’s Oil Demand Is Tumbling the Most Since Wuhan Lockdown

•   Bloomberg: How Europe’s Main Diesel Exchange Can Help Russia Keep Exporting

•   Bloomberg: Foxconn’s Key iPhone Plant Operating in Locked-Down China Region

•   Bloomberg: Containers Pile Up in Shanghai Port on China's Covid Lockdowns

•   Reuters: World Bank, IMF, WTO leaders urge quick action on action plan to address food security

•   Reuters: Exclusive: ECB policymakers keen for quick end to bond buys, early rate hike

※   "It was just over 2% so in my interpretation all the criteria to raise interest rates have now been met,"

•   Reuters: Some Chinese state banks will cut deposit rates on Monday

•   Reuters: U.S. says backs Lithuania in row with China

•   Reuters: Myanmar's Suu Kyi awaits verdict in first corruption case

•   Reuters: Argentina will not modify $45 billion debt deal with IMF, finance minister says

•   Reuters: Analysis: Bruised Wall Street faces gauntlet of worries after market tumble

•   Reuters: Analysis: In troubled France, no honeymoon for re-elected Macron

•   MarketWatch: What’s next for the stock market as investors come to grips with Fed’s ‘peak hawkishness’

•   SCMP: The military race for low Earth orbit satellites – and why China is behind

•   SCMP: Disaster or zero-Covid? China has no choice for now, top health official says

•   SCMP: China ‘debt trap diplomacy’: ex-central bank governor slams accusations as a ‘smear’ amid warnings of global credit risks

•   SCMP: China’s South Korean firms mull over whether to stay or go as Covid, geopolitical pressures mount

•   SCMP: Coronavirus: China’s consumption expected to be ‘dismal’ over Labour Day holiday as Omicron wave rolls on

•   SCMP: China moves to boost market sentiment as investor doubts grow over economic outlook

•   SCMP: China urged to do more to pass 5 per cent growth in second quarter as risk of capital flight grows

•   SCMP: Why China should watch out for the impact of US infrastructure plans

•   SCMP: Foxconn suspends production at two factories in eastern city of Kunshan, putting Apple’s China supply chain on edge

•   Caixin: China’s Covid Controls Are Disrupting Spring Planting

•   Caixin: China OKs Six New Nuclear Reactors

•   Nikkei Asia: Kishida's handling of inflation spurned by majority: poll

•   Nikkei Asia: Japan's Shionogi says COVID-19 pill shows rapid clearance of virus

•   Nikkei Asia: Japan, Russia strike salmon and trout fishing deal despite sanctions

•   Nikkei Asia: Toyota to use new paint removal technology to 'dress up' cars

•   Nikkei Asia: Japan fears China-Russia LNG alliance after Shell exits Sakhalin-2

•   Mainichi: Japan gov't economic package to include oil subsidies, cash handouts

•   매경(P1): [단독] 尹 방일 특사단, 기시다 총리 만나 취임식 초청키로

•   매경(P1): [단독] 삼성전자 RE100 가입…친환경 경영 속도낸다

•   매경(P1): "가뜩이나 물가 다 올라서 힘든데"...건보료에 털린 직장인들 부글부글

•   매경: "개발도상국 경제 협력, 민간금융 참여 이끌어내야 "

•   매경: 도시 광산'서 니켈 리튬 캔다…LG SK 삼성 폐배터리 사업 사연은

•   매경: 포스코, 광양에 1조 투자…전기차 강판공장 '첫삽'

•   매경: 내달 대구서 세계가스총회…에너지기업 거물 한자리에

•   매경: [단독] '11번가'까지 코스피 간다…SK계열사 줄상장 대기

•   매경: "이러니 개미들 곡소리 들리지"…공매도 12조 사상 최대

•   매경: 돈되는 NFT 감별 어떻게…답이 보이는 '디지털 머니쇼' [WEALTH]

•   매경(P1): 작년 10% 오른 라면, 또 오를까…인니, 팜유수출 중단 후폭풍

•   매경: 바이오디젤 생산업체도 '발등의 불'…팜농장 운영 종합상사는 표정관리

•   매경(P1): 산재 사망자 오히려 60% 늘었다…중대법에도 예방효과 미미

•   매경: 고용부도 난감…'중대법 1호' 삼표수사 석달째 결론 못내

•   매경: 금리 뛰자 증권사 이달 채권손실 2조

•   매경: "다주택 징벌 과세 없애야 거래 숨통…취득세 2% 단일세율로"

•   매경: "이사갈 수 있겠네"…일시적 2주택자 종부세 면제 검토

•   매경: 유니클로 회장마저 "일본에 도움 안돼"…이제야 '나쁜 엔저' 인정한 日 [글로벌 이슈 plus]

•   매경: '나쁜 엔저' 알면서도 멈출 수 없는 일본은행…돈풀기 계속한다 [글로벌 이슈 plus]

•   매경: MSCI선진지수 편입 속도…홍남기 "3대 걸림돌 해소"

•   매경: 세계 자율차 시장 71억弗…"韓 규제개선 속도 낙제점"

•   매경: 정부, 온실가스 국제감축사업 ODA와 연계 추진

•   매경: 퍼펙트스톰 온다는데…은행 충당금 美 5분의 1

•   매경: "그래도 부동산은 배신 안해"…가계빚 4개월만에 다시 증가

•   매경: 위기의 車부품사…최대 매출에도 '속빈 강정'

•   매경: "친구처럼 교감"…AI와 '실감대화' 시대 성큼

•   매경: 현대차·LG이노텍…이젠 '1분기 실적의 시간'

•   한경(P1): 이자로 배 불린 은행, 석달 새 4조 벌었다

•   한경: 서민 '이자폭탄'에 잠 못 이루는 동안…은행들 '9조' 돈방석

•   한경: 은행 20조원 순이익 거둘 때, 가계빚 80조원 늘었다

•   한경(P1): 윤석열 당선인 "부산엑스포 유치, 국정과제로 챙길 것"

•   한경: "한국판뉴딜 등 예산 20조 깎아 추경 재원 마련을"

•   한경: 철강 빅5 "물류대란에 탄소중립 청구서…첩첩산중"

•   한경: "밤시장 없애자"…플랫폼으로 간 동대문 MZ상인들

•   한경(P1): 폭주하는 공정위…CCTV 설치까지 보겠다? 기업들 '패닉'

•   한경: 36년 前 규제 들이대는 공정위

•   한경: 수시로 바뀌는 공시 가이드…"일을 위한 일 만드나"

•   한경(P1): 위기의 삼성 '이재용만 유일'…"日기업 몰락 전철 밟나"

•   한경(P1): "기존 틀 깨는 파격·도전정신 부족"

•   한경(P1): "일단 따자" 수십곳 벌떼 입찰…'로또 낙찰' 된 60조 公共공사

•   한경: "A급 개발자 근무 북방한계선 사수하라"…스타트업, 강남 사무실 확보戰

•   한경: "빅스텝 때문만은 아냐"…환율 급등 뒤엔 국민연금·서학개미 있다

•   한경: 5년간 120번 이상…매주 법원 가는 이재용

•   한경: 한덕수 국무총리 후보자 "재건축 규제 완화땐 집값 불안…신중 접근해야"

•   한경: "고임금 대기업, 임금 인상 최소화해야"

•   한경: 14주 연속 하락…해운 운임 '기현상'

•   한경: 로봇이 만드는 전기비행기…"차로 50분 거리 7분 만에"

•   한경: 삼성전자 바닥왔나?…임원들 '6만전자' 샀다

•   서경(P1): [단독] 결국 표준건축비 6년만에 인상…분양가 더 뛴다

•   서경: "주택공급 차질 최악 막자" 인상 수용…기본형 건축비도 뛸 듯

•   서경: 기본형보다 50% 높은 '서울형 건축비' 나온다

•   서경: "100억 납품하면 20억 적자"…원자재값 상승 못따라가는 공공조달

•   서경: 한·정·박·김' 꼬리무는 논란…"1~2명 낙마 할수도"

•   서경: 경제수석에 최상목…윤곽잡힌 대통령실

•   서경: HDC현산, 4억원대 과징금으로 '8개월 추가 영업정지' 피했다

•   서경: 홍남기 "새 정부, 재정준칙 빨리 도입해야"

•   서경: "올해도 5G의 힘"…통신3사 역대급 실적 낸다

•   서경(P1): [서울포럼 2022]우주시대…'한국판 스페이스X' 키우자

•   서경: 부처 칸막이에 우주정책 산으로…G20 중 韓만 전담기구 없어

•   서경: 韓 우주인력 1000명, 인도 6% 수준…그나마 배출돼도 현장과 '미스매칭'

•   서경: 美 1.5% 불과한 우주예산 확 늘리고…핵심기술 민간에 이전해야

•   서경: 美中日 우주기업 민간투자 활성화…스팩 통해 상장 → 자금 회수 '선순환'

•   서경(P1): "내달 급매 쏟아지기 전 팔자"…다주택 매물 급증

•   서경: "3억원 낮춰서라도 팔자"…집값 하락? 급매 쏟아진다

•   서경: 중산층에 '하늘의 별' 된 서울아파트…대출껴도 살 집 100채 중 3채도 안돼

•   서경: 금리인상기 실수요 몰려…소단지 올 매매비중 '역대 최고'

•   서경: 물가 고려하면 엔저 더 심화…"韓 수출기업 피해 우려"

•   서경: [심층분석] SK어스온, 말레이 석유탐사 돌입…포스코홀딩스·LG컨소는 리튬·니켈 공급망 확보

•   서경: 철강-조선사 ‘후판값 인상’ 놓고 대립각

•   서경: [공매도 부분 재개 1년] 개미들 아우성에도…당국 "MSCI편입하려면 전면재개 불가피"

•   서경: 올 들어 韓증시 24조 원 사들인 동학개미…순매수 상위 10곳 중 9곳 연초 대비 주가 ↓

•   서경: 재건축 아파트 거래 늘었지만…"정부 출범해도 규제완화 늦출듯"

•   서경: LPG값 뛰자…택시요금도 줄줄이 오른다

•   조선(P1): 정치인·고위공무원, 검찰수사 빠져나간다

•   조선(P1): 유럽에 관광객들이 돌아왔다... 에펠탑에 500m 행렬

•   조선: [어린이책] 양정중 경제동아리의 '특별한 수업'

•   조선(P1): 이준석·안철수 “검수완박 합의에 국민 분노”

•   조선(P1): 오늘부터 코로나 2급 감염병… 인수위는 재상향 검토

•   조선(P1): 중국 배터리 CATL, 한국 3社 점유율 추월

•   조선: 日은 ‘전고체’로 단박 역전 노려

•   조선: 中배터리, 세계로 진격… CATL 순이익은 LG엔솔 3배

•   조선: 中, 글로벌 리튬생산 1위로… 배터리 원재료 시장도 장악

•   조선: 탄소중립 내세우며… 일부 환경단체, 해외사업까지 ‘발목’

•   조선: 국내 투자자 보유 비트코인 7조원

•   조선: 인력 부족 발동동 造船업계… 노조는 “외국인 근로자 반대”

•   조선비즈: 서버용 반도체에 꽂힌 삼성전자·SK하이닉스·TSMC

•   조선비즈: 외국인 3주 연속 ‘셀 코리아’…이달에만 4조 넘게 던졌다

•   조선비즈: 위기의 르·쌍·쉐, 1분기 생산량 18년 만에 최소

•   조선비즈: [부동산 실패]② 누더기 대출 규제, 무주택자·1주택자도 잡았다

•   조선비즈: [부동산 실패]③ 집 보유 여부에 따라 커진 자산 격차... “이젠 못 따라잡는다, 곳곳서 절망만”

•   조선비즈: [부동산 실패]④ 임대차법 폭주에 급등한 전·월세금… “쫒겨나고 또 쫒겨났다”

•   조선비즈: [부동산 실패]⑤ “세무사도 양도세는 포기”…땜질 반복에 누더기된 부동산 세제

•   조선비즈: [탈원전 5년]① “오늘도 두 명 해고”… 원전 협력업체의 눈물

•   조선비즈: [탈원전 5년]② 여의도 17배 면적 산림 베고 태양광 설치

•   조선비즈: [탈원전 5년]③ 원전 없는 탄소중립, 기업들 허리 휜다

•   조선비즈: TSMC 창업자 “美 반도체산업 육성 어렵다...생산비용 너무 비싸”

•   조선비즈: 文대통령 “우리 정부서 NDC 40%로 상향…탄소중립 다음 정부에서도”

•   조선비즈: “없어서 못 산다” 반도체 공급난에 몸값 뛴 중고 장비

•   중앙(P1): 디지털 시대, 오프라인의 귀환

•   중앙: [디지털 시대, 오프라인의 귀환]MZ세대 ‘3감’ 잡아라…구찌 버거, IWC 커피, 시몬스 수세미 손에 잡히는 경험 마케팅 열풍

•   중앙: [디지털 시대, 오프라인의 귀환]온라인으로 물건은 살 수 있지만 관계 맺는 특별한 경험은 못 해

•   중앙: [디지털 시대, 오프라인의 귀환]2030 ‘뉴트로 본능’ LP사려고 한겨울 밤 새워 줄섰다

•   중앙: ‘3중고’ 탓 젊은 택시기사가 없다, 40대 ‘보물’ 50대는 ‘청년’

•   중앙: 4차 백신 맞을까? 말까? 60세 이상 딜레마

•   중앙: 임금 안 깎고 4일간 5일치 업무 ‘탄력적 주4일제’에 공감

•   중앙(P1): [view] 다가온 스태그플레이션…치솟는 물가부터 잡아라

•   중앙: 아, 차차…상하이 봉쇄 후폭풍, 부품이 또 바닥났다

•   중앙: ‘보복여행’ 수요 폭발, 629만원 북유럽투어 260억어치 팔려

•   동아(P1): “한국 물가 올해 4% 상승” IMF, 亞선진국 2위 전망

•   동아: 2인 당일치기 나들이 비용 1년새 17만→20만원… 부담되네요

•   동아: 버스파업 D-1… 대체 수송차 확보, 택시부제 해제 검토

•   동아: 직장인 4명중 1명 “최근 1년간 직장내 괴롭힘 당해”

•   동아: “글로벌 투자처로 떠오르는 SMR 기술, 제도적 뒷받침 서둘러야”

•   한국: 아직 추경 규모도 못 정한 인수위...산발적 금융·부동산 대책에 시장은 '혼란'

•   한국: 주택 매매심리 '꿈틀'… 선행지표로 본 부동산 시장 전망은? [부.전.자.전]

•   국민: “탄소중립, 선택 아닌 필수”… 기업, RE100 전환 속도

•   머니투데이(P1): 금리급등에 증시불안, 국민연금 4년만에 수익률 마이너스 찍나

•   머니투데이(P1): 치솟은 기름값…새 정부 '유가환급금' 14년만에 다시 꺼내나

•   머니투데이: "中 경쟁력 떨어진다"…원자재값 뛰는데 韓배터리 웃는 이유

•   헤럴드경제(P1): 회기 절반도 안돌았는데…신생 기업규제 644개

•   헤럴드경제: “CCUS는 탄소감축의 보루…인프라 등 적극투자 나서야”

•   헤럴드경제: ‘애플 텃밭’ 日서도 통한다…‘갤럭시S22’ 놀라운 반전

•   헤럴드경제: 에너지혁신기업 46곳 뭉쳤다...산업부 ‘신산업 생태계’ 구축

•   헤럴드경제: IPEF 대응 인프라·청정에너지 민관대책 논의

•   파이낸셜뉴스(P1): 반도체 종사자 '10만명 시대'... 삼성·하이닉스 "그래도 부족"

•   파이낸셜뉴스: 기대 너무 컸나… 메타버스 관련주 하락세

•   파이낸셜뉴스: 中봉쇄 직격탄 맞은 건설기계… 3월 굴착기 수출 92% 급감

•   파이낸셜뉴스: HDC현산 영업정지 피했지만… 전국 현장서 퇴출 움직임 확산

•   파이낸셜뉴스: "250만 가구 공급 성공하려면 ‘文정부 2·4대책’부터 손봐야"

•   파이낸셜뉴스: ‘용인 반도체 클러스터’ 착공 언제로?… 市·새정부 엇갈린 셈법 [fn 패트롤]

•   파이낸셜뉴스: 비정규직의 설움… '코로나 해고' 여성이 더 많았다

•   파이낸셜뉴스: 최저임금 못받는 가사노동자 '월 실수입 17만원'

•   아시아경제(P1): 韓, 국가채무 증가 '과속 경고'

※   국회예산정책처: 2022 경제·재정수첩

•   디지털타임스(P1): [기획] 인구 1명 줄때 공무원 1.3명 늘린 文정부

•   디지털타임스: 현대重 2년연속 파업소식에… 수주훈풍 조선업계 `비상`

•   이데일리(P1): '코로나 특수' 끝난다..엔데믹에 새판짜는 이커머스 기업들

•   이데일리(P1): "올 연간 3%성장 못한다"…우크라·고물가·통화긴축 `3중 악재`

•   이데일리: "1분기 0.5% 성장…우크라·中봉쇄 탓에 2분기 성장률은 추락"

•   이데일리: 추경 줄이되 150조 자영업 기금 검토…"재원 어디서" 정부 난색

•   이데일리: [단독]尹부동산정책 금주 발표 가닥…“공급안 나올 것”

•   이데일리: 재정여건 문제 없나…간당간당한 `AA급` 한국 국가신용등급

•   이데일리: 한은 "우크라 사태 끝나더라도 국제원자재 가격 상승 지속"

※   한국은행: 해외경제 포커스(제2022-11호)

•   이데일리: "시장 선점"…전기차 생산기지 구축하는 완성차업체들

•   이데일리: 최태원 광폭행보…대한상의 경제계 '초격차 리더십' 이어간다

•   이데일리: “더 똑똑하게 더 밝게”…올해도 스마트폰 핵심은 ‘카메라’

•   연합: 오후 9시까지 전국 3만3460명 확진…어제의 절반 수준으로 줄어

•   연합: 북, 역대급 심야열병식 ICBM 등 총동원할듯…대동강 '부교' 설치

•   연합: 경제민주화시민연대, 재계 50대 기업 ESG 평가지수 발표

•   연합: "온난화 막으려면 에너지전환에 10년간 전세계 연 7천조원 투자해야"

•   KBS: [단독] 바이든-윤석열 5.21 첫 정상회담…‘판문점·반도체·넷플릭스’ 키워드

•   전자신문(P1): "산업 DX, 민간 중심 거버넌스로"

•   전자신문: 가계부채 '경고음' 커지는데 구체적 통계도 아직

•   전자신문: '배터리 데이 2022' 27일 팡파르… 3대 포인트

•   전자신문: 삼성전자, 인도 이통사 5G 장비 공급 위해 현지 생산 검토

•   에너지경제: [단독] 태양광 보급 상승세, 4년 만에 꺾였다…재생에너지 확대 '빨간불'

[Opinions]

•   Project Syndicate(Raghuram G. Rajan): Regulating the Crypto Wild West

•   Project Syndicate(Mohamed A. El-Erian): The Growth Engines Are Sputtering

•   Project Syndicate(Laura Tyson, Daniel Weiss): Public-Private Decarbonization

•   Project Syndicate(Nancy Qian): What the Shanghai Lockdown Tells Us About China’s Future

•   Project Syndicate(Anne O. Krueger): Desperately Seeking a Mechanism for Sovereign Debt Restructuring

•   FT(Editorial Board): China counts the cost of its zero-Covid policy

•   FT(Editorial Board): Putin’s aggression is pushing Finland and Sweden into Nato

•   FT(Ben Hall): Victory for Macron is not an instant cure for all France’s ills

•   FT(Constanze Stelzenmüller): Germany has a special responsibility to stop Putin’s evil

•   FT(Katie Martin): Fed fallout spreads as shift to raise US rates starts to jolt markets

•   FT(Gerard Lyons): Bank of England’s remit needs a fundamental rethink

•   FT(Tom Braithwaite): ‘We are drowning in vaccine.’ What will revive the market for Covid jabs?

•   FT(Ivan Krastev): To isolate Russia is not in the west’s power or interest

•   FT(Lex): China stocks: weak renminbi is just what companies need

•   WSJ(Editorial Board): The Stakes in the Battle for the Donbas

•   WSJ(Editorial Board): John Kerry Says the Darndest Things

•   WSJ(Editorial Board): Learning to Believe the Fed

•   WSJ(Editorial Board): Five Million Ukrainian Refugees

•   WSJ(Mary Anastasia O’Grady): Food Economics in One Argentine Lesson

•   WSJ(Allysia Finley): Fossil Fuels’ Forthright Defender

•   WSJ(Shirley Yu): The World Is in Crisis, and That’s Good for the Economy

•   NYT(Editorial Board): Can Sanctions Really Stop Putin?

•   NYT(Ross Douthat): Why Biden Saying ‘Genocide’ Doesn’t Matter

•   NYT(Helen Thompson): It’s Not Just High Oil Prices. It’s a Full-Blown Energy Crisis.

•   NYT(Kevin M.F. Platt): The Profound Irony of Canceling Everything Russian

•   NYT(Ilya Yablokov): The Five Conspiracy Theories That Putin Has Weaponized

•   WP(Editorial Board): Putin has one last cruelty in mind for a devastated Mariupol

•   WP(Editorial Board): Macron’s win is cause for great relief — and modest celebration

•   WP(Jennifer Rubin): Critics are wrong. Biden is getting Ukraine right.

•   WP(E.J. Dionne Jr.): Macron wins one for democracy, but the far right still looms

•   WP(David Von Drehle): Xi’s and Putin’s sick twist on ‘peace’ and ‘security’

•   WP(Michael Gerson): There’s a reason Russian soldiers can’t look their victims in the face

•   WP(Leonid Ragozin): Russians are told they have two choices: Win this war or be destroyed

•   WP(Sebastian Mallaby): Where the Fed went wrong on inflation

•   Bloomberg(Julian Lee): The Coming Russian Struggle for New Markets for Its Oil

•   Bloomberg(Brooke Sutherland): Industrial Strength: Covid Pandemic Didn't Kill Conventions After All

•   Bloomberg(Stephen Mihm): Inflation or Instabiliity: Which Comes First?

•   Bloomberg(Lisa Abramowicz): The Fed Is Losing Control Over the Inflation Narrative

•   Bloomberg(Matthew Yglesias): America’s Era of Free-Lunch Politics Is Over

•   Bloomberg(Jenny Paris): Inflation: The Federal Reserve Now Knows What It Must Do