Global Economic Monitor 220502

(Introduction)

[Markets]

•   Global: Dollar dips, U.S. stocks tumble on inflation concerns

※   World stock index off, shows weakest month since March 2020

※   U.S. stocks weighed down by inflation, Amazon earnings

※   Nasdaq loses 4% on day, registers biggest monthly dip since 2008

※   Dollar dips Friday but set for biggest 1-month gain since 2015

※   U.S. Oil futures settle lower, gold rises

•   Metals: Copper climbs on China support but COVID clouds demand outlook

•   Grains: U.S. wheat futures fall after rains; soybeans, corn flat

•   DRAM: 메모리가격 보합… 하반기 슈퍼사이클 오나

•   한국: 외인·기관 매수에 코스피 1%대 상승 마감…2,690대 안착

•   한국: 정부 '구두개입' 강도 높이자 환율 7거래일만에 1250원대

※   연합: 금융위기도 아닌데 환율은 1,300원 위협…평가잣대 바꿔야 하나

[Indicators]

•   US Apr. Personal spending·income: U.S. Consumers Boosted Spending in March

※   Household spending rose 1.1% in month as consumers stepped up spending on services

※   WSJ: Worker Pay and Benefits Grow at Record Pace, Pressuring Inflation

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for record 21 months a row -Baker Hughes

•   Eurozone Q1 GDP: Weak EU growth and Covid-hit China raise prospect of global downturn

※   Ukraine war takes toll on eurozone as US economy contracts and renminbi falls

•   Eurozone Apr. CPI : Euro-Area Inflation Hits Record, Raising Pressure on ECB

※   Consumer prices rose 7.5% on year in April, matching estimate

•   China Apr. PMI: China’s Manufacturing Activity Pummeled by Covid Restrictions

※   Data offer early glimpse of the coming economic toll from strict zero-tolerance lockdowns in Shanghai, other cities

•   India Mar. Core industry production: India's March infrastructure output grows 4.3% year over year

•   India Apr. GST collections: GST revenue collection hits record Rs 1.68 lakh crore in April

•   India Apr. Employment: India's jobless rate rises to 7.83% in April - CMIE

•   Brazil Mar. Employment: Brazil’s Unemployment Unexpectedly Drops in Boost for Economy

•   Russia Benchmark rate: Russia Cuts Interest Rate as Economy Reels From War in Ukraine

•   Saudi Arabia Q1 GDP: Saudi Economy Grows at Fastest Pace in a Decade on Oil Boom

•   한국 3월 산업동향: 3월 생산 늘었지만 소비·투자 꺾였다…"불안한 회복세"

•   한국 3월 금융기관 가중평균 금리: 가계대출 평균금리 3.98%…7년10개월來 최고

•   한국 4월 무역수지: 에너지가격 급등에 4월 무역수지 또 적자…수출은 12.6%↑

※   서경: 對中 수출 18개월만에 감소세로…25년만에 재정·무역 '쌍둥이 적자' 오나

•   한국 4월 은행 가계대출 잔액: 가계대출, 사상 첫 4개월 연속 뒷걸음

•   한국 5월 소상공인 5월 전망 경기지수: [단독] 소상공인 경기전망 4년1개월來 최고…‘마스크 벗기’ 엔데믹 기대감

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매수심리 일단 '멈칫'…8주 만에 수급지수 하락

[News]

•   WSJ: West Ramps Up Ukraine Weapons Aid as Expectations About War’s Outcome Shift

※   Governments see Ukrainian success offering chance of curbing Russian expansionism

•   WSJ: Ukrainian Forces Get Crash Course on Javelin Missiles From U.S. Volunteers

•   WSJ: Nancy Pelosi Leads U.S. Delegation to Ukraine in Show of Support

※   Congressional trip comes as Moscow’s attempted military push into the nation stalls and saboteurs are blamed for attack inside Russia

•   WSJ: Rescuers Seek Survivors at Kyiv Apartment Building Hit During U.N. Chief’s Ukraine Visit

•   WSJ: Russia Recasts Fight in Ukraine as War With the West

※   Ahead of Russian May 9 holiday, Moscow links current conflict to Soviet defeat of Nazi Germany

•   WSJ: Citizens’ Images of Potential War Crimes in Ukraine Flood the Internet, but Might Not Hold Up in Court

•   WSJ: Russia’s Occupation of Southern Ukraine Hardens, With Rubles, Russian Schools and Lenin Statues

•   WSJ: Ukraine War Puts Spy Satellites for Hire in the Spotlight

•   WSJ: Fed Prepares Double-Barreled Tightening With Bond Runoff

•   WSJ: As Inflation Eases Public Debt Load, Economists Sound Cautionary Note

•   WSJ: Covid-19 Cases Rise in the U.S., With Limited Impact

•   WSJ: Trump’s Influence Faces Test in Republican Primaries in May

•   WSJ: Conservation Tax-Break Deals Keep Flowing Despite IRS Crackdown

•   WSJ: China Detained EU Delegation Employee in Beijing

•   WSJ: China Plans Reprieve for Tech Giants, Including Delaying New Rules, as Economy Slows

•   WSJ: Beijing, Shanghai Outbreaks Renew Debate Over China’s Covid-19 Strategy

•   WSJ: China’s Covid-19 Defenses Have a Missing Piece: Vaccinating the Elderly

•   WSJ: Hong Kong’s Next Leader Touts City’s Global Role but No Policy on Reopening

•   WSJ: Clashes at Jerusalem’s Al Aqsa Mosque Renew Israeli-Palestinian Tensions

•   WSJ: Russia’s War in Ukraine Is Straining Global Economic Cooperation

•   WSJ: Europe to Make Fresh Push to Revive Iran Nuclear Deal

•   WSJ: April Extends Bond Investors’ Woes

•   WSJ: Wall Street Reluctantly Embraces Crypto

•   WSJ: Is Real Estate a Shelter From Inflation? Not Always.

•   WSJ: The Shadow Crew Who Encouraged Elon Musk’s Twitter Takeover

•   WSJ: Apple’s Not-So-Secret Plan to Take Another Gigantic Bite of the Microchip Market

•   WSJ: Apple Suppliers Given Priority for Factory Restarts in Shanghai Region

•   WSJ: Amazon’s Build-Out Collides With Inflation Surge

•   WSJ: Amazon’s Flagship Online-Shopping Business Stalls After Decades of Growth

•   WSJ: Exxon and Chevron, Buoyed by High Oil Prices, Shower Investors With Cash

•   WSJ: Exxon Mobil’s Shade of Green Is What Investors Want

•   WSJ: Americans Are Showing Inflation Fatigue, and Some Companies See a Breaking Point

•   WSJ: Global Supply Chain Woes Reach America’s Amish Furniture Makers

•   WSJ: For Instacart Shoppers, the Job Is Getting Harder, Slower

•   WSJ: Elon Musk and Jeff Bezos Face Off in a Satellite Space Race

•   WSJ: Pfizer’s Covid-19 Pill Failed Study Testing Its Preventive Use

•   WSJ: EPA Issues Emergency Waiver Allowing Sales of Higher-Ethanol Fuel Starting May 1

•   WSJ: America’s Snarled Railroads Are the Latest Hit to Farmers

•   WSJ: Annual Reviews Are a Terrible Way to Evaluate Employees

•   NYT: Amid Hardening Western Resolve, Signs of Russia’s Stalling in Eastern Ukraine

•   NYT: Russia’s top officer visited the front line to change the offensive’s course, U.S. and Ukraine officials say.

•   NYT: Ukrainian Official Outlines Intentional Ambiguity on Strikes Inside Russia

•   NYT: Ukraine grapples with fuel shortages after Russian attacks.

•   NYT: Biden Received Early Warnings That Immigration and Inflation Could Erode His Support

•   NYT: Biden seeks to lure Russia’s top scientists to the U.S.

•   NYT: Is the U.S. Economy Headed for a Slowdown?

•   NYT: The Extraordinary Wealth Created by the Pandemic Housing Market

•   NYT: F.D.A. sets aside June for potential decisions on vaccines for the youngest Americans.

•   NYT: Why Americans Became More Vulnerable to Oil Price Spikes

•   NYT: Governments Tighten Grip on Global Food Stocks, Sending Prices Higher

•   NYT: Inside China’s Zero-Covid Fortress, Xi Admits No Doubts

•   NYT: Beijing Escalates Restrictions, but Still Stops Short of Lockdown

※   Officials in China’s capital are striving to contain a coronavirus outbreak while avoiding public anger of the kind that has erupted in Shanghai.

•   NYT: Sunflower Oil ‘Vanishes’ as Ukraine War Grinds On

•   NYT: Musk’s Ties to China Could Create Headaches for Twitter

•   NYT: Working 9 to 2, and Again After Dinner

•   WP: Biden ticks up, but GOP holds advantage on economy, Post-ABC poll finds

•   WP: Virus mutations aren’t slowing down. New omicron subvariant proves it.

•   WP: How Putin’s brutal war in Ukraine pushed Finland toward NATO

•   WP: With an eye on Shanghai’s woes, Taiwan moves to live with the virus

•   FT: EU steps up action on Russian oil sanctions

※   Berlin speeds up its timetable for phasing out energy imports as Brussels tries to reach deal on toughest measures yet

•   FT: EU looks to provide further emergency lending to Ukraine

•   FT: Europe’s efforts to wean itself off Russian energy a ‘game-changer’, says top US official

•   FT: Russia bids to avoid dollar debt default with last-minute payment

•   FT: Russian central bank backs plan to merge second-largest lender

•   FT: Trucking shortage shifts from drivers to vehicles

•   FT: Potential candidates emerge for leadership of eurozone bailout fund

•   FT: French May Day marches raise heat on Macron after election

•   FT: French parties of left and right battle for survival in June elections

•   FT: One step forwards, two steps back for Europe’s hard right

•   FT: US holds high-level talks with UK over China threat to Taiwan

•   FT: China meets banks to discuss protecting assets from US sanctions

•   FT: Zero-Covid pride of China’s ‘big leader’ threatens economic fall

•   FT: Western multinationals sound alarm over China’s Covid lockdowns

•   FT: ‘Politics has been turned on its head’: India reels from wave of religious violence

•   FT: Erdogan’s embrace of Saudi crown prince signals end of dispute over Khashoggi murder

•   FT: Record India heatwave raises power cut fears

•   FT: ESG demand drops among European ETF investors

•   FT: Renminbi on course for steepest monthly fall as China’s economy slows

•   FT: Pressure on Chinese renminbi hits other emerging market currencies

•   FT: How far will the Fed and the Bank of England raise interest rates?

•   FT: What does Elon Musk’s Twitter deal mean for Tesla?

•   FT: Arm set to regain control of renegade China unit after near 2-year battle

•   FT: Companies trying to exit Russia have to ‘dance with the devil’

•   FT: Bill Gates calls for global surveillance team to spot pandemic threats

•   Bloomberg: End of Easy Money Brings a $410 Billion Global Financial Shock

•   Bloomberg: As Snarls Mount, Economists Take a Walk on the Supply Side

•   Bloomberg: Russia to Move Away from U.S. Dollar Amid Sanctions, Xinhua Says

•   Bloomberg: Powell’s Fed Set to Go Big and Keep Going Until Inflation Tamed

•   Bloomberg: Powell Seen Slowing Rate Hikes After May and June Front-Loading

•   Bloomberg: New Rules for U.S. Investments in China Face Fresh Hurdle: Biden’s Team

•   Bloomberg: Summers Says Surging Wages Are a ‘Super Core’ Push to Inflation

•   Bloomberg: Germany to Woo India With G-7 Invite in Push to Isolate Russia

•   Bloomberg: Baerbock Says Sanctions Will Only Be Lifted After Russian Withdrawal

•   Bloomberg: Hungary Would Veto EU Sanctions on Russian Energy, Minister Says

•   Bloomberg: Russia Will Quit International Space Station Over Sanctions

•   Bloomberg: ECB Rate Hike Possible But Not Likely in July, Guindos Says

•   Bloomberg: Lane Says ECB’s Focus Isn’t Whether to Hike, But How Quickly

•   Bloomberg: EU Aims for Joint Deposit Fund by 2024 in Banking Union Push

•   Bloomberg: World’s Food Crisis Gets Another Jolt From Rising Protectionism

•   Bloomberg: Can the World Feed Itself? Historic Fertilizer Crunch Threatens Food Security

•   Bloomberg: China’s Politburo Ignites Market Rally With Vows on Growth

•   Bloomberg: China Security Pact Spurs Jibes Between Australia, Solomons

•   Bloomberg: China’s Covid ‘Triumph’ Will Rely on Vaccines, Drugs, Mild Variants, Top Expert Says

•   Bloomberg: Southeast Asia Travel Is Catching Up at Last as Covid Curbs Ease

•   Bloomberg: China Contagion Threatens to Derail the World’s Emerging Markets

•   Bloomberg: China Has to ‘Put Action Behind Words’: Analysts on Policy Vows

•   Bloomberg: Recession Risks Spark U.K. Market Jitters Ahead of BOE Decision

•   Bloomberg: Europe’s Fragile Energy Market Braces for Putin’s Next Move

•   Bloomberg: Russia Raises Crude Exports Via Key Routes Despite Lower Output

•   Bloomberg: How to Make Sense of Russia’s Contradictory Oil Data

•   Bloomberg: Gazprom’s Gas Exports Drop as Buyers Turn to Spot Volumes

•   Bloomberg: Myanmar in Talks With Russia on Fuel Supplies to Ease Blackouts

•   Bloomberg: OPEC+ Set to Stick With Supply Plan Even as EU Eyes Russia Ban

•   Bloomberg: Iran Oil Minister Travels to Venezuela for Energy Deals

•   Bloomberg: Omicron Sublineages Likely Evade Vaccines, Natural Immunity

•   Bloomberg: What China’s Energy Giants Expect From Russia’s War and Covid

•   Bloomberg: Green Energy Farms to Replace Russian Gas Slowed by Red Tape

•   Bloomberg Businessweek: War Is Making One of the Richest Countries Even Richer

•   Reuters: China's Xi vows stronger antimonopoly efforts, healthy capital market

•   Reuters: Exclusive: Indian refiners seeking 6-month Russian oil import deal

•   Reuters: AstraZeneca says its COVID shot still has role despite global glut

•   Reuters: Bored Ape NFT company raises around $285 million of crypto in virtual land sale

•   Reuters: Analysis: Russia's Ukrainian quagmire providing tough lessons for China

•   Reuters: Analysis: Globalised yuan complicates Beijing's bid to stem capital flight

•   Reuters: Special Report: How military technology reaches Russia in breach of U.S. export controls

•   CNN: Has inflation reached a peak? Three signs that prices could soon come down

•   CNBC: Warren Buffett says inflation ‘swindles almost everybody,’ Munger rails against bitcoin, market ‘mania’ at Berkshire meeting

•   CNBC: The Bank of Japan may have limited tools to deal with the weak yen, but that’s not its focus

•   CNBC: Wharton’s Jeremy Siegel says the struggling stock market now looks attractive for long-term investors

•   CNBC: Apple’s big quarter shows that smartphones aren’t getting hit by weakening macroeconomic conditions

•   MarketWatch: A rough 4 months for stocks: S&P 500 books the worst start to a year since 1939. Here’s what pros say you should do now.

•   MarketWatch: AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed

•   Fox Business: Americans are showing inflation fatigue, and some companies see a breaking point

•   SCMP: As US chips away at its one-China policy, fears grow for Taiwan’s uneasy peace

•   SCMP: Chinese radar ‘is watching missile threats from Korean peninsula and Japan’

•   SCMP: China food security: ‘severe challenges’ ahead as rising incomes, geopolitical turmoil strain resources

•   SCMP: Shanghai’s Covid-19 cases fall for eighth straight day, edging closer to ‘societal zero’ goal and gradual reopening

•   SCMP: Beijing bans restaurant dining for Labour Day break to cut Covid-19 spread

•   SCMP: Can India fill the China-shaped hole in Australia’s economy?

•   Caixin: Analysis: Hard Line Quarantine and the Rule of Law

•   Caixin: China to Suspend Import Taxes on Coal to Keep a Lid on Energy Costs

•   Nikkei Asia: Toyota, Subaru extend Japan holiday shutdowns over supply crunch

•   Nikkei Asia: Indian PM Modi vows to build semiconductor production hub

•   매경(P1): "이대로 가다간 1경7천조 적자"…尹 취임 즉시 국민연금 손본다

•   매경(P1): "기업인 사면 서둘러 세계 무대서 뛰도록"

•   매경: 강남3구가 1등 아니라고? 서울 공시가 상승률 1위 따로 있네

•   매경: [단독] 규제 많은 상법서 '회사법' 분리

•   매경: [단독] 오바마 기시다 尹취임식 못 온다…코로나에 외국정상 참석 확 줄듯

•   매경: 이달에 올렸는데 다음달에 또?…도시가스 요금 월2450원 인상

•   매경: 삼성전자, 임금 9% 인상…유급휴가도 3일 더 늘려

•   매경: 삼성전자 반도체 매출…1분기도 인텔에 앞서

•   매경: 삼성전자 스마트폰…3개월만에 1위 탈환

•   매경: 사업 다각화 나선 SKC, 지주사로 전환

•   매경: 집 반드시 팔아야 한다면…전문가들 "6월 전에 팔아야 유리" [WEALTH]

•   매경: 같은 삼성인데…전자 지지부진할 때, SDS 제일기획은 날았다

•   매경(P1): "주담대 계약 하루 미뤘더니 1년 이자 123만원 뛰었어요"

•   매경: 주담대 하루 늦게 받았다고…年이자 123만원 더 내라니

•   매경: 신용대출 금리가 상대적으로 안정세라는데…이유 살펴보니

•   매경(P1): [단독] 공정위, 檢에 담합정보 사전제공

•   매경: [단독] 공정위·檢 담합정보 공유…기업 중복수사 부담 덜어

•   매경: 6년간 묶였던 상속세 인적공제…추경호 "확대추진"

•   매경: 바이든 이달 한국 오는데…미국 최우선 순위는?

•   매경: 글로벌 통상 새 대안 'IPEF'…韓도 출범부터 함께한다 [글로벌 이슈 plus]

•   매경: 공정위, 지역기업 우대 규정 대폭 손질

•   매경: '역대급 엔화 약세'에 은행창구 북적…올해 엔화예금에 1조원 몰려

•   매경: [단독] 카카오, 올해 매출 네이버 처음 추월하나…신영증권 "1700억 앞질러"

•   매경: 자율주행트럭 내년 상용화 추진…하반기에 10대로 시범운행 이 회사는

•   매경: SK하이닉스 사상최대 실적에도…목표가 낮추는 증권가

•   매경: 주식 신용이자 10% 육박…'빚투' 비상

•   매경: 10곳중 6곳 기대이상 실적…2분기는 안갯속

•   매경: "2분기도 D램값 반등도 어렵다는데"…고민 커지는 삼전 투자 개미들

•   한경(P1): [단독] 분당 옆 성남·일산 옆 고양까지 재건축 푼다

•   한경: "왜 우리는 용적률 안 높여주냐"…광명·용인 등 역차별에 반발

•   한경: 윤석열 정부, 출범 즉시 '1기 신도시 특별법' 제정 추진

•   한경(P1): 백종원도 못 버텼는데…"진짜는 여름에 온다" 폭풍전야

•   한경: 면화값 11년來 최고…'날개 단 옷값'

•   한경: 저세상 물가' 이게 끝이 아니라니…한숨만 나온다

•   한경: 한그릇 1만5000원…냉면 먹다 목에 걸리겠네

•   한경: 현대重 2030 직원, 파업 맹비난…"출근도장만 찍고 고임금, 옳은거냐"

•   한경: 文정부서 公기관 인력 10만명 늘었다

•   한경: "새 정부·기업, 힘 합쳐 ESG 컨트롤타워 만들 것"

•   한경(P1): 65세 정년연장 꺼내든 인수위

•   한경: "이러다 노동인구 펑크"…'65세 정년연장' 카드 꺼낸 인수위

•   한경(P1): 영끌·빚투 줄자…'40년 주담대' 이어 '10년 신용대출' 내놨다

•   한경: 6.5% vs 2.6%…은행들 가산금리 '천차만별'

•   한경(P1): 부동산 정책 갈팡질팡…집값 자극 vs 표심 좌우 '시장 대혼란'

•   한경: 소상공인 지원 '33.1조 + α' 못박은 인수위

•   한경: 종합상사 빅3 '화려한 부활'

•   한경: 韓 기업 ESG 아픈 손가락은 '장애인 고용'

•   한경: 친환경 신사업 동맹 중심축 된 포스코그룹

•   한경: "노후 석탄발전소 30곳 조기폐쇄…10년 미만 시설은 적극 활용해야"

•   한경: "5월엔 주식 팔라고?…통신·車·반도체는 담아볼만"

•   한경: '집값 선행지수' 경매, 서울 낙찰가율 올들어 최고치

•   한경: "은퇴 후 아파트 말고 단독주택 살겠다"…몸값 높아지는 이유

•   서경(P1): "생산장비도 동났다"…반도체, 2024년까지 품귀

•   서경: "새 차 사기 더 힘들겠네"…반도체 대란 2년 더 간다

•   서경: 삼성, 1500억 'EUV 노광기' 10대 추가…하이닉스는 반도체팹 M16에 2대 설치

•   서경: "공급 차질로 낸드 7% 상승" vs "IT 수요 감소에 꺾일것"

•   서경: [단독] 공약파기 논란에 "방역지원금, 원래 차등…'최대' 600만원이었다"

•   서경: [S머니]"회식보다 트렌디 문화"…홍대·가로수길 등 '핫플'에 소비 몰렸다

•   서경(P1): 尹정부 '科技중심 국정기조' 사라졌다

•   서경: 尹 당선후 과기정책 '뒷방 신세'…MB때 '과기 홀대론' 재연되나

•   서경: 美 빅테크·ETF 미끄럼…11조 사들인 서학개미 '패닉'

•   서경: 이재용 사면·尹정부 출범·바이든 평택 방문…삼성 운명이 갈린다

•   서경: 삼성, 모바일 AP 점유율 '반토막'…파운드리도 18%서 정체

•   서경: [단독]인수위, 온플법 대신 자율규제키로…"공정위·과기부 공동 관리"

•   서경: 2일에만 총리부터 6명…'청문 전쟁' 시작

•   서경: 韓 서비스업 노동생산성, OECD 36개국 중 28위

•   서경: [세종시 돋보기]R&D에 '진심'인 이창양 산업부 장관 후보자

•   서경: "정년연장에 내가 왜 손해보나"…현대차 MZ, 노조에 뿔났다

•   서경: [시그널] IPO 대어들 대거 출격에도…흥행은 '안갯속'

•   서경: "채권금리 2분기가 정점" vs "3년물 3.5% 간다"

•   서경: "접종 안했는데 코로나 걸리면 어쩌나"…‘마스크 해제’에 학부모 '노심초사'

•   조선(P1): 文정부가 떠넘긴 공공요금 인상, 가스비부터 시작

•   조선(P1): 대통령실 5수석… 경제 최상목, 정무 이진복, 사회 안상훈, 홍보 최영범, 시민사회 강승규

•   조선: 마스크 업체 1683곳 “노 마스크, 오! 노”

•   조선: 장난감·뷔페·화장품값 껑충… 겁나는 ‘가정의 달’

•   조선: 작년 사교육비 23조 역대 최대

•   조선: 낙관론 일색 홍남기도 “경기 하락, 긴장해야”

•   조선(P1): 안보실장에 김성한… “남북관계 정상화”

•   조선: 자원無國 한국, 탄소중립 핵심광물 60%를 5국에 의존

•   조선: SK하이닉스, 청주에도 반도체 공장 새로 짓는다

•   조선: 머리부터 발끝까지, AI가 골라줍니다

•   조선: 드론으로 셀카 찍는다

•   조선비즈: “메타버스 거품 빠지나”…수익 의문에 국내외 관련株 줄줄이 ‘반 토막’

•   조선비즈: 계륵된 LCD에 희비 엇갈린 삼성D·엘지D…OLED에 답 있다

•   조선비즈: ‘두달 동안 15조원’ 손 커진 개미 투자자들…자동차株 등 차익 실현나서

•   조선비즈: [르포] “퇴근 후 마트로 은행 업무 보러 가요”… 이색 점포 늘리는 은행들

•   조선비즈: 환율 고공행진으로 외환 시장 불안한데…솔솔 나오는 추경호·이창용 ‘불협화음’

•   조선비즈: 두산에너빌리티 1분기 영업이익 1921억원… 전년 동기比 20.6%↓

•   인베스트조선: SK그룹發 무더기 IPO...'숫자 찍어놓고 달리는 듯'

•   중앙(P1): 밖에선 마스크 벗는다…월요일부터 의무 해제

•   중앙(P1): 4차 산업혁명 시대, 일자리 ‘빅 미스매치’

•   중앙: 삼성 파운드리 품질 논란, 주 고객사 대만 TSMC에 빼앗겨

•   중앙: [4차 산업혁명 시대, 일자리 ‘빅 미스매치’]반도체 인력 수요 연 1만명인데, 대졸 전공자 20%도 안 돼…2차전지·로봇도 인재 가뭄 극심

•   중앙: [4차 산업혁명 시대, 일자리 ‘빅 미스매치’]국경 없는 이공계 두뇌 모시기 경쟁…CEO까지 해외 날아가 취업 설명회

•   중앙: [4차 산업혁명 시대, 일자리 ‘빅 미스매치’]스탠포드대 컴퓨터공학과 604명 늘릴 때, 서울대 15명 증원

•   중앙: [4차 산업혁명 시대, 일자리 ‘빅 미스매치’]중국 AI인재 100만 명 육성 추진…대만 국가가 직접 반도체 인재 양성

•   중앙: 유류세 내달부터 30% 인하, 휘발유 L당 83원 내린다

•   중앙: [단독]택시 몰아주기 의혹때…'배차 알고리즘' 몰래바꾼 카카오

•   중앙: 인수위, 5G 중간요금제 추진…통신3사 “올 것이 왔다”

•   동아(P1): “통영-군산… 시군구 절반이 소멸위험지역”

•   동아(P1): 이재명-안철수 출마론, 판 커진 尹정부 첫선거

•   동아(P1): [알립니다]팬데믹 이후, 한국 경제-금융의 성장 전략

•   동아: ‘6만전자’된 삼성전자, 부사장급 이상 임원에 “자사주 매입해달라”

•   동아: 카카오-택시업계 “탄력요금 도입해야”… 지자체 “요금 상승 우려”

•   동아: “4개월이면 효과 뚝… mRNA 코로나 백신 대안 마련 시급”

•   동아: 규제샌드박스 기업 10곳 중 9곳 “새 정부서 제도 더 활성화해야”

•   문화(P1): ‘포스트 대선’ 지방선거… 결과따라 정치지형 바뀐다

•   국민: 전세계 ‘주4일제’ 실험… “생산 효과” “임금 감소” 의견 팽팽

•   국민: “코발트 프리”… LFP 대응 나선 K-배터리 삼총사

•   서울: 기재부 출신이 독점한 ‘경제 원팀’

•   서울: “반도체망 2025년 재편… 한국, 美동맹 참여를”

•   세계(P1): [단독] 尹 정부 '안전속도 5030 완화' 방침에 탄중위 위원 “오히려 강화해야” [S스토리]

•   세계(P1): 드론으로 ‘魚 魚 魚’… 혁신을 낚았다 [제5회 세계드론낚시대회]

•   세계: “팔아도 남는 게 없어요”… 밀·팜유 대란에 치킨·분식집도 울상

•   한겨레(P1): 올해 만 1살 미만 ‘부모급여’ 30만원…2024년 100만원으로 확대

•   한겨레: “삼성전자 위기라 할 수 없지만…한국 반도체 투자 점점 느려져”

•   머니투데이(P1): 70대도 "사납금 내는 택시 NO, 배달 뛴다"…믿을건 외국인뿐?

•   머니투데이: "시급 1만2천원 줘도 알바 못구해" 손님 못받는 사장님의 속사정

•   머니투데이: "지금도 한달에 1000만원 버는데...왜 매일 출근해요?"

•   머니투데이: "5년 일하면 7000만원 보너스...제발 사표 내지 마세요"

•   머니투데이: 하락장, 급증하는 공매도에 커지는 '개미비명'

•   머니투데이: 공매도, 완전재개 6월인데…기울어진 운동장 논란여전

•   머니투데이: 올해 1분기 '30조원' 찍은 공매도…'완전 재개' 시한폭탄 다가온다

•   헤럴드경제(P1): 투자 막힌 기업…비축현금 125兆 증가 ‘역대최대’

•   헤럴드경제: 기업들 쌓아둔 현금 885조…새 정부 ‘투자 자물쇠’부터 풀라

•   헤럴드경제: 올 투자계획 60%가 대선 후 나왔다…새 정부 ‘기업친화정책’ 기대감 높아

•   헤럴드경제(P1): ‘돈냄새 나는’ 마케팅 NO…유통기업은 지금 ‘캐릭터 홀릭’ [헤럴드 뷰]

•   헤럴드경제: 예대금리차 공시 ‘신호탄’…은행들 ‘후덜덜’

•   파이낸셜뉴스(P1): 거품 꺼진 자산시장... 재테크 암흑기 온다 [버블이 꺼진다.. 재테크 빙하기]

•   파이낸셜뉴스(P1): "내돈 맡겨도 되나" 은행권으로 번진 불신 [금융사 구멍난 내부통제]

•   파이낸셜뉴스: 금리 치솟자 회사채 발행 ‘줄취소’… 환율도 뛰어 외화채 42조 만기 ‘경고등’

•   파이낸셜뉴스: 250만가구 공급 로드맵 있나… '오락가락 정책' 난타전 예고

•   아시아경제(P1): 청년 빈곤층 24만명, 사상 최대… 20대 다중채무자도 급증

•   아시아경제(P1): [인터뷰] "尹 정부, ESG 60조+α 투자해 100만 일자리 만든다"

•   아시아경제: [단독] "전기차 고객불편, 선제대응"…전세계 엔지니어 한데 모으는 현대차

•   디지털타임스(P1): [기획] 카카오·코오롱 기술탈취에 인수위 분노

•   디지털타임스: 공공기관 빚 583조 역대 최대… 文정부 5년간 매해 20조 폭증

•   디지털타임스: 현대경제연 "3高에 하반기 경제 불확실성 증폭"

•   이데일리(P1): "언제 무너져도"…3대 악재 '퍼펙트 스톰'에 기업들 '비상'

•   이데일리: 인플레·환율급등·고금리 '3고' 현상에…"팔면 팔수록 손해"

•   이데일리: 기업들 앞다퉈 뛰어들어...전기차 충전사업 '각축전'

•   이데일리: [단독] AI로 식단 관리…카카오, '스마트 어린이 급식시스템' 사업 뛰어든다

•   연합: 오후 9시까지 전국서 1만9708명 확진…어제보다 1만4836명 적어

•   더구루: [단독] 두산·GS·삼성, 루마니아발 SMR 수주 기대감…뉴스케일파워, 구축 합의

•   전자신문(P1): 국정과제 '디지털트윈국토' 반쪽사업 전락 우려

•   전자신문(P1): 아이폰15, 폴디드 카메라 탑재...LG이노텍 '수혜'

•   전자신문: PPA, 1년 가까이 2건 불과…전력시장 개편 과제 산적

•   전자신문: '6억짜리' 명품 주식 산다…소수점 거래로 투자문화 지각변동

•   전자신문: FPCB 업계 1분기 '흑자전환'...올해 실적 '순항' 예고

[Opinions]

•   Project Syndicate(Andrew Sheng, Xiao Geng): The International Monetary System Is More Unfit than Ever

•   Project Syndicate(Carlos Lopes): The Rich World’s Empty Climate Promises

•   Project Syndicate(Harold James): Friends Without Benefits

•   Project Syndicate(Kaushik Basu): Coordinating in the Dark on Inflation

•   Project Syndicate(Ian Buruma): Why Is Macron Hated?

•   Project Syndicate(Zach Meyers): Elon Musk’s Twitter Test

•   FT(Editorial Board): Accelerating the end of Europe’s Russian gas habit

•   FT(Martin Sandbu): Western leaders must prepare public for a war economy

•   FT(Robert Armstrong): An ill omen from Amazon?

•   FT(John Dizard): Stress emerges again in Treasuries market

•   FT(Daniel Yergin): Europe no longer trusts Moscow’s energy brand

•   FT(Brendan Greeley): The Fed’s balance sheet is normal and political

•   FT(Oren Cass): Cutting China tariffs will offer no respite from rising prices

•   FT(Lex): Big Oil: companies have chosen not to spend big on investment

•   FT(Lex): Inflation: low expectations set the stage for further surprise

•   WSJ(Editorial Board): The Inflation Tax Bites Workers

•   WSJ(Editorial Board): Germany’s Tax-Cut Inflation Cure

•   WSJ(Editorial Board): Rumors of Stagflation in First Quarter GDP

•   WSJ(Editorial Board): Congress’s Turn to Step Up on Ukraine

•   WSJ(Editorial Board): Germany Rebuffs a Separate Peace in Ukraine

•   WSJ(Editorial Board): Warren Buffett on Wall Street ‘Gambling’

•   WSJ(Arthur Laffer, Stephen Moore): The Bitter Fruit of Inflation: Dow 29500

•   WSJ(Holman W. Jenkins, Jr.): As We Speak, Elon Musk Rebrands Twitter

•   WSJ(Tunku Varadarajan): America Needs a Return to First Principles

•   WSJ(Ben Hodges, Sam Mundy): The West Has a Crucial Ally in Qatar

•   WSJ(Yulia Latynina): Russia Isn’t a Military State. It’s a Delusional One

•   WP(Editorial Board): A global famine looms. The U.S. could prevent it.

•   WP(Editorial Board): Defeating Putin will require larger U.S. commitments — and risks

•   WP(George F. Will): Mike Pompeo ponders entering the presidential marathon

•   WP(David Von Drehle): As covid evolves, China’s obstinance grows — at huge economic cost

•   WP(Nicholas Eberstadt): How Russia’s grim demographics could thwart Putin’s global ambitions

•   Bloomberg(Editorial Board): Brazil Needs More Than Populist Economics

•   Bloomberg(Niall Ferguson): Crypto and the Dollar Are Partners, Not Rivals

•   Bloomberg(John Authers): Looking for the Silver Linings in Shrinking GDP

•   Bloomberg(Julian Lee): Europe Sanctions Haven’t Made Clear What Counts as “Russian Oil”

•   Bloomberg(Brooke Sutherland): Industrial Strength: Hiring Is a Bright Spot in Noisy Earnings Season

•   Bloomberg(Chris Bryant): Inflation Is Soaring. Where's My Pay Raise? Workers Hit By Cost of Living Crisis

•   Bloomberg(Lara Williams): The World’s Economic Outlook Turns Grim

•   Bloomberg(Matthew Yglesias): America Needs Elon Musk — to Sell Electric Cars

•   Bloomberg(Javier Blas): Putin’s Gas Strategy Gives Germany Only Bad and Worse Choices

•   Fox News(Jim Gilmore): Russia's war against Ukraine is just America's first challenge