Global Economic Monitor 220509

(Introduction)

[Markets]

•   Global: Stocks slide, long-dated yields rise on inflation concerns

※   Nasdaq, S&P post longest losing streaks in a decade

※   European stocks post worst week in two months

※   Dollar eases from 20-year high, oil gains

•   UK: U.K. Assets Suffer After BOE’s Gloomy Prognosis on Recession

•   Metals: Demand concerns push aluminum to four-month low

•   Grains: Corn, soybean futures slide on forecasts of warm weather in U.S. Midwest

•   Cryptocurrency: Crypto Prices Slump Over the Weekend

•   한국: 코스피 1.23% 하락 마감…미 증시 폭락·'빅스텝' 부담

•   한국: 증시급락 와중에 날아온 희소식…수소법 기대감에 관련주 급등

•   한국: '거꾸로' 가는 증시…일평균 거래대금 '코로나 초기' 수준으로 '뚝'

•   한국: 빅스텝 충격 못버틴 원화값 1276원 급락…"더 빠지면 자본유출 위험"

•   한국: 기준금리 올리기도 전에 금융채 가파른 상승…가계대출 압박

[Indicators]

•   Global Apr. Food prices: Food Prices Hold Near Record as Ukraine War Upends Trade

•   US Apr. Nonfarm payrolls: Rapid Pace of U.S. Job Growth Stretched Into April

※   Employers added 428,000 jobs—the 12th month of gains above 400,000—and the unemployment rate remained at 3.6%

※   WSJ: Pay Raises Are Historically High. Inflation Is Still Eclipsing Those Gains.

※   WSJ: The U.S. Economy Is Desperately Seeking Workers

•   US Weekly Rig count: US drillers add oil and gas rigs for seventh week in a row

•   China Mar. Property loan: China Property Loan Growth Slowest on Record as Sector Struggles

•   China Apr. Foreign reserves: China’s FX Reserves Drop for Fourth Month Amid Yuan Declines

•   한국 4월 국제선 여객: 지난달 국제선 여객수 50% 껑충

•   한국 주간 아파트 수급동향(부동산원): 새 정부 규제완화 기대감에…서울 아파트 매수심리 반등

[News]

•   WSJ: Ukraine Fights for Besieged Mariupol as Russia Prepares to Mark Key Date

※   ‘We are basically dead men,’ one commander in Mariupol says, pleading for rescue

•   WSJ: Russia Rehearses Annual WWII Victory Parade as Fighting Continues in Ukraine

•   WSJ: U.S. Targets Russian Media, Bank Executives With New Sanctions

※   Biden administration also bans U.S. consulting firms from providing services to Russian companies, adds export controls targeting industrial companies

※   White House: FACT SHEET: United States and G7 Partners Impose Severe Costs for Putin’s War Against Ukraine

•   WSJ: Ukrainian Villagers Return to Find Their Homes Ripped Apart

•   WSJ: How Ukrainian Civilians Risked Their Lives to Help Win the Battle for Kyiv

•   WSJ: Fresh Rescue Efforts Under Way at Ukraine’s Azovstal Steel Plant

•   WSJ: Consumers Have Spearheaded Recovery, but Data Signal a Potential Change

•   WSJ: Pentagon’s China Warning Prompts Calls to Vet U.S. Funding of Startups

•   WSJ: Electricity Shortage Warnings Grow Across U.S.

•   WSJ: White House Warns of Fall, Winter Surge Without Additional Covid-19 Funding

•   WSJ: Omicron’s Trajectory Shows Challenge of Maintaining Immune Defenses

•   WSJ: Overshadowed by Shanghai, Millions Caught in China’s Forgotten Lockdowns

•   WSJ: In China, if You’ve Got Mail, It Might Arrive With a Whiff of Sanitizer and a Covid-19 Test

•   WSJ: China Remains an Outlier in a World of Surging Inflation

•   WSJ: Hong Kong Committee Confirms Ex-Policeman John Lee as Next Chief Executive

※   Lee, the city’s security chief who has led a crackdown on dissent, was the sole candidate in a rubber stamp vote by a group of Beijing loyalists

•   WSJ: Philippines’ Duterte Era Ends, Leaving Fate of Tighter China Ties to His Successor

•   WSJ: Sri Lankan Economic Crisis Creates Opening for India

•   WSJ: It’s the Worst Bond Market Since 1842. That’s the Good News.

•   WSJ: Why Indonesia Has Bucked This Year’s Global Selloff

•   WSJ: Market’s 2022 Slide Has Already Changed Investor Behavior

•   WSJ: Dollar Strength Bucks Inflation Woes

•   WSJ: Energy Stocks Still Have Gas in the Tank

•   WSJ: Oil Prices Top $100, Yet Some Big U.S. Frackers Let Their Production Fall

•   WSJ: Politics Could Speed Up Clean Energy. They May Also Slow It Down.

•   WSJ: Chinese Tech Giants Quietly Retreat From Doing Business With Russia

•   WSJ: Ports Race to Clear Cargo, Fearing an Overload When China Lockdowns Lift

•   WSJ: Port Labor Talks Pose New Complication for Supply Chain

•   WSJ: Nvidia Agrees to Pay $5.5 Million to Settle SEC Probe Over Cryptomining Disclosure

•   WSJ: The Tech Industry’s Epic Two-Year Run Sputters

•   WSJ: With Higher Pay and Better Hours, Teens Jump Into the Job Market

•   WSJ: Moderna Seeks to Dismiss Covid-19 Vaccine Patent Lawsuit

•   WSJ: TikTok’s Work Culture: Anxiety, Secrecy and Relentless Pressure

•   WSJ: Apple iPhone Users Got Alerts About Strangers’ AirTags. The Trackers Were Never Found.

•   WSJ: How to Avoid Getting Dragged Into Meetings

•   WSJ: They Came, They Hiked, They Stayed: Retirees Lift Fortunes in Rural America

•   NYT: Russia’s Grave Miscalculation: Ukrainians Would Collaborate

•   NYT: Jill Biden makes an unannounced visit to Ukraine, and meets with Zelensky’s wife.

•   NYT: Seizing an Oligarch’s Assets Is One Thing. Giving Them to Ukraine Is Another.

•   NYT: One Village at a Time: The Grinding Artillery War in Ukraine

•   NYT: Fed Officials Are on the Defensive as High Inflation Lingers

※   Critics have accused the Federal Reserve of not reacting quickly enough to tame rising prices. On Friday, a Fed governor explained why it took so long.

•   NYT: Biden’s Unpopularity

•   NYT: A Fight Over America’s Energy Future Erupts on the Canadian Border

•   NYT: U.S. Presses Taiwan to Buy Weapons More Suited to Win Against China

•   NYT: Two Europes Confront Each Other Over the Glory, or Shame, of War

•   NYT: Macron, Inaugurated for a Second Term, Faces War in Europe and Social Tensions at Home

•   NYT: Good News for Food, Bad News for War: Brazil Buys Russian Fertilizer

•   NYT: Oil Profits Soar, but the Industry’s Path Forward Remains Uncertain

•   NYT: The Dollar Is Stronger. Who Wins? Who Loses?

•   NYT: Inside Elon Musk’s Big Plans for Twitter

•   NYT: What’s Your Rate of Inflation?

•   WP: As war grinds on, the definition of victory remains murky

•   WP: How millions of Russians are tearing holes in the Digital Iron Curtain

•   WP: A history of Russian oppression fueled Lithuanian energy independence

•   WP: Has Shanghai Been Xinjianged?

•   WP: After 1 million deaths, covid leaves millions more forever changed

•   FT: Kherson defiant as Russia seeks to tighten its grip on occupied Ukraine

•   FT: US places sanctions on Gazprombank executives for first time

•   FT: Western banks prepare for $10bn hit in retreat from Russia

•   FT: How the west became less anxious about Russia’s nuclear threat

•   FT: Germany scrambles to change its Russia policy

•   FT: Scholz vows to continue sending heavy weapons to Ukraine

•   FT: Ukraine to receive financial aid, but more is needed

•   FT: Putin ‘doesn’t believe he can afford to lose’ — William Burns, CIA director

•   FT: Russia pummelled by pro-Ukrainian hackers following invasion

•   FT: Hungary in bind over Russian oil as EU pushes embargo

•   FT: EU could offer Hungary more time and money to agree to Russia oil ban

•   FT: ECB doves put to flight as interest rates set to rise in July

•   FT: Eurozone’s long-stagnating wages start to rise as cost of living soars

•   FT: BoE faces its biggest inflation challenge since independence

•   FT: Johnson tries to regain the initiative with new legislative programme

•   FT: UK rate rise expectations pared back after Bank of England warning

•   FT: Threat grows of UK housing market slowdown

•   FT: Boris Johnson seeks to make best of a bad set of poll results

•   FT: Renewables projects face 10-year wait to connect to electricity grid

•   FT: Ministers reject claims of impending UK break-up after N Ireland polls

•   FT: Retailers feel squeeze in historically tight US jobs market

•   FT: Has US inflation finally started to slow?

•   FT: Summers Says Wage Slowdown May Be Positive Sign Amid Tight Jobs

•   FT: Fed Sees Limited Fallout for U.S. Banks From War in Ukraine

•   FT: Xi’s renewed commitment to zero-Covid rattles markets in China

•   FT: Shanghai lockdown tests Xi’s loyalties in China’s Communist party

•   FT: EU makes last-ditch effort to save Iran accord

•   FT: Lula falters as former Brazil president prepares to launch re-election bid

•   FT: Lula targets centrist voters at launch of re-election campaign in Brazil

•   FT: US imposes sanctions on ‘crypto mixer’ used in N Korea-backed heist

•   FT: Soaring dollar raises spectre of ‘reverse currency wars’

•   FT: ‘Bad things will happen’ if stablecoins are not regulated soon

•   FT: Musk rallies wealthy friends and true believers to his side on Twitter deal

•   FT: Arm China’s renegade chief makes his last stand

•   Bloomberg: Gazprom Tries to Reassure Europe Clients They Can Still Buy Gas

•   Bloomberg: Russia Can’t Shake Default Risk After Last-Minute Bond Payment

•   Bloomberg: Pelosi Says ‘We Have to’ Pass $33 Billion Ukraine Aid Package

•   Bloomberg: Fed’s Barkin Declines to Take 75 Basis-Point Hike Off Table

•   Bloomberg: Bill Gates Says Economy ‘Bears’ Have Strong Argument on Slowdown

•   Bloomberg: ECB’s Holzmann Suggests Two to Three Rate Hikes This Year

•   Bloomberg: Center-right CDU Wins Big in State Election in Germany

•   Bloomberg: ECB’s Lagarde Says Stagflation Isn’t the Base Case, Delo Reports

•   Bloomberg: ECB’s Elderson Says Weaker Data Don’t Suggest Recession So Far

•   Bloomberg: ECB’s Nagel Urges Action as ‘Window of Opportunity’ Is Closing

•   Bloomberg: ECB’s Vasle Says Appropriate to Start Rate Hikes ‘Before Summer’

•   Bloomberg: ECB’s Schnabel Sees Climate Change, War Leading to Higher Rates

•   Bloomberg: ECB’s Rehn Wants July Rate Hike as Second-Round Effects Seen

•   Bloomberg: Spain Submitted Proposal on Gas Price Cap to EU, Sanchez Says

•   Bloomberg: Russian Energy Ban Would Worsen U.K. Inflation, BOE’s Pill Says

•   Bloomberg: China Premier Warns of ‘Grave’ Jobs Situation as Lockdowns Weigh

•   Bloomberg: China’s Central Bank Highlights Structural Tools to Aid Economy

•   Bloomberg: China Stimulus Fails to Ignite Housing Sales Over Key Holiday

•   Bloomberg: China Rejects Its Exclusion From WTO Vaccine Waiver Proposal

•   Bloomberg: Beijing’s Covid Subway Shutdown Spurs ‘Bicycle Kingdom’ Revival

•   Bloomberg: Tesla Looking to Boost Shanghai Car Production With Second Shift

•   Bloomberg: Ukraine’s Tiny Neighbor Suffers Economic Fallout From the War

•   Bloomberg: Economists See Japan’s Inflation Hitting at Least 2.1% in April

•   Bloomberg: Modi Faces a Dilemma: Keep Indian Voters Happy or Feed the World

•   Bloomberg: India Warns of Heatwaves Across Six States Next Week

•   Bloomberg: India Asks Coal Plants to Run Flat Out to Ease Power Crisis

•   Bloomberg: Economists See India Raising Rates by 100 Basis Points by March

•   Bloomberg: South Africa’s Eskom Suspends Power Cuts Earlier Than Planned

•   Bloomberg: Vanishing Value Trade Puts Emerging Markets at Risk of Fed Shock

•   Bloomberg: Market Whiplash Proves It’s A Terrible Time to Miss on Earnings

•   Bloomberg: Dollar Sweeps Back as Haven of Choice as Everything Gets Sold

•   Bloomberg: Trading Russian Oil Will Become Harder From Mid-May, Vitol Says

•   Bloomberg: Saudis Cut Oil Prices from Record Highs Amid China Lockdowns

•   Bloomberg: As Wheat Prices Soar, Africa Pivots to Cheaper Alternatives

•   Bloomberg: Chile’s Proposed Mining Shakeup Falls Short in Convention Vote

•   Bloomberg: Big Oil Spends on Investors, Not Output, Prolonging Crude Crunch

•   Bloomberg: Biden’s Oil Buyback Plan Is a Signal to Drillers to Boost Supply

•   Bloomberg: Finland Is Severing Oil Ties With Russia, Trade Data Show

•   Bloomberg: China’s Oil Giant Says It’s Not Seeking Discounted Russian Fuel

•   Bloomberg: Microsoft Has $1.3 Billion at Stake as U.S. Tests Combat Goggles

•   Bloomberg: Toyota Plans to Invest $624 Million to Make EV Parts in India

•   Bloomberg: China Orders Government, State Firms to Dump Foreign PCs

•   Bloomberg: West Coast Dockworkers, Firms Vow to Avoid Upheaval Amid Contract Talks

•   Bloomberg: Tesla, Echoing Musk, Says ESG Metrics Are ‘Fundamentally Flawed’

•   Bloomberg: Long Covid Risk Worse After Delta Than Omicron Virus, Data Show

•   Bloomberg Businessweek: China’s Massive Community-Buying Industry Is Collapsing

•   Bloomberg Businessweek: Business Travel Rebounds as Execs Choose (Real) Face Time Over Zoom

•   Reuters: Former Fed policymakers call for sharp U.S. rate hikes, warn of recession

•   Reuters: Japanese factories in Shanghai struggling to resume operations, survey shows

•   Reuters: EXCLUSIVE CATL planning EV battery production in United States, vetting sites

•   Reuters: Chaos at Apple supplier shows strains of Shanghai COVID lockdown

•   Reuters: Explainer: How the U.S. could tighten sanctions on Russia

•   Reuters: Explainer: Why are U.S. natural gas prices soaring?

•   Reuters: Analysis: Musk's new Twitter funding could draw TikTok-like U.S. scrutiny

•   CNBC: Longtime China bull Stephen Roach says there’s ‘no way’ Beijing will meet its 5.5% growth target

•   CNBC: Meta is opening its first store as VR headsets inch closer to mainstream reality

•   CNBC: In Microsoft’s Activision deal, it’s not just stock prices but a future world at stake

•   MarketWatch: Will Fed go too far? Dow’s violent swings put investors on lookout for recession signals

•   SCMP: Coronavirus: China manufacturing sentiment trails world’s major economies amid lockdowns

•   SCMP: China debt: is Beijing using a ‘shadow stimulus’ to shore up flagging economic growth?

•   SCMP: China’s US ambassador decries ‘political virus’ hurting bilateral economic ties between ‘natural partners’

•   SCMP: China inflation: Beijing prioritises price stabilisation as stagflation risk increases

•   SCMP: EU’s China ties in spotlight as Brussels moves to bolster alliances with South Korea, Japan

•   SCMP: China’s robot-built 3D-printed dam ready in 2 years: scientists

•   Caixin: Cover Story: Why Is China’s Powerful Export Engine Losing Steam?

•   Nikkei Asia: Japan to label cloud services as critical for economic security

•   Nikkei Asia: Japan and India team up for affordable EV charging standard

•   Nikkei Asia: ASEAN's Ukraine split shows desire for space between powers: envoy

•   Nikkei Asia: Electric aircraft set for take off as commercially viable transport

•   Economic Times: Inflation nation: Tighten your belts. Current price rise cycle will likely be long and grim

•   매경(P1): 美빅스텝 직격탄 제대로 맞았다…'IPO대어' SK쉴더스 공모 철회

•   매경: "과거 금리역전과 다르다"…强달러·무역적자에 자본유출 경고등

•   매경: 긴축발작에 수출기업 한숨 "中·러 이어 신흥국도 불안"

•   매경: 10% 줄인다던 재량지출, 되레 年4조씩 늘듯

•   매경: 다시 찾아온 메모리 전성시대…성장세 비메모리의 2배

•   매경: 철강·조선업계, 후판값 놓고 팽팽한 줄다리기

•   매경: 해운업계 덮친 美규제 '먹구름'…해운동맹 압박 수위 높아져

•   매경: 반도체 대형주 시들한데…소부장은 '훨훨'

•   매경(P1): 팬데믹에 훨훨 날았는데...엔데믹에 날개 꺾인 업종들

•   매경: 플랫폼 "집밖서 돈벌자"…넷플 공연사업, 오늘의집 이사중개

•   매경: "디지털전환 계속 간다"…기업용 플랫폼은 일상회복 무풍

•   매경(P1): 전력구입가 사상 최고에 채권발행도 한계치 임박…벼랑끝 한전

•   매경: 연료비 반영 못한 전기료…한전, 60년간 번 수익 다 까먹을 판

•   매경: 한전, 4개월새 채권 13조 발행…공급 쏟아지자 회사채시장 휘청

•   매경(P1): AI가 美증시 투자위험 조기 경보…韓기술로 만든 '공포지수' 나왔다

•   매경: 세계 기업 1분기 순이익 2% 증가 그쳐

•   매경: 식량 자급률 최저인데…3분기 곡물값 7% 더 뛴다

•   매경: 노인 빈곤 심각하다지만…더 힘든 계층은 따로 있었다

•   매경: "금융투자소득세 도입땐 증여 통한 조세회피 우려"

•   매경: [단독 / 세종 인사이드] 親노조 중노위원장 "임기 끝까지 채울것"

•   매경: 세계 OLED TV 출하량 2000만대 넘었다

•   매경: 삼성 '6G 주파수 백서' 공개…표준화 주도

•   매경: 시들해진 ESG…관련회사채 발행 급감

•   한경(P1): 51년 된 여의도 '시범', 60층 초고층 탈바꿈

•   한경(P1): '재직자만 지급' 조건 달린 정기상여금도 통상임금

•   한경: '재직조건 무효' 땐 통상임금·수당 눈덩이…노조 "더 달라" 줄소송 예고

•   한경: 기재부 "금융 불안 점검…필요시 선제 대응조치"

•   한경: 이창용 "한·미 금리 역전돼도 자본유출 적을 것"이라지만…불안한 '3대 징후'

•   한경: "기재위 줄게, 정무위 다오"…'상임위 빅3' 자리다툼 치열

•   한경: "네·카 등 韓 신산업 빅6 시총, 中 텐센트의 3분의 1"

•   한경: '비스포크+시몬스' 이 조합 괜찮네…삼성 가전숍에 무슨 일이?

•   한경: 서빙로봇도 보험 든다…업무 중 사고나면 배상

•   한경: "1억 넣었는데 1년 만에…" 배신당한 개미들 어쩌나

•   한경: 한달새 1.5억 뛰었다…분당·일산 아파트값 들썩이는 이유

•   한경(P1): 서울시, 20년 만에 도시관리계획 전면 손질

•   한경(P1): [단독] 전기차 공장은 '전기 먹는 하마'…현대차 '중대 결단'

•   한경: "오죽하면 자체 전력 생산시설까지 짓겠나"

•   한경(P1): 우주경제 빅뱅…'스페이스K' 키우자

•   한경: 전기요금 결정권 전기委에 준다

•   한경: 전체 가구 중 17%가 적자…빚 갚는 데 소득 98% 쓴다

•   한경: 교토기업 3배 클 때…'규제 울타리' 속 도쿄기업은 제자리

•   한경: 여객 수요 폭발하는데 인천공항은 '통금·방역'…항공업계 피 마른다

•   한경: "내 계좌 왜 이래"…'증권가 전설'에게 맡겨볼까

•   한경: 50년 주담대, DSR 낮아져 추가 자금조달 용이…이자는 더 낸다

•   한경: "수백만원 털렸는데"…'나 몰라라' 구글에 부글부글

•   한경: 탈원전 이후 수주 '제로'…쑥대밭 된 '세계 최강' 한국 원전 [남정민의 생산현장 줌 인]

•   서경: [단독] '미니 재건축' 15층 규제 폐지…개발 면적 2배 넓힌다

•   서경: '돈 된다, 저가 아파트 또 싹쓸이'…공시가 1억 거래 폭증

•   서경: 삼성전자 매출 비중 확 줄인 전기·SDI…고객 다변화 '속도전'

•   서경: 혼돈의 채권시장…韓美 국채 인버스 ETF '껑충'

•   서경(P1): 선진국 돈줄 죄는데…한국만 추경 역주행

•   서경: ‘나쁜 초과세수’ 믿고 추경 강행…물가 자극 악순환 빠지나

•   서경: 규제개혁 수용률 9.8%뿐…"전담 컨트롤타워·네거티브 전환 시급"

•   서경: 美·獨 레벨3 자율차 달리는데…韓은 '반쪽주행'

•   서경: 제조업 해외고용 42만명 늘때 국내는 18만명 줄어

•   서경: 한은 “EU 성장률 1%P 하락땐 韓 수출 3%이상 감소”

※   한국은행: 해외경제 포커스(제2022-12호)

•   서경: 새 정부 DSR 규제 유지에…은행, 앞다퉈 대출만기 확대

•   서경: "2028년까지 미래차 기술 인력 4만명 더 필요"

•   서경: 억대 연봉에도 '품귀'…클라우드 개발자 찾아 '삼만리'

•   서경: [시그널] 대기업도 체면보다 실속…신보 'P-CBO'에 꽂혔다

•   서경: "집값 또 뛴다?" 2030 서울 아파트 '영끌' 다시 살아났다

•   조선(P1): [단독] 박지원 “김정은 핵포기 안할 것... 세월호-5·18 진상 나올건 다 나왔다”

•   조선(P1): 국민 55% “취업에 男 유리”… 할당제는 여성도 회의적

•   조선: 기업 채용담당자 “점수 낮아도 남자라 합격시킨 적 있다”

•   조선: 부울경 철근콘크리트 공사 중단… 100여곳 피해 우려

•   조선: ‘엘베’ 안에서 만난 투자자, 40초 안에 설득해 10억 받으려면

•   조선(P1): 세입자 잔인한 8월… “전세 4억 올려달래요”

•   조선(P1): 北 이번엔 SLBM 발사… 올들어 매주 1회꼴 도발

•   조선: ‘삼성물산 합병 무효’ 소송… 주주들 항소 취하로 마무리

•   조선: “거품 붕괴에 연착륙이란 없어, 내년 공황수준 침체 온다”

•   조선: 지갑도 마스크 벗었다… 보복소비 폭발, 아울렛 매출 140% 늘어

•   조선: 영업이익 533% 급증, 증권업계도 놀란 대한항공 성적표

•   조선비즈: “올해 외국인 코스피 수급 80%, 프로그램 매매…3월부터 급증”

•   조선비즈: 尹정부 국정과제 ‘주식 양도세 폐지’…국회서 막히나

•   조선비즈: 전국 미분양 주택, 반 년 만에 2배 늘어… “위험한 수준은 아냐”

•   조선비즈: 경총 “노조 불법행위 잇달아… 정부가 엄정한 법 집행해야”

•   조선비즈: 尹정부 국정과제 뜯어보니…경제 회복 선봉장된 산업부, 공정위는 찬밥 신세

•   조선비즈: [세종풍향계] 文정부 靑출신 국책연구원장들, ‘이심전심’ 버티기

•   조선비즈: ‘플라잉카 정거장’ 짓고 관광사업까지… UAM 진출 나선 건설업계

•   조선비즈: 원자재난에 환율까지… 한달새 25% 오른 태양광 모듈

•   조선비즈: [르포] 태양광 난립한 제주...“정부 믿고 설치했는데 전력 남아돌자 강제 중단”

•   조선비즈: 스팩 합병 대세는 IT…올해 합병 15곳 중 6곳 휩쓸어

•   조선비즈: EU, 중국 ‘초국경 보조금’ 규제 본격화… “확대 모니터링해야”

•   조선비즈: 현대重도 ‘고체산화물 연료전지’ 투자… 차세대 연료 구도 지각변동

•   인베스트조선: 국민연금, 대표소송·탈석탄 등 민감 정책은 모두 새정부서 결론

•   중앙: 대기업 11곳 구조조정 완료, 매각 무리수에 M&A 불발도

•   중앙: 소액으로 명품·건물 투자 매력, 거래량 적어 처분 어려워

•   중앙(P1): 민주당 만든 법 때문에 새 정부 73조 떠안는다

•   중앙: [단독]"지난달 개성공단 화재, 北이 무단 재가동하다 발생한듯"

•   중앙: “한·미 통화스와프 되면 좋지만…문제는 가능성”

•   동아(P1): 尹 “한덕수 국회인준 안되면 총리 없이 갈 수밖에”

•   동아(P1): 주담대 금리 7%대 전망, 한숨 깊어지는 ‘영끌족’

•   동아: 휘발유값 27.5원 내릴때 경유 0.8원 ‘찔끔’… 화물-운송업 직격탄

•   동아: [단독]尹, 12일부터 장관 임명 강행할듯

•   문화: [단독]尹·바이든, ‘군사동맹’ 넘어 ‘경제·글로벌 동맹’으로 확대

•   문화: 조세부담률 높인 文정부 정책 … 정권 바뀌어도 영향 지속될 듯

•   한국: SKT-SK스퀘어, 게임사에 500억 공동 투자... 통신사가 게임산업 뛰어든 이유는?

•   한국: 1800조 가계빚 폭탄, 이미 현실…1인당 더 갚을 이자만 연 112만원

•   국민: 경영난에 희망퇴직 미신청자도 해고… 법원 “부당”

•   국민: 은행들 역대급 이자잔치… 코로나 2년 서민만 쥐어짰다

•   국민: “폴더블폰 1등 삼성을 잡아라”… 애플 빼고 모두 참전

•   국민: 예약부터 위치 설명까지 척척… ‘AI비서’ 일손 덜기 효과 톡톡

•   서울: 엔저=한국 기업 손해?… 수출 공식 깨진 까닭은

•   세계: [날씨가 이상해가지구] ‘잔인한 4월’… 역대 두 번째로 더웠지만 비는 ‘찔끔’

•   세계(P1): [알립니다] ‘2022 세계에너지포럼’에 초대합니다

•   세계: 폐배터리 수거해 재자원화… 전기자전거·농기계서 다시 쓴다

•   한겨레: “자유이용권 샀는데 기다리다 결국 환불”…사흘 연휴 전국이 ‘북적’

•   경향(P1): 특별연장근로, 4년 새 400배 넘게 증가…‘52시간제 무력화’ 이미 시작

•   머니투데이(P1): '2.9%→2.5%' 다섯달도 못버틴 한경연…하향 신호탄 올랐다

•   머니투데이(P1): 차라리 朴 때가 더 살만했다?…역대 정권별 경제고통지수는

•   머니투데이: "출산율 1.4명" 내건 文정부, 현실은 0.8명…"용두사미였다"

•   머니투데이: [단독]수백만원 복비 아까워 직거래하니…은행 "전세대출 NO"

•   머니투데이: 尹정부 '배터리 1등' 내걸었지만···中 '철옹성' 공략 어떻게?

•   헤럴드경제(P1): 더 늦어지고 더 비싸지고…車 사고 싶어도 못산다 [헤럴드 뷰]

•   헤럴드경제(P1): 10대그룹 총수 포함 재계 80명 尹취임식 참석

•   헤럴드경제: 몸집 줄어든 두산, 순위 자존심은 지켰다

•   헤럴드경제: LCD가격 올 9월 ‘바닥’ 전망…생산량 조절로 대응한다

•   헤럴드경제: 尹정부 脫탈원전 최대난제는 ‘입법전쟁’

•   헤럴드경제: 대외리스크 최고조에도…끝나지 않는 ‘통상교섭권’ 밥그릇 싸움

•   파이낸셜뉴스(P1): 올 성장률 '비상'… 경제연구기관들 앞다퉈 하향 조정

•   파이낸셜뉴스(P1): 적자 쌓이는 배달앱... 수수료 인상 딜레마 [플랫폼 상생 딜레마]

•   파이낸셜뉴스: 인텔, 파운드리에 R&D 집중… ‘TSMC-삼성’ 양강구도 흔드나

•   파이낸셜뉴스: ‘3배 레버리지’ 베팅했는데 60% 손실… 늪에 빠진 서학개미 [개미들 시련의 계절]

•   아시아경제(P1): 경매 접수건수도 반등…금리인상기, 밤잠 설치는 영끌족

•   아시아경제: 작년 협약임금 인상률 3년만에 반등…임금發 '2차 인플레' 우려

•   아시아경제: 은행 충당금 적립률 역대 최저 수준…당국 "충당금 더 쌓아라"

•   디지털타임스: `공공 노동이사제` 시행 코앞인데… 갈피 못잡는 지방공기업

•   디지털타임스: `특허괴물` 먹잇감 된 토종 대기업

•   이데일리: 영끌 부작용인가…20대 2금융권 대출·다중채무자↑

•   이데일리: 삼중고에 빠진 기업…“투자인프라 지원, 규제혁파 해달라”

•   이데일리: 수소법 통과·러-우 사태에…지지부진했던 국내 수소산업 탄력

•   이데일리: 완성·수입·중고차, 2개월 연속 동반부진…국내 車업계 '한숨'

•   이데일리: 실외 마스크 해제 일주일…"실내는 안되는데...진상 만날까 겁나요"

•   연합: 오후 9시까지 전국서 2만118명 확진…어제보다 1만8617명 적어

•   연합: 금리 뛰자 기업 '돈맥경화' 우려…1년내 만기 기업어음 200조원

•   전자신문(P1): 가전유통 빅4 매출 '동시 하락'

•   전자신문(P1): 삼성, 2억 화소 폰카메라 개발...갤S23 탑재

•   전자신문: [스페셜리포트]ESG 조직 강화한 네이버·카카오...“글로벌 수준이 목표”

•   전자신문: [스페셜리포트]네이버·카카오, ESG 경영 성과 '눈치전'

•   전자신문: 소니 이미지센서 아성 '흔들'

•   전자신문: [세종만사]기재부 차관 인사, 책임장관제 가늠자로 주목

[Opinions]

•   Project Syndicate(Pascal Boniface): What Should Macron Do Now?

•   Project Syndicate(Daniel Gros): Europe’s Gas Conundrum

•   Project Syndicate(Evan Lieberman): The Promise of South African Democracy

•   FT(Editorial Board): Central banks must play economic manoeuvres in the dark

•   FT(Raghuram Rajan): We need to revitalise the world economy in inclusive ways

•   FT(Rana Foroohar): The world needs a 12-step programme for better trade

•   FT(Martin Sandbu): Europe must seize this moment for deeper unity

•   FT(John Plender): Sanity appears to be returning to central bank policymaking

•   FT(Robert Armstrong): What just happened?

•   FT(John Dizard): EU needs to make food security a priority for gas supplies

•   FT(Tim Harford): What nudge theory got wrong

•   FT(Andrei Kozyrev): Putin’s Red Square parade will be a squalid spectacle

•   FT(Anne-Sylvaine Chassany): Draghi and Scholz show how Europe’s power balance is shifting

•   FT(Lex): Digital markets regulation: Big Tech means big problems

•   WSJ(Editorial Board): A Stock Market Reality Check

•   WSJ(Editorial Board): The Inflationary April Jobs Report

•   WSJ(Editorial Board): Spare America From Yellen’s Global Tax

•   WSJ(Holman W. Jenkins, Jr.): How Does Russia Lose in Ukraine? Putin May Tell Us Monday

•   WSJ(Mikhail Khodorkovsky): The Job of Rebuilding Ukraine—and Russia—After Putin

•   WSJ(Bjorn Lomborg): Ukraine Crisis Reveals the Folly of Organic Farming

•   WSJ(John R. Deni): NATO Should Admit Finland and Sweden ASAP

•   NYT(Thomas L. Friedman): The War Is Getting More Dangerous for America, and Biden Knows It

•   NYT(Ezra Klein): TikTok May Be More Dangerous Than It Looks

•   NYT(Serge Schmemann): Putin’s Information War Is Far From Over

•   WP(Editorial Board): The stock market has been scary. But it’s not all bad news.

•   WP(Catherine Rampell): The U.S. job market has recovered faster than (almost) anyone predicted

•   WP(Annia Ciezadlo): The world has plenty of wheat. Putin still uses it as a weapon.

•   WP(Heather Long): Americans are stuck in an age of scarcity, and they don’t like it

•   WP(Mario Del Pero): How the neoliberal order triumphed — and why it’s now crumbling

•   Bloomberg(Editorial Board): Germany Should Stop Buying Russian Gas

•   Bloomberg(Editorial Board): The Philippines Can’t Afford to Go Back to the Past

•   Bloomberg(Mihir Sharma): India Can’t Afford Its Coal Addiction

•   Bloomberg(John Authers): Huge Market Swings After the Fed Hiked Rates Show the Brontosaurus Is Waking Up

•   Bloomberg(Julian Lee): Ukraine War Sanctions: Europe’s Ban on Russian Oil Has to Be Realistic

•   Bloomberg(Brooke Sutherland): Industrial Strength: Supply-Chain Snarls Might Be Masking Demand Slowdown

•   Bloomberg(Jonathan Levin): Jobs Report: Powell Can’t Count on Labor Market to Bail Out the Fed

•   Bloomberg(Javier Blas): Amid Ukraine War, Europe Goes for the Knockout on Russian Oil

•   Bloomberg(Wang Huiyao): Globalization Isn’t Dead, It’s Just Not American Anymore

•   MarketWatch(Mark Hulbert): Gold prices languish despite surging inflation --- this is what will turn that around

•   Fox News(Rebekah Koffler): Don't believe propaganda: Russia is waging a full-scale war against Ukraine