Global Economic Monitor 220516

(Introduction)

[Markets]

•   Global: World equities rise on bounce in U.S., European markets

※   Wall Street rallies at end of roller coaster week

※   Crypto world stabilizes, bitcoin rallies after stablecoin slide

※   Oil jumps 4% as U.S. gasoline prices hit record high

※   U.S. yields gain as market angst eases a bit

•   Eurozone: Euro Is Sliding Toward Dollar Parity for First Time in 20 Years

•   Natural gas: European Gas Declines as Buyers Ready to Cope With Supply Risk

•   Metals: Copper under pressure from recession fears

•   Iron ore: Iron Ore Set for Worst Week Since February on Virus, Default Woe

•   Grains: CBOT wheat, corn ease after USDA sparked rally on supply concerns

•   Palm Oil: Palm Oil Climbs on Stronger Soyoil and Improved Demand Outlook

•   Cryptocurrency: Stablecoin TerraUSD Continues Downward Spiral; Bitcoin Gains

•   한국: 외인·기관 동반 매수에 코스피 2% 반등…2,600선 회복

•   한국: 국민주라더니…연일 바닥 뚫는 카카오형제들

•   한국: D램 세대교체 본격화… 반도체주 들썩

•   한국: 외환당국, 시장 직접개입?…원·달러 1300원 코앞서 주춤

[Indicators]

•   US Apr. Export·Import prices: U.S. import prices cool in April

•   US Apr. Online prices: U.S. online prices dropped, spending slowed in April - Adobe

•   US May Consumer sentiment: US Consumer Sentiment Falls to Lowest In More Than a Decade

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for eighth straight week -Baker Hughes

•   Eurozone Mar. Industrial production: Eurozone Industrial Production Declined in March as Ukraine Conflict Takes Its Toll

•   China Apr. New Yuan loans: China’s Credit Demand Slumps as Covid Lockdowns Curb Borrowing

•   Russia Apr. CPI: Russian Inflation Spikes to 20-Year Record on War and Sanctions

•   한국 주간 아파트 수급동향(부동산원): 매물 증가에 수도권 아파트 매매수급지수 한주 만에 하락

[News]

•   WSJ: Kyiv Seeks Release of Troops in Azovstal Plant as EU Lines Up More Aid to Ukraine

•   WSJ: How Putin Drove Finland Into NATO’s Arms

•   WSJ: Ukraine decimated Russian forces trying to cross a river in the east, Britain’s defense ministry says.

•   WSJ: Russian Soldiers Shot Three Brothers and Threw Them in a Ditch. One Survived.

•   WSJ: A Ukrainian Boy’s War Diary Tells of Grief: ‘I Cannot Imagine My Life Without Parents.’

•   WSJ: Treasury Targets Russia, Oligarchs as Part of Plan to Combat Illicit Finance

•   WSJ: How a Simple Ratio Came to Influence Military Strategy

•   WSJ: Russian Invasion Intensifies Role of New U.S.-EU Tech Council

•   WSJ: Loretta Mester Says Fed Is On Track for Aggressive Rate Rises

※   The Cleveland Fed president says September will likely be a pivot point for policy

•   WSJ: Baby Formula Shortage Draws Stepped Up Response From Biden and Democrats

•   WSJ: Yellen Seeks to Win European Support for a Tax Deal Congress Hasn’t Approved

•   WSJ: The Dollar Is Winning in a Messy Global Economy—and That Matters in the Fight Against Inflation

•   WSJ: Nations Aim to Secure Supply Chains by Turning Offshoring Into ‘Friend-Shoring’

•   WSJ: China’s Covid Lockdowns Drive Middle-Class Citizens to Go Abroad

•   WSJ: Israeli Forces, Palestinians Clash in West Bank Before Funeral of Journalist

•   WSJ: U.S. Eases Sanctions on Syrian Areas Outside Assad’s Control

•   WSJ: Slowdown in Canada’s Housing Sector Shows Risk of Higher Rates

•   WSJ: India Bans Wheat Exports, Putting More Pressure on Global Food Supplies

※   The war in Ukraine has disrupted shipments of the grain and led to rising prices

•   WSJ: Stocks Are Way Down. They’re Still Expensive.

•   WSJ: Why Did Cryptocurrencies TerraUSD and Luna Unravel? Stablecoin Price Crash Explained

•   WSJ: Investors Stay Put, Because They Can’t Think of Better Options

•   WSJ: Individual Investors Step Back From Options Bets

•   WSJ: Europe’s Gas Market Is Still Counting on Russian Supplies

•   WSJ: Record Diesel Prices Pressure European Drivers, U.S. Deliveries

•   WSJ: Elon Musk Says His $44 Billion Twitter Deal Is ‘On Hold’

•   WSJ: Behind Fake-Account Issue That Elon Musk Cited in Calling Twitter Deal ‘On Hold’

•   WSJ: Facebook, Twitter Are Pulling Back on Hiring—Will Others Follow?

•   WSJ: Twitter CEO Signals More Change After Hiring Freeze, Cost Cuts

•   WSJ: TikTok Is Eating Up Rivals. Can It Keep Users Hooked?

•   WSJ: The Biggest Problem With Flying Cars Is on the Ground

•   WSJ: Ford Unloads Further 7 Million Shares of Electric-Vehicle Startup Rivian

•   WSJ: CEO Pay Packages Rose to $14.7 Million in 2021, a New High

•   WSJ: The Highest Paid CEOs in the S&P 500: Top Pay Packages of 2021

•   WSJ: Saudi Aramco Posts Record Quarterly Profit on Surging Oil Prices

•   WSJ: They Signed Contracts for Their Dream Homes Last Year. Now Their Borrowing Costs Are Ballooning.

•   WSJ: Walmart Anticipates a Store Manager Shortage Despite $200,000-a-Year Pay

•   WSJ: Jeff Bezos Hits Back at Joe Biden in Twitter Spat Over Inflation

•   WSJ: Netflix to Employees: If You Don’t Like Our Content, You Can Quit

•   WSJ: Remote Workers Don’t Want to Go Back to the Office

•   NYT: West Increases Pressure on Putin, Including Sanctions on Reputed Girlfriend

•   NYT: Vladimir Putin, Family Man

•   NYT: Russian Shipping Traffic Remains Strong as Sanctions Take Time to Bite

•   NYT: For Putin, a Nordic Nightmare Is Springing to Life

•   NYT: Growing evidence of a military disaster on the Donets pierces a pro-Russian bubble.

•   NYT: A Mini-Russia Gets Squeezed by War

•   NYT: How America Reached One Million Covid Deaths

•   NYT: The World Tries to Move Beyond Covid. China May Stand in the Way.

•   NYT: A Ruling Family on the Run as Sri Lanka Plunges Into Economic Ruin

•   NYT: How Do Higher Interest Rates Bring Down Inflation?

•   NYT: Business Travel Resumes, Though Not at Its Former Pace

•   NYT: The Tesla Effect: Snowmobiles, Boats and Mowers Go Electric

•   WP: Nations move to tackle inflation, increasing risk to global economy

•   WP: How Ukraine surpassed Israel to become the top recipient of U.S. military aid

•   FT: Sweden and Finland to make Nato applications on ‘historic’ day for Nordics

※   Accession will double alliance’s borders with Russia and change geopolitics of Europe

•   FT: Finland’s president tells Putin his country will apply to join Nato

•   FT: Europe battles to secure steel following Russia’s invasion of Ukraine

•   FT: Military briefing: can Ukraine push the Russian army from the country?

•   FT: US holds first talks with Russian defence minister since Ukraine war began

•   FT: G7 warns of global hunger crisis unless Russia lifts Ukraine blockade

•   FT: EU ‘determined’ to sway Hungary over Russian oil sanctions

•   FT: German policy shifts too slow for some, too fast for others

•   FT: North Rhine-Westphalia result deals blow to Scholz

•   FT: Brussels warns UK threats on N Ireland protocol could break peace

•   FT: LNG glut raises prospect of lower UK energy bills

•   FT: UK ahead of European peers on shift to working from home

•   FT: BoE’s Bailey set for tough grilling over inflation record

•   FT: Boris Johnson set to sign off on plans to scrap part of NI protocol

•   FT: Have US retail sales been hit by stubbornly high inflation?

•   FT: Shanghai lockdown exposes global supply chain strains

•   FT: Arrest of Cardinal Zen send chills through Hong Kong’s Catholic church

•   FT: Turkey’s president objects to Finland and Sweden’s Nato applications

•   FT: Dubai’s workers struggle with cost of living crisis

•   FT: ‘Now it will only get worse’: Cuba grapples with impact of Ukraine war

•   FT: India looks to limit global concerns over wheat exports ban

•   FT: Modi secures diplomatic wins despite refusing to break with Russia

•   FT: Rajapaksa fights on as Sri Lanka faces protests and economic meltdown

•   FT: Hedge funds scale back bets on US stocks as losses surge

•   FT: Global wheat crop likely to fall for first time in four years, US forecasts

•   FT: Car bosses warn of supply chain threat to electric vehicle rollout

•   FT: Toshiba reveals takeover interest as battle heats up

•   FT: Tech groups cut jobs and risk-taking in new reality of market rout

•   FT: Scientist alarmed by record carbon dioxide levels

•   Bloomberg: EU Drafts Plan for Buying Russian Gas Without Breaking Sanctions

•   Bloomberg: Russian Power Flows to Finland Suspended as Payments Fail

•   Bloomberg: Germany to Stop Russian Oil Imports Regardless of EU Sanctions

•   Bloomberg: Germany Accuses Putin of Provoking the Global Food Crisis

•   Bloomberg: Ukraine Says Sea Blockade Threatens Global Food Security

•   Bloomberg: Dollar’s Strength Pushes World Economy Deeper Into Slowdown

•   Bloomberg: IMF Raises Yuan’s Weighting in SDR Basket Amid Weakness

•   Bloomberg: US Recession Odds Within the Next Year Now 30%, Survey Shows

•   Bloomberg: Age of Inflation in US Will Last Much Longer Than Pandemic Spike

•   Bloomberg: Goldman Sachs Cuts US Growth Forecasts for 2022 and 2023

•   Bloomberg: Biden’s Midterm Hopes Bedeviled by Signs of Economy in Distress

•   Bloomberg: US and Southeast Asian Nations Avoid Russia Condemnation

•   Bloomberg: Summers Compares Price-Gouging Bill to Trump’s Bleach Injections

•   Bloomberg: EU Cuts Euro-Area GDP Forecast, Sees 6.1% Inflation, Draft Shows

※   Draft outlook sees growth at 2.7% in 2022, 2.3% in 2023

•   Bloomberg: UK’s Kwarteng Says EU Trade War Over Northern Ireland Unlikely

•   Bloomberg: Fiscal Policy Is Way to Deal With Divergence, ECB’s De Cos Says

•   Bloomberg: EU Considers Gas Price Cap in Russian Supply Disruption Scenario

•   Bloomberg: Xi Cautions of Improper Capital, Jobs in Newly Published Remarks

•   Bloomberg: As Shanghai Nears End of Lockdown, China’s Covid Angst Grows

•   Bloomberg: China Cuts Mortgage Rates to Counter Collapse in Home Sales

•   Bloomberg: China Adds Support to Property Market as Shanghai Reopens Shops

•   Bloomberg: Saudi Arabia Posts $15 Billion Surplus on Soaring Oil Income

•   Bloomberg: Philippines Raises Minimum Daily Wage in Manila Capital Region

•   Bloomberg: Iran’s Nuclear Program Received Record Inspections Last Year

•   Bloomberg: Yen, Supply Chain Chaos Send Japan Manufacturers Home

•   Bloomberg: $11 Trillion and Counting: Global Stock Slump May Not Be Over

•   Bloomberg: World Takes Cover From Stock Chaos in Oil, Utilities and China

•   Bloomberg: Terra Hasn’t Killed Crypto, But It Was a Narrow Escape

•   Bloomberg: Bonds Suddenly Look Like a Smart Hedge Again Even After 12% Loss

•   Bloomberg: Age of Inflation in US Will Last Much Longer Than Pandemic Spike

•   Bloomberg: China Stocks Set For Recovery Post Lockdowns, Credit Suisse Says

•   Bloomberg: Chile Copper Mines Dodge Radical Changes as Convention Vote Ends

•   Bloomberg: Iran Says It Can Double Oil Exports If Market Needs More Barrels

•   Bloomberg: Samsung in Talks to Hike Chipmaking Prices by Up to 20%

•   Bloomberg: China Lockdowns Create Supply-Chain Chaos From Apple to Tesla

•   Bloomberg: Nissan Says Third US Factory, Maybe for EVs, Might Be Possible

•   Bloomberg: China’s Newest Commodity Exchange Eyes Silicon as First Contract

•   Bloomberg: How Omicron Infection Turbo-Charges Vaccinated People’s Immunity

•   Bloomberg: Renewable Energy Tech Gains Suffered From US Fracking Revolution

•   Bloomberg: EU Lawmakers Ditch Green Bond Standard Plan to Cut Nuclear, Gas

•   Bloomberg: Big Oil Sees Climate Pressure Ease Off as Energy Crunch Bites

•   Bloomberg: Apple Plans Shift to USB-C Charging on IPhone to Meet New EU Law

•   Reuters: Inflation views tilt the Fed's way, a bit

•   Reuters: Exclusive: Maker of Walmart, Amazon store-brand baby formulas sees shortages through rest of 2022

•   Reuters: Ex-Goldman CEO says recession possibility is 'very high risk factor'

•   Reuters: How much Fed must do depends on supply outlook: Kashkari

•   Reuters: ECB's Centeno sees rate hike in early July

•   Reuters: Shanghai aims to reopen more businesses shut by COVID, Beijing battles on

•   Reuters: IEA sees world weathering lost Russian oil supply

•   Reuters: Take Five: Recession talk justified? Follow the data

•   Reuters: Factbox: German refineries try to operate without Russian crude

•   Reuters: Analysis: Europe in high-cost race to replenish gas stocks

•   CNN: 4 reasons the economy looks like it's crumbling — and what to do about it

•   CNBC: It’s ‘reckless’ to talk about defeating Russia, says former advisor to the Soviet Union

•   CNBC: Burning waste to make energy: How Amazon, American Airlines and Subaru are trying to get out of landfills

•   CNBC: A severe pilot shortage in the U.S. leaves airlines scrambling for solutions

•   MarketWatch: Why are stocks on the verge of a bear market? Stagflation, the Fed and what investors need to know

•   MarketWatch: How a bitcoin market ‘in extreme fear’ compares with the past, and what to expect next

•   SCMP: Shanghai and Jilin lockdowns: China’s carmakers lost 1 million vehicles in production last month amid strict Covid-19 containment measures

•   SCMP: Coronavirus: China’s travel sector, already on its knees, feels the pinch of a fresh outbreak

•   SCMP: China’s market interference keeps it from achieving a ‘unified domestic market’, economists say

•   SCMP: As more of China’s foreign firms, investors mull exodus amid zero-Covid controls, what can Beijing do?

•   SCMP: China’s yuan depreciation complicates trade outlook, leaves manufacturers ‘nervous and passive’

•   SCMP: Coronavirus: I’ve endured 20 days of lockdown in Beijing. No one can tell me when it will end

•   SCMP: How China’s rigid Covid-19 policy paralyses its manufacturing heartland

•   SCMP: Coronavirus: Shanghai retires half of its fangcang quarantine hospitals as daily Covid-19 cases resume falling towards ‘societal zero-Covid’ goal

•   SCMP: China’s provinces target wheat output as nation braces for food security challenges

•   SCMP: Explainer | US-China trade war: timeline of key dates and events since July 2018

•   SCMP: Jiangyin, an icon of China’s manufacturing prowess, buckles under lockdown in latest challenge to zero-Covid policy

•   SCMP: US-China tech war: Beijing urged to pump money into innovation for clearer edge over top rival

•   SCMP: ‘Save the economy’: China data paints bleak picture of Covid-hit activity

•   Caixin: Cover Story: China’s Race to Provide for Its Aging Population

•   Caixin: China Pulls Out of Hosting 2023 Asian Cup Due to Covid

•   Nikkei Asia: New data transfer rules pursued to keep out China and Russia

•   Nikkei Asia: How 'transitory' is Japanese inflation?

•   Nikkei Asia: China chipmaker SMIC says phone, PC demand has dropped 'like a rock'

•   Mainichi: Japan firms' net profit in Jan.-March falls 41.3% on cost hikes

•   Economic Times: Second half of monsoon may see rains turning erratic in India

•   Economic Times: Inflation isn't a big issue for Indians if you go by these charts

•   Economic Times: Construction equipment sales set for double digit growth

•   매경(P1): [단독] 코인 광풍…루나 폭탄에 최소 20만명 피해

•   매경(P1): 경기충격 연말 본격화…尹 "선제 대응을"

•   매경: "원화 급락·외국인 자금 유출 심각…한미 통화스왑 시급"

•   매경(P1): 1분기에만 8조…한전 최악 적자, 작년 한해치보다 2조 많아

•   매경: 文정부때 5번 억누른 전기료…尹정부때 '한전 적자폭탄'으로

•   매경: 올리자니 물가 자극, 놔두자니 혈세투입 우려…전기료 진퇴양난

•   매경(P1): 코로나 덮친 北에 백신 지원…尹정부, 북측과 협의할 예정

•   매경: [단독] 대북 인도지원, 한미정상회담 의제로…南北美대화 물꼬 트나

•   매경: HMM 1분기 영업익 3조 돌파…SK하이닉스 제쳤다

•   매경: '전월세 대란' 초래한 임대차 3법…"근본대책은 보완 아닌 폐지"

•   매경: 이창양 "기업 부담 줄이고 활력 북돋아 3高 극복"

•   매경: 일시적 2주택자 취득세…중과유예 2년으로 늘려

•   매경: "금리로는 물가 못잡아…관세인하 등 총동원을"

•   매경: 정부, '제2의 대우조선' 사태 막는다…해외 M&A전담팀 추진

•   매경: 삼성도 바이든 방문 준비…韓기업인 21일 면담 유력

•   매경(P1): 한국 성장엔진 꺼졌다…투자증가율 '0%대'

•   매경: "민간 주도 경제로 전환, 기업 손발 풀어줘야 가능"

•   매경(P1): 100대기업 절반, 기업인 사외이사 '0명'

•   매경: 한화·SK, 기업인 사외이사 늘려 '거수기 이사회' 틀 깼다

•   매경: 애플 사외이사 20년 재직…한국은 평균 2.5년

•   매경: 기업 실무진 85% "전문직·기업인 원해"

•   매경(P1): "나스닥 곧 반등" 희망회로 돌리다…서학개미 원금 60% 날렸다

•   매경: 日상장사 2021년도 순익 36% 증가…경제재개·엔화 약세 영향

•   매경: 공무원 떠났던 OB들 장관 귀환…관가 "승진 병목 걱정되네"

•   매경: [단독] 건보재정, 나랏돈으로 계속 메우나

•   매경: "과도한 대기업 임금 기업·경제 망친다"

•   매경: 한국 대기업 CEO의 조건…이공계 사장이거나 컨설턴트 출신이거나 [스페셜 리포트]

•   매경: [VIEW POINT] '가두리 양식' 못 벗는 네이버 새 AI 검색

•   매경: '하늘택시' UAM에 꽂혔다, 지자체 경쟁 뜨거워

•   한경(P1): "되팔아도 돈 안돼"…샤넬·롤렉스 '수백만원 웃돈' 사라졌다

•   한경(P1): IPO 급랭…예비상장사들 비상

•   한경: "몸값 30% 낮춰도 투자 안해"…프리IPO 작년 대비 '반토막'

•   한경: 尹의 기재부 사랑? 총리·부총리·비서실장 이어 차관급도 8명

•   한경: "새 정부 첫 정책에 누가 반대하겠나"…은행들 '부글부글'

•   한경: 현대차, 코로나 이후 첫 울산공장 전체 '주말 특근'

•   한경: 네이버 이어 카카오도…직원들 대상 '사내병원' 짓는 까닭

•   한경: 어린이 환자 달래고 약도 날라…'일상봇'에 빠진 기업

•   한경: "美·中과 AI경쟁 하려면 질 좋은 '굿데이터' 필요"

•   한경: 이재용이 직접 챙기는 6G…국제표준 선점 나선 삼성

•   한경(P1): 코스피 50% 뛸 때 수익률 고작 1.9%

•   한경: "막차 탔다가 죽쒔네"…1억 투자 개미, 1년새 1350만원 날렸다

•   한경(P1): 환율 1300원 턱밑…기업들 '錢錢긍긍'

•   한경(P1): 한경-WSJ 미래전략 콘퍼런스, 독자 여러분 무료 초대합니다

•   한경: 새 정부·지방선거行 줄사표…기업들 "사외이사 어디 없소"

•   한경: '1인당 1개' 코스트코 식용유 구매 제한

•   한경: 삼겹살 1인분 2만원 시대…'프로틴플레이션'의 습격

•   한경: "명동교자 칼국수도 1만원대"…밥상 덮친 '3대 악재 쓰나미'

•   한경: 닭·기름·배달료 다 올라…치킨도 큰맘 먹고 주문

•   한경: 美 대기업이 비좁은 워싱턴DC로 이사오는 까닭은

•   한경: 카타르 선박 수주 수조원 물렸다?…'후려치기' 당한 조선 빅3

•   한경: 원자재값 급등 악재 속…중견 건설사가 사는 법

•   한경: "하이닉스 경영, 최태원 회장도 마음대로 못해"

•   한경: 예상보다 강한 ESG 국제 표준에 떠는 기업들

•   한경: ESG의 아버지' 래리 핑크의 변심?…"무리한 ESG 경영엔 반대표"

•   한경: 폐배터리 선점 나선 테슬라…삼성도 국내 1위와 '맞손'

•   한경: 스타트업이 간판 바꾸는 이유

•   한경: '안전진단 기준완화' 내년으로 연기…재건축 단지 '고민'

•   서경(P1): 23일부터 美·유럽서 입국때 신속항원검사만 받아도 인정

•   서경: 6월엔 괌 여행 갈까…입국 방역규제 확 풀린다

•   서경: "해외여행 봇물 터진다"…가족단위 예약 급증 기대감

•   서경(P1): KG그룹, 사모펀드 손잡고 쌍용차 인수 후보로

•   서경(P1): [단독]삼성폰, 애플 천국 日서 대반전…10년만에 최대 점유

•   서경: 日 최대 이통사 손잡고 MZ 공략…신제품 없이 '애플 천하' 흔들어

•   서경: 갤S22 시리즈 흥행에 Z플립4도 가세…日 판매 호조 이어간다

•   서경(P1): [단독] 최태원 상의회장 '新기업가정신' 선포한다

•   서경(P1): '코로나 대동란'이라더니…北 '50MW급 원자로' 재건설

•   서경: 北, 코로나 축소 발표 가능성…'核 카드'로 내부결속 다질수도

•   서경: 反기업' 편승해 규제·징벌 법안 남발…기업투자 脫한국 '악순환'

•   서경: 삼성, 4세 경영승계 포기…SK·현대차·LG, 이사회 주도 ESG 강화

•   서경: 대한항공, 美 법무부 요구자료에 홍역…M&A 난기류

•   서경: 체코·폴란드 원전 수출에 정부 기자재 등 48억 지원

•   서경: [단독] '휴지조각'된 루나…거래소는 수수료 100억 벌었다

•   서경: 상장사 64% 이익 눈높이 하향…"車 환율수혜 주목"

•   조선(P1): [NOW] 물가 쇼크에 고기반찬 빠지는 무료급식

•   조선: “모든 부처 재량지출 최소 10% 구조조정하라”··· 12년 만에 초강력 조치

•   조선(P1): [단독] “한반도 핵우산 명문화 등 한미방위조약 개정해야”

•   조선: [단독] “반도체 분야서 동맹간 정보·공급망 공유해 협력 필요”

•   조선: [단독] “韓·美, 연합훈련 상시 실시하고 대북협상에 활용 말아야”

•   조선: 한미 정상회담 의제는 北도발 대응·경제안보

•   조선(P1): 20년 지나도 바뀐 게 없는 경단녀의 눈물

•   조선: 남성들 “양성평등 외치면서 숙직·지방 근무는 왜 우리만 시키나”

•   조선: 남자가 육아휴직 쓰면… 상사들 “퇴사하냐” 눈총

•   조선: 스웨덴, 아빠 육아휴직 할당제 도입 후 출산율 1.7→2.0명

•   조선: 한국 남녀 임금격차 31.5%… 30년간 OECD 국가들 중 1위

•   조선: “회사 안가요, 근처 편한 곳서 일해요”

•   조선: 빚 갚고 나니 쓸 돈 ‘쥐꼬리’… 중산층 살림 더 팍팍해졌다

•   조선비즈: 하이테크 넘어 휴먼 터치 온다

•   조선비즈: 소형아파트 거래비중 커지는 서울… “금리 인상·전세난 결과”

•   조선비즈: ‘찍히면 안된다’... 尹 정부 출범에 통신사 이례적 1분기 설비투자 ‘러시’

•   조선비즈: “가난한 사람과 토론 안한다” 루나 창업자 권도형… 전문가 비판은 무시

•   조선비즈: 文정부가 두자릿수 증가율 자랑하던 수출 실적…중량 기준으로는 역성장

•   조선비즈: [세종풍향계] “승진 적체? 물꼬를 자꾸 트겠다”…'타운홀 미팅’ 만든 秋부총리의 약속

•   조선비즈: 中 스마트폰 시장 10주째 판매 감소…“코로나 재확산 방지 정책 여파”

•   조선비즈: 해운 영업이익률 60%… 수출기업 “서비스는 그대론데” 불만

•   조선비즈: 1월에 수주했는데… 은행 보증 없어 배 못 만드는 중형 조선사

•   인베스트조선: 한전, 5년간 출자회사만 300곳 이상 증가…'전기료 인상'보다 자구안이 먼저

•   중앙: 우크라 전쟁 후폭풍, 공급 줄어든 네온 가격 5배로 뛰어

•   중앙(P1): [단독] 법인세 근본 손본다…해외서 올린 수익, 과세 안하기로

•   중앙: 서울 상반기 예정물량 11%만 분양, 새 아파트 공급가뭄

•   동아(P1): 尹, 권영세-박보균-원희룡 장관 임명… 정호영은 보류

•   동아(P1): [단독]公기관 인력 구조조정, 감축-동결땐 인센티브

•   동아: [단독]바이든 방한중 열릴 ‘韓 기업인과 미팅’ 확대… 4대그룹外 롯데-한화-OCI-네이버도 초청

•   동아: ‘양도세發’ 집값 양극화… 서울외곽 꺾이고 강남 꿋꿋

•   동아: 계약갱신요구권 안 쓴 전월세 큰 폭 올라

•   동아: 우크라전쟁-美긴축에도… 국내 증권사 매도의견 낸곳은 3곳뿐

•   한국(P1): 경제장관 불러모은 추경호 "경제상황 엄중… 밀가루·경윳값부터 잡아야"

•   한국(P1): [단독] "내년 병장 월급 100만원"... 윤 대통령 공약 '절반' 수준

•   한국: [단독] "北, 중국 방역지원 받기로"... 윤석열 정부, '코로나 남북대화' 탐색전 돌입

•   한국: ‘수망상조’ 北-中 방역 협력할까... 北 정치적 부담 적은 카드

•   한국: 삼성·애플 치열한 '컬러 경쟁'…스마트폰의 이유있는 '색깔론'

•   국민: 조선업, 슈퍼사이클 오나… 원유 수요 늘며 ‘탱커’ 특수 기대

•   국민: “미래 먹거리는 전기차 충전” 대기업도 가세

•   국민: 갈피 못잡는 부동산 시장, 거래절벽 해소 쉽지않다

•   국민: [단독] 새정부, 연내 또 추경 편성… ‘임대료 나눔제’ 실탄 확보

•   국민: 중동 수주 급감·원자재 값 급등… 건설업계 2분기도 험난

•   국민: 단독주택 88% 노후… 서울시내 주거 양극화 해소 급선무

•   서울(P1): 대출규제 완화에도… DSR은 7월 강화

•   서울: 금리 오르는데 대출 늘어 불안… DSR, 가계부채 ‘최후 보루’ 판단

•   서울: “서울 재개발·재건축 속도조절 없다… 단, 투기 경고 시그널은 필요”

•   서울: “불참 땐 연봉 동결·해고 협박”… 회식 갑질에 고충 가중

•   세계: [단독] 한수원, 묵혀있던 삼중수소 상업화 추진

•   한겨레: ‘아프면 쉬기’ 눈치 보이는데…윤 정부, ‘확진자 격리의무’ 없앨까

•   경향: 불붙는 ‘한·미 통화스와프’ 논란…환율 만능키 될까

•   머니투데이(P1): "규제엔 면허로" 카카오의 정공법…이젠 종합금융그룹

•   머니투데이(P1): 코로나 후폭풍 '최악의 탄산 대란'…반도체·조선업 위기, 왜?

•   머니투데이: [단독] 尹정부선 공정위도 규제 푼다…"지배적 기업 범위 축소"

•   머니투데이: 집값 고점 신호?…'주택연금' 가입 늘고, 해지 줄었다

•   머니투데이: 도스시대 끝낸 윈도우처럼…코딩도 '이 기술'로 사라질까

•   머니투데이: 서울택시 호출 10번중 4번은 실패…1년새 4배 늘었다

•   헤럴드경제(P1): 정부 공식 경제보고서에 ‘물가우려’

※   기재부: [보도참고] 2022년 5월 최근 경제동향

•   헤럴드경제: 원료값 급락…철강가격 상승세 멈추나

•   헤럴드경제: 분상제 부활 후 분양가 2배 더 뛰었다

•   파이낸셜뉴스(P1): "인상" vs "차등지급" 최저임금 격돌예고 [17일 尹정부 첫 최저임금 심의]

•   파이낸셜뉴스: "식당 등 최저임금 감당 못해"… "차등 두려면 임금 더 줘야" [17일 尹정부 첫 최저임금 심의]

•   파이낸셜뉴스(P1): 野, 다주택 과세기준 손질... '총 몇채'대신'총 얼마'로 [野, 다주택 과세기준 손질]

•   파이낸셜뉴스(P1): 반기업 정책 대수술…법인세·중대법 '정상화' [尹정부의 '기업 프렌들리']

•   파이낸셜뉴스: 콘텐츠 하나에 5개 부처가 간섭… AR·VR 성장 막는 규제 [尹정부의 '기업 프렌들리']

•   디지털타임스(P1): [기획] 자재 대란에 `샌드위치 기업`만 등터진다

•   디지털타임스(P1): 하청업체 42% "납품단가에 원자잿값 상승분 반영 안돼"

•   디지털타임스(P1): 화물차 등 경유차량 유가보조금 확대 검토

•   디지털타임스: [양극화 심화되는 산업계] 맷집 약할수록 원자잿값에 휘청… 30대 상위기업만 웃었다

•   디지털타임스: [양극화 심화되는 산업계] 전경련 "법인세수 10% 낮추면 경제성장률 1.07배 증가"

•   디지털타임스: [양극화 심화되는 산업계] 전자·정유 달릴때 자동차부품·화학 후진

•   디지털타임스: 구직자 키·체중·재산 물으면 안됩니다

•   디지털타임스: [단독] 삼성전자, 포브스 선정 기술경쟁력 2→4등 밀려

•   디지털타임스: 항공화물운임 반등… 수출기업 운임부담 ↑

•   디지털타임스: 방역 완화에 국제선 운항 확대… 항공권 가격 내려갈까

•   디지털타임스: 韓 주도 `OLED 대세` 굳어졌다

•   이데일리(P1): 엔데믹 앞두고 고환율에 발목 잡힌 면세점..“리오프닝 기대는 먼 얘기”

•   이데일리: [단독] ‘로봇계 애플’ 꿈꾸는 네이버, 대중화 표준 선점 나선다

•   이데일리: [ESF 2022]"RE100, 탄소중립 위한 최소한의 조치…韓기업 의지 커"

•   이데일리: [ESF 2022]“尹정부, 원전 뺀 RE100 지지해달라"

•   연합: 오후 9시까지 전국 1만2917명 확진…어제보다 1만2천여명 적어

•   연합: 외국인 지난달 상장주식 5조3천억원 팔아…넉달째 순매도

•   연합: 코스피 시총 상위 10개 대형주, 1년새 거래량 40% 줄어

•   연합: 2030 상위 20% 자산 9.8억원, 하위 20%의 35.3배…격차 더 확대

•   연합: "韓경제 리스크는 공급망 교란·가계대출 부실·中경제 경착륙"

•   연합: 고유가→수요위축 '부메랑' 우려…호실적에도 웃지 못하는 정유업계

•   e대한경제: [단독]구멍 난 '나라살림' 정상화 시급…'민자' 판 키워 SOC 자본수혈

•   전자신문(P1): 반도체 장비 생산 차질… 부품 납기 2배 지연

•   전자신문(P1): '99.9% 하락' 루나 사태 일파만파…정부 긴급 점검 나서

[Opinions]

•   Project Syndicate(Oleg Ustenko): How to Do More for Ukraine

•   Project Syndicate(Seyla Benhabib): Turkey Is Exploiting the Fog of War

•   Project Syndicate(Mohamed A. El-Erian): Beware a Global Economy with Little Fires Everywhere

•   Project Syndicate(Daniel J. Arbess): The Inflation Tail Is Wagging the Policy Dog

•   FT(Editorial Board): Musk’s wild Twitter ride shows the power of private capital

•   FT(Editorial Board): Stablecoins need to be tethered by real-world rules

•   FT(John Gapper): Goodbye to the golden age of consumer choice

•   FT(Katie Martin): The crypto shake-out shows boring is back

•   FT(Robert Armstrong): Crypto scares everyone

•   FT(John Dizard): Where the next financial crisis could come from

•   FT(Merryn Somerset Webb): Growth stocks almost look cheap

•   FT(Richard Waters): Reasons why the tech stock crash may be far from over

•   FT(Tim Harford): The oil slick effect, or why we systematically overgeneralise

•   FT(Elaine Moore): Meta must move fast to get its head in the VR game

•   WSJ(Editorial Board): The Iran Nuclear Talks Have Become Groundhog Day

•   WSJ(Editorial Board): Finland’s Big NATO Step

•   WSJ(Editorial Board): Why the Budget Deficit Is Falling

•   WSJ(Editorial Board): What Caused the Baby Formula Shortage?

•   WSJ(Editorial Board): Does Biden Want Higher Gas Prices?

•   WSJ(Suzanne P. Clark, Brian Deese): America Needs More Houses

•   WSJ(Chris Jacobs): CBO Sounds a Warning of American Fiscal Ruin

•   WSJ(Thomas S. Kaplan and Bernard-Henri Lévy): The Opportunity in the Ukraine Crisis

•   NYT(Nigel Gould-Davies): We Must Make Sure Russia Finishes This War in a Worse Position Than Before

•   NYT(Jesse Jenkins): We Can’t Drill Our Way to Energy Security

•   WP(Editorial Board): North Korea sees a virus explosion. Its missiles won’t help.

•   WP(Editorial Board): ‘America First’ is America at its worst

•   WP(Sergio Peçanha, Yan Wu): U.S. covid death toll reaches 1 million. Here's just how bad that is. - Washington Post

•   WP(David Von Drehle): Good-cop France is offering Putin a way out. If only he’d take it.

•   Bloomberg(Daniel Moss): The Powerful Machine That Brought Bongbong to Victory

•   Bloomberg(Robert Burgess): The Fed Sure Sounds as If It Expects a Recession

•   Bloomberg(Andy Mukherjee): Magic Prices Did Warn of India’s Sticky Inflation

•   Bloomberg(Julian Lee): The EU's Oil Deadline Begins But Russian Crude Will Continue to Flow

•   Bloomberg(Zev Chafets): Ukraine’s Allies Are Blundering Their Handling of Putin

•   Bloomberg(Matthew Yglesias): Biden Can Do Much More to Fight Inflation

•   Bloomberg(Jonathan Levin): Housing Defies Fed’s Campaign to Control Inflation

•   MarketWatch(Therese Poletti): Elon Musk is likely trying to get a lower price for Twitter

•   Fox News(Leslie Marshall): 5 good things Biden has done for all of us