Global Economic Monitor 220523

(Introduction)

[Markets]

•   Global: Global stocks rebound despite unease over economy; dollar gains

※   MSCI's ACWI posts longest losing streak since 1990

※   Dollar gains as investors turn risk-averse

※   U.S. Treasury yields slide as slowdown fears mount

※   Oil gains as supply risks outweigh economic worries

•   Russia: Ruble Hits 5-Year High as Gazprom Clients Heed Putin on Gas

•   Metals: Copper edges up on China mortgage rate cut and lockdown easing

•   Iron ore: Iron Ore Heads for First Weekly Gain in Five on Policy Optimism

•   Grains: Wheat extends fall, soybeans firm on export demand

•   한국: 한미정상회담 앞두고 코스피 1% 넘게 올라 2,630대 회복

[Indicators]

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

•   Germany Apr. PPI: German producer prices hit new record rise as energy costs soar

•   UK Apr. Retail sales: UK retail sales jump despite surge in inflation

※   Reuters: UK retail sales jump unexpectedly, but big picture bleak

•   UK May. Consumer confidence: UK Consumer Confidence Falls to Its Lowest Level Since 1970s

•   China LPR: China PBOC Cuts Five-Year Benchmark Lending Rate

※   The People’s Bank of China said the five-year loan prime rate was cut to 4.45%, down from 4.6% previously.

※   Bloomberg: China Rate Cut Lifting Outlook for Nation’s Battered Assets

•   Japan Apr. CPI: Japan inflation hits 7-year high of 2.1% in April

•   India FY2022 FDI: FDI inflow hits all-time high of USD 83.57 billion in 2021-22

•   Taiwan Apr. Export orders: Taiwan export orders fall for first time in 2 years, hurt by China lockdowns, global weakness

•   Turkey Weekly Foreign reserves: Turkish Reserves Lost ‘Shocking’ $4.8 Billion in Just One Week

•   한국 3월 사망자: 코로나 여파, 3월 사망 지난 3년에 비해 63% 증가

•   한국 5월 제조업 업황 PSI: 5월 제조업 PSI 91… 전월대비 11포인트 하락

[News]

•   WSJ: Ukraine Will Fight Until All Russian Forces Are Expelled, Military Intelligence Chief Says

※   Kyiv must reclaim territory in Crimea and the east effectively seized by Russia in 2014, Maj. Gen. Budanov says

•   WSJ: Ukrainian Families Risk Their Lives to Escape Russian Occupation

•   WSJ: Russian Soldier Didn’t Commit Murder, His Lawyer Says

•   WSJ: ‘Why Did You Do This?’ The Story Behind Ukraine’s First War-Crimes Trial

•   WSJ: Russia Pays Bond Coupons Ahead of Likely U.S. Payment Block

•   WSJ: Russian Inflation Makes U.S. Price Rises Look Tame

•   WSJ: Pentagon Weighs Deploying Special Forces to Guard Kyiv Embassy

•   WSJ: Rising Risk of Recession Creates New Headache for Biden

•   WSJ: Small Businesses Lose Confidence in U.S. Economy

•   WSJ: Higher Rates Raise Risk of Future Fed Losses

•   WSJ: Biden on Monkeypox: ‘Everybody Should Be Concerned’

•   WSJ: Georgia Governor Race Is a Test for Trump. It Isn’t Going Well.

•   WSJ: Who Won the U.S.-China Trade War?

•   WSJ: Poland’s President Addresses Ukraine’s Parliament, Calls for Removal of All Russian Troops

•   WSJ: Hungary’s Orban Keeps EU Guessing Over Russian Oil Embargo

•   WSJ: Swedes Ask if NATO Membership and Peacemaking Can Coexist

•   WSJ: Germany Warns Falling Euro Could Push Inflation Even Higher

•   WSJ: France’s Macron Appoints New Government in Political Rebalancing Effort

•   WSJ: Biden’s South Korea Visit Aims to Boost Chip Ambitions, Outflank China

•   WSJ: Biden Keeps Eye on Domestic Politics as He Travels Through Asia

•   WSJ: China Spends Far More Than Others to Help Favored Industries, Report Finds

•   WSJ: The Inflation Japan Wanted Is Finally Here, but Not for the Right Reasons

•   WSJ: How to Face Up to Buying the Dips

•   WSJ: Surging Dollar Raises Possibility of Parity With Euro

•   WSJ: Recession Trade Is On as Market Pain Spreads Beyond Tech

•   WSJ: Stock Market Bottom Remains Elusive Despite Deepening Decline

•   WSJ: Conditions Are Ripe for a Deep Bear Market

•   WSJ: China’s Markets Are Tested by Foreign Outflows and a Falling Currency

•   WSJ: Housing Boom Is on Borrowed Time

•   WSJ: The Market Is Melting Down and People Are Feeling It. ‘My Stomach Is Churning All Day’

•   WSJ: Apple Looks to Boost Production Outside China

※   iPhone maker tells suppliers it wants to manufacture more in India and Southeast Asia

•   WSJ: Why the Baby-Formula Market Is a Mess: Low Competition, High Regulation

•   WSJ: Elon Musk’s Planned Twitter Takeover Creates a ‘Chaos Tax’ for Employees

•   WSJ: Tinder Owner Match Group, Google Reach Deal on App Store Payment Rules

•   WSJ: Boeing’s Starliner Successfully Docks With Space Station

•   WSJ: Macy’s, Dollar General and Costco May Offer Clues on Strength of Consumer Spending

•   WSJ: In Battle for Workers, Companies Build Houses

•   WSJ: It’s Too Late to Protect Your Genetic Privacy. The Math Explaining Why.

•   Barron's: The Tech Selloff Is About to Cause Big Problems for Start-Ups, Too

•   NYT: Russia Hustles to Recruit Soldiers and Halts Gas Supplies to Finland

•   NYT: Forced From Kharkiv, Russian Troops Regroup and Dig In

•   NYT: Russia Renews Assault on Key Eastern City as Advances by Both Sides Slow

※   Ukrainian and Russian forces traded fresh blows on Sunday near Sievierodonetsk

•   NYT: How Russia Uses Show Trials to Punish Putin’s Enemies

•   NYT: Russian forces are attempting another crossing of a river where they suffered a major blow, Ukraine’s military says.

•   NYT: Four Ways to Understand the $54 Billion in U.S. Spending on Ukraine

•   NYT: How Trump’s 2020 Election Lies Have Gripped State Legislatures

•   NYT: Biden’s Curious Talking Point: Lower Deficits Offer Inflation Relief

•   NYT: C.D.C. Urges Adults 50 and Older to Get Second Booster Shot

•   NYT: How The Times and others count the unfathomable number of a million U.S. virus deaths.

•   NYT: How Russia Uses Show Trials to Punish Putin’s Enemies

•   NYT: The Russian Orthodox Leader at the Core of Putin’s Ambitions

•   NYT: ‘Such Bad Guys Will Come’: How One Russian Brigade Terrorized Bucha

•   NYT: Washington Warns Britain to Temper Its Spat With E.U. Over Northern Ireland

•   NYT: As China Doubles Down on Lockdowns, Some Chinese Seek an Exit

•   NYT: Chaos in Israel Gives New Chance to Old Face: Benjamin Netanyahu

•   NYT: Rural Philippines, Long Neglected, Newly Appealing in Covid Times

•   NYT: Big Tech Is Getting Clobbered on Wall Street. It’s a Good Time for Them.

•   NYT: Even Among Corporate Raiders, Elon Musk Is a Pirate

•   NYT: Tesla’s Aura Dims as Its Plunging Stock Highlights the Risks It Faces

•   NYT: What We Know About Long Covid So Far

•   NYT: The Rules for Hybrid Work Were Always Made Up

•   WP: Global leaders warn of economic dangers as crises multiply

•   WP: 5 problems behind the global cost-of-living crisis

•   WP: Russia tries to rebound in Ukraine as prospects for victory fade

•   WP: Dodging shells, mines and spies: On the front with Ukraine’s snipers

•   WP: Russia bans 963 Americans, including Biden and Harris — but not Trump

•   WP: First shipment of baby formula arrives in Indianapolis from Germany

•   WP: Even as gas prices rattle economy, Americans can’t stay off the road

•   WP: Tracking coronavirus in animals takes on new urgency

•   WP: Inside the collapse of the Rajapaksa dynasty in Sri Lanka

•   FT: Is the global economy heading for recession?

•   FT: Business leaders warn that three-decade era of globalisation is ending

•   FT: Five things to watch for at Summer Davos

•   FT: The switch back from goods to services that wasn’t

•   FT: Stagflation and our unlearned history lessons

•   FT: Military briefing: Ukraine seeks way to break Russia’s Black Sea blockade

•   FT: Ukraine war gathers boosts support for Balkans’ EU membership bids

•   FT: Moldovan minority treads line between Russia and homeland

•   FT: Italy imports more Russian oil to feed refineries

•   FT: Sweden’s Nato ambitions run into Kurdish row

•   FT: Ukraine’s long and winding road towards the EU

•   FT: German finance minister urges EU to rein in public spending

•   FT: Germany’s corporate whistleblowers stuck in legal nowhere land

•   FT: Portugal pledges to cut debt as borrowing costs rise

•   FT: North Sea EU countries step up plans to harness wind power

•   FT: Johnson’s Downing Street shake-up needs to succeed — and fast

•   FT: UK hopes to conclude deal with Pacific trade bloc this year

•   FT: Slowdown ahead for UK housing market

•   FT: BoE chief economist warns on UK’s strong ‘inflationary momentum’

•   FT: Note to central banks: keep it simple, stupid

•   FT: Nationwide warns inflation surge will hit house prices

•   FT: ‘Quad’ security group plans system to track illegal fishing by China

•   FT: Saudi Arabia signals support for Russia’s role in Opec+ as sanctions pressure mounts

•   FT: ‘Different from the US’: why Japan does not worry about inflation

•   FT: Populist outsider shakes up Colombia’s presidential election

•   FT: Australia’s Labor faces ‘ugly news’ on economy after sweeping election win

•   FT: ‘Millions’ at risk of death as Ukraine war hits food supplies, Egypt warns

•   FT: Luna collapse highlights crypto exchanges’ role as gatekeepers

•   FT: Mercedes-Benz faces steep road to reach ‘luxury’ status

•   FT: The last metro? Crossrail and the uncertain future of urban transit

•   Bloomberg: APEC Meeting Fails to Issue Statement After US-Russia Walkout

•   Bloomberg: US Growth Seen Outpacing China’s for First Time Since 1976

※   Bloomberg Economics sees China slowing to 2% on Covid curbs

•   Bloomberg: Cracks in US Economy Start to Show as Recession Warnings Mount

•   Bloomberg: Biden Adviser Says US Economy Can Withstand Fed Inflation Fight

•   Bloomberg: A $5 Trillion ‘Wealth Shock’ Is Cracking Americans’ Nest Eggs

•   Bloomberg: Fed’s Bullard Says Front-Loading Could Lead to Rate Cuts by 2023

•   Bloomberg: Consumers Defy Inflation to Support Economy. For How Long?

•   Bloomberg: Why Inflation Is Hitting Gen Z Particularly Hard

•   Bloomberg: US Trade Chief Meets Taiwan Minister Despite China Warning

•   Bloomberg: Macron Keeps Bruno Le Maire at the Helm of France’s Economy

•   Bloomberg: Lagarde Signals That July Is Likely Liftoff Date for ECB Rates

•   Bloomberg: Lagarde Says Crypto Is ‘Worth Nothing’ and Should Be Regulated

•   Bloomberg: The Week Britain’s Cost of Living Crisis Broke New Ground

•   Bloomberg: Sunak’s Tax Cut Agenda Highlights a Weakness in the UK Economy

•   Bloomberg: UK Inflationary Shock May Be Worse Than Feared, BOE’s Pill Says

•   Bloomberg: This Summer You Can Travel Around German Cities for 9 Euros

•   Bloomberg: China’s Wang Yi Says US’s Indo-Pacific Strategy ‘Doomed to Fail’

•   Bloomberg: Shanghai Looks to Categorize Parts of City Low-Risk for Covid

•   Bloomberg: Record Food Costs Throw Spotlight on How China Will Feed Itself

•   Bloomberg: Iran Revolutionary Guard Colonel Shot Dead Near Tehran Home

•   Bloomberg: Eskom to Cut 2,000MW From S. Africa Grid Every Evening This Week

•   Bloomberg: After $5 Trillion Rout, Emerging Markets Seek Turnaround Signal

•   Bloomberg: Travelers Head to Europe as Strong US Dollar Helps Offset Inflation

•   Bloomberg: Treasuries’ Fierce Rally Gets Reality Check in Hawkish Fed Talk

•   Bloomberg: ECB’s Euro Talk Goes Unheeded by Traders Running From Risk

•   Bloomberg: How an Energy Expert Triggered Vladimir Putin With One Word

•   Bloomberg: Iran Seeks to Revive Gas Project With Oman Ahead of Raisi Visit

•   Bloomberg: Qatar Limited in Supplying LNG to Germany With Output Maxed Out

•   Bloomberg: New LNG Deal to Help Finland, Estonia to End Russian Gas Imports

•   Bloomberg: Palm Oil’s Slump Set to Deepen After Indonesia Lifts Export Ban

•   Bloomberg: ‘They’re Just Numbers,’ Indeed Owner’s CEO Says of Record Profit

•   Bloomberg: Siemens Energy Makes $4.3 Billion Gamesa Takeover Offer

•   Bloomberg: A Hot, Deadly Summer Is Coming With Frequent Blackouts

•   Bloomberg: How Robots Can Help Build Offshore Wind Turbines More Quickly

•   Bloomberg: Why ESG Investing Is Under Republican Attack

•   Bloomberg: Japan Mulls New Type of Debt for $157 Billion Green Effort

•   Bloomberg Businessweek: Remote Work Is Forcing Companies to Rethink Location-Based Pay

•   Reuters: WHO expects more cases of monkeypox to emerge globally

※   As of Saturday, 92 confirmed cases and 28 suspected cases of monkeypox have been reported from 12 member states

•   Reuters: ECB can move rates back into positive territory: Visco

•   Reuters: Turkey's Erdogan discusses concerns with NATO hopefuls Sweden and Finland

•   Reuters: Exclusive: India considering spending additional $26 billion to fight inflation

•   Reuters: Taiwan won't be a part of Biden's initial Asian economic talks

•   Reuters: BOJ's Kuroda vows to keep easy policy, remain dovish G7 outlier

•   Reuters: Global bond funds post biggest weekly outflow in over three months

•   Reuters: Norway's Hammerfest LNG plant extends outage until May 27

•   Reuters: Putin seeks LNG supplies boost to Kaliningrad western exclave - Ifx

•   Reuters: Exclusive: China quietly increases purchases of low-priced Russian oil

•   Reuters: Exclusive: Europe aims to revive magnesium output by 2025 to cut China reliance

•   Reuters: Computer chip giant ASML places big bets on a tiny future

•   Reuters: Analysis: Musk's ESG attack spotlights $35 trillion industry confusion

•   AP: Biden’s approval dips to lowest of presidency: AP-NORC poll

•   AP: WHO chief: The COVID pandemic is ‘most certainly not over’

•   AP: EXPLAINER: What are the key climate themes at Davos?

•   CNBC: Automakers are jacking up prices on electric vehicles to bake in rising materials costs

•   CNBC: Chinese electric car start-up Nio says supply chain disruption, not demand, is its biggest problem

•   CNBC: Who’s finding value in Apple at these levels? Maybe Warren Buffett

•   MarketWatch: Buy the dip or sell the ‘rip’?: What’s ahead for stock investors as ‘sticky’ inflation fears heighten consumer concern

•   MarketWatch: Nvidia’s data-center sales likely to eclipse gaming — that might not be a good thing

•   Fox News: Zelenskyy's global food crisis prediction may be 10 weeks away, UN official says: 'Seismic'

•   Fox Business: Volatility in markets will stick around for 'a long time': Investment expert

•   SCMP: China-US relations: Xi Jinping and Joe Biden expected to talk again soon

•   SCMP: BRICS members back China’s call for expansion

•   SCMP: China’s children of the Seventies come to the fore as next generation of leaders starts to emerge

•   SCMP: China’s appetite for Russian energy is being hit by diminishing consumption, soaring prices

•   SCMP: Australia’s new PM Albanese has chance to mend fences with China, analysts say

•   SCMP: China pledges US$1.5b in grain farmer subsidies to offset soaring production costs

•   SCMP: Why Chinese demand for African imports might defy Covid lockdowns, supply chain snarls

•   SCMP: Chinese firms ‘told to stop work on Russian Arctic LNG 2 project’ due to EU sanctions

•   SCMP: Chinese Premier Li Keqiang vows ‘resolute efforts’ to prevent power cuts amid ‘skyrocketing’ energy prices

•   SCMP: Coronavirus: Shanghai faces exodus of talent as lockdown dashes workers’ hopes for good jobs and a better life

•   SCMP: China’s property crisis: who and what will save the indebted developers in the world’s largest real-estate market?

•   SCMP: Shanghai lockdown: city records rise in new Covid cases for second day but community infections remain at zero

•   SCMP: China-Russia relations: Chinese producers lament loss of once-lucrative Russian deals

•   SCMP: China’s appetite for Russian energy is being hit by diminishing consumption, soaring prices

•   Caixin: China Green Bulletin: Beijing Sets Energy Security as Top Priority

•   Caixin: Tech Insider: More Sluggish Tech Earnings, Foxconn Plans Malaysia Chip Plant

•   Caixin: Shanghai’s Economy Pounded in April by Covid Lockdowns

•   Caixin: Weekend Long Read: China Still Needs Supply-Side Structural Reform, but Needs to Get It Right

•   Caixin: Majority Stake in Embattled Chinese Lithium Miner Sold at Nearly 600 Times the Guide Price After Fierce Bidding

•   Nikkei Asia: Coal holdout Japan faces pressure as G-7 rallies around energy goal

•   Nikkei Asia: Japan, Australia, India, U.S. to agree on COVID vaccine cooperation

•   Nikkei Asia: Kishida calls China's development in East China Sea 'unacceptable'

•   Nikkei Asia: Kishida lauds Indo-Pacific framework as sign of U.S. commitment

•   Nikkei Asia: Kishida says rapid yen movements are 'undesirable'

•   Nikkei Asia: Japan waives COVID entry tests in step toward welcoming tourists

•   Nikkei Asia: Japanese automakers wrestle with price-hike dilemma

•   Mainichi: Japan economy may rebound but faces headwind amid price surge

•   Economic Times: Inflation crimps Indian firms as rural millions cut spending

•   Economic Times: India considering spending additional $26 billion to fight inflation: Sources

•   TASS: Ukraine’s accession to EU may take up to 20 years - French diplomat

•   매경(P1): 삼성 반도체공장서 한미 기술동맹 선언

※   White House: FACT SHEET: In First Stop on Asia Travel, President Biden Tours Model for Samsung’s New Texas Semiconductor Facility

•   매경: '내우외환' 중·러 보란듯…한미일 강력한 연대 과시

•   매경: 韓기업인 가장 많이 만나는 美대통령…3일연속 밀착 회동

•   매경: 韓美, 경제안보대화 신설…회담 무게추도 北核보다 경제

•   매경: '넷플릭스 투자' 선물 가져온 바이든…한국에 1억달러 특수효과 제작시설

•   매경(P1): 인플레 시대, ETN에 투자 몰린다 [WEALTH]

•   매경: 두산로보틱스, 산업용 '협동로봇' 개척…日·덴마크에 도전장

•   매경: 바이든 방한 훈풍에…반도체 車 관련주 웃었다

•   매경(P1): 한미 공동선언에 '핵 방어'첫 명시…축소된 연합훈련 확대한다

•   매경: 방산 원전주 쓸어담아야 하나…한미 정상회담에 美수출길 활짝

•   매경: 홍콩·신장 언급 없었지만…'자유·인권'으로 中 압박

•   매경: "외환시장 안정 긴밀 협력"…韓美정상, 정부 공조 천명

•   매경(P1): 바이든 "현대차 실망 안시킬 것"…정의선, 50억달러 더 풀었다

•   매경: "美시장서 날개"…K배터리 기업도 훈풍

•   매경(P1): 집값 오를땐 줄줄이 깨더니…주택연금 해지 9년만에 감소한 이유는

•   매경: "30년만에 대전환점"…전세계 2500명 다보스 집결

•   매경: "IPEF 참여는 좋은 기회…韓美 무역관계 더 탄탄해질 것"

•   매경: [단독] 폐업지원금 2배 늘렸지만…사장님들"변한 게 없다" 하소연 사연은

•   매경: 승용차 개소세 인하, 6개월 연장 검토

•   매경: 신한울 1호기 가동 시작…핵심설비 국산화 첫 원전

•   매경: 후판값 인상에…K조선 수주 낭보에도 울상

•   매경: "고객·지역사회와 동반성장" 新기업가정신 선포

•   매경: 비상장株도 울상, 올들어 거래대금 반토막

•   매경: IPO 식었어도…뜨거운 에너지株 상장

•   매경: 증권업계 탄소금융 속도…장외 탄소거래 시장 잇단 진출

•   매경: 재건축이냐 리모델링이냐…'뜨거운 감자'1기 신도시

•   매경: 드론 선도하는 '대전 하늘'…450억 들여 테스트베드 구축

•   매경: "거리두기 풀려도 힘들다"…장사 접는 사장님 사연은

•   한경(P1): 산업부 "신한울 3,4호기 착공 앞당기겠다"

•   한경: "이미 벼랑 끝 내몰려"…원전업계 '비명'에 현장 달려간 정부

•   한경: '20조 투입' 삼성 美 파운드리 2공장…'기술동맹 상징'

•   한경: '루나 사태' 점검 나선 당정…5대 코인거래소 대표 소집

•   한경: 증권가 "韓銀, 26일 기준금리 인상 유력"

•   한경: "한국 수출규제는 실패, 부끄러운 일"…뒤늦게 반성문 쓴 日

•   한경: "갤럭시폰 2만번 충전해도 OK"…한국 기술에 '세계가 놀랐다'

•   한경: 껑충 뛴 '자사주 매입'…주가 방어 효과 좋네

•   한경: "닭장 아파트 싫다" 갈등 폭발…강남 재건축에 무슨 일이

•   한경(P1): "대학 안 가도 대기업 취업 된다더니…" 직업계고의 몰락

•   한경: 경제계 '투자 보따리' 풀었다…태양광·콘텐츠 협력 확대

•   한경: "한·미 경제안보 동맹 발전"…경제단체, 잇단 환영 논평

•   한경: 두산 등 원전시장 재탈환 기대

•   한경: 한미회담·盧 추도식·투표율, 지방선거 좌우할 '3대 변수'

•   한경: 한덕수 "규제혁신, 이번이 마지막 기회라 생각해야"

•   한경: 美 전기차 공장 신설…국내 부품업체 수출에도 호재

•   한경: 기업들 "ESG 전담조직 있다"…1년 새 54%→89%

•   한경: 완성車 'ESG 회초리'에…부품사들, 탄소중립 시동

•   한경: 국민은행, 예대금리차 8년 만에 2% 넘었다

•   한경: 카드사 리볼빙 16% 급증…"사실상 연체 늘어난 것"

•   한경: 상장사 5곳 중 1곳, '52주 신저가' 추락

•   한경: 물량 급감하는데 분양가는 뛸 조짐…서울 아파트 청약 '딜레마'

•   한경: "공부 못하면 문과 가래요"…상위권 '이과 쏠림' 가속

•   서경: 3나노 선점한 삼성…반도체 고객·장비 확보, 대형 M&A도 탄력

•   서경: 韓기업 美투자 구체화 전망…美도 철강 수입제한 풀수도

•   서경: '물가와의 전쟁' 나선 尹 정부…'가격인상 꼼수' 발란이 첫 타깃

•   서경: 정부, 일회용컵 보증금제 적용 12월까지 유예

•   서경: 분양가·공사비 갈등에 서울 분양 '안갯속'…상반기 물량 76% '급감'

•   서경: SK이노, 해외 투자법인 설립 보류…‘그룹 시너지’ 집중할 듯

•   서경(P1): 美 '500조 국방시장'도 열린다

•   서경: "한미 '포괄적 전략동맹' 진화 첫발…쿼드 참여 빠진 건 아쉬워"

•   서경: 中 왕이 부장 "美, 아태국가를 앞잡이 삼았다" 한미회담에 발끈

•   서경: 尹 워싱턴 초청한 바이든…이르면 7월 방미 가능성

•   서경(P1): [단독] 최악 적자 늪 한전…결국 '영구채 발행' 검토

•   서경: '납품단가 연동제' 구리·알루미늄부터 한다

•   서경: "尹 노동개혁 추진은 시대정신 읽은 것…고용 유연성 높여야"

•   서경: "전경련, 글로벌 네트워크 적극 활용…한미·한일 재계회의 속도 낼 것"

•   서경: "코스피 3000 가능 vs 2800 초중반 그칠것"

•   서경: 용적률에 희비 갈린 '1기 신도시 집값'

•   서경: '중국 韓 부동산 쇼핑' 이정도일줄은…작년만 7000건 육박

•   조선(P1): 한덕수 총리 후보 지명 47일만에 인준

•   조선(P1): 바나나·사과·오렌지값 세계 1위… 소고기·쌀 3위

•   조선: 도시락 먹고 떨이상품 사도… 생활비 4년새 39% 늘어

•   조선: 냉동갈비 87%, 바나나 40% 올라… “아이 소풍 도시락 싸는 데 6만원 들더라”

•   조선: “괌 휴가 계획 포기… 다시 집콕 해야할 판”

•   조선(P1): [단독] 文정부 4년간 43조 해외 유출

•   조선(P1): “서울~대구 왕복 26만원 경유값이 이젠 40만원”

•   조선: 주재원 외식 끊고 유학생 귀국 고민… 곳곳 ‘환율 비명’

•   조선: [단독] “트럼프 툭하면 미군 철수 얘기… 또 당선땐 한국 방위력 약화할 것”

•   조선: [단독] 공정위, 카카오모빌리티에 “택시 중개업(카카오T 앱)과 가맹 택시(카카오T블루) 중 양자택일하라”

•   조선: [단독] 수박 겉핥기 심사했는데 28만명이 샀다

•   조선: 5% 올려 갱신한 전셋값, 지금 1억2600만원 더 내야

•   조선: 넉달새 사용자 11% 줄었다, OTT 업계 초비상

•   조선: 구인난 지친 IT 기업들 “허리급 인재 사수하라”

•   조선: 경영계 “52시간제 탄력 운영, 파업때 대체근로 허용해달라”

•   조선비즈: 전경련, 경제안보TF팀 발족… “경제안보시대 기업 어려움 최소화”

•   조선비즈: 文정부 키운 공공기관 ‘모럴해저드’…尹 정부, 부실 공공기관 성과급 잔치부터 정리

•   조선비즈: ‘돈 잔치’ 끝났나…10대 증권사, 7곳은 인건비 줄였다

•   조선비즈: [단독] 정부, 적자·과다부채 공공기관 ‘페널티’ 검토…경영평가 재무배점 상향될 듯

•   조선비즈: 美안보보좌관 “北 핵실험 안했지만 향후 할 것”

•   조선비즈: 외국인, 올해 국내 주식 15조원 순매도...기관도 ‘팔자’

•   조선비즈: 美 퀄컴, 차세대 모바일 AP로 ‘왕좌’ 지킨다…메타버스 생태계 조성 야심도

•   조선비즈: 컨테이너선 운임지수 18주 만에 반등… 벌크선 운임도 6개월來 최고

•   조선비즈: 당장 부족한 컨테이너, 내년엔 넘칠 수도… 해운사 “투자 고민”

•   조선비즈: LCD 철수하는 삼성D… 삼성전자 TV 패널 中 전량 수입할 판

•   중앙(P1): [복합위기 맞은 한국경제]한국경제 5중고, 동시다발 ‘복합위기’ 맞았다

•   중앙: [복합위기 맞은 한국경제]공급망 대란에 물가·금리·환율 뛰고 가계 빚 폭탄…응답자 100% “지금은 복합위기”

•   중앙: [복합위기 맞은 한국경제]얽히고 설킨 글로벌 소·부·장 공급망…한 곳이라도 구멍 나면 세계가 휘청

•   중앙: [복합위기 맞은 한국경제]가계부채 1862조, 임계수준 넘어 소비·성장 갉아먹어

•   중앙: [복합위기 맞은 한국경제]기업들 최악 상황 대비, 신규 투자 끊고 임원 임금 삭감

•   중앙: [복합위기 맞은 한국경제]“복합위기 출구는 성장률 회복뿐, 앞으로 5년 마지막 기회”

•   중앙: [복합위기 맞은 한국경제]“꺼져가는 성장 동력 되살리는 게 가장 시급” 56.5%

•   중앙: 언택트 특수 사라진 ‘네카쿠배’ 해외 시장서 활로 찾는다

•   중앙: 메타버스·자율주행에 필수…AI반도체 90조 시장 잡아라

•   중앙: “K반도체 생태계 조성, 해외 기업·자금 불러들이자”

•   중앙: 반도체·2차전지·전기차…바이든 방한 수혜주 될까

•   중앙: 자꾸 오르는 주담대 금리…고정금리로 갈아타?

•   동아(P1): 정부 “6월말 코로나 재확산 우려”… 확진자 격리 유지

•   동아(P1): [단독]고물가에… 대학 학생식당 밥값 줄인상, 밀키트 셀프조리도

•   동아: 수십 t 달하는 ‘공룡급 콤바인’, 논 망가뜨리고 수확량 줄인다

•   동아: 서울∼부산 20분 주파?… 음속으로 달리는 ‘꿈의 친환경 열차’ 하이퍼루프

•   문화: 지주사 규제, 합리적 경영 막는 ‘역차별’

•   한국(P1): 한 달 새 20% 오른 돼지고기...대체 무슨 일이?

•   한국(P1): 11년 만에 4% 물가 전망 나온다....정부, 차 개소세 인하 연장 등 총력 대응

•   한국: 우려가 현실로…러시아 LNG선 싹쓸이 '조선3사' 초비상

•   서울: 뛰는 물가에… 먹는 것부터 줄였다

•   서울: 갈수록 변덕 심해진 ‘6월 장마’… 올해 시작과 끝은 언제쯤일까

•   한겨레: ‘원숭이두창’ 한국 상황은…질병청 “진단·검사법 이미 있다”

•   머니투데이(P1): 롯데 유통사업 중국 철수 마무리 단계…"동남아 사업 집중"

•   머니투데이: 달라진 국산車 위상…미국·유럽 점유율 3위까지 상승

•   머니투데이: "연금으로 월 130만원 이자 내는데.." 조합원도 모르는 둔촌주공

•   머니투데이: 1.9조→2.6조→3.2조...둔촌주공, 공사비 계속 불어난 이유

•   머니투데이: "3550만원에 분양했다면..." 둔촌주공 사태 부른 분양가 통제

•   헤럴드경제: 삼성전자만 65%…높아지는 원재료 부담

•   헤럴드경제: 지방선거땐 집값 오른다?…수도권은 맞고 지방은 틀리고

•   파이낸셜뉴스(P1): 분양가상한제 손질…"폐지 대신 미세조정"

•   파이낸셜뉴스: 삼성, 올 법인세 역대최고 육박할 듯… 과도한 세율에 기업투자 발목

•   아시아경제(P1): [단독] 적자불 끄자, 한전에 돈 푼다

•   아시아경제: 원자재 가격 상승보다 무서운 中企 '졸속 규제'

•   디지털타임스(P1): [기획] 돋보인 삼성·현대차… "韓기업 대접 달라질 것"

•   이데일리(P1): [단독]①“스마트하나 독단적”…루나 사태 원인은?

•   이데일리: [단독]② “주식 1주 있지만 주총없이 권도형 단독 경영”

•   이데일리(P1): 한은 금리인상 속도 빨라진다…"연말 2.25%로 세 번 더 올려"

•   이데일리: '로봇'에 빠졌다…미래 먹거리 선점 나선 삼성·LG

•   이데일리: 같은 ‘호황’ 맞았는데…실적은 갈린 조선업 vs 해운업

•   연합: 오후 9시까지 전국 9656명 확진…중간집계 117일만에 '1만명 밑'

•   연합: 북, 이틀째 발열자 10만명대…"신규 16만여명·누적사망 68명"

•   연합: 인플레이션이 임금 상승 부추길까…한은 "아직은 제한적"

※   한국은행: 해외경제 포커스(제2022-13호)

•   연합: 올해 1세대 1주택 종부세 부담 2020년 수준으로 낮춘다

•   연합: "중국 질적성장 정책 지속…국내 기업 中진출전략 재점검해야"

•   연합: 대기업 사외이사의 줄이은 내각行에…'이사회 과반수' 규정 무색

•   연합: 오늘부터 입국때 PCR·신속항원 다된다…요양병원 면회도 연장

•   e대한경제: [단독] "내달 유연탄 500달러 간다"...시멘트 업계 전전긍긍

•   스트레이트뉴스: [단독]삼성, 美 텍사스 추가 투자 준비하나…새로운 인센티브 신청

•   전자신문(P1): 아이폰 '전면카메라' 한국산 쓴다

•   전자신문: KT, 사람과 공감하는 초거대 AI 연내 상용화

[Opinions]

•   Project Syndicate(Robert Skidelsky): The Case for Nordic and NATO Realism

•   FT(Editorial Board): For markets, inflation fears are joined by recession risks

•   FT(Rana Foroohar): Davos and the new deglobalisation

•   FT(Martin Sandbu): The EU has a plan for a common energy policy — now it must deliver

•   FT(Katie Martin): Investors spooked as gloom grips markets

•   FT(Robert Armstrong): Retailers meet the bear market

•   FT(Merryn Somerset Webb): What are investors supposed to trust in now?

•   FT(Helen Thomas): UK government is in semiconductor mess of its own making

•   FT(Frederick Studemann): McDonald’s departure from Moscow marks the end of an era

•   FT(James Kynge): Pessimism engulfs the Chinese economy as foreign investment fades

•   FT(Esteve Almirall): Why AI is everywhere except your company

•   FT(Lex): Tech stocks: record buybacks cannot stop market sell-off

•   FT(Lex): Supercomputers: the battle of the speed machines hots up

•   WSJ(Editorial Board): The Baby Formula Shortage Was Made in Washington

•   WSJ(Editorial Board): Biden’s Solar Tariff Brawl

•   WSJ(Editorial Board): How to Say ‘Supply Side’ in German

•   WSJ(Editorial Board): Australia Turns Left by Default

•   WSJ(Holman W. Jenkins, Jr.): One Bad Choice and a Baby Formula Shortage

•   WSJ(Ralph Gert Schöllhammer): Why Europe Hedges Its Support for Ukraine

•   WSJ(Robert B. Zoellick): Joe Biden’s Choice: Jimmy Carter or Harry Truman

•   NYT(Paul Krugman): How the West Is Strangling Putin’s Economy

•   NYT(Paul Krugman): Wonking Out: Is Stagflation Making a Comeback?

•   NYT(Thomas L. Friedman): My Lunch With President Biden

•   NYT(Mitt Romney): We Must Prepare for Putin’s Worst Weapons

•   WP(Editorial Board): Putin is starving millions of people around the world

•   WP(Editorial Board): ‘Long covid’ is going to be a long haul

•   WP(Editorial Board): Biden’s risky outreach to Saudi Arabia’s crown prince

•   WP(David Ignatius): Biden seeks a new opening in a rattled Asia

•   WP(Henry Olsen): Some conservatives oppose Sweden and Finland joining NATO. They’re wrong.

•   WP(David Von Drehle): Janet Yellen’s blunt talk on inflation is downright heroic

•   WP(Vincent-Immanuel Herr, Martin Speer): The European Union needs its own army

•   Bloomberg(Editorial Board): Don’t Let Erdogan Slow NATO Enlargement

•   Bloomberg(Mohamed A. El-Erian): Davos Meetings Are Full of Potential But Rarely Full of Solutions

•   Bloomberg(Niall Ferguson): America, China, Russia and the Avalanche of History

•   Bloomberg(David Fickling): Climate Won Australia's Election. Wielding Power Will Be Harder

•   Bloomberg(Mihir Sharma): There’s One Way to Wean India Off Russian Weapons

•   Bloomberg(John Authers): A Stocks Rescue Is the Last Thing the Federal Reserve Wants

•   Bloomberg(Julian Lee): Gas Price Crisis: Governments Should Stop Subsidizing Transport Fuels

•   Bloomberg(Hal Brands): Democracies Can Out-Compete the China-Russia Alliance

•   Bloomberg(Mark Gilbert): Stagflation Is Sexy. It May Also Be Unlikely.

•   Bloomberg(Matt Levine): The SPAC Bust Is Expensive

•   Bloomberg(Gearoid Reidy): Joe Biden May Just Provide the Push Japan Needs

•   Bloomberg(Ruth Pollard): Sri Lanka Is a Small Preview of a Global Default Crisis

•   Bloomberg(Lara Williams): Euro Nears Parity With Dollar Making Travel Cheaper for Americans

•   Bloomberg(Jonathan Levin): How Far Will Stocks and the S&P 500 Index Fall in 2022?

•   Bloomberg(Richard Cookson): Bank of England Governor Andrew Bailey Proves Inflation Targeting Is Bad

•   CNN(Børge Brende): WEF president: How the world can rebuild cooperation

•   MarketWatch(Christopher Smart): The U.S. isn’t headed for recession. Nor will it be consumed by inflationary fires.

•   Nikkei Asia(Peter Tasker): Good reasons why Japan will keep inflation in check

•   Nikkei Asia(Nobuko Kobayashi): Japan's economic emergency requires more than 'new capitalism'