Global Economic Monitor 220530

(Introduction)

[Markets]

•   Global: World stock markets rally, treasury yields fall on inflation data

※   U.S. consumer spending increases, rise in inflation slows

※   Wall Street rallies, snaps weekly losing streak

※   Treasury yields fall

※   Brent oil rises $2

•   Hong Kong: China Tech Stocks Rally After Alibaba and Baidu Beat Forecasts

•   Metals: Copper breaks three days of losses on China hopes and weak dollar

•   Grains: U.S. corn, soybean wheat futures rise ahead of holiday

•   Cryptocurrency: 루나2.0, 상장 첫날부터 널뛰기…0.5달러→30달러→다시 5.9달러

•   한국: 코스피, 1% 가까이 올라 2,630선 회복…기관·외인 매수

•   한국: 환율 2주새 32원 급락…1250원대로

[Indicators]

•   US Apr. Personal spending·income: Households Boosted Spending in April but Drew Heavily on Savings

※   Closely watched inflation reading eased slightly but remained near four-decade high

•   US Apr. PCE price index: Inflation Eased Slightly in April, According to Fed’s Preferred Measure

•   US Apr. Goods trade balance: US Goods-Trade Gap Shrinks Most Since 2009 as Imports Drop

•   US Weekly Rig count: U.S. oil & gas rig count falls for first time in 31 weeks -Baker Hughes

•   China Apr. Industrial profits: China industrial profits fall as lockdown pain spreads

•   Japan 2021 External assets: Japan's net external assets top $3.2 trillion in 2021 amid weaker yen

•   Qatar Apr. Balance of trade: Qatar Exports Surge as Demand for Gas Climbs on Ukraine War

•   한국 2021년 ICT 인력동향: ICT, 한국 전체 산업인력 중 4.2%에 불과해…5년 만에 0.7% 하락

•   한국 4월 무역지수 및 교역조건: 수출가격보다 수입가격 더 크게 오르자 교역조건 역대 최악

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매물 1년10개월 만에 최다…수급지수 3주 연속 하락

•   한국 5월 주택가격(KB): KB “5월 전국 집값 2개월 연속 상승”

[News]

•   WSJ: Putin Says Russia Open to More Talks With Ukraine

※   Ukraine’s troops might have to abandon key eastern stronghold to avoid encirclement, regional governor says

•   WSJ: Ukraine Renews Calls for Weapons as Zelensky Visits Troops in Northeast

•   WSJ: A Ukrainian Woman Greeted Troops With a Soviet Flag. Now, She Tells Putin to Stop Killing Ukrainians.

•   WSJ: As War Rages in Ukraine, the U.S. Military Studies Russian Weapons at a ‘Petting Zoo’ Outside Las Vegas

•   WSJ: 17 States Where Unemployment Is at Record Lows

•   WSJ: Workers’ Share of Economic Pie Isn’t Growing

•   WSJ: Why a Massive New Covid Wave Has Escaped the Data

•   WSJ: Treasury Releases Pandemic Funding for Small Businesses as They Face New Risks

•   WSJ: Most of U.S. West Is in Severe Drought as Peak Wildfire Season Looms

•   WSJ: China’s Lockdowns Prompt a Rethinking of Life Plans Among the Young

•   WSJ: Testing Positive in Zero-Covid China

•   WSJ: U.K.’s Johnson Emerges From Lockdown Scandals to Face Economic Woes

•   WSJ: Israel’s Jerusalem Day Sparks Tension as Thousands March Through the Old City’s Muslim Quarter

•   WSJ: Gas Prices Are Surging, Demand Is Slipping Ahead of Memorial Day Weekend

•   WSJ: Little-Known Commodity Traders Help Russia Sell Oil

•   WSJ: TerraUSD Crash Led to Vanished Savings, Shattered Dreams

•   WSJ: SPACs Are Warning They May Go Bust

•   WSJ: How to Weather This Stock Market Storm

•   WSJ: Bets Against U.S. Treasurys Rake In Gains as Fed Raises Rates

•   WSJ: What Stock Investors Are Watching for: Signs of Stability

•   WSJ: Where to Look for the Next Wall Street Blowup

•   WSJ: Big Oil Has a New Unknown: Taxes

•   WSJ: Bottleneck Fuels Record-High Gas Prices

•   WSJ: Uber and Lyft’s New Road: Fewer Drivers, Thrifty Riders and Jittery Investors

•   WSJ: The Tech Crash Could Be a Talent Bonanza For Big Tech

•   WSJ: China Smartphone Demand Weakens Amid Covid Resurgence

•   WSJ: SEC Confirms Probe Into Elon Musk’s Disclosure of Twitter Stake

•   WSJ: Rivian Loses Manufacturing Executive as EV Startup Works to Scale Up Output

•   WSJ: In India’s Mobile-Payments Boom, Even Beggars Get QR Codes

•   WSJ: Robots Pick Up More Work at Busy Factories

•   WSJ: Baby-Formula Shortage Worsened by Drop in Breast-Feeding Rates

•   WSJ: With Elon Musk’s Twitter Bid in Flux, Some Tesla Fans Say Enough Already

•   WSJ: Shoppers Are Fretting. Stores Are Listening.

•   NYT: How Does It End? Fissures Emerge Over What Constitutes Victory in Ukraine

•   NYT: Drones. Crutches. Potatoes. Russians Crowdfund Their Army.

•   NYT: The Week in Business: Escalating U.S. Sanctions on Russia

•   NYT: Iraqi Parliament Expands Law Against Normalizing Ties With Israel

•   NYT: Iran Seizes 2 Greek Tankers in the Persian Gulf

•   NYT: As U.N. Rights Chief Visits China, Some Fear She’ll Become Part of the Spin

•   NYT: Diplomats Fear Russia May Use Syrian Aid as Bargaining Chip in Ukraine

•   NYT: What Dominated the World Economic Forum

•   NYT: ‘Escalation of Secrecy’: Global Brands Seek Clarity on Xinjiang

•   NYT: I Know Exactly Where This Market Is Heading (Just Kidding)

•   NYT: Despite a resurgent virus, millions of Americans are expected to be traveling over the holiday weekend.

•   NYT: A Strong Summer Job Market for Teenagers

•   WP: Consumers are shifting their spending from goods to services

•   WP: Trump is trapped in the past, and it’s hurting him with GOP voters

•   WP: Putin’s war grinds on, with dissent from Russian hawks and peace-seekers

•   WP: Russia has incited genocide in Ukraine, independent experts conclude

•   WP: Key nations agree to halt funding for new fossil fuel projects

•   WP: As China mines more coal, levels of a more potent greenhouse gas soar

•   WP: Facing a power crisis and searing heat, India falls back on coal

•   WP: Colombians vote for president in tense, potentially historic election

•   FT: Central banks launch most widespread rate rises for over two decades

•   FT: The war on ‘woke capitalism’

•   FT: What is America’s end-game for the war in Ukraine?

•   FT: European leaders urge Putin to unblock Ukraine’s grain supplies

•   FT: Europe’s unity ‘crumbling’ on Russia sanctions, Germany warns

※   EU struggles to find compromise over plan to impose embargo on buying oil from Moscow

•   FT: Europe plans for risk that Russia cuts gas supply this year

•   FT: EU pursues centralised purchase of monkeypox vaccine and antiviral drug

•   FT: Why Erdoğan is picking a fight over Nato enlargement

•   FT: Will eurozone inflation reach a new all-time high?

•   FT: Johnson and Sunak say household support will not add to UK inflation

•   FT: Quarter of UK households look to improve energy efficiency as bills surge

•   FT: Boris Johnson buys himself time with cost of living package

•   FT: UK ‘living wage’ increase to be brought forward to September

•   FT: Utility shut-offs loom after pandemic freezes expire for US households

•   FT: Fiji joins US-led Indo-Pacific economic initiative on eve of Chinese visit

•   FT: Millions of people ‘marching towards starvation’ as global food crisis worsens

•   FT: China builds coalition to counter America’s ‘barbaric and bloody’ leadership

•   FT: China fails to work out a plan to ease its economic malaise

•   FT: UN envoy ‘unable to assess’ scale of Xinjiang repression

•   FT: China will help us weather financial crisis, says Sri Lanka’s prime minister

•   FT: South Africa’s coal miners struggle to cash in on Russia sanctions

•   FT: Emerging markets hit by worst sell-off in decades

•   FT: China opens up bond market in bid to woo foreign investors

•   FT: Bond trading 3.0

•   FT: Xiaomi battles law enforcement and competition in India

•   FT: EY explores IPO or partial sale of global advisory business

•   FT: Carbon pricing reaps $84bn but falls ‘well below’ climate goals

•   Bloomberg: Russia’s Whipsaw Week Ends With Default Clock Ticking

•   Bloomberg: Fed Won’t Flinch as Labor Market Starts Tailing Off

•   Bloomberg: US Wage Increases Show Signs of Peaking in Welcome Sign for Fed

•   Bloomberg: EU Spares Pipeline Oil From Russian Embargo Plan to Break Logjam

•   Bloomberg: The Weakest Link in Germany’s Economic Engine Is Fraying

•   Bloomberg: Lagarde Prepares for ECB Liftoff With Yet More Record Inflation

•   Bloomberg: Germany’s Debt Brake to Be ‘Wake-Up Moment,’ Lindner Tells Focus

•   Bloomberg: German Exports Could Grow 2.5% This Year, BDI Lobby Tells RND

•   Bloomberg: Scholz Says Germany Shouldn’t Be Afraid to Cite China Violations

•   Bloomberg: Europe’s Bank Union Push at Risk Over Plans to Soften Bail-In

•   Bloomberg: ECB’s Nagel Sees Several Rate Increases This Year, Spiegel Says

•   Bloomberg: Shanghai Relaxes Covid Testing Requirements as Case Numbers Fall

※   Shanghai reported 122 new local Covid cases for Saturday, a decline from the 170 for Friday

•   Bloomberg: Shanghai Unveils Fresh Policies to Support Economy Hit by Covid

•   Bloomberg: Beijing Says Outbreak Under Control as City Eases Curbs

•   Bloomberg: Beijing Detains Covid Lab Staff It Blames for Worsening Outbreak

•   Bloomberg: China Finds New Covid Cases in Cities on North Korea Border

•   Bloomberg: Taiwan Cuts 2022 Growth Forecast Amid Covid, Surging Costs

•   Bloomberg: Pakistan Says It’s Shut Out of Bond Markets With IMF Only Resort

•   Bloomberg: Sri Lanka Opposition Leader Says Stability Needs New Mandate

•   Bloomberg: Incoming Philippine Central Bank Governor Signals June Rate Rise

•   Bloomberg: Early Arrival of Monsoon Rains in India Brightens Crop Outlook

•   Bloomberg: India RBI Sets Aside More Money for Rainy Day, Payout Drops

•   Bloomberg: Lula’s Lead Over Bolsonaro Grows in Brazil Presidential Race

•   Bloomberg: Wild Five Months Leaves Wall Street Split on When Selloff Ends

•   Bloomberg: ESG Haters Think Climate Investors Are Controlling Energy Markets

•   Bloomberg: ECB TLTRO Rate to Be Raised in June, Scheme’s End Looms: Chart

•   Bloomberg: Goldman Says Bull Market in Battery Metals Is Finished for Now

•   Bloomberg: Iran Says Revenue From Energy Exports up 60% From Last Year

•   Bloomberg: The Race Against Food Inflation Starts on Rusty Soviet Railway Lines

•   Bloomberg: Steel Buyers Demand Huge Discounts From Russian Producers

•   Bloomberg: The Oil Market’s Big Refining Bottleneck in Five Charts

•   Bloomberg: One of The World’s Top LNG Importers Say Its Future Is Hydrogen

•   Bloomberg: Central Europe’s Huge Gas Depot Risks Being Empty Next Winter

•   Bloomberg: There’s Cold Comfort in Forecasts of Falling Food Prices

•   Bloomberg: Apple Supplier Faces Worker Revolt in Locked Down China Factory

•   Reuters: Monkeypox can be contained if we act now, WHO says

•   Reuters: High UK inflation hastens 'real living wage' announcement

•   Reuters: Donbas is an 'unconditional priority' for Russia, Lavrov says

•   Reuters: Exclusive: India faces wider coal shortages, worsening power-outage risks

•   Reuters: BOJ discloses steps on climate change in business report

•   Reuters: South Africa's Eskom to implement Stage 1 power cuts over weekend

•   Reuters: Russia opens cases against Google, other foreign tech over data storage

•   Reuters: How Broadcom CEO Tan shaped a tech giant through acquisitions

•   Reuters: Exclusive: Evergrande discussing staggered payments, debt-to-equity swaps for $19 billion offshore bonds

•   Reuters: U.S. nuclear power regulator staff say NuScale design is safe

•   Reuters: CATL says to supply BMW with cylindrical cell from 2025

•   Reuters: Explainer: U.S. Treasury pushes Russia towards default: What next?

•   Reuters: Analysis: Russia's 'political' debt default sets emerging market precedent

•   Reuters: Analysis: As shortage persists, Reckitt tightens grip on U.S. baby formula market

•   Reuters: Analysis: Russia's 'political' debt default sets emerging market precedent

•   AP: War surges Norway’s oil, gas profit. Now, it’s urged to help

•   CNBC: ‘Hypocrisy,’ ‘naivety’ and ‘greed’: Europe chided for failing to stop Putin’s war

•   CNBC: Japan is finally seeing some inflation – but it may not be time to celebrate

•   CNBC: Alibaba, Tencent and JD.com all just posted their slowest revenue growth on record

•   CNBC: Morgan Stanley downgrades Gap after weak first-quarter report, says stock has further downside

•   MarketWatch: Why the Dow finally bounced — and what it will take to convince investors it’s for real

•   MarketWatch: How a crypto crash could spread to Treasury bonds and other fixed-income securities

•   Fox Business: Elon Musk won't manufacture Tesla cars in India because government prohibits selling and servicing of EVs

•   SCMP: Unanswered phones, missed signals: fear of accidental US-China crisis grows

•   SCMP: China finds uranium at ‘impossible’ depth: scientists

•   SCMP: China GDP: Premier Li signals ‘clear urgency’ on reviving economy, but no change to zero-Covid

•   SCMP: From ventilators to masks, North Korea’s medical imports from China surged before admitting it had coronavirus

•   SCMP: Can China find zero-Covid wriggle room to beat GDP slowdown?

•   SCMP: China’s local governments, denied lifeline, face catch-22 scenario as businesses lose confidence

•   SCMP: China food security: Premier Li Keqiang says summer harvest ‘must go on’, despite virus controls

•   Nikkei Asia: Kishida's approval rating peaks after Biden summit: Nikkei poll

•   Nikkei Asia: China, Russia strengthen ties over Far East seas with bomber patrol

•   Nikkei Asia: Toyota cuts June production target further by 50,000 vehicles

•   Nikkei Asia: Asian automakers bet on electric minivehicles

•   Nikkei Asia: Japan remains top creditor nation for 31st year in a row

•   Nikkei Asia: VCs raise record funds for Southeast Asia, India as money leaves China

•   Economic Times: RBI warns of high wholesale prices feeding into retail inflation

•   Economic Times: Structural reforms key to improve India's growth potential: RBI annual report

•   Economic Times: Inflation forecast will drive rate action, says RBI governor Shaktikanta Das

•   Economic Times: Q4FY22 GDP growth could fall to 4%, slowest in a year

•   매경(P1): "증여세 겁나" 고령층 3천조 쥐고있다

•   매경: 상속재산 8배 늘었는데…여전히 공제 한도는 5000만원

•   매경(P1): 신냉전 속 식량위기 온다…다보스 10대 메시지

•   매경(P1): 국민연금, 국내주식 비중 더 줄인다…연말 16.3%서 5년뒤 14%로

•   매경: 주조 용접할 사람이 없네…뿌리산업 일꾼 4만명 감소

•   매경: 포스코케미칼·GM 손잡고 '양극재 시장' 판 흔든다

•   매경: 삼성전자 美테일러 공장, 21조 투자 잰걸음

•   매경(P1): [단독] 네이버마저 채용 군살빼기…'코로나 특수' 사라진 IT 고용 한파

•   매경: "IT 실적한파"…개발자 몸값 낮추고, 가성비 '중니어' 우대

•   매경: "직접고용보다 외주로 전환"…스타트업도 채용축소 조짐

•   매경: 北제재 반대한 中·러에 한미일 비판 한목소리

•   매경: 한일 관계 개선 기대에…이재용 부회장 일본 출장 검토

•   매경: 30일 한일경제인회의, 내달 도쿄 韓상품 전시회…"분위기 바뀔 때 성과 내자"

•   매경: 제조업은 '각자도생'…친환경선 '협력강화'

•   매경: 퇴직자들에게 희소식…퇴직금서 떼는 세금 줄일듯

•   매경: [단독] 우크라 전쟁탓 비료값 폭등…농가 "팔아도 남는 게 없다"

•   매경: 허리띠 졸라매는 정부…보조사업 절반 통폐합

•   매경: '3高 시대' 생존방법 찾는다…재계, 전략회의 잇달아 개최

•   매경: SKT, 5G MEC로 세계 첫 지상파 송출 성공

•   매경: 클라우드부터 협업툴까지…스마트테크쇼서 기술향연

•   매경: 미분양 매물증가 거래급감...집값 본격 조정 오나

•   매경: [단독] 임금피크제 무효판결 다음날…"정년 연장 땐 문제없다" 또 다른 판결

•   매경: 심야 귀갓길 한 숨 돌렸다…서울 지하철 새벽 1시까지 운행

•   매경: [新동반성장] '기업' 깃발 아래 뭉쳤다…상생의 바람 불어오네

•   한경(P1): "소상공인 숨 넘어가는데…국회가 추경 협조해달라"

•   한경(P1): 원전 확대 '에너지기본계획' 만든다

•   한경: 한덕수 "노조 일감 독점, 법적으로 안되는 것"

•   한경: 정년연장형 임피제는 괜찮다?…정부·전문가 "위법 가능성 낮다"

•   한경: 고용시장 시한폭탄 된 '차별금지법'…"묻지마 채용·승진시키란 건가"

•   한경: 임피 직원, 업무량·임금 감소 입증은? 동종 타회사와 비교할 수도

•   한경: "공정거래법 형벌조항 과잉…처벌이 능사 아냐"

•   한경: 토종기술 고집하다 모바일·전기차 다 놓친 日

•   한경: "산업 AI는 한국엔 블루오션…반도체에 가져올 효용만 100조"

•   한경: "신축 아파트에 왜 이리 하자가 많아"…이유 있었네

•   한경: "하루 68만원 내고 간신히 예약"…'전세버스 대란' 무슨 일?

•   한경: "경유값 급등 해결하라" 화물연대, 총파업 예고

•   한경(P1): "용접공 없어 배 못 만든다" 조선소 비상

•   한경: "월 300만원 줘도 안와"…콧대 높아진 외국인 근로자 '충격'

•   한경: 직업계高 졸업생 4분의 1이 '미취업'…일자리 미스매칭 '고졸 채용'으로 풀자

•   한경: IT개발자 구인난…베트남·필리핀서 모셔오기

•   한경(P1): 한전 신재생에너지 구매 비용 '눈덩이'

•   한경: 비싼값에 REC 더 사와야하는 한전…전기료 인상 부채질

•   한경(P1): 62조 추경 국회 본회의 통과…371만명에 최대 1000만원

•   한경: 임금피크제 혼란…'낡은 호봉제' 방치한 정부 탓 크다

•   한경: '준조세' 부담금 지난해 21.4조

•   한경: 北, 미사일에 전술핵 장착 '임박'했는데…쏘면 뚫리는 韓 방어망

•   한경: 68년간 核 개발한 北…동결→보상→도발로 '밀당'하며 정권 이어와

•   한경: "지금이라도 집 사야하나요?"…밤잠 설치는 세입자들

•   한경: 산업재해 외면 땐 신용등급 '빨간불'

•   한경: 제조사 10곳중 9곳 "탄소 줄이려 해도 규제 때문에 어려워"

•   한경: 퇴근 후 유튜브로 용돈벌이…'세금 폭탄' 맞은 직장인, 왜?

•   서경(P1): [단독] 2년 뒤 서울 새집 2848가구 뿐…'최악' 공급 한파온다

•   서경: 상반기 분양, 예정물량의 10% 그쳐…4년 후 입주도 낙관못해

•   서경: 원자재값 쇼크 선분양 흔들…현금부자만 새집 살판

•   서경: [단독] 제2 요소수 사태 터질라…'美·日 닮은꼴' 원자재 수급대책 낸다

•   서경: 추경호 "과도한 규제에…금융산업 지나치게 위축"

•   서경: [시그널] 두산에너빌리티 '밥콕' 프랑스업체에 매각

•   서경(P1): 기술특례 개편 연기…K바이오 '고사위기'

•   서경(P1): 법인세 손질 시동…최고세율 25→22%·과표도 4→3단계 추진

•   서경: 올 국세 중 '법인세 비중 26%' 갈수록 늘어…조세경쟁력 7단계 뚝

•   서경: '부의 이전' 막으려다 일류 기술도 증발…'실수령 상속액' 기준으로 과세 수술을

•   서경: '유턴기업' 7년간 84개뿐…현실적 유인책 마련해야

•   서경: 국채 상환, 당초 9조→7.5조로 줄어…"3%대 국고채 금리 더 뛸수도, 시장안정 필요"

•   서경: "탈원전에 2·3차 협력사 줄폐업"…신한울 3·4호기 '선착공 후승인' 속도전 필요

•   서경: 적폐몰이에 급감한 해외광산…'정부 보증 확대' 급선무

•   서경: 정치 놀음에 휘둘리는 전기료… 전기委 독립, 시장 원리로 가야

•   서경: IPO 절벽·금리인상·주가하락 '3중고'…이대론 '데스밸리' 갇힐판

•   서경: 상장 바이오社는 줄줄이 유상증자…VC가 '큰손'으로

•   서경: 7월부터 연봉 2배까지 마이너스 통장 뚫을 수 있다

•   서경: [단독]SK하이닉스, 키파운드리 인수 마무리 수순

•   서경: 태양광 온기에…'쨍하고 해뜬' 신재생에너지 ETF

•   서경: 금리 인상에 증권사 신용거래 이자율도 줄줄이 인상… 빚투 개미 어쩌나

•   서경: 커지는 인플레 공포…물가채 거래액 5년來 최대

•   서경: 핵심기술 유출 90%가 기간산업인데…재판 이겨도 ‘헌기술’ 전락

•   서경: [중대재해법 A to Z] 경영계 “조문 모호해 자의적 해석 가능·수사권 남용 우려"

•   조선(P1): [NOW] 교통사고 사망 최저… 등록차 13만대였던 1970년보다 줄었다

•   조선: 중국산 로봇, 국내 식당·물류센터 점령했다

•   조선: 1분기 인건비 26.4% 올라… 임금·물가 ‘상승의 악순환’

•   조선: 중기·소상공인 “최저임금 차등적용을” 노동계 “현대판 계급제”

•   조선: 금융권 “연말 주담대 금리 최고 8% 갈수도”

•   조선: 해외서 법인세 냈으면 국내선 안 내게… 세수 年7800억 감소 논란

•   조선: 비싼 게 많이 남으니까? 가성비 제품이 사라진다

•   조선: “차별화된 AI클라우드로 아마존과 경쟁하겠다”

•   조선비즈: 애플 심기 건드린 BOE, 흔들리는 中 디스플레이 굴기…삼성・LG 반사이익 기대

•   조선비즈: [단독] ‘5% 물가 잡기’ 尹 민생안정대책에 ‘5G 중간요금제’ 도입 포함

•   조선비즈: 삼성전자 두달간 5.5조 판 외국인…증권가 “8~9월까지 6만 전자 못 벗어날 수도”

•   조선비즈: 삼성전자, 이미지센서 세계 1위 소니 추격…점유율 격차 24.5%→15.9%

•   조선비즈: 프롭테크에도 혹한기 오나... 투자 난항에 권고사직까지

•   조선비즈: 車에서 31인치 화면으로 영화 보고 게임도 하고

•   조선비즈: 여름은 시작도 안 했는데… 전력 예비율 10%선 위태

•   조선비즈: MZ 근로자 절반 “1년 안에 이직할 것”…올해도 대규모 퇴직 이어진다

•   조선비즈: 추경호 “물가상승률, 일정 기간 5% 넘을 것”

•   인베스트조선: 선거 타고 '부동산'까지 번진 조각 투자 논란

•   인베스트조선: 수장 교체 후 전략 재점검 들어간 LG·SK·삼성 배터리 3사

•   중앙: 초대형 단지 입주 차질, 반시장적 ‘분상제’에 발목 잡혀

•   중앙: ‘빚투 개미’ 20조 시한폭탄 터지나…대금 못갚아 하루에 167억꼴 청산

•   중앙: 외국인마저…"시급 1만2000원 올려도 안와요" 구인난 쇼크

•   중앙: 250만 가구 주택 공급 위해 민간 전문가 나섰다

•   동아: [단독]北, 풍계리 3번 갱도 통로만 남기고 복구 완료… “핵실험 임박”

•   동아: “항공사 전화땐 40분 대기”… 인력난에 항공대란 우려

•   동아: 日 관광입국 허용하자… 여행상품 ‘불티’

•   동아: “제2 루나 막기위해 공동 대응” 코인 거래소들, 협의체 만든다

•   동아: 中 저가공세에… 삼성디스플레이, 31년 만에 LCD사업 손뗀다

•   동아: “작년 신용카드 사용 10% 증가… 숙박-음식은 줄어”

•   동아: 구글 “외부결제 앱, 6월 1일부터 퇴출” 네이버 - 카카오, 구글 정책 일단 수용

•   한국(P1): [단독] 정부 "늘어날 원전폐기물 재산정"…윤석열표 친원전 시험대에

•   한국: 아파트값 치솟는 일산, 잠잠한 평촌? 1기 신도시 온도차 이유는

•   국민: ‘엔진 제거하고 모터 장착’… 정부, 전기차 컨버전 속도낸다

•   세계(P1): 여야 갈등에 ‘입법 수장 공백’ 현실화… 국회 사실상 ‘개점휴업’

•   세계: “2025년까지 LNG수요 빠르게 증가”

•   세계: 대출규제 여파… ‘청약 불패’ 서울도 계약 포기 속출

•   한겨레: 한은, 한도 꽉 채운 중기·소상공인 ‘코로나 대출 40조’ 어찌할꼬

•   경향: 신용 1등급 ‘마통’ 금리도 연 5% 훌쩍…상환 서두르는 직장인들

•   경향: ‘RE100’ 만든 비영리기구 “현대차, LNG 발전소 건설 계획 해명하라”

•   머니투데이(P1): [르포]"중소기업 사장으로 34년, 남겨진 빚만 25억원"

•   머니투데이: 尹대통령 '대·중소기업 상생' 메시지에 급물살

•   머니투데이: "복잡한 납품단가 연동제, '착한 대기업' 만들어 풀자"

•   머니투데이: "원자재 값이라도 반영해달라"…이유있는 납품단가 연동제

•   머니투데이(P1): [단독]'P5 증설' 준비 돌입...삼성전자, 반도체 초격차 드라이브

•   머니투데이: '할말은 한다' 거침 없는 한은 총재…"시장도 적응해야"

•   머니투데이: "큰 형님이 돌아오니 다르네"…추경호가 바꾼 기재부[세종썰록]

•   헤럴드경제(P1): 상장사 63% 올 주총서 전자투표…“대체형 전자주총 필요”

•   헤럴드경제: 재계 투자 핵심 키워드는 ‘F·E·D’

•   헤럴드경제: 기관마다 다른 집값…거품 논란 재점화

•   파이낸셜뉴스(P1): 韓 원전생태계 복원…글로벌 주도권 되찾는다 [한미 원전동맹 새 기회]

•   파이낸셜뉴스: 원전수출 이끌 한수원 새 수장에 ‘힘있는 관료’ vs ‘내부출신’ 각축

•   파이낸셜뉴스: 체코 8조·폴란드 40조 수주 정조준… ‘K원전 수출’ 붐 살린다 [한미 원전동맹 새 기회]

•   파이낸셜뉴스(P1): "SMP 상한제 철회를" 발전協, 정부와 담판

•   파이낸셜뉴스: 'SMP 상한제' 날벼락 맞은 민간발전사… 수천억 손실 어쩌나

•   파이낸셜뉴스: 中 봉쇄 해제에 해운운임 꿈틀… 해운업계-수출기업 ‘희비’

•   아시아경제(P1): 한수원, 3D프린터로 원전 부품 만든다

•   아시아경제: 원전 R&D 불붙었는데…‘게임체인저’ SMR 예산 깎고보는 정부

•   아시아경제(P1): [경유값쇼크]경유의 배신, 산업계 덮쳐…대체재 없는 '막다른 골목'

•   아시아경제: [경유값쇼크]건설업계 등 연관산업까지 피해…"유가보조금 지급 이외에 대책無"

•   아시아경제: [경유값쇼크]정유사·원유ETN 투자자들은 방긋…항공주는 울상

•   아시아경제: 배터리 3사, 원재료 구입비 작년보다 35% 늘었다

•   디지털타임스(P1): `임금피크제 무효` 후폭풍… 삼성·KT노조, 사측 압박

•   디지털타임스(P1): 대출 금리·예대 금리차 은행, 개인신용별 공개

•   이데일리(P1): "적정가격에 원하는 먹거리 살 수 있도록 하는 식량안보 절실"

•   이데일리: "`식량안보=자급률 제고`는 착각…필수농산물 비축제가 우선"

•   이데일리: 국내 식량 자급률 20%선도 무너질 판…공급망 차질에 무방비

•   이데일리: 아직 곡물수급 문제 없단 정부…가격부담 줄이며 식량공급체계 강화

•   이데일리: 삼성전자·네이버·카카오 공통점은…개미만 담는다

•   연합: 오후 9시까지 5956명 확진…어제보다 6천여명↓, 넉달새 최저

•   연합: "美中日서 수입하는 핵심물자중 75%가 중국산…中편중 해소해야"

•   연합: 지난해 신재생에너지 발전비중 7.5% 사상 최고…10년 전의 3배

•   연합: 글로벌 ESG공시 최종안 연말 확정…"단계적 도입으로 부담 최소화"

•   전자신문: [뉴스줌인]삼성폰 대내외 불확실성 선제 대응...특화 칩·공급망까지 점검

•   전자신문: [스페셜리포트]코딩 없이 코딩…노코드, 개발 지형 바꾼다

•   전자신문: [스페셜리포트]노코드·로코드, 클라우드 전략적 요충지로 부상

•   전자신문: 중견기업 성장사다리 구축 '중견기업특별법' 내년 상시법 전환

•   전자신문: LG전자, '캐리봇' 출시 임박...7번째 클로이 라인업 선보인다

•   전자신문: K배터리 3사, 미국 내 공장 투자금 16.4조원

[Opinions]

•   Project Syndicate(Neil L. Harrison, Jeffrey D. Sachs): Did US Biotechnology Help to Create COVID-19?

•   Project Syndicate(Paola Subacchi): How to Engage with China

•   Project Syndicate(J. David Stewart, Henry P. Huntington): How Big Finance Can Scale Up Sustainability

•   Project Syndicate(Ekaterina Kotrikadze): Banish Putin, Not Pushkin

•   FT(Editorial Board): A striking U-turn to alleviate the UK cost of living crisis

•   FT(Martin Sandbu): The good, the bad and the ugly of government energy policies

•   FT(Katie Martin): Markets have become a minefield

•   FT(Robert Armstrong): The bullwhip effect, redux

•   FT(Merryn Somerset Webb): A good tale can tempt us to forget the truth about markets

•   FT(Howard Marks): Bull market rhymes lead to a turn in the investing cycle

•   FT(Håvard Halland, Rüya Perincek, Jan Rieländer ): Links between energy and food must be weakened

•   FT(Benedict Evans): There is no such thing as ‘data’

•   FT(Pilita Clark): Business flights are in trouble in the world of net zero

•   FT(Michael Strain): Reducing the US deficit will mean pain for the middle classes

•   FT(Lex): China tech stocks: relief rally eases lockdown pain

•   WSJ(Editorial Board): Boris Johnson Goes Bernie Sanders

•   WSJ(Editorial Board): A Federal Budget Warning for Joe Manchin

•   WSJ(Editorial Board): America’s Summer of Rolling Blackouts

•   WSJ(Sadanand Dhume): Indian Democracy Suffers for a Lack of a Competent Opposition

•   WSJ(Tunku Varadarajan): Can America’s Cities Make a Post-Pandemic Comeback?

•   NYT(Paul Krugman): The Coming Rage of the Money Hawks

•   NYT(James Krellenstein, Joseph Osmundson, Keletso Makofane): To Fight Monkeypox, Remember the Lessons of Covid and H.I.V.

•   WP(Editorial Board): Truth emerges about Chinese repression of Uyghurs — no thanks to the U.N.

•   WP(Jennifer Rubin): Despite the war in Ukraine, Biden understands China matters most

•   Bloomberg(John Authers): Commodities Help Diversify Against Inflation, But Need More Than Passive Care

•   Bloomberg(Marcus Ashworth): Rishi Sunak’s Helicopter Drop Makes the Bank of England’s Life Easier

•   Bloomberg(Robert Burgess): Did US Consumer Spending Just Hit Its Peak?

•   Bloomberg(Shuli Ren): Is China's No. 2 Staging a Stealth Covid-Zero Protest?

•   Bloomberg(Julian Lee): Sunak’s Tax Helps Consumers But Misses the Energy Mark

•   Bloomberg(Gary Shilling): Commodities Will Be the Next Market to Succumb

•   Bloomberg(Jonathan Bernstein): Midterms 2022: Biden’s Approval Slump Hits a Dreary New Milestone

•   Bloomberg(James Stavridis): How to Break Russia’s Blockade of Ukraine’s Black Sea Ports

•   Bloomberg(Adam Minter): US Farmland Is a Hot Commodity. That’s Not Great for Farms.

•   Bloomberg(Ian Buruma): Vladimir Putin's Total Surrender Isn't Realistic Goal in Ukraine War

•   Bloomberg(Kathryn Anne Edwards): Is a US Recession Coming? Beware of This Indicator

•   MarketWatch(Matthew Burrows, Robert A. Manning): 3 ways Russia's war in Ukraine could end -- and even a Ukraine victory brings danger

•   MarketWatch(Eugene Ludwig): Inflation has been pummeling the middle class for decades, but the out-of-touch CPI masks this reality

•   Fox News(John Barrasso): Biden's energy policies do nothing to increase supply as gas prices break records