Global Economic Monitor 220606

(Introduction)

[Markets]

•   Global: Global stock markets fall, U.S. yields rise after strong employment data

※   Wall Street stocks finish lower

※   Benchmark 10-year yields reach two-week high

※   May U.S. jobs report beats expectations

※   U.S. dollar index extends gains

※   Oil prices edge higher

•   Iron ore: Iron Ore Set for Biggest Weekly Gain Since March on China Hopes

•   Grains: Wheat futures sag as traders eye Ukraine export negotiations

•   한국: 코스피, 기관 매수에 0.44% 상승…2,670대 턱걸이

[Indicators]

•   US May Nonfarm payrolls: Employers Added 390,000 Jobs in May; Unemployment Steady at 3.6%

※   Jobs grew at slowest pace since April of last year, hinting that the labor market is starting to cool

※   WSJ: Retailers Cut Jobs in May With Consumers Facing Inflation, Pivoting to Services

※   WSJ: May Jobs Report Keeps Fed on Track for Half-Point Interest-Rate Rises

※   WSJ: Jobs Aren’t Slowing Enough Yet to Slow Down the Fed

•   US May Services PMI(ISM): US Services Gauge Retreats as Business Activity Growth Slows

•   US Weekly Rig count: U.S. drillers keep oil and gas rigs unchanged this week, Baker Hughes says

•   Eurozone Apr. Retail sales: Euro zone retail trade weaker than expected as food sales fall

•   Germany Apr. Balance of trade: German exports bounce back in April from Ukraine war impact

•   Japan 2021 Births: Japan confirms record low of 811,604 births last year

•   India May Services PMI: India’s May Services Activity at Highest Level in 11 Years

•   Saudi Arabia May PMI: Saudi non-oil private sector grows solidly in May, steady from April

•   Turkey May CPI: Turkish inflation hits 23-year high of 73.5%

•   한국 1분기 예금 취급 기관 산업별 대출금: 기업·자영업 대출, 석달새 64조 껑충

•   한국 5월 CPI: 5월 물가 5.4%, 근 14년만에 최고…경유 45.8%↑·밀가루 26%↑

※   매경: 치솟는 물가에 정부 진땀…유류세인하 카드 한번 더 꺼내나

•   한국 주간 아파트 수급동향(부동산원): 4주째 꺾인 서울 아파트 매수심리…"매물 늘고 이자부담 커져"

•   한국 주간 주택시장 동향(KB): 수도권 집값 3년만에 하락했는데…고가아파트 나홀로 고공행진

•   한국 5월 주택가격(KB): 서울 고가 아파트값 1년 새 20% 올라, 상승률 아시아 1위

[News]

•   WSJ: Russia’s War on Ukraine at 100 Days Has No End in Sight, Threatening Global Costs

•   WSJ: 100 Days In, Russia’s Claims of Success in Ukraine Face Hard Test of Reality

※   Russia’s economy is faltering and losses of troops and materiel are high, but President Vladimir Putin still enjoys widespread domestic support

•   WSJ: Russia, Ukraine Battle in Key Eastern City

※   Both sides send in additional troops as they fight over the pivotal city of Severodonetsk in the Donbas region

•   WSJ: Ukraine Counterattack Takes Back Parts of Strategic Donbas City

•   WSJ: Ukraine Is Struggling to Export Its Grain, and Here’s Why

•   WSJ: Ukraine’s Azov Battalion Looks to Regroup and Clean Up Image

•   WSJ: Refugee Crisis Aggravates Ukraine’s Demographic Collapse

•   WSJ: Aboard the Last Train Service Evacuating Front-Line Ukrainian Towns in Donbas

•   WSJ: Russians Get Conflicting News on the Ukraine War as Telegram Turns Into an Information Battlefield

•   WSJ: Ukraine War Drives Europe to Accelerate Energy Efficiency

•   WSJ: Biden Says He Has ‘No Direct Plans’ to Travel to Saudi Arabia

•   WSJ: Housing Boom Fails to Lift All Homes Above Previous Cycle’s Peak

•   WSJ: Housing Market in This Small City Took a Long Road to Recovery

•   WSJ: The End of Energy Free Trade

•   WSJ: ‘Friend-Shoring’ Might Be Bad for Global Growth, Inflation

•   WSJ: Yellen Says She Never Urged Smaller Rescue Package Over Inflation Concerns

•   WSJ: Latest U.S. Covid-19 Surge Moves West as Pressure Eases in Northeast

•   WSJ: Corporate Executives Assess U.S. Economy as Clouds Form

•   WSJ: Individual Income Tax Payments on Pace to Reach Record Level

•   WSJ: Tropical Storm Forming in Gulf, Expected to Bring Heavy Rain to Florida

•   WSJ: Baby-Formula Shortage Expected to Persist Weeks Longer

•   WSJ: An Old Way to Fight Inflation Gets New Fans

•   WSJ: U.S. Lobbies U.K. to Reconsider Chinese Chip Factory Deal

•   WSJ: Beijing Sticks to Xi’s Covid-19 Stance While Endorsing Premier as Economic Fixer

•   WSJ: Iran Probes Revolutionary Guard Commander’s Death

•   WSJ: Japan’s New Thinking on Low Birthrate: Don’t Worry, Be Happy

•   WSJ: How the War Against ISIS Was Won

•   WSJ: U.S. Urged to Step Up in the Pacific After China’s Whirlwind Trip

•   WSJ: Are Stocks Undervalued Yet?

•   WSJ: Dollar’s Climb Stalls Amid Mixed Economic Signals

•   WSJ: Rally in Cathie Wood’s Fund Offers Hint of Optimism in Slumping Market

•   WSJ: Why Regulators Are Worried About Stablecoins

•   WSJ: Adam Neumann’s ‘Goddess Nature Token’ Is the Future of Crypto—for Better or Worse

•   WSJ: Microsoft Says It Is Ready to Work With Unions

•   WSJ: Meta’s Sheryl Sandberg Successor Is Mark Zuckerberg’s Quiet Growth Engine

•   WSJ: Elon Musk Says Tesla Plans to Cut 10% of Salaried Staff

•   WSJ: Elon Musk’s Bot Problem on Twitter Is Extraordinary

•   WSJ: Twitter Says Antitrust Waiting Period for Elon Musk Deal Has Passed

•   WSJ: Tesla Faces Questions From Regulator Over ‘Phantom Braking’ Complaints

•   WSJ: EPA Trims Ethanol Fuel Mandate for 2020-21 But Raises It for 2022

•   WSJ: FDA Says Novavax Covid-19 Shot Effective but Signals Safety Worry

•   WSJ: Online Privacy Protection Bill Gets Bipartisan Push

•   WSJ: Amazon Consumer CEO, Who Led Massive Logistics Expansion, Resigns

•   WSJ: Boeing Supply Chain Snarls 737 MAX Production, Deliveries

•   WSJ: Rivian’s Great EV Expectations Meet the Harsh Reality of Manufacturing

•   WSJ: What CFOs Are Planning If the Economy Goes South

•   WSJ: Apple’s Coming iOS 16: A Wish List

•   WSJ: I Rented an Electric Car for a Four-Day Road Trip. I Spent More Time Charging It Than I Did Sleeping.

•   NYT: Biden Has ‘Only Bad Options’ for Bringing Down Oil Prices

•   NYT: Is ‘Greedflation’ Rewriting Economics, or Do Old Rules Still Apply?

•   NYT: Thousands Swept Up as Kremlin Clamps Down on War Criticism

•   NYT: ‘From Russia With Love’: A Putin Ally Mines Gold and Plays Favorites in Sudan

•   NYT: Carbon Dioxide Levels Are Highest in Human History

•   NYT: Fossil-Fuel Shares Lead the Stock Market. How Awkward.

•   WP: Putin thinks West will blink first in war of attrition, Russian elites say

•   WP: Russian and African leaders meet, one needing allies, the other grain.

•   WP: As war drags on, weary Russians yearn for a return to normal life

•   WP: How the White House lost Joe Manchin, and its plan to transform America

•   WP: Making sense of N. Korea’s coronavirus mystery — and its menace

•   FT: ‘They break the rules of war’: Ukraine conflict fuels Russian military brutality

•   FT: Ukraine hits back at Macron’s warning against ‘humiliating’ Putin

•   FT: Ukraine’s ‘lost’ oligarchs: from political power to wartime crowdfunders

•   FT: Draghi reforms make waves on Italy’s beaches

•   FT: Why Brussels’ bid to mend ties with Warsaw is a risky move

•   FT: Germany approves €100bn fund to modernise its armed forces

•   FT: Estonian coalition collapses after tension over ‘core values’ escalates

•   FT: Johnson’s critics accused of pursuing pro-EU agenda

•   FT: Crunch time for Boris Johnson: ‘He is really lucky to be in a job’

•   FT: Ministers under fire for ‘last minute’ attempt to bolster Britain’s winter energy supplies

•   FT: Chickenomics highlights Fed’s challenge

•   FT: Soaring costs squeeze farmers’ returns in North American grain belt

•   FT: US’s climate legal cases boom, but not its laws

•   FT: Biden forced into Saudi thaw amid rising oil prices

•   FT: Are ‘fake’ job ads inflating America’s employment data?

•   FT: Has US inflation peaked?

•   FT: US sparks bickering over guest list to Summit of Americas

•   FT: US Treasury takes aim at World Bank over climate change inaction

•   FT: ‘All the power is in his hands’: why Xi Jinping remains supreme

•   FT: Imran Khan calls for protests after Pakistan raises fuel prices

•   FT: Can Africa grow without fossil fuels?

•   FT: Investors return to Chinese stocks after sell-off triggered by Covid and geopolitics

•   FT: Don’t sleep on QT

•   FT: Value of US and European IPOs tumbles 90% this year

•   FT: ESG exposed in a world of changing priorities

•   FT: Gas traders rush to secure LNG tankers

•   FT: Google co-founder Sergey Brin’s airship start-up grows rapidly

•   FT: Tata Power bets on microgrids for rural power supply in India

•   FT: Can buy now, pay later survive the cost of living crisis?

•   FT: Apple looks to its first headset for next breakthrough product

•   Bloomberg: Lifting Tariffs on Goods May Make Sense, US Commerce Chief Says

※   Raimondo says president open to ideas that will tame inflation

•   Bloomberg: US Recession Is Avoidable If Fed Can ‘Thread the Needle’

•   Bloomberg: Fed’s Mester May Back Half-Point September Hike If Prices Don’t Cool

•   Bloomberg: Why Peak Inflation Is Near, According to Experts Who Bet on Short-Lived Price Rises

•   Bloomberg: ECB Seen Shunning Half-Point Hike for Smaller Moves From July

•   Bloomberg: ECB Traders Raise Rate Bets, See Half-Point Hike by October

•   Bloomberg: Bank of America Sees at Least Two Half-Point ECB Hikes in 2022

•   Bloomberg: Italy Is Held Back by 2.6 Million People Who Have Given Up on Work

•   Bloomberg: Germany Approves Hike in Minimum Wage to 12 Euros From October

•   Bloomberg: Beijing to Loosen More Virus Curbs on Monday

•   Bloomberg: US Crackdown on Forced Labor in China Risks Further Supply Chaos

•   Bloomberg: HK Reports 515 New Daily Covid Cases, Highest Tally in 6 Weeks

•   Bloomberg: Japan’s Kishida Set to Stay on Kuroda Path, Party Official Says

•   Bloomberg: India Reports Biggest Jump in Covid Cases in Three Months

•   Bloomberg: Brazil’s Rate Is Headed to 14% From Just 2% in Depth of Pandemic

•   Bloomberg: Mexico’s Ruling Party Seen Expanding Control in Local Elections

•   Bloomberg: Bitcoin Miners Are Selling Tokens as Prices Linger Near Lows

•   Bloomberg: Hard-Landing Dread Eclipses Brief Rally in Emerging Stocks

•   Bloomberg: What OPEC+’s Production Deal Means for Global Oil Markets

•   Bloomberg: Saudis Raise Oil Prices More Than Expected Amid Asia Rebound

•   Bloomberg: US May Allow More Iran Oil to Flow Even Without Deal, Says Vitol

•   Bloomberg: Oil Sands Crude Prices Nosedive as Russian Bans Upend Market

•   Bloomberg: France Is Talking to UAE About Replacing Russian Oil, Diesel

•   Bloomberg: Carmakers Feel Chip Crisis Easing as Global Growth Slows

※   Mercedes, Daimler Truck, BMW, VW say plants running as normal

•   Bloomberg: US Tech Firm Sandvine Pulls Back From Russia as US, EU Tighten Export Controls

•   Bloomberg: US Orders Biofuel Boost as Biden Weighs Gas Price Fears

•   Bloomberg: The Dispute Over Forced Labor Is Redefining the Entire US-China Relationship

•   Reuters: Kyiv rocked by blasts from Russian cruise missiles, Ukraine says

※   Missiles come from bombers over Caspian Sea- Ukraine's air force

•   Reuters: EXCLUSIVE U.S. to let Eni, Repsol ship Venezuela oil to Europe for debt -sources

•   Reuters: Despite war, inflation, France sees positive economic growth in 2022, finance minister says

•   Reuters: India says no plans for now to curb food exports

•   Reuters: Russia, China not interested in working with U.S. on North Korea, U.S. envoy says

•   Reuters: Exclusive: EU deal on single mobile charging port likely June 7 in setback for Apple

•   Reuters: Analysis: WTO seeks fish, vaccine deals as war ignites trade tensions

•   AP: EXPLAINER: At 100 days, Russia-Ukraine war by the numbers

•   CNN: The economy is going into the toilet. Let's hope no one flushes it!

•   CNN: 3 reasons high oil prices are here to stay

•   CNN: 3 signs that the US economy is already losing steam

•   CNBC: Investors set their sights on upcoming inflation report as the bear market rally falters

•   CNBC: The CDC is sending monkeypox vaccines to people at high risk in a race to prevent the spread

•   CNBC: Monkeypox may have been spreading ‘under the radar’ for months or years

•   CNBC: Russia’s war on Ukraine could shake up global trade blocs. Here are the winners and losers

•   CNBC: Gas or renewables? With the world in an unprecedented energy crisis, top CEOs are searching for solutions

•   CNBC: Apple’s big annual conference kicks off next week: Here’s what to expect

•   CNBC: Things won’t get better for tech anytime soon, Bank of America says

•   Fox Business: What the next economic recession may look like?

•   SCMP: Coronavirus: how the Shanghai outbreak exposed the Chinese health system’s fragility

•   SCMP: US plan to build ‘China house’ at State Department urgently needed but raises questions, analysts say

•   SCMP: China economy: ‘magnitude’ of local subsidies, tax cuts to boost slumping car sales seen as too small

•   SCMP: China-Hong Kong ‘round-tripping investment’ remains vital as economy slows, foreign business confidence tumbles

•   SCMP: China’s shipping industry readies for surge in demand as Shanghai restarts its export machine

•   SCMP: China’s coronavirus-induced fall in marriages sees firms target singles as consumption landscape evolves

•   SCMP: Shanghai reopening: Three new community infections found as city officials warn residents of risk of Omicron resurgence

•   Nikkei Asia: Toshiba's new board picks weren't unanimous, director says

•   Nikkei Asia: Pandemic sales boom sputters for PCs, smartphones

•   Nikkei Asia: 'Turquoise' hydrogen offers Japan new path to decarbonization

•   Nikkei Asia: Japan's economic clout wanes in Southeast Asia

•   Nikkei Asia: Shionogi to file as soon as June for COVID shot green light

•   Nikkei Asia: The droopy rupee: can India's currency be revived?

•   Nikkei Asia: Decreasing population may weaken China's party rule: Kent Deng

•   Nikkei Asia: Rio Tinto exec says price volatility is unlikely to settle down

•   Mainichi: Lithium Price jumps fivefold as demand surges for use in EV batteries

•   Mainichi: Japan eyes reform of outdated labor systems based on gender 'roles'

•   Japan Times: Majority of Japanese firms struggle to get raw materials amid Ukraine war

•   Economic Times: Private investment yet to pick up pace; govt push driving recovery

•   Economic Times: When would FDI in India touch the milestone of $100 billion a year?

•   Economic Times: India aims to achieve 60% of capex target by September to keep inflation at bay

•   매경(P1): 인천공항 24시간 '활짝'…2년만에 하늘길 정상화

•   매경: 예매도 하늘의 별따기…괌, 사이판行 드디어 숨통 트이나

•   매경(P1): [단독] "공사장이 위험하다"…품질 낮은 중국산 H형강 편법 수입 논란

•   매경: "급매물만 팔려요"…마래푸, 반포자이도 못 피한 거래절벽

•   매경: 경매시장도 '냉골'…가격·응찰자 모두 뚝

•   매경: '태풍의 눈' 새 정부 금융권 수장…이르면 다음주 윤곽

•   매경: 정부, 빚 많은 공공기관 집중 관리

•   매경: 한수원·가스公 사장 인선 시동

•   매경: SK온-포드 배터리 연합, 美에 4호 공장 설립 검토

•   매경: 이찬희 삼성준법위원장 "이재용 부회장 사면 필요"

•   매경: 러시아, 네온 수출 금지…반도체 재료값 더 뛴다

•   매경(P1): 중기 대출 58조 '부실 시한폭탄'

•   매경: 번 돈으로 이자도 못내는 기업 5만개…코로나 이후 1만곳 급증

•   매경: 1억 벌면 빚 갚는 데 4천만원…韓제조·서비스기업 DSR 비상

•   매경: 中企 대출금리 1년새 1%P 쑥

•   매경(P1): [단독] 작년·올해만 7번 인상…화물차 안전운임 과속

•   매경: 안전운임에 치인 기업들…"차라리 해외서 생산"

•   매경: 尹·기시다 나토회의 참석 검토…이달말 한일 정상회담 가능성

•   매경: 못미더운 중대법 수사…檢 전관에 공소장 의뢰

•   매경: 치솟은 경유값의 역설…"공기는 좋아졌네"

•   매경: [세종 인사이드] 공정위 '지주회사과' 갈림길…3수 끝 살아남나

•   매경: 금융권 유동성·대출 여력 줄어든다…건전성 규제 내달 다시 강화

•   매경: 방역서 서빙까지…'K로봇' 유럽에 포문

•   매경: 실물도 못보고 車 살판…아이오닉5 전시차 전국에 1대, 왜?

•   매경: 주주환원책·계열사 호실적…그룹 지주사 주가 탄력

•   매경: "한고비 넘긴 증시 추가 하락은 제한적"

•   매경: '재건축' 뭉칫돈 몰리는 1기 신도시…고양 아파트 30% 서울 거주자가 사들였다

•   한경(P1): 압승에도 '경제위기' 꺼낸 尹

•   한경(P1): 임금피크 줄소송 시동 건 勞

•   한경: '임피제 무효' 소송 나선 노조…한국노총 "폐지 요구하라" 지침

•   한경: 고용부 "정년연장형 임피제는 원칙적으로 연령 차별 아니다"

•   한경: 거세지는 급여 인상 요구…'임금發 인플레' 압박도 커졌다

•   한경: 산업부 "세액공제 확대" vs 기재부 "보조금 지급"

•   한경: 활력 잃은 증시…거래대금, 1년3개월 만에 최저

•   한경: '금리인상 여파' 채권대차잔액 130조 넘어

•   한경: "영끌해서 아파트 샀는데 2억 떨어졌어요"…집주인 '눈물'

•   한경: 화물연대 "7일 총파업"…국토부 "무관용 대응"

•   한경(P1): 올여름, 최악 애그플레이션 닥친다

•   한경: 농축수산물 할인쿠폰 600억 뿌린다지만…

•   한경: "농산물 대란, 이제 시작일 뿐"…올 여름 최악 물가 상승 온다

•   한경: 이상 기후의 역습…곡창지대가 위험하다

•   한경: 올 성장률 2%대·물가상승률 4%대로 수정하나

•   한경(P1): 韓 HMM 실적 취해 있을 때 터미널 30개 늘린 '해운 빅3'

•   한경(P1): 문재인 전 대통령 괴롭힌 시위, 기업은 365일 시달린다

•   한경: "이재용 응답하라" 집 앞 핏빛 현수막…공포에 떠는 기업인들

•   한경: 문 전 대통령 한마디에 사저 앞 집회 저지…기업은 365일 '시위 지옥'

•   한경: "입던 옷이면 어때, 싸고 좋은데"…리커머스 시장 몰리는 2030

•   한경: 윤석열 정부 출범 후 '규제 재검토율' 2→10%로 껑충

•   한경: 한국이나 일본이나 '초비상'…"이러다 한 명도 없겠다" 탄식

•   한경: "아반떼 1년 넘게 기다려야 했는데…" 현대차, 다시 속도 낸다

•   한경: '메타버스판 싸이월드' 나온다

•   한경: "물가·금리·집값 터지면 은행 연체 두 배로"

•   한경: 금리 인상 빨라졌지만 2금융권 대출금리는 내려

•   한경: 주요 상장사 67%, 목표주가 낮아졌다

•   한경: "28일까지 담아라"…짭짤한 '여름 보너스' 받으려면?

•   서경(P1): 한발 물러선 조합…'둔촌주공 파국' 멈추나

•   서경(P1): 尹정부, 직무·성과급제 속도 낸다

•   서경(P1): 삼성, 이번엔 '내부개혁' 고삐 죈다

•   서경: 삼성 CEO들과 위기의식 공유…지배구조 개편·ESG경영 가속

•   서경: 올 경상수지마저 적자 돌아서나

•   서경: 스미토모, 韓서 EUV 감광액 첫 생산…수출 규제 후 국내 둥지 트는 日 반도체 업체들

•   서경: [시그널] 금리 상승에…빌딩 매각 줄연기

•   서경: "빈 방 없어요" 거리두기 없는 황금연휴에 보복여행 '봇물'

•   조선: 아마존의 세계 첫 오프라인 패션매장 LA 아마존스타일 가보니

•   조선: 이제 장사 좀 하나 했는데… “나라서 돈 주니 월세 더 내라”

•   조선: 정기예금 19兆 늘고… 증시 예탁금은 17兆 줄어

•   조선(P1): 미사일엔 미사일, 규탄… 대북대응 달라졌다

•   조선: 北, 35분간 미사일 ‘소나기 발사’... 4종 섞어 8발 쐈다

•   조선(P1): [NOW] “전기차 충전 카드 6개나 들고 다녀요”

•   조선: 노동계는 고강도 夏鬪 예고… 車·조선·철강노조 “임금 대폭 올려라”

•   조선: 이젠 불법파업 안돼… 尹정부 “무관용 원칙”

•   조선: 수출기업 물류비용 작년보다 30~100%나 늘어

•   조선: 네 식구 놀이공원 나들이에 30만원 넘게 썼다

•   조선: [Biz 톡] 금리 상승기에 되레 줄어드는 예대마진… 새 정부 효과?

•   조선비즈: 올해 ‘따상’ 기업 고작 3개…작년에는 17개

•   조선비즈: 한은 “올해 中 경제성장률 4.3%로 하향…봉쇄 여파”

※   한국은행: 해외경제 포커스(제2022-14호)

•   조선비즈: 기름값 오르고 타이어·세차비도 인상…차 굴리는 비용 25.2%↑

•   조선비즈: 정부, 해외 IT기업 규제 강화한다…“구글·애플 본사, 내년 5월까지 한국지사 대리인 변경해야”

•   조선비즈: “기름값이 무서워”… LPG로 개조 고민하는 차주들

•   조선비즈: LNG 운반선 넘보는 中… 건조 가능한 조선소도 늘어

•   조선비즈: [르포] 태양광만 탄소중립?…美 농가 “땅만 덜 갈아도 온실가스 저감”

•   조선비즈: [세종풍향계] 사상 최다 ‘기재부 출신 野 지자체장’ 당선에 예산실 술렁…”'돈 넣어 달라’ 압박 심해지나”

•   조선비즈: 세계 스마트폰 시장 전년대비 3% ‘뒷걸음질’…美·中·러 3대 악재 여파

•   조선비즈: 두산, 화공기자재 사업 손뗀다… 1050억에 ‘두산메카텍’ 지분 전량 처분

•   조선비즈: “수수료만 30%” 구글 인앱결제 강제화에 웹툰·웹소설 작가들 곡소리

•   조선비즈: [차이나 모빌리티] 머스크에 도전장…中 지리차, 직접 만든 위성 쏘아 올렸다

•   조선비즈: 재계 순위 7위인데 시총은 2조원?… 소액주주들이 한화 김승연 회장 집에 찾아간 이유

•   조선비즈: 미래차 핵심은 데이터… 제조 효율 높이고, 자율주행 고도화

•   조선비즈: LCD 삼키고 TV용 OLED로 눈 돌리는 中… 점유율 99% LG가 흔들린다

•   조선비즈: “집에 투자 덜하고 나를 꾸민다”…코로나 前으로 돌아가는 소비자 심리

•   중앙: 전국 휘발유 평균가 2028원, 4주 연속 올라…중국 도시 봉쇄 풀리자 국제유가 상승

•   중앙: ‘원숭이두창 백신’ 문의 빗발…정부 “일반인 접종 검토 안 한다”

•   중앙: 수주 보릿고개 넘었지만…조선업 흑자 물건너가나

•   중앙: 올해 메모리 4대 수요처 모두 먹구름

•   동아(P1): “강남-시청-여의도… 지하철역 50곳 이름 팝니다”

•   동아: 연휴 첫날 인천공항 국제선 이용객 4만명 넘었다

•   동아: 코로나 사망자 정점 대비 25분의 1로 ‘뚝’

•   동아: 일감몰아주기 규제대상 58개 그룹 698곳 해당… 올들어 2.7배로 늘었다

•   한국(P1): 한 달 강수량, 평년의 5.6%... '가뭄 농산물 대란' 비상

•   한국: "카드·영수증 NO, 계좌이체 OK" 노점들 현금장사 고집에 지자체는 나몰라라

•   한국: "머리는 폼이냐"... 직장 내 괴롭힘 35%는 상사의 '언어폭력'

•   한국: 애플의 상징 '8핀' 바뀐다? "정체성 사라져" VS "편리해져" 마니아들 갑론을박

•   국민: [관가뒷담] 前정부 코드인사 기관장 재직 기관 직원들 곤혹

•   서울: 양파값도 두 배로 뛰어… 장보기 무섭네

•   세계(P1): “북한 핵·미사일 개발, 군축회의 가치 저해”

•   한겨레(P1): 소비량 안 줄이면…“‘플라스틱 쓰레기’ 2060년엔 3배 는다”

•   경향: 최근 3번의 선거…아파트값 비싼 동네일수록 ‘보수 정당’ 찍었다

•   경향: “거리 두기 풀렸는데…외식업체 매출은 잘 안 풀리네요”

•   경향: 근무 중에는 목소리를 계속 들려달라고요?

•   헤럴드경제: 네이버, 일상속 ‘초거대AI 시대’ 이끈다

•   파이낸셜뉴스(P1): 가파른 원자재값·이자 상승에…中企 "더이상 못버텨" [원자재값·이자 급등에 허리휘는 中企]

•   파이낸셜뉴스: "매출 느는데 적자 더 커져"… 대기업 1차 벤더마저 ‘부도설’ [원자재값·이자 급등에 허리휘는 中企]

•   파이낸셜뉴스(P1): 신차 출고 늦어지자 폐차장 '초유의 불황'... 1~4월 폐차 전년대비 23% 감소

•   파이낸셜뉴스: "지금 계약해도 내년말에나 받아"... 신차 출고대란에 중고차도 울상

•   파이낸셜뉴스: '법인세 인하' 나선 정부… 기업투자 늘려 경기 살릴까

•   파이낸셜뉴스: 회사채 잘 안 팔리니 은행으로… 대기업 대출 90조 육박

•   파이낸셜뉴스: 개미들의 탄식… 삼성전자 12조 담았는데 수익률 -3%

•   파이낸셜뉴스: 삼성전자 "평택에 반도체 공장 추가 건설 계획없다"

•   파이낸셜뉴스: 인간지능과 인공지능이 만들어 낼 신세계, 미리 만난다 [AI World 2022]

•   파이낸셜뉴스: 1400조 우주산업 정조준… 위성서비스로 '우주 패권' 도전

•   파이낸셜뉴스: 중동 건설경기 더딘 회복세… 건설사 해외실적 ‘주춤’

•   연합: 오후 9시까지 4827명 확진…일요일 동시간대 20주만에 '5천명밑'

•   연합: 한미, 北미사일 8발에 지대지미사일 8발 대응사격

•   연합: 1주택+상속주택=1주택…억울한 다주택 종부세 막는다

•   연합: 5대 은행 기업대출 올해만 32조↑…지원종료 앞둔 '시한폭탄'

•   연합: 하락장에 증시 떠나는 개미들…예탁금 1년새 20조원 감소

•   연합: 삼성전자, 호실적 기대에도 증권가 목표가 갈수록 하락

•   연합: 삼성디스플레이, 마지막 LCD 원장 투입…30년 사업 역사 마침표

•   연합: "IMF 때보다 힘들어요"…고물가에 휘청이는 동네 반찬가게

[Opinions]

•   Project Syndicate(Sergei Guriev): Europe’s Oil Embargo Is Not Enough

•   Project Syndicate(Vasyl Cherepanyn): Why Does the West Refuse to Call Putin’s Russia Fascist?

•   Project Syndicate(Paul Grod): Ukraine Will Build Back Better

•   FT(Editorial Board): Trade unions should handle their resurgence carefully

•   FT(Editorial Board): Russian asset seizures must follow the law

•   FT(Rana Foroohar): The cost of complexity in supply chains

•   FT(John Gapper): Greenwashing is tempting for CEOs who tell stories

•   FT(Janan Ganesh): Don’t romanticise the global south

•   FT(Katie Martin): Grumpy investors see bright side in growth risks

•   FT(Michael Stott): Global energy upheaval offers Argentina’s ‘Dead Cow’ a new lease of life

•   FT(Jancis Robinson): Climate change is bringing labour shortages to vineyards

•   FT(Christopher Johnson): Rumours that Xi Jinping is losing his grip on power are greatly exaggerated

•   FT(Kana Inagaki): Kishida capitalises on changing mood to shift Japan’s stance on defence

•   WSJ(Editorial Board): The Great Pandemic Wealth Migration

•   WSJ(Editorial Board): Breaking Big Tech Bad

•   WSJ(Editorial Board): Another Spending Siren for Joe Manchin

•   WSJ(Holman W. Jenkins, Jr.): Post-Ukraine Climate Realism

•   WSJ(Jackie Wolcott, Anthony Ruggiero): The U.N. Nuclear Watchdog Must Censure Iran

•   WSJ(Mike Watson): America’s Troubling Lesson From Midway

•   WSJ(Tevi Troy): How Biden Can Prepare for a Midterm Election Bruising

•   WSJ(Joseph Braude): A New Threat in Iraq to Peace in the Middle East

•   WSJ(Jay Bhattacharya): The White House Keeps Stoking Covid Fears

•   WSJ(Dennis Blair): The Undersea Trove for Electric Vehicles

•   NYT(Paul Krugman): The Perverse Politics of Inflation

•   NYT(Paul Krugman): Wonking Out: How Low Must Inflation Go?

•   WP(Editorial Board): The U.S. can’t get the hemisphere together because it’s coming apart

•   WP(Editorial Board): We’re in the midst of a ‘great return to work.’ It’s worth celebrating.

•   WP(Catherine Rampell): The Goldilocks economy: Trying to get it ‘just right’

•   WP(Max Boot): This is no time to hesitate in Ukraine

•   WP(George F. Will): Now is no time to go tentative on military aid for Ukraine

•   Bloomberg(Editorial Board): The ECB Needs to Reset Europe’s Monetary Policy

•   Bloomberg(Niall Ferguson): Dust Off That Dirty Word Detente and Engage With China

•   Bloomberg(Daniel Moss): Jamie Dimon's 'Hurricane' Warning Is a Good Lesson From the Greenspan Era

•   Bloomberg(Conor Sen): Consumers Are Losers in a Booming Industrial Economy

•   Bloomberg(Mihir Sharma): India Can’t Afford to Lose the World’s Trust on Trade

•   Bloomberg(John Authers): ESG Investing Is Alive and Well. Just Call It Protectionism

•   Bloomberg(Pankaj Mishra): Western ‘Unity’ Is Making the Ukraine War Worse

•   Bloomberg(Faye Flam): Do I Need a Covid Booster? Third Shot's Benefits Have Been Undersold

•   Bloomberg(Adrian Wooldridge): Italy’s Romance with Meritocracy Has Been On-Again, Off-Again

•   Bloomberg(Jonathan Levin): Fed’s Ideal Jobs Scenario Is Looking More Plausible

•   CNN(Kara Alaimo): Elon Musk's work policy is bad for employees, but it's even worse for Tesla

•   Fox News(Newt Gingrich): Biden's 'build back better' has turned into 'build back poorer' for every American