Global Economic Monitor 220613

(Introduction)

[Markets]

•   Global: Stocks slide, dollar gains on hot U.S. inflation data

※   CPI surges 8.6% year-on-year, largest gain since 1981

※   Hot U.S. inflation seek keeping Fed hawkish

※   Short-end yields jump on hot CPI data

※   S&P 500 again nears bear market confirmation

•   Eurozone: Italian and Greek borrowing costs jump on eurozone rate fears

•   Metals: Aluminium hits near 6-month low on China lockdowns, growth fears

•   Grains: Soybean futures ease, a day after nearing record high

•   Cryptocurrency: 주말사이 20% 넘게 폭락…이더리움에 무슨 일이

•   한국: 코스피, 글로벌 긴축 부담에 1% 넘게 밀려…2,590대 마감

•   한국: 3년 만기 국채 금리…10년來, 최고 年 3.275%

[Indicators]

•   OECD Apr. CPI: How inflation became a global problem.

•   US May CPI: U.S. Inflation Hit 8.6% in May

※   Energy, groceries, shelter costs drive fastest rise in consumer-price index since December 1981

※   WSJ: Gasoline, Groceries and Housing Drove Inflation in May

※   WSJ: Inflation Pickup Complicates Fed Outlook Beyond June Meeting

※   WSJ: Inflation May Soon Ease, but Not Enough

•   US May Fiscal account: U.S. Budget Deficit Narrowed in May as Pandemic Spending Eased

•   US Jun. Consumer sentiment: US Consumer Sentiment Slumps to Record Low on Rapid Inflation

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for first time in three weeks - Baker Hughes

•   China May CPI·PPI: China’s Inflationary Pressures Stay Muted

※   Producer and consumer inflation remain low, prompting economists to speculate that the central bank might ease monetary policy

•   China May New Yuan loans: China new bank loans nearly triple in May as Beijing steps up policy support

•   China May Car production: Coronavirus lockdowns cost China’s car sector another 400,000 vehicles in May, though ‘revenge spending’ may soon provide a boost

•   Japan Apr. GDP: Japan's April GDP down 0.3% on declining exports: JCER

•   Japan May PPI: Japan’s Input Price Growth Cools on Ramped-Up Government Help

•   India Apr. Industrial production: India’s Factory Output Expands to Eight-Month High in April

•   Russia Benchmark rate: Russia Cuts Key Interest Rate to Pre-Invasion Level as Impact of Sanctions Wanes

•   Russia Apr. Population: Russia’s Population Is Shrinking Even as Putin Seeks Expansion

•   한국 4월 경상수지: 경상수지, 4월에 8천만달러 적자…2년 만에 흑자기조 깨져

※   매경: '쌍둥이 적자' 덮친 한국…국가신인도 걱정 커진다

•   한국 4월 건설 수주: 재건축 수주는 두배 껑충…원자재 대란에 착공은 늦춰

•   한국 5월 가계대출: 잔인한 5월 가정의 달…중저신용자 급전 수요에 카드론 확 늘었다

•   한국 5월 장외채권시장 동향: '빅스텝' 영향에 5월 채권 거래량, 전월 대비 21조 ↓

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매수심리 5주 연속 위축…수급지수 90 이하로

[News]

•   WSJ: U.S., China Defense Chiefs Dial Down Tensions Over Taiwan

※   In their first face-to-face meeting, Lloyd Austin and his Chinese counterpart also discuss Ukraine, North Korea

•   WSJ: U.S., Latin American Countries Pledge to Take In More Migrants

•   WSJ: Outgunned Ukraine Needs More Weapons Fast as Russia Advances, Officials Say

•   WSJ: French, German and Italian Leaders to Meet With Zelensky in Kyiv

•   WSJ: Sizzling Prices Complicate Fed’s Inflation-Fighting Strategy

•   WSJ: Gasoline Prices Reach $5 a Gallon Nationwide for the First Time

※   Consumers are managing high prices at the pump as the average cost of a gallon of unleaded gas cracks a new record

•   WSJ: Inflation Is Heating Up Summertime Expenses, but Not All Prices Are Scorching

•   WSJ: White House Set to Announce Biden Trip to Saudi Arabia Soon

•   WSJ: U.S. Scrutinizing Swiss Currency Practices

※   Treasury Department also reported progress in talks with Vietnam, Taiwan over their foreign-exchange policies

※   U.S. Treasury: Treasury Releases Report on Macroeconomic and Foreign Exchange Policies of Major Trading Partners of the United States

•   WSJ: Biden to Halt Covid-19 Test Requirement for Air Travelers to U.S.

•   WSJ: Moderna’s Covid-19 Vaccine Works Safely in Kids, Including Those Under Age 5, FDA Says

•   WSJ: U.S. Monkeypox Cases Double as Spread Continues Through Close Contact, CDC Says

•   WSJ: Pandemic, War in Ukraine Create New Challenges for Struggling WTO

•   WSJ: Mexico Takes Aim at Private Companies, Threatening Decades of Economic Growth

•   WSJ: Earnings Are Under Threat, Another Blow to Sagging Stock Market

•   WSJ: Japan’s Yen Usually Benefits When Markets Get Ugly. Not This Time

•   WSJ: Business Losses From Russia Top $59 Billion as Sanctions Hit

•   WSJ: How the Mathematics of Explosions Explains Phantom Traffic Jams

•   WSJ: Sony Chief Nobuyuki Idei Foresaw a Shift to Games, Music and Films

•   WSJ: Apple, Google Face New Antitrust Investigations in U.K.

•   WSJ: Tesla Plans 3-for-1 Stock Split, Joining Other Big Tech Companies

•   WSJ: Tesla Cancels Online Job Fairs in China

•   WSJ: Meta-morphosis or More Pain? Possible Futures for Facebook’s Parent Company

•   WSJ: Activision Blizzard to Negotiate Agreement With Union

•   WSJ: Food Prices to Keep Going Up, as Costs Surge

•   WSJ: McDonald’s in Russia Reopens Under New Ownership

•   WSJ: High Oil and Gas Prices Test Drive a Global Carbon Tax

•   WSJ: Some Ads Play on Streaming Services Even When the TV Is Off, Study Finds

•   NYT: Biden Casts Inflation as a Global Problem During a Visit to the Port of Los Angeles

•   NYT: Should Biden Run in 2024? Democratic Whispers of ‘No’ Start to Rise.

•   NYT: C.D.C. Dismisses Airborne Transmission of Monkeypox. Some Experts Disagree.

•   NYT: Trump Is Depicted as a Would-Be Autocrat Seeking to Hang Onto Power at All Costs

•   NYT: Food Export Bans in Asia Prompt Fears of More Protectionism

•   NYT: Beijing Is Back on High Alert After Covid Outbreak Traced to a Bar

•   NYT: A Chinese Entrepreneur Who Says What Others Only Think

•   NYT: Recording India’s Linguistic Riches as Leaders Push Hindi as Nation’s Tongue

•   NYT: Bolsonaro’s New Ally in Questioning Brazil’s Elections: The Military

•   NYT: How Inflation May Change Where You Put Your Cash

•   NYT: Google Sidelines Engineer Who Claims Its A.I. Is Sentient

•   WP: Russia likely to seize all of Luhansk in coming weeks, U.S. official says

•   WP: Putin likens himself to Peter the Great, links imperial expansion to Ukraine war

•   WP: Biden’s hemispheric summit may end up a dud

•   WP: Biden grapples with inflation and immigration

•   WP: Chris Smalls’s Amazon uprising and the fight for a second warehouse

•   FT: Leftwing alliance makes strong first-round showing in French election

•   FT: US set for recession next year, economists predict

※   FT-IGM Survey forecasts downturn in 2023 as Fed tries to stamp out worst inflation in 40 years

•   FT: War and climate shocks put 49mn people at risk of famine this year

•   FT: WTO takes aim at export controls in effort to stem rising food prices

•   FT: ECB doves disheartened by plans to hasten pace of rate rises

•   FT: Rate rise prospects raise concerns for debt-laden eurozone countries

•   FT: Why countries are at odds over Ukraine’s EU candidate status

•   FT: The EU grasps the nettle of defence spending

•   FT: Erdoğan talks Türkiye in bid to end jokes over country’s name

•   FT: ‘Super deductor’ tax break fails to boost UK business investment

•   FT: A full-blown trade war with the EU is unlikely, but Britain already suffers bitter side-effects

•   FT: BoE could exceed rate expectations to show it is serious on inflation

•   FT: Tory MPs attack Johnson over plan to rip up N Ireland Brexit deal

•   FT: US oil producers ignore Biden’s rallying call to drill

•   FT: Rise in dollar to 20-year high costs US companies billions in earnings

•   FT: Shanghai reimposes lockdowns after detecting 11 Covid cases

•   FT: How Xi Jinping is reshaping China’s capital markets

•   FT: Japan to tap vast pension fund in drive to create more start-ups

•   FT: Turkey promises new bond plan as lira weakness deepens

•   FT: Pakistan unveils budget aimed to woo IMF and fend off Imran Khan

•   FT: The yen as finance and as politics

•   FT: Oil and gas back in vogue for retail investors

•   FT: European pension funds attack Toyota for not going ‘all in’ on electric cars

•   FT: Delays, shortages and strikes: can the aviation industry get airborne by summer?

•   FT: Preventing another Covid-19: Ugandan lab leads hunt for zoonotic diseases

•   Bloomberg: US Makes Asia Inroads by Playing Down Need to Side Against China

•   Bloomberg: US Sees Signs of Asian Nations Examining Future Of Russian Ties

•   Bloomberg: Bernanke Says Fed Can Sidestep Big Recession in Inflation Fight

•   Bloomberg: Here’s What Powell Means by ‘Clear’ Vow on Prices, Survey Says

•   Bloomberg: El-Erian Says US Inflation May Well Reach 9% in Challenge to Fed

•   Bloomberg: Summers Cites Recession Risk With Inflation at New 40-Year High

•   Bloomberg: Fed Dot Plot Seen Signaling Rise in Median Rates to 3.1% in 2023

•   Bloomberg: Fed Task Gets Tougher, Putting 75-Basis-Point Hike Back in View

•   Bloomberg: War and Inflation Deal Europe $73.6 Billion Loss in Consumption

•   Bloomberg: ECB’s Muller Says Hesitation Risks Complicating Inflation Battle

•   Bloomberg: ECB Has Will and Means to Fight Fragmentation, Villeroy Says

•   Bloomberg: Nagel Says Resolute ECB Response Is Needed on Inflation

•   Bloomberg: UK Faces Up to a Recession in All But Name as Living Costs Surge

•   Bloomberg: World Nuclear Powers to Reverse Post-Cold War Drop in Arsenals

•   Bloomberg: China Alarms US With Private Warnings to Avoid Taiwan Strait

•   Bloomberg: Lockdown Fears Linger as Beijing Says Harder to Control Cluster

•   Bloomberg: Fitch Revises India’s Outlook to Stable on Economic Recovery

•   Bloomberg: Iran Tests New Trade Corridor To Ship Russian Goods to India

•   Bloomberg: Chile and Ecuador Restart Copper Talks After Yearslong Impasse

•   Bloomberg: Bond Managers Fret Asia Inflation Surge as Local Debt Lags Peers

•   Bloomberg: Treasuries Dare Fed to Step Up Hikes or Risk Inflation Defeat

•   Bloomberg: Europe Bond Risk Gauge Near ‘Danger Zone’ Piles Pressure on ECB

•   Bloomberg: Saudis Cut Oil Flows to China While Meeting Most Asian Requests

•   Bloomberg: China to Send Squads to Coal Country to Ensure Price Controls

•   Bloomberg: LA Port Braces for Peak Cargo Season to Arrive Early as Consumers Keep Buying

•   Bloomberg: Top Toyota Supplier Denso Mulls $3 Billion Chip Unit Spinoff

•   Bloomberg: Foxconn Reproaches Chinese Rivals for Poaching Vietnam Workers

•   Bloomberg: Chronic Food Shortages From Lettuce to Sriracha and the Rise of Chicken

•   Bloomberg: Massive Antarctica Glaciers Have Melted Most in 5,500 Years

•   Bloomberg: Solar Panel Glass Makers Are Predicting a Demand Boom

•   Bloomberg: China Crafting Rules to Lure More Battery Storage Investment

•   Bloomberg: Ships May Soon Transport Captured Carbon to Storage Locations

•   Reuters: Russia destroys bridge over Ukrainian river, cutting escape route

•   Reuters: Global nuclear arsenal to grow for first time since Cold War - think-tank

•   Reuters: Fitch maintains United Kingdom's sovereign rating at 'AA-'

•   Reuters: In 'miracle' city Shenzhen, fears for China's economic future

•   Reuters: Chinese EV maker Nio to make self-developed battery packs from 2024

•   Reuters: Analysis: China's regulatory thaw leaves investors eager yet uneasy

•   Reuters: Analysis: Global investment banking faces tougher times after blockbuster year

•   CNBC: Hungary says it’s impossible for Europe to ban Russian gas anytime soon. Putin agrees

•   CNBC: Apple’s newest homegrown chips present a fresh challenge to Microsoft’s Windows business

•   MarketWatch: Stagflation fears reign after U.S. inflation shock: What investors need to know

•   SCMP: Don’t turn South Pacific into US-China geopolitical ‘boxing ring’, Beijing says

•   SCMP: Messy Summit of the Americas highlights contrast in US, China hosting styles

•   SCMP: As China’s capital reopens restaurants, foodies and lunch crowd remain reluctant to dine out

•   SCMP: Coronavirus: China’s jobless rate could reach 2020 levels unless Beijing ‘learns’ early pandemic lessons, experts say

•   SCMP: China’s AI drone vessel takes maiden voyage, passes first sea trial

•   Global Times: China harvests around 78.5% of winter wheat with bumper output

•   Nikkei Asia: Japan bleeds $85bn from costly commodities and weak yen

•   Nikkei Asia: Kishida: Japan to 'fundamentally' strengthen defense in 5 years

•   Nikkei Asia: Japan government, BOJ express concern over yen's rapid fall

•   Nikkei Asia: Solar power anywhere: Lightweight organic cells aim beyond rooftops

•   Economic Times: Fitch revises India GDP forecast downwards to 7.8% for FY23; outlook 'stable'

•   매경(P1): A회장의 토로…"이번 파업보니 해외 이전하길 잘했다"

•   매경: 역대급 무더위 닥치는데…에어컨 냉장고 못 사나

•   매경(P1): 민주당, 尹정부 행정 입법까지 봉쇄

•   매경: 與 "누더기 세제 개조해야"…민생안정 위한 감세도 강조

•   매경(P1): 노조위원장이 본인 추천으로 노동이사 가능…8월부터 공공기관 도입

•   매경: [단독] 익스플로러 며칠후면 못쓰는데…공공사이트 접속 어쩌나

•   매경: 고삐죄는 이창용 총재 "금리인상 시기 놓치면 인플레 피해 더 커져"

•   매경: 잔인한 5월 가정의 달…중저신용자 급전 수요에 카드론 확 늘었다

•   매경: 저축은행 줄줄이 인상에…예금금리 3% 시대

•   매경: "고질적 저성장, 기업주도 동반성장에 답 있어"

•   매경: 반도체 팹리스 44% 성장에도…韓기업 존재감 여전히 '홀쭉'

•   매경: "BBC 육성전략 집중 논의"…SK, 다음주 확대경영회의

•   매경: 올해도 멀어져가는 MSCI 선진국지수 편입

•   매경: SK LG 카카오…'물적분할 반성문' 온도차

•   매경(P1): "정부가 화물연대 업무개시 명령을"…31개 경제단체 공동입장문

•   매경(P1): [단독] 빚 많은 공공기관 집중관리…'文정부 인사' 물갈이 신호탄?

•   매경: 최악 적자에 급증하는 부채…한전, 발전 자회사 '진퇴양난'

•   매경: '美물가 쓰나미' 덮친 코스피…"바닥 멀었다, 3분기까진 살얼음판"

•   매경: 정부 '물가 뾰족수' 안보인다…국제유가 폭등에 백약이 무효

•   매경: 교수도 실험실도 부족…예산 빠진 반도체 학과 증원 '속빈강정'

•   매경: 컴퓨터공학도 인재난 심각…정원 규제에 기업 자체양성

•   매경: "산업계 4년 기다릴 수 있나…속성교육 절실"

•   매경: 정권 바뀌자 가까워지는 한일…北 탄도미사일 경보 추적훈련 정례화

•   매경: [단독] 박진, 美국무·상무 만나 '경제안보 2+2 회의' 추진

•   매경: [단독] "갑자기 부가세·수수료 내라니"…美 전자제품 직구족 부글부글

•   매경: 차기 경제학회장에 황윤재 서울대 교수

•   매경: [알립니다] 코로나 이후 세계경제…국제경제학회 세미나

•   매경: '17년전 낡은 세제'에 묶여 있는 해운사 법인세 딜레마

•   매경: 조언자서 선수로 나선 경영인…전략적사고·관리능력 통했다 [스페셜 리포트]

•   매경: 컨설턴트 출신 대기업 CEO 이렇게 많았나…실제 사업 성과는

•   매경: 코스닥 시총 상위 10곳 유동비율 27% '뚝'

•   매경: 'IPO대어' 줄줄이 공모가 하회

•   한경(P1): 파업에 막힌 전국 항만…수출입 '올스톱'

•   한경: 안전운임제 2년…운임 40% 뛰고, 물류비 부담 中企 '직격탄'

•   한경: 尹 "파업, 노사 자율로 해결…정부 개입 최소화해야"

•   한경(P1): 文정부 집값 급등기…자산 증가폭 40대가 가장 컸다

•   한경: 文정부 때 '영끌'한 40대…집값 급등 올라타며 자산 1억 늘었다

•   한경: 생활비로만 번 돈 절반 쓰는 40대…"노후 준비 못해"

•   한경: 금융자산 42% 예적금에…펀드·주식 비중 늘어

•   한경: 금리인상에 더 빨라진 '逆머니무브'

•   한경: "현존 최고기술" 자신감…중국 잡을 LGD '신무기'의 정체

•   한경: 역대급 실적의 힘…올해 대기업 성과급 800만원 육박

•   한경: 메타버스서 주식 거래하는 시대 온다

•   한경: 대기업·빅테크 "CVC, 보여주기용 아닌 생존 수단"

•   한경: 최악 가뭄에 재배면적 급감…꺾일 기미 안 보이는 감자값

•   한경: "반도체 학부 증원으론 인력부족 해결 못해"

•   한경(P1): "이러다 아파트 건설현장 '올스톱'"…화물연대 파업에 '초비상'

•   한경: 금융공공기관 18곳, 정책금융 10년간 1000조 증가

•   한경: "전기차 전환은 中에 유리"…글로벌 자동차 업계 '경고'

•   한경: 악재 이어질 3분기…내 돈 지킬 방패는 '원자재·리오프닝株'

•   한경: 서울 상반기 찔끔 분양…'분상제 개편' 하반기엔 활기 찾을까

•   서경(P1): 코로나 후유증 1만명 조사…치료 가이드라인 만든다

•   서경: "노사정 대타협 '제도적 틀' 시급…불법 행동엔 무관용 대응을"

•   서경: 경사노위 멈추고 고용부는 '갈지자'…노동계 출신 장관, 노사중재 시험대

•   서경: '하루 1000대' 생산 차질…현대차 사무직까지 車 옮긴다

•   서경: ‘임금피크제 폐지’ 노조 요구에…삼성전자 “정당한 절차대로 운영”

•   서경(P1): 글로벌 F&B도 매장없어 발동동…엔데믹에 상권 살아난다

•   서경(P1): 포스코, 13일부터 철강제품 생산 중단…화물연대 파업 피해 '눈덩이'

•   서경: 석유화학 출하량 90% 급감…포스코 "물류 막혀 13일부터 냉연·선재 생산 중단"

•   서경: 301만→1812만원 '6배' 폭등…'세폭탄'에 지갑 텅텅

•   서경: 취득일·보유·거주기간 모두 따져…'징벌세' 전락 [당국도 헷갈리는 부동산세제]

•   서경: 급등한 아파트값 반영 못해…주담대 세액공제 유명무실

•   서경: 삼성 사장단, 반·배 협력 성과 안고 귀국…李, ASML과 장비 협상

•   서경: 삼성전자 글로벌 시총 22위로 7계단 ↓…경쟁사 TSMC는 10위

•   서경: [단독] 증시 부진에…'공모가>프리IPO' 공식 뒤집힌다

•   서경: 대선 후 거래 서울 아파트 44%, 신고가에 팔렸다…서초·용산 주도

•   조선(P1): 현대차, 국내선 ‘적자의 늪’… 1분기 3563억 최대 영업손실

•   조선: 해외 공장 10명이 할일, 국내선 18명이 맡아

•   조선: 노조는 “기본급 인상분, 작년의 2배 이상 올려달라”

•   조선(P1): 尹, 나토 정상회의 참석

•   조선(P1): 90년대 장비에 맡긴 반도체 미래, 서울대 연구실엔 ‘고장’ 딱지가…

•   조선(P1): ‘정부 시행령 통제법’ 발의하는 野

•   조선: 하나둘 사라지는 전셋집… 지난달 임대차 계약 10건 중 6건이 월세

•   조선: “남대문까지 지원자 줄선다”는 금통위원, 공석 한달째인데 관심 못 받네

•   조선비즈: 추경 리스크 사라졌지만 고삐 풀린 국채금리…“최소 두달동안은 상승세”

•   조선비즈: ‘셀코리아’ 5개월째 외국인, 5월 상장주식 1조6100억 순매도

•   조선비즈: ‘탈원전 적자’ 한전 구하려는 정부, 민간 발전사에 소송 당할 판

•   조선비즈: 수박 가격도 인상…“작년보다 최대 32%오를듯”

•   조선비즈: “주식 재미없다”…돈 빼는 동학·서학 개미들 1월 이후 ‘최고’

•   조선비즈: “성장성은 확실한데”… 일진머티리얼즈 인수, 선뜻 못 나서는 이유는

•   조선비즈: “두드려도 안 열리는 韓” 점유율 1% 국내서 설 자리 없는 中 스마트폰

•   조선비즈: 안정 찾는 서울 집값 하반기 괜찮을까… 불안한 전세시장 두고 엇갈리는 전망

•   조선비즈: “운송비 ‘후려치기’ 과열”… 플랫폼 등장에 두 번 우는 용달기사들

•   인베스트조선: 엔데믹發 과도기 맞은 ESG…한국은 돌고 돌아 다시 '거버넌스'로

•   중앙(P1): [한국 우주시대 본격 개막]달 탐사선 ‘다누리호’ 8월 발사, 한국 ‘뉴 스페이스’ 시대 열린다

•   중앙: [한국 우주시대 본격 개막]‘우리별 2호’ 30년 만에 세계 7번째 달 탐사선 보낸다…성공 땐 우주강국 3대 요건 다 갖춰

•   중앙: [한국 우주시대 본격 개막]중국, 인류 최초 달 뒷면 암석 채취…일본, 소행성서 아미노산 발견

•   중앙: [한국 우주시대 본격 개막]로켓 직접 깎고 다듬고, 우주산업 혁명 벼르는 ‘우주키즈’

•   중앙: [한국 우주시대 본격 개막]“국내엔 우주수송업 관련 법도 없어, 모든 게 맨땅에 헤딩”

•   중앙: 50년 만의 최악 인플레, 부자들 뭉칫돈 채권·ELS로 몰려

•   중앙: 한국경제 발목 잡는 슈퍼 엔저…“달러당 140엔 갈 수도”

•   중앙(P1): 尹 '연금개혁' 외쳐도, 손 놓은 당·정·대…"盧정부 땐 바로 착수"

•   중앙(P1): 한·미·일 ‘북 미사일 탐지·추적’ 연합훈련 합의

•   중앙: 원자재값 오르면 납품값 자동인상…법제화냐 자율이냐

•   동아: [단독]박진 “中 왕이, 화상회담서… 글로벌 공급망 블록화 우려”

•   동아: 수장 바뀐 지자체 “조직-정책-슬로건 싹 바꿔”… 공무원 사회 강타

•   동아(P1): 휘발유값 역대 최고치…한미, 금리 또 올릴 듯

•   동아: “일당 50만원”… 인력난에 치솟는 화물기사 몸값

•   동아: “해제땐 유행 증폭” vs “충분히 감당 가능” 논란속 ‘격리 해제 여부’ 17일 발표

•   동아: 하루 10원이상 급등락… 유학생-기업 ‘환율 눈치작전’

•   동아: OLED서 유전체 분석까지… 첨단 산업 경쟁력 ‘슈퍼컴’에 달렸다

•   문화: “4조원대 재정사업 선별해 물가안정 기여”

•   한국: LTV 80%·50년 주담대, 대출 푼다지만… 치솟는 금리가 복병

•   한국: 올해 벌써 12% 오른 아파트 분양가...새 정부서 급등 조짐

•   한국(P1): 김정은, 한미 향해 "정면승부" 불사... 핵실험 '버튼'에 바짝

•   국민: K배터리 3사·美완성차 업체 생존 전략… ‘합작사’의 세계

•   서울(P1): ‘연봉 이내’ 신용대출 한도 새달 풀린다

•   세계: “한국, IPEF 참여로 GDP 최대 2.1% 증가”

•   한겨레: 이미 90%가 무관세인데…“관세율 0%로 돼지고기 값 인하”?

•   경향(P1): ILO ‘일터 안전·건강’ 노동기본권 선언

•   경향: 가격 상승률, 치킨 > 짜장면 > 떡볶이

•   머니투데이(P1): 87조원 시장이 열린다..."전기차 폐배터리는 황금알 낳는 거위"

•   머니투데이: "사람만 인생 2모작 하나요"...죽어도 살아나는 전기차 배터리

•   머니투데이: 매년 10만개' 전기차 폐배터리 어디다 쓰나…"기준이 없어요"

•   머니투데이: "그 배터리 버릴거면 나 줘요, 편의점에서 쓸게요"

•   머니투데이: 꿈꾸던 공무원 합격했는데…"환상 와장창, 철밥통 깨고 나갈래"

•   머니투데이: 식어버린 공시열풍에 정부는 "비상"…경쟁률 하락한 진짜 이유

•   헤럴드경제: 수박 한통 2만2000원…제철과일도 ‘물가 앞에 장사 없다’

•   파이낸셜뉴스(P1): 양도세유예 한달... 여전히 거래가뭄

•   파이낸셜뉴스(P1): 서울대 반도체 계약학과... 105명 정원으로 만든다

•   파이낸셜뉴스(P1): 자고나면 뛰는 물가… 점심 먹기도 장보기도 겁난다 [고물가에 시름 깊은 가계]

•   파이낸셜뉴스: 한화, UAM 통제시스템 개발 착수… 인프라 선점 나섰다

•   아시아경제(P1): 金겹살'에 서민 부담도 '세겹'…kg당 3만원 전망도

•   아시아경제: 7000원 김밥도 무서워…샐러드 찾는 직장인들

•   아시아경제: 삼성전자 2분기도 '역대급 실적' 쓴다…D램값 낙폭 적고 출하량 늘어

•   디지털타임스(P1): [기획] 도 지나친 대기업 앞 민폐 시위, 정부는 수수방관

•   디지털타임스: 尹정부 출범 한 달 지났지만 공정위원장 지명 `깜깜`

•   이데일리(P1): 긴축發 `금리 발작` 양상…가계대출 상환부담 `눈덩이`

•   이데일리: 1만원이면 부동산에 그림까지 산다…조각투자의 세계

•   이데일리: 금융당국 조각투자 가이드라인 마련…'옥석가리기' 시작

•   연합: 오후 9시까지 신규확진 3577명으로 급감…21주만에 4천명 밑

•   연합: 자영업자 절반 이상 "현 최저임금, 경영에 부담…동결·인하해야"

•   연합: 월 553만원 이상 소득자, 7월부터 국민연금 1만3천50원 더 낸다

•   연합: 내달 가스요금 또 오른다…10월에는 전기요금과 동반 인상

•   전자신문(P1): 尹 정부, 탄소중립·에너지 전환 정책 다시 세워야

•   전자신문: [대한민국 대전환 'ON'] 尹정부, 실현 가능한 탄소중립…합리적 에너지 믹스 과제

•   전자신문: [대한민국 대전환 'ON'] 산업계, 탄소중립 기술 개발 속도전 나서

•   전자신문: [대한민국 대전환 'ON'] 국토교통 탄소중립 "패러다임 대전환 필요"

[Opinions]

•   Project Syndicate(Barry Eichengreen): Economic Consequences of a Ukraine Peace

•   Project Syndicate(Diane Coyle): Rethinking Supply Chains

•   Project Syndicate(William A. Haseltine): The Virus Is Still Winning

•   Project Syndicate(Nancy Qian): China’s Great Wall of Public-Health Distrust

•   FT(Editorial Board): This is no time for western resolve to ebb over Ukraine

•   FT(John Gapper): A tangle of cables is the price for Apple’s innovation

•   FT(Martin Sandbu): Economic thinking is at a crucial inflection point

•   FT(John Plender): Market mispricing of risk will continue

•   FT(David Sheppard): The world must brace itself for a further surge in oil prices

•   FT(James Kynge): The human and economic cost of China’s zero-Covid strategy is mounting

•   FT(Jane Green): Rising economic insecurity is the real danger to the Conservative majority

•   FT(Anne-Sylvaine Chassany): Macron’s missteps obscure France’s support for Ukraine

•   FT(Rosa Balfour): Europe must not allow the momentum for expansion to slip

•   FT(Leo Lewis): The rise and rise of Japan’s unsackable slacker

•   WSJ(Editorial Board): Rumors of Eurozone Monetary Tightening

•   WSJ(Editorial Board): The Fed and Reserve Trust Revisited

•   WSJ(Editorial Board): The Iranian Nuclear Deal Dream Never Dies

•   WSJ(Editorial Board): ‘Peak Inflation’ Keeps Peaking

•   WSJ(Editorial Board): Boris Johnson’s Tax Trials

•   WSJ(Sadanand Dhume): Hindu Nationalism Threatens India’s Rise as a Nation

•   WSJ(Terry Wanzek): A Solution to the Wheat Shortage: Genetically Modified Crops

•   WSJ(Adam O’Neal): Lessons From a Decade of Talking to Putin

•   WSJ(Niall Ferguson, Manny Rincon-Cruz): Sick Stablecoins Can’t Infect Financial Markets

•   WSJ(Thomas J. Duesterberg): The Costly Contradictions of Biden’s Crusade for Green Energy

•   NYT(Charles M. Blow): Trump Is Still a Threat

•   WP(Editorial Board): $5 gas is largely Putin’s fault

•   WP(Fareed Zakaria): The best China strategy? Defeat Russia.

•   Bloomberg(Robert Burgess, Elaine He, Eliza Winger): How Close Are We Really to 1970s-Style Inflation?

•   Bloomberg(David Fickling): It’s Time to Get Biofuels Out of Your Gas Tank

•   Bloomberg(Tyler Cowen): Politics Have Distorted Americans’ Views of the Economy

•   Bloomberg(John Authers): ECB's Hawks Summon Shadows of Europe's Sovereign Debt Crisis

•   Bloomberg(Shuli Ren): If You Think China Cares About Investors, Think Again

•   Bloomberg(Therese Raphael): Build Back a Better Ukraine? Better Get Started

•   CNN(David Masciotra): The surprising reason for Joe Biden's low approval rating

•   MarketWatch(Rex Nutting): Inflation is now rooted in the necessities of life. Which means the Fed has little hope of lowering the cost of living without throwing millions out of work