Global Economic Monitor 220620

(Introduction)

[Markets]

•   Global: Stocks in biggest weekly loss since 2020 on interest-rate worries

※   BOJ an outlier as leading central banks raise rates

※   Investors’ recession fears grow

※   Lagarde comments soothe euro zone debt markets

•   Japan: Yen sinks as BoJ sticks to ultra-loose monetary policy

•   Natural gas: European Gas Surges 50% This Week as Moscow’s Cuts Roil Markets

•   Metals: Copper extends downturn on fears of recession, weak demand

•   Grains: Wheat falls on harvest pressure, firmer dollar

•   Cryptocurrency: Bitcoin’s Price Climbs Above $20,000 After Sharp Crypto Selloff

•   한국: 코스피 장중 2,400 붕괴…삼성전자 '5만전자'로 털썩

[Indicators]

•   US May Industrial production: U.S. Industrial Production Eased in May, Adding to Signs of Economic Slowdown

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

•   UK Weekly Job postings: UK Job Vacancies Hit Another High in Sign of Tight Labor Market

•   한국 1분기 FDI: 국내서 빠져나간 해외직접투자액 254억달러‘사상 최고’

•   한국 4월 국가산업단지 산업동향: 내수 부진·공급난에…4월 산단 가동률 0.6%P↓

•   한국 4월 기업 회생 및 파산 신청: “재기? 꿈도 못꿔”… 회생 대신 파산 택하는 기업들

•   한국 주간 아파트 수급동향(부동산원): 금리 인상 충격 확산…아파트 매매수급지수 6주 연속 꺾였다

[News]

•   WSJ: Ukraine’s Farmers, Contending With Stolen Grain and Mined Fields, Now Say Land Is Being Seized

•   WSJ: Ukraine’s Farmers Start Harvest With Few Places to Store Grain

•   WSJ: Ukraine Uses Western Harpoon Missile System to Sink Russian Tugboat

•   WSJ: Putin Blasts the West, Says Sanctions on Russia Over Ukraine Are Backfiring

※   ‘The idea was clear: crush the Russian economy violently,’ the Russian leader said. ‘They did not succeed.’

•   WSJ: Russians Hunt for Spies at Ukrainian Nuclear Power Plant

•   WSJ: Russian Escalations in Syria Risk Direct Conflict With U.S., Military Officials Warn

•   WSJ: Losing Troops in Ukraine, Russia Grapples With Its Manpower Problem

•   WSJ: Ukraine Intensifies Strikes Against Russian-Controlled Areas

※   Donetsk comes under worst artillery barrages since fighting erupted there in 2014, as Russia hits cities across Ukraine with missiles

•   WSJ: Recession Probability Soars as Inflation Worsens

※   Economists see interest-rate increases raising likelihood of recession to 44% in coming 12 months

•   WSJ: New York Fed Model Sees High Probability of Hard Landing for Economy

※   FRBNY: The New York Fed DSGE Model Forecast—June 2022

•   WSJ: Fed’s Waller Supports 0.75-Percentage-Point Rate Hike in July

※   Fed is ‘all in’ on re-establishing price stability, governor Christopher Waller says

•   WSJ: Fed’s George Said Her FOMC Dissent Was Tied To Concern Over Size of Rate Rise

•   WSJ: Interest Rates Are Well Below What Academic Formulas Suggest, Fed Report Says

※   Fed: Monetary Policy Report

•   WSJ: The Myth of the Central Bank ‘Soft Landing’

•   WSJ: The Tiny Loophole That Understates the Trade Deficit With China

•   WSJ: How to Know When Switching Jobs Could Get Harder

•   WSJ: Energy Inflation Derails Biden’s Climate Agenda

•   WSJ: Gasoline Tax Holiday ‘Worth Considering,’ Yellen Says

•   WSJ: Democrats Expect Joe Biden to Run in 2024. They’re Less Sure If He Should.

•   WSJ: Biden’s Long Deliberations Over Some Key Policy Decisions Frustrate Democrats

•   WSJ: Mike Pence Considers 2024 Bid as Jan. 6 Hearings Remind Voters of His Break From Trump

•   WSJ: FDA Authorizes First Covid-19 Vaccines for Young Children

•   WSJ: Rising Inflation and Interest Rates Heap Pressure on Emerging Markets

•   WSJ: Colombia’s Election Is Latest Blow to Latin America’s Political Center

•   WSJ: Japan’s Kuroda Says He Won’t Raise Rates, Even With Weak Yen

•   WSJ: WTO Nations Agree to Ease Patent Rights to Boost Covid-19 Vaccine Supplies in Poorer Nations

•   WSJ: Crypto Hedge Fund Three Arrows Capital Considers Asset Sales, Bailout

•   WSJ: The Crypto Party Is Over

•   WSJ: A Crypto Bankruptcy Could Be Investors’ Nightmare

•   WSJ: The Unraveling of Robinhood’s Fairy Tale

•   WSJ: The Lords of Money Pose Massive Threats to Markets

•   WSJ: Recession Fears Surge Among CEOs, Survey Suggests

•   WSJ: AT&T, Verizon to Phase In More 5G Service Near Airports

•   WSJ: Self-Driving Big Rigs Are Coming. Is America Ready?

•   WSJ: SpaceX Fires Employees Involved in Letter Critical of Elon Musk, Company

•   WSJ: Elon Musk Can’t Be Twitter’s Technoking Without Loyal Subjects

•   WSJ: Volkswagen Should Rethink China Presence, Says Union Leader

•   WSJ: TikTok Says All Data for U.S. Users Now Routed to Oracle Cloud

•   WSJ: Glencore Made More Money Trading Commodities in Six Months Than It Expected All Year

•   WSJ: Tech Layoffs Might Ease IT Hiring Woes

•   WSJ: Retailers’ Inventories Pile Up as Lead Times Grow

•   WSJ: Apple Employees at Maryland Store Vote to Unionize

•   WSJ: Mining Firms’ Cautious Spending Threatens Shift to Green Energy

•   WSJ: Western Lakes Shrink From Drought, and Boat Businesses Struggle

•   WSJ: Hot Housing Market Keeps Home Foreclosures at Bay

•   WSJ: Can We Develop a Covid-19 Vaccine That Lasts?

•   WSJ: What Inflation? The Super Frugal Say They Were Made for This Moment

•   NYT: Russians Breached This City, Not With Troops, but Propaganda

•   NYT: Death in Ukraine: A Special Report

•   NYT: Despite Growing Evidence, a Prosecution of Trump Would Face Challenges

•   NYT: Republican Drive to Tilt Courts Against Climate Action Reaches a Crucial Moment

•   NYT: China Launches Third Aircraft Carrier in Major Milestone for Xi Jinping

※   The vessel, named Fujian after the Chinese province that sits across from Taiwan, is China’s most modern.

•   NYT: French Nuclear Power Crisis Frustrates Europe’s Push to Quit Russian Energy

•   NYT: Fears Grow Over Iran’s Nuclear Program as Tehran Digs a New Tunnel Network

•   NYT: Trump’s Shadow Looms Over Fading Iran Nuclear Talks

•   NYT: Ukraine’s Death Workers: ‘If You Take It All Close to Heart, You Go Mad’

•   NYT: The Coin That Could Wreck Crypto

•   NYT: With Funding Stalled, Chip Makers Warn Congress the U.S. Is Lagging

•   NYT: BTS Ponders Its Future, and South Korea’s Economy Warily Takes Note

•   WP: Fed’s interest rate hikes may mark start of tough new economic climate

•   WP: A recession ‘is not inevitable,’ W.H. says — again and again

•   WP: White House exploration of gas rebate cards complicated by chip shortages

•   WP: With scant options in Ukraine, U.S. and allies prepare for long war

•   WP: A string of climate disasters strike before summer even starts

•   WP: Ukraine war pushes global displaced to record high, U.N. says

•   WP: Heat wave breaks records in France, kills baby birds in Spain

•   WP: Indian military’s ‘path of fire’ recruitment plan sparks mass unrest

•   WP: ‘Day Zero’ water crisis looms on South Africa’s eastern cape

•   FT: Brussels calls for Ukraine to become official candidate for EU membership

※   Recommendation requires unanimous support from bloc’s 27 members at leaders’ summit next week

•   FT: Hungary withdraws support for minimum corporate tax in EU

•   FT: Emmanuel Macron on course to lose majority in French assembly

※   Left-green alliance and resurgent far right will challenge government’s reform agenda

•   FT: Germany fires up coal plants to avert gas shortage as Russia cuts supply

※   Emergency move is ‘bitter but essential’ to ease threat of energy shortage, economic minister Robert Habeck says

•   FT: EU fears of being held to ransom by Russia over gas become a reality

•   FT: Ukraine weighs up impact of EU leaders’ trip to Kyiv

•   FT: Johnson makes surprise Kyiv visit for talks with Zelenskyy

•   FT: Ukraine turns to EU as Russian invasion cuts off regular fuel supplies

•   FT: Mikhail Khodorkovsky: ‘Putin has embarked on a route that is going to lead to his demise’

•   FT: EU plans sanctions if partner countries breach labour and sustainability rules

•   FT: Time for strong medicine: How central banks got tough on inflation

•   FT: The WTO’s marathon exercise in staying alive

•   FT: EU and India to restart trade talks after decade-long gap

•   FT: Covid hospital admissions rise in Europe as sub-variants fuel new wave

•   FT: The EU’s uneasy steps in securing judicial reform in Poland

•   FT: Gramercy sees value in buying up indebted China real estate

•   FT: Spain’s conservative opposition wins decisive victory in Andalucía

•   FT: Bank of England accused of going soft on inflation

•   FT: Looming wave of UK industrial action unnerves government

•   FT: UK lenders raise mortgage rates ahead of further anticipated BoE hikes

•   FT: Did UK inflation steady last month after April’s surge?

•   FT: Corporate America seeks to halt SEC climate rule

•   FT: Fed’s Mester says returning inflation to 2% will take ‘a couple of years’

•   FT: Leftist Gustavo Petro wins Colombian presidency

※   Victory for the former guerrilla gives South American country its first truly leftwing leader in recent history

•   FT: Populist’s push for Colombia presidency backed by fervent hometown support

•   FT: UN climate talks end in acrimony and accusations of betrayal

•   FT: Libya oil output holds up despite port shutdowns and protests

•   FT: Chinese state-owned company accused of endangering rare orang-utans

•   FT: Extreme weather wave heats northern hemisphere and freezes the south

•   FT: Japan ‘odd one out’ in pursuing vast bond-buying programme

•   FT: The Bank of Japan will not be bullied

•   FT: Corporate bond funds bleed billions as Fed ramps up inflation fight

•   FT: Should investors step back into emerging markets?

•   FT: How ESG strategies hurt emerging markets

•   FT: Global trade is not going into reverse, says Maersk boss

•   FT: How Disney lost Florida

•   FT: China’s locked-down urbanites heed call of the wild, driving boom for outdoor goods

•   FT: Carmakers navigate a rocky road towards zero emissions

•   FT: Employers test new approach to plug skills gap in engineering

•   FT: Ukraine war hits global timber trade and adds to risks for forests

•   Bloomberg: US Rejects China’s Claims Over Taiwan Strait as Concerns Grow

※   Biden has been briefed, his team consulting with allies

•   Bloomberg: China Conducts Successful Anti-Ballistic Missile Test

•   Bloomberg: Biden Says He and China’s Xi to Talk ‘Soon,’ Weighing Tariffs

※   US president in process of deciding on any China tariff action

•   Bloomberg: Russia’s Energy Tactics Spur Push for Price Cap Talks at G-7

•   Bloomberg: Fed’s Inflation Battle to Strip Workers of Rare Bargaining Power

•   Bloomberg: Biden Aide Says Inflation Fight Can Advance If Congress Helps

•   Bloomberg: Summers Sees Risk of US Unemployment Needing to Climb Toward 6%

•   Bloomberg: French Finance Minister Says Companies Should Increase Pay

•   Bloomberg: Bank of England and Sunak Set to Step Up Fight Against Inflation

•   Bloomberg: German Coalition Drafting Package to Ease Energy Costs

•   Bloomberg: ECB’s Rehn Underscores Commitment to Contain Bond-Market Panic

•   Bloomberg: Italy May Trigger Emergency Gas Plan If Russian Curbs Continue

•   Bloomberg: Hong Kong Lawyers Are The Next Target of Xi’s National Security Law

•   Bloomberg: Xi Says China’s Corruption Still Severe and Complicated

•   Bloomberg: China Steps Up Testing as US Envoy Warns of Investment Chill

•   Bloomberg: Brazil’s Bolsonaro Says Congress Will Investigate Petrobras

•   Bloomberg: Bolsonaro Rages at Petrobras as Fuel Threatens Re-Election

•   Bloomberg: Sri Lanka’s Economy Grinds to Halt as Fuel Supplies Run Dry

•   Bloomberg: How Japan Achieved One of The World’s Lowest Covid Death Rates

•   Bloomberg: Crypto Market Starting to See Even Old-Timers ‘Panic Selling’

•   Bloomberg: Fed’s Big Rate Hike Unearths Bounty in Pockets of Emerging World

•   Bloomberg: Corporate Loan Rates Head Higher in Europe

•   Bloomberg: Wall Street Alarms Bell as 60/40 Set for Worse Quarter Than 2008

•   Bloomberg: ESG Funds Are Losing Less in the Market Slump So Far

•   Bloomberg: ECB Tool to Avert Debt Crisis 2.0 Takes Shape as Market on Edge

•   Bloomberg: In Prevalence of Selling, This Is a Market Rout Without Equal

•   Bloomberg: Yen’s Drubbing Shows FX Market Will Test Resolve of the BOJ

•   Bloomberg: Massive Oil Refining Capacity Idle in China Even as Prices Soar

•   Bloomberg: OPEC+ Begins Grappling with Next Move as US Presses for More Oil

•   Bloomberg: Global Energy Crunch is Making Gas Too Pricey for Asia

•   Bloomberg: Half of LA Port’s Truck Gates Go Unused Ahead of Peak Season

•   Bloomberg: Will Home Prices Fall? Builders Offer Discounts as Mortgage Rates Rise

•   Bloomberg: More Than 100 EU Companies Still Operating in Russia, Study Says

•   Bloomberg: Four-Day Work Week? Flexible Schedules Gain Traction as Employee Perk

•   Bloomberg: Soaring Electric-Car Prices Mean Fewer Middle Class Buyers Can Afford Them

•   Bloomberg: How the Energy Market Buckled in a Fossil-Fuel Superpower

•   Bloomberg: Oil Producers Are Planning the World’s Biggest Floating Wind Farm

•   Bloomberg: Inflation Turns EVs Into Luxury Items, Threatening Broader Electric Shift

•   Reuters: U.S. economy has 40% chance of being in recession next year, Bank of America says

•   Reuters: Heatwave puts Europe's energy systems to the test

•   Reuters: Germany's debt interest payments could soar next year, finance minister warns

•   Reuters: Businesses must help cut cost of living, UK government adviser says

•   Reuters: Exclusive: India's Russian coal purchases spike despite sanctions

•   Reuters: Codelco unions ready strike after troubled Chile smelter shuttered

•   Reuters: Exclusive: China firms in advanced talks with Qatar for gas field stakes, LNG offtake

•   Reuters: OPEC's Barkindo says common objective with non-OPEC partners is market stability

•   Reuters: Early Omicron infection unlikely to protect against current variants

•   Reuters: Exclusive: China's central bank accepts Ant's application for financial holding company

•   Reuters: Analysis: Emmanuel Macron learns the art of compromising the hard way

•   Reuters: Analysis: French left pulls off election gamble, but unity going forward not so easy

•   AP: Inflation taking bite out of new infrastructure projects

•   AP: EXPLAINER: How did Russia-Ukraine war trigger a food crisis?

•   CNN: Chipmakers brace for more trouble as Russia limits exports of rare gases

•   CNBC: Look for more selling pressure in week ahead as investors learn the hard way not to fight the Fed

•   CNBC: Why the $2 trillion crypto market crash won’t kill the economy

•   CNBC: Too big to sanction? A large Russian bank still operates freely because it helps Europe get Russian gas

•   CNBC: China’s property troubles have pushed one debt indicator above levels seen in the financial crisis

•   MarketWatch: Bitcoin’s nosedive is a Minsky Moment for crypto: ‘Psychologically for a lot of people, this is galling’

•   MarketWatch: History says the next bull market is just months away, and it could carry the S&P 500 to the 6,000 level, according to Bank of America

•   SCMP: Chinese President Xi Jinping warns against international decoupling in Russia speech

•   SCMP: ‘Optimise’ zero-Covid or risk investment, says ex-finance minister

•   SCMP: China, US gas trade increase could help lift relations from ‘worst in history’, ex-official says

•   SCMP: China manufacturing: fresh lay-offs in the Pearl River Delta add to worries over economic slowdown

•   SCMP: Next US election may prove most dangerous time for Taiwan, warns veteran US diplomat Chas Freeman

•   SCMP: How the US’ Xinjiang labour law has crippled China’s cotton industry before even entering effect

•   SCMP: China’s 618 shopping bonanza finds young buyers wary as Covid stings economy

•   SCMP: Post-lockdown Shanghai among top spending cities during China’s 618 online shopping extravaganza

•   SCMP: BTS: US$3.5 million Proof album purchase shows V’s fans in China are undeterred by Beijing’s K-Culture crackdown

•   Caixin: China Green Bulletin: Building a Climate-Resilient Society by 2035

•   Nikkei Asia: Japan to subsidize TSMC's Kumamoto plant by up to $3.5bn

•   Nikkei Asia: Russian warships pass south of Tokyo: Japan's Defense Ministry

•   Nikkei Asia: With prices rising, Japanese parties promise wage hikes to voters

•   Nikkei Asia: Sony steps up image sensor tech, targeting 60% market share

•   Nikkei Asia: Yoon's push for South Korea-Japan thaw meets hesitancy in Tokyo

•   Nikkei Asia: 46% in Japan want BOJ to halt ultraloose policy: Nikkei poll

•   Nikkei Asia: Kishida cautious about Japan acquiring nuclear-powered subs

•   Nikkei Asia: Which companies spend most on workers? Japan to launch metrics

•   Nikkei Asia: Asia takes lead even as global IPO market contracts

•   Nikkei Asia: TSMC says it will make ultra-advanced 2nm chips by 2025

•   Nikkei Asia: Sony's virtual production tech thinks outside the green screen

•   Mainichi: Japan's NTT to begin remote work as norm for 30,000 employees in July

•   Economic Times: Normal monsoon, interest rate cut key to bringing down inflation by year end, say economists

•   Economic Times: Fed's uncommon 75 may push RBI to go for steep hikes

•   Economic Times: Excess money in the system not inflationary: RBI paper

•   매경(P1): 尹대통령 "부자감세라니…文정부 징벌적 과세"

•   매경(P1): 韓 상속·증여 세수비중 OECD國 평균의 2.5배

•   매경(P1): [단독] 세계최대 코인거래소 "한국서 사업 기회 모색"

•   매경: 이더리움·바이낸스의 창시자 "흔들리는 가상화폐, 과도기일뿐"

•   매경: "스타트업 버블붕괴? 최고 혁신기업들은 위기때 태어났다"

•   매경: 믿었던 국민주 줄줄이 반토막…개미 "증시가 지옥 같아요"

•   매경: 신저가 종목 900개 쏟아져…빚투 개미, 강제매도 내몰린다

•   매경: [단독] 산 마구 헤집는데…규제 비껴가는 태양광

•   매경: 최저임금 차등적용 내년에도 없던 일로

•   매경: 누리호 센서 문제 해결…21일 다시 우주 향한다

•   매경: 이창양, 원전 수출 시동…26일 체코·폴란드 출장

•   매경: "안전운임제 법제화해라"…화물연대 재파업 으름장

•   매경: 보조금 중국이 싹쓸어가네…전기 이륜차도 중국산 공습

•   매경: 1t 전기트럭 사러 갔다 깜짝 놀란 김사장…"중고차가 800만원 비싸네"

•   매경: 카카오, 내달부터 '격주 주4일' 근무…시범운영후 내년1월 정식시행

•   매경: 몸집 키우는 K물류…삼성도 본격 참전

•   매경: 대내외 복합 위기…SK CEO 머리 맞댔다

•   매경: 생산현장서 고졸 필요한데…반도체 특성화고 1곳뿐

•   매경(P1): 대기업 노조 "월급 올려달라" 또 압박…물가 인상에 기름 부을라

•   매경: 삼성전자 노조 "영업익 25% 성과급 달라"

•   매경: 해외도 잇단 임금인상…물가상승 자극 악순환

•   매경: 최저임금 30% 올리라는 勞…내년 물가 5%상승 압박

•   매경(P1): 유류세 37% 인하…ℓ당 57원 내린다

※   기재부: 제1차 비상경제장관회의 개최

•   매경: 대중교통 카드 소득공제 2배로 늘리고…감자·마늘 비축량 방출

•   매경: "수출 진흥책으로 원화 추가적 약세 막는게 물가 대책"

•   매경: "우리 할머니까지 주문한다는데"…새벽배송, 3년새 5배 커진다

•   매경: "하나에 4000만원"…새벽배송에 꼭 필요한 이것, 3년만에 가격 1400만원 '쑥'

•   매경: "기업이 사업기회 빨리 잡도록…통계 제공 시차 좁힌다"

•   매경: [단독] 정부 공적연금개혁위 이르면 3분기 출범

•   매경: 경유 리터당 3000원 찍었는데…기재부 물가국장은 3개월째 공석

•   매경: 공정위, 기업 고발기준 완화

•   매경: "파이낸셜스토리 다시 짜라" 최태원, 新경영 독한 주문

•   매경: 외국인 발빼는 한전, 증권사마저 손뗀다…사실상 '팔아라' 신호

•   매경: "법인세 낮춘다고?"…지주사·IT 기대감

•   매경: 전세 대란에…정부, 임대 늘리고 대출 확대

•   매경: 뉴욕 400만원, 도쿄 60만원…비행기값 급등에 '보복 해외여행' 사라졌다

•   한경(P1): 또 탁상 물가대책…"1.8% 관세 없앤다고 빵값 떨어지겠나"

•   한경: 감자가 '金자' 됐는데도 미국·호주서만 수입하라니…

•   한경: 수박값 등 '두더지 게임'처럼 오르는데…농정은 '천수답'

•   한경: "도대체 언제 오르나" 개미들 절규…4가지 추세 상승 신호는?

•   한경: "코스피 역사적 과매도…금융위기급 충격 없다면 2300선이 저점"

•   한경: 한경연 "韓 상속세율, OECD國 최고 수준"

•   한경: "경기 둔화 우려"…정부, 2년3개월 만에 첫 언급

※   기재부: [보도참고] 2022년 6월 최근 경제동향

•   한경: '쓰리高'에 속 쓰린 항공사들

•   한경: 전기차 충전요금, 결국 동결로 가닥

•   한경: 쏟아지는 자사주 매입…추격 매수 괜찮을까

•   한경: "법인세 인하, 기업 순이익 4% 증가 효과"

•   한경: "호가 2억 낮춰도 찾는 사람 없다"…매물 쌓이는 노·도·강

•   한경: "한 달 2억씩 벌었는데 이젠 한계 몰렸다"…인쇄소 '비명'

•   한경: "우체국 총파업 철회"…'택배 대란' 피했다

•   한경(P1): 한국, 최저임금만 '극일'…日 최고 도쿄 추월 눈앞

•   한경: 中企 절반 "최저임금 오르면 고용 줄일 것"

•   한경: 경제력 격차 여전한데…日 지자체 44곳보다 최저임금 더 받는 韓

•   한경: 獨 좌파정권 무리수에…"유럽의 병자로 돌아갈 거냐"

•   한경(P1): 美 401k처럼…한국도 '연금 백만장자' 길 열린다

•   한경: "손실 리스크보다 무서운 장수 리스크…원리금 보장형 선택은 무책임한 결정"

•   한경: '파이어족' 잡아라…연금으로 암호화폐도 투자

•   한경: 기준금리 인상폭·속도 놓고 논란…4대 쟁점은

•   한경: 문재인 정부 경영평가서 재무지표 비중 줄여

•   한경: 적자나도 성과급 잔치…'연봉 1억' 4년새 5→20곳

•   한경: 公기관 5년간 18개 늘어 350개…기능 중복에도 만들고 보는 국회

•   한경: 정권 입맛 맞춰 '묻지마 투자'…한수원 부채 27조→39조

•   한경: "구글 인앱결제 수수료율 인상…국내 이용자 年 690억 더 써야"

•   한경: "순환근무·연공서열 싫어 탈출했어요"…은행원들 잇단 이직

•   서경(P1): 차원 다른 '4無의 늪'…더 깊고 긴 위기 닥친다

•   서경(P1): [단독]정부 '국가 반도체 후공정 R&D 센터' 짓는다

•   서경: [단독] "후공정 투자없인 현상유지 못해"…8년내 점유율 6→21%로 올린다

•   서경: "부가세·유류세 내려 서민부담 덜고…구조개혁 통해 경제체질 확 바꿔야"

•   서경: 집값 '반토막' 세종…"그래도 남는다?" 줍줍 1만명 몰려

•   서경: 반도체학과 가면 취업 보장?…고심하는 학생·학부모

•   서경: 임원진 등 '내부자들' 스톡옵션 먹튀 막는다

•   서경(P1): [단독] 5월까지 179곳 문 닫아…'산업 심장'이 멈춘다

•   서경: 축구장 700개 규모 텅텅…"이 속도면 올 800여곳 문닫을 판"

•   서경: 돈줄 끊긴 스타트업 "희망고문도 이젠 한계"

•   서경: '일상회복'커녕…자영업 매물도 3.5배↑

•   서경(P1): 벼랑 끝 내몰린 韓경제…'규제 루프홀' 제거하라

•   서경: 규제 혁신 없는 '민주성'은 공염불…총괄 컨트롤타워 절실

•   서경: 발의한 의원도 모르는 규제법안…'묻지마 입법' 제어장치 서둘러야

•   서경: 다중소송 땐 투기자본 먹잇감…‘100% 자회사’로 대상 축소를

•   서경: LG엔솔·SK온, 韓선 합작투자 못해…‘증손회사 지분규제’ 손질 필요

•   서경: '퇴임 코앞' 공기업 사장들…기사 반박 팔 걷은 이유는[세종시 돋보기]

•   서경: "최저임금, 고용에 영향 없어"…'소주성' 설계자의 궤변

•   서경: 전기·가스료는 결국 올린다

•   서경: "내년까지 세계교역 둔화…韓 타격 불가피"

※   한국은행: 해외경제 포커스(제2022-15호)

•   서경: LG, 최고 권위 학회서 '초거대 AI' 기술력 증명

•   서경: 급락장에 ‘공매도 폭탄’…7일간 4.2조 쏟아졌다

•   서경: 하루 300억 웃도는 반대매매에 '빚투' 개미 '패닉'

•   조선(P1): 巨野 “법인세·종부세 인하 반대”… 尹정부 경제정책 출발부터 제동

•   조선: 입국 전후 PCR 의무화, 한국 등 8國뿐

•   조선: 점심 순대국에 커피 마시면 1만5000원… 직장인 ‘한숨’

•   조선: 24일부터 저소득층 227만가구에 긴급생활지원금 1조원 지급

•   조선: 출산많은 1~4월도… 신생아 역대최저 8만명

•   조선: 4월 사망자 41% 늘어… 코로나 ‘초과사망’ 여전히 많았다

•   조선: 식품업계의 비명 “재료값 매달 50~80% 뛴다”

•   조선: 항공업계 살아난다는데… 저비용항공사가 ‘무급휴직 신청’ 받는 까닭

•   조선: [단독] 17개국 가운데 한국만 DSR 5년간 10% 넘게 증가, 원리금 상환 부담은 더 커진다

•   조선: [단독] 대출 원리금 부담 증가속도 ‘5년새 18%’ 한국 1위

•   조선비즈: S의 공포, 이번에도 집값 끌어내릴까… “양극화 지속” 의견 우세

•   조선비즈: 中 CATL, 韓 배터리사 주력 삼원계 배터리에 도전장

•   조선비즈: “전 세계 식량·비료 수출제한 57건… 국내 농수산물 가격 상승”

•   조선비즈: 아파트 대신 신사업, 건설사, 날개 달았다

•   조선비즈: [르포] 인건비 두배 됐는데 일손 구하기도 어려워… ‘금값’된 수박에 농민·소비자 아무도 못 웃어

•   조선비즈: 도심항공에 2100억원 쏜 한화… 매출은 2025년부터

•   조선비즈: 4대 강국 목표, 양자기술 추격 나선 韓… 美와 기술격차 4년

•   조선비즈: 불안한 증시에도 유틸리티는 올랐다… 2분기 업종별 지수 중 유일하게 3% 상승

•   조선비즈: 수만개 재고를 로봇끼리 척척… 첫 1등급 스마트 물류센터 가보니

•   조선비즈: 국내 증시 칼바람… 인플레이션 방어주 리츠도 고전

•   조선비즈: 자율주행 로봇이 전기차 찾아가 충전해준다

•   인베스트조선: 5년 미뤄온 숙제 마주하는 삼성…인사 손질 마친 뒤 전략회의 돌입

•   인베스트조선: 벤처 투자 혹한기에도 햇볕 받는 '기후테크'

•   중앙: 재산분 건보료 12~16% 줄어든다…10억 1주택자면 얼마나?

•   중앙: 득템한 줄 알았는데 백화점보다 비싸…면세점의 배신, 무슨일

•   중앙: 국내 1위라더니…카카오모빌리티 매각설 왜 나오나

•   동아(P1): “美 올해-내년 마이너스성장” 한국기업들 비상경영 준비

•   동아: 원자재값 오르고 환율 불안… “10조 투자계획, 부담 1조 늘어날 판”

•   동아(P1): [단독]IAEA 총장 “北 풍계리, 연쇄 핵실험 징후”

•   동아: “NFT도 죽어간다”… 올들어 거래 76% 급감

•   동아: MZ “기름값 아끼자”… 나들이도 ‘카풀’

•   동아: “이자 무서워”… 2억 내린 잠실 급매물도 안팔려

•   동아: 역대급 가뭄 원인으로 지목된 ‘라니냐’… 앞으로 더 잦아질 수 있다

•   동아: 이산화탄소, 땅에 묻으면 지진 위험? “압력 낮추면 괜찮아”

•   동아: 새 기능 학습 없이 조립하면 끝… ‘광통신 AI칩’ 나와

•   문화: 런던에 맞춰… 외환시장 오전2시까지 개장

•   한국(P1): [단독] 금융당국, '동학개미운동' 주창자 존리 대표 불법 투자 의혹 조사

•   한국: '퍼펙트 스톰' 눈앞인데... '무풍지대' 국회서 잠자는 민생법안

•   한국: 서해 공무원 피격·블랙리스트 수사 돌출... 원 구성 진전에 '먹구름'

•   국민: 벼랑 끝 둔촌주공… 상환 통보 사업비 누가 갚아야 하나

•   서울(P1): [단독] 尹정부 ‘강제동원 배상’ 민관협력기구 이달 출범

•   서울: 경총 “한국 산재 예방, 획일적 규제… 업종별 정책 만들고 조직 일원화를”

•   세계(P1): ‘날뛰는 기름값’… 경유 ℓ당 2100원 돌파

•   세계(P1): 가격·인프라↑ 100대 1 경쟁… ‘임대아파트=가난 상징’ 통념 깨져

•   한겨레: 스마트폰 시장 축소 현실화…삼성에겐 ‘믿을 건 폴더블폰’

•   경향(P1): 윤석열 정부 ‘탈규제’…존재감 커지는 재계

•   경향: 노조원 아닌 ‘노동이사’···노동자 편에서 끝까지 싸울 수 있나

•   머니투데이(P1): "원전 수출, 대통령이 나서야"...첫 승부처 체코 "韓기술 인정"

•   머니투데이: 한국형 원전 'APR1400'이 세계 최강인 이유

•   머니투데이: SMR은 수출 새먹거리…세계 각국이 韓원전 도입 '저울질'

•   머니투데이: "왕년의 원전 선도국인데..." 원전 3배로 늘린다는 나라, 어디?

•   머니투데이: [르포]"빚내서 버텼지만…이제 폐업 준비" 무너져 내린 韓 원전 생태계

•   머니투데이: 한계 다다른 원전 업계의 호소 "일감·금융·행정 지원, 다 있어야 산다"

•   머니투데이: 尹대통령이 약속한 원전 최강국, '핵연료 저장시설'에 달렸다

•   머니투데이: "물가 치솟는데.." 아파트 분양가 더 오른다..규제완화 '딜레마'

•   머니투데이: 돌잔치 1번에 환갑잔치 2.97번..'인구절벽' 대한민국의 현주소

•   머니투데이: "서울도, 지방도 아이 못낳아"…380조 헛돈 쓴 저출산·고령화 정책

•   머니투데이: 尹정부 저출산위 '개점휴업'..인구정책 구심점 안보인다

•   머니투데이: 노인연령 '65세→70세' 바꿔야…정년연장 안하면 일 할 사람없다

•   헤럴드경제(P1): [알림] ‘이노베이트코리아 2022’가 열립니다

•   파이낸셜뉴스(P1): [단독] 이재용 "기술, 기술, 기술"… 삼성, 3나노 전담팀 만든다 [김경민의 적시타]

•   파이낸셜뉴스(P1): 투자 끊긴 바이오벤처, 데스밸리에 갇히다 [돈줄 마른 바이오벤처]

•   파이낸셜뉴스: 2025년 ‘2나노 GAA 공정’ 양산… 3년내 TSMC 잡는다 [삼성 파운드리 승부수]

•   파이낸셜뉴스: 법인세 감면 최대 수혜는 반도체… 삼성전자·SK하이닉스, 2조 투자여력 생긴다

•   파이낸셜뉴스: 2분기 美 주식 매매액 31% '뚝'… 서학개미도 한계 왔나

•   파이낸셜뉴스: 조선 빅3, 수주 목표 61% 달성… 2분기 실적 반전 노린다

•   파이낸셜뉴스: 반도체난·파업에도 잘 달린 현대차... 8년만에 분기 영업익 2조원 기대감

•   아시아경제(P1): [팩트체크]'법인세 인하' Y노믹스가 부자감세?

•   아시아경제: 두산·SK, 대체연료 투자도 착실히…암모니아·LNG 사업 잰걸음

•   디지털타임스: "IPEF 中 견제 성격 강해… 참여국 이해득실 따져봐야"

•   이데일리(P1): "더 큰 경기침체 피하려면 인플레부터 막아야"…통화정책 권위자의 조언

•   이데일리(P1): 한국부자들은 지금 '예금·채권'으로 이동중

•   이데일리: 자고 일어나면 오르는 대출금리…생초자 대출 ‘그림의 떡’

•   이데일리: 직원들도 "안 사요"…우리사주 배정 않는 공모주 속출

•   이데일리: “보복소비 빗장 풀렸다”..홍대·명동 상가 길목 지켜라

•   이데일리: 악재 만난 카카오모빌리티, 신사업 보폭 넓히는 티맵

•   이데일리: 집중력↑ 생산성↓…IT업계, 주 4일 근무제 확산

•   연합: 오후 9시까지 전국 3376명 확진, 어제보다 2380여명 적어

•   연합: 2년반 만에 한미 금리 뒤집힌다…과거 역전기 자금 오히려 유입

•   연합: 정부, 월세 최대 세액공제율 12→15% 내외로 확대 검토

•   전자신문(P1): 삼성D, 아이폰14에 OLED 8000만대 공급…'M12' 덕산·솔루스·SDI 참여

•   전자신문: [스페셜리포트] 쌍용·르노·GM 국산車 하위권 반란 시동...신차로 생산량 늘린다

•   전자신문: [스페셜리포트]수입차에 뒤진 르쌍쉐, 자존심 회복할까

•   전자신문: 발전용 LNG가 SMP 급등 초래...발전사들, '가스가격 상한제' 제안

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[Opinions]

•   Project Syndicate(Shlomo Ben-Ami): Israel's Endless Occupation

•   Project Syndicate(Minxin Pei): How the US Can Counter China’s Middle-East Influence

•   Project Syndicate(Joseph E. Stiglitz): How the US Could Lose the New Cold War

•   Project Syndicate(Ani Dasgupta): Climate-Impact Disclosure Is Common Sense

•   FT(Editorial Board): The global economy is not going to be calmer any time soon

•   FT(Editorial Board): The WTO is on life support — but the world still needs it

•   FT(Nouriel Roubini): The dangers for the eurozone are all too real

•   FT(Rana Foroohar): When trying to predict inflation in the US, remember the wild cards

•   FT(Janan Ganesh): Yes, GDP is (almost) everything

•   FT(Martin Sandbu): Admitting Ukraine would advance France’s dream of a more assertive EU

•   FT(Ben Hall): Emmanuel Macron crashes to earth after losing his hold on parliament

•   FT(Katie Martin): Stocks still have not reached capitulation point

•   FT(Robert Armstrong): How fast is the US economy slowing?

•   FT(Alan Beattie): The WTO’s marathon exercise in staying alive

•   FT(Michael Heseltine): The consequences of Boris Johnson and Brexit are coming home to roost

•   FT(Lex): US stocks: analysts spin a line to lure bottom fishers

•   FT(Lex): Bitcoin mining: surging production costs crimp crypto margins

•   WSJ(Editorial Board): SpaceX, Ocelots and the Mexican War

•   WSJ(Editorial Board): Who’s Really Sending Aid to Ukraine?

•   WSJ(Editorial Board): Biden’s Patent Gift to Beijing

•   WSJ(Editorial Board): Where Are the Rockets for Ukraine?

•   WSJ(Editorial Board): Californians for Fossil Fuels?

•   WSJ(Richard Vigilante): We Need to Remember What Reagan Knew About Economics

•   WSJ(Verlan Lewis, Hyrum Lewis): The Myth of Ideological Polarization

•   WSJ(Garry Kasparov): Awakened to Putin’s Threat, Biden and the West Nod Off Again

•   NYT(Peter Coy): The Fed’s Newfound Aggressiveness Is Concerning

•   WP(Editorial Board): As Russia advances, U.S. and Europe must redouble aid to Ukraine

•   WP(George F. Will): If Powell’s Fed tenure is a success, what would failure look like?

•   WP(Gary Gerstle): Thomas Piketty’s optimistic blueprint for easing global inequality

•   WP(Timnit Gebru, Margaret Mitchell): We warned Google that people might believe AI was sentient. Now it’s happening.

•   Bloomberg(Editorial Board): Populism Isn’t the Answer to Colombia’s Problems

•   Bloomberg(Niall Ferguson): The Fed Hasn’t Fixed Its Worst Blunder Since the 1970s

•   Bloomberg(Daniel Moss, Gearoid Reidy): BOJ Seems to Be Provoking a Yen Slide With Bet on Easy Money

•   Bloomberg(John Authers): Post-Lehman Recovery Makes Contrarian Case for Buying Stocks

•   Bloomberg(Julian Lee): The Petrol Station Owner's Not to Blame for the £100 to Fill Up the Tank

•   Bloomberg(Brooke Sutherland): Industrial Strength: Capital Spending Should Be Booming. But Will It?

•   Bloomberg(Bobby Ghosh): US Should Brace for More Pushback From Erdogan

•   Bloomberg(Richard Cookson): ECB Plays Fast and Loose With the Law in Bond Reinvestment Plan

•   Bloomberg(Javier Blas): The US Is Depleting Its Strategic Petroleum Reserve Faster Than It Looks

•   Bloomberg(Max Hastings): Putin May Win in Ukraine, But the Real War Is Just Starting

•   Bloomberg(Tan Yeling): Biden Should Lift China Tariffs and Not Only Because of Inflation

•   Bloomberg(Lisa Abramowicz): Why Is the Cost of Rent Going Up? Ask the Federal Reserve