Global Economic Monitor 220627

(Introduction)

[Markets]

•   Global: Stocks gain sharply for day and week, while copper falls further

※   S&P 500 has biggest daily pct gain since May 2020

※   Copper falls again, oil ends higher

※   Treasury yields edge up

•   Metals: Copper heads for worst weekly loss in a year, nickel and tin plunge

•   Ethanol: Ethanol Keeps Climbing as Gasoline Prices Stay High

•   Grains: U.S. soybean, corn futures rise on bargain buying; wheat falls

•   한국: 코스피 2,360선·코스닥 750선 회복…사흘만에 반등

•   한국: 원화값 소폭 올라 1298원…외환시장 당분간 살얼음판

[Indicators]

•   US May New home sales: Sales of New US Homes Jumped in May, Marking First Gain This Year

•   US Jun. Consumer sentiment(final): Consumer Sentiment at Record Low Is Another Ominous Sign for Economy

※   WSJ: The Strange Art of Asking People How Much Inflation They Expect

※   WSJ: Inflation Expectations Matter Less Than Actual Inflation

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for a record 23 months -Baker Hughes

•   Germany Jun. Ifo business climate: German Business Confidence Unexpectedly Falls on Russia Gas Fear

•   UK May Retail sales: British retail sales decline, intensifying fears of slowdown

•   UK Jun. Consumer confidence: UK consumer confidence falls to lowest level since records began

•   Japan May CPI: Inflation in Japan Raises Pressure on Central Bank to Reconsider Low Rates

•   한국 5월 휘발유·경유 소비: 기름값 연일 신기록에도… 5월 국내 휘발유·경유 소비량 증가

•   한국 6월 제조업 업황 PSI: 6월 제조업 경기 2년 만에 최저… 7월 전망도 ‘흐림’

•   한국 3분기 수출산업경기전망지수: 3분기 수출 전망 악화… “원재료·물류비 부담”

•   한국 주간 아파트 수급동향(부동산원): 요동치는 금융시장…서울 아파트 매수심리 7주 연속 '뚝'

[News]

•   WSJ: Ukrainian Troops Retreat From Severodonetsk After Weeks of Brutal Battle

※   For Russians, capturing the city—now a largely depopulated and uninhabitable wasteland—comes at a huge cost in lives and equipment

•   WSJ: Outgunned Ukrainian Forces Work to Avoid Becoming Surrounded in Donbas

•   WSJ: Russian Missiles Strike Kyiv Homes

•   WSJ: In Ukraine’s South, Counterattacks Offer Kyiv Hope for Turning Back Russia

•   WSJ: The Ukrainians Trapped in Between

•   WSJ: Ukraine’s Tiny Snake Island Plays an Outsize Role in the War

•   WSJ: G-7 Nears Agreement on Exploring New Sanction Capping Russian Oil Price

※   Move aims to counter sharp rise in prices that accompanied prior sanction rounds targeting Moscow’s energy exports

•   WSJ: U.S. and G-7 Allies Detail Infrastructure Plan to Challenge China

※   White House: FACT SHEET: President Biden and G7 Leaders Formally Launch the Partnership for Global Infrastructure and Investment

•   WSJ: G-7 Summit Brings Together Leaders Weakened by Inflation, Impatience at Home

•   WSJ: Sanctions Push Russia Near First Foreign Default Since Revolution

※   A debt default has been long in coming since Western sanctions created payment obstacles Moscow couldn’t overcome

•   WSJ: World Leaders Seek Solutions to Food Shortages Caused by Ukraine War

•   WSJ: Europe Turns to an Unlikely Source to Replace Russian Energy: Ukraine

•   WSJ: Global Tax Deal Faces Roadblocks From Hungary, Congress

•   WSJ: U.S. Paying More to Borrow as Fed Raises Rates, Inflation Stays Elevated

•   WSJ: Fed’s Daly Is Prepared to Back Another 0.75 Percentage Point Rate Hike

•   WSJ: Central Banks Should Raise Rates Sharply or Risk High-Inflation Era, BIS Warns

※   BIS: Annual Economic Report 2022

•   WSJ: CDC Recommends Moderna’s Covid-19 Vaccine for Kids 6 to 17 Years

•   WSJ: Pfizer’s Omicron-Targeting Covid-19 Vaccines Generate Stronger Immune Response

•   WSJ: Another Week of Record-Breaking Heat Scorches Much of the U.S.

•   WSJ: Europe’s Workers Brace for Tough Times as Real Wages Fall

•   WSJ: As Europe Opens Door to Ukraine, Nearby Georgia Falls From Favor

•   WSJ: Europe’s Search for Natural Gas Runs Up Against Climate Goals

•   WSJ: U.S. Held Secret Meeting With Israeli, Arab Military Chiefs to Counter Iran Air Threat

•   WSJ: Shanghai’s Covid Lockdown Legacy: Confusion, Despair, Departure

•   WSJ: Xi Jinping to Visit Hong Kong to Mark 25th Anniversary of Handover From Britain

•   WSJ: Colombian President-Elect’s Economic Revamp Faces Cost Crunch

•   WSJ: Value Investors Bet Recent Market Leadership Is Just the Start

•   WSJ: Pension Funds Plunge Into Riskier Bets—Just as Markets Are Struggling

•   WSJ: Hydrogen’s Spark Gets Swamped by Rising Interest Rates

•   WSJ: China Probes Operator of Nation’s Biggest Academic Database

•   WSJ: Cadillac Plans to Price Its Future Celestiq EV Around $300,000

•   WSJ: U.S. Port Backups Are Extending Into Freight Rail Supply Chains

•   WSJ: AT&T, Verizon Raise Prices and Test Consumer Budgets

•   WSJ: AI-Powered Coding Assistant Aims to Help, Not Replace Developers

•   WSJ: Tesla, Ford and GM Raise EV Prices as Costs, Demand Grow

•   WSJ: Air Travel This Summer Is Expensive, Messy—and Booming

•   WSJ: Amazon’s Prime Day Isn’t Quite the Blockbuster It Once Was

•   WSJ: The Surprising Reason Your Amazon Searches Are Returning More Confusing Results than Ever

•   WSJ: The Controversial Economics of Abortion Law

•   NYT: In 6-to-3 Ruling, Supreme Court Ends Nearly 50 Years of Abortion Rights

※   The Supreme Court on Friday overturned Roe v. Wade, eliminating the constitutional right to abortion after almost 50 years in a decision that will transform American life

•   NYT: Abortion Ruling Poses New Questions About How Far Supreme Court Will Go

•   NYT: ‘It’s Become Real’: Abortion Decision Roils Midterms, Sending Fight to States

•   NYT: Biden Signs Gun Bill Into Law, Ending Years of Stalemate

•   NYT: What is a recession, and when is the next one going to begin?

•   NYT: Fed Confronts a ‘New World’ of Inflation

•   NYT: A New Task for Biden: Readying Allies for a Long Conflict in Ukraine

•   NYT: As Russia Chokes Ukraine’s Grain Exports, Romania Tries to Fill In

•   NYT: Russia Unleashes a Missile Barrage, While Inching Ahead in Eastern Ukraine

•   NYT: Coal Dust and Methane Below, Russian Bombs Above

•   NYT: Ukraine War’s Latest Victim? The Fight Against Climate Change.

•   NYT: In Russia’s war over Ukraine, China and India emerge as financiers.

•   NYT: Heat Waves Around the World Push People and Nations ‘To the Edge’

•   NYT: France’s Far-Right Surges Into Parliament, and Further Into the Mainstream

•   NYT: Belarus’s Leader, ‘Europe’s Last Dictator,’ Burnishes Links to Russia

•   NYT: Commonwealth’s Fissures Exposed at Week of Meetings

•   NYT: Myanmar Junta Sends Aung San Suu Kyi to Solitary Confinement

•   NYT: Relief Efforts Intensify in Afghanistan After Devastating Earthquake

•   NYT: The Quest to Beat High Gas Prices

•   NYT: How Elon Musk Helped Lift the Ceiling on C.E.O. Pay

•   NYT: How to Start Investing, Even in a Bear Market

•   WP: Russia targeted Ukrainian ammunition to weaken Kyiv on the battlefield

•   WP: Russia will soon exhaust its combat capabilities, Western assessments predict

•   WP: In Africa, Eastern Europe battles Russian narrative on Ukraine

•   WP: Covid vaccines prevented 20mn deaths globally, study finds

•   FT: Recession in US and Europe ‘increasingly likely’, warn economists

•   FT: Economic turmoil tests G7’s ability to deliver united response

•   FT: A gust of instability unsettles European politics

•   FT: Iran and EU herald fresh talks to revive nuclear accord in ‘coming days’

※   Negotiations between UK, France, Germany, Russia, China and indirectly the US have been on hold since March

•   FT: Rising rates raise prospect of property crash

•   FT: Europe’s inflation and economic ills to dominate second day of summit

•   FT: Halting Ukraine war ‘only chance’ to avoid economic crisis, Hungary tells EU

•   FT: The west is failing to quarantine Russia

•   FT: Ukraine urges Nato to recognise its central role in European security

•   FT: Russian gas crisis will test EU solidarity, warns German utility RWE

•   FT: European energy crisis reignites debate over closure of Groningen reserve

•   FT: Bulgaria vote buoys prospect of EU expansion into western Balkans

•   FT: Emmanuel Macron backs PM Élisabeth Borne and vows to press ahead with reforms

•   FT: Johnson’s leadership in fresh crisis after Tories lose two by-elections

•   FT: Boris Johnson’s electoral coalition shows signs of unravelling

•   FT: Boris Johnson pledges to stay in power until the 2030s

•   FT: Covid infections rise 20% in England as new Omicron variants spread

•   FT: Third rail strike to cripple services across Britain as talks fail to reach deal

•   FT: RWE warns UK tax on electricity generators would risk £15bn investment in renewables

•   FT: The case against Trump: Has the January 6 committee changed minds?

•   FT: Did the Fed’s preferred measure of inflation cool in May?

•   FT: Myanmar junta in ‘serious struggle to survive’ as insurgency gathers momentum

•   FT: Chinese banks lend Pakistan $2.3bn to avert foreign exchange crisis

•   FT: Violent protests over food and fuel prices bring Ecuador to a standstill

•   FT: Brazil: how far will Bolsonaro go to win re-election?

•   FT: Sanofi-GSK Covid vaccine found effective against Omicron

•   FT: SEC chair urges ‘one rule book’ for crypto to avoid gaps in oversight

•   FT: Investors ‘keep faith with ESG funds’

•   FT: Crypto feels the shockwaves from its own ‘credit crisis’

•   FT: China taps markets for $10bn to cement clean tech supremacy

•   FT: SoftBank’s Son backs Nasdaq listing for Arm despite UK pressure

•   FT: Internet Explorer shutdown to cause Japan problems ‘for months’

•   FT: Japan’s biggest chipmakers from Toshiba to Sony brace for engineer shortage

•   FT: Monkeypox thought to be mutating faster than anticipated, study finds

•   FT: A closer look at those manufacturing PMIs

•   Bloomberg: US Economy Will ‘Narrowly Avoid’ Recession in 2022 and 2023, IMF Says

※   US economy’s path to skirt recession is narrowing, MD says

※   IMF: United States of America: Concluding Statement of the 2022 Article IV Mission

•   Bloomberg: US Layoffs, Hiring Freezes Are Tip of Labor Market Slowdown

•   Bloomberg: Powell’s Path to 2% Inflation Needs Luck or, Failing That, Pain

•   Bloomberg: Krugman Warns Fed Policy Poses Biggest Danger to the US Economy

•   Bloomberg: Summers Urges Fed to Avoid 1970s Error of Easing Amid Recession

•   Bloomberg: Goldman’s Hatzius Sees Inflation Ebbing as Recession Risk Rises

•   Bloomberg: Bullard Says US Recession Fears Overblown With Consumers Healthy

•   Bloomberg: US Mayors Put Infrastructure at Top of 2022 Priorities

•   Bloomberg: Oil's Dive Won't Bring Any Immediate Relief on Inflation

•   Bloomberg: Lagarde’s Moment of ECB Crisis Reckoning, in a London Basement

•   Bloomberg: ECB Will Take Steps to Damp Inflation, Lagarde Assures EU Chiefs

•   Bloomberg: EU Nations Brace for Spat Over Flagship Fund to Help Green Shift

•   Bloomberg: Putin Is Pushing Germany’s Economy to the Breaking Point

•   Bloomberg: Guindos Says ECB Communication ‘Firm’ on Quarter-Point July Hike

•   Bloomberg: ECB’s Centeno Sees No Specific Spread Target for Crisis Tool

•   Bloomberg: Haskel Says BOE Won’t ‘Wimp Out’ in Pursuing Inflation Goal

•   Bloomberg: French Inflation Set to Near 7% as Services Drive Prices

•   Bloomberg: Euro-Area Recession Still Avoidable, Eurogroup’s Donohoe Says

•   Bloomberg: Iran Launches Rocket Into Space as Nuclear Talks to Resume

•   Bloomberg: Iraqi Caretaker PM in Iran to Rekindle Talks With Saudis

•   Bloomberg: PBOC Adviser Says China GDP Target ‘Difficult’ to Achieve

•   Bloomberg: China’s Economy Improves in June From Lockdown-Induced Slump

•   Bloomberg: Shanghai Declares Victory Against Covid as Dandong Flares Again

•   Bloomberg: IMF Warns of Risks From China’s Slowing Covid Vaccination Rates

•   Bloomberg: Japan’s Ruling Bloc Expected to Win Majority in Vote, Poll Says

•   Bloomberg: India Inflation Fight Will Not Be Painless, Central Banker Says

•   Bloomberg: Thailand Ends Restrictions on Bars, Scraps Mask Mandate

•   Bloomberg: Pakistan Faces Deeper Power Crisis as LNG Becomes Too Expensive

•   Bloomberg: Latin America Boils Inside a Perfect Storm of Economic Crises

•   Bloomberg: Lula Will Boost Brazil’s Real With Credibility Shock, Aide Says

•   Bloomberg: Ramaphosa Talks Tough on Corruption After Rebuke From Judge

•   Bloomberg: Widening Protests May Worsen South Africa Power Cuts, Eskom Says

•   Bloomberg: Fear Has Gone Missing in Wall Street’s Slow-Motion Bear Market

•   Bloomberg: Frontier-Debt Buyers Look Past Default Risk in Hunger for Yield

•   Bloomberg: Bitcoin Options Point to Positive Signs After Rout, Traders Say

•   Bloomberg: Yen’s True Value Could Offer Support Once BOJ Pivots, BofA Says

•   Bloomberg: Global Commodity Shock Enters Next Phase With Recession Test

•   Bloomberg: Commodity Losses Strip Emerging Markets of Their Lone Attraction

•   Bloomberg: Metals Haven’t Crashed This Hard Since the Great Recession

•   Bloomberg: One of World’s Major Wheat Buyers to Trim Imports as Prices Rise

•   Bloomberg: Chinese Firms Are Dominating Key Parts of Hong Kong’s Economy

•   Bloomberg: China’s Yangtze Memory takes on rivals with new chip plant

•   Bloomberg: China’s Tech Giants Lost Their Swagger and May Never Get It Back

•   Bloomberg: These Electric Cars Are Quietly Dominating the EV Market

•   Bloomberg: CATL’s 1,000-Kilometer Range EV Battery Picked by Li Auto, Hozon

•   Reuters: WHO says monkeypox is not yet a health emergency

•   Reuters: UK presses on with changes to Brexit deal despite EU opposition

•   Reuters: Erdogan to meet with leaders of Sweden, Finland before NATO summit

•   Reuters: Rates will remain main policy tool for BoE, Pill says

•   Reuters: Some Chinese cities relax COVID testing mandates

•   Reuters: IMF board approves Argentina first review, unlocks $4 bln

•   Reuters: Malaysia plans record $18 billion subsidy spend in inflation fight

•   Reuters: Exclusive: Brazil courts step up meetings with military to ease election concerns

•   Reuters: Argentine truck protest enters third day, grain ports operational

•   Reuters: On Japan's farms, a weakening yen adds to slow-burning discontent

•   Reuters: Exclusive: After pressure from Toyota chief, Japan emphasized support for hybrids

•   Reuters: Analysis: The next COVID booster shots will likely be updated for Omicron

•   Reuters: Analysis: Russia's grinding battlefield gains seen driven by new tactics

•   Reuters: Analysis: Running short of gas: Russia's pipeline repair has Europe worried

•   AP: EXPLAINER: What’s the impact of a Russian debt default?

•   AP: EXPLAINER: Why Germany is pushing for a ‘climate club’

•   AP: EXPLAINER: Is North Korea moving nukes to its border?

•   CNBC: Dan Yergin explains why oil prices are falling despite tight supply, Russia tensions

•   CNBC: China’s steel mill owners are in a bad mood as demand takes a hit

•   MarketWatch: Recession is challenging inflation as top fear among stock and bond investors

•   SCMP: Coronavirus: Chinese factory hub Shenzhen shuts down Hong Kong border district for 3 days

•   SCMP: Heat turned up on China-Japan relationship with maritime disputes over islands and alliances

•   SCMP: China, US shipping rates continue to tumble as inflation cools consumer demand

•   SCMP: Xinjiang ‘forced labour’ law leaves Chinese companies in a bind, with doubts over supply chain audits

•   SCMP: China jobs: facing lean times, small businesses dial back summer hiring

•   SCMP: How’s the China-India economic relationship changed 2 years on from the deadly Galwan Valley border clash?

•   SCMP: Coronavirus: China’s economic slowdown looks like a ‘lifetime of debt’ for some citizens

•   SCMP: Nato poised to harden position on China as support for Russia deepens distrust

•   SCMP: Chinese-hosted BRICS summit swerves controversy over Ukraine and Taiwan

•   SCMP: Two dead after Nio car falls from third floor of headquarters building in Shanghai during test drive

•   Caixin: Cover Story: How Bad Is China’s Manufacturing Exodus?

•   Nikkei Asia: Japan issues power usage warning for Tokyo area amid heat waves

•   Nikkei Asia: Japan IPOs plunge 30% in biggest drop since 2009

•   Nikkei Asia: U.S., Japan and Australia launch Pacific island initiative

•   Nikkei Asia: SoftBank's Son praises 'growth engine' Arm after Vision Fund losses

•   Nikkei Asia: Global money ditches Big Tech for a new group of stocks

•   Nikkei Asia: Inflation, supply chain disruptions dampen Asian stocks

•   Nikkei Asia: Boon or bane? Japan's LDP boosts support among older voters

•   Nikkei Asia: China completes overhaul of antitrust law to corral Big Tech

•   Nikkei Asia: Japan pushes companies to allow workers to take side gigs

•   Mainichi: Japan's households becoming less tolerant of surging food prices: study

•   매경(P1): 韓채권 쓸어담은 외국인…금융시장 '시한폭탄'

•   매경: 외국인 올들어 채권 폭풍매수 주춤…'원화값 버팀목' 흔들

•   매경(P1): 변액보험·에너지 펀드…장관들의 재테크 목록은 [WEALTH]

•   매경(P1): "쿠팡 年 30% 성장…5년뒤 100조 매출"

•   매경: 적자불구 현금창출능력 3분기 앞당겨 증명…흑자로 향하는 '로켓'

•   매경: 미스터 IPO "차등의결권 도입 기업이 수익률 더 높아…결국 주주도 이익"

•   매경(P1): 지역건보료 산정때 자동차 배제 추진

•   매경: 세계 철강업계 '그린철강' 속도전…포스코도 시동

•   매경: 쌍용차 인수전 2라운드…KG그룹·쌍방울 재도전

•   매경: 韓증시, MSCI 선진국지수 편입 불발

•   매경(P1): 日은 앞서고 中에 쫓기고…K배터리, 샌드위치 신세

•   매경: 자국 배터리에만 보조금...K배터리 낄 틈 안주는 중국

•   매경: 반도체만큼이나 '사람이 없다'

•   매경(P1): [단독] 당정 "다주택자 양도세 완화 검토"…보유세 이어 거래세도 낮춘다

•   매경(P1): 6% 물가 언급한 秋 경제부총리 "당분간 고물가 지속"

•   매경: 달러당 원화값 1300원...추경호, 한국만 약세 아니라는데

•   매경(P1): "연령따라 알아서 투자비중 조정" 생애주기형 펀드에 美 MZ 열광

•   매경: "주사 한번 맞는데 20억"…건보 적용 놓고 재정부담 논란

•   매경: "효능 떨어지는 의약품, 건보서 퇴출 재정 확충"

•   매경: "한자릿수 반도체투자 稅혜택…美처럼 확 풀어 경쟁력 높이겠다"

•   매경: "폐쇄적인 한국, 살기 힘들다"…국내박사 딴 외국인 60% 해외로

•   매경: 정부, 이민청 설립 나섰지만…깐깐한 비자정책·부처 칸막이 '난관'

•   매경: 산업장관, 체코·폴란드서 韓원전 홍보

•   매경: [단독] 11조 투입 '文정부 단기알바'…내년 예산서 대폭 삭감 추진

•   매경: 곡물 자급률 80%에서 20%로 '뚝' ...한국의 선택은 [스페셜 리포트]

•   매경: 올 상반기 상장사 10곳 중 8곳 주가하락

•   매경: 3기 신도시 아파트 더 짓는다...네덜란드 로테르담처럼 콤팩트시티로 개발

•   매경: 민간 업체들은 전셋값 30% 올랐다는데...8% 상승했다는 부동산원

•   매경: [단독] '코로나 빚폭탄'연말에 터지나...법원 "개인 줄도산 우려"

•   MBN: [단독] "회의 3번 열고 16억"…'대통령위원회' 4~5개만 남긴다

•   한경(P1): 노동개혁 발표 다음날, 윤 대통령 "보고 못 받았다"

•   한경: 장관이 발표했는데 "최종안 아냐"…주 52시간제 개편 혼선

•   한경(P1): "식자재값 더는 못 버틴다"…빵집·분식집 눈물의 폐업

•   한경: "원가부담에 떡볶이값 500원만 올려도 매출 감소"…자영업자들 한숨

•   한경: "시급 1만원 넘어도 알바 못 구해"…자영업자 '구인난' 왜?

•   한경(P1): '연 3%대 짭짤한 이자' 특판…사흘 만에 1조3000억 몰렸다

•   한경: 與, 14개 농축산물 가격 집중 관리한다

•   한경: "버스·상하수도 등 공공요금 동결"

•   한경: 'NFT 거래 플랫폼'이 삼성 TV 속으로…소프트뱅크는 관련 기업에 수천억 베팅

•   한경: 유망 NFT 1위는 BAYC

•   한경: 완벽한 블록체인, 어떻게 털렸지

•   한경: 공급망 대응 급한데…부처 이기주의에 컨트롤타워 가동 '삐걱'

•   한경: 與, 한전에 대규모 적자·탈원전 연관성 따진다

•   한경: 4곳 중 1곳 1년 못 버틴다…바이오벤처 '폭락 쓰나미' 공포

•   한경: 네이버, AI 논문 22편…세계적 권위 CVPR서 발표

•   한경: 코로나 이어 '고환율 습격'…'면세점 암흑기' 언제 끝나나

•   한경: 장마에 전염병…사과 수확량 확 줄어드나

•   한경: "공매도 금지 언제 할거냐" 폭발한 개미들…'항의 전화' 빗발

•   한경: 국제 금값 빌빌대는데…국내선 탄탄한 까닭은?

•   한경: "삼성전자 쌀 때 사두자"…개인들 '폭풍 매수'

•   한경: "주차할 공간도 부족한데…우리 아파트는 절대 안돼요"

•   한경(P1): 기업 '영업현금' 악화…1년 새 10조 줄었다

•   한경: 고용 축소→소비위축→경기침체 '악순환'

•   한경: 기업들 '14조' 역대급 영업이익…알고보니 '장부상 착시' 쇼크

•   한경: 호재가 없다…기업 실적 하향, 수출도 '빨간불'

•   한경(P1): "아르헨티나보다 더 폭락했다"…한국 증시 성적 '세계 꼴찌'

•   한경(P1): "이럴거면 왜 개발했는지"…사람 없이 못 다니는 자율주행 방범로봇

•   한경: "원격의료 등 신사업은 해외서"…'규제 이민' 떠나는 기업들

•   한경: 배달로봇 성능, 가상공간서 마음껏 시험한다

•   한경: "결국 터질게 터졌다"…서울대 AI 연구팀의 민낯

•   한경: "빚 못갚는 공기업 18곳, 성과급 3847억 지급"

•   한경: "인력부터 확 줄여야할 상황"…공기업 취준생들 어쩌나

•   한경: 두산, 지멘스와 해상풍력 키운다

•   한경: 현대두산인프라코어, 수소엔진 만든다

•   한경: 공장 가동률 높아졌는데 환경 성과 개선?

•   한경: 암호화폐 제도권 진입, 10월부터 본격 논의…내년께 국회 통과될 듯

•   한경: '코인 빙하기'…개인 이어 기관마저 백기 들었다

•   서경(P1): 시스템반도체 '차이나 경보'…팹리스 점유 韓의 9배

•   서경: 中, 파운드리 점유율 10%·후공정 21%…韓 '약한 고리' 파고든다

•   서경: 귀해지는 네온 가스…'핵심 소재'도 中 의존 높아져

•   서경: [단독] 中의 자신감?…SK·키파운드리 결합 승인

•   서경: '대어' 이문3 분양가 산정 착수…'재개발·재건축 시계' 다시 돈다

•   서경: '재초환'도 손본다

•   서경: 다가구주택 통매도하려면…임차인 전체 인상률 5% 내로 묶어야

•   서경: 출범 50일 다 돼가지만…교육·복지·금융수장 줄줄이 공석

•   서경: "2년뒤 출산율 0.7명"…'인구위기 TF' 가동

•   서경: 정부, 스페인과 미래차·항공우주 등 기술 협업

•   서경: "이달 무역수지 적자폭 확대" …정부마저도 수출 둔화 인정

•   서경: [S머니]강달러·엔저에 주목받는 환테크…자칫 수수료에 배보다 배꼽이 더 커질수도

•   서경: 최태원, 日 상의 회장과 회동…전경련도 한일 재계회의 준비

•   서경: 최대 10조 '초대박 수주'…일진머티리얼즈 인수전 불붙나 [시그널]

•   서경: "월단위 총량관리하면 근로시간만 증가 우려" vs "야근비도 못받았는데…연장근무 완화 기대"

•   서경(P1): [단독] 결국 탈난 태양광…'이지스 펀드' 수백억 날릴 판

•   서경: 태양광 사업자 7.8만개 난립…연매출 5000만원도 안돼

•   서경: "차세대원전 수출 발판 마련"…한수원, 첫 SMR 국제행사 연다

•   서경: 韓 임금상승률, G5의 2.6배…노동비용 증가→물가 상승 '악순환'

•   서경: "상속공제 묶여 적자 나도 업종 못바꿔"…中企 성장 걸림돌 수두룩

•   서경: 제품 디자인까지 제한 과도한 '환경 족쇄'에 …中企 수출경쟁력 악화일로

•   서경: 美·中·日 도입한 '복수의결권' 한국만 없어

•   서경: [단독] 해외 반입도 포함 '식량자급' 지표 만든다

•   서경: [단독] AI 무장하는 웹툰…네이버 '자동 BGM' 특허 등록

•   서경: 같은 카카오인데… 새 근무제 놓고 계열사 '방글' 본사 '부글' 왜? [IT슈]

•   서경: 금리인상에 돈줄 막힐라…코스닥기업 유상증자 급증

•   서경: 올 상반기 서울 아파트 거래절벽…그마저도 6억원 이하에 ‘쏠림’

•   조선(P1): 美·유럽 “원전 인재·기술 빨리 키워라”

•   조선: 미국 제재로 망할뻔한 중국 화웨이, 오히려 반도체 종합기업 됐다

•   조선: 시진핑 모교 칭화대가 ‘中반도체 인큐베이터’...年1000명씩 인재 배출

•   조선: 中, 한국·일본 나토회의 참가 반대에… 美 “중국은 거부권 없다”

•   조선: [팩트 체크] 주92시간 일할 판? 최대한 일해도 주69시간

•   조선(P1): “배 만들 사람없어 일감 1400억 포기”

•   조선: 조선인력 7년새 54% 감소… 외국인 근로자에 매일 ‘웃돈’ 문자

•   조선: 美처럼 온라인으로...유럽 무비자 입국땐 사전 방문허가 받아야

•   조선: 英, 전기차 보조금 폐지… 獨선 내연기관차 퇴출 반대

•   조선: 에너지대란에 석탄발전 부활… 탄소중립·ESG도 역주행

•   조선: 민간 아파트 급랭, 공공은 갈수록 로또… 청약 양극화

•   조선: 불법파업 민노총에 손배소… 기업들 강경대응 움직임

•   조선비즈: [BOK이슈] 한은, 7월 빅스텝 밟을까…“국제유가·환율 변동폭 주목해야”

•   조선비즈: 무역협회 “중국 진출기업 88%, 고강도 방역정책에 피해”

•   조선비즈: 출근, 재택근무, 하이브리드?… 엔데믹에 골치 아픈 IT업계

•   조선비즈: 폭락장에 시름하는 빚투 개미…6월 일평균 반대매매 30% 늘었다

•   조선비즈: 외국인 ‘셀 코리아’ 언제까지…지난주도 1조원 넘게 던졌다

•   조선비즈: SK·현대차·한화 공장 짓는다… 美 서배너항 주목받는 이유

•   조선비즈: 4월 스마트폰 판매 1위는 애플 아이폰13… 갤S22 울트라는 5위

•   조선비즈: “대기업이 고물상까지 하나”… 재활용업 진출에 中企 반발

•   조선비즈: [단독] 새 주인 못 찾은 웅진에너지, 파산 수순… 법원에 회생절차 폐지 신청

•   인베스트조선: 강성 노조 vs 노무 담당 격하…예견된 현대차 노사 임단협 난항

•   인베스트조선: 한때 귀하신 몸 '물류센터', 이제는 '찬밥'

•   인베스트조선: ‘돈버는 플랫폼'의 역설...평판 위험에 매각 쉽지 않은 카카오모빌리티

•   중앙: “내년엔 주택시장 거품 꺼지고, 공황 수준 침체 불가피”

•   중앙: 휘발윳값 치솟자 칼 빼든 정부 “정유사·주유소 담합 조사”

•   중앙: 기대인플레 꺾으려면, 정부 지출 억제해 솔선수범해야

•   중앙: 올 여름 77조 대주주·기관 물량 풀려, 개미들에게 직격탄

•   중앙: 추억의 공중전화 부스, ATM·충전소로 변신 중

•   중앙: "손님 못받아요, 일할 사람 없어서" 사라진 알바 어디로 갔나

•   중앙: [Data & Now] 4인 가족 식비 월 100만원 넘었다

•   동아: 전력 예비율 10%선 깨져… 수급불안-요금인상 이중고

•   동아(P1): “반도체 등 첨단 인력 육성 5년 마스터플랜 내달라” 교육부, 20여 대학에 요구

•   동아: 4년간 LG체질 바꾼 구광모, AI-바이오 날개 단다

•   동아: LG전자, ‘애플망고’ 인수… 전기차 충전사업 본격 진출

•   동아: 公기관 정규직 5년새 10만명 증가… 전체 4명 중 1명 文정부때 채용

•   문화(P1): 쪼그라든 지역화폐 … 혜택축소·발행중단 속출

•   문화: 3년새 발행 63배↑…인센티브 퍼주다간 재정‘구멍’

•   문화: 지역화폐 업고 성장했는데… ‘제로페이’도 위기

•   문화: 중간요금 나오자…중저가폰 시장도 ‘후끈’

•   한국: '빚투 개미' 24일 역대급 증가... 세 증권사 흐름 살펴보니

•   한국: 4년 만에 파업 수순 밟는 현대차 노조…날씨만큼 뜨거워지는 차 업계 '하투'

•   한국(P1): 윤 대통령, 나토서 4년 9개월 만에 한미일 정상회담

•   한국: "당분간 사람 안 뽑아요" 1년 전 억대 연봉으로 영입 경쟁한 IT업계에 무슨 일이

•   한국: "빅스비, 고3모드" 외치면 집이 독서실로...삼성전자, 가전 경험 업그레이드

•   국민: [단독] 국책硏, 폐기 앞둔 석탄화력 유지도 제안… ‘에너지 안보’ 탓

•   서울: [단독] 中업체들, 해외진출 노려 대놓고 베끼기… 우리 정부는 실태도 파악 못하고 ‘뒷짐’만

•   서울: 조선업계 호황… 부품업체 공황… 대기업은 당황

•   세계(P1): 가계대출 77%가 변동금리… ‘이자폭탄’ 경고에 은행권은 금리 조정 시늉만

•   한겨레: “이미 밥값 만원 받고 90시간 근무하는데…주92시간?”

•   경향(P1): 목청 키우는 재계, 이번엔 “내부거래 규제 풀어야”

•   경향(P1): 유류세 내렸지만…기름값은 못 잡고 정유사는 ‘횡재수’

•   경향: 1기 신도시 4개 단지, 용적률 300% 적용해봐도…“재건축 안 하는 게 낫다”

•   머니투데이(P1): "연말 8% 간다"던 주담대 최고금리 6%대로 뚝 왜?

•   머니투데이: '5만전자' 실적은 고공행진…역대 2분기 '최대 매출' 쓴다

•   머니투데이: [단독]SK케미칼도 수소로 공장 돌린다···'2040년 넷제로 사활'

•   머니투데이: "머스크 미안"…현대차가 테슬라에 사과해야할 일이 생겼다?

•   헤럴드경제(P1): 코로나 격리자 생활지원비 중위소득 100%이하 가구만 지원

•   헤럴드경제: 현대차 ‘핵심인재 영입’ 로봇사업 가속

•   파이낸셜뉴스(P1): 3高에 숨 넘어간다… 산업계 비상체제 가동 [하반기 경기복병 ‘환율’]

•   파이낸셜뉴스: 헉 소리나는 주담대 금리…'꿈의 새집' 전세 놓는 집주인들 [신축아파트 전세 쌓인다]

•   파이낸셜뉴스: 국제선 월 여객 100만명 복귀… 엔데믹 시대 진입

•   아시아경제(P1): 은행 이자장사? 어떻게 봐야 하나

•   아시아경제: [전문가진단] 하반기엔 환율 안정 가능성…최대변수는 국제 유가

•   디지털타임스(P1): [기획] `장포족`까지 등장시킨 공포의 3高

•   디지털타임스: 우유대란 오나… 낙농가-유업체 `원윳값 갈등` 평행선

•   디지털타임스: 8.5조 카카오모빌리티 매각? "카카오페이 먹튀와 뭐가 다르냐"

•   이데일리(P1): "IPO 쉽지 않네"...글로벌 투자유치 역풍 맞은 유니콘

•   이데일리(P1): 전세시장 안정됐다더니..펄펄 끓는 오피스텔 전세시장

•   이데일리: '파운드리 1위' 게임체인저…삼성, '세계 최초' 3나노 양산 개봉박두

•   이데일리: 역대급 고용 호조에도 못 웃는 30대…그냥 쉬거나 구직 포기

•   이데일리: "달러 강세 지속되는데 달러 예금 들어가볼까"

•   연합: 오후 9시까지 전국 3301명 확진…어제보다 2592명 줄어

•   연합: "획일적 내부거래 규제, 기업 성장 저해…자율규제로 전환해야"

•   연합: 3분기 전기요금 연료비 조정단가 오후 발표…"적정 수준 인상"

•   연합: "내년 최저임금 1만원으로 인상하면 일자리 16만5천개 감소"

•   연합: 분양가 상한제 개편 '속도전'…관련 법규 입법·행정예고

•   연합: 법인세 최저세율 대상 확대 검토…중소·중견기업 세부담도 완화

•   뉴스토마토: (르포)"전화 문의도 없어요"…강남도 거래 씨 말랐다

•   SBS Biz: [단독] 마켓컬리, 오프라인 진출 신호탄?…'오프컬리' 상표 출원

•   이뉴스투데이: [단독] 심상치 않은 전력시장…세 달 만에 LNG 단가 2배 추락

•   전자신문(P1): 삼성전자 8월 10일 '갤럭시Z 폴드4' 언팩

•   전자신문: 반도체 후공정 미래 기술 총출동 '패키징 데이' 열린다

•   전자신문: 中 SK하이닉스·키파운드리 인수 승인…'파운드리 생산능력 2배 확대' 마무리 수순

[Opinions]

•   Project Syndicate(Jim O’Neill): The 1970s Revisited?

•   Project Syndicate(Javier Solana): European Security After NATO’s Madrid Summit

•   Project Syndicate(Jorge G. Castañeda): Colombia Turns Left

•   Project Syndicate(Chris Patten): China Has Made Me Invisible

•   Project Syndicate(Miriam González Durántez, Calli Obern): The EU’s Carbon Border Tax Could Hurt Developing Countries

•   FT(Editorial Board): Living with Covid-19 requires caution, not complacency

•   FT(Katie Martin): Investors yearn for the catharsis of hitting a market bottom

•   FT(Robert Armstrong): After the 60/40 portfolio

•   FT(Merryn Somerset Webb): Investors are on recession watch

•   FT(Leo Lewis): Why Japanese corporates are less reliant on dollar-yen rate for profits

•   FT(Leo Lewis): Global financial centres: where hustle’s the name of the game

•   FT(Tim Harford): Your phone’s notification settings and the meaning of life

•   FT(Lorenzo Bini Smaghi): How the ECB can tackle fragmentation in the eurozone

•   FT(Norma Cohen): Far from the battlefield, Moscow’s generals fight a falling birth rate

•   FT(Sylvie Kauffmann): Germany is struggling to give shape to a new foreign policy

•   FT(Lex): China clean energy: electric cars still need coal

•   WSJ(Editorial Board): Coal Rides to Germany’s Rescue

•   WSJ(Editorial Board): Boris Johnson on the Rocks

•   WSJ(Editorial Board): Abortion Goes Back to the People

•   WSJ(Editorial Board): Biden’s NATO Summit To-Do List

•   WSJ(Editorial Board): United Airlines’s Inflation Warning

•   WSJ(Robert B. Zoellick): How the G-7 can tip the scales toward Ukraine

•   WSJ(Peggy Noonan): Trump and Biden Both Face Rejection

•   NYT(Editorial Board): The Ruling Overturning Roe Is an Insult to Women and the Judicial System

•   WP(Editorial Board): The Supreme Court’s radical abortion ruling begins a dangerous new era

•   WP(David Ignatius): Semiconductor legislation failures show why the U.S. struggles to compete

•   WP(Drew Goins): Will Biden run for president again? 12 of our columnists have the answer.

•   Bloomberg(Editorial Board): The EU Should Think Hard About Admitting Ukraine

•   Bloomberg(Daniel Moss): Malaysia’s Top Talent Is Fleeing to Singapore

•   Bloomberg(John Authers): Markets Are Losing the Anchor of a Generation

•   Bloomberg(Shuli Ren): Xi Jinping Is Sending Mixed Messages To Investors

•   Bloomberg(Julian Lee): Capping Russian Oil Prices Is Pure Fantasy

•   Bloomberg(Martin Ivens): Britain’s Summer of Rail Strikes, Inflation Is Thrashing Boris Johnson

•   Bloomberg(Andreas Kluth): Europe Must Declare a War Economy

•   Bloomberg(Bobby Ghosh): Iraq’s Political Chaos Is a Win for Iran and Headache for the US

•   Bloomberg(Bobby Ghosh): Yemen’s Ticking Oil Bomb Threatens the World Economy

•   Bloomberg(Tim Culpan, Gearoid Reidy): The Eternal Optimism of Masayoshi Son

•   Bloomberg(Parmy Olson): North Korean Hackers Have Crypto In Their Crosshairs

•   Bloomberg(Matthew Yglesias): Biden 2024? America Needs to Know Now

•   Bloomberg(Emma Ashford): Biden’s Reversal on Gulf States Is the Wrong Kind of Realpolitik

•   Bloomberg(Lara Williams): The Future of Work, According to Beyonce and Mick Jagger

•   Bloomberg(Gearoid Reidy): Kishida Should Scrap the Idea of Raising Capital Gains Tax in Japan

•   Bloomberg(Andrea Felsted): ‘90s House and Fashion Are Back — in Time for a 1970s Economy

•   CNBC(Frederick Kempe): The EU’s rewiring due to the war in Ukraine is game-changing, if it doesn’t short-circuit before the job is done