Global Economic Monitor 220711

(Introduction)

[Markets]

•   Global: Stocks flat, yields climb as rate hikes loom following strong jobs data

※   Wall Street flat after strong jobs report

※   Treasury yields tick up

※   Oil up 2% but posts weekly loss

•   Gasoline: Gas Prices Have Fallen for 24 Straight Days. The Relief Might Only Be Temporary.

•   Metals: Copper steady as softer dollar offsets China demand fears

•   Grains: Wheat surges 6% to one-week high on easing recession fears

•   한국: 코스피 이틀째 올라 2,350선 마감…외국인 순매수

•   한국: 코로나 이전으로 되돌아간 주식거래…하루 겨우 13조원

[Indicators]

•   US May Consumer credit: U.S. consumer credit growth slows considerably in May

•   US May Wholesale inventories: U.S. wholesale inventories revised lower in May

•   US May Housing-affordability index: Housing-Affordability Index Drops to Lowest Level Since 2006

•   US Jun. Nonfarm payrolls: U.S. Added 372,000 Jobs in June

※   Despite strength in labor market, broader economy has been weakening in response to high inflation and rising interest rates

※   WSJ: Where Employers Added Jobs in June

※   WSJ: Jobs Report Could Keep Fed on Track for 0.75-Point Rate Rise in July

※   WSJ: The Fed Can’t Print More Workers

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for fourth week in five - Baker Hughes

•   China Jun. CPI·PPI: China Inflation Rises on Gains in Food and Fuel Prices

※   Subdued inflation means Chinese authorities can focus more on reviving the economy

•   China Jun. Car sales: China Car Sales Jump as Covid Curbs Relaxed

•   Japan May Household spending: Japan's household spending slips for third straight month

•   Japan May Current account: Japan's current account surplus down 93% in May

•   Brazil Jun. CPI: Brazil's inflation up 0.67% in June as food, healthcare prices weigh

•   SCFI: 글로벌 해운운임 4주 연속 하락

•   한국 상반기 전력거래량: 상반기 전력거래량 역대 최고…"이른 더위·코로나19 완화 영향"

•   한국 6월 외국인 증권투자: 외국인, 상반기에 韓주식 20조 가까이 팔았다

•   한국 3분기 제조업 경기실사지수 전망치: 믿었던 제조업 마저…3분기 경기 '흐림'

•   한국 주간 아파트 수급동향(부동산원): 얼어붙는 서울 아파트 매수심리…수급지수 9주째 하락

[News]

•   WSJ: Russia Says It Is Open to Talks With Ukraine, Turkey on Grain Exports

※   At G-20 gathering, Ukraine’s foreign minister said Russian naval blockade has ‘shredded global chains of food supply’

•   WSJ: Russian, Western Diplomats Clash at G-20 Gathering in Bali

•   WSJ: Russia Vetoes U.N. Measure on Cross-Border Aid to Northern Syria

•   WSJ: EU Works to Tighten Russia Sanctions Enforcement

•   WSJ: Food Prices Squeeze Poorest in Rich Countries

•   WSJ: Ukraine War Pushes Millions of the World’s Poorest Toward Starvation

•   WSJ: Ukraine’s Defense Minister Says It Has ‘Passed Test’ on New U.S. Guided Rockets, Needs More

•   WSJ: Ukraine Braces for Russian Assault on City It Retook After 2014 Revolt

•   WSJ: Fed Officials Flag Tight Jobs Market, Tout Need to Control Inflation

•   WSJ: For the Fed, Easing Too Soon Risks Repeat of Stop-and-Go 1970s

•   WSJ: Biden’s Middle East Trip Is a High-Risk Bid to Reset Saudi Relations

•   WSJ: Egyptian Activist Is Litmus Test for the West as Biden Visits Middle East

•   WSJ: Blinken Reproves China Counterpart Over Support for Russia

•   WSJ: Congress Juggles China Bill, Democrats’ Climate and Drug-Pricing Ambitions

•   WSJ: FDA Fully Approves Pfizer’s Covid-19 Vaccine for Adolescents

•   WSJ: The Economy Could Have a Long Case of Long Covid

•   WSJ: Japan’s Shinzo Abe, Former Prime Minister, Is Assassinated

※   Police arrest 41-year-old man suspected of firing two shots at former leader with crudely made gun

•   WSJ: Shinzo Abe’s Goal of Revising Japan’s Constitution Moves Closer After LDP Election Victory

※   Prime Minister Fumio Kishida’s ruling coalition wins majority of seats at stake in voting two days after ex-leader’s assassination

•   WSJ: Manufacturers Brace for Nord Stream Repairs, Fearing Pipeline Won’t Reopen

•   WSJ: Sri Lanka Crisis Flashes Warning for Other Indebted Economies

※   Protests forced out president and prime minister and signal tough choices ahead for other countries with high debt and shortages of food and energy

•   WSJ: The Stock Market Faces Next Test as Inflation Looms Over Earnings Season

•   WSJ: Crypto Industry Should Face Tougher Regulations, Fed Vice Chairwoman Says

•   WSJ: What Smart Investors Do in Bear Markets

•   WSJ: How Low Can the Euro Go?

•   WSJ: Strong Dollar Wins the Inflation Battle in New Spin on Currency Wars

•   WSJ: Google Offers Concessions to Fend Off U.S. Antitrust Lawsuit

•   WSJ: Calls for TikTok Probe Widen, Adding to Pressure on Biden to Weigh In

•   WSJ: Elon Musk Seeks to Abandon $44 Billion Twitter Deal

•   WSJ: Elon Musk’s Twitter Deal Collided With Market and Economic Tumult

•   WSJ: Twitter, Elon Musk Set for Unprecedented Legal Battle Over Deal Collapse

•   WSJ: Twitter Faces Renewed Questions on Path Ahead as Elon Musk Tries to Abandon Deal

•   WSJ: Inflation Is Latest Driver of Rise in Business Insurance Costs

•   WSJ: Tech’s Red-Hot Hiring Spree Shows Signs of Cooling

•   WSJ: Freight Rates Are Starting to Fall as Shipping Demand Wavers

•   WSJ: Long Covid Is an Elusive Target for Big Pharma

•   WSJ: Fed Up With China, One Boss Tries Removing It From the Supply Chain

•   WSJ: SoftBank’s Unicorn Herd Turns Vicious

•   WSJ: Large Retailers Are Getting Hit Hardest by Overstocking

•   WSJ: Ford-Backed Driverless Car Startup Lays Off 150 Workers

•   NYT: As Russia Looms, a Ukrainian City’s Loyalties Divide

•   NYT: Ukraine and the Contest of Global Stamina

•   NYT: Fears of Another Gas Shock Drive Biden to Seek Price Cap on Russian Oil

•   NYT: At 79, Biden Is Testing the Boundaries of Age and the Presidency

•   NYT: Democrats Propose Raising Taxes on Some High Earners to Bolster Medicare

•   NYT: The U.S. May Be Losing the Fight Against Monkeypox, Scientists Say

•   NYT: At Europe’s Largest Port, Russia Sanctions Meet Their Toughest Test

•   NYT: What’s Up With the Crazy Housing Market?

•   NYT: Companies’ Climate Promises Face a Wild Card: Farmers

•   WP: U.S. sending Ukraine precision artillery rounds

•   WP: China’s summer floods and heat waves fuel plans for a changing climate

•   WP: As Uber steamrolled into France, Emmanuel Macron was a ‘true ally’

•   WP: Russia’s alternative to McDonald’s facing french fry shortage

•   FT: Omicron sub-variants push up Covid hospitalisations in Europe and US

※   Infections less likely to cause severe illness or death than past waves, FT analysis suggests

•   FT: China reimposes curbs as BA.5 variant spreads Omicron outbreaks

※   Authorities in cities across the country are rushing to fight more infectious Covid-19 strain

•   FT: Odesa reduced to eerie silence as port city endures crippling Russian blockade

•   FT: Putin warns of ‘catastrophic’ energy crisis if west boosts sanctions

•   FT: Germany dims the lights to cope with Russia gas supply crunch

•   FT: Eurozone banks are underestimating the hit from climate change, warns ECB

•   FT: Poland’s wage-price spiral shows little sign of stopping

•   FT: New UK prime minister to be chosen by early September

•   FT: Johnson allies accuse Sunak of treachery

•   FT: Tory leadership hopefuls set out stall on tax cuts

•   FT: UK companies braced for recession as spending slows and costs soar

•   FT: Tories seek to narrow leadership field quickly as rancour grows

•   FT: UK Covid infections continue to rise as Omicron sub-variants spread

•   FT: UK energy bills to soar towards £3,400 a year this winter, suggests research

•   FT: Hot US jobs numbers cannot last much longer, economists warn

•   FT: Cutting China tariffs will not significantly ease inflation, warns US official

•   FT: China developers face $13bn wall of dollar bond payments in second half

•   FT: The Communist missionaries spreading the party gospel in the Chinese countryside

•   FT: ‘This is all because of the politicians’: rising prices anger Indians

•   FT: The mystery of how quantitative tightening will affect markets

•   FT: How retail investors can navigate the rough terrain of US equities

•   FT: Investors pull $50bn from emerging market bond funds in 2022

•   FT: Europe regulator warns of ‘cautionary lesson’ from crypto crash

•   FT: More than 1bn Covid vaccine jabs wasted in pandemic, data analysis suggests

•   Bloomberg: Recession Angst Spurs Pivot to Emerging World’s Growth Engines

•   Bloomberg: Is a Recession Coming? Investors Turn to Earnings for Clues

•   Bloomberg: Biden Says Action on China Import Tariffs Still Being Discussed

•   Bloomberg: Summers Says World Will Study Abenomics When Stagnation Returns

•   Bloomberg: More Americans Are Self-Employed Than Any Time Since 2008 Crisis

•   Bloomberg: French Minister Says Russian Gas Cutoff Most Likely Scenario

•   Bloomberg: Russian Gas Cutoff Would Mean Recession in Italy, Visco Says

•   Bloomberg: Lagarde Vows Not to Suppress Fellow ECB Policy Makers’ Views

•   Bloomberg: ‘Strong’ ECB Crisis Tool Could Stay on Shelf, Stournaras Says

•   Bloomberg: ECB’s New Crisis Tool Must Surprise Markets, Bini Smaghi Says

•   Bloomberg: ECB’s Holzmann Foresees Steep Rate Hikes to Stem Fast Inflation

•   Bloomberg: China’s Bumper Data Week Will Set Tone for Economic Stimulus

•   Bloomberg: Indian Inflation Expected to Cool From October, RBI’s Das Says

•   Bloomberg: Commodities Slump Is Set to Give India Relief From Inflation

•   Bloomberg: Surging Fuel Costs Pressure African States as Protests Build

•   Bloomberg: Fitch Warns South African Debt Stabilization Remains a Challenge

•   Bloomberg: Biden’s Quest for Saudi Oil Faces Reality-Check of Slim Capacity

•   Bloomberg: Big-Sounding Job Titles Are Feeding Egos in Tight Labor Market

•   Bloomberg: Tesla China Shipments Soar to Record as Plant Fires Back Up

•   Bloomberg: US Crosses the Electric-Car Tipping Point for Mass Adoption

•   Bloomberg: Europe’s Rush to Buy Africa’s Natural Gas Draws Cries of Hypocrisy

•   Reuters: Wall St Week Ahead Recession? Soft landing? Stagflation? Investors assess economy's strength

•   Reuters: Recession? What recession? Just don't quit before lunch!

•   Reuters: Exclusive: Iran escalates enrichment with adaptable machines at Fordow, IAEA reports

•   Reuters: Economists see stronger 2022 GDP for Brazil, inflation missing target for third straight year in 2023

•   Reuters: Take Five: Dollar takes it all

•   Reuters: Strong LNG demand to keep freight rates firm in 2022, beyond

•   Reuters: Analysis: Death of 'Abenomics' father may give Japan scope to curb stimulus

•   CNN: US ports saw record imports this spring, as port workers' contract expires

•   CNBC: The economic case for EVs is getting better as gas prices surge

•   MarketWatch: ‘If it’s a recession… buy!’ This little-known market indicator is telling you to scoop up stocks on the cheap

•   Fox News: Upcoming inflation data 'will be bad news again,' economist Ed Yardeni warns

•   SCMP: China’s Korean expats, students lament loss of jobs and opportunities as mass exodus comes into focus

•   SCMP: South Korean firms fret over China supply-chain disruptions - with ‘chaos’ to continue

•   SCMP: China’s coronavirus recovery at ‘critical point’, says Li Keqiang, singling out five regions to carry the economy

•   SCMP: China, EU spar over way forward, as human rights, Russia and trade dominate farewell event for Brussels envoy

•   SCMP: Analysis | US-China relations: how will Washington’s ‘forced labour’ law impact Xinjiang’s economy?

•   SCMP: Uncertainty dulls prospects for China trade and spending rebounds: analysts

•   Caixin: In Depth: China’s ATMs for Infrastructure Spending Get Squeezed, Again

•   Caixin: Rail Freight From China to Russia Spikes, While Fewer Trains Head to EU

•   Nikkei Asia: Baidu's self-driving taxis now a common sight in Beijing

•   Nikkei Asia: Mining companies rebrand as heroes of energy transition

•   Nikkei Asia: Samsung slips further behind TSMC in chipmaking race

•   매경(P1): 물가 잡기 급한 정부…소고기까지 무관세

•   매경: 커피·분유·소주 원료도 관세 없애…서민 생활물가 낮춘다

•   매경: '점유율 65%' 수입 소고기 무관세에 한우농가 "대정부 투쟁"

•   매경: [단독] 1인 가구·20대 겨냥한 '체감물가 지표' 만든다

•   매경(P1): "분양 제대로 얼어붙었네"…서울마저 9곳 중 6곳 계약미달

•   매경: "美기준금리 3.75%로 오르면 한국 GDP 0.7% 감소할 것"

※   금융연구원: 미국의 통화긴축 강화와 한국의 대응 세미나

•   매경: 신차보다 비싸던 그 인기 어디 갔나…중고차 가격 '뚝'

•   매경: SKC, 폴란드에 유럽 최대 동박공장

•   매경: 용인 반도체 클러스터, 14일 착공식 돌연 연기

•   매경: 코스피, 中증시와 탈동조화…中부양책 수혜 크지 않을 듯

•   매경: "가격 좀 싸졌네"하고 아무 집이나 덜컥 샀다간 낭패

•   매경(P1): 북미 유럽 수출, 중국 앞질렀다…韓 무역 지각변동

•   매경: 경제는 무조건 중국?…韓 해외투자도 미국·유럽으로 쏠린다

•   매경: 중국에 그렇게 당하고도…원자재 의존도는 되레 높아져 '불안'

•   매경(P1): 은행, 이자장사 여전…주담대 낮췄지만 신용대출은 올려

•   매경(P1): 또 인사낙마…성희롱 논란에 송옥렬 후보자 사퇴

•   매경: 산업계 '하투' 비상…현대차 노조, 지난주 토요 특근 거부

•   매경: 대우조선 하도급 노조원 7명, 도크 불법점거해 3천억 손실

•   매경: 르노코리아차 협상 최대쟁점 된 '임단협 다년제'

•   매경: 美 유럽 여행 계획 접을 판…항공대란에 출장갔던 기업인 발 묶여

•   매경: LG엔솔, 獨 지멘스 손잡고 '가상공장' 만든다

•   매경: 국내 상반기 친환경車 20만대 판매 돌파

•   매경: NFT 눈독 들이는 삼성…게임 '제노펫'에 투자

•   매경: [단독] "TV속 그 상품 사고싶나요? 리모콘 버튼만 누르세요"

•   매경: 카카오모빌 지분 매각 발언을 시장선 반대로 해석하는 이유 [아이티라떼]

•   매경: "배달비라도 아끼자"…편의점서 활어회, 치킨까지 '픽업'

•   한경(P1): [단독] 횡령 폭탄, 불증시 꺼질 때 드러난다

•   한경: "30분 만에 대기표도 마감"…연 6% 한정판 적금에 '오픈런'

•   한경: 은행 가계대출 9조 급감할 때 인터넷뱅크 대출은 6조 늘어

•   한경: 공유숙박 허용하며 규제 덕지덕지…"年 180일만 영업하라니"

•   한경: 네이버·카카오·쿠팡 만난 韓총리…"데이터 3법 개선안 신속히 마련"

•   한경: 경제사회노동위원장에 이철수 교수 유력…문성현 내주 사퇴

•   한경: 자사주 수십억 팔아치운 네이버…경쟁하듯 사들인 카카오

•   한경: 배터리 내재화가 어렵다면…완성차 "전기모터라도 생산"

•   한경: 삼성전자 이어 하이닉스도…상반기 성과급 100% 준다

•   한경: 버스 공공 와이파이 5G시대…도서관·시장에도 새로 구축

•   한경: "기업 실적이 꺾인다…車·2차전지가 피난처"

•   한경: 韓, 외국인 순매도 아시아 3위…금융위기 때보다 두 배 많아

•   한경: "반도체株 저평가…지금 사면 후회 안 할 것"

•   한경: 상추 88%·오이 70% 올랐는데…"폭염·폭우 예보, 가격 더 뛴다"

•   한경: "부산이었으면 욕 날아온다"…테슬라 자율주행 어떻길래 [백수전의 '테슬람이 간다']

•   한경(P1): "TV 더 많이 팔기 힘들다"…LG전자 '탈가전' 선언

•   한경(P1): 大이직의 시대, 평생 삼성맨·현대맨은 옛말…대기업 이직 급증

•   한경(P1): 돈줄 막힌 스타트업 '감원 칼바람'

•   한경: 상장 릴레이? 상장 딜레이!…토스·무신사·야놀자 IPO 연기

•   한경: "현금 흐름 최우선…플랫폼 수익성 증명해야"

•   한경: 투자 끊기자 "인건비부터 감축"…집토스·스푼 직원 30% 짐쌌다

•   한경: "아무도 이해 못해"…국세청 직원들도 모르는 양도세

•   한경: 4년 뒤엔…국민연금 지출 34조→53조로 급증

•   한경: 부실 공공기관 재무관리 강화한다

•   한경: "기업들, 약세장 속 대체투자에 꽂혀"

•   한경: 내달 출격 갤럭시Z폴드4…"폰 하나로 2개 번호 가능"

•   한경: "거시경제 리스크로 주택 가격 하락할 것…대구, 공급과잉 우려"

•   서경(P1): "타다 기사는 근로자 아냐"…'중노위 결정' 뒤집은 법원

•   서경: "뒤통수 맞았다"…재산세 되레 오른 6억 이하 1주택자 [S머니]

•   서경: 확산되는 차 업계 파업…르노코리아 노조도 파업권 확보 추진

•   서경(P1): '재정준칙 연동' GDP, 매년 0.9%P 전망-실적치 어긋났다

•   서경: 정권교체·블랙스완 위기 때마다 출렁…정교한 GDP 예측체계 필요

•   서경: 카드사 수수료는 3년마다 깎고…빅테크 간편결제엔 "동일기능 아냐"

•   서경: '리스크 커진 코인' 업계 자율만 강조…정부가 안 보인다

•   서경: 3분기 D램값 10%↓…삼성·SK, 생산량 조절 고민

•   서경: 원자재값↓·건설 부진…포스코, 일부제품 가격 인하

•   서경: "최저임금 5% 인상, 감당 못한다"…경총, 노동부에 이의제기서 제출

•   서경: TV 출하량 2.2% 감소…LG전자, 가전 역성장 우려

•   서경: “그래도 마·용·성인데"…집값 거품? 사겠다는 사람 없다

•   조선(P1): 예상보다 빨리 닥쳤다… 당국, 코로나 재유행 공식화

•   조선: [단독] 文정부 임명 위원장 사의 뒤... 탄소중립위 ‘개점 휴업’

•   조선(P1): 연사 320명, 세션 100개… 역대 최대 규모로 열린다

•   조선: 코로나 사망 85%가 60세 이상... 4차 접종해야

•   조선: 이번 초복엔 삼계탕 먹기도 힘들겠네

•   조선: 물가 4중폭탄 맞은 자영업 “남는 게 없다”

•   조선: 이번엔 철근콘크리트 업계 “공사비 인상” 파업… 수도권 등 건설현장 26곳 오늘부터 올스톱 위기

•   조선비즈: 화물 물동량 최고 전망에도… 대한항공·아시아나 못 웃는 이유

•   조선비즈: 한국 위협하는 中 중소형 OLED… 점유율 20% 넘었다

•   조선비즈: 삼성·LG 독주 깬 中 BOE, 아이폰 14에도 OLED 공급

•   조선비즈: 한은 ‘첫 빅스텝 임박’이라는데 거꾸로 떨어지는 채권금리…“경기침체 부담 본격화”

•   조선비즈: [세종풍향계] “수입은 안 하지만”…中 돼지고기 가격 상승에 긴장하는 물가당국, 왜?

•   조선비즈: 삼성전자 라이벌 대만 TSMC, “인플레 대비해 생산설비 조정”

•   조선비즈: [3040 파워 이코노미스트]① 석병훈·유혜미 교수 “세금 깎는 물가정책, 인플레 장기화 유발…금리인상과 엇박자”

•   조선비즈: [3040 파워 이코노미스트]② 석병훈·유혜미 교수 “출산금 아니라 육아비 보조해야 인구 감소 극복 가능”

•   조선비즈: 잘 나가던 초대형 원유 운반선, 발주량 뚝 끊긴 이유는

•   인베스트조선: 커지는 자금경색 신호…캐피탈사 부동산·벤처 투심 '꽁꽁'

•   중앙(P1): [view] 한·일관계 ‘아베 그늘 벗기’ 3년이 골든타임

•   중앙: ‘뿌리 중소기업’ 전기료 쇼크에 한번 더 휘청

•   중앙: 동학개미 대이동…‘안전자산’ 채권에 올들어 5조 넘게 몰렸다

•   중앙: [단독] 지금 차 사면 언제 받아요?…“2년 걸릴 수도”

•   중앙: 상장사 17% 여성 사외이사 ‘0명’…“인재풀 모자라 외국인까지 물색”

•   동아: 유럽 ‘50조 원전’ 수주전… 韓 기술력 vs 美佛 외교력

•   동아: 기름값 상승세 꺾여… 휘발유 L당 48원↓, 경유 32원↓

•   동아: 아파트 거래 7.7%, 전셋값 〉매매가… ‘깡통전세’ 우려

•   동아: 수주 호황에 船價도 상승세… 조선업 장기 실적 ‘일단 쾌청’

•   동아: “런치플레이션 무서워”… 편의점 도시락 매출 급증

•   문화: “소주성 틀렸다… 일자리 줄어들고 소비도 위축”

•   문화: 비용 폭증에… 도시·광역철도 사업 줄줄이 ‘스톱’

•   한국: "우리 드론이 더 먼저 나른다" 편의점 배송 1호 놓고 CU·세븐일레븐 '하늘 경쟁'

•   한국(P1): "집 안 팔려 우울증 걸릴 판"... 주택시장 곳곳서 '악' 소리

•   국민: 승합·배송·물류 … ‘원하는 목적대로’ 車 만들어드립니다

•   국민: 부유식 해상풍력… 조선사들 ‘바다 위 발전소’에 눈을 뜨다

•   국민: 탄소중립으로 가는 징검다리… CCUS에 꽂히는 산업계

•   국민: 아파트 시장 소형·저가 주도… 서울 40㎡ 이하 매매 ¼ 차지

•   서울(P1): 물가發 소득세 개편…월급쟁이 부담 던다

•   서울: 일부 과표구간 올리고 세율 낮출 듯… 면세자는 늘지 않도록 조정

•   서울: 400만 피서객 온다… ‘노 마스크’ 전전긍긍

•   서울: 고물가·고금리 덮친 소상공인… ‘착한 임대인’마저 줄어 신음

•   머니투데이: "1년도 길다"…6개월 '바짝 모으는' 예·적금 속속 등장

•   머니투데이: "재건축 포기합니다"…물가 치솟자 건설사들도 발뺀다

•   머니투데이: 믿었던 가전의 충격…LG전자 목표가 하향 조정, 하반기 '먹구름'

•   헤럴드경제(P1): RE100 첫 가입 그 후 2년...더 독해진 ‘그린 전쟁’ [헤럴드 뷰]

•   헤럴드경제: “탈탄소 앞당기자”…업종 불문 ‘재생에너지’ 전환 사활 [헤럴드뷰]

•   헤럴드경제: 낮은 발전량과 비용 부담은 걸림돌...‘RE100 따라잡기’ 기업 고충도 산적 [헤럴드 뷰]

•   헤럴드경제: 한국형 녹색분류체계 9월 확정...원전 포함시킬 가능성 커졌다

•   파이낸셜뉴스(P1): 재택근무 연착륙 움직임…서울 쏠림 해법될까 [인구소멸 대안 '지방 재택근무']

•   파이낸셜뉴스(P1): D램 혹독한 겨울 예고... 3나노에 미래 건 삼성

•   파이낸셜뉴스: 전자부품 투톱, 고부가 전략으로 비수기 뚫었다

•   아시아경제(P1): [대략난감 재택근무①]근태관리의 함정…직원들은 "감시", 회사는 "소통"

•   아시아경제: [대략난감 재택근무②] "회사가 우리집 빌려 장사" VS "그럴 거면 출근합시다"

•   아시아경제: [대략난감 재택근무③] 직원들 "재택하니 협업·생산성 좋아져" 답변에 경영진은 "모르는 소리"

•   아시아경제: 원자재값 급락 속 나홀로 뛰는 리튬…끝나지 않은 ‘공급망 위기’

•   아시아경제: [단독]‘탈석탄’ 내몰린 석탄공사…‘60년 역사’ 연구소 폐쇄

•   이데일리(P1): 첫 빅스텝 앞둔 한은, S 너머 'R'을 경계하라

•   이데일리: 한 번도 가지 않은 길 가는 韓銀…고물가와 경기침체 사이 고민 깊어져

•   이데일리: 7월 초순부터 전력수요 역대최대 수준…여름철 수급 우려 커져

•   연합: 오후 9시까지 전국 1만2213명 확진…1주 전의 2.1배로 증가

•   연합: "감자볶음 리필 안 돼요"…고물가시대 한식집 상차림도 달라져

•   연합: 기재부 잘 나간다더니…긴 줄 본부대기에 실직자까지 등장

•   더구루: [단독] '최태원·빌게이츠' 원전동맹 위력 발휘…테라파워, 세르비아 소형 원전 사업자 후보군

•   전자신문(P1): 5G 정부망 사업 유찰 '수익성 없다'

•   전자신문(P1): 8인치 파운드리 가동률 하락...반도체 성장 주춤

•   전자신문: [단독]SKT·KT, 삼성에 5G 장비 '64TRx' 공급 요청

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz, Dean Baker): Inflation Dos and Don’ts

•   Project Syndicate(Raj Persaud): The End of Boris’s Illusion

•   Project Syndicate(Barry Eichengreen): Boris Johnson Leaves Behind a Sterling Mess

•   Project Syndicate(Daniel Gros): An Inflation-Adjusted Social Contract for Europe

•   Project Syndicate(Bill Emmott): How Abe Changed Japan

•   FT(Editorial Board): Shinzo Abe restored Japan’s place on the world stage

•   FT(Editorial Board): The commodities slump muddies an already complex picture

•   FT(Martin Wolf): The UK economy is stagnant — and the reasons run deep

•   FT(David Pilling): Calls for a just energy transition in Africa carry echoes of elite panic

•   FT(Katie Martin): Bonds regain some sparkle after grim reset

•   FT(Merryn Somerset Webb): Uncomfortable echoes of the 1970s

•   FT(Leo Lewis): What Shinzo Abe’s assassination means for ‘Pax Japonica’

•   FT(John Burn-Murdoch): Covid’s chronic effects loom increasingly large

•   FT(Timothy Garton Ash): Post-Johnson Britain must reset relations with Europe

•   FT(Philip Coggan): Markets are losing faith in central banks

•   FT(Karen Ward): Why a higher inflation regime will eventually be good for investors

•   FT(Lex): Employment: low pay and inflation force workers to hustle on the side

•   FT(Lex): Reconstruction: cost to rebuild Ukraine could exceed previous wars

•   WSJ(Editorial Board): Shinzo Abe and Japan’s Revival

•   WSJ(Editorial Board): Shinzo Abe and North Korea’s Kidnappers

•   WSJ(Holman W. Jenkins, Jr.): Is a Carbon Tax the Only Way to Stop the Climate Activists?

•   WSJ(Andy Kessler): The Many Reasons ESG Is a Loser

•   WSJ(Mary Anastasia O’Grady): Argentina Heads for Another Crackup

•   WSJ(Fred P. Hochberg): Imports Would Give America a Boost

•   WSJ(John Greenwood, Steve H. Hanke): The Fed Ignored the Money Supply, and a Recession Is Coming

•   WSJ(Michael Auslin): Shinzo Abe Cast Japan in a Leading Role on the Global Stage

•   WSJ(Victoria Coates): The EU Gets Real About Energy Security

•   WSJ(Matt Pottinger): Shinzo Abe Invented the ‘Indo-Pacific’

•   WSJ(Mark Kimmitt): West’s Ukraine Strategy Will Mean a Prolonged, Bloody Stalemate

•   NYT(Paul Krugman): That Was the Stagflation That Was

•   WP(Joe Biden): Why I’m going to Saudi Arabia

•   WP(John R. Bolton): The death of Shinzo Abe is a loss to the U.S. and its allies

•   WP(Josh Rogin): Abe’s legacy is a world better prepared to confront China

•   WP(Megan McArdle): The reordering power of a recession may come as a shock to younger workers

•   Bloomberg(Editorial Board): Be Grateful for Crypto’s Well-Timed Meltdown

•   Bloomberg(Daniel Moss): Abe’s Greatest Economic Policy Legacy Is Looking Careworn

•   Bloomberg(Jonathan Levin): Jobs Report Gives Powell a Little More Runway to Raise Rates

•   Bloomberg(John Authers): There’s Good News for the Global Economy, If You Look

•   Bloomberg(Marcus Ashworth): The ECB Needs a Formidable Tool Against Fragmentation

•   Bloomberg(Robert Burgess): Biden's Middle East Trip Fraught With Risk and Opportunity

•   Bloomberg(Julian Lee): Putin’s New Weapon of Mass Disruption: Kazakh Oil

•   Bloomberg(Clara Ferreira Marques): How To Be a Modern Autocrat

•   Bloomberg(Pankaj Mishra): Ukraine Shouldn’t Overplay Its Hand With Allies

•   Bloomberg(Stephen Mihm): Inflation Is Raging Because Globalization Is Fading

•   Bloomberg(Max Hastings): Boris Johnson Exits, But the Damage to the UK Will Linger

•   Bloomberg(Gearoid Reidy): It’s Up to Kishida to Achieve Abe’s Great Unrealized Dream of Reform

•   MarketWatch(Shihoko Goto): Shinzo Abe wanted to be the next Margaret Thatcher