Global Economic Monitor 220718

(Introduction)

[Markets]

•   Global: World stocks rally, dollar dips as investors weigh spending data, inflation scares

※   Global markets firmer

※   Chinese economy slowed sharply in Q2

※   U.S. yields, dollar pull back after Fed officials' comments

•   Eurozone: Italian debt market flashes warning as Draghi government teeters

•   Metals: Copper rebounds from probe below $7,000 after U.S. data

•   Grains: CBOT wheat hits 5-month low; corn, soy firm on U.S. weather outlook

•   한국: 코스피, 외국인 매수 전환에 상승 마감…2,330선 턱걸이

•   한국: 증시 떠나는 동학개미…하루 거래대금 86%↓

•   한국: 속수무책 환율 1320원 뚫렸다…미·중發 악재 겹치며 급등

※   매경: "원화값 1350원대 각오해야"…당국, 마땅한 방어책 없어 고심

•   한국: 금리 정점론 솔솔… 채권시장 일단 진정세

[Indicators]

•   US Q2 Index of common inflation expectations: Fed’s Broad-Based Inflation Expectations Index

•   US May Business inventories: U.S. business inventories increase strongly in May

•   US Jun. Retail sales: U.S. Retail Sales Rose 1% in June

※   Consumers spent more across a range of goods while inflation reached new four-decade high

•   US Jun. Industrial production: US Factory Output Declines for a Second Month on Consumer Goods

•   US Jun. Export·Import prices: U.S. import prices rise less than expected in June

•   US Jul. Consumer sentiment: US Long-Term Inflation Expectations Drop to One-Year Low

•   US Jul. Empire State manufacturing index: New York Empire State July factory activity gauge improves, but mood darkens

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

•   Europe Jun. Car sales: Europe Car Sales Slump to Worst June in Decades on Supply Issues

•   China Jun. Q2 GDP: China’s Economy Records 0.4% Growth, Weakest Since Wuhan Lockdown

※   The Chinese economy narrowly avoided a contraction in the second quarter as Beijing’s zero-Covid approach took a toll

※   WSJ: China Is in Trouble, Even With Sliver of Growth

•   한국 5월 주요 국가산업단지 산업동향: 5월 산단 가동률 0.3%P↑

•   한국 6월 COFIX: 코픽스 역대 최대폭 상승…주담대 금리 계속 오른다

•   한국 6월 수출입 컨테이너 운임: 6월 미국 동부행 수출 컨테이너 해상 운송비 1년새 두 배

•   한국 6월 주택가격(부동산원): 전국 집값 2년10개월만에 하락 전환…아파트값 낙폭 2배로 확대

[News]

•   WSJ: Biden to Define U.S. Middle East Vision Heavy on Diplomacy

•   WSJ: Biden Places Bet on ‘Long Game’ in Bid to Reset Relations With Saudi Arabia

※   Saudi officials temper expectations after summit between crown prince, U.S. president

•   WSJ: Russian Missile Attacks Hit Another Ukrainian City, Regional Officials Say

•   WSJ: Russian Strikes Intensify as Moscow Aims to Tighten Grip on Donbas

※   Russia hits civilian centers and buildings across Ukraine, in what analysts say is an attempt to sour Kyiv’s appetite for war

•   WSJ: Zelensky Removes Ukraine’s General Prosecutor, Head of Secret Service

•   WSJ: Economic War of Attrition Takes Toll on Russia, West

•   WSJ: EU Shipowners Race to Move Russian Oil Before Sanctions Kick In

•   WSJ: Sanctions Exemption for Turbines Aims to Restart Russian Gas Flows to Europe

•   WSJ: Putin Seeks to Cement Ties With Iran, Turkey in Rare Trip Abroad

•   WSJ: Most of U.S. Population Now in Areas With High Covid-19 Levels as BA.5 Subvariant Spreads

•   WSJ: Fed Officials Preparing to Lift Interest Rates by Another 0.75 Percentage Point

※   Policy makers are leaning against full-point increase despite June inflation surge

•   WSJ: Fed’s Bullard Raises Target for Year-End Funds Rate

•   WSJ: As Fed Tightens, Economists Worry It Will Go Too Far

•   WSJ: The Fed Needs to Rewrite Its Playbook

•   WSJ: Inflation Has Outpaced Wage Growth. Now It’s Cutting Into Spending.

•   WSJ: Biden Signals He Would Back Prescription Drug Bill Without Climate Measures

•   WSJ: Sen. Joe Manchin Balks at Global Minimum Tax Championed by Biden

•   WSJ: All Jobs Businesses Cut in Pandemic Are Back, but Not Where They Were Lost

•   WSJ: Chip Investment Decisions Await Congressional Action on $52 Billion Funding Bill

•   WSJ: What Is the True Cost of Inflation? It’s Complicated.

•   WSJ: Extreme Heat Scorches Europe, Fueling Wildfires, Drought

•   WSJ: Chinese Firms Are Selling Russia Goods Its Military Needs to Keep Fighting in Ukraine

•   WSJ: In Prolonged War Against Covid, China’s Economy Is a Victim

•   WSJ: China’s Economic Comeback From Covid-19 Shutdowns Likely to Be Slow and Bumpy

•   WSJ: Europeans Are Working Even Less, and Not by Choice

•   WSJ: Mario Draghi Resignation Puts Italy’s Leadership in Flux

•   WSJ: Iran’s Warships to Carry Armed Drones in New Threat to Its Regional Foes

•   WSJ: Afghan Economy Crumbles Since Taliban Takeover

•   WSJ: Pakistan Government Loses Key Elections After Raising Gasoline Prices

•   WSJ: Strong Dollar Extends Gains With No End to Rally in Sight

•   WSJ: Earnings Season Off to Slow Start, Clouding the Outlook for Stocks

•   WSJ: Many Investors Are Fleeing the Stock Market, but Some Are Doubling Down: ‘If I Lose $15,000, I’m Not Going to Die’

•   WSJ: Stock Investors, After Brutal Stretch, Have Rarely Been This Pessimistic

•   WSJ: Investors Pour Cash Into Higher-Yielding Fixed Annuities

•   WSJ: Debt-Market Jitters Come for Leveraged Loans

•   WSJ: A Recession for Thee but Not for Me

•   WSJ: Companies Shrink Cash Buffers as Economic Shock of Pandemic Fades

•   WSJ: Elon Musk Fires Back at Twitter Lawsuit

•   WSJ: Companies Must Clean Up Supply Chains Under Uyghur Forced Labor Law, Legislators Say

•   WSJ: Volkswagen to Keep Factory Running in China’s Xinjiang Region

•   WSJ: 71 Cities and Towns Are Paying Tech Workers to Abandon Silicon Valley. It’s Working.

•   WSJ: Ukraine Leans on Elon Musk’s Starlink in Fight Against Russia

•   WSJ: Recent Surge in Car-Fire Recalls Frustrates Drivers

•   NYT: The World Economy Is Imperiled by a Force Hiding in Plain Sight

※   Well more than two years into the worst pandemic in a century, the accompanying economic shock continues to assault global fortunes.

•   NYT: The Dollar Is Extremely Strong, Pushing Down the World

•   NYT: Voters See a Bad Economy, Even if They’re Doing OK

•   NYT: Build Back Better Is a Health Care Bill Now

•   NYT: As the Planet Cooks, Climate Stalls as a Political Issue

•   NYT: Four Ways the United States Can Still Fight Climate Change

•   NYT: Did Nature Heal During the Pandemic ‘Anthropause’?

•   NYT: Gaps in Arms Supplies to Ukraine Point to Countries’ Divergent Strategies

•   NYT: Putin Aims to Shape a New Generation of Supporters, Through Schools

•   NYT: Germany Hopes to Outrace a Russian Gas Cutoff and Bone Cold Winter

•   NYT: Italy’s Crisis Redoubles European Foreboding

•   NYT: What inflation? China’s peppercorn purveyors are feeling the heat.

•   NYT: In a Twist, Old Coal Plants Help Deliver Renewable Power. Here’s How.

•   NYT: Energy Was the Only Bright Spot in the Stock Market’s Gloom

•   NYT: How to Get In on the Electric Vehicle Boom

•   NYT: Cryptomining Capacity in U.S. Rivals Energy Use of Houston, Findings Show

•   WP: Soaring dollar could help Fed in fight against inflation

•   WP: Gas prices may surge again ahead of midterm elections

•   WP: Economic worry keeps E.U. from imposing tougher sanctions on Russia

•   FT: Central banks embrace big rises to bolster currencies and fight inflation

•   FT: EU cuts down Russian coal imports ahead of bloc-wide ban

•   FT: Coronavirus sub-variant ‘Centaurus’ spreads across India and parts of Europe

•   FT: Ukraine accuses US and European banks over Russia links

•   FT: Mario Draghi struggles through mire of Italy’s turbulent politics

•   FT: European Investment Bank pledges to cut spending on roads

•   FT: Hungary optimistic on €15bn EU funds after pledges on energy and corruption

•   FT: North Macedonia approves EU proposal to start accession talks

•   FT: Boris Johnson’s allies step up their attacks on Rishi Sunak

•   FT: Chinese regulators rush to tame investor panic over mortgage boycotts

•   FT: China growth hopes rest on troubled local government financing vehicles

•   FT: Sri Lankan president resigns after fleeing to Singapore

•   FT: Sri Lanka opposition leader calls on IMF for ‘humane’ treatment

•   FT: What Sri Lanka reveals about the risks in emerging markets

•   FT: Debt sell-off intensifies strains for more than a dozen emerging markets

•   FT: Investors bet on deepening euro sell-off as recession fears escalate

•   FT: End of cheap money era scuppers dozens of corporate bond deals

•   FT: Rio Tinto warns of ‘considerable headwinds’ citing China Covid disruption

•   FT: Chinese drone maker lobbies to defeat US national security ban

•   FT: Case for ‘blue’ hydrogen suffers in Europe as war rages on

•   FT: EU clean energy targets risk being missed as rates rise

•   FT: Fuel cells show greatest promise in aviation

•   FT: Steelmakers explore hydrogen to power energy-hungry processes

•   FT: Alicia Eastman: Green hydrogen will be price-competitive by 2030

•   Bloomberg: G-20 Finance Meet Ends Without a Communique But Progress on Food

※   Division over Russia’s war in Ukraine meant a meeting of Group of 20 finance chiefs ended without the usual communique

•   Bloomberg: G-20 Finance Chiefs Blame Russia as Path to Soft Landing Narrows

•   Bloomberg: IMF to Cut Global Growth Outlook ‘Substantially’ at Next Review

•   Bloomberg: IMF Chief Warns of Debt Crisis as Higher Rates Follow Covid, War

※   IMF: IMF Managing Director Kristalina Georgieva Urges G20 Leadership to Address ‘Exceptionally Uncertain’ Global Outlook

•   Bloomberg: Supply Chains Inching Back to Normal Brace for Headwinds of Softer Demand

•   Bloomberg: US Risks Talking Itself Into a Recession, Moody’s Economist Says

•   Bloomberg: Europe’s Impending Recession Leaves ECB in Deeper Policy Bind

•   Bloomberg: ECB Bond Tool Seen Having No Limits as Steeper Rate Hikes Loom

•   Bloomberg: Traders See ECB’s Window to Hike Narrowing Before It Even Starts

•   Bloomberg: ECB Likely to Hike Rates 25 Basis Points Next Week, Rehn Says

•   Bloomberg: BOE’s Missed Inflation Aim Becomes Topic of UK Leadership Debate

•   Bloomberg: China Covid Cases Jump; Officials Say Still ‘Severe’ in Shanghai

•   Bloomberg: Shanghai Continues to Lock Down Areas Even as Cases Stabilize

•   Bloomberg: China Covid Cases Climb in New Risk to Economic Activity

•   Bloomberg: China’s Li Warns of Imported Inflation Risks as Economy Recovers

•   Bloomberg: Xi Makes First Xinjiang Visit Since ‘Strike Hard’ Campaign

•   Bloomberg: China Holds Off on Monetary Easing as Interbank Rates Stay Low

•   Bloomberg: China Central Bank Governor Pledges Stronger Support to Economy

•   Bloomberg: Goldman Cuts China’s Growth Forecast to 3.3% After Weak GDP Data

•   Bloomberg: China Needs More Stimulus to Offset Growth Slump, Economists Say

•   Bloomberg: China Is Pariah for Global Investors as Xi’s Policies Backfire

•   Bloomberg: Japan Covid Cases Hit Record Ahead of Summer Holidays, NHK Says

•   Bloomberg: Surprise Tightening in Asia Ups Pressure on Dovish Central Banks

•   Bloomberg: Fertilizer Inflation Forces Overhaul of Brazil Ports, Railways

•   Bloomberg: Unstoppable Dollar Risks Worsening $71 Billion Asia Stock Exodus

•   Bloomberg: This Could Be the Start of a Dollar ‘Doom Loop’ Like No Other

•   Bloomberg: Risk, Reward, Regulation: Central Bankers Eye Crypto Cautiously

•   Bloomberg: Europe Becomes Top Market for US Crude as War Upends Trade

•   Bloomberg: US Envoy Confident That Gulf Oil Producers Will Boost Supply

•   Bloomberg: End of Coal Ban Would Stabilize China Relations, Australia Says

•   Bloomberg: The World Can’t Get Enough of US Diesel as Exports Surge

•   Bloomberg: Huawei’s Secretive Chip Arm Seeks PhDs to Get Past US Sanctions

•   Bloomberg Businessweek: Gas Crisis of the ’70s Holds Lessons for Today

•   Reuters: India on course to become world's fastest-growing economy, says RBI

•   Reuters: EU: End of Iran nuclear talks near but may not yield deal

•   Reuters: Analysis: Macro gamblers grapple with immovable Bank of Japan

•   Reuters: Analysis: ECB bond aid plan's fault lines exposed by Italy's political crisis

•   Reuters: Analysis: As dollar roars higher, few dare to stand in its way

•   CNBC: CDC expects monkeypox outbreak to grow as total cases surpass 1,400 and vaccine demand outstrips supply

•   CNBC: China’s housing demand set to drop as the population ages, real estate broker predicts

•   CNBC: Stephen Roach says China is set for a weak rebound and a recession cannot be ruled out

•   CNBC: Boosting supply is the best way to stabilize oil prices, says OECD chief

•   CNBC: Millennials are to blame for sky-high inflation, strategist says

•   CNBC: Remote work may be an unlikely ally in Federal Reserve’s inflation fight

•   New York Post: Larry Summers says the Fed ‘let us down quite badly,’ is wrong about economy

•   SCMP: As the West tries to outgun China over peace in the Horn of Africa, can liberal values win the day?

•   SCMP: China jobs: youth unemployment hits record high in June – nearly 1 in 5 young people out of work

•   SCMP: China’s tech boomtown Shenzhen struggles under weight of lost jobs, dwindling profits and demand woes

•   SCMP: Explainer | 5 unanswered questions about the Henan bank crisis

•   SCMP: US approves possible sale of military assistance to Taiwan worth US$108 million

•   SCMP: China warns US against making ties worse and fuelling Asia-Pacific division

•   Global Times: Why Western predictions on China were mostly wrong in past decade

•   Caixin: China Green Bulletin: Beijing Plans to Bolster Green Construction

•   Nikkei Asia: Kishida emerges from Abe's shadow, but markets await policy details

•   Nikkei Asia: Japan steelmakers lay out road map for a hydrogen-electric future

•   Nikkei Asia: Japan solar businesses vie for Southeast Asian rooftops

•   Nikkei Asia: EV batteries: Recycling startup extracts cobalt, nickel 100 times faster

•   Nikkei Asia: Asia’s new agricultural revolution: planting a high-tech future

•   매경(P1): 이재용 8·15 사면 되나…與 권성동도 "기업인 뛸 공간 필요"

•   매경: 상장사 둘중 한곳 주가 고점대비 40% '주르륵'

•   매경: [단독] 들쑥날쑥 태양광 메우려…홀대받던 국내 화력발전 지원금 10배 늘린다

•   매경: DSLR 카메라 시대 종언…日 기술개발 중단

•   매경: "전비 높여라"…車업계, 전기차 '다이어트' 나섰다

•   매경: "요즘 집 사도 괜찮을까요?"…부동산 고수 4인의 조언은

•   매경: 지자체도 "고금리가 무서워"…빚갚기 안간힘

•   매경: 공룡 OTT 넘자…토종 업체들 '적과의 동침'

•   매경(P1): 2분기 '실적 쇼크' 긴장 속…목표주가 줄줄이 낮춘 종목은?

•   매경: 원화값 약세에 美금리인상 겹쳐…코스피 외인지분 30% 붕괴 눈앞

•   매경(P1): 4억 미만 변동금리 대출, 9월부터 고정금리로 바꿔준다

•   매경: 정부지원 주담대, 수도권은 혜택 거의 못볼듯

•   매경(P1): 외국인 국채투자 비과세…정부 연내 세법 개정

•   매경: 외국인 채권매입 1년새 36% 뚝…달러 붙잡아둘 고육책 동원

•   매경(P1): 우즈베크, 100개국에 파격 무비자…기업 몰려왔다

•   매경: 인구 절반 30세이하·천연자원 풍부…'황금알 우즈베크' 투자 급증

•   매경: "애들한테 손벌리기 싫어"…자격증 '열공'하는 5060 마처세대

•   매경: '빚투' 부메랑에…2030, 부모품으로 돌아갔다

•   매경: [단독] 4년7개월만에 도쿄서 마주앉는 한일외교…화이트리스트 복귀 협의한다

•   매경: "9월 아베 국장 이후 한일 정상회담 기대"

•   매경: 통화긴축 강화 땐 '美 경기침체 확률' 60%

※   한국은행: 해외경제 포커스(제2022-17호)

•   매경: 삼성전기, 서버용 반도체기판서 세계3强 노려

•   매경: 로봇이 택배 포장·출고까지…물류작업 생산성 55% '쑥'

•   매경: 뛰는 금리에…부채비율 높은 기업 '사면초가'

•   매경: '빚투' 동학개미, 주가급락·금리인상 이중고…신용거래융자 이자율 10% 육박

•   매경: 집값 하락에 깡통전세 속출…수도권도 비상

•   매경: 위헌 논란에도 강행하더니…'종이호랑이'된 중대재해법

•   매경: [단독] "돈 안되는 콜 떠맡기 싫어요"…카카오 떠나는 택시기사들

•   한경(P1): 윤 대통령 독대한 고용장관 "주52시간·호봉제 개편 추진"

•   한경(P1): 치킨 튀기고, 커피 내리고, 국수 말고…골목상권에 '서비스 로봇'이 들어왔다

•   한경: "일 잘하는 막내가 왔다"…'월급 50만원' 서빙 직원의 정체

•   한경: 거스를 수 없는 대세 된 '무인화'…서비스업 고용 위축 심화시키나

•   한경: 호텔·병원·물류창고에 투입…대기업들 "로봇이 미래 먹거리"

•   한경: 인플레에 기름 붓는 공무원 노조 "임금 7.4% 올려라"

•   한경: '버티고 버티다 결국…' 동네떡집 700곳 통째로 사라졌다

•   한경: 통신비·기름값 낮추는데…與 "기업들 동참해달라"

•   한경: "저가항공이 80만원? 차라리…" 달라진 여행객에 속 타는 LCC

•   한경(P1): 中企 사상 최악 인력난…"바이어도 등돌렸다"

•   한경: "청년수당 많아지니 구직 지원조차 안해" 소상공인 '한숨'

•   한경: "하루 25만원·月 600만원 줘야"…외국인 근로자 쟁탈전 더 심화

•   한경: "5만원에 농촌에도 밀렸다"…잘나가던 K제조업 '초비상'

•   한경: '소주성'에 등 떠밀린 기업…"韓 일자리 3만5000개 해외로 유출"

※   World Bank: Labor Market Rigidity at Home and Multinational Corporations’ Flexible Task Reallocation Abroad

•   한경: 지역축제 때도 텅~텅~ 푸드트럭이 사라졌다

•   한경: 전원주택 건축비 2배로 뛰어…"귀촌 포기합니다" 날벼락

•   한경: "여름보다 겨울이 걱정"…정부, 연료확보 초비상

•   한경: 韓 반도체·2차전지 투자 외국인에 최대 50% 현금 지원

•   한경: 부실 우려 자영업자도…"은행 자율로 장기대출 전환"

•   한경: "핸드폰 바꾸게? 기다려봐"…올들어 가장 싼 '갤럭시' 나온다

•   한경: "수익률 4%도 감지덕지"…'가즈아' 외치던 개미들 대이동

•   한경: 서울 민간 9곳 중 6곳 '미분양'…하반기 '내 집 마련' 전략은

•   한경: 공정거래' 덩치 키우는 대형 로펌들

•   서경: [단독]올 역대최대 외환유출 가능성…정부는 뾰족수 없어 전전긍긍

•   서경: ‘모호한 규정에 혼란’…중대재해법 시행령 연내 개정

•   서경: 항공우주청 신설 추진…R&D 예타 '1000억 이상'으로 완화

•   서경: 장영진 산업차관, "조선업 인력 부족 해결 위해 비자·주 52시간 제도 개선 추진"

•   서경: 2030년까지 '무탄소 선박' 기술 개발…2540억원 투입

•   서경: "집 안팔려 이사 못가요"…불꺼진 새 아파트 늘어난다

•   서경: 서울 분양가 1년새 3% 하락…시장선 "일시적"

•   서경(P1): '쌍高'에 돈줄 마르는 기업…"투자보다 현금"

•   서경(P1): 대출이자 부담에 수요 몰려…서울 오피스텔 월세 상승률 최고

•   서경: "아파트 전세커녕 월세도 감당못해"…세입자들 오피스텔로 밀려나

•   서경: 상반기 서울 아파트 월세 거래 4만건 역대 최다

•   서경: 6% 뚫은 전세대출…이자부담 2년새 2~3배 늘어날 수도

•   서경(P1): 끝모를 하락장… '공매도 사냥감' 된 코스피200 편입주

•   서경: 1000兆 투자 외쳤지만…경영 시계제로에 "설비증설 재검토"

•   서경: 'R의 공포' 덮친 수출기업…재고자산 석달새 20兆 폭증

•   서경: "勞불법엔 공권력 부재, 경영자엔 형사처벌…기업하지 말란 얘기"

•   서경: ‘車반도체 우군’ 늘리는 TSMC…현대차·삼성은?

•   서경: “수출기업 절반 계약파기 위기…ESG 실사비용 지원을”

•   서경: 올 들어 ‘시총 1조’ 56곳 줄어…상위 10곳 시총 모두 감소

•   서경: 레고처럼 쌓아 올린 12층 기숙사…공사기간 40% 줄여

•   조선: 최악 시나리오는 ‘빠른 놈과 더 빠른 놈’ 동시 유행

•   조선: 4차 접종하면… 감염 예방 효과 20%, 중증 예방은 50%

•   조선: 팍스로비드 추가구매하고 사망률 절반으로 낮추는 ‘사비자불린’도 도입 검토

•   조선: “민노총 몇명 탓에 회사 휘청” 대우조선 파업 저지, 청년들 나섰다

•   조선: 폐업으로 중고기계 넘쳐난다… 길가에 120m 늘어서

•   조선(P1): 대우조선 협력업체 ‘눈물의 줄폐업’

•   조선: 대우조선, 올해만 7조8000억 수주… 작업 지연돼 5000억원 매출 감소

•   조선: 법원 “무단점거 안풀면 하루 300만원씩 사측에 지급해야”

•   조선: 진단키트·선별진료소 찾아 주말마다 헤맨다

•   조선: [단독] 조코위 印尼 대통령, 이달 말 방한

•   조선: 서울서 부산까지 거뜬… ‘500㎞ 전기차’ 대중화 시대

•   조선비즈: 中 최대 시장인데… 美 ‘칩4 동맹’이 불편한 삼성·SK하이닉스

•   조선비즈: 작년 집값 급등 단지들, 올해 ‘억’소리 나게 ‘뚝’

•   조선비즈: [인사이드 차이나] 코로나 시작된 中 우한…이번엔 사람·자라서 콜레라 발견돼 또 발칵

•   조선비즈: 폴더블폰도 밀려나나…‘세계 1위’ 삼성, 중국폰에 치인다

•   조선비즈: 홍장표 KDI 원장·황덕순 노동연구원장 사표 수리

•   인베스트조선: "삼성전자 파운드리 美상장 어떨까"…삼성증권 제언의 미묘한 파장

•   인베스트조선: '투자 혹한기' 대비하는 비상장 투자업계...'다음 회수는 10년 뒤'

•   중앙: “외환보유액 급감 우려스러워, 당국 개입은 위기로 비칠수도”

•   중앙: “생산성 향상에 도움” 놀며 일하는 워케이션, 해외로 확대

•   중앙(P1): 中이 어떻게 0%대 성장할수 있나...현지 진출 211개 기업 '쇼크'

•   중앙: BA.5 BA.2.75 함께 등장, 정점 2번 쌍봉낙타형 유행 우려

•   중앙: 4차접종 감염예방 효과 20%, 3차 때의 3분의 1 수준

•   중앙: 오늘부터 50대 4차 접종 시작…3차 맞은뒤 최소 120일 지나야

•   중앙: 유류세 내린게 언젠데…기름값 아직도 2000원대

•   동아: “재료값 너무 올라서…” 구내식당의 한숨

•   동아(P1): ‘슈퍼달러 펀치’… 한국서 올들어 21조원 유출

•   동아(P1): 해수욕장 개장 1주새 강원 확진자 2.7배로

•   동아: “재료값 폭등해도 납품가 그대로” 식품中企 눈물

•   동아: 오이-대파값 작년의 2배… 추경호 “물가, 10월까진 불안”

•   문화(P1): 돌려받은 미군기지 개발 ‘거북이 걸음’

•   문화: 이창양 “이달중 반도체 전략 발표… 산업대전환 준비”

•   한국(P1): 여행자 면세한도, 600달러→800달러로 높인다

•   한국(P1): 중국에만 의존했던 네오디뮴... 기술 앞세워 자체공급망 구축 성공 [희토류, 독립의 조건]

•   한국: "나는 공매도를 증오합니다"… 개미, 민원·시위·협박 총동원

•   국민(P1): ‘빚투족’ 못갚은 빚, 결국 전국민이 떠안는다

•   국민: ‘보복여행’에 지연·결항 등 항공대란… 여행객만 발동동

•   서울: 물가 치솟는데, 쌀값만 주저앉았다

•   머니투데이(P1): LG·SK·한화까지···화학업계 대세 된 '수소 연료화'

•   머니투데이: 하반기 '中 경제' 살아나면 韓 반도체도 훈풍 탈까…관건은 '이것'

•   머니투데이: [단독]폭스바겐 탄 노스볼트, 2170 원통형 개발...K배터리 아성에 도전

•   헤럴드경제(P1): 레미콘·철근값 상승분 반영 기본형건축비 1.53% 상향

•   헤럴드경제: 쌓이는 DP 재고...패널칩 가격 ‘먹구름’

•   파이낸셜뉴스(P1): 코로나로 닫힌 인천~베이징 하늘길 열린다

•   파이낸셜뉴스: SK하이닉스 초봉 5300만원… '신입 1억 시대' 열린다 [반도체 임금 치킨게임]

•   파이낸셜뉴스: 비싼 차가 효자… 현대차, 8년만에 영업익 2조 기대

•   아시아경제(P1): "새벽 4시부터 줄섰어요"…적금들러 '오픈런' 3분만에 마감

•   아시아경제: 주요 4개 기업 '직고용' 패소 땐 인건비 3조 추가 지출

•   아시아경제: 美 '520억弗' 반도체법 조기표결 논의…삼성 텍사스투자 영향 적을듯

•   디지털타임스: "위기인데 휴가는 무슨"… 대기업 총수들 뜨거운 여름나기

•   디지털타임스: 실제 `에어택시` 타듯… 한발 앞서가는 SKT

•   디지털타임스: 건설기계·플랜트 파업 조짐에… 건설현장 또 셧다운 되나

•   이데일리(P1): 댄 나일스의 경고 "애플 아직도 비싸…하락장 더 오래 간다"

•   이데일리: ‘올해는 밀어내기 8월 증액 불가’…경고문 보낸 기재부

•   이데일리: 삼겹살·떡볶이·자장면 다 올랐다…상반기 외식물가 6.7% ↑

•   이데일리: 조 단위 '대어'들이 온다…하반기 불붙는 IPO 시장

•   이데일리: 4차산업혁명위 폐지…규제혁신 동력 잃을라 우려도

•   연합: 일요일 오후 9시까지 2만5079명 확진…지난주의 2배 '더블링'

•   연합: 나이 들어 경제활동 안하는 사람 248만명…상반기 22만명 증가

•   더구루: [단독] SK, '최태원 동생 최재원'이 직접 찾은 수소기업 추가 베팅

•   전자신문(P1): 1400억 투입 'K-백신' 임상서 멈췄다

•   전자신문(P1): 삼성 '비즈니스 TV' 브랜드 론칭...B2B 강화

[Opinions]

•   Project Syndicate(Shlomo Ben-Ami): Talking Peace in Ukraine

•   Project Syndicate(Barak Barfi): Biden’s Return to Realism in Saudi Arabia

•   FT(Editorial Board): The UK’s prime minister will be chosen based on fantasies

•   FT(Editorial Board): Italy still needs Mario Draghi

•   FT(Constanze Stelzenmüller): A German gas crisis will cause jitters across Europe

•   FT(Katie Martin): The era of the Great Exasperation arrives for investors

•   FT(Bob Prince): Investors need to prepare for stagflation

•   FT(Joe Miller): A political addiction to cheap Russian gas has brought Uniper low

•   FT(Elaine Moore): It’s not time to log off from reality yet

•   FT(Huiyao Wang): China’s zero-Covid policy has damaged its stock of global talent

•   FT(Lex): Copper: long-term promise cannot overcome bearish tone

•   WSJ(Editorial Board): Biden, Iran, and the Crown Prince

•   WSJ(Editorial Board): California Power Problems Hit Texas

•   WSJ(Editorial Board): Manchin’s Tax Message to Democrats

•   WSJ(Walter Russell Mead): Can Biden Correct Obama’s Mistakes in the Middle East?

•   WSJ(Gene Ludwig, Diana Dayoub): CPI Doesn’t Capture the True Cost of Living in Trump Country

•   WSJ(Tunku Varadarajan): Sri Lanka’s Green New Deal Was a Human Disaster

•   WSJ(James Piereson): Welcome to the Full-Employment Recession

•   WSJ(Gerald F. Seib): Putin and Xi’s Bet on the Global South

•   WSJ(Michael Allen): Will the GOP Abandon Ukraine?

•   WSJ(Dominic Green): Who’ll Replace Boris Johnson? Maybe Boris Johnson

•   NYT(Editorial Board): What Biden Got Right on His Trip to the Middle East

•   NYT(Paul Krugman): Why Markets Shrugged Off Bad Inflation News

•   NYT(Paul Krugman): Wonking Out: The Meaning of the Plunging Euro

•   NYT(David Brooks): A 2024 Presidential Candidate Who Meets the Moment

•   NYT(Leah C. Stokes): What Joe Manchin Cost Us

•   WP(Editorial Board): Biden is taking the right approach to the latest Manchin clash

•   WP(Editorial Board): In the Middle East, Biden’s policy bumps into U.S. principles

•   WP(Max Boot): Cut Biden some slack. U.S. presidents have to deal with dictators.

•   WP(Sebastian Mallaby): Trumpism makes the inflation fight urgent

•   WP(Karen Attiah): Biden’s fist bump with MBS was a crass betrayal

•   Bloomberg(Daniel Moss): Who Has the Stomach — Or Obstinacy — to Stand Against the Dollar?

•   Bloomberg(Jonathan Levin): Data-Dependent Fed Runs Out of Data to Change Its Mind

•   Bloomberg(Julian Lee): If We're Lucky, OPEC Is Wrong About Oil Demand Going Up

•   Bloomberg(Francis Wilkinson): Rising Seas Are the Next Crisis for the World’s Ports

•   Bloomberg(Stephen Mihm): Identifying Recessions Is More Art Than Science

•   Fox News(Newt Gingrich): Biden's big government socialism means that nothing works right in America

•   Global Times(Editorial Board): US-led chip alliance runs counter to South Korea’s strategic interests