Global Economic Monitor 220725

(Introduction)

[Markets]

•   Global: Stocks fall after touching six-week high, dollar weaker after U.S. data

※   MSCI World index snaps five-session win streak

※   U.S. stocks fall as social media stocks weigh

※   Dollar poised for biggest weekly pct decline in two months

•   India: Worries Rise for India’s Economy as Rupee Falls Past 80 a Dollar

•   Pakistan: Pakistan’s rupee falls fast as default fears intensify

•   Gold: Gold Prices Hit by Renewed Bets on Higher Yields and Stronger Dollar

•   Natural gas: Europe Gas Rises as Russian Supply Via Key Route Stays in Focus

•   Metals: Copper set for first weekly gain in 7 weeks as risk appetite returns

•   Grains: Wheat falls 6% on Ukraine grain export deal; corn sags, soy rallies

•   한국: 코스피, 기관 매도에 0.66% 하락…다시 2,400선 아래로

[Indicators]

•   US·Europe·Asia Jun. PMI: U.S., Global Business Activity Slid in July

※   Purchasing managers surveys indicate sharpest pullback for U.S. economy since early in the pandemic, with eurozone and other economies also showing weakness

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

•   UK Jun. Retail sales: High UK inflation hits sales, confidence and activity

•   Japan Jun. CPI: Japan Inflation Shows Early Signs of Hitting a Peak

•   India Weekly Foreign reserves: India’s Forex Reserves Fall to Lowest in More Than 20 Months

•   Russia Benchmark rate: Russia’s Central Bank Slashes Rates, Sees Smaller Hit From Sanctions

•   SCFI: 컨테이너선 운임 지수, 1년 만에 4000선 아래로

•   한국 6월 OECD 경기선행지수: OECD 한국 경기선행지수 13개월째 하락…"경기 전망 부정적"

•   한국 6월 거주자 외화예금: 환율 치솟자…6월 외화예금 다시 21억달러 줄어

•   한국 7월 제조업 업황 PSI: 전문가 체감 제조업 경기 석달 연속 악화…반도체↓·자동차

•   한국 주간 아파트 수급동향(부동산원): 한은 '빅스텝'에 집 더 안산다…아파트 매수심리 꽁꽁

•   한국 7월 주택가격(KB): KB시세로 3년 만에 전국 집값 상승 멈춰…수도권·지방광역시 하락 전환

•   한국 주간 휘발유 가격: 국내 휘발유 가격 3주째 하락세…이번 주에만 67.6원 내려

[News]

•   WSJ: Ukraine Sees Chance to Exploit Dwindling Russian Momentum

•   WSJ: U.S. Considers Supplying Ukraine With Fighter Jets, White House Says

•   WSJ: Ukraine’s Zelensky Says a Cease-Fire With Russia, Without Reclaiming Lost Lands, Will Only Prolong War

•   WSJ: Russia, Ukraine Clear Way for Grain Exports to Resume Amid Fears of Global Food Crisis

•   WSJ: Even With a Ukraine Deal, World Grain Supplies Are Tight

•   WSJ: Russia Strikes Odessa Port After Signing Deal to Unblock Ukrainian Grain Exports

※   Attack could jeopardize efforts to get Ukrainian grain moving as food inflation worsens around the world

•   WSJ: Russian Strikes Take Toll on Civilians as Ukraine Gears Up for Counteroffensive

•   WSJ: Ukraine Struggles to Identify Russians Suspected of War Crimes

•   WSJ: Putin’s Unexpected Challenge: Snubs From His Central Asian Allies

•   WSJ: Russians Turn to Their Gardens to Offset Sanctions

•   WSJ: WHO Declares Monkeypox a Global Health Emergency

※   World Health Organization’s move comes despite majority of experts on advisory committee being against a declaration

•   WSJ: World’s Growing Thirst for American Gas Tests U.S. Ability to Meet Demand

•   WSJ: Biden’s Covid-19 Symptoms Continue to Get Better, White House Says

※   President is taking Pfizer’s Paxlovid drug and expected to isolate for at least a couple more days

•   WSJ: Nancy Pelosi’s Possible Trip to Taiwan Unsettles China—and the White House

•   WSJ: Fedspeak Cheat Sheet: What Fed Officials Said Before Their July Meeting

•   WSJ: Derby’s Take: FOMC’s Hawk-Turned-Dove Looks Poised for Another Dissent

•   WSJ: U.S. Risks Deeper Downturn If Fed Has to Fight Inflation Alone

•   WSJ: There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?

•   WSJ: U.S. Continues to Swelter Under Record-Breaking Heat Wave

•   WSJ: Why Is U.S. Infrastructure So Costly—and What Can We Do About It?

•   WSJ: Congress Looks to Move Forward on Chip-Shortage, Drug-Cost Bills Before August Break

•   WSJ: Europe Is Tested Anew, This Time by Energy, Inflation and Putin

•   WSJ: Drivers Get Steep Discount at Gas Stations Across France

•   WSJ: U.S. Trade Complaint Against Mexico Puts López Obrador in a Corner

•   WSJ: China Bets Big on Basic Chips in Self-Sufficiency Push

•   WSJ: Sri Lanka Security Forces Clear Main Protest Camp in Colombo

•   WSJ: Inside Saudi Arabia’s Plan to Build a Skyscraper That Stretches for 75 Miles

•   WSJ: Booming Carbon-Credits Market Took Hit as Stocks Sold Off

•   WSJ: Foreign Outflows From Chinese Bonds Ebb in June

•   WSJ: A New Bull Market Can’t Start Until Investors Give Up

•   WSJ: Weak Earnings Reports Aren’t Fazing Investors After Brutal Year for Stocks

•   WSJ: Apple, Amazon, Meta Highlight Tech-Heavy Earnings Week

•   WSJ: What CEOs Are Saying: ‘We See Inflation Deeply Entrenched’

•   WSJ: Twitter Reports Drop in Revenue, Blames Uncertainty Over Elon Musk Deal

•   WSJ: Tesla Is Set for Settlement Talks Over Musk Tweets About Taking Company Private

•   WSJ: Elon Musk’s Friendship With Sergey Brin Ruptured by Alleged Affair

•   WSJ: Tesla Looks to Open Its EV-Charging Network

•   WSJ: Amazon Faces Fierce Competition in Health Ambitions After One Medical Deal

•   WSJ: Steelmakers Pour On More Investments, Shaking Off Economic Concerns

•   WSJ: Oil Doesn’t Have to Boom for These Companies to Thrive

•   WSJ: Rich Americans Keep Borrowing, Defying Economic Gloom

•   WSJ: Covid-19 Lab Companies Retrench as Rapid Tests Take Over

•   NYT: The pandemic isn’t over, but most U.S. states formally say that it’s no longer a health emergency.

•   NYT: Biden’s New Economic Scorecard: The Price at the Pump

•   NYT: On U.S. Foreign Policy, the New Boss Acts a Lot Like the Old One

•   NYT: We Need to Keep Building Houses, Even if No One Wants to Buy

•   NYT: Last Stand at Azovstal: Inside the Siege That Shaped the Ukraine War

•   NYT: Turkey’s Leader Remains a Headache for Biden Despite Aiding in Ukraine Deal

•   NYT: Pakistan’s Deadly Flood Season Worsened by Climate Change and Bad Infrastructure

•   WP: 5 economic forces behind the Fed’s next rate hike decision

•   WP: Second coronavirus booster shots for people under 50 on hold amid drive to speed up new vaccine

•   WP: In Detroit, the chip shortage has left the city eerily short of cars

•   WP: Ukraine wants more ‘game-changer’ HIMARS. The U.S. says it’s complicated.

•   FT: Captured nuclear plant doubles as launch pad for Russian rocket attacks

•   FT: Germany ploughs €15bn into struggling energy group Uniper

•   FT: EU countries seek exemptions to Brussels’ plans to cut gas demand

•   FT: ‘Draghi walked into a trap’: leader’s ultimatum shatters Italy’s stability

•   FT: Spain blasts EU plan to slash gas use as bloc’s solidarity tested

•   FT: ‘We are not offering forward guidance’: ECB ditches policy that blocked earlier rate rise

•   FT: EU must act faster to agree more global deals, says trade chief

•   FT: Passengers face chaotic trips as flight disruption sweeps Europe

•   FT: Europe’s stretched tourist workforce struggles to meet surge in demand

•   FT: Covid-19 infections still rising in England, latest ONS data show

•   FT: How do Truss and Sunak differ on UK economic policy?

•   FT: Race for No 10: the key Truss and Sunak backers in line for top jobs

•   FT: Rising rents mean no shelter for Americans from inflation storm

•   FT: Will the Federal Reserve surprise markets next week?

•   FT: China’s Belt and Road spending in Russia drops to zero

•   FT: Bargain hunting Chinese shoppers stoke craze for soon-to-expire food

•   FT: Beijing plans three-tier data strategy to avoid US delistings

•   FT: Japan sounds alarm over Russian and Chinese military co-operation

•   FT: Bolsonaro kicks off re-election bid with pitch to conservative Brazilians

•   FT: India accelerates drive to offload company stakes in rush for cash

•   FT: Herbert Diess ousted as Volkswagen boss

•   FT: ‘Ruffling feathers’: How VW fell out of love with Herbert Diess

•   FT: Can cities adapt to an era of extreme heat?

•   Bloomberg: World’s Key Workers Threaten to Hit Economy Where It Will Hurt

•   Bloomberg: Recession Now Appears the Price to Pay for Beating Inflation

•   Bloomberg: Summers Says Fed Needs to Take Strong Action to Curb Inflation

•   Bloomberg: Fed to Inflict More Pain on Economy as It Readies Big Rate Hike

•   Bloomberg: Powell Price Fight Risks Lawmaker Ire If Employment Falters

•   Bloomberg: Yellen Says Signs of US Recession Aren’t in Sight for Now

•   Bloomberg: Consumer Confidence Drops as Inflation Squeezes US Shoppers

•   Bloomberg: US Dependence on Taiwan Chips Is ‘Untenable,’ Raimondo Says

•   Bloomberg: Powell Seen Slowing Fed’s Hikes After 75 Basis Points Next Week

•   Bloomberg: Here Are Powell’s Key Indicators Shaping the Fed’s Rate Path

•   Bloomberg: Europe Frets With Gas Flows Still at Risk After Pipeline Restart

•   Bloomberg: ECB Survey Shows Inflation Further Above 2% Goal in Longer Term

•   Bloomberg: ECB’s Lagarde Vows Record Inflation Will Return to 2% Target

•   Bloomberg: ECB’s Kazimir Says Next Hike May Be Quarter or Half Point

•   Bloomberg: ECB May Endure Moderate Recession to Halt Prices, Holzmann Says

•   Bloomberg: Macron Economic Agenda Passes First Test in Divided Lower House

•   Bloomberg: Scholz Opens Door for Extending Nuclear Power in Germany

•   Bloomberg: Here’s Italy’s Election Landscape as Summer Campaigning Starts

•   Bloomberg: BofA Sees UK Recession in 2023 on Higher Inflation and Rates

•   Bloomberg: EU Ramps Up Legal Pressure on UK Over Breaches of Brexit Deal

•   Bloomberg: UK Set for Most Expensive Summer Weekend Electricity on Record

•   Bloomberg: Interest Rates Would Rise Faster If Truss Beats Sunak, Economists Say

•   Bloomberg: The Pound’s Woes Run Deep, Whether It’s Truss or Sunak in No. 10

•   Bloomberg: UK’s Outsider Economists Question Radicalism of Trussonomics

•   Bloomberg: What Corporate Britain Can Reveal About the State of the Economy

•   Bloomberg: Xi Wields Carrots and Sticks to Quash China Mortgage Boycotts

•   Bloomberg: China Urges Accelerating Construction Projects to Boost Economy

•   Bloomberg: China Snap Lockdown Crimps Business, Strands Tourists

•   Bloomberg: China Firms Post Worst Interim Earnings in Two Years, MS Says

•   Bloomberg: China Reports Fewer Covid Cases as Gansu Outbreak Eases

•   Bloomberg: China on Alert for Evergrande Restructuring Plan After Shakeup

•   Bloomberg: Inflation to Drive RBI’s Rate Action Rather Than Rupee, DBS Says

•   Bloomberg: Arab-Spring Warning Spurs Ramaphosa to Tout Growth-Plan Progress

•   Bloomberg: South Africa Basic Income Grant May Drive Emigration, Study Says

•   Bloomberg: Bond Traders Hunt for the Trigger of the ECB’s Anti-Crisis Tool

•   Bloomberg: Capital Outflows From China Sovereign Bonds Just Hit $30 Billion

•   Bloomberg: Global Money Trickles Back Into Most Unloved Asian Stock Markets

•   Bloomberg: After $30 Billion Exodus, Global Money Trickles Back Into India

•   Bloomberg: Goldman, UBS Now See Worst Year for Europe Stocks Since 2008

•   Bloomberg: BofA Says Stock Outflows Are Yet to Reflect Investor Pessimism

•   Bloomberg: Parity Beckons for the Euro Even With ECB Speeding Up Rate Hikes

•   Bloomberg: Favored Emerging-Market Trade Loses Luster on Recession Fears

•   Bloomberg: Bond Traders Regaining Faith That Fed Can Slay Inflation Dragon

•   Bloomberg: Trade Deficit, Equity Outflows Signal More Losses for Korean Won

•   Bloomberg: PBOC Official Vows to Protect User Privacy in Digital Yuan Push

•   Bloomberg: China Facing Competition for Its Favorite Russian Oil From India

•   Bloomberg: Ships That Hauled Iranian Oil Are Switching to Russian Crude

•   Bloomberg: China Is Preparing to Step In to Curb Soaring Solar Prices

•   Bloomberg: China’s Property Crisis Burns Middle Class Stuck With Huge Loans

•   Bloomberg: A Green Hydrogen Economy Depends on This Little-Known Machine

•   Bloomberg: What Is DeFi? Is It Different From Traditional Finance?

•   Bloomberg: Latin America's Climate Disasters Threaten Global Food Security

•   Bloomberg Businessweek: ECB Rate Hikes Trigger Debt Crisis Flashbacks

•   Reuters: GLOBAL ECONOMY Global slowdown fears darken as cost of living bites

•   Reuters: Wildfires burn coastal homes, forests in Greece as Europe's heatwave spreads east

•   Reuters: China plans 'great efforts' to consolidate economic recovery

•   Reuters: China's Xinjiang warns of more floods, risk to cotton crop amid heatwaves

•   Reuters: Iran's nuclear programme is "galloping ahead", IAEA chief says -El Pais

•   Reuters: Exclusive: Hyundai subsidiary has used child labor at Alabama factory

•   Reuters: Analysis: Putin bets on an ancient weapon in Ukraine: time

•   Reuters: Analysis: Ukraine war rekindles Europe's demand for African oil and gas

•   Reuters: Analysis: Brazil risk premium soars after Congress breaks spending cap

•   Reuters: Analysis: Europe's banks brace for bumpy ride after cheap money decade

•   CNN: CNN Exclusive: FBI investigation determined Chinese-made Huawei equipment could disrupt US nuclear arsenal communications

•   CNN: What the Fed and Madonna have in common

•   CNBC: Goldman Sachs says the bear market isn’t over yet, and explains why

•   CNBC: West Coast ports reduce idling vessels as container supply increases

•   CNBC: Apple’s new car software could be a trojan horse into the automotive industry

•   CNBC: A pilot project in the North Sea will develop floating solar panels that glide over waves ‘like a carpet’

•   MarketWatch: Will the Federal Reserve kill the stock-market bounce?

•   Fox Business: Experts slam Pete Buttigieg's comments on EVs: 'A con job'

•   SCMP: China on guard as European Central Bank, US Fed interest rate hikes threaten greater spillover effects

•   SCMP: China debt: battling zero-Covid and a property market slump, local governments ask Beijing to lift bond quota

•   SCMP: Shanghai bets on infrastructure, fixed-asset investment to claw back economic losses from two-month citywide lockdown

•   SCMP: China’s Gen Z, millennials prefer to save not spend as Covid-19 increases ‘sense of preparedness’

•   SCMP: Can India follow China’s path to labour-intensive manufacturing as population rises but jobs dwindle?

•   SCMP: Chinese companies begin to embrace quantum technology

•   Caixin: Russia Becomes China’s Largest Oil Supplier as Prices Drop

•   Nikkei Asia: Japan to ease COVID curbs despite spike in new cases

•   Nikkei Asia: Japan's daily coronavirus cases surpass 200,000 for 1st time

•   Nikkei Asia: Lean inventory turns into liability for Japan Inc.

•   Nikkei Asia: Japan to lower growth forecast for fiscal 2022 to around 2%

•   Nikkei Asia: Japan nuclear regulator approves treated Fukushima water release

•   Nikkei Asia: Japan, U.S. to align on human rights, infrastructure at 2-plus-2

•   Nikkei Asia: Japan's Denso pushes EV efficiency with new power semiconductors

•   Nikkei Asia: Electronic piano maker Yamaha sends cautious note over chip crunch

•   Nikkei Asia: Asia’s new food frontier: The rise of edible tech

•   Economic Times: Rupee faces risk of further decline to 82 vs USD in near term: Experts

•   Economic Times: Inflation appears to have peaked: RBI Governor Das

•   매경(P1): 대우조선 사태 봉합…정부 "불법 책임묻겠다"

•   매경: 하청中企 저임금 해소가 숙제

•   매경: 대우조선, 금속노조 탈퇴 '개표 파행'

•   매경: 파업주도 9명에 체포영장…韓총리 "어떤 불법에도 엄정 대응"

•   매경: "경영난때 고용불안 겪을라"…대우조선, 금속노조 탈퇴 부결될듯

•   매경(P1): "세금 잘못 매긴 공무원, 상여금 깎겠다"…국세청장의 결단

•   매경(P1): 약세장서 수익…부자들만 안다는 이 금융상품

•   매경: 큰 평수는 부담되는데…올해 팔린 아파트 절반이 소형

•   매경: 문성현 경사노위 위원장 사임

•   매경: 삼성, 20만원대 스마트폰 '갤럭시 A13' 내놔

•   매경(P1): 美조지아 18억달러 인센티브…현대차, 리비안보다 더 받았네

•   매경(P1): 물가폭등에도 6년째 그대로…범죄자로 내모는 김영란법

•   매경: '3만원 식사' 상향 개정안 표류 중…외식업계 "망하고 통과되나"

•   매경: 설·추석에만 올리는 선물가액…농가 "여름과일 팔지말란 소리"

•   매경(P1): "밑빠진 독…대우조선 원점서 검토를" [뉴스&분석]

•   매경: 대우조선 적자·파업 수렁…22년 채권단 체제 사실상 실패

•   매경: 대한항공·아시아나 '항공 빅딜' 난항…HMM 매각도 불투명

•   매경: 출장·회식 자제, 비대면 회의 … 재계, 코로나 방역 다시 고삐

•   매경: 취약계층에 더 가혹한 코로나…사망자 더 많아

•   매경: "원유·가스 수입 2배 급증…과소비 않는게 에너지안보 밑거름"

•   매경: "이러다 하우스푸어 될라"…'영끌' MZ세대 72만명이 위험하다

•   매경: 문재인표'뉴딜'지우는 尹정부…펀드 세제혜택도 올해로 끝

•   매경: 여러 곳서 빚낸 사업자 38만명…코로나 거치며 3배로 늘어

•   매경: 실적악화에 이자도 못 갚는 상장사 '빨간불'

•   한경(P1): [단독] "잡을 때마다 상투"…'2030 영끌족' 벼랑 끝 몰렸다

•   한경(P1): "주담대 고정금리 전환, 9억 미만 집까지 확대"

•   한경: "징벌세 없어진다"…내놨던 급매물 거둬들이는 다주택자

•   한경: "법인세 내리면 투자 증가…실증 연구 많다"

•   한경: "차량용 반도체 개발 중"…현대모비스 '반도체 독립'

•   한경: '역대급' 오른 부추·상추값…추석까지도 상승세 이어질 듯

•   한경: 中 출하량 올들어 처음 증가…살아나는 스마트폰 부품주

•   한경(P1): "대우조선 독자생존 불가능하다"…분리매각 수면 위로

•   한경: 파업 풀려 5주 만에 선박 진수 성공했지만…

•   한경: '파업 불씨' 노동시장 이중구조…직무급제 도입하고 '노조 이기주의' 버려야

•   한경(P1): 2년간 41조 투입…벼랑끝 소상공인 재기 돕는다

•   한경(P1): 대기업 계열사 "합쳐야 산다"

•   한경: 계열사 합치는 한화·포스코·롯데…"덩치 키워 경기침체 정면돌파"

•   한경: 국내 경영권 거래는 '한파'…하반기도 M&A 절벽 예고

•   한경(P1): KT는 통신 공룡?…이젠 콘텐츠 왕국!

•   한경: 전기료 인상 직격탄 맞는 뿌리中企…"토요일 하루라도 요금 낮춰달라"

•   한경: [단독] 방한하는 인도네시아 대통령, 5대 그룹 CEO 만난다

•   한경: 주문 줄고 가격 뚝…반도체 겨울 시작되나

•   한경: '코로나 특수' 끝난 PC 업계, 돌파구로 게이밍 시장 찍었다

•   한경: '빅스텝'에 금리상한 주담대 급증…이달에만 예적금잔액 20조 늘어

•   한경: "더는 못 버텨"… 개미들, '6만전자' 되자 우르르 떠났다

•   한경: 연봉 5500만원 직장인, 세금 135만원 줄이는 방법

•   서경(P1): 종부세 '공정시장가액비율' 내년 다시 올린다

•   서경: 깎아준다던 종부세 다시 인상…1주택자 세폭탄 맞나

•   서경: 이자 140만원 vs 월세 100만원…"차라리 월세 살래요" [S머니]

•   서경: 15MW 이상 대용량 발전설비도 개발 착수…中 탄소중립 '3060 정책' 첨병으로

•   서경: 기업 대신…M&A '큰손'된 PEF

•   서경(P1): [단독]"해외 5대 프로젝트 수주"…팀코리아 잭팟 노린다

•   서경: [단독] '靑 낙하산 홍역' 한국성장금융, 핵심인력 줄줄이 떠난다

•   서경: "유가 오르면 중동 인프라 발주 늘어 …韓에 기회, 오일머니 치밀하게 공략"

•   서경: 2010년 716억弗 달하던 해외 수주, 작년 306억弗로 반토막

•   서경: [단독] 대우조선, 경영진·원청 노조에 모두 책임 묻는다

•   서경: 외국인도 총수 지정…공정위, 8월 시행령 개정안 입법예고

•   서경: "원자재 재활용 규제 비현실적"…K배터리 3사, EU에 공동대응

•   서경: 정제마진 한달만에 90% 급락…정유업계 하반기 실적 먹구름

•   조선(P1): [NOW] 유럽서 귀국 한달째… 짐은 아직 안왔어요

•   조선(P1): 尹 “北 비핵화 맞춰 담대한 제안 준비”

•   조선: [핫코너] “요즘 부동산 손님 10명 중 3명 중국인”

•   조선: 맞자니 무섭고 안 맞자니 찜찜하고… 4차 접종, 어떡해야 하죠?

•   조선(P1): 등돌린 중국시장 “한국산은 추억의 제품”

•   조선: 현대차 中점유율 2.7%로 추락… 전자제품은 삼성·LG 합쳐도 2.8%

•   조선: 기아 이어 쌍용차도… 전기차에 중국배터리 탑재

•   조선: 대만, 한국 밀어내고 중국 수입시장서 2년째 1위

•   조선(P1): 美·日은 개량백신 맞힌다

•   조선: 개량백신, 오미크론 예방 효과 20배... BA5 예방은 3분의 1로 줄어

•   조선: 굶어죽는 사람들까지… 北 “공화국 비상국면”

•   조선: 한국, 무기 수출 세계 8위로 올라서… 작년 9조원 돌파

•   조선: 완성차는 벌어도 부품사는 적자… “값 안올리면 납품중단”

•   조선: “日 1인당 GDP, 한국보다 낮아진다”

•   조선: 내연기관차보다 2000만원 비싼 전기차… 가격 낮춘 ‘보급형’ 경쟁

•   조선비즈: 삼성전자, ‘엑시노스’ 대체할 갤럭시 전용칩 개발 속도 낸다

•   조선비즈: “이미 충분” 對 “지원 넓혀야”…기재부vs산업부, 국가전략기술 쟁탈전 2라운드

•   조선비즈: 美·獨·日 자율주행·전기 농기계 출시하는데… 뒤처진 한국

•   조선비즈: 주택 경기 위축기지만...전문가들 “향후 5년간 250만호 공급 필요”

•   조선비즈: 빅스텝에 하반기도 분양 밀린다… “주택 공급 기대 못 미칠 듯”

•   조선비즈: 中 5대 희토류업체, 상반기 순이익 70% 증가

•   조선비즈: 반도체 패키징 키우는 삼성전자… 천안·온양 추가 투자 만지작

•   조선비즈: ‘지역 거점공항’ 건설 탄력 받나… 기대감 커지는 건설업계

•   조선비즈: 무너진 한국 태양광…공급망 장악한 중국 ‘독주’

•   조선비즈: “대만 TSMC, 폭스바겐 전기車 반도체 위탁생산 수주”

•   중앙(P1): [탄소중립, 길을 잃다]리더십·로드맵·인프라 3무…탄소중립 행진, 길을 잃다

•   중앙: [탄소중립, 길을 잃다]‘탄중위’ 민간위원장 없고 회의도 안 열어, 전문가 11명 중 10명 “2030년 NDC 40% 달성 불가능”

•   중앙: [탄소중립, 길을 잃다]감축 부담 완화 위한 배출권 거래제, 가격 널뛰기 심해 오히려 기업 옥죄

•   중앙: [탄소중립, 길을 잃다]OECD 꼴찌 한국 신재생에너지, 확장 막는 두 장벽 있다

•   중앙: [탄소중립, 길을 잃다]독일 재생에너지 전력 비중, 2030년까지 80%로 늘리기로

•   중앙(P1): 벼랑끝 몰린 ‘빚투’…20대 채무조정신청, 3년 새 28% 급증

•   중앙: 기업 6.5조 감세…“투자 안 늘고 세수만 쪼그라들 우려”

•   중앙: 로블록스에 둥지 튼 삼성·현대차…“얘들아, 놀러와” 메타버스 마케팅

•   동아(P1): 日 ‘독도 영유권’ 또 억지… 한일관계 개선에 찬물

•   동아(P1): 심야 택시대란에… ‘단거리 콜 거부’ 못하게 한다

•   동아: 대형마트 의무휴업-새벽배송 규제 완화 검토… 소상공인은 반발

•   동아: 탈원전 후폭풍 ‘원전 R&D’ 올스톱… “정체된 기술력 회복 시급”

•   동아: 중기부 “내달 215억 긴급지원… ‘원전 특화형 R&D’에 1500억 투입”

•   동아: “종부세 완화 지켜보자” 집주인 매물 거둬들여

•   동아: 4대 은행 이자이익, 상반기에만 15조 ‘사상 최대’

•   동아: 美, ‘中 반도체 통제’ 범용장비로 확대할수도… 정부-업계 ‘비상’

•   한국(P1): 꿀벌 80억마리 집단 실종 '부메랑'... 식탁 물가 위협한다

•   한국: "월급쟁이 뿔났다"...5명 중 4명 소득세 감면 월 2만 원도 안 될 듯

•   한국(P1): 양자컴퓨터 전쟁 닥치는데… 한국엔 싸울 인력이 없다

•   한국(P1): 상반기 성적표 좋았지만...포스코, 2년 만 '비상경영체제' 들어가

•   한국: [단독] 尹정부, '규제 혁파' 과제 450개 추려... 국정기조 반전 카드 뽑았다

•   한국: '핵 버튼' 결단만 남겨둔 김정은... 전승절에 핵실험 언급하나

•   한국: 코로나에 더 고통받는 비정규직..."무급휴가 강요에 임금 삭감까지"

•   한국: [단독] 감세라더니…3만4000개 기업, 세금 6800억 더 낸다

•   한국: 글로벌 제조기업들, RE100 위해 협력업체까지 독려... "국내 시장 타격 불가피"

•   국민: 공상서 일상으로… 세계 속의 ‘동방로봇지국’

•   국민: 고개드는 빚투… 주식 신용융자 다시 18兆대

•   세계(P1): [단독] ESG 국제 표준 전면도입 추진… 산업현장 비명엔 귀 닫은 정부

•   세계: 美·日도 주판알 튕기는데… 韓은 실리보다 명분에만 집착 [ESG 글로벌 공시 도입 추진]

•   세계: 인천~베이징 하늘길 28개월 만에 열렸다

•   세계: 휴가철 해외유입 ‘불안’… 25일부터 입국 1일 내 PCR 검사

•   한겨레(P1): 22년차 용접공 시급 1만350원…조선소 하청의 현실 알렸지만

•   한겨레: 원주민의 눈물로 만드는 ‘리튬’을 아시나요?

•   한겨레: K-택소노미, 진짜 친환경?

•   경향: “낙수효과는 이론적 이야기…실제 투자 증가 사례 없어”

•   경향: ‘기승전 다주택자 규제 완화’ 윤 정부, 마지막 퍼즐은 임대차법 폐지?

•   머니투데이(P1): 올해 하반기 FDA 승인 국산 신약 나온다… 그 주인공은?

•   머니투데이: TSMC 뛰어넘은 기술력…삼성 3나노 반도체의 의미

•   헤럴드경제(P1): 주택매매 침체 하반기 지속…거래절벽 내년 상반기이후 해소

•   헤럴드경제: “주택가격 폭락 없다...내집 마련 적기 내년 이후” [헤럴드 뷰]

•   파이낸셜뉴스(P1): 집값 흔드는 '금리 쇼크'… 강남도 조정 못피한다

•   파이낸셜뉴스: 집값, 부동산 정책보다 금리에 움직인다

•   파이낸셜뉴스: "문 닫아놓으면 손님 줄고 코로나도 걱정"... 종로·홍대 등 가게 80%가 문 열고 냉방중 [현장르포]

•   파이낸셜뉴스: 7말8초 전력피크 예고… 정비중인 원전 조기가동 '만지작' [올여름 전력수급 비상]

•   파이낸셜뉴스: LCD 패널 가격 줄하락… 삼성·LGD, OLED 전환 빨라진다

•   디지털타임스: "韓경제위상 높아진건 착시"… 스페인·伊 GDP 떨어진 탓

•   이데일리(P1): 올 성장률 전망 2.4%로 떨어져…“수출·소비·투자 모두 불안하다”

•   이데일리: 2분기 0.3% 성장…'中 봉쇄 여파' 본격 반영·소비도 기대 이하

•   이데일리: “신산업 규제 개선 시급…이해관계자 중재 정부 나서야”

•   이데일리: [단독]“기업 3苦 직면”…정부 ‘노동유연성’ 확대 시동

•   이데일리: '빅스텝' 한파에 거래절벽…하반기, 집값 더 떨어진다

•   이데일리: 삼성전기·LG이노텍, 전자부품 '게임체인저' 격돌..조단위 ‘닥공’

•   이데일리: 신입사원 선발ㆍ신사업 발굴... 사내 영향력 확대하는 MZ

•   연합: 오후 9시까지 전국 3만5107명 확진…휴일 영향에 대폭 감소

•   연합: 수출 비중 중국↓·미국↑…"中 코로나 봉쇄·무역전쟁 등 영향"

•   연합: LG엔솔 기관 물량 4조원 시장에 풀린다…27일 보호예수 해제

•   전자신문(P1): 韓 반도체 매출 대비 R&D 비중 '꼴찌'

•   전자신문: 현대차, 전기차 배터리팩 공급사 추가…'전동화 체질변환' 가속

•   전자신문: 빌딩숲 태양광 발전 곧 이뤄진다...KIST, 투광형 태양전지 개발

•   전자신문: 풍력발전, 올해 상반기 상업용 준공 실적 전무

[Opinions]

•   Project Syndicate(Willem H. Buiter): Will Europe’s New TPI Be an ATM?

•   Project Syndicate(Ibrahim Thiaw): Confronting the Growing Drought Risk

•   Project Syndicate(Javier Solana): In Defense of Global Public Goods

•   Project Syndicate(Priyanka Krishnamoorthy): Sri Lanka’s Next Test

•   FT(Editorial Board): The ECB arms itself against bond market pessimism

•   FT(Editorial Board): Heatwaves show the urgency of reaffirming climate pledges

•   FT(Martin Sandbu): The ECB turns the tables on panicky markets and policymakers

•   FT(Katie Martin): Markets will test the ECB’s resolve

•   FT(Sheila Bair): The Fed must emulate the tactics of Volcker’s fight against inflation

•   FT(George Bridges): The UK has no plan for affordable and reliable energy

•   WSJ(Editorial Board): President Biden Gets Covid

•   WSJ(Editorial Board): The ECB Raises While Mario Draghi Falls

•   WSJ(Editorial Board): The False ‘Green Jobs’ Promise

•   WSJ(Editorial Board): Pelosi and Biden, Taiwan and China

•   WSJ(Editorial Board): A Nuclear Horse Trade for Germany?

•   WSJ(Editorial Board): Russia’s Ukraine Grain Two-Step

•   WSJ(Elizabeth Warren): Jerome Powell’s Fed Pursues a Painful and Ineffective Inflation Cure

•   WSJ(Holman W. Jenkins, Jr.): The Upside-Down Logic of Electric SUVs

•   WSJ(Peggy Noonan): The ‘Great Resignation’ Started Long Ago

•   WSJ(Elisabeth Braw): Why Corporate Apologies to Beijing Backfire

•   NYT(Editorial Board): Climate Change Is Not Negotiable

•   NYT(Paul Krugman): Why Republicans Are Having Gas Pains

•   NYT(Peter Coy): China Is Playing Hardball with Troubled Debtors. That’s Dangerous for All of Us.

•   WP(Editorial Board): This pandemic summer, open the windows, get boosted and, yes, wear a mask

•   WP(Editorial Board): Putin attacks Odessa and a hungry world’s hopes

•   WP(Josh Rogin): Pelosi’s Taiwan trip puts the Biden administration in a bind

•   WP(Max Bergmann): Why Europe is tougher than you thought

•   WP(Asli Aydintasbas): The grain deal highlights the tricky Erdogan-Putin relationship

•   Bloomberg(Editorial Board): Rolling Back Tariffs Would Help Tame Inflation

•   Bloomberg(Mohamed A. El-Erian): The Federal Reserve Needs to Overcome These Four Failures

•   Bloomberg(Daniel Moss, Ruth Pollard): The Tension in Japan’s Dialed-Up Defense Ambitions

•   Bloomberg(Conor Sen): Can We Escape a Crash? The Housing Market Is Saying Yes.

•   Bloomberg(John Authers): Lagarde Fails to Convey Draghi-Level ECB Resolve Over Italy Drama, Rate Hikes

•   Bloomberg(Shuli Ren): China’s Choice: Covid Zero or Xi’s Three Red Lines

•   Bloomberg(Julian Lee): Is Russia Letting Up on Energy? Don't Trust Putin

•   Bloomberg(Martin Ivens): Rishi Sunak or Liz Truss? Tories Shouldn't Write Off 'Trussonomics' Just Yet

•   Bloomberg(Maria Tadeo): Italy Government: Draghi Resignation Shows Populist Experiment Has Failed

•   Bloomberg(Lara Williams): Heat Waves Are Only a Preview of Crisis to Come

•   CNN(Jung Hyun Choi, Daniel Pang): Without real solutions, renters will continue to be worse off

•   MarketWatch(Jerry Konter): I've been building homes for 40 years, and here's what has to change if the U.S. wants more starter homes

•   Reuters(John Kemp): Oil and interest rate futures point to cyclical downturn before end of 2022