Global Economic Monitor 220801

(Introduction)

[Markets]

•   Global: Big tech, oil extend Wall Street's mid-summer rebound

※   U.S. stocks indexes jump 1-2%; Amazon, Chevron lead

※   S&P 500, Nasdaq post biggest monthly gains since 2020

※   Oil futures up nearly 2%; U.S. dollar index dips

※   Longer-term Treasury yields decline

•   Japan: Yen hits six-week high as short-sellers rethink Fed's next moves

•   Metals: Copper touches three-week peak on U.S. rates, supply worries

•   Iron ore: Iron Ore Sinks as Hopes for More China Home-Rescue Plans Dashed

•   Grains: Soybeans climb to biggest weekly gain in 22 years as U.S. Midwest heats up

•   Cryptocurrency: Bitcoin briefly tops $24,000 in post-Fed rally, notches best month since October

•   DRAM: D램 고정거래값 14% 급락

•   한국: 코스피, 외인·기관 매수에 2,450선 회복…코스닥 800선 복귀

•   한국: 채권시장은 경기 침체에 '베팅'

[Indicators]

•   US Jun. Personal spending·income: Consumer Spending Grew Much Faster in June

※   Spending rose 1.1% as inflation accelerated, curbing purchasing power

•   US Jun. PCE: Inflation Hits Fresh Four-Decade High, According to Fed’s Preferred Measure

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for record 24th month - Baker Hughes

•   Eurozone Q2 GDP: Eurozone growth boosted by tourism as inflation hits fresh high

※   France and southern Europe outperform forecasts but economists warn of darkening prospects as German GDP stalls

※   Eurostat: GDP up by 0.7% in the euro area and by 0.6% in the EU

•   Eurozone Jul. CPI: Euro-Zone Inflation Hits Record, Backing Calls for Larger Hikes

•   Germany Jun. Employment: German unemployment rises in July as Ukrainian refugees look for work

•   UK Jul. Business Confidence: UK Business Confidence Falls as Firms Worry About Economic Slump

•   China Jul. PMI: China’s Manufacturing Sector Unexpectedly Contracts Amid Weak Demand, Covid Lockdowns

※   Just 10 of the 21 sectors tracked by China’s statistics bureau expanded in July, versus 13 in June

•   Japan Jun. Industrial production: Japan's June industrial output up record 8.9% as China ends lockdowns

•   Japan Jun. Retail sales: Japan June retail sales rise 1.5% year/year - govt

•   Japan Jun. Employment: Japan's June job availability improves for 6th straight month

•   India Q2 Fiscal account: India's April-June fiscal deficit narrows amid fall in subsidies

•   India Jun. Core industry production: India's June infrastructure output grows 12.7% y/y

•   Brazil Jun. Employment: Brazil Unemployment Hits Seven-Year Low in Boost for Bolsonaro

•   Saudi Arabia Q2 GDP: Saudi Arabia Economy Grows at Fastest Pace Since 2011 on Oil

•   SCFI: 컨테이너선 운임 지수, 7주 연속 하락

•   Global Q2 Silicon wafer shipments: 반도체 공급 여전히 부족…실리콘 웨이퍼 2분기 출하량 역대 최고

•   한국 2분기 카드 승인 실적: 거리두기 해제에 여행 증가…2분기 카드승인액 14% 늘었다

•   한국 2분기 승용차 교역: 친환경車 수출액 42.3% 늘어 … 상반기 자동차 수출증가 견인

•   한국 6월 산업활동: 6월 소비 0.9%↓, 넉달째 감소…외환위기 이후 24년여만에 처음

•   한국 6월 국세수입: 경기 둔화에도…세금은 36.5조원 더 걷혔다

•   한국 7월 은행 가계대출 잔액: 5대 시중은행 7월 가계대출 잔액 또 줄었다…전월 대비 1.8조↓

•   한국 주간 아파트 수급동향(부동산원): 고금리·집값 하락…서울 아파트 거래 역대 최저 행진

•   한국 7월 주택가격(KB): 금리인상 충격에…'똘똘한 한 채'도 상승 꺾였다

[News]

•   WSJ: U.S. Economy Transitions to Slower Growth as Inflation Weighs on Consumers

•   WSJ: Consumers Have Powered Through the Pandemic and Inflation—Until Now

•   WSJ: Lower Inflation Likely Requires Higher Unemployment; How High Is the Question

•   WSJ: If This Is a Recession, We Might Not Know for Months

•   WSJ: Energy Prices May Keep Inflation High for Years

•   WSJ: Falling Food Prices Ease Upward Pressure on Global Inflation

•   WSJ: Farm Giants Expect Continued Food-Supply Problems Despite Ukraine Grain Deal

•   WSJ: In Dizzying 24 Hours, Biden Gets Warnings on the Economy—and Hope for His Agenda

•   WSJ: President Biden Continues to Test Positive for Covid-19

※   On the second day of an apparent rebound, he is still reporting no symptoms, according to the White House

•   WSJ: President Biden’s Covid-19 Rebounds Amid Evidence Cases Tend to Be Mild to Moderate

•   WSJ: Senate Tax-and-Climate Plan Hinges on Streamlining Energy Projects

•   WSJ: Joe Manchin Defends Tax Increases in Democrats’ Climate Plan

•   WSJ: Democrats’ Corporate Tax Plan Threatens Higher Bills for Manufacturers

•   WSJ: Pelosi Travels With Delegation to Asia Amid Chinese Warnings Not to Visit Taiwan

※   The possibility of stopover on the island presents a dilemma for the Biden administration

•   WSJ: The U.S. Is Investing Big in Chips. So Is the Rest of the World.

•   WSJ: The Microchip Era Is Giving Way to the Megachip Age

•   WSJ: Ukraine Prepares First Grain Shipments Since Russian Invasion

•   WSJ: Ukraine’s Farmers Begin a Harvest Like No Other

•   WSJ: Explosion Kills Ukrainian POWs Held by Russian-Backed Forces

•   WSJ: Ukrainian Forces Hamstrung by Pledge Not to Fire Into Russia

•   WSJ: Ukraine Presses for Russia to Be Designated a Terrorist Sponsor After Attack on Prisoners

•   WSJ: War With Russia Enters New Phase as Ukraine Readies Southern Counterblow

•   WSJ: Russia Pummels Ukraine’s Mykolaiv, Killing Top Businessman

※   Drone hits Russia’s Black Sea Fleet HQ; Zelensky urges residents of Ukrainian-held parts of Donbas to leave area immediately

•   WSJ: U.S. Eyes Sanctions Against Global Network It Believes Is Shipping Iranian Oil

•   WSJ: Kentucky Floods’ Death Toll Increases to 26, With More Rain Expected

•   WSJ: Even at 0%, Rising Rates Loom Over Europe’s Weakest Economies

•   WSJ: China’s Xi Promotes Team of Allies to Influential Posts, Fortifying His Power

•   WSJ: China’s Leaders Aren’t Sweating Growth Slowdown

•   WSJ: China’s Stumbling Manufacturing, Property Sectors Show Long Road to Recovery

•   WSJ: China’s Economy Tested by Strained City Finances

•   WSJ: Israel Is Investing in East Jerusalem, Generating Opportunity—and Anger

•   WSJ: The Strong U.S. Dollar Is Extending Pain in Emerging-Markets Currencies

•   WSJ: The Power of Positive Thinking Returns to Markets

•   WSJ: Individual Investors Ramp Up Bets on Tech Stocks

•   WSJ: Crypto Prices Crashed, but True Believers Are Holding On

•   WSJ: Fight Runaway Inflation With I Bonds

•   WSJ: Exxon, Chevron, Shell Report Record Profits on High Energy Prices

•   WSJ: America’s New Energy Crisis

•   WSJ: From Apple to Microsoft, Big Tech Results Spotlight Breadth of Economic Upheaval

•   WSJ: Intel Shows Limits of Chips Act

•   WSJ: What CEOs Are Saying: ‘Situation Seems Worse Than It Did a Quarter Ago’

•   WSJ: Airplane-Parts Shortage Threatens More Disruptions to Air Travel

•   WSJ: China Evergrande Breaks Silence on Debt-Restructuring Plan

•   WSJ: Monkeypox Vaccine Demand Soars, and Just One Small Danish Company Makes It

•   WSJ: Auto Makers Expect Car Sales to Defy Economic Gloom

•   WSJ: Silicon Valley Lurches Between Deep Cuts and Bold Spending

•   WSJ: India’s Gig Workers Are Up in Arms, and Tech Firms Should Worry

•   WSJ: The Science Behind Who Airlines Bump From Overbooked Flights—and How to Exploit It

•   NYT: Climate Bill ‘Transformative’ for Auto and Energy Industries

•   NYT: Why Pelosi’s Proposed Taiwan Visit Is Raising U.S.-China Tensions

•   NYT: Blinken Resists Push to Label Russia a Terrorist State

•   NYT: Democrats’ Plan to Win in 2022 Looks a Lot Like 2020 and 2018

•   NYT: Biden’s Vaccine Plan for Fall

•   NYT: If the Economy Is Shaky, Why Are Company Profits Still Strong?

•   NYT: How to Ride Out a Murky Economy

•   NYT: Fed’s Kashkari says officials are ‘a long way’ from backing off inflation fight.

•   NYT: Biden Savors Much-Needed Victories. But Will the Highs Overshadow the Lows?

•   NYT: Retail’s ‘Dark Side’: As Inventory Piles Up, Liquidation Warehouses Are Busy

•   NYT: Europe’s Race to Secure New Energy Sources Is on a Knife’s Edge

•   NYT: With Russia using energy as leverage, the quest in many parts of Europe is to shrink demand.

•   NYT: How the Kremlin Is Forcing Ukrainians to Adopt Russian Life

•   NYT: As Latin America Shifts Left, Leaders Face a Short Honeymoon

•   NYT: Gen Z Knows What It Wants From Employers. And Employers Want Them.

•   WP: A policy win, an economic hit: Turbulent week reflects Biden’s challenge

•   WP: First monkeypox deaths outside Africa are reported in Spain and Brazil

•   FT: West eases efforts to restrict Russian oil trading as inflation and energy risks mount

•   FT: Is the US in recession? Measuring the slowdown in the world’s largest economy

•   FT: Europe’s fight to stay united over war in Ukraine

•   FT: Summer tourism brightens eurozone economy but cost of living crisis casts shadow

•   FT: Covid infections fall in England, Wales and Scotland

•   FT: Rishi Sunak’s campaign strategy for Tory leadership unravels

•   FT: Sunak announces long-term plan to cut income tax

•   FT: How the great British sandwich trade was derailed by Brexit, Covid and inflation

•   FT: Has tighter monetary policy slowed the pace of US hiring?

•   FT: Japan’s unvaccinated youth drive record Covid infections

•   FT: Sri Lanka’s president warns IMF loan agreement pushed back until September

•   FT: The rise of ‘03’: Bolsonaro’s third son is crucial link to Trump’s inner circle

•   FT: Iraq paralysed by government stand-off as Moqtada al-Sadr unleashes protest

•   FT: Emerging markets hit by record streak of withdrawals by foreign investors

•   FT: China’s ‘dim sum’ bond sales surge on demand from domestic investors

•   FT: ‘Gumming up’: unwanted debt from buyout boom stuck at investment banks

•   FT: ‘Here we go’: FTC’s Meta case puts Lina Khan’s vision to the test

•   FT: Ant Group IPO set for further delay as Jack Ma plans to give up control

•   Bloomberg: Gazprom Halts Gas Supplies to Latvia, Citing Purchase Violations

•   Bloomberg: Ukraine Downgraded by S&P as Default Becomes ‘Virtual Certainty’

•   Bloomberg: US Quietly Tightens Grip on Exports of Chipmaking Gear to China

•   Bloomberg: Fed’s Waller Sees ‘Soft Landing’ Plausible in Pushback to Summers

•   Bloomberg: Midterm Misery for Biden as Key Economy Gauge Flags 30-Seat Loss

•   Bloomberg: Yellen’s Global Tax Plan Gets No Love From Manchin-Schumer Deal

•   Bloomberg: ‘Inflation Reduction Act’ Has Little Inflation Help, Study Says

•   Bloomberg: Bostic Says US Not in Recession, Fed Has More to Do on Inflation

•   Bloomberg: German Recession May Have Started, Even If Rounded Data Say Otherwise

•   Bloomberg: Russian Gas Pivot Toward China Will Ease Europe’s Energy Crunch

•   Bloomberg: European Industry Is Increasingly Worried About Its Prospects

•   Bloomberg: ECB Focused on Inflation, Watching Euro: Guindos in Postimees

•   Bloomberg: Liz Truss Is On Course for a Collision With UK Economic Reality

•   Bloomberg: China’s Politburo Ignites Talk About $220 Billion More in Debt

•   Bloomberg: Excess Cash Piles Up in China Havens Instead of Flowing Into Real Economy

•   Bloomberg: China Probes Head of State Chip Fund on Serious Law Violation

•   Bloomberg: China Banks May Face $350 Billion in Losses From Property Crisis

•   Bloomberg: Japan PM Kishida’s Support Sinks in Kyodo Poll Amid Covid Spike

•   Bloomberg: Japan’s Youth Shun Politics, Leaving Power With the Elderly

•   Bloomberg: Rare Public Duel Erupts Over Erdogan’s Central Bank Unorthodoxy

•   Bloomberg: Myanmar Extends State of Emergency For Six Months Until February

•   Bloomberg: South African Governing Party Retains Key Ramaphosa Graft Reform

•   Bloomberg: South Africa Cutting Fuel Pump Prices Even as Subsidy Ends

•   Bloomberg: Fed and ECB’s Failure to Spot Inflation Is Proving Costly Now

•   Bloomberg: Carry Traders Are Using Weak Euro to Win Big in Emerging Markets

•   Bloomberg: The Euro Feels the Pressure as Economy Tips Toward Recession

•   Bloomberg: Ailing UK Economy Is Causing Traders to Unwind Rate Hike Bets

•   Bloomberg: El-Erian, Crescenzi Paint Picture of Investors Betting on Fed

•   Bloomberg: Libya’s Oil Production Recovers to Pre-Blockade Level

•   Bloomberg: Shale Profits Finally Blossoming After Decade of Steep Losses

•   Bloomberg: Apple’s Hot iPhone Quarter Masks a Behind-the-Scenes Slowdown

•   Bloomberg: Metaverse Jobs are Fast Becoming Virtual Realities in Tech Slump

•   Bloomberg: Xiaomi’s $10 Billion Car Project Hits Regulatory Barrier

•   Bloomberg: Return to Office? Recession Could Test Work-From-Home Flexibility

•   Bloomberg: OECD Says Rich World Still Falling Short on Climate Finance

•   Reuters: Exclusive: Biden EPA to tackle coal industry carbon with rules on other pollutants

•   Reuters: China defends military ship's planned visit to India's neighbour Sri Lanka

•   Reuters: China says U.S. chip act will distort global semiconductor supply chain

•   Reuters: Taiwan says 'key position' in semiconductors won't be shaken as US passes chip act

•   Reuters: Analysis: EU gas solidarity complicated by lack of fuel sharing deals

•   Reuters: Analysis: World's biggest bond markets back in vogue as recession fears mount

•   AP: Ukraine war hangs over UN meeting on nukes treaty’s legacy

•   AP: Analysis: A world changed, maybe permanently, by Ukraine war

•   CNN: Electric cars don't need better batteries. America needs better charging networks

•   CNBC: Xi is expected to face major economic challenges when he enters an unprecedented third term

•   CNBC: Peak shipping season ahead of the holidays is about to begin for a volatile supply chain

•   CNBC: Apple’s iPhone sales are creating a strong ‘moat’ for the tech giant, analysts say

•   CBS: Republicans lead race for House control at start of 2022 campaign — CBS News Battleground Tracker

•   SCMP: What US-China game of chicken over Pelosi and Taiwan means for Southeast Asia

•   SCMP: Xi Jinping urges Chinese Communist Party to step up efforts to ‘win hearts and minds’ in Hong Kong and Taiwan

•   SCMP: China looks to boost consumption to help economic recovery

•   SCMP: China’s bicycle kingdom returns as fuel price, coronavirus bring two-wheelers back in vogue

•   SCMP: China-Europe rail shipping growth slows as Ukraine war pushes companies back to the seas

•   SCMP: Chinese solar firms ramping up investment in Southeast Asia to evade US, European trade tensions

•   SCMP: China food security: ‘astonishing’ food loss, wastefulness worsen grain situation, state media warns

•   SCMP: China has nuclear power lead and should sell to the developed world, policy researcher says

•   SCMP: For America’s next generation of China experts, the challenges go beyond language and country access

•   Caixin: In Depth: What’s Behind China’s Mortgage Strikes?

•   Nikkei Asia: Japan, U.S. agree on 'rules-based order' in 1st economic 2-plus-2 talks

•   Nikkei Asia: Labor crunch risks derailing Japan's stumbling economic recovery

•   Nikkei Asia: Satellite photos show China's new nuclear test site in Xinjiang

•   매경(P1): '120조 반도체단지' 물공급 막아선 여주시

•   매경: 여주시장 바뀌자 돌연 '물값 청구서'…하이닉스 공장계획 '찬물'

•   매경: 삼성, 美 반도체법 통과에 웃지만…中 10년간 투자제한 우려

•   매경(P1): 공공기관 군살빼기…정원 줄인다

•   매경: 콘도 골프회원권 팔라는 공기업 혁신안…그동안 어땠길래

•   매경: 공매도 과열종목 지정 '반짝' 효과…"장기 주가하락 못막아"

•   매경: 존리 이어…강방천도 '차명 투자' 의혹

•   매경: 증시 하락에 죽쑤는 국민연금…5월까지 누적 수익률 -4.73%

•   매경(P1): [단독] 툭하면 담합규제…기업형벌 가혹한 韓

•   매경: [단독] 공정위 인력 OECD의 4배...계열사 자료 빠뜨렸다고 총수 조사

•   매경: 기업 형사처벌보다 손해배상 등 민사구제 강화를

•   매경(P1): "외국 대신 고급 호캉스"…특급호텔만 특급 호황

•   매경(P1): [알립니다] 이해관계자 자본주의서 기업 미래 찾다

•   매경: 시중보다 월세 36% 싼 등록임대, 월세대란 해법 급부상

•   매경: "폭염 길어지면 하반기 물가상승률 5% 갈 수도"

•   매경: 반도체 '물길' 막은 여주시...해외 지자체와 너무 달랐네

•   매경: 선진국은 반도체 지원 총력전

•   매경: 코스피 시총 상위 5개사 2분기 현금흐름 20조원 줄어

•   매경: 카드 리볼빙 잔액만 2조…빚에 허리휘는 4050 가장들

•   한경(P1): 기준 중위소득 5.47% 인상…文정부보다 더 올린 尹정부

•   한경: 중위소득 역대 최대 인상…생계급여만 年 6000억 더 든다

•   한경: 40억원 미만 입찰담합엔…공정위, 중징계 대신 경고

•   한경: LG전자 역대급 매출에도 TV는 적자

•   한경: 삼성SDI "46파이 중대형 원통형 배터리 납품 논의"

•   한경: 年4% 예금금리 눈앞…'역머니무브' 가속화

•   한경: 주담대 금리 9년 만에 年4% 돌파

•   한경(P1): 치솟던 IT 개발자 몸값 '급브레이크'

•   한경: 개발자 웃돈 주고 모셔가더니…1년 만에 돌변한 '네카라쿠배'

•   한경(P1): 반도체 광학장비 '슈퍼 을'…자이스 힘은 수학·물리학

•   한경: 벽돌폰이 스마트폰으로 진화…"자이스 반도체 노광 장비 덕분"

•   한경: "우리 없으면 ASML도 없다"…자이스, 반도체 특허만 2000개

•   한경: 車부품 1위 보쉬는 왜 특허 조직을 독립시켰나

•   한경(P1): 오세훈 "세운지구 용도제한 없애 초고층 복합개발"

•   한경: 정부-낙농업계 원유값 차등제 충돌…'우유대란' 오나

•   한경: 건당 6000원 할 때가 좋았지…'배달라이더' 봄날은 갔다

•   한경: 통상마찰 우려에…'외국인 총수 지정' 재검토

•   한경: '수주 싹쓸이' K조선…"손에 쥔 돈은 없네"

•   한경: GS그룹, 해상풍력 사업 진출한다

•   한경: 글로벌 완성차 실적, 中시장이 희비 갈랐다

•   한경: 광고 줄자 美빅테크 실적질주 끝…'네카'도 빨간불

•   한경: 전고체 배터리, 탄소 배출량 39% 적다…SK온, "연내 재활용 공장 투자"

•   한경: 개미투자자 떠나자…살 길 찾는 암호화폐거래소

•   한경: 증시 반등했지만…개미는 '하락' 베팅

•   한경: "올해 놓치면 10년 기다려야"…이렇게 하면 앉아서 1억 챙긴다

•   서경(P1): "주력 빼고 다 판다"…5대그룹도 생존 몸부림

•   서경: 철강 '돈만 먹는 해외사업' 손절…디스플레이 '돈되는 OLED' 올인

•   서경: [시그널] 포스코 10억弗 조달…기업 현금 비축 '속도전'

•   서경(P1): 둔촌주공 정상화 합의…이르면 11월 공사 재개

•   서경: 유류세 탄력세율 30 → 50% 확대…식비 비과세 10만 → 20만원 상향

•   서경: 골칫덩이 '음쓰'서…하루에 넥쏘 63대 충전할 수소 추출[지구용 리포트]

•   서경: 좁은 옥상형 태양광부터…건축외장재로도 發電 OK[지구용 리포트]

•   서경: "고금리 상품 찾을 때 까지만 넣어두려고요"…단기 예금 비중 12년 만에 최고

•   서경: 한화, 방산 계열사 통합…'한국형 록히드마틴' 만든다

•   서경: 현대차, 자율주행 스타트업 포티투닷 인수 검토

•   서경: "신규확진 정점은 20만명…강제 거리두기 없다"

•   서경(P1): 키워놓은 두뇌도 실리콘밸리行…인재전략이 없다

•   서경: 자사주 매입 혜택 주고, 기업출신 교수 활용…'휴먼 뉴딜' 시급

•   서경: 中, 홍콩 통해 인재 흡수 주급 7만弗 제안도…이스라엘은 글로벌 400개기업 R&D센터 품어

•   서경: K제조 뒤흔드는 中企 인력난…인재 파이프라인 만들어라

•   서경: [단독] SK네트웍스, 전기차 충전사업 진출…최성환 총괄 ‘모빌리티 확대’ 첫 작품

•   서경: 지역난방 10월 또 올려 올 23% 껑충…전기차 충전료도 9월 10% 인상

•   서경: 국토부 'GTX 추진단' 발족…개통 앞당긴다

•   서경: 기재부, 연금 개혁 전담부서 만든다

•   서경: 전기료 인상에…통신사 수익성 발목 잡히나

•   서경: 2.3조 사들인 외국인, 삼성전자·LG엔솔 몰렸다

•   서경: 7월 일평균 공매도 거래대금 올 들어 최저치…"8월 반등 기대"

•   조선: 빈 일자리 17만개… “구직자가 없다” 소개소는 줄폐업

•   조선: “생산직은 고졸 초봉 4500만원 넘어도 지원 없어… 6개월이면 절반 퇴사”

•   조선: 채용 공고는 코로나 전보다 10~30% 늘어

•   조선: “北의 미사일 발사, 사이버 기술 이용 비용 3분의1 충당”

•   조선(P1): [단독] “공무원 이젠 싫다”… 2030 퇴직 4년새 2배

•   조선: “인사·보상·성과 꽉막혀”… 7급은 탈출, 국장은 ‘납작’

•   조선: ‘타다 사태’ 트라우마… 공직업무 기피 1순위는 ‘이해갈등 중재’

•   조선: 명문대생 줄잇던 9급 공무원 ‘시들’

•   조선: [단독] 기재부 1년차, IT기업 갔다… 2030 공무원 퇴직 4년새 2배

•   조선: 中 “사드 3不 지켜라”… 美 “중국안보 훼손? 설명해보라”

•   조선: 0.4% 잡으려고 입국자 괴롭히는 ‘음성 확인서’

•   조선: 자영업자 3명 중 1명 “장사 안돼 폐업 고려”

•   조선비즈: 한은 “올해 중국 경제 성장률, 3%대 중반 전망”

※   한국은행: 해외경제 포커스(제2022-18호)

•   조선비즈: 한은 “글로벌 성장세 약화…韓 수출 둔화 지속”

※   한국은행: 글로벌 경기둔화가 우리 수출에 미치는 영향

•   조선비즈: [BOK이슈] 한국은행이 ‘임금인상→인플레’ 경고 보고서 3차례나 낸 이유는

•   조선비즈: 연평균 70% 성장 AR·MR 글라스 잡아라… 삼성D·LGD, 마이크로 OLED 키운다

•   조선비즈: 지금 집 사도 되나요… 전문가들이 말하는 “이것만은 하지 마라”

•   조선비즈: 올해 선박 수주량 감소 전망… “계약금 지급 방식 바꿔야” 목소리

•   조선비즈: ‘6G 하늘길’ 선점 노리는 통신3사… 불붙는 UAM 수주전 경쟁

•   조선비즈: “고마워요 SK”...美 경기침체 우려 불식 바이든 성명에 등장한 SK

•   조선비즈: [투자노트] “금리 오른다는데...” 자산가들이 채권 사들이는 이유는?

•   중앙(P1): 윤 대통령 지지율 28%…집권 여당은 내홍 격화

•   중앙(P1): [빚의 덫에 걸린 MZ세대]MZ세대 504조 ‘빚의 덫’ 출구가 없다

•   중앙: [빚의 덫에 걸린 MZ세대]처음 겪는 주식·코인 폭락장, MZ세대 빚 파산 급증…20대 우울증 127% 늘어

•   중앙: [빚의 덫에 걸린 MZ세대]MZ세대, 금융 지식없이 묻지마 단타 투자…정부는 시장 과열 방치해 ‘빚 폭탄’ 키웠다

•   중앙: [빚의 덫에 걸린 MZ세대]“월급으론 미래 없다” 저임금 청년들 ‘빚투’했다 벼랑 몰려

•   중앙: [빚의 덫에 걸린 MZ세대]“영끌·빚투 안 한 사람 역차별” vs “생활 불가능한 청춘 구제해줘야”

•   중앙: 손실 나도 정부가 메워 준다는 공기업 마인드부터 바꿔야

•   중앙: [단독]4차백신 왜 맞아야 하나...오미크론 두번 감염 1만2947명

•   중앙: 외교부 “강제징용 해법 노력 중”…대법에 의견서 제출

•   중앙: 주담대 변동금리〉고정금리 역전…영끌족 비명

•   중앙: 하반기 0% 성장해도 올해 2.4% 무난?

•   중앙: 기업들 ‘스마트 공정’ 핵심 MES 도입했다 날벼락

•   동아(P1): “美본토 공격 감수하고 한국 방위”… 한미, 확장억제협의체 9월 연다

•   동아: 휘발유 4주 연속 내림세… 서울에 L당 1700원대 주유소

•   문화(P1): 尹 대선 공약 ‘5G 중간요금제’ 내달 5일 출시…이통 3사 경쟁 돌입

•   문화: ‘S 공포’에 투자심리 실종… 코스피 시총 회전율 30개월來 최저치

•   한국: 빨대·가방까지…이마트 최대 주주 된 후 "요즘 스벅 왜 이래요?"

•   한국(P1): [단독] "입주시 이사비로 1500만 원을 그냥 준다고?"... '깡통전세'의 서막

•   한국(P1): "성평등 우수국, 출산율 상승... 한국·일본은 하락 지속"

•   한국: '샌드위치 수출' 신세, 코로나 악재도… 설상가상 한국 경제

•   한국: 하반기 증시 오를까? 전문가 5명이 답했다... "경기 침체가 복병"

•   한국: 3개월 새 유료회원 340만 급감...OTT업계, 생존게임 시작됐다

•   한국: 전기차 '1% 벽' 돌파... 국내서 누적 30만대 팔려

•   국민: “생돈 100만원을 더 내라니…” 고환율에 ‘휴포자’ 속출

•   국민: [단독] 가계빚 치솟는데… 대출 금리 인하 요구 외면하는 시중은행

•   서울(P1): 세입자 위한다던 ‘임대차법 2년’… 같은 평형 전세 4억까지 벌어져

•   세계(P1): [단독] 평균 부채 270% 넘는데… 연봉·복지 ‘그들만의 잔치’ [심층기획-재무위험 빠진 공공기관]

•   세계: [단독] 기념품·여가비에 수백억… 혈세로 떠받치는 ‘공공의 짐’ [심층기획-재무위험 빠진 공공기관]

•   세계: [단독] 재무위험 지정 14개 기관 중 11곳, 2021년 경영평가 ‘C등급’ 이상 받아 [심층기획-재무위험 빠진 공공기관]

•   머니투데이(P1): 퍼펙트 스톰이 온다..."물가 잡으려면 경기둔화 감수해야"

•   머니투데이(P1): 1등 기업도 흔들린다...삼성전자, 하반기 영업익 전망 23% '뚝'

•   머니투데이: 건설사, 원가 이슈에도 2분기 실적 '선방'…하반기 회복 기대감

•   머니투데이: 떨어질 땐 '와르르' 오를 땐 '찔끔'…韓증시, 유독 부진한 이유

•   파이낸셜뉴스(P1): 청년 '빚투' 갚아주는 나라... 파산 내몰린 중장년은 운다 [코너 몰리는 취약차주]

•   파이낸셜뉴스(P1): "연봉 높고 복지 좋은 곳으로"... 2030 '잡 노마드족' 늘었다

•   파이낸셜뉴스: 올 영업손실 30조 예상… 전기요금 10월 인상후 더 올리나

•   파이낸셜뉴스: 수출입은행 “3분기 수출 전년대비 7~8% 늘것”

•   파이낸셜뉴스: 2400선 뚫은 코스피… "8월 '서머랠리' 2600도 가능"

•   파이낸셜뉴스: 삼성·SK하이닉스 'K반도체' 생산거점, 미국으로 대이동

•   파이낸셜뉴스: 사중고에 무너지는 중기… 1년새 휴·폐업 36% 늘었다

•   아시아경제(P1): [폭염의 경제학②]달궈지는 한반도…2018년에만 3500억 직접손실·농수축산 피해·물가↑

•   아시아경제: 숫자로 본 폭염의 경제적 충격…유럽선 GDP 최대 2% 감소[폭염의 경제학①]

•   아시아경제: [폭염의 경제학⑥]상추는 말라죽고 사료 안먹는 소·돼지…인플레 부추기는 폭염

•   아시아경제: [폭염의 경제학⑦] “기후리스크가 금융위기 원인”…은행 무너뜨리는 불볕더위

•   디지털타임스(P1): [기획] 美까지 反세계화 보조금 경쟁… 한국선 `특혜딱지`

•   디지털타임스: [특혜딱지에 해외로 가는 기업들] `中 자유무역 역행 비판` 美·日도 돌아서… 韓만 자국산업 보호 뒷짐

•   디지털타임스: [특혜딱지에 해외로 가는 기업들] `美 세제혜택 절반` 尹정부… 그마저 野 동의 받아야

•   디지털타임스: "리튬·니켈 캐야 산다" 배터리 3사 원재료 확보 전쟁

•   디지털타임스: 車값 조용히 올린 르노코리아… 한국GM·기아 가격표도 들썩

•   이데일리(P1): 470조 푸드테크 시장서 격돌하는 대기업·스타트업

•   이데일리: 주52시간제 유연화 ‘속도’…저녁 있는 삶에서 휴식 있는 삶으로

•   연합: 오후 9시 4만2883명 확진, 어제보다 2만7천여명↓…전주의 1.2배

•   연합: 오늘부터 재택치료 모니터링 중단…고령층 사각지대 우려도

•   전자신문(P1): 삼성, 평택 파운드리 증설 길 열렸다

•   전자신문: "韓, '칩4' 동맹 합류해야 장기적으로 유리"

[Opinions]

•   Project Syndicate(Mark Leonard): Ukraine’s War Viewed from China

•   Project Syndicate(Bruno Maçães): The New Geopolitics

•   Project Syndicate(Jean Pisani-Ferry): A New Test for EU Solidarity

•   FT(Editorial Board): Strong dollar is a major headache for other countries

•   FT(Editorial Board): Cracks in office property could cause structural damage

•   FT(Katie Martin): Investors clutch at reasons to hope

•   FT(Robert Armstrong): Recession? We just don’t know yet

•   FT(Anne-Sylvaine Chassany): Age of ‘permacrisis’ teaches EU that solidarity is arduous but worth it

•   WSJ(Editorial Board): What Did Joe Manchin Get for $433 Billion?

•   WSJ(Editorial Board): China’s Economic Struggles

•   WSJ(Editorial Board): The Schumer-Manchin Tax and Subsidy Pact

•   WSJ(Editorial Board): Greens vs. Electric Vehicle Tax Credits

•   WSJ(Editorial Board): The Schumer-Manchin Tax Increase on Everyone

•   WSJ(Jason Furman): The Schumer-Manchin Bill Will Ease Inflation and Climate Change

•   WSJ(Holman W. Jenkins, Jr.): Why Pretend Green Pork Will Stop Climate Change?

•   WSJ(Mary Anastasia O’Grady): How China Took Latin America

•   WSJ(John Berlau, Josh Rutzick): The 20-Year Experiment Holding America Back

•   WSJ(Michel Gurfinkiel): Can the ‘Rimland’ Contain China and Russia?

•   WSJ(French Hill, Amity Shlaes): The Fed Alone Can’t Slay Inflation

•   WSJ(Stuart Gottlieb): Biden’s Climate Plans Are Unsustainable

•   WSJ(Stephen Miran): The Inflation Reduction Act Won’t Reduce Inflation

•   NYT(Editorial Board): Russia Is Making Heaps of Money From Oil, but There Is a Way to Stop That

•   NYT(Farhad Manjoo): Recession? Not for Big Tech.

•   NYT(Dmytro Kuleba): I’m Ukraine’s Foreign Minister. Putin Must Be Stopped.

•   NYT(Scott Gottlieb): Monkeypox Is About to Become the Next Public Health Failure

•   WP(Editorial Board): Inflation, not recession, is still economic enemy No. 1

•   WP(Megan McArdle): Enough with the ‘is this a recession?’ blather

•   WP(Colbert I. King): 2024? Biden should stay focused on the legacy he’s creating now.

•   Bloomberg(Editorial Board): Europe’s Energy Plan Isn’t Nearly Ambitious Enough

•   Bloomberg(Niall Ferguson): The Four Mysteries of Pelosi’s Troublesome Taiwan Trip

•   Bloomberg(Daniel Moss): Central Banks Believed Too Much in Their Inflation-Fighting Powers. We Let Them

•   Bloomberg(Jonathan Levin): Janet Yellen’s Legacy Is Being Eroded by Inflation

•   Bloomberg(Clive Crook): The Fed Should Get Ready for Higher Unemployment

•   Bloomberg(Javier Blas): Coal Is Still King of the Energy System: Elements by Javier Blas

•   Bloomberg(Javier Blas): Paris Faces an Even Colder, Darker Winter Than Berlin

•   Bloomberg(Julian Lee): Putin Won’t Let OPEC Help Bring Down Oil Prices

•   Bloomberg(Jared Dillian): Biden Doesn't Control Gas Prices, Just as Trump Didn't Move Stocks

•   Bloomberg(Brooke Sutherland): Industrial Strength: Manufacturers That Stuck With Consumers Feel the Pinch

•   Bloomberg(James Stavridis): Biden’s Unlikely Gang of Four Takes Aim at Iran and China

•   Bloomberg(Tobin Harshaw): Putin, Nukes and Keeping the West Strong for Ukraine

•   Bloomberg(Hussein Ibish): Iran Is Trying to Play the Saudis Against the US. It Won’t Work.

•   Bloomberg(Matthew Brooker): Biden and Xi Are Still Hostage to a Wild Card

•   Bloomberg(Tim Culpan): Will $52 Billion Move the US Closer to Asia Chip Giants?

•   Bloomberg(Mark Gilbert): Europe Energy Crisis: Paris, the City of Light, May Go Dark This Winter

•   Bloomberg(Lara Williams): Recession Fear Is Real But Data Reveal Economic Complexity

•   Bloomberg(Brooke Sample): Trump and His Allies Are In Control of the GOP

•   Fox News(Michael J. Ellis): China is No. 1 domestic national security threat and Biden administration won't admit it

•   Reuters(John Kemp): U.S. gas prices climb as stocks fail to rebuild fast enough