Global Economic Monitor 220808

(Introduction)

[Markets]

•   Global: S&P 500 dips, Treasury yields rise and dollar rallies following robust U.S. jobs report

•   Metals: Copper extends recovery as global recession fears abate

•   Grains: U.S. soybeans fall; corn rises; wheat eases as Ukraine trade watched

•   한국: 외인·기관 매수에 코스피 2,490대 회복…환율 1,300원 아래로

[Indicators]

•   Global Jul. Food prices: World Food Prices Post Biggest Decline Since 2008 in July

※   Drop offers some relief amid deepening cost-of-living crisis

•   US Jun. Consumer credit: US Consumer Borrowing Jumps by More Than $40 Billion, Second-Most Ever

•   US Jul. Nonfarm payrolls: July Jobs Report: U.S. Added 528,000 New Jobs as Unemployment Rate Fell to 3.5%

※   Labor market hits two major recovery markers almost 2½ years from the start of pandemic

※   WSJ: Snapshot of Jobs Market as It Reaches Pandemic Recovery Milestone

※   WSJ: Jobs Are Back, Baby, but Maybe Not Your Job

※   WSJ: Jobs Report to Keep Fed on Aggressive Tightening Path

※   WSJ: Jobs Data Threatens Wall Street’s Recession Trade

•   US Weekly Rig count: U.S. oil rig count falls by the most since September, Baker Hughes says

•   UK Jul. House prices: Mortgage misery for millions following rate rise

•   China Jul. Balance of trade: China’s Export Growth Stays Unexpectedly Robust, Offsetting Broader Weakness

※   China’s trade surplus widened on stronger exports and softening imports, an indication of the recovery’s uneven nature

※   Reuters: China's July coal imports surge 24% to meet peak power load

•   Japan Jun. Household spending: Japan household spending in June rises for 1st time in 4 months

•   India Benchmark rate: India Keeps Hawkish Stance After Delivering Half-Point Hike

※   RBI: Monetary Policy Statement, 2022-23 Resolution of the Monetary Policy Committee (MPC) August 3-5, 2022

•   Indonesia Q2 GDP: Indonesia’s GDP Growth Fueled by Spending Revival, Exports

•   한국 6월 경상수지: 상반기 경상수지 247.8억달러 흑자…1년전보다 169.7억달러↓

•   한국 주간 아파트 수급동향(부동산원): 서울 아파트 매물 줄어도 매수세 13주째 위축…집 살 사람 더 줄어

•   한국 7월 주택가격(KB): 수도권 아파트값 3년 1개월 만에 가장 큰 폭 하락

[News]

•   WSJ: China Steps Up Military, Diplomatic Warnings Over Taiwan

※   Beijing seeks to demonstrate its ability to blockade the self-ruled island in response to House Speaker Nancy Pelosi’s visit

•   WSJ: Chinese Missiles Show Japan Lies in ‘Same War Zone’ as Taiwan

•   WSJ: China’s Military Exercises Showcase Modern Fighting Force Preparing for Possible War in the Taiwan Strait

•   WSJ: China’s War Games Showcase New Tools to Intimidate Taiwan

•   WSJ: In Taiwan, Life Goes On Under Barrel of China’s Gun

•   WSJ: Southeast Asia Seeks to Tiptoe Through U.S.-China Taiwan Minefield

•   WSJ: Nancy Pelosi’s Taiwan Gambit Reshapes Political Risk in Asia

•   WSJ: First Convoy of Ships Carrying Ukrainian Grain Leaves Odessa Under New Deal

•   WSJ: Explosions Rock Ukraine’s Zaporizhzhia Nuclear Power Plant

※   Shelling around the facility intensified over the weekend amid radiation fears

•   WSJ: Ukraine’s Drone Spotters on Front Lines Wage New Kind of War

•   WSJ: Antony Blinken Visits Africa, Vying With Russia for Favor on Continent Hit by Rising Food Prices

•   WSJ: Weak Growth, Tight Job Markets Are a Global Phenomenon

•   WSJ: Food Price Inflation Imposing Heavy Burden on Poorer Countries

•   WSJ: Covid-19 Wave Fueled by Subvariant BA.5 Shows Signs of Plateauing

•   WSJ: Biden to Resume Schedule After Again Testing Negative for Covid-19, White House Says

•   WSJ: Health Authorities Issue New Advice for Avoiding Monkeypox

•   WSJ: Senate Passes Democrats’ Climate, Healthcare and Tax Bill

※   Package, backed by President Biden, now heads to the House

•   WSJ: GOP Lawmakers Lobby Oil Industry to Denounce Tax-and-Climate Bill

•   WSJ: Methane-Tax Compromise Backed by Democrats Faces Industry Skepticism

•   WSJ: How the Private-Equity Lobby Won—Again

•   WSJ: Fed’s Michelle Bowman Says Large Interest-Rate Rises Could Continue

•   WSJ: High Temperatures Blanket Parts of U.S. Amid Continuing Heat Wave

•   WSJ: Possible Trump Run in 2024 Draws Tepid Reactions From GOP Lawmakers

•   WSJ: Iran, U.S. Close In on Nuclear Deal Text but Hurdles Remain

•   WSJ: Iran Demands End to U.N. Atomic Agency Probe to Restore Nuclear Deal

•   WSJ: Russian Aggression Brings High Anxiety to Strategic Sliver of Europe

•   WSJ: Europe’s Green Vision Finds Latest Foe in Dutch Farmers

•   WSJ: Israeli Strikes Kill At Least 10 in Gaza, Palestinian Militants Respond With Rocket Fire

•   WSJ: Israel, Palestinian Militants Battle for Third Day Amid Cease-Fire Efforts

•   WSJ: Egypt, U.N. Press for Cease-Fire as Israel, Palestinian Militants Battle

•   WSJ: Wall Street Sentiment Survey Might Have Called the Stock Market’s Turn

•   WSJ: Investors Brace for More Market Volatility as Earnings Estimates Slump

•   WSJ: A Strong Dollar and Weaker Chinese Yuan Both Drag Down Gold

•   WSJ: Why Crypto’s Market Cap Never Booms, or Busts, as Much as You Think

•   WSJ: Coinbase’s Rapid Rise Left It Exposed in Crypto’s Collapse

•   WSJ: Oracle Lays Off Hundreds of Employees

•   WSJ: Amazon Buying Roomba Maker iRobot for $1.7 Billion

•   WSJ: Berkshire Hathaway’s Earnings Fall, Hurt by Market Volatility

•   WSJ: Shale Drillers Warn of Higher Costs as They Report Record Profits

•   WSJ: China Evergrande Backs Out of Plan to Build World’s Largest Soccer Stadium

•   WSJ: Advertising Slowdown Spreads Beyond Tech Giants to Hit TV Networks, Publishers

•   WSJ: Ethanol Industry Wants to Bury Its Carbon, but Some Farmers Stand in the Way

•   WSJ: How One Grocery Chain in Pennsylvania Is Preparing for a Downturn

•   NYT: How This Economic Moment Rewrites the Rules

•   NYT: Consumers will benefit from lower utility bills and cheaper home upgrades, energy experts say.

•   NYT: How Republicans Are ‘Weaponizing’ Public Office Against Climate Action

•   NYT: Facing Energy Crisis, Germans, Warily, Give Nuclear a Second Look

•   NYT: In Turbulent Times, Xi Builds a Security Fortress for China, and Himself

•   NYT: Think 9% Inflation Is Bad? Try 90%.

•   NYT: Lessons From the ’80s, When Volcker Reigned and Rates Were High

•   NYT: After Losing Favor to Electric Cars, Plug-In Hybrids Gain Ground

•   NYT: A.I. Is Not Sentient. Why Do People Say It Is?

•   WP: Pick your economy: Booming labor market or fizzling growth

•   WP: Sanders grapples with missed opportunity in Democrats’ economic plan

•   WP: Inflation is helping gig companies like Uber — and hurting their workers

•   FT: How rising tensions across the Taiwan Strait could threaten global trade

•   FT: What’s driving the massive, destructive rainfalls around the country

•   FT: China is ratcheting up pressure on Taiwan. What will the US do next?

•   FT: Putin and Erdoğan vow to deepen economic ties

•   FT: Alarm mounts in western capitals over Turkey’s deepening ties with Russia

•   FT: ‘Russification’ erodes Ukraine’s sovereignty in occupied Kherson

•   FT: Europe battles water shortages as severe drought sweeps the continent

•   FT: ECB injects billions of euros into weaker eurozone debt markets

•   FT: EU regulator awaits trial data before decision on Covid jab targeting Omicron

•   FT: Spectre of Russian interference hangs over Italy’s snap elections

•   FT: Truss rejects ‘handouts’ in favour of tax cuts to help households

•   FT: Bank of England governor defends mandate and vows to tame inflation

•   FT: What is the Bank of England’s mandate on inflation and why it matters

•   FT: Europe and Asia intensify battle to secure gas supplies

•   FT: ‘Financial monsters’: China’s bad banks complicate property crisis

•   FT: Bolsonaro bets improving Brazilian economy will be election boon

•   FT: Colombia ushers in its most leftwing president

•   FT: Japan has ‘once-in-lifetime’ chance to end deflation, says departing BoJ official

•   FT: Ethereum prepares to ditch its energy-guzzling blockchain

•   FT: Carmakers face fierce battle for lithium until 2030, warns top producer

•   FT: The end of the warehouse bubble

•   Bloomberg: Many Countries in G20 Are Not Keen to Sanction Russia for Ukraine War

•   Bloomberg: US Inflation Peak in Sight But Debate Rages Over What Comes Next

•   Bloomberg: These Are the Biggest Economic Risks Ahead

•   Bloomberg: Daly Says Fed Is ‘Far From Done Yet’ on Bringing Inflation Down

•   Bloomberg: Clark Medal Winner Itskhoki Says War Is Greater Economic Risk Than Covid

•   Bloomberg: Summers Warns Fed on 1970s-Style Mistake With CPI Set to Slow

•   Bloomberg: China’s Hainan Starts Mass Covid Testing, Imposes More Lockdowns

•   Bloomberg: China Eases Rules for International Covid Flight Suspensions

•   Bloomberg: Covid Stigma in China Can Cost Recovered Patients Jobs, Homes

•   Bloomberg: Beijing’s Snub of US Deals Blow to Climate Change Talks

•   Bloomberg: Japan Economists Forecast Biggest Inflation Gains Since 1991

•   Bloomberg: ‘Most Vulnerable’ Emerging Markets Now Face Euro Recession Risk

•   Bloomberg: ‘Snoozefest’ No Longer: Volatility Seizes Europe’s Bond Market

•   Bloomberg: Bond Traders on Collision Course With Fed Over Longer-Term View

•   Bloomberg: China IPO Market Trounces the World With Record $58 Billion Boom

•   Bloomberg: Saudi Oil Pricing to Asia Signals More Competition Is On Its Way

•   Bloomberg: 1 in 8 Covid Patients Experience Lingering Symptoms, Study Shows

•   Bloomberg: Asian Carbon Pricing Not Enough to Change Polluter Behavior

•   Reuters: Exclusive: U.S. readies new $1 billion Ukraine weapons package

•   Reuters: Japan takes step into green GDP research

•   Reuters: Automakers say U.S. Senate bill will jeopardize 2030 EV targets

•   Reuters: Tensions with U.S. spur Chinese buying of chipmaking stocks

•   Reuters: TSMC is China’s trump card against U.S. and Taiwan

•   Reuters: Analysis: Democrats' bill will make mark on climate, healthcare costs

•   Reuters: Analysis: Taiwan tensions reveal challenges for U.S. navy as Chinese threat grows

•   Reuters: Analysis: South Africa's Ramaphosa on a knife edge as crises spur leadership contest

•   Reuters: Analysis: Global rice supplies at risk as harsh weather hits top exporters

•   Reuters: Analysis: With Taiwan drills, Xi tries to salvage Pelosi crisis

•   Reuters: Analysis: Japanese backing for military build-up likely to rise after China's missiles

•   Reuters: Analysis: East Europe's party is over as double-digit inflation bites

•   CNBC: Taiwan’s trade with China is far bigger than its trade with the U.S.

•   CNBC: Is the economy in a recession? ‘What you call it is less relevant,’ says one economist: Here’s ‘what really matters’

•   ABC: Sour views on economy keep Biden approval on issues down: POLL

•   SCMP: Why China’s war games around Taiwan are different this time

•   SCMP: Explainer | China-Taiwan trade, and everything you need to know

•   Caixin: Tech Insider: Huawei Dominates in Foldable Smartphones, India Charges Vivo With Tax Evasion

•   Nikkei Asia: Japan's Kishida considers Cabinet reshuffle as early as Wed.: sources

•   Nikkei Asia: Higher foreign exchange volatility has Japan fret about yen spike

•   Nikkei Asia: Japan tumbles in COVID recovery ranking as infections surge

•   Nikkei Asia: Apple warns suppliers to follow China rules on 'Taiwan' labeling

•   Nikkei Asia: Japan's Fugaku supercomputer powers up drug discovery, storm forecasts

•   Nikkei Asia: China wages war on 'corruption' in chip industry after years of fundraising

•   Nikkei Asia: Samsung to begin making semiconductor parts in Vietnam in 2023

•   9to5Mac: Kuo: Apple to start iPhone 14 production simultaneously in India and China

•   매경(P1): 달까지…우주영토 개척 첫발 뗐다

•   매경: 한화·KAI…국내기업 40곳 다누리 참여

•   매경: 한국의 달 탐사선 '다누리' 발사…달 향해 달려가는 국가들

•   매경(P1): 상위 1% 자산가, 0.1%에도 움직인다

•   매경: 부자들은 투자용 부동산만 8억…여윳돈 1억은 예·적금에 묻어둬 [WEALTH]

•   매경: '돈으로' 돈 버는 상위 10%…재산소득, 중산층의 10배 [WEALTH]

•   매경: "2030이 국민연금 받으려면 2배 더 내야"

•   매경: 네이버 분기매출 2조 첫 돌파…검색·커머스 성장 둔화는 고민

•   매경: 증시 반등에…공매도 투자자들이 떨고있다

•   매경: 尹정부 드디어 공권력 투입…하이트진로 화물연대 조합원 12명 체포

•   매경(P1): [단독] 美, 한국에 '칩4 예비회동' 제안

•   매경: 韓 "中 자극땐 반도체 공급망 휘청" 설득…美입장 바뀔지 주목

•   매경: "기술전쟁 밀리면 끝장…칩4 가입 피할 수 없어"

•   매경: [단독] 9일 한중 외교장관 이어 이달말 경제장관 회의

•   매경(P1): [단독] 기업인 경제형벌, 국토교통부 최다

•   매경: 교도소 담장걷는 기업인들…이유는

•   매경: 과도한 형벌 개선 나선 정부…공정거래법·상법 규정 완화할듯

•   매경(P1): 그 많던 자이 래미안 어디로…서울 '새 아파트 실종사건'

•   매경: 수도권 150만 가구 풀린다…20만 가구는 청년 원가주택

•   매경: 입주까진 3~5년 걸려…당장 집값 안정 효과는 '글쎄'

•   매경(P1): 롯데제과·포스코인터 'ESG 톱10' 진입…환경·지배구조 개선 높은점수

•   매경: 코인 창시자의 경고 "실제로 못쓰면 10년뒤 다 사라진다"

•   매경: "원전 지속하려면 고준위 방폐장 연구개발 시급"

•   매경: 추석 앞두고 물가 비상…농산물 관세인하 검토

•   매경: [세종 인사이드] 선장 없는 국책硏 '개점휴업' 길어진다

•   매경: "작년 계약때로 돌아갈래"…전세대출도 변동금리 더 비싸졌다

•   매경: '황금알' 폐배터리 사업…재활용 기준도 없어

•   매경: 콘텐츠 세부실적 첫 공개한 네이버…카카오 앞질렀다

•   매경: "3억 싼 역세권 아파트 안살래"…50명이나 포기 왜?

•   매경: '슈링크플레이션' 덮친 식당가…"단골집도 계란찜 안줘요"

•   한경(P1): '수출 버팀목' 마저…電·車까지 흔들린다

•   한경: 요란하게 울리는 'R 경고음'…반도체·TV '재고와의 전쟁' 시작됐다

•   한경: "주문량 감소"…잘나가던 車도 급브레이크

•   한경: '닥터 코퍼'의 추락에…포스코·고려아연 긴장

•   한경(P1): "연봉 1억도 적다"…은행원들 총파업 예고에 '술렁'

•   한경: 여행객 면세한도, 추석 전 800弗로 상향

•   한경: "코로나 특수는 끝났다"…태블릿·크롬북 시장 '급랭'

•   한경: "서울 웬만한 아파트 10억 넘는데…" 연봉 5천 직장인 한탄

•   한경(P1): [단독] 한국 이대로면 10일도 못 버틴다…올 겨울 '푸틴 공포'

•   한경: 가스公 가격협상 실패…日보다 3100억 비싸게 LNG 사들여

•   한경: 전력 위기에 올해 석탄 더 땐다

•   한경(P1): [단독] '때리고 보자'…국세청, 5년간 잘못 매긴 세금 9조

•   한경(P1): [단독] "1년 전보다 더 큰 기회 왔다"…세계 3대 거물의 조언

•   한경: KDI "하반기 경기 하방 압력 커진다"

•   한경: "10년차 개발자도 연봉 6000만원"…동남아로 눈 돌리는 기업들

•   한경: 입법처, 유류 탄력세율 조정폭 확대 비판

•   한경: 日기업 '엔저 효과'…올해만 10조원 더 번다

•   한경: 美 전기차 '보조금 확보전'…속타는 현대차

•   한경: 은행 요구불예금 37조 이탈…자금조달 '비상'

•   한경: '깜깜이' 증시 와중에…외국인 '이 종목'은 샀다

•   한경: 개미들, 외국인과 정반대…보유종목 대부분 큰 손실

•   한경: 덩치 따라 실적전망 '희비'…대기업 오르고 中企는 떨어져

•   한경: 해외 여행 두배 늘었는데…여행업계 웃지 못하는 이유

•   서경(P1): [단독] 文 '묻지마 신재생' 5년…태양광, 원전보다 많다

•   서경: 제주선 열흘에 한번꼴 태양광 가동중단…결국 값비싼 LNG로 대체해야 할 판

•   서경: 韓 전기버스 절반 장악한 중국산…승용차 시장까지 넘본다

•   서경: ‘우물안 개구리’ 벗는 중국차…북미·유럽·일본서 '전기차 한중전' 예고

•   서경(P1): 결국 "직원 자르고 챗봇"…핀테크, '고액연봉' 칼바람

•   서경: 경기 나빠지는데 '연봉 눈높이'는 그대로…핀테크 '채용 포기' 속출

•   서경: 당장 뛸 경력직 필요한데…정부선 신입·인턴채용만 압박

•   서경(P1): '고용세습' 10곳 중 7곳이 민주노총…고용부 "불공정 채용 뿌리뽑겠다"

•   서경: 해운사, 우회로·운항 축소도 검토…'원산지 변경' 불똥 튈까 비상

•   서경: 레이스 "美·EU 내년 '스태그플레이션의 늪' 빠질수도…70년대처럼 오래 가진 않을것"

•   서경: 레이스 "연준 공격적 금리인상에 신흥국 부채위기 심각"

•   서경: 적신호 켜진 가계부채…"금융위기 때보다 심각"

•   서경: 車반도체 톱5, 매출 40% 급증…"칩 주문 18개월이나 밀려"

•   서경: [단독]의원님이 시킨 책, 로봇이 배달하네…카카오모빌리티 '로봇배송' 상용화 시동

•   서경: "재택은 기본, 출근땐 자율좌석"…中企·벤처, 스마트오피스 열풍

•   조선(P1): 尹대통령 지지율 24%

•   조선: 美정가, 尹·펠로시 면담 불발에 “한국의 이중 실수”

•   조선: ‘재건축 초과이익’ 면제기준 3천만원→1억원으로 올릴듯

•   조선: 배추 72%, 식용유55%… 무섭게 뛴 밥상물가

•   조선: 하이트 직원 250명, 길 양쪽에 ‘인간띠’... 오늘 화물연대 뚫고 출고 시도

•   조선: 피서지 노마스크 인파… 확진자 증가율 가팔라졌다

•   조선: 31% “코로나 사태 이후 소득 줄어든 적 있다”

•   조선: 적금은 무조건 6개월 이상… 누가 정한 건가요

•   조선: 국민연금 올 수익률 ―4.7%, 1~5월 손실 45조원

•   조선: 벤처캐피털 빗장 풀려… 대기업, 신기술에 현금 쏟아낸다

•   조선비즈: 부동산 규제 완화 vs 공급 확대, 정책 힘겨루기 결과는

•   조선비즈: 경쟁사 낸드 기술 추월에도 느긋한 삼성전자… “무작정 쌓는다고 다 좋은 거 아냐”

•   조선비즈: [단독] 기재부, 與 반도체 30% 세액공제안 ‘제동’…”세수 감소 7兆 예상, 재정건전성에 치명타”

•   조선비즈: 네·카의 부활?…전문가들 “아직 명확한 호재 없어, 장밋빛 전망 어렵다”

•   조선비즈: “이미 많이 올랐잖아요”... ‘전세대란’ 없다지만 세입자 부담은 여전

•   조선비즈: “재량지출 10% 감축” 건전재정 닻올린 尹정부…'지역화폐·한국판 뉴딜’ 구조조정 1순위

•   조선비즈: ‘황새’ 韓 따라 잡으려다 가랑이 찢어진 ‘뱁새’ 日 JOLED…낮은 수율로 시장 신뢰 치명타

•   조선비즈: [S의 공포가 온다]① “가게 개업하기가 겁난다”... 고금리·고물가와 씨름하는 자영업자들

•   중앙: 최악 적자 예고된 한전…文정부때 원가이하로 판 전기료 16조

•   중앙: 직원들 휴가 갈 때 5대 그룹 총수들은 뭘 할까

•   중앙: 4000만원 최고가 나와…‘연봉 뺨치는 월세’ 3배 폭증 왜

•   동아: 방 바꿔가며 2.5kg 고무공 쿵쿵… 쉿! 층간소음 연구중

•   동아: 우량 회사채 1분만에 완판… 경기침체 우려에 주식 팔고 채권 산다

•   동아: 휘발유값 5개월만에 1850원 밑으로

•   동아: [단독]공정거래 ‘더 세진 칼날’에… 기업들, 전담부서 신설등 ‘선제 대응’

•   문화: 車 반도체 수급난 하반기 ‘숨통’… 신차 출고 빨라질듯

•   한국(P1): "수백억 하는 로봇 엄두나 냈겠습니까?"...로봇도 넷플릭스처럼 구독하는 시대

•   한국(P1): '집밖 무지출' 버텨도 '집밥'에 휘청... 지갑 후벼 파는 식탁 물가

•   한국: 30대 3인가구 “전세 이자 대책회의 열다 커피값에 화들짝”

•   국민(P1): 내년 최임 9620원 확정… 월 환산액 201만580원

•   국민: ‘친환경’으로 방향타 꺾는 해운사… 속도 낮추고 연료 바꾼다

•   국민(P1): 반도체 착시 걷어내자 확 쪼그라든 對中수출

•   서울: 친환경 태양광 발전의 역설… 수명 다한 ‘폐패널’ 환경오염 우려

•   서울: 삼성 “폴더블폰 대중화로 하반기 실적 회복”

•   서울: 블 록 끼 듯… 집 이 뚝 딱

•   한겨레: [현장] 유일한 새벽배송 흑자 기업엔 뭔가 특별한 게 있다

•   머니투데이(P1): 기준금리 올리는데 국채금리는 뚝뚝…갑자기 커진 'R 경고음'

•   머니투데이: "기준금리 연말까지 2~3번 더 올린다...내년엔 내릴 수도"

•   머니투데이(P1): 尹 정부 '풍력 확대' 첫 단추, 고정가격입찰로 풍력 시장 커진다

•   머니투데이: "대우조선, 수주 늘어도 적자"…'빅3'가 만든 구조적 문제

•   머니투데이: 핀테크에서 그린도시국가로…스타트업이 국가브랜드 통째로 바꾼다

•   헤럴드경제(P1): 펠로시 떠나자 삼성·SK에 던져진 ‘K반도체 고민’ [헤럴드 뷰]

•   헤럴드경제: 작년 주택 25만채 부족...수급불균형 심각

•   파이낸셜뉴스(P1): 대통령실 "달 착륙선·로봇 등 우주로드맵 연내 마련" [尹 대통령 100일, 반전 카드는]

•   파이낸셜뉴스(P1): "영끌거지 될일 있나" 부동산 손떼는 2030 [규제 풀어도 대출 안받는다]

•   파이낸셜뉴스: 탈원전 단체 거센 반발 뚫고 고리 2호기 수명연장 되나

•   파이낸셜뉴스: 대형사 올 목표 수주액 벌써 70%… 하반기 초과달성 청신호

•   아시아경제(P1): 당정, 기업들 경제형벌 완화 추진…비범죄화·형량합리화 등

•   아시아경제: 배터리업계 '친환경 시계' 더 빨라진다…RE100 이어 폐배터리 시장 속도전

•   디지털타임스(P1): [기획] 정치권 줄대는 포스코, 정치색 빼는 KT

•   디지털타임스: 시멘트 뛰고 철근값 내리고… 내달 건축비 변동 촉각

•   이데일리(P1): “코로나 부채 90% 탕감 과도해…50%로 건의할 것”

•   이데일리(P1): 골프장·리조트에 바이오 투자까지…공공기관 외부출자 60조원 육박

•   이데일리: 해운사·금융사 등 굵직한 출자지분 어쩌나…'우회적 민영화' 우려도

•   이데일리: 연 1%대 주택 융자, 해외 자녀 학자금…공공기관 복리후생 칼 댄다

•   이데일리: 약세장 마무리 vs 추세적 상승, 증권가의 시선은

•   이데일리: 2Q 실적 한숨 돌리려 하니…3Q 어닝시즌 불안

•   이데일리: 코스피 기둥 삼성전자, 미·중 갈등 버틸 수 있나

•   이데일리: 채권단 졸업 5개월, 성장 체제로…두산에너빌리티, 4대 사업에 '사활'

•   연합: 오후 9시 5만3477명 확진, 전주 1.25배…어제보다 4만8천여명↓

•   연합: "북, 풍계리 핵실험 준비 막바지"…안보리 대북제재위 보고초안

•   연합: 올해 물가 5%대 가능성…24년만에 최고 기록하나

•   연합: 대기업 계열사 잇단 상장 철회 여파는

•   전자신문: [대한민국 대전환 'ON'] 한전, 에너지 인플레 '직격탄'…요금·시장·거버넌스 개편해야

•   전자신문: [대한민국 대전환 'ON']시장 기반 전력시장으로 '에너지 신산업' 물꼬 터야

•   전자신문: [대한민국 대전환 'ON'] 독립된 에너지규제위원회 논의 시작해야

•   전자신문: [스페셜리포트] 韓 UAM, 내년 개활지서 첫 비행 실증…2024년 준도심·도심으로

•   전자신문: [스페셜리포트]UAM 추진 시스템, 배터리·수소·하이브리드 '각양각색'

•   전자신문: [스페셜리포트]이동통신 3사, 지상 넘어 하늘을 경쟁 무대로

•   전자신문: [스페셜리포트] 현대차·SKT·롯데·LG유플러스, 한국형 UAM 시장선점 '출사표'

[Opinions]

•   Project Syndicate(James K. Galbraith): Rate Hikes Are Not the Right Answer to “Wage-Price Persistence”

•   FT(Editorial Board): The challenges for Latin America’s new left

•   FT(Katie Martin): Market rally delivers hard lessons for fund managers

•   FT(Leo Lewis): The US and China are decoupling, but not as fast as you think

•   FT(Oleg Ustenko): The west’s phantom energy sanctions fuel Russia’s war machine

•   FT(Lex): Bank of England: Trussonomics could be costly for investors

•   WSJ(Editorial Board): Another Way to Help Taiwan—and America

•   WSJ(Editorial Board): The Fed Speaks Again, and Again, and Again

•   WSJ(Editorial Board): Democrats Trade One Bad Tax Increase for Another

•   WSJ(Editorial Board): What Germans Know About Nuclear Power

•   WSJ(Alan S. Blinder): GOP Frets Over the Inflation Reduction Act’s Tiny Tax Increase

•   WSJ(Stephen Moore, Tomas J. Philipson): Fewer Cures, Costlier Energy

•   WSJ(F. Vincent Vernuccio): With Inflation High, Unions Suppress Wages

•   WSJ(Andrew A. Michta): China, Russia and the West’s Crisis of Disbelief

•   NYT(Bill Gates): We’re on the Verge of a Remarkable Moment for Congress and the Country

•   NYT(Paul Krugman): Wonking Out: The Meaning of Falling Inflation

•   NYT(Charles M. Blow): Biden’s Remarkable Summer

•   NYT(Yu-Jie Chen): I’m Taiwanese, and I Want to Thank Nancy Pelosi

•   WP(Greg Sargent): A big looming victory for Biden could put Trumpists on the defensive

•   WP(Fareed Zakaria): The U.S.-China crisis over Taiwan was wholly predictable

•   WP(Qin Gang): Chinese ambassador: Why China objects to Pelosi’s visit to Taiwan

•   Bloomberg(Jonathan Levin): Jobs Report: Unemployment Heads in the Wrong Direction for the Fed

•   Bloomberg(John Authers): Bank of England Channels Eeyore and Grumbles the Truth on Inflation, Recession

•   Bloomberg(Javier Blas): ESG Is So, So, So Yesterday: Elements by Javier Blas

•   Bloomberg(Julian Lee): US Drivers Are Using Less Gasoline. Let's Keep It That Way

•   Bloomberg(Gary Shilling): Are We In a Recession? Google Searches Allude to Economic Downturn

•   Bloomberg(Andreas Kluth): Germany Is at a Nuclear Crossroads. Again Over Decommissioning Its Reactors

•   Bloomberg(Mark Gilbert): Are We in a Recession? The Global Economic Outlook Is as Clear as Mud

•   Bloomberg(Lara Williams): Pelosi’s Visit Exposes Taiwan’s Vulnerabilities

•   Bloomberg(Matthew Yglesias): Natural Gas Is Better Than Many Environmentalists Admit

•   CNN(Dana Peterson): Why a recession might not mean huge job losses

•   MarketWatch(Rex Nutting): Wages are still rising faster than the Fed will tolerate. That means more rate hikes and layoffs are coming.

•   Fox News(Robert Maginnis): China's Xi is a genuine threat to Taiwan and Team Biden needs to wake up

•   Reuters(John Kemp): How to respond to food and energy shortages – a short guide for policymakers