Global Economic Monitor 220822

(Introduction)

[Markets]

•   Global: Wall Street pushes stocks down, dollar up on Fed hike fears

※   Tech, banks stocks drag indexes down

※   Treasury yields rise

※   Gold, crypto sells off

※   Oil dips in choppy trading

•   China: Yuan Slumps to Near-Two-Year Low as Rate Differential Widens

•   Natural gas: European Gas Set for Another Weekly Gain as Energy Pain Deepens

•   Electricity: European Power Smashes Records as Energy Crisis Intensifies

•   Carbon: EU carbon price hits record as gas shortages force return to coal

•   Metals: Copper heads for weekly fall on bleak global growth outlook

•   Grains: Wheat rises on technical buying in rebound from six-month low

•   한국: 코스피, 엿새만에 2,500 아래로 하락…강달러·긴축 경계

•   한국: 국민銀 대형 지분매각 '카뱅' 주가 사상 최저로

•   한국: 환율 장중 1328원, 글로벌 금융위기 이후 최고

•   한국: 추경호 재정 다이어트 선언, 채권시장 안정 찾나…‘기준금리-국채 3년’ 스프레드, 연중 최저치

[Indicators]

•   US Weekly Rig count: U.S. oil & gas rig count falls for third week in a row, Baker Hughes says

•   Eurozone Jun. Current account: Euro zone current account swings back to a surplus in June

•   Germany Jul. PPI: Record jump in German producer prices adds to gloomy outlook

•   UK Jul. Retail sales: UK Outlook Dims With Consumers Paying More to Buy Less in Shops

•   UK Jul. Government borrowing: UK government borrows more than expected in July

•   UK Aug. Consumer confidence: UK consumer confidence hits record low as household mood darkens

•   Japan Jul. CPI: Japan’s Inflation Accelerates Further Beyond BOJ’s 2% Target

•   한국 7월 서울 아파트 거래량: "집값 더 떨어진다"…전무후무 '거래 빙하기' 시작됐다

•   한국 8월 제조업 PSI: 제조업 전망 넉달 연속 암울…반도체 경기는 업종 중 최악

•   한국 주간 아파트 수급동향(부동산원): 전국 아파트 매수심리 2년9개월만에 최저…3개월째 하락

[News]

•   WSJ: Blasts Hit Russian-Held Territory as Ukraine Intensifies Attacks Beyond Enemy Lines

※   Explosions reported in Russian border region and occupied Crimea; Kyiv typically stops short of claiming responsibility

•   WSJ: Drone Hits Headquarters of Russia’s Black Sea Fleet in Crimea

•   WSJ: Latest U.S. Aid Package to Ukraine Includes Mine-Resistant Vehicles, Drones, Missiles

•   WSJ: In Russia, Far-Right Nationalists Offer Rare Criticism of Kremlin’s War Effort

•   WSJ: Russian Mercenaries Project the Kremlin’s Power Far From Its Troubles in Ukraine

•   WSJ: Ukraine’s Zelensky Warns of Russian Escalation as Putin Ally’s Daughter Is Killed

•   WSJ: Russia to Halt Nord Stream Gas Flows to Europe, Citing Pipeline Maintenance

※   Unexpected three-day shutdown fans fears that Russian natural-gas cuts will tip Europe into recession

•   WSJ: Droughts Hurt World’s Largest Economies

※   Unusually dry weather in the U.S., China and Europe further pressures global trade

•   WSJ: Transcript: WSJ Interview With St. Louis Fed President James Bullard

•   WSJ: Energy Projects Sought Across the U.S. Face Local Hurdles

•   WSJ: It Now Costs $300,000 to Raise a Child

•   WSJ: China’s Xi Considers Visiting Central Asia, Potential Meeting With Putin Next Month

•   WSJ: Pandemic Bolsters China’s Position as the World’s Manufacturer

•   WSJ: Fumio Kishida, Japanese Prime Minister, Contracts Covid-19

•   WSJ: Israel’s Gaza Strategy Forces Hamas to Weigh the Economic Cost of Lashing Out

•   WSJ: Sri Lanka’s Farmers Struggle to Feed the Country—and Themselves

•   WSJ: What Ethereum’s Big ‘Merge’ Means in Crypto Land

•   WSJ: Heat in Europe Is Driving Up Olive Oil Prices

•   WSJ: Coffee Could Get Even Pricier as Brazil’s Harvest Falters

•   WSJ: Warren Buffett’s Berkshire Hathaway Cleared to Buy as Much as Half of Occidental’s Shares

•   WSJ: Warren Buffett Not Expected to Bid for Control of Occidental Following Approval for Bigger Stake

•   WSJ: GM Reinstates Quarterly Dividend Suspended Since Start of Covid-19 Pandemic

•   WSJ: Rivian Drops Cheapest Versions of Its Electric Truck and SUV Models

•   WSJ: Federal Regulators Seek Answers About Tesla’s Autopilot

•   WSJ: West Coast Port Labor Talks Stalled Over Union Conflict

•   WSJ: U.S. Companies on Pace to Bring Home Record Number of Overseas Jobs

•   WSJ: Time to Upgrade Your Old Phone? More Consumers Say, ‘Not Yet’

•   WSJ: Variant-Targeted Covid-19 Boosters Test the Promise of mRNA Technology

•   NYT: After Signing Climate Bill, Biden Prepares More Actions to Cut Emissions

•   NYT: The Final Days of the Trump White House: Chaos and Scattered Papers

•   NYT: Think the Economy Is Hard to Predict? Try the Midterms.

•   NYT: U.S. Delegation Visits Taiwan for Trade Talks, Risking China’s Ire

•   NYT: The Face of China: A Globetrotting Diplomat Armed With U.S. Admonitions

•   NYT: Germany’s Stony-Faced Chancellor Faces Critics on Nearly Every Side

•   NYT: Hungary’s Orban, a Scourge of Liberals, Faces a New Foe: Economics

•   NYT: Economic Neglect and Political Instability Unraveled Tunisia’s Democracy

•   NYT: Crypto Is Tumbling, but in Argentina It’s Still a Safer Bet

•   NYT: Junk Bonds Stage a Comeback as Investors Regain Risk Appetite

•   NYT: Why Are C.E.O.s Suddenly Obsessed With ‘Elasticity’?

•   WP: 2024 meets 2022: Trump, Pence, others ramp up for allies in midterms

•   WP: As Biden turns toward midterms, he may not be the top surrogate

•   WP: Chinese leader asked Biden to prevent Pelosi from visiting Taiwan

•   WP: Warnings of attack on Ukraine nuclear plant set the world on edge

•   WP: Russia’s spies misread Ukraine and misled Kremlin as war loomed

•   WP: ‘Quiet quitting’ isn’t really about quitting. Here are the signs.

•   WP: The remote work revolution is already reshaping America

•   FT: Top Russian diplomat dismisses hopes of negotiated end to Ukraine war

•   FT: Crude awakening: the German town on the front line of Russian sanctions

•   FT: German central bank chief Joachim Nagel warns inflation to hit 70-year high

•   FT: Brussels warns of Covid vaccination fatigue as it urges fresh drive for jabs

•   FT: UK industry braced for bleak winter as soaring energy costs threaten closures

•   FT: Wealth managers warn retail investors over rising inflation

•   FT: Strike at UK’s biggest port threatens supply chain disruption

•   FT: Did the Fed’s preferred inflation gauge ease last month?

•   FT: Republicans attack $80bn funding boost for US tax collection agency

•   FT: China pressure deepens Taiwan’s desire for big US weapon systems

•   FT: Taiwan set to welcome more foreign delegations despite Chinese pressure

•   FT: Middle East states set for $1.3tn oil windfall, says IMF

•   FT: Dubai looks to restart mothballed luxury developments for wave of wealthy incomers

•   FT: Investors warn of ‘disconnect’ as markets price in early Fed rate cut

•   FT: Stablecoin issuers hold $80bn of short-dated US government debt

•   FT: Chipmakers caught in the crossfire of rising US-China geopolitical tensions

•   FT: SoftBank sold Alibaba shares to reassure investors, finance chief admits

•   Bloomberg: US Economy Flashes Signals of Hope and Concern in Mixed Data

•   Bloomberg: Almost Half of US States See Jobless Rate Drop to or Below 3%

•   Bloomberg: Powell Has Chance to Reset Market Expectations at Jackson Hole

•   Bloomberg: Barkin Says Fed Will Curb Inflation Even at Risk of Recession

•   Bloomberg: Nobel Winner Spence Sees Non-Trivial Chance of US Recession: Q&A

•   Bloomberg: Germany Risks a Factory Exodus as Energy Prices Bite Hard

•   Bloomberg: Germany’s Rhine Seen Surging to More Navigable Level Next Week

•   Bloomberg: Germany May Resort to Nuclear Plants to Plug Russian Gas Gap

•   Bloomberg: Germany to Prioritize Coal Trains Over Passenger Services

•   Bloomberg: Euro-Area Inflation to Noticeably Exceed ECB Goal, ZEW Poll Says

•   Bloomberg: EU Favors Only Limited Tweaks to Recovery Plans, Gentiloni Says

•   Bloomberg: UK Energy Bills to Soar Near £3,600 as Price Cap Set to Rise

•   Bloomberg: U.K.’s Sunak Tells Truss to Choose Tax Cuts or Energy Support

•   Bloomberg: Charting the Global Economy: China, Turkey Shock With Rate Cuts

•   Bloomberg: Rich Countries Gobble Up Fuel While Poorer Nations Stuck With Brewing Unrest

•   Bloomberg: China’s Virus Hotspots Keep Cases Elevated, Fuel Fears of Spread

•   Bloomberg: China Covid Cases Jump By 2,200 on Tourist-Spot Flare Ups

•   Bloomberg: China to Offer Special Loans to Troubled Property Developers

•   Bloomberg: Power Crunch in Sichuan Adds to Industry’s Woes in China

•   Bloomberg: China’s Milestone Moment for Markets Now Just a Distant Memory

•   Bloomberg: How the Rivalry Between China and South Korea May Help America

•   Bloomberg: Modi to Be Challenged by Local Leaders in 2024 India Elections

•   Bloomberg: India Rate Panel Warns of Considerable Uncertainty on Inflation

•   Bloomberg: Biden, European Allies Discuss Iran as US Weighs Latest Proposal

•   Bloomberg: Saudi Arabia’s Booming and This Time It Isn’t Only About Oil

•   Bloomberg: Bolsonaro Cuts Lula’s Lead Ahead of Brazil Vote, DataFolha Says

•   Bloomberg: Jokowi Wants to Add Job Creation in Central Bank’s Mandate

•   Bloomberg: Indonesia Ramps Up Grain Production to Improve Food Security

•   Bloomberg: Myanmar Junta Announces Cabinet Reshuffle With Slight Changes

•   Bloomberg: Singapore Ups Ante for Top Global Talent, to Repeal Male-Sex Law

•   Bloomberg: Bond Traders’ Go-To Bet for 2022 Is on the Line at Jackson Hole

•   Bloomberg: China’s Hyped Decoupling From Emerging Markets May Prove a Blip

•   Bloomberg: Junk Nations Risk Muted Future Debt Sales as Liquidity Dies

•   Bloomberg: US Crop Tour Set to Kick Off With World’s Food Reserves at Stake

•   Bloomberg: India May Import Wheat in Blow to Modi Goal of Feeding World

•   Bloomberg: Xiaomi Profit Misses Estimates as Smartphone Business Turns Dire

•   Bloomberg: Musk Says Tesla Full Service Driving Price Will Rise to $15,000

•   Bloomberg: Chinese Chip Software Maker Behind Mystery Buyer UK Blocked

•   Reuters: German dependence on China growing "at tremendous pace" - IW

•   Reuters: Russia is China's top oil supplier for 3rd mth in July- customs data

•   Reuters: U.S. business group says members see limited impact from Taiwan-China tensions

•   Reuters: Apple supplier Foxconn to invest $300 million more in northern Vietnam, state media reports

•   Reuters: Analysis: UK slips towards recession, heaping pressure on next PM to help

•   Reuters: Analysis-India's weak rupee finds reprieve as foreigners seek bonds

•   AP: China plans cloud seeding to protect grain crop from drought

•   CNBC: Wages are now the hottest inflation signal. Here’s what that means for the Federal Reserve and the markets

•   CNBC: The stock market shrugged at Biden’s tax on stock buybacks. Will it regret that?

•   CNBC: How China’s strict Covid policies led to supply chain bottlenecks

•   CNBC: China’s heatwave could have a knock-on effect on its economy, says economist

•   CNBC: Companies ‘can’t really plan’ in muddled economic cycles, Jim Cramer warns investors

•   MarketWatch: Here are 5 reasons that the bull run in stocks may be about to morph back into a bear market

•   Fox News: Biden Energy Secretary Granholm: Clean energy is 'best peace plan the world has ever known'

•   Politico: Newest cause for climate optimism? The U.S. rivalry with China

•   SCMP: Tesla, SAIC car output hit as power shortage in China’s Sichuan province roils supply chain

•   SCMP: China’s power cuts put spotlight on manufacturing risk in hydropower-reliant southwest

•   SCMP: Climate change creates ‘serious, long-term problem’ for China’s energy security, carbon neutral goal

•   SCMP: China denies Belt and Road Initiative ‘debt trap lie’ as infrastructure spending tops US$1 trillion

•   SCMP: China’s zero-Covid strategy, tumbling tax revenue put local government services and jobs under threat

•   SCMP: China’s new industry minister looks to boost consumption and stabilise supply chains as economy slows

•   SCMP: Changing of China’s diplomatic guard on agenda for this year’s party congress

•   SCMP: More Chinese enter Singapore property market, eyeing ‘politically stable’ and ‘well regulated’ environment for investments

•   SCMP: Taiwan conundrum looms for EU officials winding up summer break

•   Global Times: China’s robotics sector makes breakthroughs, closing in on that of advanced countries

•   Nikkei Asia: Japanese buyers renew LNG contracts with new Sakhalin-2 operator

•   Nikkei Asia: Japan's Mitsui to keep Sakhalin-2 stake under new Russian operator

•   Nikkei Asia: Six months since Russia attacked Ukraine: Will grain prices drop?

•   Nikkei Asia: World Bank economist fears repeat of '80s debt crises

•   Economic Times: Chinese slowdown brightens prospects for Indian manufacturing: Experts

•   DigiTimes: TSMC secures 3nm order commitments from chip vendors

•   매경(P1): 이재용 "세상에 없는 기술로 미래 만들자"

•   매경: 요소수 대란 300일…주요 핵심물자 비축은 제자리

•   매경: 韓·中 경제수장 이달 회담…한한령 풀리나

•   매경: 황주호 한수원 신임 사장 "원전 수출 집중하겠다"

•   매경: SK가스·롯데켐·에어리퀴드…공정위, 수소 합작회사 승인

•   매경: '꿈의 영업이익률'에도 웃지 못한 기업들

•   매경: 상반기만 162건…소송 시달리는 증권사들

•   매경: CJ·KT는 1조 콘텐츠 투자, SK는 파격 할인

•   매경: 독서실 자리 하나에 사람은 둘…2030 짠테크에 주인 이것까지 설치

•   매경(P1): 싱가포르에 커리어우먼 왜 많은가 봤더니…가사도우미 문호개방이 버팀목

•   매경: 韓 400만원 싱가포르 100만원…가사도우미 월급 다른 이유는

•   매경: 최저임금 규정에 발목잡힌 韓…가사도우미 개방해도 비용 2배

•   매경: 홍콩서도 여성 경제활동인구 급증…외국인 가사도우미 채용 효과

•   매경(P1): 물가는 뛰는데 쌀값만 뚝, 뚝, 뚝…53개월만에 최저

•   매경: 카타르·오만 일터지면 韓 LNG 35% 끊길 판…수입다변화 확대 시급

•   매경: 인플레發 정부부채 감소효과 美·유럽 6천조

•   매경: 文정부 '산깎아 만든 태양광' 압박…2년마다 안전점검

•   매경: "저소득층 위한 농식품 바우처, 고물가 반영해 지원액 늘려야"

•   매경: 국민연금 脫석탄 기조에…발전공기업 5곳 '발동동'

•   매경: 저소득층 필수생계비, 수입의 76%

•   매경: 韓전기차 美보조금 제외…박진, 美에 문제 제기

•   매경: Z플립4 아이폰14 신작폰 쏟아지는데…굳이 전작폰 사는 이유는

•   매경: 2분기 호실적, 원화약세 감안하면 착시?

•   매경: "1기 신도시는 이용 당했다"…분당 일산 아파트값 1억 하락

•   한경(P1): 국민연금·직역연금 '재정 통합' 나선다

•   한경: '4대 공적연금' 개혁 시동 걸었지만…재정통합 '가시밭길' 예고

•   한경(P1): "1기 신도시 재정비, 빠른 속도로 추진"

•   한경: 한기정 "불필요한 규제 과감히 혁신…공정위, 국민눈높이 맞게 노력할 것"

•   한경: "이대로면 80년내 필리핀에 추월 당한다"…'한국 소멸' 경고

•   한경: "조선소 월급 짜다" 외국인도 손사래…초유의 '가동중단 위기'

•   한경: "車 화면 클수록 좋다"…'세계 1위 등극' 한국 기업은 '환호'

•   한경: 일진머티리얼즈 인수, 롯데 유력후보

•   한경: 애플·유튜브도 한다는데…"카카오가 살 길은 '광고' 뿐"

•   한경: 10대 그룹 시총 '희비'…한화·현대重 웃었다

•   한경: 43억이던 서초 아파트마저 한 달 만에…집주인들 속탄다

•   한경(P1): 특고 재난지원금, 1억 연봉자도 받았다

•   한경(P1): [단독] 韓투자자 해외 수익 30% 증발 위기

•   한경: '입법공백' 뒤엔…턱없이 부족한 국제조세전문가

•   한경: [단독] "설마 했던 일이 현실로"…국민연금·KIC '3조' 날릴 판

•   한경: 기업, SPC 활용한 해외 M&A 올스톱 되나

•   한경(P1): [단독] "남는 게 없다"…'디즈니+'도 인력 구조조정

•   한경: 25일 금통위 '0.25%P 인상' 무게…올 성장률 2.5% 이하 예상

•   한경: 종부세 걸렸는데 결국…수십만명 '세금 폭탄' 터지나

•   한경: 현대차·삼성폰이 어쩌다가…中서 한없이 쪼그라든 韓 대기업

•   한경: 올해 中에 영화수출 '0'…한한령 벽 여전히 높아

•   한경: 中서 방빼는 K유통…'사드' 직격탄 맞고 경쟁력도 밀려

•   한경: "한국은 봉"…테슬라, 年 1000억씩 쓸어간다

•   한경: 전기차 배정 받으려던 한국GM '날벼락'

•   한경: 공적자금 2.3조 이자 한 푼도 안 갚은 대우조선

•   한경: 내수 꼬리표 떼는 네·카…이해진·김범수 '빅픽처' 현실로

•   한경: 역마진 날라…'코로나 배드뱅크' 딜레마

•   한경: LED등 달고 블라인드 쳤더니…건물 에너지 소비 절반 이하 '뚝'

•   한경: 강남 꼬마빌딩 불패라더니…"금리인상을 생각 못했네"

•   한경: '최대 실적' 쏟아졌지만…상장사 10곳 중 7곳, 목표가 하향 조정

•   한경: "주식은 무서워" 발 뺀 개미들, 어디로 갔나 봤더니…

•   한경: "하루 렌트비 30만원 부른 反시장 규제"…제주도 렌터카 총량제 또 2년 연장

•   서경(P1): "이자 내려다 회사 망할판"…기업들 '비용폭탄'에 비명

•   서경: 상장사 10곳 중 4곳 '한계' 내몰려…금융비용 1년새 10배 폭증도

•   서경: 삼성전자 원재료 매입액 26% 늘어나 52兆…'인플레 패닉'에 빠진 산업계

•   서경(P1): 해외 IB의 경고 "내년 韓경제, 잠재성장률<2%> 밑으로 후퇴"

•   서경: "韓 하반기 수출타격 본격화"…한달새 내년 성장률 0.4%P 낮춰

•   서경: 빅맥마저…'1년에 한 번만 인상' 불문율 결국 다 깼다

•   서경: 둔촌주공 사업비 대출연장 불발에도…"11월 공사재개 문제 없다"

•   서경: 카드사 리볼빙 잔액 4개월째 증가…"가계 부채폭탄 터질라" 당국 주시

•   서경: 과세 가이드라인 하세월…소수점 거래 9월 시행 못하나

•   서경: 미래에셋운용, 리츠 설립 불발…IFC 인수 차질

•   서경: 1억 연봉도 모자라…금융노조, 내달 16일 총파업 돌입

•   서경(P1): [단독] 이재용 '인재확보' 특명…반도체 사장단도 총출동

•   서경: 삼성전자, 캠퍼스 5곳에 매머드급 부스 30개…사장 4명 나서 우수인력 '입도선매'

•   서경: 美 마이크론·애플, 기술·설계인력 '러브콜'…中 CATL은 한국 지사 세우고 전방위 영입

•   서경(P1): [단독] 지방 지점 소멸 위기에 손잡은 국민·신한銀…내달 5일 경북 영주와 경기도 양주에 공동점포 연다

•   서경(P1): 尹정부 '3년 시한부' 도심복합사업 연장한다

•   서경: 사업지 발표 전 매수한 1주택 토지주, 일방퇴거 대신 새집 받는다

•   서경: 반칙 일삼는 '테크굴기'…韓, 30년 對中흑자 토해낼 판

•   서경: '소부장' 中의존도 10년새 5%P↑…리튬·코발트 등 '제2 요소수' 가능성

•   서경: 한중 무역갈등 발생땐…한국 피해, 중국의 6배

•   서경: "칩4는 '강제성 없는 협의체' 中에 강조…기업 피해 최소화해야"

•   서경: BIS기준 못미친 외환보유액…3500억弗 부족

•   서경: 스마트폰 방송시청 1년새 3분의 1토막

•   서경: [단독] 韓만 남는다…'강제노동 금지' ILO 105호 비준 검토

•   조선(P1): 저소득층 의료비 최대 5000만원 지원... 적용대상도 6대중증→모든 질환

•   조선: 조선 3사, 상반기 수주 호황에도 1조5000억 적자

•   조선(P1): 배달의 배신… 물가 올리는 ‘플랫폼’ 됐다

•   조선: 김밥 두줄 시키는데 1만4000원, 배달비·앱수수료가 6680원

•   조선: 사라지는 무료배송… SSG·롯데마트 “3000원 받습니다”

•   조선: 3200만명이 배달앱 쓰는데, 물가엔 제대로 반영 안돼

•   조선(P1): 전세계 원전 40% 수명연장… 한국은 0기

•   조선(P1): [NOW] “부산엑스포에 한 표를” 해외 정상·장관 만나려 5분 대기조 된 CEO들

•   조선: ‘AI 전쟁’ 시대… 美, 구글·MS에 방산 맡긴다

•   조선: “신한울 3·4호 환경평가 10개월내 끝낼 것”

•   조선: 경총, 정부에 규제개혁 과제 120건 개선 요청

•   조선: 노동연구원 “주요 노사갈등, 원청·하청 이중구조에서 비롯”

•   조선: “5년째 같은 회사 다니는데… 나는 뒤처진 건가요?”

•   조선비즈: IPEF·칩4, 쌓이는 통상현안…‘메가 FTA’ CPTPP, 연내 가입 신청 사실상 불가능

•   조선비즈: 갤럭시S23 두뇌도 TSMC가 만든 퀄컴 칩만 쓴다… 삼성 엑시노스 또 탈락

•   조선비즈: 전력난에 전 세계 제련·제철 차질… “에너지 쇼크 대비해야” 목소리

•   조선비즈: 최근 5년간 반기보고서 안 낸 기업 26곳… 8곳은 1년 안에 상폐行

•   중앙(P1): [개발과 보전 사이, 몸살 앓는 관광 명소] 개발과 보전 사이, 한국판 융프라우 산악열차 달릴 수 있을까

•   중앙: [브리핑] 추경호 “9월부터 IPEF 협상, 공급망 블록화 대응”

•   중앙: 운전대 손 떼도 달리고 스톱, 연말 ‘레벨 3’ 자율차 나온다

•   중앙: 북한 “핵무력 완성” 주장, 한·미 UFS에 도발 버튼 누를까

•   중앙: 은행별 예대금리차 한눈에 본다…‘이자 장사’ 개선될까

•   중앙: 휘발유 ‘전쟁 전’ 가격 눈앞…경유 차주는 속탄다

•   중앙: 전력 사용 많은 ICT 기업 ‘탄소빚’ 쌓인다

•   동아(P1): ‘담대한 구상’ 남북 충돌… 北 “어리석음 극치” 대통령실 “무례”

•   동아: ‘폰 하나에 번호 2개’ 내달 1일부터 가능

•   동아: “서울 아파트공급률 58% 불과… 집값, 소폭하락 그칠듯”

•   동아: 대기업 설비투자 7.2% 증가, 상반기 6조 늘어 90조 돌파

•   문화(P1): 한·일 관계 변곡점 될 日전범기업 ‘자산 현금화’ 결론 임박

•   국민(P1): 3개월 연속 경기 둔화 우려… 대기업 재고 급증

※   기재부: [보도참고] 2022년 8월 최근 경제동향

•   국민(P1): 20대, 다중채무 증가율 최고… ‘빚’나는 청춘

•   국민: 시금치 34000원·오이 18000원… 다시 들썩이는 채소값

•   국민: 거세지는 ‘ESG 경영’에… 산업계 ‘여성 이사 구하기’ 비상

•   세계: 상용차 이어 승용차까지… ‘저가 공세’로 韓공략 가속

•   경향: 미국선 지원하면서…갤S·아이폰 ‘셀프 수리’ 국내는 왜 막나

•   머니투데이(P1): "美는 세금 깎고 보조금 주잖아"…기업들의 이유 있는 '탈코리아'

•   머니투데이: "일이 손에 안잡혀요"...자회사 발령설에 현대모비스 뒤숭숭

•   머니투데이: "현대모비스 쪼갠다" 2018년 엘리엇 그후...지배구조 개편 막 오르나

•   머니투데이: 현대차, '유독 아픈 손가락' 中서 내년 전기차 생산한다

•   머니투데이: [단독]건설현장 또 멈추나…시멘트값 추가 인상에 레미콘업 "셧다운"

•   머니투데이: 태양광 폐패널 늘어나는데…재활용법 두고 환경부·업계 갈등

•   헤럴드경제(P1): “오일머니, 한판 붙자” 전쟁터 된 세계박람회 유치전 [헤럴드 뷰]

•   파이낸셜뉴스(P1): IT업계도 R의 공포…'연봉 잔치' 끝났다

•   파이낸셜뉴스: "식품·물류 등 사업 협력합시다"... 中 지방정부들 러브콜은 여전 [한중 수교 30년]

•   파이낸셜뉴스: "韓, 수출규제 해제 요청에 日, 징용문제와 별개라며 거부"

•   파이낸셜뉴스: 가전·IT ‘코로나 특수’ 끝… 8인치 파운드리 호황 마침표 찍나

•   아시아경제(P1): [HMM 홀로서기①]만년 적자 수렁 미운오리, 백조 되다

•   아시아경제: [HMM 홀로서기②]6년 표류한 민영화…매각 위한 3가지 과제

•   아시아경제: [HMM 홀로서기③]해운업 올해가 끝물…지금이 매각 적기인데

•   디지털타임스(P1): 고수익 좇는 서학개미 급증… 경고장 내민 금감원

•   디지털타임스: 생색만 낸 중간요금제… 통신비 인하효과 의문

•   이데일리: 천정부지 치솟는 국제 LNG값…한전·가스공사 부담 '눈덩이'

•   이데일리: 하반기 실적 우려에도 서프라이즈 기대되는 기업은

•   연합: 오후 9시까지 전국 5만6374명 확진…이틀 연속 전주보다 감소

•   연합: 내년 GDP 대비 재정적자 비율 4년 만에 3% 이내로 낮춘다

•   연합: 한경연 "올해 경제성장률 2.4% 예상, 0.1%p↓…소비-투자위축 여파"

•   연합: 자동차 배터리 핵심소재 中의존도 심화…흑연 90%·수산화리튬 84%

•   뉴스핌: [단독] 정부업무평가 '규제혁신' 배점 10점→20점 두배로 높인다

•   전자신문(P1): 규제로 멈춘 '세계 첫 수소전기 지게차'

•   전자신문(P1): LG 초거대AI '엑사원', 산업현장 투입

•   전자신문: 두산에너빌리티, 美 뉴스케일 SMR 프로젝트 10개 이상 참여

•   전자신문: 산업부, 오는 11월 등대기업 10개 선정...2024년 100개 달성 '빠듯'

[Opinions]

•   Project Syndicate(Nancy Qian): The Food Crisis Is Bigger Than Ukraine

•   FT(Editorial Board): Russia’s economy is staggering, but still on its feet

•   FT(Editorial Board): Asset managers have a self-interest in crypto’s future

•   FT(Helen Thompson): A winter energy reckoning looms for the west

•   FT(Ethan Wu): The Fed stares down markets

•   FT(Muriel Pénicaud): Now is not the time to abandon climate transparency

•   FT(Alistair Phillips-Davies): Government can do more than industry to keep energy prices down

•   FT(Lex): Energy costs: solar panels bring rays of hope to UK householders

•   WSJ(Editorial Board): Britain’s Dumbest Energy Policy

•   WSJ(Editorial Board): The Inflation Reduction Act’s Energy Winners and Losers

•   WSJ(Editorial Board): American Democrats and Taiwan

•   WSJ(Dave Seminara): Argentina’s Long Road to Ruin

•   WSJ(Seth D. Kaplan): How China’s Propaganda Influences the West

•   NYT(Paul Krugman): What Biden Has — and Hasn’t — Done

•   NYT(Peter Coy): Democrats Have Embraced Economics. Too Much?

•   WP(George F. Will): Why China will become ever more dangerous as its baby bust worsens

•   Bloomberg(Daniel Moss, Gearoid Reidy): Where Japan's Inflation Overshoot Is a Long-Awaited Victory For Kuroda

•   Bloomberg(John Authers): 'The Godfather' Insight: Oil Prices Have Been Driving Markets All Along

•   Bloomberg(Marcus Ashworth): UK Inflation, Increased Government Spending Spell Trouble For Sterling Markets

•   Bloomberg(Liam Denning): Rejuvenating the Reactors: Elements by Liam Denning

•   Bloomberg(Julian Lee): Iran Nuclear Deal: Iranian Oil Would Fill Russia-Shaped Hole in Supplies

•   Bloomberg(Jared Dillian): This Economy Is Proving Too Complicated for Economists

•   Bloomberg(Jonathan Bernstein): Why Are Biden's Poll Numbers Improving?

•   Bloomberg(Clara Ferreira Marques): Putin Offers Russia a Potemkin Future

•   Bloomberg(Clara Ferreira Marques): Biden, Putin and Xi? A Good G-20 Turnout, But Not Enough

•   Bloomberg(Mark Gilbert): If the Economy Is Shrinking, Why Is Everything Going Gangbusters?

•   Bloomberg(Stephen Mihm): Climate Change: Europe's Drought Could Have a Long Afterlife

•   Bloomberg(Thomas Black): Robots Are Key to Winning the Productivity War

•   Bloomberg(Lara Williams): The Ukraine War Started 6 Months Ago. We Have 6 Takeaways