Global Economic Monitor 220829

(Introduction)

[Markets]

•   Global: Wall Street ends in a hole after Powell's Wyoming speech

※   Fed will keep tightening until inflation controlled - Powell

※   Core PCE increases 0.1% in July vs. 0.6% rise in June

※   Dell, Affirm tumble on weaker forecasts

※   Indexes down: Dow 3.03%, S&P 3.37%, Nasdaq 3.94%

※   Lower for the week: Dow 4.2%, S&P 4%, Nasdaq 4.4%

•   Natural gas: Europe gas prices hit record as crisis threatens to trigger recession

•   Electricity: French Electricity Price Exceeds 1,000 Euros for First Time

•   Metals: Copper retreats from 8-week high after Powell warns about rate hikes

•   Grains: Corn rises; Pro Farmer sees smaller U.S. harvest than USDA

•   Cryptocurrency: Bitcoin Back Down to Around $20,000 After Jackson Hole Caution

•   한국: 코스피, 2,480대 강보합 마감…'美 잭슨홀 경계'

•   한국: 미국발 훈풍에…삼성전자, 다시 '6만전자'

•   한국: "中정부 경기 부양책 수혜"…들썩이는 건설기계업체

•   한국: 삼성 폴더블폰 선전에 부품기업 주가도 방긋

•   한국: 13년 만에 대규모 해외사업 수주…원전株 고공비행

[Indicators]

•   US Jul. Personal spending·income: U.S. Consumer Spending Inched Forward in July, With Inflation Historically High

※   Households spent less on gasoline and other goods, partially reflecting lower fuel prices

•   US Jul. PCE: Inflation Eased in July, According to the Fed’s Preferred Measure

•   US Jul. Goods trade balance: US Goods-Trade Gap Narrows to Least Since October as Imports Drop Again

•   US Weekly Rig count: U.S. oil & gas rig count falls for first time in 25 months -Baker Hughes

•   China Jul. Industrial profits: China’s Industrial Profit Falls on Covid-19 Measures, Bad Weather

•   China Aug. Economic activity(Bloomberg): China Recovery Wobbles as Drought, Global Slowdown Add to Risks

•   한국 7월 휘발유 소비: 7월 휘발유 소비량 2021년보다 16% 증가

•   한국 8월 서울 주택매매: 8월 서울 주택매매 ‘1만건’ 밑돌듯… 연말까지 위축 예상

•   한국 8월 서울 아파트 전월세 물건: 8월 말 온다던 전세대란은 어디에… 서울도 전·월세 매물 증가

•   한국 8월 주택가격(KB): ‘민간 통계’ KB시세도 전국 집값 3년 1개월 만에 떨어졌다

[News]

•   WSJ: Powell Says Fed Must Show Resolve in Fighting Inflation

※   Fed chairman tells central bankers: ‘We must keep at it until the job is done’

※   Fed: Monetary Policy and Price Stability

•   WSJ: Fed’s Tough Talk Could Be Transitory

•   WSJ: Fed Officials Welcome July Inflation Data, But Not Ready to Say Prices Have Peaked

•   WSJ: At Jackson Hole, World’s Central Bankers Gauge Economic Risks in Covid’s Wake

•   WSJ: Can Central Banks Maintain Their Autonomy?

•   WSJ: A Different Take on the U.S. Economy: Maybe It Isn’t Really Shrinking

•   WSJ: Ukraine Reconnects Power to Nuclear Plant Amid Pressure for U.N. Inspection

•   WSJ: U.N. Set to Inspect Ukraine Nuclear Plant Early Next Week

•   WSJ: Russia’s Dwindling Manpower in Ukraine Spurs Recruitment Drive

•   WSJ: Russia Moves to Reinforce Its Stalled Assault on Ukraine

•   WSJ: Iran and Russia Are Cementing an Alliance With Grain, Drones and Satellites

•   WSJ: Ukraine Grain Exports Surpass One Million Tons Under U.N. Deal

•   WSJ: Ukraine War Gives North Korea Reasons to Draw Closer to Russia

•   WSJ: Trump Home Search Prompted by Prior Discovery of Top-Secret Documents, Affidavit Says

•   WSJ: Classified Documents Seized at Trump’s Home Undergoing Security-Risk Assessment

•   WSJ: Some Vulnerable Democrats Cool to Biden’s Student-Loan Relief Plan

•   WSJ: Republicans Still Favored to Win Back House Control but Outlook Tightens

•   WSJ: High Grocery Bills Pose Liability for Democrats as Midterms Approach

•   WSJ: Monkeypox Cases Show Signs of Decreasing in U.S. and Globally

•   WSJ: Children Can Cost Parents a Fortune or Not So Much

•   WSJ: Western Countries Breathe New Life Into Old Nuclear Plants

•   WSJ: European Energy Rationing This Winter Is Looking Less Likely

•   WSJ: Europe’s Energy Crisis Threatens Glass Production

•   WSJ: U.S. Warships Sail Through Taiwan Strait for First Time Since Nancy Pelosi’s Visit

※   Move comes as tensions rise between Taiwan and China following the U.S. House speaker’s trip earlier this month

•   WSJ: U.S. and China Reach Agreement on Chinese Company Audits

※   Deal for U.S. regulators to travel to Hong Kong or the mainland for inspections marks rare concession from Beijing

•   WSJ: China’s Scorching Heat and Hydropower Missteps Test Nation’s Power Grid

•   WSJ: Pakistan Says It Has Secured Financing Needed for IMF Bailout

•   WSJ: Turkey Defiant Over U.S. Warning on Business With Russia

•   WSJ: Angola President Lourenço Set for Another Term Amid Allegations of Unfair Vote

•   WSJ: Violent Clashes in Libya Reignite Fears of Civil War

•   WSJ: In 12½ Seconds, Two of India’s High-Rise Apartment Towers Will Become Rubble

•   WSJ: Investors Ramp Up Bets Against Stock Market as Summer Rally Fizzles

•   WSJ: Stocks’ Pivot Spurs Investors to Shore Up Defenses

•   WSJ: Wall Street Rails Against Costs of Chairman Gary Gensler’s Regulatory Agenda at SEC

•   WSJ: Battery Metals Mining Has a Resource Nationalism Problem

•   WSJ: Midwest Drought Adds to Pain in Grain Markets

•   WSJ: Warehouse Bottlenecks Are Snarling U.S. Supply Chains

•   WSJ: Inventory Pileup, Uneasy Shoppers Put Retailers in Jeopardy

•   WSJ: Airlines Keep Flight Cuts, Other Curbs as Industry Woes Drag On

•   WSJ: Everyone’s a Landlord—Small-Time Investors Snap Up Out-of-State Properties

•   WSJ: NASA’s Artemis Launch Gives Boeing Chance to Restore Its Space Credibility

•   WSJ: Tesla Supplier Panasonic Plans Additional $4 Billion EV Battery Plant in U.S.

•   WSJ: There’s a Carbon Dioxide Shortage, and Food and Drink Makers are Scrambling

•   WSJ: Moderna Sues Pfizer and BioNTech, Alleging mRNA Patent Infringement

•   WSJ: Companies Used to Announce Products. Now They ‘Drop’ Them.

•   WSJ: Boeing and Airbus Want to Get Greener. Why Aren’t They Building New Planes?

•   WSJ: Disney’s New Pricing Magic: More Profit From Fewer Park Visitors

•   NYT: Biden’s Big Dreams Meet the Limits of ‘Imperfect’ Tools

•   NYT: Fall Vaccination Campaign Will Bring New Shots, Worse Access

•   NYT: Shelling Near Ukraine Nuclear Plant Strikes Towns, Heightening Concern

※   Neither Russia nor Ukraine appeared to be pausing attacks in the south, even as talks continued over allowing international inspectors to visit the Zaporizhzhia power plant.

•   NYT: Fighting Between U.S. and Iran-Backed Militias Escalates in Syria

•   NYT: California E.V. Mandate Finds a Receptive Auto Industry

•   NYT: A smarter transition to electric vehicles

•   NYT: To Make Money in the Stock Market, Do Nothing

•   NYT: The Crypto World Can’t Wait for ‘the Merge’

•   WP: Inside Trump’s war on the National Archives

•   WP: A decade after Fukushima disaster, foes of nuclear power reconsider

•   WP: Nuclear fusion power inches closer to reality

•   WP: Soon electric vehicles could charge faster than your iPhone

•   FT: Global economy faces greatest challenge in decades, policymakers warn

※   Rooting out high inflation will become much harder, officials say as they confront a new economic era

•   FT: EU set to suspend visa travel agreement with Russia

•   FT: Ukraine: the $10bn steel plant at the heart of Russia’s economic warfare

•   FT: Ukraine tries to sow chaos behind Russian frontline

•   FT: ECB officials warn of ‘sacrifice’ needed to tame surging inflation

•   FT: Finland and Sweden hold talks with Turkey to push Nato bid

•   FT: Germany’s cheap public transport experiment reaches end of the line

•   FT: Nordic neighbours attack Norway’s ‘selfish’ plan to curb electricity exports

•   FT: UK households to be hit by 80% rise in energy bills

•   FT: Why are UK home energy bills going through the roof?

•   FT: No easy answers to protect the UK from soaring energy costs

•   FT: Treasury watchdog readies UK economic forecast for emergency budget

•   FT: Biden comes out swinging as Democrats sense midterms momentum shift

•   FT: US has ‘no good options’ on Taiwan as China resets status quo

•   FT: Saudi Arabia sends message to Biden on oil

•   FT: Bolsonaro and Lula fight it out in Brazil’s swing state

•   FT: Is EM corporate debt a good house in a bad postcode?

•   FT: Baghdad threatens action against international buyers of Kurdish oil

•   FT: Total sells stake in Russian gasfield following military jet fuel claims

•   FT: East Africa’s manufacturers hit by costs and imports

•   FT: Africa’s search for lasting route out of poverty proves elusive

•   FT: Abe’s legacy in Africa under scrutiny at development summit

•   FT: Africa resists pressure to put emissions before growth

•   Bloomberg: World Economy Needs Policy Reset to Revitalize Growth, BIS Says

•   Bloomberg: Charting the Global Economy: Housing Slumps From US to Asia

•   Bloomberg: Shrinking Fed Balance Sheet an Uphill Task: Jackson Hole Paper

•   Bloomberg: Fed Can’t Fix Fiscal-Driven Inflation: Jackson Hole Paper

•   Bloomberg: Summers Says Powell ‘Did What He Needed to Do’ in Jackson Hole

•   Bloomberg: Economist Who Called Inflation Surge Says Fed Should Go Slow Now

•   Bloomberg: Most Pandemic-Displaced Workers Were Back on Job by 2022

•   Bloomberg: It’s Action Time for ECB With Weak Euro a Key Point, Rehn Says

•   Bloomberg: ECB Needs ‘Resolute’ Hike of at Least a Half-Point, Kazaks Says

•   Bloomberg: ECB Lacking Consensus for Jumbo Rate Hike Some Officials Want

•   Bloomberg: EU to Call Emergency Energy Talks as Prices Set More Records

•   Bloomberg: Germany to Reach October Gas-Storage Target Already Next Month

•   Bloomberg: German Finance Chief Sounds Alarm on Soaring Power Prices

•   Bloomberg: An Italian Region Is Cutting Gas Bills as Prices Soar Elsewhere

•   Bloomberg: French PM Leaves Door Open for Windfall Tax on ‘Super Profits’

•   Bloomberg: Europe’s Deepening Fertilizer Crunch Threatens Food Crisis

•   Bloomberg: Russia Blocks Nuclear Non-Proliferation Treaty Deal Over Ukraine

•   Bloomberg: Global Energy Crisis Spurs a Revival of Nuclear Power in Asia

•   Bloomberg: China’s Growth Prospects Weaken as Economists Cut 2023 Forecasts

•   Bloomberg: Sichuan Restores Most Industrial Power Use After Two-Week Crisis

•   Bloomberg: China’s Bad Debt Funds Are No White Knights in Property Crisis

•   Bloomberg: Chinese Province Bordering Beijing Expands Covid Lockdown

•   Bloomberg: China’s Stimulus: All the Steps Taken Recently to Boost Economy

•   Bloomberg: PBOC May Cut Banks’ RRR as Soon as September: Citi

•   Bloomberg: China Fights Back Weaker Yuan in Run-Up to Jackson-Hole Summit

•   Bloomberg: China, India Spar Over Controversial Ship’s Call in Sri Lanka

•   Bloomberg: India Inflation Target Miss Would Be Disappointing, Says Bhide

•   Bloomberg: Speeding Up Net-Zero Goal Could Add 7% to India GDP, Report Says

•   Bloomberg: India May Be on the Cusp of Private Investment Revival: Charts

•   Bloomberg: Kuroda Pledges Loose Policy Until Price, Wage Gains Sustainable

•   Bloomberg: Ukraine War and Global Inflation Stoke Japan’s Fears Over Food Security

•   Bloomberg: Iran Says Talks to Revive Nuclear Deal Extend Into September

•   Bloomberg: Default Jitters Stalk Egypt, Sending Traders on a Wild Ride

•   Bloomberg: How the Drama Surrounding Thailand’s Prime Minister May Unfold

•   Bloomberg: Argentines Flocked to Buy Dollars to Protect Savings From Crisis

•   Bloomberg: South Africa’s ANC May Hold Onto Majority in 2024, Survey Shows

•   Bloomberg: ‘Inflation Fever’ Is Finally Breaking — But Central Banks Won’t Stop Hiking Rates

•   Bloomberg: Focus on Inflation to Make Central Banks’ Job Easier, Rajan Says

•   Bloomberg: Central Banks ‘Set Up to Fail’ on 2% Inflation, Davies Says

•   Bloomberg: Inflation Will Keep Driving Markets Lower, Amundi’s Blanque Says

•   Bloomberg: Energy Crisis Tearing Through Markets Leaves a Trail of Losers

•   Bloomberg: France Nears Deal With Algeria for More Natural Gas Imports

•   Bloomberg: Smallest US Corn Crop Since 2019 Signals Higher Food Costs Ahead

•   Bloomberg: India Set to Curb Some Rice Exports in Risk to Global Supply

•   Bloomberg: China Pessimism Prevails as Traders Overlook Key Earnings Beats

•   Bloomberg: Russian Corporate Profits Jump 25% as Sanctions Hit Muted

•   Bloomberg: Xiaomi in Talks With BAIC to Reach Goal of Making Cars

•   Bloomberg: France Prepares $100 a Month Electric-Car Leasing Plan

•   Bloomberg: What Will Apple Call Its AR/VR Headsets? Reality One, Reality Pro Names Emerge

•   Bloomberg Businessweek: How Long Do Electric-Car Batteries Last? There’s No One Answer

•   Reuters: Senator Warren worries that Fed will tip U.S. economy into recession

•   Reuters: Fed's Mester: no 'lean' on size of Sept rate hike, depends on inflation

•   Reuters: Chinese chip foundry SMIC to invest $7.5 bln in new fab in Tianjin

•   Reuters: Global market for EV batteries expected to reach $250 bln by 2030 - Chinese official

•   Reuters: China's CATL to develop new battery materials to improve energy density -chairman

•   Reuters: Analysis: Italy's giveaway election pledges risk market backlash

•   Reuters: Analysis: Investors shun risk as Fed pushes higher-for-longer rates

•   Reuters: Analysis: Forget showering, it's eat or heat for shocked Europeans hit by energy crisis

•   CNN: Layoffs. Losses. Plunging share prices. These pandemic winners are now struggling

•   CNBC: China is pumping billions into infrastructure — but commodity markets were not impressed

•   CNBC: Cash is king for EV makers as soaring battery prices drive up vehicle production costs

•   CNBC: How Amazon is giving Rivian an edge in the EV industry

•   CNBC: Where Amazon is heading in health after the Amazon Care failure

•   CNBC: Microsoft and ByteDance are collaborating on a big AI project, even as US-China rivalry heats up

•   CNBC: Climate change could bring back wind as the future power source for ocean cargo ships

•   SCMP: Future US-China cooperation on tackling global drugs trade seen as unlikely

•   SCMP: China and Japan at ‘new crossroads’ as Taiwan row sparks new low in ties, Chinese envoy says

•   SCMP: China drought highlights risks of relying on ‘unsustainable’ hydropower

•   SCMP: Explainer | China’s power crisis: why is it happening and what does it mean for the economy?

•   SCMP: Shanghai to fast-track new manufacturing projects and expansions to help China’s economic ‘dragon head’ make up for lost time

•   SCMP: Russia pushing for more farm exports to China as Western sanctions bite, says diplomatic source

•   SCMP: China’s ‘economic stalling’ threatens push to overtake US as No 1 economy

•   SCMP: US Federal Reserve’s interest rates pledge leaves China with less room to manoeuvre

•   SCMP: China slowly undercutting US influence in Latin America with 5 ‘new factor’ trade deals

•   SCMP: Meituan’s quarterly sales beat estimates as China’s appetite for meal take outs remained intact throughout Covid-19 lockdowns

•   Caixin: In Depth: As Growth Slumped, Covid Determined Whether China’s Regions Fared Better or Worse

•   Caixin: China Green Bulletin: Calls for a Rethink on Coal, Beijing Extends NEV Tax Exemptions

•   Nikkei Asia: Loan woes: China's troubled property market hits banks

•   Mainichi: Autonomous Japan robot demonstrates serving drinks in bid to cope with labor shortage

•   Japan Times: China's jobless youth left in the lurch

•   Economic Times: India Inc can withstand high inflation & interest rates: S&P

•   매경(P1): 기업 옥죄는 32개 형벌조항 손본다

※   기재부: 경제 형벌규정 개선 추진계획 및 1차 개선 과제 발표

•   매경: 인가 받기전 물류터미널 공사…앞으론 징역형 대신 행정제재

•   매경: 전기차 충전시간…1시간서 20분으로 확 줄어든 사연은

•   매경: 화학물질 관리기준, 위험따라 차등규제

•   매경(P1): [단독] '고인물' 공무원 긴장좀 하려나…승진평가때 연공서열 비중 낮춘다

•   매경: 포켓몬빵, 단맛 술, 언더붑 열풍…모두 불황 때문이라고?

•   매경: 시중銀 '코로나 대출' 연착륙 지원…소상공인 이용률은 10%대 그쳐

•   매경: "코로나 손실보상금, 대체 언제 나와요?"…속타는 자영업자들

•   매경: 이창양 산업부 장관 "체코·폴란드 원전사업, 한국 수주전망 밝아"

•   매경: 정부가 끌고 기업이 밀고…부산엑스포 청사진 나왔다

•   매경: 신용보증기금 신임 이사장에 최원목 전 기재부 기조실장

•   매경: 물류창고·로봇…5G특화망 뛰어든 LG

•   매경: 철강 침체에도, 전기강판은 없어서 못판다

•   매경: 쌍용차, KG그룹에 매각 확정…법원, 회생계획안 인가

•   매경: 130개국서 판매되는 Z플립·폴드4…1천만대 돌파할지 주목

•   매경: 발빠르게 금 사들인 자산가들…최근 수익률 주식보다 낫네 [WEALTH]

•   매경: "지금은 현금 들고 있는게 최고"…은행 예적금 하반기 34조원 늘었다 [WEALTH]

•   매경: [단독] 같이 작업했는데…두성산업 피해자 16명中 10명만 중대재해법 적용

•   매경: "2차 원자력 붐 왔다"…들썩이는 원전株

•   매경(P1): 철강 주문량 4분의 1로 뚝…제조업 현장은 이미 겨울

•   매경: 경기침체에 에틸렌 수요 뚝…석유화학업계 "공장 돌릴수록 손해"

•   매경: 대기업 취업문 좁아지나…제조업 한파에 투자 신규채용 비상

•   매경(P1): 세종에 대통령 제2집무실…2027년 완공

•   매경: [단독] "고물가 먼저 잡아야 침체 막아…강달러는 상당 기간 지속될 것"

•   매경: 이번주 尹정부 첫 정기국회…여야, 벌써부터 곳곳서 전운

•   매경: 韓中 공급망 협력 확대…한한령 해제는 불발

•   매경: 취약업종 4곳 중 1곳 '주52시간 위반'

•   매경: 현대차, 도요타, 폭스바겐…"도로 넘어 하늘서 한판 붙자"

•   매경: 현대重 '신개념 돛' 하이로터 개발

•   매경: 빗장 풀리는 1조 공공 클라우드 시장…준비안된 토종업체 비상

•   매경: "원화값 급락, 수출中企에 기회"

•   매경: 시총 1조 클럽, 소부장 뜨고 바이오 '우수수'

•   매경: 지자체 '황금알 반도체' 기업·산단 유치전

•   매경: "요식행위 부추기는 중대재해법, 잘못 출제된 시험문제"

•   매경: 국내 입국전 코로나검사 폐지 검토

•   매경: [상생경영] 대·중소기업 동반성장에 '침체'란 없다

•   한경(P1): 수익 없는데 과세…"108억 뜯겼다" 서학개미 분노의 소송

•   한경(P1): 미국 가야할 판인데…기아 신공장 '노조 몽니'에 멈췄다

•   한경: 규모 7.0 지진에도 끄떡없는 경주 방폐장 2단계 시설 착공

•   한경: "정부 사업재편 지원할 때 대기업·中企 차별해선 안돼"

•   한경: 전기차 전환 못 따라가는 부품社…2030년까지 500곳 사라질 수도

•   한경: 여야 '1기 신도시 재정비法' 놓고 주도권 경쟁

•   한경: "IRA 덕 보자"…삼성SDI, 美공장 착공 '속도'

•   한경: "과세당국 따랐을 뿐인데"…집단소송 휘말린 증권사

•   한경: "베어마켓 랠리 끝났다" vs "연말께 코스피 2800"

•   한경: 이 와중에 3.3㎡당 분양가 1억?…'간 큰' 아파트 어디길래

•   한경: "980가구 중 단 38가구만 접수"…수도권 '미분양 공포' 확산

•   한경(P1): [단독] 이창용, '파월 쇼크'에도…"금리인상 속도 안 바꾼다"

•   한경: "커뮤니케이션 과도한 단순화, 신흥국에는 리스크"…잭슨홀 회의서 Fed 때린 이창용

•   한경: 한·미 기준금리 곧 역전…연말 1%P까지 벌어질 수도

•   한경(P1): 도덕적 해이 논란에…'새출발기금' 한도 30억→15억

•   한경: 대기업 절반 "올해 임금 인상률, 작년보다 높아"

•   한경: 해외 인력 적극 수용해야 vs 외국인 '범죄도시' 늘어날라

•   한경: 첨단분야 인턴비자 도입했지…

•   한경: "OECD 최저 '이민 불모지' 전락"…한국행 발길 끊은 외국인

•   한경: 설비투자 인색한 日기업…美 4배 늘릴 때 1% '찔끔 증가'

•   한경: "3조 밑으론 안팔겠다"…일진머티리얼즈 매각 '기로'

•   한경: "자율주행 기술 격차, 딱 1년"…현대차, 공개적으로 첫 언급

•   한경: 신사업 로드맵 다시짜는 두산…전략통 '기재부 출신' 전진배치

•   한경: 대기업 30%, 재생에너지 사용 요구 받아

•   한경: "도쿄 건너뛰고 부산항으로 가자"…'일본 패싱' 가속화 [정영효의 일본산업 분석]

•   서경(P1): 5년 만에 순상환…대기업, 회사채서 발뺀다[시그널]

•   서경: 트리플A 회사채 금리 3배 급등…현대차·기아도 발행 '올스톱'

•   서경: 기업 41% 돈 벌어 이자도 못내는데…금융부담 증가에 한숨

•   서경(P1): [단독] 건보료 생계형 체납 벌써 67만 가구…'수원 세 모녀' 되풀이되나

•   서경: 미집행 예산 일부 축소·보류 '비상경영' …전략사업 투자·M&A에 집중

•   서경: [단독]"코인 폭락에 연락두절"…삼성 'MZ 빚투족' 특별관리 나섰다

•   서경: 여야 방미단 "인플레감축법, 韓 뒤통수 친 것"

•   서경: [단독]민주당, 30일 종부세법 처리…특별공제엔 "부자감세" 부정적

•   서경: 적금금리 5% 시대…은행주 배당수익률 넘는다

•   서경: TSMC, 내년에 가격 3~6% 인상…원재료값 상승·공급망 붕괴 영향

•   서경: 거래시간 늘리고 투자정보 무료 제공…해외주식 플랫폼 끝없는 경쟁

•   서경: [금리인상에 한숨 커진 청년들] "이자 부담에 대출 엄두 안나…내집 꿈 멀어졌다"

•   서경(P1): 파월 쇼크…韓경제 '다중트랩'에 갇히다

•   서경: "韓 성장률 2% 초반 추락 우려"…달러 유출 가능성도 커져

•   서경(P1): "노후자금 최소 10억 필요"…최선호 투자처는 '000' [서울경제 머니트렌드 2022]

•   서경(P1): 오세훈 "2026년까지 서울 53만가구 공급 가능"

•   서경: 1주택자 10만명 종부세 폭탄 맞나…법 개정 무산 우려 커져

•   서경: '불안한' 서학개미 탈출 러쉬?…이달만 9000억 팔았다

•   서경: 주식 신용거래 이자 또 올랐다…9% 중후반 수두룩

•   서경: ”집값 5억 하락했는데"…이 와중에 호가 '억' 높이는 집주인

•   서경: 사망사고 되레 늘고 기소는 달랑 1건…"효과 글쎄" [중대재해법 200일 웨비나]

•   조선(P1): 산양 있다고 공사중단, 이젠 힘들어진다...환경영향평가 면제 확대

•   조선(P1): 불모지 ‘팹리스’에 뛰어든 개척자들

•   조선: 애플 개발자도 돌아왔다… 인재들 ‘반도체 설계’ 도전장

•   조선: 팹리스산업협회 “반도체 지원법 통과돼야… 인력 양성 등 정부 지원도 절실”

•   조선: 추석 코앞인데… 자영업자, 알바 없어 발동동

•   조선: “亞太해상풍력 선점”… 국내업체들 해외 메이저와 손잡는다

•   조선: [아무튼, 주말] 선거만 끝나면 바뀌는 ‘이것’, 국민 세금만 줄줄 샌다

•   조선(P1): 초음파·MRI 남발 못한다

•   조선: “일할 사람이 없어서 문 닫았다”…이연복도 못버틴 식당 구인난

•   조선비즈: 韓, 올 상반기 대미 무역흑자 순위 9위...흑자액 87% 증가

•   조선비즈: 무역수지 적자인데 경상수지는 흑자인 이유는

•   조선비즈: 美 인플레 감축법, 원전에도 세금 혜택… 두산·SK 등 기대감

•   조선비즈: ‘국내 1호’ 코로나19 백신 시중에 풀린다…식약처, SK바사 백신 출하승인

•   조선비즈: “건물 운영·관리도 해드립니다”… 거래절벽에 새 일감 찾는 중개업소들

•   조선비즈: [세종풍향계] “얼굴 봐야 긴장감 생기죠”…산업부 원전국 과장들, 매주 전국 도는 속사정은

•   조선비즈: 메모리 시장 대세된 기업용 SSD… 삼성·SK, 전 세계 70% 점유

•   중앙(P1): K2 전차·K9 자주포, 역대 최대 K-방산 수출…폴란드와 7조대 계약

•   중앙: 편의점 도시락, 오마카세 순례…자산 격차 큰 MZ세대 씀씀이도 극과 극

•   중앙: 서울 택시 기본료 800원 인상 추진

•   중앙: 전력 판매 경쟁 체제 도입해야 소비자도 살고 한전도 산다

•   동아: 한일, 도쿄서 ‘징용’ 협의… “日, 성의있는 호응 필요”, “韓, 책임 갖고 대응해야”

•   동아: [단독]美 “반도체장비 中수출 통제, 韓기업 예외”… 인플레법 반발 달래기

•   문화(P1): [단독] 경사노委 위원장, 김문수 등 3명으로 압축

•   문화(P1): “은행권 허용업무 40개로 늘려 ‘빅블러 시대’ 신사업 길 터줘야”

•   문화: “책값·시험비 모두 올라”… 취준생 ‘한숨’

•   한국: 선진국은 '여성 경제활동' 많을수록 출산율 높은데, 한국은 왜?

•   한국: "어디 5000원 밥 파는 데 없나요?"... 대학생들 값싼 식당 찾아 '삼만리'

•   국민: “좁고, 조건 까다로워”… 행복주택 5집 중 한곳 ‘빈집’

•   국민: “세입자 급구” 전세시장 위기, 1억 낮춰도 거래 실종

•   서울: 빅5 예적금 68조 몰려도… 외환송금 무더기 제재 기류에 ‘발동동’

•   세계(P1): [단독] 한칸 반지하 ‘서울살이’ 10명 중 3명 “재해 불안” [심층기획-서울 반지하 지우기 ‘허와 실’]

•   세계: 최악 가뭄·산불 해법 떠오른 ‘인공 비’… 韓, 실용화까진 ‘먼 길’ [이슈+]

•   한겨레: [단독] 윤대통령 출퇴근 여파…경찰 700여명 매일 경호·경비 투입

•   한겨레: 근로감독 사전 예고에도 94% 노동법 위반인데…규제완화?

•   경향: 한기정 공정위원장 후보자, 보험사 사외이사 겸직 논란

•   경향: 대기업 임금 18% 올랐는데 협력사는 5%

•   머니투데이(P1): "개두술하면 병원 4% 손해"…신경외과 의사가 증언한 기막힌 현실

•   머니투데이: 필수의료 붕괴 위기 한국…일본은 이렇게 풀었다

•   머니투데이(P1): [단독] '불법 공매도'칼 빼든 금감원, 외국계 증권사 검사 착수

•   머니투데이: [단독]서울 택지사업으로 8만채 짓는다더니, 2만채 '증발'했다

•   머니투데이: '핫' 매물도 안 팔려…'역대급' 작년과 다른 M&A 시장 분위기, 왜?

•   헤럴드경제(P1): 폭우·폭염이 할퀸 상처...배추·과일이 실종됐다 [헤럴드 뷰]

•   헤럴드경제(P1): 유엔총회 참석 결정한 바이든, 윤대통령 만나게 될듯

•   파이낸셜뉴스(P1): 韓총리 "10월께 물가 안정될 것"... 당정은 성수품값 안정 지원사격

•   아시아경제(P1): 공공재개발 신규 후보지 8곳 선정…도심 내 1만호 신축주택 공급 기대

•   아시아경제(P1): [中 전기차 공습]글로벌 1위 넘보는 중국…韓 경쟁구도 바뀐다

•   아시아경제: [中 전기차 공습]'짝퉁차 낙인도 옛말'…왜 중국車에 빠졌나

•   아시아경제: 中 전기차 올인…2025년까지 충전기 2000만개

•   아시아경제: [中 전기차 공습] 美·유럽, 높은 장벽 세워 이중견제…중국 굴기 흔들리나

•   아시아경제: [전문가5人진단]"물가 3%대로 떨어져야 금리인상 멈출 것"…환율안정 최대 과제

•   아시아경제: ‘부동산 침체에 비용은 증가’, 의욕 상실한 건설업계

•   디지털타임스: 2%대 성장률·3%대 실업률… 韓 `고용있는 침체` 현상

•   디지털타임스: "에너지·식품 수입 물가, 韓인플레 주도"

•   디지털타임스: 태양광 폐패널 처리 코앞인데… 환경부-협회는 `밥그릇 싸움`만

•   디지털타임스: 수소산업 주도권 잡는 롯데케미칼… 암모니아 `열·광분해` 투트랙 실증

•   이데일리: "끝까지 희망놓지 않았다"…쌍용차 관계인집회 통과, 결정적 배경은

•   이데일리: "8월 물가상승률 6.3% 전망"…물가 정점 '여름'으로 당겨지나

•   연합: 오후 9시까지 전국서 4만1930명 확진…1주일 전보다 1만4천명↓

•   연합: 고용원 없는 자영업자 14년 만에 최대…42개월 연속 증가세

•   연합: 천연가스 가격·환율 급등…도시가스 요금 또 오른다

•   연합: 수입품 중 특정 국가 75% 이상 의존 품목 600개 넘어

•   YTN: [제보는Y] '수소 대란'..."1대에 겨우 1㎏ 충전이라니"

•   전자신문(P1): 제페토, 글로벌 100개社·3.2억명 쓴다

•   전자신문: 삼성 vs LG, '스마트홈 플랫폼' 왕좌 주인공은?

•   전자신문: 마이크로 디스플레이, 삼성·LG 가세로 신시장 부상

•   전자신문: 2분기 OLED 발광재료 시장 4억1200만달러…전년比 7.8%↑

[Opinions]

•   Project Syndicate(Rabah Arezki): Economics in the New Age of National Security

•   Project Syndicate(Kemi Adeosun, José Antonio González Anaya, Trevor Manuel): A Prescription for Healthier Economic and Fiscal Policy

•   FT(Editorial Board): Surging UK energy prices are a national emergency

•   FT(Editorial Board): Europe should not shut its doors to Russian tourists

•   FT(Raghuram Rajan): Stop berating central banks and let them tackle inflation

•   FT(Martin Sandbu): Europe’s leaders must avoid divisions that would only benefit Putin

•   FT(Camilla Cavendish): The energy crisis is making the green movement’s case

•   FT(Mohamed El-Erian): Jay Powell is focusing too much on the present

•   FT(Helen Thomas): How time became the scarcest commodity in UK energy

•   FT(Claer Barrett): Don’t let energy price wars nuke our personal finances

•   FT(Philip Coggan): The big call for investors is energy

•   FT(Torsten Bell): Textbook economics will not avert this winter’s energy catastrophe

•   FT(Kana Inagaki): Kishida turns Japan’s energy problems into nuclear opportunity

•   FT(Ruchir Sharma): A post-dollar world is coming

•   WSJ(Editorial Board): Powell’s Anti-Inflation ‘Pain’

•   WSJ(Editorial Board): Net-Zero Emissions Policy Bankrupts Britain

•   WSJ(Editorial Board): Through the Taiwan Strait

•   WSJ(Editorial Board): Japan Revives Nuclear Power

•   WSJ(Editorial Board): The West Needs a Covid Lockdown Debate

•   WSJ(Thomas J. Sargent, William L. Silber): What Jerome Powell Can Learn From Arthur Burns

•   WSJ(James Freeman): Why the Energy Transition Will Fail

•   WSJ(Holman W. Jenkins, Jr.): The Pro-Biden Media’s False Narrative About Green Subsidies

•   WSJ(Alberto Mingardi): Capitalism and the Freedom to Walk Away

•   NYT(Paul Krugman): Wonking Out: Europe and the Economics of Blackmail

•   NYT(Peter Coy): The Fed Chair’s Challenge: Be Clear, but Not Too Certain

•   NYT(Charles M. Blow): Biden Becomes a Boon for Democrats

•   NYT(Edward Niedermeyer): You Want an Electric Car With a 300-Mile Range? When Was the Last Time You Drove 300 Miles?

•   NYT(Serge Schmemann): How to Avoid a Nuclear Disaster in Ukraine

•   WP(Editorial Board): In backing Taiwan, the U.S. must strike a hard balance

•   WP(Catherine Rampell): Biden’s student debt plan is a Democratic version of ‘trickle-down’ economics

•   WP(Marc Fisher): Is the United States headed for civil war?

•   Bloomberg(Editorial Board): US Shouldn't Let China Change the Status Quo in the Taiwan Strait

•   Bloomberg(Jonathan Levin): Jackson Hole: Powell Is Better When He Sticks to the Script

•   Bloomberg(Clive Crook): Biden's Debt Relief Plan: The Politics Are as Bad as the Policy

•   Bloomberg(Javier Blas): Listening to European Electricity Traders Is Very, Very Scary

•   Bloomberg(Liam Denning): OPEC+ Creates Its Own Volatility: Elements by Liam Denning

•   Bloomberg(Julian Lee): Oil Market Volatility: OPEC Wants Higher Oil Prices, Considers Output Cuts

•   Bloomberg(Mark Gilbert): Energy Crisis: Keeping the Lights on in Europe Will Be Very Hard This Winter

•   Bloomberg(Jessica Karl): China’s Hydro Power Crisis Is Just the Start

•   Bloomberg(Eric Mollo): Jerome Powell at Jackson Hole: Does the Federal Reserve Have It Under Control?

•   Bloomberg(Thomas Black): Inflation’s Winners Need to Help Out the Losers

•   MarketWatch(Mark Hulbert): The fundamentals of the stock market have improved markedly, but few investors have noticed

•   Fox News(Robert Maginnis): Taiwan deserves full US support but as we continue to poke China's leaders we must be ready

•   매경(김인수): 野 "종부세 완화" 진심 맞나

•   한경(서화동): '하르츠식' 노동개혁, 정권 명운 걸 준비 됐나

•   한경(서용구): 유효성 상실한 대형마트 의무휴무제

•   한경(김인철): 선진국 금리인상, 마냥 따라할 일인가