Global Economic Monitor 221003

(Introduction)

[Markets]

•   Global: Inflation punches Wall Street again, ending knock-down quarter

※   More pain for stocks; S&P500 down nearly 5% in Q3

※   Dollar flat, sterling rises after week of turmoil

※   Treasury yields tick up, stay near highs for year

※   Oil prices retreat

•   UK: Sterling almost erases losses from Kwarteng’s mini-Budget

•   UK: UK government bond tumult ripples into US and European markets

•   Metals: Zinc gains on potential for further smelter shutdowns

•   Grains: Wheat soars on U.S. output cuts, Russian annexation of Ukraine land

[Indicators]

•   US Sep. Personal spending·income: U.S. Consumers Boosted August Spending as High Inflation Spread

※   Households have maintained spending power despite a slowdown of the U.S. economy

•   US Sep. PCE: Underlying Inflation Gained Steam in August

※   Pace of consumer-price gains remained near a four-decade high, according to the Fed’s preferred measure

•   US Weekly Rig count: U.S. oil & gas rig quarterly growth slowest in two years -Baker Hughes

•   Eurozone Sep. CPI: Eurozone inflation hits record 10% as energy prices continue to soar

※   September’s double-digit figure bolsters calls for more big rate rises from ECB to slow price growth

•   UK Q2 GDP(rev.): UK remains only G7 economy to languish below pre-pandemic levels

•   UK Sep. House prices: UK house price growth stalls as rate rises bite

•   China Sep. PMI: China’s Service Sector Slows in Latest Economic Warning Sign

※   Slowing exports, Covid-19 lockdowns prompt many economists to slash China growth forecasts for 2022 and 2023

※   WSJ: More Trouble for China’s Export Juggernaut

•   Japan Aug. Industrial production: Japan's August industrial output rises 2.7% on month

•   Japan Aug. Employment: Japan's Aug. unemployment rate falls to 2.5%, job availability rises

•   India Benchmark rate: India’s Central Bank Calls Aggressive Monetary Policy a Shock to Global Economy

※   RBI: Monetary Policy Statement, 2022-23 Resolution of the Monetary Policy Committee (MPC) September 28-30, 2022

•   India Aug. Core industry production: Core sector growth slows to 3.3 pc in August; lowest in nine months

•   India Aug. Fiscal account: India's April-August fiscal deficit at $66.56 billion

•   India Sep. Employment: India's unemployment rate drops to 6.43 per cent in September: CMIE

•   India Sep. GST collections: Government collects Rs 1,47,686 cr GST revenue in September

[World]

•   WSJ: Russia Announces Annexation of Four Regions of Ukraine

※   President Vladimir Putin is poised to ring in national celebrations of Russia’s expansion

•   WSJ: U.S. Dismisses Annexation of Ukraine Regions and Imposes Sanctions on Russian Elites

•   WSJ: Ukraine Gains Full Control of Lyman, Days After Putin Claimed Russia Rules There

※   President Volodymyr Zelensky says eastern city now ‘cleared completely’ of Russian troops, in another victory for Kyiv

•   WSJ: As Russian Troops Flee Lyman, Ukrainians Rejoice—and Help Themselves to Russian Supplies

•   WSJ: Putin Raises Ukraine Ante as His War Fortunes Sink

•   WSJ: With Risks Rising at Home, Putin Takes Anti-Western Rhetoric to New Heights

•   WSJ: Ukraine War Creates Worst Global Food Crisis Since 2008, IMF Says

•   WSJ: Hurricane Ian Makes Landfall in South Carolina After Leaving at Least 21 Dead in Florida

•   WSJ: Hurricane Ian Will Cause Short-Term Economic Hit, Economists Say

•   WSJ: Hurricane Ian’s Death Toll Rises as Recovery Efforts Begin

•   WSJ: Drought in U.S. West Leads Farmers to Look Elsewhere for Revenue

•   WSJ: Fed’s Lael Brainard Warns on Inflation, Financial Stability Risks

※   Policy maker says officials are monitoring financial-market turbulence as global interest rates rise rapidly

•   WSJ: Inflation Keeps the U.S. From Stepping In to Slow Dollar’s Rapid Rise

•   WSJ: Central Banks’ Higher Rates, Bond Sales Clash With Government Needs

•   WSJ: OPEC+ to Weigh Production Cut to Bolster Oil Prices

※   Group to consider reducing output by 1 million barrels a day, as economic slowdown hurts demand

•   WSJ: Brazil’s Presidential Election Season Is Marred by Violence

•   WSJ: Brazilian Election to Choose Between President Jair Bolsonaro, Leftist Rival

•   WSJ: Chinese Regulator Tells Banks to Avoid Political Talk Ahead of Party Congress

•   WSJ: Unrest in Iran Spreads to Remote, Restive Provinces

•   WSJ: Iran Students, Shopkeepers Go on Strike as Protest Movement Maintains Strength

•   WSJ: Iran Protesters Circumvent Internet Disruptions

•   WSJ: Russia’s Gazprom Suspends Gas Flow to Italy

•   WSJ: Britain’s Financial Disaster Is a Warning to the World

•   WSJ: Wary Investors Struggle to Evade Market Tumult

•   WSJ: Macro Hedge Funds Turn In Banner Year in Volatile Market

•   WSJ: After Punishing Year for Stocks, Investors Aren’t Betting on Post-Midterm Rally

•   WSJ: Battered Investors Now Find Thrills in T-Bills

•   WSJ: Crypto Volatility Creates Opportunity for Wall Street Traders

•   WSJ: Consumer Complaints About Crypto Are on the Rise Amid Industry Slump, Data Shows

•   WSJ: Elon Musk Unveils Humanoid Robot Optimus at Tesla’s AI Day

•   WSJ: Tesla Deliveries Bounce Back to Record, Though Dented by Distribution Delays

•   WSJ: China’s Challenger to Boeing and Airbus Clears Major Hurdle

•   WSJ: Exxon CEO Warns Biden Administration Against Limiting Fuel Exports

•   WSJ: Intel Drives Forward With Mobileye Self-Driving Car Unit’s IPO Plans

•   WSJ: The Next Big Battle Between Google and Apple Is for the Soul of Your Car

•   WSJ: Nikola Tries to Ignite Market for Its Hydrogen Fuel-Cell Trucks

•   WSJ: Supermarket Discounts Are Harder to Find as Food Prices Rise

•   WSJ: Cargo Shipowners Cancel Sailings as Global Trade Flips From Backlogs to Empty Containers

•   WSJ: Walgreens Turns to Prescription-Filling Robots to Free Up Pharmacists

•   WSJ: Apple’s Fall 2022 Event Products: Reviews of iPhone 14, iOS 16, Apple Watch Ultra, AirPods Pro 2 and More

•   NYT: Biden’s Student Debt Plan Touches Off Lawsuits, Scams and Confusion

•   NYT: Ukraine submits an application to join NATO, with big hurdles ahead.

•   WP: What happens if Republicans take the House, Senate (or both) in 2023?

•   WP: Three maps that explain Russia’s annexations and losses in Ukraine

•   FT: S&P puts UK credit rating on notice with ‘negative outlook’

※   Agency cited ‘additional risks’ in lending to the country following Kwasi Kwarteng’s mini-Budget

•   FT: Truss says British economy ‘needs a reset’ after market sell-off

•   FT: Kwarteng prepares to defend tax cuts as Tory rebellion mounts

•   FT: Europe increases defence of energy assets after Baltic Sea ‘sabotage’

•   FT: German €200bn energy support plan sparks ‘animosity’ within EU

•   FT: Cold weather warning adds to Europe’s gloom as it battles energy crisis

•   FT: Nato’s Stoltenberg warns of ‘severe consequences’ if Russia uses nuclear weapons

•   FT: Putin’s War Hurts Party Backed by Russians in Latvian Vote

•   FT: Fiscal fisticuffs: the week the IMF attacked Britain’s tax cuts

•   FT: Pension funds sell assets and tap employers in rush for cash

•   FT: Who exactly has the BoE bailed out?

•   FT: Seven days that shook the UK

•   FT: UK watchdogs hold crisis talks to avert gilts cliff-edge

•   FT: UK and EU agree to meet to try to resolve Northern Ireland dispute

•   FT: Inside the breakdown of the UK’s mortgage machine

•   FT: Britain’s railways face paralysis as unions resume strikes

•   FT: UK home buyers count the cost of Kwarteng’s mini-Budget

•   FT: UK looks to break link between soaring gas and power prices

•   FT: Labour woos Tory rebels in push to speed up publication of OBR forecasts

•   FT: UK banks set for bumper profits despite mortgage market freeze

•   FT: MPs to inquire into pensions strategy behind UK market sell-off

•   FT: China loosens FX restrictions in response to Fed rate rise

•   FT: Japan spent almost $20bn in effort to defend tumbling yen

•   FT: US citizen killed in Iranian attack in northern Iraq

•   FT: Desperate Russians fleeing Putin’s war draft stream into Kazakhstan

•   FT: Indonesia on the hunt for investors to back its new capital

•   FT: South Africa’s Eskom hit by nuclear woes

•   FT: Financial Stability Keeping Thailand From Raising Rates Too Fast

•   FT: Saudi Arabia to Boost 2023 Spending and Post Narrow Surplus

•   FT: Outflows from emerging market bond funds reach $70bn in 2022

•   FT: BofA Strategists See Equity Rout Forcing Asset Liquidation

•   FT: US dealmakers hope strong dollar will alleviate M&A drop

•   FT: Apple already building latest iPhone 14 in India

•   FT: Strong dollar hits airlines as costs surge

•   FT: China’s EV star and Tesla rival BYD unveils Europe expansion

•   FT: Japan grants Micron $320mn in deepening US chip alliance

•   FT: TikTok to launch live shopping in US using outsourced technology

•   FT: Moderna refused China request to reveal vaccine technology

•   Bloomberg: World Economy Roiled by Simultaneous Shocks Echoing 2007 Anxiety

•   Bloomberg: Raging Markets Selloff in Five Charts: $36 Trillion and Counting

•   Bloomberg: Fed’s Barkin Says Inflation Is Broad But Top Pressures Easing

•   Bloomberg: Fed’s Daly Says More Hikes Coming, With Extent Dependent on Data

•   Bloomberg: Fed Begins to Split on the Need for Speed to Peak Rates

•   Bloomberg: Yellen Renews Call for More Child-Care Support to Boost Economy

•   Bloomberg: UK Meltdown Helps Lagarde Make the Case for Targeted Fiscal Help

•   Bloomberg: Europe’s Biggest Reactor Reaches Full Capacity for First Time

•   Bloomberg: ECB Officials Lay Foundation for Significant October Rate Hike

•   Bloomberg: ECB Shouldn’t Be Guided by Its Own Profitability, Simkus Says

•   Bloomberg: Don’t Tie ECB Hands to Big Hikes That Risk Recession, Visco Says

•   Bloomberg: ECB’s Schnabel Says Weaker Demand May Not Ease Price Pressure

•   Bloomberg: China Escalates Cash Injection Ahead of Golden Week Holiday

•   Bloomberg: China’s Covid Rules Wreak Havoc With Holidays in Blow to Economy

•   Bloomberg: China Tells Banks to Provide $85 Billion in Property Funding

•   Bloomberg: China Offers Rare Tax Rebate to Spur Home Purchase in Crisis

•   Bloomberg: Japan’s Kishida Orders Stimulus as Analysts Warn of Overspending

•   Bloomberg: Taiwan Warns Exports to Struggle in Rest of 2022 as Demand Slows

•   Bloomberg: India Has a $1.2 Trillion Plan to Snatch Factories From China

•   Bloomberg: India Enters 5G Era as Debt-Laden Carriers Gird to Spend Billions

•   Bloomberg: India Cuts Windfall Taxes on Diesel, Aviation Fuel and Local Oil

•   Bloomberg: China Tightens Lending Taps, Leaving African Markets Vulnerable

•   Bloomberg: Indonesia Soccer Stampede Kills 131 as Use of Tear Gas Queried

•   Bloomberg: Global Stocks Pin Hopes of Year-End Rally on Earnings Resilience

•   Bloomberg: Most Turbulent Bond Market Since 2009 Braces for Fresh Jobs Jolt

•   Bloomberg: China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks

•   Bloomberg: Get Ready for Another Bear-Market Rally, Strategist Emanuel Says

•   Bloomberg: Demand for Aluminum Slows in Another Sign of Troubled Economy

•   Bloomberg: Iran Says Talks to Release Oil Revenue Are Making Progress

•   Bloomberg: Russia’s Novak Says Possible to Repair Nord Stream Pipelines

•   Reuters: A tale of two borrowers: investors punish Britain but spare Germany

•   Reuters: Saudi Arabia real GDP growth to reach 8.0% in 2022 -finance ministry

•   Reuters: Taiwan says U.S.-led 'Chip 4' group discussed supply chain resilience

•   Reuters: Japan's Kioxia to cut wafer input volume for flash chip production by 30% at two plants

•   Reuters: Stellantis boss expects chip supply to remain 'complicated' until end 2023

•   Reuters: Exclusive: Tesla output forecast shows jump in Q4, growth through 2023 -sources

•   Reuters: China's Xiaomi says it will protect its business interests after India freezes its assets

•   Reuters: Analysis: Turnout key for Lula to clinch Brazil election in first round

•   Reuters: Analysis: Iran leaders in 'disarray' struggle to close ranks over protests, experts say

•   Reuters: Analysis: Exposed Europe steps up energy defences after Nord Stream 'sabotage'

•   Reuters: Analysis: European telcos set to win fight with Big Tech, could set global agenda

•   AP: Denmark says Nord Stream 1 pipelines stop leaking

•   CNN: 5 signs the world is headed for a recession

•   CNN: Why the ghost of 2008 still haunts us in 2022

•   CNN: GM’s Cruise wants to add 5,000 more robotaxis to American streets. This city warns it could backfire

•   CNBC: How John Deere plans to build a world of fully autonomous farming by 2030

•   CNBC: Jeremy Siegel says you should still bet on stocks for the long run as market will overcome inflation

•   CNBC: The U.S. and China need to resume talks over Taiwan — away from the public eye, says think tank

•   CNBC: Is the Fed on the right track? Wall Street veteran Ed Yardeni says this is what it should do next

•   CNBC: An iron ore bust is imminent, and this is how to trade it, UBS says

•   CNBC: Bill Gates: You’ll never solve climate change by asking people to consume less

•   SCMP: China’s economists are divided – some say ‘red economy’ isolationism is going too far

•   SCMP: China’s Communist Party congress to zero in on national direction for next 5 years – and beyond

•   SCMP: Chinese firms in Europe concerned by calls for decoupling and growing support for protectionism

•   SCMP: Focus on China’s long-term growth – not on yuan’s short-term fall, top Chinese economist says

•   SCMP: Xi wants China to ‘climb to top of science, tech’ as C919 jet certified

•   SCMP: Blinken urges China to resume cooperation with US on climate change, combating narcotics

•   Caixin: In Depth: China’s State-Backed Hydrogen Vehicle Industry Struggles to Find Its Feet

•   Caixin: The U.S. Dollar Juggernaut Is Undermining China’s Exports and Imports

•   Nikkei Asia: Japan sets guidelines for protecting critical supply chains

•   Nikkei Asia: SoftBank Vision Fund to cut one-third of staff in tech downturn

•   Nikkei Asia: ASEAN stocks calm investors despite carnage in other regions

•   Economic Times: Expect inflation to come close to target of 4% in two years: RBI Governor Shaktikanta Das

•   Economic Times: India's Q1 balance of payments surplus surprise an anomaly - economists

[Korea]

•   대통령실: 리먼 사태급 충격에도…"괜찮다"는 尹경제팀

•   대통령실: 4대그룹 CFO 부른 尹 "비상계획 조치"

•   당정협의회: 오늘 고위 당정협의회…심야 택시난 완화대책 등 논의

•   민주당: 민주당 “대통령실 이전에 1조794억원…이게 최소 비용”

•   민주당: 野 “기초연금 저소득 40만원·고소득 20만원 주자”…OECD 권고와 정반대

•   국민의힘: 물가압박 나선 與, 이번엔 "車보험료 내려라"

•   국민의힘: 포퓰리즘 비판하더니…與 "기초연금 40만원으로 인상"

•   정무위: 국감 앞둔 빗썸 의혹은 무엇 있나… 오너 리스크·반나절 상장 등 갖가지

•   정무위: 작지만 강한 개미...이젠 물적분할도 '쥐락펴락'

•   정무위(강민국): [단독] 태양광대출 보증 절반 '文 정부' 때 집중…"부실 예의주시"

•   정무위(강병원): 대출 미리 갚으며 낸 수수료…최근 5년간 3조5000억 육박

•   정무위(강병원): "법인세법 개정안, 지주회사 정책 후퇴…공정위도 반대 의견"

•   정무위(김희곤): 유통업체, 5년간 납품업체 ‘갑질’로 과징금 약 700억원 부과받았다

•   정무위(박성준): "나이키 등 외국기업, 국내기업에 갑질해도 하도급법 적용 회피"

•   정무위(윤영덕): 루나 투자자 피눈물 날때…거래소, 수수료 100억 챙겨

•   정무위(윤창현): 금융공기업 지분매각 예정 기업 10여곳…HMM·금호타이어 등

•   정무위(황운하): [단독] ‘1인당 6만9000원’… 토스, 80만명 정보 팔아 292억 챙겼다

•   금융위: "상장폐지 신중하게"…제도 개선 나선다

•   금융위: 2금융 중금리 대출 상한선 1.5~2%P 인상...“취약차주 더 품겠다”

•   금융위: [르포] 자영업자 대상 대환대출 첫날, 은행 창구는 썰렁했다

•   금융위: "네·카·토 때문에 밥줄 끊길라"…보험설계사들 들고 일어났다

•   금감원: 금감원, 다음 주 금융사고 방지 초강력 대책 발표

•   금감원: "자본적정성 관리 강화를"…금감원, 농협생명에 주의

•   금감원: 은행, 코인거래소 실명계좌 수수료로 583억원 벌었다

•   금감원: '수수료 장사' 은행·증권사 5년간 접대비 1조6천억원 썼다

•   산은: [단독] 산은 부산行 준비단, 발령 직원 집단 보이콧

•   산은: "대우조선 노조 경영간섭 안돼"…매각 반대 파업에 産銀 경고

•   금융시장: 코스피, 외인·기관 매수에도 또 연저점 하락…2,150대 마감

•   금융시장: 믿었던 '아이폰14'의 배신?…국내 부품회사 주가 와르르

•   금융시장: 삼성전자 ‘4만전자’ 추락 위기… 개미들 시름

•   금융시장: 킹달러에 코스피 떠나는 외국인…지난달 2조원 가까이 순매도

•   금융시장: 증시도 '거래절벽'…9월 거래대금 작년의 반토막

•   금융시장: 9월 하락장서 공매도 40% 급증…삼전·LG엔솔 1∼2위

•   금융시장: 얼어붙은 IPO시장…몸값 40% 낮추고도 급락

•   금융시장: [돈줄 마른 스타트업] 투자액 73% 급감, 돈줄 말라붙어 속타는 스타트업

•   금융시장: [돈줄 마른 스타트업] 유동성 파티 끝나자 투자 절벽, 스타트업 도산·폐업 도미노…한국 미래 성장엔진 꺼져간다

•   금융시장: "1년 치 이익 다 날릴 판"…中企 덮친 환율·금리 잔혹사

•   금융시장: ‘은행 텃밭' 잔금대출 2금융보다 비싸졌다 [고삐풀린 금리, 요동치는 시장 (1)]

•   금융시장: 은행 기업대출 지난달 10조 늘어…금리 급등에 회사채 발행은 급감

•   금융시장: 2년전 영끌족 '비명'…월 상환액 2배로 뛴 사례도 속출

•   금융시장: 금융연구원 “한·미 증시, 같이 떨어지지만 결이 다르다”

•   금융사: '614억 횡령' 우리은행 직원…법원, 징역 13년 선고

•   금융사: 하나證 임원 48억 배임 정황…내부감사서 발견, 수사 의뢰

•   금융사: 보험사, RBC 산 넘으니 금산법 ‘더 큰 산’

•   금융사: 비대면 해지 못하는 비대면 전용 예금

•   금융사: “책 많이 사고 카톡선물 자주 하는 청년들 대출 유리”

•   금융사: “신불자될 위기” 카뱅 공모가 반토막에 우리사주 ‘비명’

•   금융사: 4대 회계법인 年 매출 첫 3조원 돌파

•   금융사: 두나무, 루나 수수료 투자자 보호에 쓴다

•   국조실: 文정부 태양광 의혹' 376명 檢수사 의뢰

•   KDI: [관가뒷담] 기재부·KDI 밀월관계 속 부총리 자문관, 4년 만에 부활

•   농촌경제연구원: 쌀 정부매입 의무화 땐, 혈세 年 1조씩 든다

•   기재위(강준현): 헐값에 강남 '노른자 땅' 판다?…손해까지 감수, 공공기관 왜

•   기재위(김상훈): 작년 종부세 상한 적용 대상자 31만명…2017년의 72배

•   기재위(유동수): [단독] '금리 대란'인데…한은, 1%대 '사내 대출' 특혜

•   기재위(윤영석): 저소득층 자산, 朴정부때 69% 늘었는데 文정부선 1% 증가

•   기재위(홍성국): 100대 기업 쌓아둔 사내유보금, 10년간 395조 늘어 1천조 돌파

•   기재위(홍성국): "정부, 5년간 3천165억원 비축토지 샀지만 9%만 활용"

•   기재부: 秋 "원화채권 디스카운트 해소"…年 최대 1.1조 이자비용 줄어든다

•   기재부: "한국 금융불안 땐 달러공급 협력" 韓·美 재무 위기대응 한목소리

•   기재부: “하루하루가 환율 전투”…원·달러 거래 시간 연장 등 외환시장 선진화 방안 ‘잠정 중단’

•   기재부: 해외주식 팔아 원화로 환전하면 양도세 인센티브 검토

•   통계청: 8월 생산 0.3%↓, 두 달째 감소…소비는 반년만에 반등

•   한은: 원화값 방어에 154억弗…2분기에 역대 최대 투입

•   한은: 가계대출 평균 금리 4.76%.... 9년 7개월 만에 최고

•   한은: 금리 1%p 오르면 1인당 대출 증가폭 294만→138만원으로 감소

※   조사통계월보 2022년 9월호

•   거시경제: 일본계 신평사 JCR, 韓 국가신용등급 ‘AA’로 상향

•   거시경제: 공공요금 인상에 물가 꿈틀… 힘잃는 ‘10월 정점론’

•   거시경제: [한국경제 위기인가] ①고개드는 경제위기설…원인과 실상은

•   거시경제: [한국경제 위기인가] ②금융시장은 이미 위기국면 진입

•   거시경제: [한국경제 위기인가] ③美연준이 최대 뇌관…가계빚·부동산도 위태

•   거시경제: [한국경제 위기인가] ④고환율·고물가·무역적자…곳곳서 위기 경고음

•   거시경제: [한국경제 위기인가] ⑤퍼펙트스톰 온다…대기업들 전시체제

•   거시경제: [한국경제 위기인가] ⑥생존 걱정하는 소상공인·중소기업

•   거시경제: [한국경제 위기인가] ⑦'킹달러'·전쟁…외부 위험요인도 '첩첩산중'

•   거시경제: [한국경제 위기인가] ⑧전문가들 "1997·2008년과 달라…금리 중요"(끝)

•   거시경제: “한국, 초격차 기술없인 생존 못한다”

•   거시경제: [팩트체크K] 쌀 매입 의무화하면 생산 오히려 늘어난다? 아니다?

•   거시경제: 한국인 결국 굴복?…벌써부터 일본 예약 1000% 폭증

•   산자위(구자근): [단독]버려지는 신재생 에너지…'공급 넘치는데 저장설비 부족'

•   산자위(구자근): [단독] 태양광 전기 생산가격, 원자력 발전의 3.5배

•   산자위(김회재): [단독]중소기업 지원 '부익부 빈익빈'…0.001%에 '지원 몰아주기'

•   산자위(신영대): [단독] 1조 6천억 들인 '가스 외교'..."다 팔아도 614억"

•   산자위(양금희): 산업부 산하기관, 5년간 벌칙성 부과금 1287억… 한전 590억

•   산자위(양향자): 보조금 1721억 받은 유턴기업 66%, 사업 시작도 안했다

•   산자위(엄태영): [단독] 민주당, 7월 "태양광 늘려야" 두 달 뒤… 태양광 피해만 78건

•   산자위(이동주): [단독]징계 사실 쉬쉬하는 산업·중기 산하기관?…공시 누락 올해만 76건

•   산자위(이인선): 투기수단 변질 국가산단…5년간 시세차익 354억원

•   산업부: '탈원전發' 전기료 인상…국민·기업 부담 더 커져

•   산업부: 가정도 기업도 전기료 쇼크…"삼성전자 年 305억 더낼판"

•   산업부: 가스요금 올들어 4번째 인상…"당장 겨울철 난방비 걱정"

•   산업부: 전기료 더 못 올리자…'에너지 절약 캠페인' 꺼낸 정부

•   산업부: 전기·가스요금 동시인상, 자영업자들 한숨만

•   산업부: 9월 무역적자 37억달러…외환위기 이후 첫 6개월 연속적자

•   산업부: ‘韓 전기차 피해’ 美와 통상 분쟁 각오한다더니…산업부 담당자는 5개월째 공석

•   한수원: [단독]월성1호기, ‘디지털트윈’으로 해체한다

•   동서발전: [단독] 文정부 낙하산 사장님의 황당한 자소서… “아는 게 거의 없어”

•   비금융사: 컨테이너 운임 급락…실물경제 도미노충격 시작됐다

•   비금융사: "2008년이 차라리 낫다"…30년간 본적 없는 위기 징후들

•   비금융사: '경영 시계제로' 기업들 신규투자 70% 줄었다

•   비금융사: [단독] 삼성, 반도체 매출 전망 32% 낮췄다

•   비금융사: "파격 할인 제시해도 안 삽니다"…삼성·하이닉스 '초비상'

•   비금융사: 삼성전자 "4분기 반도체 매출 1위 뺏길 수 있다"

•   비금융사: 잿빛 전망 나온 삼성전자 …"4만6000원 갈수도"

•   비금융사: “창고에 TV·냉장고가 쌓인다” 가전업계, 상반기 재고 55% 증가

•   비금융사: 포스코 자사주 매입 의혹... 검찰, 최정우 회장 등 재수사

•   비금융사: 3년만에 LG사장단 한자리 모였다…구광모 회장, 당부한 말이

•   비금융사: LG "AI가 알아서 척척" 삼성 "타사 제품도 연동"

•   비금융사: 20년 베테랑 사장님도 고개 저었다…"이제 배달식당은 끝장"

•   비금융사: 수익 몰아주는 수상한 용역 거래, 주주들 행동주의로 맞불

•   비금융사: 시장 덮친 ‘니켈 대란’ 공포… 배터리 업계 “그 니켈이 아닌데”

•   비금융사: 손정의 만나는 이재용…'ARM 빅딜' 할까

•   비금융사: 운전자 손떼도 되는 자율차 기술 있는데…한국 시범운행만 하는 이유

•   비금융사: 카카오, 이모티콘 가격 인상... “애플이 인앱결제 가격 올렸기 때문”

•   비금융사: [단독] 집도 아닌데 2년반 걸린다고? 제네시스 SUV 계약자 속탄다

•   비금융사: K조선, LNG선 수주 ‘포화’… 中·日은 반사이익

•   비금융사: 삼성·현대차·LG·SK… 韓대표들 미래 좌표는 인도네시아

•   비금융사: 30대 그룹 영업익 전망치, 3개월 만에 10조원 줄었다

•   비금융사: [단독]'맏형' 따라 탄소중립…삼성 전자계열사들도 'RE100' 동참

•   비금융사: 글로벌 경기 침체에도 배터리 3사 '호실적' 예고

•   비금융사: 카카오 남궁훈 "지병, 대표 역할에 지장없어"…국감 출석 시사

•   비금융사: [단독] 환율 때문에?…애플, 韓 아이폰 수리비도 올렸다

•   비금융사: [단독] 中, '낸드 소재' 황린 감산령…경기침체에 원자재 인상까지 '겹악재'

•   비금융사: “같은 조건서 앱 따라 배달비 다른 경우 95%”

•   비금융사: 친환경에 소음 걱정 ‘뚝’… 전기 이륜차 시장 확장 ‘가속도’

•   국토위: 尹정부 첫 국감… 정비사업 규제 완화에 쏠린눈

•   국토위(김두관): 국토부 산하 공공기관 18곳 “직원 1948명 감축”

•   국토위(김수흥): [단독]공기관도 당한 ‘깡통전세’ 사기… 年 100건씩 수백억 떼여

•   국토위(김정재): [단독]허위물량 강요한 건설사…국토부 불공정 행위 79건 철퇴

•   국토위(맹성규): 청약통장 이율, 2016년 8월 이후 연 1.8% 제자리…기준금리보다 낮다

•   국토위(서일준): 감정평가서 부풀린 전세사기 급증… 보증보험 사고액, 4년새 125배

•   국토위(유경준): [단독] 전세금 챙기려고 보험 들었는데…3분의 1이 '깡통전세' 위기

•   국토위(장철민): [단독]장기미착공 공공임대 사업비 5년간 1조원 달해…"年161억 증발 추정"

•   국토부: [단독] 6년 전 세운 철도사업 90%, 첫삽도 못 떴다

•   국토부: [단독] 사업성 제로인데…선거 때마다 판치는 '철도망 공약'

•   국토부: GTX 붙자 집값 16억까지 치솟은 아파트, 13개월 만에…

•   국토부: [단독] 文 정권 ‘국가균형발전사업’ 사업비 2.5조 폭증

•   국토부: 1주택 재건축부담금 절반 깎이는데… 일시적 2주택 ‘소외 논란’

•   국토부: 부제 풀고, 호출료 인상, 타다 규제는 완화… 미리보는 원희룡表 ‘심야택시’ 대책

•   HUG: 신용등급 상향 등 특혜로 보증료 13억 손실… 국토부, HUG 비위 적발

•   HUG: 약관 위반이라더니 소송 걸자 보험금 내준 HUG…세입자 두 번 울렸다

•   부동산시장: "주인은 30억 부르는데, 25억이면 사겠대요"…이러니 서울 집 안팔리지

•   부동산시장: "세입자 내줄 돈 없다" …역전세난 확산에 갭투자 '비명'

•   부동산시장: 이참에 아파트 물려줬나… 5억~9억 낮춘 직거래 속출

•   부동산시장: 투기수단→공급활로 ‘Reset 재건축’ [헤럴드 뷰]

•   부동산시장: "이자지옥 탈출하렵니다"…1년만에 월세 거래 26% 늘어

•   부동산시장: 강남 개포아파트 월세 36건 거래될 때…전세는 16건뿐

•   부동산시장: "전세 매력 떨어져"…세입자 월세 선호 2년새 2배 껑충

•   부동산시장: "전세 계약하면 샤넬백 드려요" 역전세난이 부른 진풍경

•   부동산시장: 서울에서도 새 아파트 안 산다... '미분양 폭탄' 초비상

•   부동산시장: "일단 지켜보자" ...미분양 우려에 일정 미루는 건설사

•   부동산시장: 1기신도시 통합재건축 일산서 스타트

•   부동산시장: 금리 오르고 집값 떨어지니 서울 아파트 증여도 줄었다

•   물류시장: “안전운임제는 생명운임제” 세계적 공감대

•   환노위(이학영): [단독] 녹색채권 자금 4분의1, 화석연료 사업에 쓰였다

•   환노위(임이자): [단독] 文정부 태양광 765건이 ‘환경훼손’ 평가… 이중 219건은 대책 마련 지침까지 뭉갰다

•   환노위(우원식): "'위험 외주화' 대기업 2년8개월간 산재보험료 9천60억원 할인"

•   고용부: [단독] 새마을금고, 괴롭힘·차별·임금체불 만연... 5년간 시정지시 350건

•   환경부: [단독] 기업이 낸 가습기살균제 피해구제금 83% 썼다...연말·연초 재징수할 듯

•   노동시장: "카페 식당서 일 안해"…요즘 알바생들 창고로 몰리는 이유

•   노동시장: "선배인게 죄냐"…인력난에 후배와 연봉 역전되자 갈등 폭발

•   노동시장: 경직된 노동정책이 中企 옥좨…기업가정신도 사라졌다

•   노동시장: 비정규직 150만명 늘어 800만명 돌파… 풀타임 일자리는 185만개 사라져

•   노동시장: 정리해고 등 퇴직자 25% 급증해 157만명… 52시간제로 소득 줄어 50만명이 ‘투잡족’

•   외통위(김경협): [단독] 일본 총리실, ‘한-일 정상 약식회담’ 기록조차 안해

•   외통위(박정): [단독] 달랑 '3명'…미 인플레 감축법 적극 대응했다더니

•   외통위(이재정): [단독] '인플레법' 통과 뒤 열린 장관급 회의…논의조차 안 해

•   외교통상: "희망고문 아니길"…美의원 "한국 전기차도 보조금" 개정안 발의

※   Raphael Warnock: The Affordable Electric Vehicles for America Act

•   외교통상: 한국 전기차 차별, 외교로 막을 수 있었나? 美싱크탱크 “No”

•   외교통상: [단독]美 고위 당국자 “IRA 세부지침에 한국 의견 충분히 적극 반영”

•   외교통상: 북 잇단 미사일 발사, 남 현무미사일 공개…끝모를 대치

•   외교통상: "韓, CPTPP 가입 땐 무역효과 10조…농축산 피해는 최대 2.2조"

•   검찰: 검찰, 文정부 태양광사업 정조준하나

•   법원: ‘주식·코인 손실은 개인 채무에서 제외’ 회생법원 지침 논란

•   법원: 개인파산, ‘코로나19 여파’ 전국 법원서 약 5만건 접수

•   법원: [NOW] 회생법원 갔더니… 2030 빚투족이 절반

•   법원: ‘망 사용료’ 구글 참전에 넷플-SKB 판결문 재조명… “美서 이미 낸 적 있다”

•   교육위(서병수): [단독]'돈벼락' 맞은 교육청...교부금 넘쳐 작년 못 쓴 예산만 4조

•   과방위(김영주): [단독] '文 국정과제' 공공와이파이 예산 '반토막'…노후설비 교체 무산

•   과방위(변재일): LTE보다 20배 빠르다는 5G 28㎓… 운영 4년차에 주파수 만료 앞두고도 상용화는 미비

•   과방위(윤두현): [단독] "어플 이용자 가로채기?"...구글 꼼수에 소비자만 '봉'

•   과방위(정청래): ‘망 이용료 법안’ 열쇠 쥔 정청래 “통신사 보호하려다 콘텐츠 폭망”

•   원안위: [단독] “고성 지르고 물건 던져”… 원안위, 황용수 KINAC 원장 감사 착수

•   해수부: "HMM, 대우조선처럼 지금 팔 일 없다"

•   복지부:文정부 현금 그렇게 퍼줬는데…코로나 3년 기초수급자 급증

•   질병관리청: 오후 9시까지 전국 1만1672명 확진…어제보다 1만1천여명↓

•   질병관리청: 입국 PCR 검사도 안녕! 하나씩 풀리는 코로나 방역...다음 차례는

•   국정원: [단독] 산업스파이, 반도체·배터리 기술 노렸다

[Opinions]

•   Project Syndicate(Ricardo Hausmann): Development, Decarbonization, and Dumb Landowners

•   Project Syndicate(Anne-Marie Slaughter): No Security Without Climate Security

•   Project Syndicate(J. Bradford DeLong): When the Fed Stops Trying

•   Project Syndicate(J. Bradford DeLong): Britain Is Not an Emerging Market – Yet

•   Project Syndicate(Izabella Teixeira, Ana Toni, Laurence Tubiana): The Populist Climate Threat

•   Project Syndicate(Hans-Werner Sinn): The ECB Has Been Driving EU Inflation

•   FT(Editorial Board): Vladimir Putin unleashes a new phase of war

•   FT(Editorial Board): Liz Truss should heed economic orthodoxy, not ignore it

•   FT(Martin Wolf): Truss’s growth plan is nothing but a magic potion

•   FT(Katie Martin): Kwarteng crashes the bond market love-in

•   FT(Robert Armstrong): Five lessons from Britain’s bad week

•   FT(Leo Lewis): Japan’s ‘nuclear lost decade’ to add chill to European winter

•   FT(Tim Harford): Liz Truss’s growth delusion

•   FT(Nicholas Macpherson): Outlier Britain needs a credible economic plan in a hurry

•   FT(Hashi Mohamed): The housing crisis sits at the centre of Britain’s ills

•   FT(Gary Silverman): US settlements bare the ‘off-channel’ world of bankers

•   FT(Michael Tory): UK pension fund crisis shows there is no capitalism without capital or risk

•   FT(Torsten Bell): Lasting effects of ‘mini’ Budget will be felt far beyond the trading floors

•   FT(Charles Parton): West must remind Xi of the economic consequences of threatening Taiwan

•   FT(Lex): European banks: recession risks flash red

•   WSJ(Editorial Board): The Bad Inflation News Continues

•   WSJ(Editorial Board): Biden’s Student Loan Admission

•   WSJ(Editorial Board): What Really Went Wrong in Britain

•   WSJ(Editorial Board): The Democratic Stock Trading Ban

•   WSJ(Editorial Board): Will Brazil Go Back to the Left?

•   WSJ(Holman W. Jenkins, Jr.): Liz Truss Is a Human Sacrifice to the Inflation Fires

•   WSJ(Andriy Yermak, Anders Fogh Rasmussen): Ukraine Needs More Security Guarantees

•   WSJ(Jakub Grygie): The Best Way to Combat Putin’s Nuclear Threats

•   WSJ(Heidi Heitkamp): You Can’t Eat Without Natural Gas

•   WSJ(Carl Schramm): Ukraine Needs Expeditionary Economics, Not USAID

•   WSJ(Jeb Hensarling): GOP Needs to Leave Trump Behind on Trade

•   NYT(Paul Krugman): Wonking Out: How the Remote Work Craze Made Housing Affordability Worse

•   NYT(Thomas L. Friedman): Putin Is Trying to Outcrazy the West

•   NYT(Ezra Klein): There Is a Tax That Could Help With Inflation

•   NYT(Nicholas Bequelin): Why China’s Crimes in Xinjiang Cannot Go Unpunished

•   NYT(Vitalik Buterin): Ethereum’s Founder on What Crypto Can — and Can’t — Do

•   NYT(Alexander Baunov): Putin Just Told Us What He’s Planning

•   NYT(Maureen Dowd): Vladimir Putin’s ‘Medea’

•   WP(Editorial Board): Facts on the ground matter more than rants at the Kremlin

•   WP(Alexei Navalny): This is what a post-Putin Russia should look like

•   WP(David Von Drehle): Why a negotiated peace with Putin is the safest way out

•   WP(Iuliia Mendel): Ukraine has always been ready to negotiate. The question is how.

•   WP(Sebastian Mallaby): Britain’s financial meltdown carries a global warning

•   Bloomberg(Editorial Board): Giorgia Meloni Has a Mandate But Little Time

•   Bloomberg(Niall Ferguson): Trends Are Bad, Events Are Worse, But ‘Trevents’ May Surprise Us

•   Bloomberg(Daniel Moss): Yuan Retreat Shows China Can’t Crush a Market This Big

•   Bloomberg(Allison Schrager): Hardly a Surprise: Pension Funds Stoked the UK Rout

•   Bloomberg(Jonathan Levin): Corporate Bond Doomsayers Are a Little Premature

•   Bloomberg(Shuli Ren): China’s ‘Common Prosperity’ Drive Morphs Into Common Poverty

•   Bloomberg(Julian Lee): The Oil Market Has a Big Russia Sanctions Problem

•   Bloomberg(Julian Lee): Oil Output Cut Will Underwhelm Without a Big Change

•   Bloomberg(Jonathan Bernstein): Another Absurd Debt Ceiling Fight? Enough Is Enough

•   Bloomberg(Adam Minter): Throwing Shade Is Solar Energy's New Superpower

•   Bloomberg(Andrea Felsted): UK Cost of Living, Energy Crisis Will Make Winter Bleak for Consumers

•   Bloomberg(Stuart Trow): How Liz Truss, Kwasi Kwarteng Mini Budget Affects UK Taxes and Retirement

•   Bloomberg(Richard Cookson): The Problems Facing the Government Bond Market Aren't Unique to the UK

•   Bloomberg(Lara Williams): Ian Is a Wake-Up Call on the Real Costs of Climate Paralysis

•   Bloomberg(Max Hastings): The West Is Ceding Africa’s Promise to China’s Exploitation

•   Bloomberg(Jessica Karl): The UK’s Total Nightmare of a Week Makes History

•   MarketWatch(Mark Hulbert): 'Macro' forecasters are everywhere these days, but they tend to be wrong about investing most of the time

•   Fox News(Rebekah Koffler): Five reasons why Russia is likely behind the Nord Stream industrial sabotage

•   한경(최기련): 올겨울 에너지 패권은 어디로

•   한경(김주완): 국감 핵심 타깃이 된 스타트업

•   한경(장용성): [다산 칼럼] 지역화폐, 대대적 개편 시급하다

•   한경(김인엽): "우리가 IRA 어찌 알겠나"라더니

•   조선(박병원): 환율과 물가, 금리 인상만으로 잡기 어렵다

•   국민(사설): 고금리 역행하는 주택청약통장 제도, 손볼 때 됐다