Global Economic Monitor 221007

(Introduction)

[Markets]

•   Global: Stocks fall, yields jump as Fed holds firm on hikes

※   Stocks end lower after volatile day

※   Dollar, Treasury yields higher ahead of jobs report

※   Oil scores fourth day of gains

•   UK: UK Bonds, Pound Tumble as Traders Eye BOE Exit

•   China: Offshore Yuan Gains Seen Allaying China’s Currency Woes, for Now

•   Gasoline: U.S. Gasoline Prices Are Climbing Again, Pressuring Consumers

•   Metals: Lead jumps as stocks fall; others weighed down by firm dollar

•   Grains: U.S. soybeans, wheat, corn fall as export concerns rise

[Indicators]

•   US Weekly Jobless claims: U.S. Jobless Claims Rose Last Week but Remain Historically Low

•   Eurozone Aug. Retail sales: Eurozone Retail Sales Fell Again in August as High Inflation Eats Into Spending Power

•   Germany Aug. Factory orders: German Factory Orders Drop as Economy Teeters on Brink of Slump

•   UK Sep. Construction PMI: UK Construction Outlook Dims With Increase in Interest Rates

•   India Sep. Services PMI: India Sept services growth slumped to 6-month low on cooling demand -PMI

[World]

•   WSJ: Ukraine’s Appeal for Longer-Range Missiles Presents Fresh Test of Biden Administration Support

※   Kyiv is eyeing Russian military sites in Crimea, while Washington worries the American weaponry could risk escalation with Moscow

•   WSJ: U.N. Nuclear Agency Warns of Increased Risk at Ukraine’s Largest Nuclear Plant

•   WSJ: Ukraine Takes Unorthodox Pitch to Wall Street to Raise Billions in Debt

•   WSJ: U.S. Believes Ukraine Was Behind Assassination of Putin Ally’s Daughter

•   WSJ: Russian Men Flee to Alaska Across Bering Strait to Escape Draft for War in Ukraine

•   WSJ: Biden Weighs Options After OPEC+ Moves to Cut Oil Output

※   Congress, White House consider retaliatory measures such as suing cartel on antitrust grounds

•   WSJ: IMF to Lower Global 2023 Growth Forecast Amid Shocks to Economy

※   IMF chief Kristalina Georgieva calls on policy makers to do more to tame high inflation

•   WSJ: Fed Official Says Inflation Is ‘Stubbornly Persistent,’ Justifying Rapid Rate Rises

※   ‘It is critical that we prevent an inflationary psychology from taking hold,’ says governor Lisa Cook

•   WSJ: 2022 House and Senate Election Outlook

•   WSJ: For the Economy, Those Sick Days Are Still Adding Up

•   WSJ: U.N. Human Rights Council Rejects Holding Xinjiang Debate

•   WSJ: Nord Stream Pipeline Probe Adds Weight to Sabotage Suspicions

•   WSJ: Twitter, Elon Musk Talks Continue, Focus on Financing, Litigation

•   WSJ: TikTok Parent ByteDance Sees Losses Swell in Push for Growth

•   WSJ: AMD Cuts Revenue Forecast Amid Worst Slump in PC Shipments in Years

•   WSJ: Amazon to Hire 150,000 Workers Before Holiday Season

•   WSJ: Peloton to Cut 500 More Jobs in Latest Bid for Turnaround

•   WSJ: China Seeks a Quantum Leap in Computing

•   NYT: The Fed Wants to Quash Inflation. But Can It Do It More Gently?

•   NYT: In Global Slowdown, China Holds Sway Over Countries’ Fates

•   NYT: Macron’s New Europe Debuts in the Shadow of War

•   WP: Winter nears in Ukraine — and a battle of stamina awaits

•   WP: Democrats’ gas price problem

•   WP: As his troops retreat, Russian defense chief comes under pressure at home

•   WP: As Ukraine war falters, Russians ask a risky question: Could Putin fall?

•   FT: ECB warns of potential for ‘self-reinforcing’ inflation

•   FT: EU energy pact vital to avert industrial decline and unrest, says Belgian PM

•   FT: EU and Norway agree ‘joint tools’ to tackle Europe’s gas crisis

•   FT: Strikes by energy workers hit French fuel supplies

•   FT: Why Germany’s energy package is undermining EU unity

•   FT: UK to sign deal with EU energy partnership amid thawing relations

•   FT: Larry Summers: ‘The destabilisation wrought by British errors will not be confined to Britain’

•   FT: UK’s largest pension scheme was warned against debt strategy before crisis

•   FT: Tories are the most powerful part of the anti-growth coalition

•   FT: UK businesses predict record price rises to offset higher wage bills

•   FT: BoE says £65bn gilt intervention staved off UK financial ‘spiral’

•   FT: UK households urged to reduce energy use to avoid winter power cuts

•   FT: China’s zero-Covid grip upends ‘golden week’ for tourism industry

•   FT: Xi cracks down on disloyalty ahead of Communist party congress

•   FT: LME seeks members’ views on banning Russian metals

•   FT: US to boost gas exports to Germany under deal with EnBW

•   FT: Huawei to relaunch 5G phone despite US sanctions

•   FT: Why Big Tech shreds millions of storage devices it could reuse

•   FT: Foxconn in Wisconsin: tech mega-deal faces reality check

•   FT: TSMC in Phoenix: $12bn fab eases US microchip supply fears

•   FT: Why Japan remains the biggest investor in the US

•   FT: Georgia wins top EV contracts thanks to long South Korea courtship

•   Bloomberg: Oil Prices Could Climb Back to $110 a Barrel, Analyst Says

•   Bloomberg: Fed’s Waller Sees Additional Rate Hikes Into Early Next Year

•   Bloomberg: Kashkari Says Fed Is ‘Quite a Ways Away’ From Pausing Rate Hikes

•   Bloomberg: Fed’s Bostic-Daly Double Team Fails to Quash 2023 Rate Cut Bets

•   Bloomberg: Evans Says Fed Headed for 4.5%-4.75% Interest Rate by Early 2023

•   Bloomberg: Fed Has a Poor Record Forecasting Joblessness Around Downturns

•   Bloomberg: Yellen Calls for World Bank Overhaul Including Scaled-Up Lending

•   Bloomberg: Minerd Says Fed Won’t Stop Until Something ‘Breaks’

•   Bloomberg: Inflation Is ‘Very Stressful’ for About Half of US Households

•   Bloomberg: China’s Covid Cases Hit One-Month High as Holiday Spots Flare

•   Bloomberg: Wall Street Desire for Xi to Pivot to Growth Faces Reality Check

•   Bloomberg: Six Ways to Tell If Xi Wins or Loses at China’s Party Congress

•   Bloomberg: US Imposes Sanctions Over Iran Protests as Criticism Escalates

•   Bloomberg: Turkey’s Erdogan Says Greece Should Take Warnings Seriously

•   Bloomberg: Failure to Hit Price Goal May Trigger BOJ Shift, Momma Says

•   Bloomberg: World Bank Cuts India Growth Forecast Citing Global Risks

•   Bloomberg: Treasuries Liquidity Problem Exposes Fed to ‘Biggest Nightmare’

•   Bloomberg: India, Indonesia Debt Outperforms China Despite Global Selloff

•   Bloomberg: ‘NOPEC’ Bill Not Slated for US Senate Vote Despite OPEC Oil Cut

•   Bloomberg: US Tapping Strategic Oil Plays Into OPEC’s Hands, Blanch Warns

•   Bloomberg: OPEC+ Oil Cut Adds to Troubles Faced by Refiners and Traders

•   Bloomberg: Here’s What Goldman to UBS Say About Oil After Big OPEC+ Cut

•   Bloomberg: First US Cobalt Mining Operation to Begin After More Than 30-Year Hiatus

•   Bloomberg: Amazon Abandons Autonomous Home Delivery Robot in Latest Cut

•   Bloomberg: GE Cuts Hundreds of Jobs at Onshore Wind Unit, With More to Come

•   Bloomberg: Fast-Growing Solar and Wind Are Still Concentrated in a Handful of Countries

•   Bloomberg: Investment in Renewable Energy Needs to Quadruple by 2030

•   Bloomberg Businessweek: The China Bubble Is Losing Air But Won’t Burst

•   Bloomberg Businessweek: The Massive Gas Field That Europe Can’t Use

•   Reuters: EU countries draft plan for 'gas price corridor' - document

•   Reuters: EXCLUSIVE Germany expects recession next year as gas crisis bites - sources

•   Reuters: EXCLUSIVE Samsung, SK Hynix to be spared brunt of China memory chip crackdown -sources

•   Reuters: Exclusive: GE lays off workers at onshore wind unit as part of turnaround strategy

•   Reuters: Analysis: Braced to crush unrest, Iran's rulers heed lessons of Shah's fall, analysts say

•   Reuters: Analysis: World central banks caught in the Fed's slipstream

•   AP: Analysis: North Korean missile launches are a test for Biden

•   CNBC: Washington sees OPEC+ oil production cuts as a political ‘blow against Biden,’ says Dan Yergin

•   CNBC: Europe’s gas storage is almost full for winter. But the IEA fears next year may be very difficult

•   CNBC: Goldman predicts where the stock market is headed in a ‘hard landing’ or other economic scenarios

•   SCMP: US-China tensions open door for these 7 trade partners to capitalise on Washington’s ‘friendshoring’

•   SCMP: China’s yuan becomes most traded foreign currency on Russian exchange amid efforts to ‘de-dollarize’ economy

•   SCMP: 2024 presidential elections in US, Taiwan could help spur trade deal, says former State Department official

•   SCMP: Brazil eyes Taiwan’s semiconductor capital to grow advanced chip industry in Latin America’s biggest economy

•   Nikkei Asia: ASEAN+3 growth outlook dims as China's 2022 forecast cut to 3.8%

•   Nikkei Asia: SoftBank adjusts its vision

•   Mainichi: Japan set to extend maximum lifespan of nuclear plants beyond 60 yrs

[Korea]

•   민주당: ‘대통령실-감사원 유착’ 논란, 정국 뇌관…민주당 “국정농단”

•   예정처: "내년 수출증가율 0.5%"…국회예산정책처 전망

•   예정처: [단독] 정부는 출산율 반등한다는데…예정처 "지속 하락"

•   정무위: 野 "尹 정부 서민 금융정책 미흡" vs 與 "테라 특검하자"

•   정무위(강민국): 소비자 분쟁조정 결정, 40%는 불발… 10건 중 9건은 기업이 거부

•   정무위(강병원): [단독] '57억 횡령' 이만희, 여전히 유공자...보훈 수당 2천5백 수령

•   정무위(민병덕): [단독]中企 부실폭탄 터질라…한계기업 대출액 반년새 3조5000억 늘어

•   정무위(박성준): [단독] 쿠팡, 분쟁조정액 38억 입점업체에 '미지급'...공정거래 조정 신청 '1위'

•   정무위(유의동): 금리인상 여파 금융권 부동산 PF 사실상 중단

•   정무위(윤상현): [단독] 내부관리 안 되는 시중은행…‘횡령만 741억’

•   정무위(최승재): [단독]공정위 과징금 3분의1 환급…그 뒤엔 5대 로펌

•   정무위(최승재): [단독]“카드값은 내달에” 리볼빙 홍보에 120억

•   정무위(황운하): 황운하 의원 “KB·토스 알뜰폰 사업 우려...중기적합업종 지정해야”

•   금융위: 금융위장 “불법 공매도 금융사 실명공개 추진”

•   금융위: 부실우려 태양광대출, 상호금융서 무려 7조

•   금감원: 금감원-산업부, 기업 사업재편 지원…'미래차' 우선 선정

•   금감원: [단독] 크레디트스위스 부도 위험 고조… 금감원, 전 금융권 ‘익스포저’ 파악 주문

•   금감원: 금융위원장은 언급 피했는데 공매도 전면 금지 시사한 이복현 금감원장 “모든 방법 쓸 수 있다”

•   예보: 수장없는 예보, 국감서 비정규직 논란 감당할까

•   예보: 5000만원 예금보호한도 상향 의견 분분… 금융권 “실익 없어” vs. 소비자 “현실 반영”

•   신보: 첫 현장경영 나선 최원목…"中企 보증 확대할 것"

•   산은: [단독] 산은 "부행장들, 교대로 부산 근무" 지시…속도전에 충돌 격화

•   금투협: 차기 금융투자협회장은? 선거 앞두고 나재철·서명석·전병조 등 거론

•   여신협: 정완규 여신협회장 취임…"첫 과제는 카드가맹점 수수료 개선"

•   금융시장: 외인 매수에 코스피 1% 상승 마감…환율 7.7원 내려

•   금융시장: 위안화 강세에 원화 반짝반등…급락세 멈췄지만 여전히 불안

•   금융시장: 최고등급 한전채 금리 5% 돌파…현금부자들 눈돌린다

•   금융시장: "금리 부담 너무 크다" M&A 줄줄이 '펑크'

•   금융시장: [시그널] 돈줄 마른 스타트업, 몸값 바겐세일에 매각도 추진

•   금융시장: 이자 떠밀려 월세족 될판…전세대출 금리도 7% 돌파

•   금융시장: 외화도 사고판다… ‘당근 환전소’ 로 몰리는 사람들

•   금융시장: 시중은행-저축은행 '금리 역전'…제2금융권 수신 확보 '빨간불'

•   금융시장: 4%대 특판예금 쏟아내는 은행…유동성 확보 '빨간불'

•   금융시장: 甲乙 바뀌는 자본시장…기업도, 은행도 재무관리 총력전

•   금융시장: 증시 부진에 ‘빚투’도 주춤… 신용잔고 23개월 만에 16조원대로 ‘뚝’

•   금융시장: 보험연구원 “내년 보험 시장, 고금리·고물가·저성장 ‘3중고’ 겪을 것”

•   금융시장: 금융권 노사, 임단협 잠정 합의… 임금 연 3% 인상

•   금융시장: 거래는 절벽인데 증권사 수수료율은 올랐다?…'빅 딜' 실종 착시효과

•   금융사: [단독]'애플페이' 내달 30일 한국 서비스…'현대카드 등록' 약관 유출

•   금융사: ‘우리’가 지킬까 ‘신한’으로 바뀔까… 서울 자치구 금고 쟁탈전

•   금융사: 신한지주의 황당한 자본활용 논리… 2만원대 '신주' 팔고 3~4만원대 '자사주'로 되산다?

•   금융사: 하나증권 내부감사서 드러난 임원 ‘배임’…단순 횡령보다 처벌 수위 높을까

•   공정위: [단독] "공정위 직원 상대로 담합 폭리"...간 큰 주차장들

•   공정위: 덩치 너무 커진 플랫폼들...칼 빼든다고 무릎 꿇을까

•   개보위: 개인정보위원장에 고학수 서울대 교수

•   개보위: 개인정보위, 공공기관 개인정보 관리 실태 점검

•   보훈처: 보훈부로 위상 높아진다…조직·권한 커지고 장관은 국무위원

•   기재위(장혜영): 한은 정책금융으로 은행만 횡재…이자 장사로 5년간 2.5조 이익

•   기재부: 추경호 “내년 상반기까지 어려움 지속…외환위기 가능성은 매우 낮아"

•   기재부: 인력 줄인다던 공기업도 요지부동

•   기재부: 벤처투자 찬바람에…추경호 "세제혜택 검토"

•   기재부: [단독] 기재부, 민주화운동사업회 인력 감축 압박 논란

•   기재부: 성과급 연동 '공기업 경영평가' 틀 바뀐다…재무성과 배점 2배로

•   국세청: [단독] 국세청, MBC에 세무조사 칼 뺐다…YTN도 조사

•   국세청: [단독]기본권 침해 논란에도 국세청 ‘일괄조회’ 남발

•   한은: 고금리 시대…기업은 채권→대출, 가계는 주식→예금

•   한은: “한은, 커뮤니케이션 신중해야”…비판 커지는 이창용 ‘조건부 금리인상 소통법’

•   거시경제: 물가 두달째 둔화? 서민은 허리 휜다…통계청 조사품목 80%가 상승

•   거시경제: 소아·산부인과 없는 지방…저출산 기름 붓는다

•   산자위: 규제개혁 논란 '대형마트 의무휴업 폐지' 국감장 오른다

•   산자위(구자근): [단독] 文정부 5년간 신재생 외친 이유 있었다…수도권 4% 줄어든 사이, 호남 되레 11%↑

•   산자위(김회재): "한은 빅스텝땐 가구 이자부담 54조로 증가"

•   산자위(박수영): [단독] 中에 풍력사업권 팔아 7200배 수익 낸 교수, 현재 80억대 국가사업 총괄

•   산자위(송기헌): 반도체-車 등 국가핵심기술, 해외유출 5년간 36건 적발

•   산자위(양금희): [단독]‘ESS 의무화’ 5년 지났는데…公기관 도입률 20% 불과

•   산자위(양향자): [단독]산자부 퇴직 고위공무원 2명 중 1명 산하기관行…‘관피아’ 관행 여전

•   산자위(이용선): [단독] ‘세일즈 외교’라더니 ‘투자 내역’ 물으니 “해당사항 없음”?

•   산자위(최형두): IRA 책임 공방 속 최형두는 왜 "미 의원들 만나자" 외치나[인터뷰]

•   산자위(한무경): [단독] 알바보다 못버는 편의점 사장…文정부 때 11→30% 급증

•   산업부: [단독] 에어컨도 못 켜나…내년 50% 폭등 '전기료 포비아'

•   산업부: 4인 가구 전기료, 이달 4만2500원→내년 5만8000원…요금 고지서 보기 겁난다

•   산업부: 전기료 올려서 에너지 수입 줄이겠다는 정부

•   산업부: 美英日 산업용 전기 소비 줄이는데…韓은 되레 5배 늘어 'OECD 2위'

•   한수원: [단독] 원전 최후의 보루 발전기, 비상 시 '무용지물' 우려

•   경제단체: 중견기업도 ‘흐림’ 4분기 경기전망 ↓

•   비금융사: 日 "미친 짓" 비웃음에도 꿋꿋…삼성전자 '파격 행보'

•   비금융사: [단독] 삼성전자, 사상 첫 외부감사인 경쟁 PT로 뽑는다

•   비금융사: [단독]삼성전자 본사 다시 서초로...이재용 '뉴삼성' 깃발 올린다

•   비금융사: "메모리 업황, 내년 하반기에는 회복할 것"

•   비금융사: 원화값 하락에 원유 감산…항공업계 이중고

•   비금융사: CATL 6%P 뛸때 K배터리 8.5%P 뚝…日은 9조 보조금 '협공'

•   비금융사: 북미 12개 공장 신설에 23조 쏟는데…킹달러發 추가 부담 '눈덩이'

•   비금융사: [단독]미국서 유턴한 마켓컬리, 밸류 급락에 'IPO 철회' 가닥

•   비금융사: 애플 아이폰 韓 부품 원가 비중 감소…美 약진

•   비금융사: 치솟는 환율에 두산 계열사 '희비'

•   비금융사: 컨테이너운임 60% 추락…정유사는 하반기 영업익 '반토막'

•   비금융사: SK하이닉스 ‘1억화소 이미지센서’ 개발…삼성·소니 턱밑 추격

•   비금융사: [단독] 네이버, 美서 '도서 플랫폼' 내놓는다

•   비금융사: 대우조선 노조 “경영진 임기 보장, 요구사항 아냐”

•   비금융사: 카카오모빌리티, 1년 만에 "노조와 대리운전 프로서비스 단계적 폐지 합의"

•   비금융사: 카톡 이모티콘도 멜론 이용권도…애플이 부른 ‘콘’플레이션

•   비금융사: 배민, 고객정보 관리 취약…국감장 오른다

•   비금융사: 3분기 스마트폰용 OLED 전년대비 46% 역성장 전망

•   비금융사: SK vs 롯데, 박터지는 ‘동박전쟁’ 온다

•   비금융사: “수소엔진, 승용차보다 건설기계 더 적합”

•   비금융사: 올해 10조원 흑자→내년 적자 전망… HMM에 무슨일이

•   비금융사: [단독] '김건희 멘토' 천공의 돈줄, 자산 9조 대기업 장금상선이었다

•   비금융사: [단독] 시멘트값 한발 물러선 레미콘, 10일 셧다운 피하나

•   비금융사: [단독]G마켓, 돈 안되는 새벽배송 사업 축소

•   국토위(유경준): '공시가 〉 실거래가'…역전 눈앞까지 왔다

•   국토위(유경준): 강남아파트 징벌稅 때렸더니…비명은 서울 외곽·지방서 터져

•   국토위(유경준): [단독] 도로공사 직원들, ‘요소수 대란’ 때 요소수 판매장려금 챙겼다

•   국토부: "공시가격 현실화는 무리한 정책 …'1기 신도시 플랜' 2024년 완료"

•   국토부: 7년째 1%대' 청약통장 이율 높인다.. 최저주거기준도 상향

•   국토부: 돌고 돌아 ‘타다’ 부활? 말처럼 쉽지 않은 이유

•   부동산원: 서울 가을이사 실종사건…"집값 하락폭 최대, 이젠 뉴스도 아냐"

•   부동산시장: 지금 서울 아파트 왜 사나'…외국인마저 등 돌렸다

•   환노위: 대우조선 불법파업 손배소 철회요구 野 외압이 아닐까요

•   경사노위: "노조 결의 따르면 어떤 행위라도 면책?…합리적이지 않다"

•   노동시장: 이걸요? 제가요? 왜요?…MZ '3요'에 임원도 떤다

•   외교통상: 韓 전기차 ‘운명의 한달’… 美, 차별 조항 손보나

•   외교통상: 北 7차 핵실험 강행하면 9·19 남북군사합의 파기

•   외교통상: "소·부·장 시즌2로 공급망 위기 대응해야"

•   외교통상: 美의원 "인플레법, 한국 얼굴 정면으로 한대 때린 격…수정해야"

•   행안위(송재호): [단독]일방 구조조정 안한다면서 “정원 줄여라” 압박하는 기재부…공공기관은 정원 감축 ‘눈치게임’ 중

•   행안부: 보훈부 격상·재외동포청 신설

•   법사위(김도읍): [단독]n번방·이석준 사건에…벌칙 강화한 개인정보法 추진

•   법무부: [탐사K/론스타ISDS]⑭ 가려진 판정문…“한국 정부가 익명화 주장”

•   검찰: 은행 지점장 낀 9천억대 불법 해외송금 덜미 잡혔다…사건 전말은

•   감사원: 총대 멘 감사원 덕에…‘윗선수사’ 부담 덜어낸 검찰

•   교육위(강득구): [단독] 수익 까먹어도 정부 재정지원 그대로… 사학 주식투자에 '브레이크' 없다

•   농해수위(이양수): 해상풍력발전 ‘우후죽순’ … 94%가 어업보호구역에 자리

•   농해수위(이양수): "농협 임직원 횡령 등에 6년간 608억원 피해…274억원 미회수"

•   복지위(신현영): [단독] 복지부, 사회보장시스템 허점 보고받고도 ‘9월 오픈’ 강행

•   질병관리청: 오후 9시 전국 2만1272명 확진…어제보다 6천여명 줄어

•   인권위: [단독] 인권위 “감사원 감사 도중 인권침해…직원 경고하라”

[Opinions]

•   Project Syndicate(Daniel Gros): The Stabilizing Effect of Inflation

•   Project Syndicate(Shang-Jin Wei): Liz Truss vs. the Bank of England

•   Project Syndicate(Akira Kawamoto): Japan’s Post-Abe Trust Crisis

•   Project Syndicate(Dalia Marin): Germany’s Emerging War Economy

•   Project Syndicate(Nick Butler): The State Is Taking Back Energy

•   Project Syndicate(Diane Coyle): Liz Truss’s Backward Vision of the Future

•   FT(Editorial Board): The battle for control of the global oil market

•   FT(Gillian Tett): Four flashpoints that could threaten financial stability

•   FT(Martin Sandbu): The economic policy paradigm shift continues apace

•   FT(Robert Armstrong): Mortgage bonds at the epicentre

•   FT(Terry Smith): Who is to blame for the latest pensions debacle?

•   FT(John Redwood): Central banks face recessionary dangers

•   WSJ(Editorial Board): The Saudis Snub Biden Again

•   WSJ(Walter Russell Mead): The Question on Putin’s Mind: Would We Risk New York to Keep Odessa Free?

•   WSJ(Joseph C. Sternberg): Germany Finally Says the F-Word: ‘Fracking’

•   NYT(Sam Bright): They Wanted to Blow Up Britain’s Economy, and Liz Truss Let Them

•   WP(Lawrence H. Summers): IMF-World Bank meetings are the last stop before a coming economic storm

•   WP(Eugene Robinson): Biden gave Mohammed bin Salman a fist bump. His reward? A gut punch.

•   WP(Greg Sargent): The Saudi snub of Biden is a disaster. Democrats must respond.

•   WP(Fareed Zakaria): What the West is still getting wrong about the rise of Xi Jinping

•   WP(Peter R. Orszag, Theodore Bunzel): Price caps on Russian oil aren’t ideal. But they’re our best option.

•   WP(Jason Willick): Biden’s instincts to avoid war are sound — even if Putin goes nuclear

•   Bloomberg(Editorial Board): Don’t Close the Doors to Russia’s Refuseniks

•   Bloomberg(Editorial Board): Credit Suisse Shows Banks Still Need More Capital

•   Bloomberg(Daniel Moss): This Imitation Currency Crisis Needs Work

•   Bloomberg(Tyler Cowen): The Coming Crisis in Europe: Will It Be Fiscal or About Energy?

•   Bloomberg(John Authers): Earnings Insights as OPEC+ Boosts Inflation; What Bond and the Beatles Share

•   Bloomberg(Marcus Ashworth): Bank of England Needs to Cook Its Monetary Porridge Just Right

•   Bloomberg(Javier Blas): UK Power Blackouts May Be Unavoidable This Winter

•   Bloomberg(Julian Lee): OPEC+ Cuts Are Just One Headache for Oil Markets

•   Bloomberg(Chris Hughes): UK Market Crisis Exposes Need for Sunlight on Pension Risk Transparency

•   Bloomberg(Clara Ferreira Marques): An Unhinged Putin and His Ukraine Failure Is A Warning to China and Xi

•   Bloomberg(Eduardo Porter): Brazil’s Election: Just Another Missed Chance?

•   MarketWatch(Michael Brush): Inflation is going to fall just as fast as it rose, and that's investors' cue to enter the stock market

•   파이낸셜뉴스(사설): 부동산 PF 부실 터지기 전에 막아야

•   법률신문(곽경직): 론스타 중재판정과 정부 대응의 문제