Global Economic Monitor 221010

(Introduction)

[Markets]

•   Global: Wall Street dives, oil surges as investors prepare for more rate hikes

※   Wall Street ends over 2% lower after robust jobs report

※   Oil up more than 3% to 5-week high

※   Dollar, Treasury yields tick higher

•   Gasoline: Gas Prices in U.S. Rise for a Second Week After Refineries Shut Down

•   Natural gas: Europe Gas Posts Weekly Loss as Traders Await Price-Cap Clarity

•   Metals: Copper extends losses on recession fears after U.S. jobs data

•   Grains: U.S. soybean, corn, wheat futures bounce after sell-off

[Indicators]

•   Global Sep. Food prices: Food Prices Drop Again, Easing Pain of High Grocery Bills

•   US Aug. Consumer credit: US Consumer Borrowing Rises More Than Forecast on Credit Card Use

•   US Sep. Wholesale inventories: U.S. wholesale inventories unrevised in August

•   US Sep. Nonfarm payrolls: U.S. Economy Added 263,000 Jobs in September, Labor Market Shows Signs of Cooling

※   The labor market isn’t easing as fast as the Fed wants to meet its inflation target

※   WSJ: September Jobs Report Shows Slower Wage Gains

※   WSJ: Unemployment Expected to Fall Further, Support Hawkish Fed

※   WSJ: Fed on Track for Another Large Interest-Rate Hike After Jobs Report

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

•   Eurozone Q2 House prices: Euro Area House-Price Gains Slow for First Time Since Pandemic

•   Germany Aug. Retail sales: German retail sales dip more than forecast in August

•   Germany Aug. Industrial production: German Production Falls as Higher Energy Prices Hit Manufacturing

•   UK Q2 Corporate insolvencies: UK Insolvencies Hit Highest Since 2009 With Jump in Energy Costs

•   UK Sep. Retail sales: UK Shops Saw Slowest Retail Sales Growth Since Pandemic Reopening

•   UK Sep. House prices: UK house price growth cools as rate rises pinch

•   China Sep. New economy index: Caixin China New Economy Index Climbs on Income and Job Growth

•   China Sep. Services PMI(Caixin): China Services Activity Drops as Covid Lockdowns Curb Spending

•   Japan Aug. Household spending: Japan household spending jumps 5.1% in Aug. with virus curbs lifted

•   Japan Aug. Real wages: Japan real wages fall for 5th month in August

•   Japan Sep. Foreign reserves: Japan's forex reserves drop by record $54bn following intervention

•   Russia Sep. CPI: Russian consumer inflation slows to 13.7% yr/yr in Sept, picks up m/m

•   Taiwan Sep. Balance of trade: Taiwan September exports drop for first time in two years, outlook poor

•   Ukraine Q3 GDP: Ukraine's economy shrank by 30% in first three quarters of 2022

[World]

•   WSJ: Biden Warns of Growing Nuclear Risk as Ukraine Slams Russia for Drone Use

※   U.S. sees no new sign that Putin is preparing to use a nuclear weapon, officials say, as Kyiv’s forces continue push to retake territory

•   WSJ: Russia’s Attacks on Ukrainian Dam, Power Stations Signal a Tactical Shift After Losses

•   WSJ: Crimea Bridge Explosion Disrupts Crucial Supply Route for Russian Forces

※   Russian officials blame Kyiv; Ukrainian officials have repeatedly threatened to hit the 12-mile bridge

•   WSJ: Attack on Russia’s Kerch Bridge Hits Crucial Link for Crimea and Troops

•   WSJ: Russia Scrambles to Reconnect Supply Lines to Crimea After Bridge Explosion

•   WSJ: Himars Transform the Battle for Ukraine—and Modern Warfare

•   WSJ: BAE, U.S. in Talks to Restart M777 Howitzer Production After Ukraine Success

•   WSJ: U.S. Restricts Semiconductor Exports in Bid to Slow China’s Military Advance

※   New rule requires chip makers to obtain license from Commerce Department to export advanced chips and chip-making equipment

※   U.S. Department of Commerce: Commerce Implements New Export Controls on Advanced Computing and Semiconductor Manufacturing Items to the People’s Republic of China (PRC)

•   WSJ: Fed’s Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn

•   WSJ: Midterm Report Card on Biden Economy Clouded by OPEC, Fed Moves

•   WSJ: Midterm Elections 2022: How Economic Concerns Are Shaping the Vote

•   WSJ: Congress Likely to Change Rules for IRA Catch-Up Contributions

•   WSJ: U.S. Rewrites Digital Privacy Rules for Europeans to Keep Data Flowing

•   WSJ: As Europe Caps Energy Bills, the Merits of Price Controls Get Another Look

•   WSJ: Paris Cuts the Lights to Save Energy. Will It Help?

•   WSJ: Iran Protests Reignite as Universities, Schools Reopen

•   WSJ: Iran Protests Are Proving a Durable Challenge to the Islamic Republic

•   WSJ: U.S. Sanctions Shipping Firm, Individuals for Alleged Oil Exports to North Korea

•   WSJ: Venezuela’s U.S. Creditors Take Small Comfort From Sanctions Relief

•   WSJ: Solar Rollout Rouses Resistance in Europe’s Countryside

•   WSJ: September’s Stock-Market Woes May Bode Well for October

•   WSJ: A Jittery Stock Market Heads Into Earnings Season

•   WSJ: Electric-Vehicle Makers and Suppliers Drive Into a Stormy IPO Market

•   WSJ: London Metal Exchange Floats Russian Metal Ban

•   WSJ: Credit Suisse Ramps Up Efforts to Strengthen Finances

•   WSJ: Bank of America to Pay $1.84 Billion to Settle Last Major Mortgage-Crisis Suit

•   WSJ: Memory Chip Makers Struggle With Declines in Demand, Price

•   WSJ: Strong Dollar Pressures U.S. Manufacturing Rebound

•   WSJ: Elon Musk Got More Time to Close Twitter Deal, Not More Options

•   WSJ: Elon Musk’s Monster Week of Juggling Twitter, Tesla and SpaceX

•   WSJ: Nissan Presses Partner Renault to Sell Down Its Stake

•   WSJ: Rivian Recalling Nearly All of Its Vehicles

•   WSJ: Not Ready to Go Full EV? Some Car Companies Bet Bigger on Hybrids

•   WSJ: FTC Pares Back Lawsuit Targeting Meta Platforms’ Bid for Virtual-Reality Company

•   WSJ: Meta’s Virtual Reality Meets Facebook’s Harsh Real World

•   WSJ: More Businesses Want to Hire People With Criminal Records Amid Tight Job Market

•   NYT: ‘They Are in a Panic’: Ukraine’s Troops Size Up the Enemy

•   NYT: Its Army in Retreat, Russia Strikes Multiple Ukrainian Cities

•   NYT: As Ukraine Forces Press Offensive, Front Line Is Shifting Fast

•   NYT: Biden Warns Inflation Will Worsen if Republicans Retake Congress

•   NYT: Biden Visits IBM to Promote Investments in U.S. Semiconductor Production

•   NYT: The Mixed Blessing of a ‘Strong Dollar’

•   NYT: Europe’s Energy Crisis Exposes Old Fault Lines and New Power Dynamics

•   NYT: A Distracted Russia Is Losing Its Grip on Its Old Soviet Sphere

•   NYT: China Is the Wild Card in the Energy War With Russia

•   NYT: Covid Defies China’s Lockdowns, Creating Chaos Ahead of Top Meeting

•   NYT: China’s Communist Party Congress: What It Means for Business

•   NYT: Binance Blockchain Hit by $570 Million Hack, Exposing Crypto Vulnerabilities

•   NYT: This Is Life in the Metaverse

•   NYT: Decades of Nuclear Reactor Strikes Predate Ukraine Power Plant Crisis

•   WP: Putin confronted by insider over Ukraine war, U.S. intelligence finds

•   WP: Biden’s rescue plan made inflation worse but the economy better

•   WP: Few Americans get new covid booster shot ahead of projected winter surge

•   WP: Why the world is worried about Russia’s ‘tactical’ nuclear weapons

•   FT: EU leaders say they are moving closer to joint action on energy

•   FT: EU payments for Russian fuel since war reach beyond €100bn

•   FT: EU urges US to rethink tax breaks in landmark green legislation

•   FT: Confidence slumps around the globe as cost of living crisis bites

•   FT: The new oil war: Opec moves against the US

•   FT: Oil shocks versus banking crises

•   FT: Inflation’s slow grind down

•   FT: Kremlin backers openly target Russia’s generals for battlefield setbacks

•   FT: German police open probe into sabotage of rail system

•   FT: Scholz’s Social Democrats set to secure victory in Lower Saxony

•   FT: France reassures UK on maintaining winter electricity flows

•   FT: How the cost of living crisis is squeezing UK households

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

•   FT: Liz Truss vetoed campaign urging UK public to cut energy usage

•   FT: Energy crisis drives Liz Truss’s stance on EU relations

•   FT: BoE deputy governor says mini-Budget had ‘material’ impact on economy

•   FT: Sturgeon under pressure on independence ahead of SNP conference

•   FT: Covid infections rise in England and double in Northern Ireland

•   FT: Truss overrules Kwarteng on number of UK investment zones

•   FT: UK and France to take joint control of Sizewell C nuclear plant

•   FT: UK looks to cap renewable electricity generator revenues

•   FT: How Liz Truss is out of sync with the British public

•   FT: Soaring mortgage rates will pile pressure on property market

•   FT: Republicans weaponise US mortgages in pre-midterms push

•   FT: Opec oil production cuts bad for global economy, says Yellen

•   FT: China’s chip industry set for deep pain from US export controls

•   FT: Sri Lanka debt talks with China a test of creditor appetite for bailout

•   FT: Surprise São Paulo victory revitalises Bolsonaro’s re-election bid

•   FT: Chile’s leftist government surprises with spending squeeze

•   FT: ‘North Korea has already won’: US urged to abandon denuclearisation ‘farce’

•   FT: How bond market mayhem set off a pension ‘time bomb’

•   FT: Is the ‘crypto winter’ melting into spring?

•   FT: Wall Street banks slash $34bn from earnings forecasts for big companies

•   FT: TikTok staff push ahead with work councils

•   FT: Twitter deal tests banks’ resolve as they brace for big losses

•   Bloomberg: Central Banks Shift Billions to Cash Readying for Intervention

•   Bloomberg: Central Banks Plow On Hiking Rates Despite Pivot Talk

•   Bloomberg: Old Debt Lessons May Come in Handy for These Economies

•   Bloomberg: Summers Urges Fed to Keep Tightening, Even as ‘Collision’ Looms

•   Bloomberg: Fed’s Williams Sees Rates Heading to Around 4.5% to Cool Prices

•   Bloomberg: Fed Officials Won’t Relent on Path to 4.5% and May Move Higher

•   Bloomberg: El-Erian Blames Fed for ‘Very High’ Risk of a Damaging Recession

•   Bloomberg: US to Step Up Crackdown on Wall Street, Tech Consumer Issues

•   Bloomberg: White House Says North Korea Nuclear Talks Offer Still on Table

•   Bloomberg: Secrets of Why Ukraine's Army Is Better Than Vladimir Putin's Russian Military

•   Bloomberg: NATO Once Feared a Putin Victory; Now It Worries Over His Defeat

•   Bloomberg: Euro-Zone Prices Driven More and More by Demand, ECB Study Says

•   Bloomberg: EU Eyes New Sanction Power to Target Third-Country Firms, People

•   Bloomberg: ECB’s Nagel Wants Significant Rate Hikes to Fight High Prices

•   Bloomberg: ECB’s Lane Is Meant to Lead Policy But Keeps Losing the Argument

•   Bloomberg: Olaf Scholz Gets a Tough Lesson in What It Means to Run Germany

•   Bloomberg: Italy’s Meloni Scrambling to Fill Key Posts With Clock Ticking

•   Bloomberg: France Mulls New Uranium Plant to Cut West’s Reliance on Russia

•   Bloomberg: BOE’s Nightmare Scenario Came to Life as UK Markets Crashed

•   Bloomberg: Kwarteng Heads to IMF With Alarm Bells Recalling 1976 Bailout

•   Bloomberg: UK Will Need to Cut 200,000 Jobs to Avoid Debt Spiral

•   Bloomberg: UK Hiring Plans Grind to a Halt With Recession Concerns Rising

•   Bloomberg: Xi Convenes Final Party Meeting Before Leadership Congress

※   Event brings Chinese leader one step closer to third term

•   Bloomberg: China’s Holiday Spending Slumps as Consumer Demand in Asia Slows

•   Bloomberg: China’s Tolerance for Xi’s Unyielding Covid Fight Is Cracking

•   Bloomberg: China Hails Elon Musk’s Proposal for Taiwan Unification

•   Bloomberg: Taiwan to Pledge More Economic Resilience, Democratic Ties

•   Bloomberg: Taiwan Tensions Spark New Round of US War-Gaming on Risk to TSMC

•   Bloomberg: Why Did Saudi Arabia Defy Biden to Keep Oil Prices High

•   Bloomberg: India Plans Phased Central Bank Digital Rupee Launch

•   Bloomberg: Erdogan Vows to Cut Rates to Support Investors Ahead of Vote

•   Bloomberg: IMF Approves Argentina Loan Review, to Disburse $3.8 Billion

•   Bloomberg: Bolsonaro Biting His Tongue to Seek Edge in Brazil’s Runoff

•   Bloomberg: Economists See Argentina Inflation Surpassing 100% by December

•   Bloomberg: Inflation, Peso in Focus as Risks Mount in Marcos’s Early Days

•   Bloomberg: Commodities Roared Into New Quarter. Now Comes the Hard Bit

•   Bloomberg: ECB Steps Up Pressure on Banks to Exercise Bonus Caution

•   Bloomberg: Shutting Off Fed ‘Money Printer’ Leaves Bitcoiners Out of Sorts

•   Bloomberg: Era of Peak Yields Signals Entry Point for Emerging-Market Bets

•   Bloomberg: Bond Traders Follow Fed’s Lead With No Let-Up in Inflation Fight

•   Bloomberg: Seething Biden Administration sells 10.150 million barrels of reserve crude

•   Bloomberg: Supply Chain ‘Normal’ Appears on Horizon, With Sights Set on March

•   Reuters: World Bank chief says will keep 'intense' focus on addressing climate change

•   Reuters: What's a supercomputer? How the U.S. will decide who to punish with China tech curbs

•   Reuters: China's holiday home sales fall 37.7% year over year, survey shows

•   Reuters: Erdogan and Putin discuss improving ties, ending Ukraine war

•   Reuters: Oil target cuts free up capacity in case of crises, OPEC head says

•   Reuters: Analysis: Musk's Twitter bid heads for case study immortalization

•   Reuters: Analysis: Defeats in Ukraine stoke crisis for Vladimir Putin

•   Reuters: Analysis: Chip industry rethinks Taiwan risk after Pelosi visit but options limited

•   Reuters: Analysis: Dollar's gains spell earnings pain for U.S. companies

•   CNN: Made in America is back, leaving US factories scrambling to find workers

•   CNBC: We should ‘fight the Fed’ because it is fallible, investment advisor says

•   CNBC: Germany’s relief plan could trigger a UK-style bond meltdown in euro nations

•   CNBC: Wharton’s Jeremy Siegel says today’s biggest threat isn’t inflation — it’s recession

•   CNBC: Dr. Fauci: A new, more dangerous Covid variant could emerge this winter

•   MarketWatch: Why stock-market bulls keep falling for Fed ‘pivot’ feints — and what it will take to put in a bottom

•   Fox Business: Barges grounded in Mississippi River as water levels approach record lows

•   SCMP: New China GDP estimate downgrades 2022’s economic growth to 3 per cent as global recession concerns mount

•   SCMP: As China’s cotton harvest begins, Xinjiang ‘forced labour’ law and global recession fears hobble demand

•   SCMP: China’s vocational college graduates find low pay, fierce competition the norm in tough job market

•   SCMP: For China, Malaysia’s digital economy is first stop in ‘value added’ campaign to bolster trade routes

•   SCMP: As young Chinese with ‘no desire to fight’ take pandemic path to adulthood, the impact will be felt for years

•   SCMP: Explainer: how are China’s top Communist Party leaders nominated?

•   SCMP: Chinese homeowners in a rush to clear mortgages early as consumers turn pessimistic over economic outlook

•   SCMP: Covid qualms in China dampen ‘golden week’ holiday spending

•   SCMP: China announces latest easing of foreign investment rules

•   Caixin: In Depth: Does China Really Need That Much More Coal-Fired Electricity?

•   Caixin: Five Things to Know About China’s Unused Government Bond Quota as New Stimulus

•   Nikkei Asia: Putin orders Russia to seize Exxon-led Sakhalin-1 oil and gas project

•   Nikkei Asia: iPhone 14 teardown reveals parts 20% costlier than previous model

•   Nikkei Asia: Taiwanese companies in China flocking to Southeast Asia: survey

•   Nikkei Asia: China's Oppo plots next step after smartphone sales ban in Germany

•   Economic Times: Nomura sees slowdown in FY24 India growth to 5.2%

[Korea]

•   대통령실: 尹 "복합위기 상당 지속…증권안정펀드 즉각 가동"

•   민주당: ‘여가부 폐지’ 제동 건 거대 야당대표

•   민주당: '재초환' 완화에 입다문 민주당

•   입조처: 국회입법조사처 "부모급여, 목적 불분명… 선별 지급으로 바꿔야"

•   정무위: [탐사K/론스타ISDS]⑮ ‘3천억 원 배상’ 놓고도 ‘비밀’…“누구 위한 ‘국익’인가”

•   정무위: “배달료 높다” 의원들 지적에… 배민 “정부서 가이드 달라”

•   정무위(민병덕): 소상공인 대출 연명...부실 뇌관 되나

•   정무위(박성준): 부동산 PF대출 부실 우려 속 보험사 PF대출 10년새 10배로

•   정무위(박성준): [단독] HDC현산, 최근 5년간 하도급법 관련 공정위 시정조치 5번 받아

•   정무위(양정숙): 양정숙 의원 “스타벅스 선불충전금 고위험 상품에 투자됐다…부적절”

•   정무위(윤영덕): 고령층 대상 불완전판매 늘었다…민원 10명 중 3명은 60세 이상

•   정무위(윤창현): "시장조성자 거래비중 2% 그쳐…稅혜택 늘려야"

•   정무위(윤창현): 다중채무 땐 개인회생, 일시 연체 땐 신속채무조정 바람직

•   정무위(윤창현): 인사 적체에…금감원 4명 중 1명 '무보직'

•   정무위(윤창현): 네카오, 계열사 확장…결국 내부거래 확대

•   정무위(윤창현): 금감원 분쟁조정 '하세월'…은행 분쟁 처리에 1년 걸려

•   정무위(윤한홍): 태양광 사모펀드 2곳, 투자금 못 돌려줬다

•   금융위: "주식 리딩방, 금융위 조사권 활용해야"…거래소 건전증시포럼

•   금융위: 론스타 최종판정문 속 모피아의 이해상충[전성인의 난세직필](6)

•   금감원: 태양광 대출·펀드 22.7조…서민금융 비중 높아 부실 우려

•   금감원: NH선물 7조원대 '수상한 외화송금'

•   금감원: 사모펀드 부실판매 책임, 농협은행에 과태료 4억원

•   금감원: 금감원 '부실 우려' 태양광 대출·펀드 점검 확대

•   증선위: 증선위 "공매도 연계 불공정거래 기획조사 강화…제도 개선 추진"

•   주금공: 주금공, 4억까지 전세대출 보증…기존 2억서 두배 높여

•   주금공: 안심전환대출 13일간 2조5천309억원 신청…공급액의 10.1%

•   산은: "제보자 색출하겠다"…반성 없는 산업은행

•   금융시장: 코스피 소폭 하락 마감…코스닥은 700선 밑으로

•   금융시장: '악재 선반영' 매수 의견…삼성 주가는 '내년' 향해 달린다

•   금융시장: 카카오 4형제 '대폭락의 날'…6분의1 토막에 개미들 '비명'

•   금융시장: ‘10대종목’ 열심히 산 동학개미, 100명중 95명이 손실

•   금융시장: 상장사 10개중 1개는 1년간 주가 '반토막'…"더 악화할 것"

•   금융시장: 3개월 원화가치 하락폭, 31개 통화 중 3번째

•   금융시장: 15억 넘는 고가주택, 대출받기 힘드네…건당 1억2900만원

•   금융시장: 회사채 시장 꽁꽁…기업 대출 한달새 7.5조 급증

•   금융시장: 이자부담에 기업대출도 고정금리로 몰린다…비중 30% 돌파

•   금융시장: 특판 뺨치는 고금리… 이제는 흔해진 4%대 정기예금

•   금융시장: “시중은행에 추월당했는데”… 저축은행, 예금 금리 올리기도 어렵다

•   금융시장: 제2레고랜드 우려'…1조 넘는 지자체보증 증권시장 신뢰 '흔들'

•   금융시장: [단독] 유명 연예인 앞세운 S코인 사기에 발행사도 연루 의혹

•   금융사: 신한은행, 산업부-금감원 사업재편제도 파트너쉽 기관 참여

•   금융사: 산은부터 이지스·EY한영까지…국회 앞 西여의도 떠난다

•   금융사: [단독] '우리은행 707억 횡령범' 부모·지인에 준 189억 찾으러…檢, '1심 환송' 특별항소

•   금융사: '대출의 진리' 보금자리론 쪼그라드는데…이 은행만 늘렸다

•   금융사: [단독]“은행이 금융사기 예방? 오후 6시 이후 안 합니다”

•   공정위: 공정위, 정책·조사기능 분리 추진

•   국조실: 정부 태양광 비리조사…범부처 차원 TF 가동

•   권익위: [단독] "탈탈 털어놓고 또?"…'감사 종료'라면서 권익위 직원 추가 조사

•   권익위: [단독] 감사원, 전현희 대면조사 나선다…'일정 조율 중'

•   권익위: [단독] 권익위 주문에도…인천경찰청, 옛 롯데百 42층 신축 반대 고수

•   기재위(강준현): 38만가구, 집 등 자산 팔아도 빚 못 갚는다…69조원 '시한폭탄'

•   기재위(강준현): "작년 조세회피처 투자 100억달러 넘어…전체 해외투자의 15%"

•   기재위(김상훈): 작년 국민 1인당 세금부담 1천199만원…2017년 이후 300만원↑

•   기재위(김주영): 금융위 산하기관 7곳 5년간 자산 6600억 판다 [공공기관 구조개혁 논란]

•   기재위(김주영): [단독] 외국인 고액 체납자, 절반은 한국 떴다... 구멍 난 과세망

•   기재위(송언석): 종부세 세부담 증가 비율로는 하위 50%가 상위 50%의 2배

•   기재위(양경숙): 외국인, 2015년 이후 전국 아파트 매수 3만건…중국인이 62%

•   기재위(이수진): '국유재산' 서울 아파트 13채, 2014년 한 명에 '반값 매각' [공공기관 구조개혁 논란]

•   기재위(장혜영): 2분기 숙박음식업 자영업 대출잔액 26.3% ↑

•   기재위(한병도): [단독] 한은 해외사무소, 직원 1인당 年 0.3건 조사연구…“감사원 처분도 무시”

•   기재위(홍성국): [단독]정부, 대외경제협력기금 35년간 민간 투자 실적은 5건뿐

•   기재위(홍성국): “접대비 지갑 닫은 상위 1% 대기업, 수입은 17% 늘었다”

•   기재부: '벌칙과세' 낸 기업 1500곳…"투자효과 없고 세부담 늘어"

•   기재부: [세종풍향계] 경제정책국장 ‘직무대행’ 떼는데만 5개월 걸린 속사정은

•   한은: 8월 경상수지 30.5억달러 적자…넉달만에 다시 적자 전환

•   한은: 에너지 수입 늘고 관광적자 커지고…韓 기초체력 '흔들'

•   한은: 한은총재 "IMF에서 한국 외환보유액 적다는 사람 없다"

•   한은: 한은, 12일 금통위서 '빅스텝' 유력

•   한은: 시장 관심은 11월 금통위…"11월도 50bp 인상 예상"

•   한은: 한은 해외사무소, 직원 1인당 ‘조사연구’ 연간 0.3건

•   한은: 한은 "시진핑 3연임땐 中 경기부진 심화…한국 타격 불가피"

•   거시경제: "경기침체 없인 물가 못잡는다"…단언한 로즌그렌 前 총재

•   거시경제: 서비스 물가 21년만에 최대 상승… “인플레이션 전부문 확산”

•   산자위(구자근): "해상풍력단지 조성으로 어민 12만명 피해 영향권"

•   산자위(권명호): LNG운반선 '귀한 몸'…1년새 가격 20% 급등

•   산자위(신영대): [단독] 손실보상 누적 미수령 6,579억 원..."적극 조치 필요"

•   산자위(양금희): 제 역할 못하는 국가산단, 생산-고용-수출 모두 줄어

•   산자위(정일영): 전기료 체납호수 줄고, 체납액은 37% 늘었다

•   산자위(홍정민): [단독] 태양광 '묻지마 계약' 후 관리는 뒷전... 지난 5년간 396건 해지

•   산업부: [단독] 동해안에 석탄발전소 막 짓더니…전력망 미비로 '돈먹는하마' 전락 우려

•   산업부: [단독] 새 발전소 개점휴업…동해안發 송전 대란, 전국 확산 우려

•   산업부: 풍력발전 ‘경쟁입찰제’ 날개 단다

•   한전: [단독] 전력설비 경제성, 탄소중립 기준 맞춰 다시 들여다본다

•   한전: 美·日은 정부가 전력망 주도 vs 韓, 공기업 적자로 엄두못내

•   한수원: “한겨울 원전 풀가동… 내년 1월 25기 중 24기 돌릴 것”

•   공기업: 공기업직원 집살땐 1% 저금리에 억대 대출…이러니 '신의 직장'

•   비금융사: 삼성전자 3분기 '어닝쇼크'

•   비금융사: 고부가 '서버 D램'마저 부진…삼성, 반도체 이익 석달새 4조원 감소

•   비금융사: "메모리 반도체값 하락 내년 말까지 갈 것"

•   비금융사: 삼전 하이닉스 美규제 칼끝 피했지만…칼날 심사는 여전히 부담

•   비금융사: 삼성전자, ARM 인수 무산?…이재용, 대형 M&A 속내는

•   비금융사: '뉴삼성' 컨트롤타워 부활할까... 이재용 12일 준법위 참석할듯

•   비금융사: LG전자, TV판매 부진…車전장 개선은 위안

•   비금융사: [단독] 삼성, 세계 반도체 매출 1위 TSMC에 내줬다…'경고등'

•   비금융사: ‘인텔 인사이드’ 처럼 ‘TSMC 인사이드’ 뜬다

•   비금융사: '패키징' 세계 10위권에 한국 기업은 없다

•   비금융사: [단독] 글로벌 동박 전쟁…LG엔솔, 구매처 확 늘린다

•   비금융사: K조선 '부활 뱃고동'…수주 1위 탈환에 선박 가격도 최고

•   비금융사: 롯데케미칼·SK가스·에어리퀴드, 수소발전사업 합작사 세웠다

•   비금융사: "시멘트값 또 인상하면 다 죽어"…사상 초유의 사태 초읽기

•   비금융사: "무상감자는 쌍방울 대주주 위한 꼼수"…주주들 피눈물

•   비금융사: 2050년 세계 수소시장 3500조…승부는 특허에서 갈린다

•   비금융사: 쌍용차 미끼로 주가조작…에디슨모터스 회장 구속

•   비금융사: '이라크 부실 뇌관' 정리한 한화

•   비금융사: 전기료·원부자재값까지 올라… 철강업계 한숨 커진다

•   비금융사: OPEC+ 감산에 경·등유 수요 증가… 정유사 반사이익 보나

•   비금융사: 강달러에 시름하는 페인트업계, 가격인상 또 꺼낼까

•   비금융사: 레미콘 현장 셧다운 유보…"시멘트사와 협상"

•   비금융사: 올해 음식점 4만곳 폐업… “중고 넘쳐 멀쩡한 것도 고물상으로”

•   비금융사: 국감장 그 뭉뚱그린 답변, 손짓·말투 하나까지… 로펌 ‘특훈’이었다

•   비금융사: LNG운반선 '귀한 몸'…1년새 가격 20% 급등

•   비금융사: 가스위기에 LNG터미널 베팅 시작됐다… 조선사 새 먹거리 기대

•   비금융사: [단독] 롯데 3세 신유열, 잠실 보틀벙커·롯데百 찾아… ‘몽쉘·처음처럼 새로’ 관심

•   비금융사: 스테이크 두덩이에 1만7천원…끝없는 '반값의 진화'

•   비금융사: [단독] "반년도 안돼 2000곳 증발"…전국 동네세탁소 실종사건

•   비금융사: "한국은 후진국" 탄식…삼성 말고 키워야 할 곳 따로 있다 [강경주의 IT카페]

•   국토위(김병욱): '타다 금지법' 혼쭐 나고도…여야, 이번엔 부동산 '직방 금지법' 발의

•   국토부: 인기 없어 수의계약으로…GTX-B노선 2024년 착공한다는데

•   국토부: [르포]자율주행차 안전할까? 실험도시 K 시티 가보니

•   국토부: "이럴거면 왜 미리 발표했나"…행복주택 공급일정 줄줄이 연기

•   국토부: "집 안 팔려 이사 못 가"... 정부, 연착륙 대책 만지작

•   국토부: ‘심야 기본 요금 1만원’ 정부 대책, 택시 공급 늘어날까…“호출료 올라도 유인책 미미”

•   부동산원: 서울아파트 매매지수 22주째 하락…세종은 소폭 반등

•   부동산원: '2030 내집 영끌' 4분의 1로 확 줄었다

•   부동산시장: “그냥 빨리할 걸”… 지방 분양 쏟아내며 미분양 걱정인 건설사들

•   부동산시장: "새 성장동력"…데이터센터에 힘주는 건설사

•   부동산시장: “2030년엔 30조 황금알”… 리모델링 시장 공들이는 건설사

•   부동산시장: “부동산 소유현황 좀 보여주세요”… 깡통전세 우려에 복잡해진 임대차시장

•   부동산시장: [단독] 대출없이 27억 썼다...강남 재건축 싹쓸이한 2030

•   부동산시장: “불패라더니”… 집값, 신축부터 떨어지는 이유 세 가지

•   고용부: [단독] 고용지원 받은 고령자 5명 중 4명 소기업 취업… ‘쏠림’ 심각

•   환경부: 줄줄 새는 전기차 보조금…중국산 트럭 반값에 사서 중고로 되판 차익이

•   환경부: 전기차 보조금, 13개 도시선 이미 동났다

•   노동시장: [NOW] 대졸자 비중은 1위, 고용률은 최하위권

•   노동시장: [NOW] 공공일자리는 70대, 경비는 50대 선호… 서러운 60대 구직자

•   노동시장: "베이비시터만 月 400만원인데…100만원 준다고 아이 낳겠나"

•   외교통상: 제임스 스타브리디스 부회장 "러시아, 6개월~1년 더 전쟁 지속…우크라는 제2 한반도 될 것"

•   외교통상: 北 ‘미사일 언제 어디서든 쏜다’… 보름새 6곳서 7번 도발

•   행안위(오영환): PF대출 10조 늘린 새마을금고 '부실 경고등'

•   행안위(정우택): [단독]서울시, 태양광시설 설치에 혈세 1300억원 투입… 文정부 5년간, 박근혜정부 4배 예산

•   경찰: [단독] 대장동 잊었나…금융정보분석원(FIU) 사건 송치 여전히 저조

•   경찰: [단독] 유명 연예인 앞세운 S코인 사기에 발행사도 연루 의혹

•   경찰: [단독] "방역지원금 받으세요"…순식간에 수천만원 털렸다

•   법사위(이탄희): [단독] 한동훈 '이민청' 설립한다더니…관련 예산 오히려 줄어

•   검찰: 빗썸 관계사 압수수색… 검찰 “경영진 횡령 정황 포착”

•   감사원: [단독] "고래사냥을 하라" 유병호가 내부 문건서 밝힌 '유병호 스타일'

•   과방위(고민정): "원전 부품 1천541개, 최장 4년6개월 납품 지연"

•   방통위: 방통위, 애플에 '긴급구조 위치정보 제공' 재요구하기로

•   문체위(유정주): [단독] 단 1번 협의…여가부 폐지→복지부 흡수, 협의 기록도 없다

•   농해수위(이원택): 이원택 "농협금융, 중도상환수수료로 7년간 8천700억 챙겨"

•   복지위(김원이): 연금 기금위 정부위원 참석률 저조… 산업부 차관, 3년간 출석 ‘0’

•   복지부, 산업부:복지부 - 산업부, 디지털헬스케어 밥그릇 싸움

•   질병관리청: 독감 환자 45% 늘고 코로나 감소세는 둔화… '트윈데믹' 우려에 긴장

•   질병관리청: 오후 9시까지 전국 8549명 확진…14주 만에 1만명 아래로

•   서울시: [단독] 서울 25개區 8년간 ‘어공’ 46%나 늘어

[Opinions]

•   Project Syndicate(Raghuram G. Rajan, Viral Acharya): Where Has All the Liquidity Gone?

•   Project Syndicate(Dambisa Moyo): Why Deglobalization Makes US Inflation Worse

•   Project Syndicate(Jacob Soll): Britannia Deranged

•   Project Syndicate(Eswar Prasad): The Global Recovery Winds Down

•   FT(Editorial Board): Liz Truss versus the ‘anti-growth coalition’

•   FT(Editorial Board): A new model for Chinese growth

•   FT(Rana Foroohar): The new rules for business in a post-neoliberal world

•   FT(Martin Sandbu): Central banks are risking the best jobs market in a generation

•   FT(Katie Martin): UK’s wake-up call on bond vigilantes

•   FT(Robin Wigglesworth): Sterling faces more pressure as difficulties mount for UK

•   FT(Tim Harford): Five ideas that might actually boost UK growth

•   FT(Satyajit Das): The risks from derivatives have morphed

•   FT(John Burn-Murdoch): Half a million missing workers show modern Britain’s failings

•   FT(Chris Miller): The US-China chip war is reshaping tech supply chains

•   FT(Rose Gottemoeller): Nuclear diplomacy with Russia could avert the threat of Armageddon

•   FT(Mel Stride): Kwarteng’s economic plan urgently needs a reset

•   WSJ(Editorial Board): Biden Riffs on Armageddon

•   WSJ(Editorial Board): Will Biden Embargo U.S. Oil?

•   WSJ(Editorial Board): Good Jobs Equal Bad Stocks, Alas

•   WSJ(Editorial Board): The U.N. Abandons the Uyghurs

•   WSJ(Editorial Board): Biden, Venezuela and the Oil Dictators

•   WSJ(Holman W. Jenkins, Jr.): Putin, Nuclear Weapons and My Emailers

•   WSJ(Andy Kessler): Blame Lockdowns on Silicon Valley

•   WSJ(Casey Michel): Putin’s Annexations May Cost Him Crimea

•   NYT(Paul Krugman): Tracking the Coming Economic Storm

•   NYT(Paul Krugman): Wonking Out: A Jobs Survey Full of Good News

•   NYT(Thomas L. Friedman): Putin and M.B.S. Are Laughing at Us

•   NYT(Peter Coy): Xi Jinping Is the Second Coming of Mao Zedong

•   NYT(Ross Douthat): From Moscow to Tehran, a Crisis of Illiberalism

•   NYT(Farhad Manjoo): In the Battle With Robots, Human Workers Are Winning

•   NYT(Adam Tooze): How the Fed Is ‘Shaking the Entire System’

•   WP(Editorial Board): How to recover from President Biden’s Saudi Arabia failure

•   WP(Catherine Rampell): The economy sure doesn’t look like it’s in recession (yet)

•   WP(Henry Olsen): Liz Truss displays limousine conservatism

•   WP(Michael R. Strain): Liz Truss’s economic plan caused a furor. But it’s actually sound.

•   Bloomberg(Jonathan Levin): Jobs Report: Labor Market Is Coming for Profit Margins — or Worse

•   Bloomberg(John Authers): Emerging Markets Defied This Crisis, But Beware Rich-World Recessions in 2023

•   Bloomberg(Javier Blas): The Price of Energy Security Requires More Than Just Spending

•   Bloomberg(Julian Lee): Oil Production Cut Could Be 10% Real, 90% Illusion

•   Bloomberg(Hal Brands): Biden’s Chip Limits on China Mark a War of High-Tech Attrition

•   Bloomberg(James Stavridis): Nord Stream Explosions Show the Deep Sea Is Now a Battleground

•   Bloomberg(Tobin Harshaw): How the War in Ukraine Changed American Attitudes to Foreign Policy

•   Bloomberg(Andreas Kluth): Europe Energy Crisis: Gas Price Cap Is Wrong Answer to This Emergency

•   Bloomberg(Bobby Ghosh): Biden Should Hit Saudi Arabia Over Oil Snub Where It Really Hurts

•   Bloomberg(Lara Williams): Liz Truss Already Has a Lot to Answer For

•   CNN(Gad Levanon): The Fed doesn’t have a choice anymore. Get ready for a recession

•   MarketWatch(Mark Hulbert): Could there be a stock market rally? Probably. Would it be the end of the bear market? Probably not.

•   MarketWatch(Dan Varroney): The U.S. needs a unified energy industry to deal with soaring oil prices, OPEC+ and climate change

•   Fox News(Carol Miller): America is driving Southeast Asia into the arms of China and it's dangerous

•   Reuters(John Kemp): China’s reliance on gas imports threatens security

•   매경(신현윤): 납품단가연동제, 시장경제 법리와 조화 이뤄야

•   동아(김용하): 연금개혁, 與·野 공동 추진이 답이다