Global Economic Monitor 221013

(Introduction)

[Markets]

•   Global: S&P ends lower, dollar loses ground after Fed minutes

•   UK: Pound rises as BoE indicates it may extend intervention

•   Japan: Yen falls into intervention zone with new 24-year low

•   Japan: Japan Bond Market Sets Record for No Trades

•   Natural gas: European Gas Gains as Traders Price In Russia’s War Risks

•   Coal: Europe’s Coal Price Jumps as South Africa Strike Curbs Supply

•   Metals: Aluminium spikes 7% after report of U.S. ban of Russian supplies

•   Grains: Soybeans rally after USDA cuts U.S. harvest outlook

[Indicators]

•   US Sep. PPI: U.S. Supplier Prices Increased in September, Maintaining Pressure on Inflation

※   Producer-price index gains remain high but have eased from steep advances recorded earlier this year

•   US Weekly Mortgage rates·applications(MBA): Demand for riskier home loans is high as interest rates soar

•   Eurozone Aug. Industrial production: Euro zone industry output rose in August much faster than expected

•   UK Aug. GDP: UK economy shrank in August as cost of living crisis bites

•   UK Sep. Consumer confidence: UK consumer confidence falls due to homeowner pessimism - survey

•   Japan Aug. Machinery orders: Japan's machinery orders post biggest fall in 6 months in blow to corp spending

•   India Aug. Industrial production: India IIP data for August out, industrial production shrinks 0.8%

•   India Sep. CPI: India’s September Inflation at Five-Month High on Food Costs

•   Russia Sep. Fiscal account: Russia’s Budget Surplus Is Nearly Erased as War in Ukraine Drags On

[World]

•   WSJ: Fed Minutes Show Concerns of More Persistent High Inflation

※   Officials last month revised up their expectations of future interest rate increases and said labor markets would need to weaken

※   Fed: Minutes of the Federal Open Market Committee, September 20–21, 2022

•   WSJ: How the Fed Might Slow Down

•   WSJ: Ukraine Appeals for More Support From West as Russia Resumes Strikes

•   WSJ: U.S., Allies to Help Ukraine Build Air Defense Against Russian Attacks

※   Pentagon envisions technically complicated project stitched together from different countries’ missile systems

•   WSJ: How Ukrainian Strategy Is Running Circles Around Russia’s Lumbering Military

•   WSJ: IMF Urges Governments Restrain Spending to Fight Inflation

※   IMF: Fiscal Monitor, October 2022

•   WSJ: Biden Says Very Slight Recession Is Possible, but He Doesn’t Anticipate One

•   WSJ: Federal Deficit Fell by $1.4 Trillion in Fiscal Year 2022, CBO Estimates

※   CBO: Monthly Budget Review: September 2022

•   WSJ: U.S. Sees ‘Decisive Decade’ Ahead in Competition With China, Russia

•   WSJ: U.S. Suppliers Halt Operations at Top Chinese Memory Chip Maker

※   Tool makers are pulling out staff and pausing work as they assess the impact of Commerce Department restrictions on semiconductor exports to China

•   WSJ: Amid U.S.-Saudi Tensions, Officials Say Military Ties Will Endure

•   WSJ: OPEC Slashes Oil-Demand Forecasts After Supply Cuts

※   OPEC: MOMR October 2022

•   WSJ: EU Readies New Proposals to Drive Down Energy Costs

•   WSJ: Iran’s Supreme Leader Rails Against Protesters

•   WSJ: Oil-Refinery Strike Grips France Amid Energy Crisis

•   WSJ: For South Korea, U.S. EV Subsidies Both Give and Take Away

•   WSJ: TikTok Parent ByteDance Plans Music-Streaming Expansion

•   WSJ: Logistics Deal Making Falters as Freight Demand Slows

•   WSJ: Toyota Starts Plant in Junta-Led Myanmar Over a Year After Coup

•   WSJ: Wind and Solar Farms Are Hard to Predict. Utilities Are Looking to Change That.

•   NYT: Biden’s National Security Strategy Focuses on China, Russia and Democracy at Home

•   NYT: Companies Hoarding Workers Could Be Good News for the Economy

•   NYT: Some Ukrainians Brace for Possibility of Russian Nuclear Strike

•   WP: Trump worker told FBI about moving Mar-a-Lago boxes on ex-president’s orders

•   WP: Election deniers march toward power in key 2024 battlegrounds

•   WP: Xi’s looming third term in China raises threat of war over Taiwan

•   FT: Bank of England ramps up bond buying as it fights fresh gilt sell-off

※   UK’s 30-year borrowing costs leapt to 5.1% before latest intervention by central bank

•   FT: BoE signals to lenders it is prepared to prolong bond purchases

•   FT: BoE sends mixed messages as it struggles to contain pension crisis

•   FT: The big problem for gilts: more sellers than buyers

•   FT: BoE says ‘lessons must be learned’ from UK pensions crisis

•   FT: BoE governor gambles by insisting bond-buying operation will end

•   FT: Putin suggests Nord Stream gas exports to Europe could be restored

•   FT: Germany blames Putin for pushing economy towards recession

•   FT: Truss under pressure from Tory MPs to rewrite ‘mini’ Budget

•   FT: Investors call for urgent clarity on level of UK energy windfall tax

•   FT: UK’s biggest rail union seeks mandate to continue strikes into spring

•   FT: Big UK regulators are struggling to adapt to post-Brexit roles, say MPs

•   FT: UK to miss net zero target without lifestyle changes, say peers

•   FT: ‘Fortress Beijing’ eliminates threats ahead of Communist party congress

•   FT: Kishida to prepare Japan defences for ‘any possible scenario’

•   FT: Argentines move abroad as economy deteriorates

•   FT: Industry body warns on property sector’s failure to cut emissions

•   FT: EDF nears cut-price deal for GE nuclear turbine unit with Russian contracts

•   FT: A self-inflicted lockdown’: the cost of living crisis puts lives on hold

•   Bloomberg: G-7 Pledges Greater Policy Cooperation as Risks Mount, Draft Communique Says

•   Bloomberg: US Core Inflation Seen Returning to 40-Year High as Rents Rise

•   Bloomberg: Kashkari Says Bar for Fed Policy Pivot on Rates Is ‘Very High’

•   Bloomberg: Bullard Becomes Wall Street’s Go-To Guy for Hint of a Fed Pivot

•   Bloomberg: Fed’s Barr Says Crypto Unlikely to Replace Traditional Money

•   Bloomberg: Fed’s Bowman Sees Sizable Rate Hikes on Table Unless Inflation Falls

•   Bloomberg: Inflation Is Top Priority in the US, Janet Yellen Says

•   Bloomberg: Yellen Worries Over Loss of ‘Adequate Liquidity’ in Treasuries

•   Bloomberg: Americans Will Pay the Most in 25 Years to Stay Warm This Winter

•   Bloomberg: US Cities Are Preparing for an Impending Recession, Survey Shows

•   Bloomberg: US Rent Growth Slows With Affordability Crunch Squeezing Tenants

•   Bloomberg: Summers Sees Stronger US Wage Pressures in Changed Labor Market

•   Bloomberg: Russia Sends More Fuel to Army In Ukraine Amid Mobilization

•   Bloomberg: ECB’s Lagarde Insists Euro Area Isn’t Currently in a Recession

•   Bloomberg: ECB Starts Talks on How to Shrink €5.1 Trillion Asset Hoard

•   Bloomberg: ECB Starts Clock Ticking to Shrinking €5.1 Trillion Asset Hoard

•   Bloomberg: ECB Neutral Rate Near 2% Can Be Reached in 2022, Holzmann Says

•   Bloomberg: BOE’s Mann Focused on Company Pricing Power to Gauge Inflation

•   Bloomberg: How Xi Rewrote China’s Rulebook to Build the Party Around Himself

•   Bloomberg: China Reaffirms Xi as Party’s Core Ahead of Leadership Congress

•   Bloomberg: Xi May Drop ‘Development First’ Slogan at China’s Party Congress

•   Bloomberg: Xi’s Vow to ‘Stand Tall’ Has China on Collision Course With US

•   Bloomberg: China Property Debt Woes Deepen on CIFI Payment Uncertainty

•   Bloomberg: China Trumpets Xi’s Covid Zero as the Only Way Before Communist Party Congress

•   Bloomberg: Taiwan Plans to Build New Warships to Counter China’s Pressure

•   Bloomberg: EU Agrees to Add New Sanctions on Iran Over Human Rights Issues

•   Bloomberg: German GDP Seen Shrinking Next Year on Soaring Energy Costs

•   Bloomberg: Kuroda Vows to Keep Easing to Back Still-Recovering Economy

•   Bloomberg: Myanmar’s Suu Kyi Jailed for 3 More Years on Corruption Charges

•   Bloomberg: Inflation Data Calling the Shots as Market Correlations Snowball

•   Bloomberg: Recession Tops Risk List as Wall Street Set to Report Earnings

•   Bloomberg: Yellen’s Endorsement Seals Seemingly Unstoppable Dollar Rally

•   Bloomberg: China Set to Import Brazilian Corn in Challenge to US Supply

•   Bloomberg: Applied Materials Cuts Forecast, Blaming China Export Curbs

•   Bloomberg: Chip Gear-Maker ASML Tells US Employees to Stop Working With Customers in China

•   Bloomberg: No Need to Blow Up TSMC in China War, Taiwan Security Chief Says

•   Bloomberg: Europe Lines Up Floating Power Plants to Bolster Winter Supplies

•   Bloomberg: Global Energy Storage Market to Grow 15-Fold by 2030: BNEF

•   Bloomberg: Xpeng’s Flying Car Hits the Skies for the First Time in Dubai

•   Bloomberg Businessweek: Biden Is Walking a Tightrope as the World Clamors for US Oil and Gas

•   Bloomberg Businessweek: Energy Crisis Pose a Political Risk for Biden in the US Midterm Elections

•   Bloomberg Businessweek: Germany Gas Crisis Dims Berlin’s Lanterns as Russia Cuts Fuel

•   Reuters: U.S. power use to reach record high in 2022 as economy grows, weather hotter -EIA

•   Reuters: Hydrogen uses to be determined by delivery methods

•   Reuters: Special Report: U.S. firm supplied networking tech to maker of Russian missiles

•   Reuters: Analysis: Worries over global financial stability mount as central banks tighten policy

•   Reuters: Analysis: Turbulent UK bond market may force BoE's hand again

•   Reuters: Analysis: Fearing war in Xi's next term, Taiwan bolsters defences

•   MarketWatch: Wall Street’s ‘fear gauge’ is flashing a warning that stocks could be about to fall off a cliff

•   Fox Business: Biden’s student loan handout cost $426 billion, boosted 2022 budget deficit to $1.4 trillion: CBO

•   SCMP: China’s talent war tussle as red tape, US tensions shrink labour pool amid ‘people decoupling’

•   SCMP: China’s rapid LNG expansions power its push to maintain energy security in the face of crises

•   SCMP: Despite China’s vows, market-reform progress remains ‘stagnated’, report finds

•   Caixin: Exclusive: China Revives Lending Tool to Stimulate Infrastructure Investment

•   Caixin: In Depth: Can Beefed Up U.S. Chip Restrictions Energize China's Local Tech Push?

•   Caixin: Analysis: Export Curbs Will Weigh on U.S. Firms as Chinese Customers Seek Reliable Alternatives

•   Nikkei Asia: Analysis: 'Little Hu' has chance to be premier but not Xi's successor

•   Nikkei Asia: Taiwanese exec warns of tech 'casualties' from U.S.-China row

[Korea]

•   대통령실: “노란봉투법’은 민노총 등 귀족노조 보호법”...대통령실, ‘尹 거부권 행사’ 불사 기류

•   국민의힘: [단독] 여권 "尹정부, 美와 전술핵 재배치 방안 곧 논의할 것"

•   정무위: [단독]SK실트론 논란…최태원 회장, 국감장 서나

•   정무위(강민국): [단독] 금융업권 전산장애 최근 3년간 781건… 피해규모 확인은 37%에 불과

•   정무위(강병원): [단독] 증시 30% 하락한 1년간 증권사 리포트 4300건 중 ‘파세요’는 딱 3건 뿐…“더는 못 믿겠다”

•   정무위(윤영덕): 노후자금 끌어다 썼나…'60대 빚투' 나홀로 증가

•   정무위(윤창현): [단독]경인사·산하기관 통신비 지원 들쭉날쭉

•   금융위: '한은 빅스텝'에 증안펀드 이어 '채안펀드'도 재가동

•   금융위: 금융위, 신탁업 규제 확 풀어 ‘패밀리오피스’ 시장 키운다

•   금융위: 김소영 금융위 부위원장 “중소기업 회계 부담 완화 속도…정책적 지원 아끼지 않겠다”

•   금감원: 금감원, 홍정환 폴스타 대표 겸직금지 의무 위반 조사 착수

•   금감원: [단독] 인수설 띄워 시장교란?…금감원, 빗썸 '머니게임 의혹' 강종현 조사

•   금감원: 금융당국, 금리 급상승에 '예대금리차 공시' 확대한다

•   금투협: [단독] "상장사가 직접공시"…금투협, K-OTC 공시시스템 개편

•   금투협, 거래소: 거래소·금투협, 증시 안정화 대책 논의...“기관투자자 협조 부탁”

•   금융시장: 코스피, '빅스텝'에도 2,200선 회복…환율 10.3원 하락

•   금융시장: 금통위 소수의견에 국채금리는 하락

•   금융시장: [금통위 금리 인상 ① 은행권] 연 3% 도달한 기준금리···은행들은 ‘표정관리’

•   금융시장: [금통위 금리 인상 ② 증권가] 한은 빅스텝 단행...韓 증시, 변동장세 일시적 전망

•   금융시장: [금통위 금리 인상 ③ 보험권] '기준금리 3% 시대' 속 수익성 오르고 RBC 낮아진다

•   금융시장: [기준금리3%] 비상걸린 저축은행, 더 올려받을 금리가 없다

•   금융시장: 이자공포…1인당 대출이자 年 164만원 늘어

•   금융시장: 금리 인상 직격탄 2030… 대출 금리 뛰는데 월세도 올라 ‘이중고’

•   금융시장: 은행으로 '逆머니무브' 빨라져…年5% 정기예금 초읽기

•   금융시장: 공포의 수치 '주담대 8%' 온다…영끌족 패닉셀링 시작되나

•   금융시장: "이자감당 임계치 벗어났다"…기업 6조 추가부담에 124만 소상공인 도산 위기

•   금융시장: 2년전 5억6600만원 대출해 집 구입, 月상환액 224만 →322만원

•   금융시장: "빚부터 갚자"…가계대출 잔액 9개월째 감소

•   금융시장: 대출, 고정금리냐 변동금리냐

•   금융시장: 안심전환대출 등 정책금융상품으로 '보릿고개' 넘으세요

•   금융시장: '악~' 소리나는 채권 금리…카드론 한도 줄이나

•   금융시장: 자금조달 막힌 캐피털사, 부동산 PF發 부실 덮쳤다

•   금융시장: 캐피털 위험노출 PF대출 25조…"내년 상반기 유동성 위기 올수도"

•   금융시장: 자금조달 막힌 캐피털사들…"CEO 연대보증해야 만기 연장"

•   금융시장: "빚내서 예금 들어도 남는다"…청약통장으로 대출받는 신종 재테크 유행

•   금융시장: 코스닥 상장사 CB 전환가액 줄줄이 하향

•   금융시장: 'M&A 큰 손' SM그룹, HMM 노리다 5000억 손실 [시그널]

•   금융시장: 4년간 매년 바뀐 시총 3위 … ‘넘버3 징크스’ 내년에도?

•   금융시장: 발 등 불 떨어진 보험사… 4세대 실손 전환 독려 위해 ‘무리수’ 남발

•   금융시장: 유상증자 어렵고 IPO 부진…기업 돈줄이 막혔다

•   금융시장: 삼성전자가 '경쟁' 통해 외부감사인 뽑겠다고 하니…회계업계는 볼멘소리

•   금융시장: 고위관료들이 가장 많이 보유한 주식은 삼성전자…2위 카카오

•   금융시장: [단독][속수무책 CB도미노]①"주가는 반토막에 금리도 0%"…전환사채에 발목잡힌 기관

•   금융시장: "보험업계, 소비자 선택 받으려면 데이터를 활용하라" [제15회 국제보험산업심포지엄]

•   금융시장: [알립니다]인구감소 시대, 금융-노동시장의 변화

•   금융사: 카뱅, 자사주 산 직원에 기금대출 100억원 지원

•   금융사: 200억 벌고, 10억어치 되산 카카오뱅크 임원들…'고점 매도 저점 매수'의 책임경영

•   공정위: [단독]검찰, '철근 입찰 담합' 현대제철·동국제강 등 압수수색

•   공정위: 10년간 통신장비 입찰 담합… 3개 업체에 과징금 58억원

•   기재위(강준현): 소액대출로 연명하는 취약계층…年 이자부담 26만원 늘어

•   기재위(김상훈): [단독] 종부세 체납자 3명 중 1명은 노인…20대 이하 1.5배 늘어

•   기재위(김상훈): 직원보다 못 버는 사장님 100만명… 건보료는 3600억원 더 냈다

•   기재위(신동근): 누가 성장률 잘 맞췄나…한은 기재부보다 한수 위는 KDI

•   기재위(양기대): (단독)넷플릭스 등 세무조사 거부로 5년간 과태료 50억

•   기재위(진선미): 자영업자·소상공인 사업소득 격차, 코로나로 더 벌어졌다

•   기재부: 한국 경제사령탑 추경호 "침체 맞지만 환란때와 달라" [뉴욕머니쇼]

•   국세청: 연봉 7배로 로펌 가는 ‘국세청 전관’… 세금내기 복잡한 나라의 민낯입니다

•   한은: 한은, 석달만에 또 빅스텝…10년만에 기준금리 3% 시대

※   보도자료: 통화정책방향(2022.10.12)

•   한은: "집값 더 떨어진다…영끌족 고통 클 것" 한은 총재의 경고

•   한은: 한은 "최종금리 年 3.5%가 다수견해"…11월도 빅스텝 밟을까

•   거시경제: IMF “한국 나랏빚, 선진 35개국 중 다섯 번째로 빨리 증가”

•   산자위(노용호): 코로나로 중소기업 정책자금 융자 잔액 2년새 4조원 급증

•   한전: [단독] 송전망 부족 해결 실마리 찾나…산업부-한전, 특별법 제정 추진

•   경제단체: “성장없는 고용 우려” 81.6%

•   비금융사: 삼성·SK 반도체 한시름 놨다

•   비금융사: 한숨 돌렸지만…삼성·SK, 美기술·中시장 '양자택일' 압박에 고민

•   비금융사: [단독] 회계기준 변경해 파운드리 매출 늘리는 인텔…TSMC에 이어 글로벌 순위 2위 자리 오를 듯

•   비금융사: "컴퓨터에 바퀴 단다"…정의선의 현대차, SW에 18조 쏜다

•   비금융사: 삼성, 지배구조개편·컨트롤타워 구축 속도낼 듯

•   비금융사: SEMI “12인치 반도체 생산량 연평균 10% 성장 전망”

•   비금융사: 운항취소 속출, 운임 반토막… 해운업계 상황 급반전

•   비금융사: 축구장 100개 크기 초거대 플랜트, 레고처럼 '척척' 조립

•   비금융사: "연봉 2배 줘도 싫어"…퇴사까지 불사하는 MZ세대 직원들

•   비금융사: 반격 나선 통신사 "구글, 이용자 볼모로 여론 왜곡"

•   비금융사: [단독] LG이노텍, '3D센싱' 공장 증설…'애플 XR 시대' 준비하나

•   비금융사: [단독] "어렵게 적립한 포인트가 증발했다?"... SPC그룹 '해피포인트' 개인정보 유출 논란

•   비금융사: 메타의 비밀병기 NPE…"가상공간서 인류 연결"

•   비금융사: "무어의 법칙이 끝났다고? 정보처리장치 황금기 온다"

•   비금융사: 인류와 지구를 위해'..GBW2022, 탄소중립의 길 보여주다

•   국토위(민홍철): 감사원, 여권 ‘알박기’ 지목 공공기관장 표적감사 의혹

•   국토위(조오섭): 미분양 5년새 155배 급증… “분양보증사고 우려 커져”

•   국토위(최인호): HUG 전세금 대위 변제액 급증… 4년간 1조6633억

•   국토위(홍기원): [단독]황당 보증보험료…집주인 신용 낮으면 세입자 돈 더 낸다

•   국토부: [단독] 국토부·LH, 세종시 금싸라기땅 밀어주기 ’의혹‘…은밀하게 진행된 통합 발주?

•   국토부: 수도권 '교통 지옥'... 광역버스 늘려 콩나물 입석 잡는다

•   부동산시장: 강남 아파트도 '마피 1억' 등장…부동산 빙하기 이제 시작

•   부동산시장: '이자 공포'에 월세족된 세입자들…"소형인데 200만원 넘어요"

•   부동산시장: 1기 신도시 재건축 속도낸다는데, 시장은 '조용'…"속도 더 내야"

•   환경부: 매일 53만t씩 쏟아지는 쓰레기… 태울 곳도, 묻을 곳도 없다

•   노동시장: “산업구조, 인구 변화 못따라가…선박 수주해도 일할 사람 부족”

•   외교통상: 유엔인권이사국 연임 실패... ‘文정부 反인권·尹정부 無전략’ 합작품

•   행안위: 오세훈 “산은 이전 비효율”… 장제원 “서울 이기주의” 직격

•   행안위(정우택): [단독]'SH 매입형 임대주택' 올해 목표 2.7%만 확보

•   검찰: 검찰 '라임 몸통' 김봉현 91억원 사기 혐의 영장 재청구

•   감사원: [단독] “文 정부, 서해 공무원 월북몰이 했다”...감사원 결론

•   감사원: 감사원장이 사실이라는데 ‘허위’ 우기는 ‘실세’ 유병호

•   감사원: 감사원 “공공기관 가짜 코로나 환자” 2만명 조사 착수

•   농해수위: "검수완박 때와 판박이"…꼼수로 쌀 의무매입 밀어붙인 야당

•   농해수위(안병길): [단독] 文정부 산지 태양광 55% 산사태 위험

•   농해수위(어기구): 수협銀 '수상한 대출'…역마진으로 558억

•   농해수위(이양수): [단독] 3년뒤 끝낸다던 HMM 민영화…최종계획에서 '시점' 쏙 빠졌다

•   복지위(정춘숙): 건강보험, 내년부터 적자 전환… 2026년 적립금은 단 ‘1개월치’ 뿐

•   질병관리청: 오후 9시까지 전국 2만5498명 확진…어제보다 3839명 줄어

[Opinions]

•   Project Syndicate(Michael Spence): Secular Inflation

•   Project Syndicate(Dani Rodrik): Why Services Need an Industrial Policy

•   Project Syndicate(Clemens Fuest): Europe Must Avoid a Subsidy Race

•   Project Syndicate(Thitinan Pongsudhirak): The End of ASEAN as We Know It

•   Project Syndicate(Todd G. Buchholz, Michael Mindlin): The Doctor Can’t See You Now

•   FT(Editorial Board): The UK credibility crisis risks tainting the Bank of England

•   FT(Robert Shrimsley): The five M’s threatening Liz Truss’s economic reset

•   FT(Edward Luce): The world is starting to hate the Fed

•   FT(Robert Armstrong): Bailey’s gambit

•   FT(John Reed): India looks to move up tech value chain with iPhone plant deal

•   FT(Steven Major): Four steps that the Bank of England could take to repair the gilt market

•   FT(Lex): Meta: virtual reality gets down to work

•   WSJ(Editorial Board): The Student Loan Forgiveness Bill Comes Due

•   WSJ(Editorial Board): Biden Goes After Gig Workers

•   WSJ(Kevin Rudd): Security, Not Growth, Is Xi’s Focus

•   NYT(Peter Coy): The Economics Nobel Is Richly Deserved, but It’s Hardly the End of the Story

•   WP(Editorial Board): After war, after Putin, what’s next for Russia?

•   WP(George F. Will): The nuclear threat may be graver now than in the Cuban missile crisis

•   Bloomberg(Justin Fox): Great Resignation? Statistics Show US Workers Are Staying Put

•   Bloomberg(Jonathan Levin): US Earnings Fail to Distract Investors From Looming Recession

•   Bloomberg(Clive Crook): The Trouble With Telling the Fed to Stay the Course

•   Bloomberg(John Authers): BOE's Bailey Sets a Gaffe Benchmark on Gilts That's No Laughing Matter

•   Bloomberg(Javier Blas): The Fed Did Print Oil Once. Those Days Are Gone

•   Bloomberg(Therese Raphael): UK Energy Crisis: Liz Truss Nanny State Fears Will Add to Winter Heating Woes

•   Bloomberg(Leonid Bershidsky): Putin Has Never Cared About Red Lines

•   Bloomberg(Andrea Felsted): Inflation Hasn't Knocked Down Consumer Goods Groups Yet

•   MarketWatch(Peter Morici): The Fed needs to jack up interest rates a lot more to bring inflation back under control

•   매경(사설): 기준금리 3%…시한폭탄 된 가계빚 '시스템 리스크' 전이 막아야

•   중앙(사설): [사설] 10년 만에 기준금리 3% 시대, 심각한 가계부채 위기

•   아시아경제(심나영): 1년째 법안 통과 실적 無…금융위의 하소연