Global Economic Monitor 221017

(Introduction)

[Markets]

•   Global: Wall Street slides, dollar gains on sterling and yen

※   Wall St stocks tumble, dollar climbs, Treasury yields up

※   Oil futures hurt by demand concerns

※   UK PM firing of finance minister fails to reassure investors

•   UK: Pound Rallies as Traders Eye Shift in Fiscal Stance Under Hunt

•   UK: Gilts in fresh slide as investors say Truss U-turn did not go far enough

•   Natural gas: Natural Gas Prices Suffer Longest US Losing Streak in 21 Years

•   Natural gas: European Gas Extends Weekly Loss as Germany Beats Storage Target

•   Metals: Aluminium falters as rising inventories highlight weak fundamentals

•   Grains: Wheat drops on firm dollar, hopes for Black Sea corridor talks

[Indicators]

•   US Aug. Business inventories: U.S. business inventories increase slightly below expectations in August

•   US Sep. Retail sales: Retail Spending Was Flat in September Amid High Inflation

※   Shoppers spent less on gasoline but also cut outlays on big-ticket items

※   WSJ: Americans Spend Less on Gas, More on Food as Inflation Varies Across Items

•   US Oct. Consumer sentiment: U.S. Consumer Sentiment Edged Up in October as Supply Constraints Ease -- University of Michigan

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for fourth time in five weeks - Baker Hughes

•   Eurozone Aug. Balance of trade: Eurozone Posts Another Trade Deficit in August, Reflecting High Energy Costs

•   Germany Sep. WPI: German wholesale prices jump further in September

•   China Sep. CPI, PPI: China’s Inflation Rises at Fastest Pace in Two Years

※   Inflation in China, mild compared with rates in the U.S. and Europe, hit 2.8% in September

•   India Sep. WPI: India’s WPI inflation eases to 10.7 per cent in September

•   Argentina Sep. CPI: Argentina Yearly Inflation Surged to 83% in September

•   SCFI: 컨테이너선 운임 내림세 계속… “내년 초 바닥 전망”

[World]

•   WSJ: High Inflation Darkens Global Economic Outlook

※   Rising borrowing costs and constrained energy supplies heighten chances for recession in next year

•   WSJ: Economists Now Expect a Recession, Job Losses by Next Year

•   WSJ: IMF Urges Faster Debt Relief for Nations Fighting High Inflation, Hunger

•   WSJ: Inflation Data Keeps Fed Focused on Jobs Market

•   WSJ: Russia Urges Evacuation of Occupied Kherson, Steels for Ukrainian Advance

•   WSJ: Russian Strikes on Ukraine Knock Out Power in Kyiv

•   WSJ: Failure to Control Ukraine’s Skies Betrays Key Flaw in Russia’s War Strategy

•   WSJ: How to Keep the Ukraine Conflict From Going Nuclear

•   WSJ: Russian Troops in Belarus Spark Fears of New Front for Ukraine

•   WSJ: Ukraine Gets Help Bundling Up for Frigid Winter Fight

•   WSJ: U.S., Allies Negotiating Price Level for Russian Oil Cap

•   WSJ: Donald Trump Says Jan. 6 Committee a Scam After Subpoena to Testify

•   WSJ: State Department Urges Silicon Valley to Aid National Security Effort

•   WSJ: Atlanta Fed President Discloses Violations of Financial Transaction Policies

•   WSJ: Winter’s Approach Raises Stakes in European Energy Crisis

•   WSJ: Marine Le Pen Wants France to Chart Its Own Course Between U.S. and Russia

•   WSJ: Xi Jinping’s Endgame: A China Prepared for Conflict With the U.S.

※   He has unleashed an array of military, economic and political campaigns to brace the country for the possibility of confrontation

•   WSJ: China’s Communist Party Faces Up to Slower-Growth Years Ahead

•   WSJ: China’s Xi Jinping Stakes Out Ambitions, With Himself at the Center

※   Leader opens twice-a-decade congress in Beijing with defense of his 10 years in power, calls for future of ‘common prosperity’

•   WSJ: Xi Jinping’s Quest for Control Over China Targets Even Old Friends

•   WSJ: Frosted Windows, Swarming Police Signal Start of China’s Big Conclave

•   WSJ: Iran’s Evin Prison Set on Fire as Protests Spread

•   WSJ: India’s Congress Party Ruled for Decades—Now It’s on Life Support

•   WSJ: JPMorgan Chase Earnings Show Economy Is Resilient, but Jamie Dimon’s ‘Hurricane’ Looms

•   WSJ: Whiplash in Stock Market Shows Investors Are Still on Edge

•   WSJ: Mystery Stock Surge Is Probably Just Another Bear Market Rally

•   WSJ: Elon Musk Says SpaceX Can’t Fund Starlink Internet Service in Ukraine ‘Indefinitely’

•   WSJ: Elon Musk Jumps Into Geopolitics Ahead of Planned Twitter Takeover

•   WSJ: Elon Musk Says SpaceX Will Continue to Cover Starlink Costs in Ukraine

•   WSJ: Apple Workers Vote for Union at Oklahoma Store in Second Organizing Win

•   WSJ: Nikola Founder Trevor Milton Convicted of Securities Fraud

•   WSJ: Kroger to Buy Albertsons in $24.6 Billion Deal That Would Create New Grocery Giant

•   WSJ: American Executives in Limbo at Chinese Chip Companies After U.S. Ban

•   WSJ: Low-Price Apparel Chains Lure Inflation-Weary Shoppers

•   WSJ: Company Documents Show Meta’s Flagship Metaverse Falling Short

•   WSJ: Solar Power Stayed On as Hurricane Ian Knocked Lights Out Across Florida

•   WSJ: Meet the Army of Robots Coming to Fill In for Scarce Workers

•   WSJ: How Satellite-Based 5G Technology Works

•   NYT: Putin Moves to Cement Annexations in Ukraine

•   NYT: Putin defends his military call-up and says 16,000 draftees are already ‘fulfilling combat tasks.’

•   NYT: Despite Its Barrage of Missiles, Russia Still Loses Ground in Ukraine

•   NYT: Russian nuclear fears loom in the geopolitical background for China.

•   NYT: War Colliding With Recession Risks Leave Energy Markets on Uncertain Path

•   NYT: ‘Coffins Are Already Coming’: The Toll of Russia’s Chaotic Draft

•   NYT: How the fallout from Putin’s war doomed a farming village in Germany.

•   NYT: Biden Tries to Reassure Voters on Health Care Costs

•   NYT: The Rent Revolution Is Coming

•   NYT: With So Much Riding on the Fed’s Moves, It’s Hard to Know How to Invest

•   NYT: Biden’s ‘Made in America’ Policies Anger Key Allies

•   NYT: Democrats Spent $2 Trillion to Save the Economy. They Don’t Want to Talk About It.

•   NYT: A Housing Crisis Has More Politicians Saying Yes to Developers

•   NYT: China’s Internet Censors Race to Quell Beijing Protest Chatter

•   NYT: Biden’s Ire Won’t Keep U.S. Executives From Big Saudi Summit

•   WP: Russia’s escalation won’t turn tide of the war, analysts say

•   WP: The top 10 Democratic presidential candidates for 2024, ranked

•   WP: Germany got rich on exports and cheap Russian gas. Now it’s in trouble.

•   WP: Few signs that China is trying to escape its ‘zero-covid’ trap

•   WP: The Saudi-U.S. relationship was always a marriage of convenience

•   WP: Iran plans to send missiles, drones to Russia for Ukraine war, officials say

•   FT: Truss’s tax U-turn fails to win round markets as gilts sell off

※   Investors and MPs jittery after UK prime minister’s hasty press conference with further instability forecast

•   FT: Kwarteng leaves IMF meetings early as UK prepares to rip up tax plans

•   FT: British recruiters start to feel jobs chill

•   FT: UK business demands fresh help after Truss U-turn on corporation tax

•   FT: Austerity beckons as Truss seeks to restore Britain’s reputation with investors

•   FT: Can anything save Liz Truss?

•   FT: What next for UK politics?

•   FT: Truss battles for survival as City figures and MPs call on her to quit

•   FT: ‘We’ve messed this up’: Tories plan for life after Liz Truss

•   FT: Biden calls Truss’s tax plan a ‘mistake’

•   FT: Nations hope World Bank and IMF are no longer in denial over climate

•   FT: Pessimism mounts over a global economy facing multiple shocks

•   FT: Brussels to propose temporary gas price ceiling to curb extreme prices

•   FT: France battles to avoid winter of discontent after fuel strike chaos

•   FT: Rule of law stand-off threatens new EU funding to Poland

•   FT: Germany pushes back at ‘selfish’ claims over energy bailout

•   FT: Truckers grow anxious as AdBlue shortage applies brake to German industry

•   FT: Italian parliament elects pro-Putin Eurosceptic as Speaker

•   FT: The US housing market’s big chill

•   FT: Did UK inflation pick up again last month?

•   FT: Tunisia reaches preliminary agreement on $1.9bn IMF loan

•   FT: The revolutionary ambitions of Iran’s Generation Z

•   FT: UK money funds draw ‘gigantic’ inflows as pension schemes build up war chests

•   FT: China’s chip darling YMTC thrust into spotlight by US export controls

•   Bloomberg: G-20 Division Over War, Oil Laid Bare in Days-Late Statement

•   Bloomberg: Fed’s Bullard Leaves Open Possibility of Larger December Hike

•   Bloomberg: Fed’s Daly Sees Rates Rising Above 4.5% Next Year to Cool Prices

•   Bloomberg: Fed Officials Look at Higher Peak for Rates as Inflation Endures

•   Bloomberg: Fed Set to Target Even Higher Rates as Inflation Stays Stubborn

•   Bloomberg: Biden Brushes Off Risks of Strong Dollar on Global Economy

•   Bloomberg: Tug of War That Markets Fear Is Central Banks Versus Governments

•   Bloomberg: Odds of US Recession Within Next Year Climb to 60%, Survey Shows

•   Bloomberg: IMF Support Surges to Record; Has $700 Billion More in Firepower

•   Bloomberg: IMF Urges Nations to Preserve Foreign Reserves as Dollar Surges

•   Bloomberg: White House’s Rouse Says Fed Inflation Push Starting to Work

•   Bloomberg: Yellen Says Inflation Top US Priority, Backs Market-Set Dollar

•   Bloomberg: Summers Sees More Land Mines After UK, Warns on Bond Shut-Out

•   Bloomberg: Goldman Cuts December ECB Rate Hike Outlook to 50 Basis Points

•   Bloomberg: Lagarde Says Economic Slowdown, Inflation Pose Risk to Stability

•   Bloomberg: ECB Is Deliberately Vague on Target for Interest Rate, Lane Says

•   Bloomberg: ECB Interest-Rate Hikes Must Persist Into Next Year, Kazaks Says

•   Bloomberg: Energy ‘Subsidy War’ Risks Steeper ECB Rate Hikes, Wunsch Warns

•   Bloomberg: ECB to Slow Interest-Rate Hikes When at Neutral Level, Knot Says

•   Bloomberg: ECB Must Not Let Up Too Soon in Inflation Fight, Nagel Says

•   Bloomberg: ECB’s Rehn Sees QT Starting in 2023 Once Neutral Rate Is Reached

•   Bloomberg: ECB’s Centeno Sees Rates as Preferred Instrument for Now

•   Bloomberg: Euro Area May Face Technical Recession, ECB’s Guindos Says

•   Bloomberg: ECB’s Maijoor Calls for Bank Dividend Restraint as Economy Slows

•   Bloomberg: Global Recession Can’t be Ruled Out, ECB’s Visco Says

•   Bloomberg: Goldman Downgrades UK Growth Outlook After Government Tax U-Turn

•   Bloomberg: UK Fiscal Mess Becomes Butt of Jokes During Week of IMF Meetings

•   Bloomberg: EDF Postpones Six French Nuclear Reactor Restarts Amid Strikes

•   Bloomberg: German Regional State Readies for Nuclear-Plant Extension

•   Bloomberg: Germany Weighs Reviving EU Trade Talks With US, Magazine Reports

•   Bloomberg: Emerging Markets Hurt Less as Dollar’s Wrath Sinks Rich Nations

•   Bloomberg: Soaring Dollar Leaves Food Piled Up in Ports as World Hunger Grows

•   Bloomberg: Asian Economies Are Running Out of Fiscal Space, IMF Says

•   Bloomberg: China’s Xi Vows Victory in Tech Battle After US Chip Curbs

•   Bloomberg: Xi Gives Little Reassurance China’s Main Economic Risks to Ease

•   Bloomberg: China Won’t Rush Its Clean Energy Transformation, Xi Says

•   Bloomberg: Xi’s Green China Dream Tested By Weak Economy and Global Strife

•   Bloomberg: China’s PBOC Governor, Finance Minister Vow Support for Economy

•   Bloomberg: Biden Aide Says Change in US Military Aid to Saudis Is Possible

•   Bloomberg: India’s Rupee Will Endure Dollar Strengthening, Sitharaman Says

•   Bloomberg: India Monetary Policy Panel Differs on Future Rate Trajectory

•   Bloomberg: Kuroda Pledges to Keep Easing Policy Even as Yen Hit 32-Year Low

•   Bloomberg: Japan Keeps Up Yen Warnings, Declines to Say If Intervened

•   Bloomberg: Lula, Bolsonaro Face Off in Debate Before Tight Brazil Runoff

•   Bloomberg: Brazil’s Central Bank Says It’s Too Early to Celebrate Deflation

•   Bloomberg: Brazil to Propose IMF’s Goldfajn to Lead Regional Bank IDB

•   Bloomberg: IMF Warns Argentina of Ad-Hoc FX Rates Amid 100% Inflation

•   Bloomberg: Imran Khan Wins Majority of Seats in Pakistan’s By-Elections

•   Bloomberg: Southeast Asia Central Banks Digging Into Toolkit to Fight Risks

•   Bloomberg: FX Traders Eye Japan Response as Yen Approaches 150 Level

•   Bloomberg: Citi Says Dollar Will Only Peak When World Economy Recovers

•   Bloomberg: BofA Sees Glimmers of Hope as Pain Lingers for Stock Investors

•   Bloomberg: EU Gas Price Measures Must Avoid Demand Boost, Energy Chief Says

•   Bloomberg: IMF Urges Africa Oil Producers to Ready for ‘Shock-Prone World’

•   Bloomberg: Chinese Drone Billionaire’s Dominance Threatened by US Blacklists

•   Reuters: OPEC+ members line up to endorse output cut after U.S. coercion claim

•   Reuters: Gunmen kill 11 at Russian army base in new blow to Moscow's Ukraine campaign

•   Reuters: Exclusive: EU ministers to discuss Iran drones to Russia, future sanctions, sources say

•   Reuters: Taiwan says it will not back down on its sovereignty

•   Reuters: Analysis: G7 fails to reach intervention deal to ease pain of soaring dollar

•   Reuters: Analysis: Europe's energy security this winter? Depends on the weather

•   Reuters: Analysis: Battered UK markets need more than policy U-Turn before confidence returns

•   Reuters: Analysis: Targeted energy support for EU homes and firms is easier said than done, officials say

•   Reuters: Analysis: IMF plugs financing gaps as riskier emerging markets face squeeze

•   CNBC: Europe is still quietly importing Russian nuclear energy

•   CNBC: China is no longer just any emerging market — it has become its own beast

•   MarketWatch: Fed rate hikes are 'hurting the situation,' Sen. Bernie Sanders says

•   SCMP: Will China ever relax zero-Covid? Foreign firms seek signals at 20th party congress

•   SCMP: US tech restrictions leave China’s aviation advances up in the air as decoupling trumps trade

•   SCMP: China’s power squeeze could drag into winter after summer drought, may need ‘special attention’

•   SCMP: China will ‘unwaveringly’ back private sector but scrutiny to stay, Communist Party congress spokesman says

•   SCMP: Trade with China actually boosts US employment, new studies find

•   Nikkei Asia: BOJ on right path with easy monetary stance: IMF official

•   Nikkei Asia: Japan could raise corporate tax to fund defense budget: LDP tax chief

•   Nikkei Asia: Japan PM vows to ease burden of high energy costs

•   Nikkei Asia: Xi agenda defines a decade, and era, for China's capital markets

•   Economic Times: India likely to become third biggest economy behind US and China by FY28

[Korea]

•   대통령실: [단독] 대통령실, 우주항공·양자컴퓨팅·첨단바이오 등 12대 전략기술 발표한다

•   국회: 이틀새 징계안 7건 발의…국감, 최악의 제소전으로

•   국회: ‘이재명 재판-김문수 고발’ 막판 국감 충돌

•   국회: 김진표 “4년 중임제 등 개헌안 1, 2개 연내 압축”

•   민주당: 민주당 “법 절차 어겨”…감사원 추가 고발키로

•   민주당: 이재명, 바이든에 서한 보내 IRA 개정 요청

•   민주당: 이재명 "가계부채 3법 조속히 처리할것"

•   국민의힘: [단독] "北도발 물귀신 작전…尹정부, 9·19 선제 파기 안할 것"

•   연금특위: 국회 연금특위 석달만에 첫 가동…연금개혁 속도

•   정무위: 정무위, 네이버 이해진·빗썸 이정훈 국감 증인 채택

•   정무위(오기형): 고학수 “공공기관 감사, 불법 명백하면 법적 조치” [2022 국감]

•   정무위(오기형): [단독]소부장 예산 전액 삭감…전방위 '文정부 지우기'

•   정무위(오기형): 오기형 의원 "KDI와 기재부, 예타 선수들의 꼼수 예타 회피"

•   정무위(박재호): 자금 지원 댓가로 수조원 예금받은 산은.."불법 `꺽기`"

•   정무위(박재호): 토스 '후불결제' 네이버 넘어섰다…연체 관리는 숙제

•   정무위(송석준): 대표번호로 전화와 입금 요구…주택금융공사 사칭 보이스피싱 3년새 1건→39건

•   정무위(양정숙): [2022 국감]금감원, 3년간 장애인 고용 대신 약 8억 냈다

•   정무위(윤창현): [단독]고금리에 빚 줄이는데… 연소득 3000만원 미만 가구만 대출 늘어

•   금융위, 금감원: [단독] 금융위 “금감원, ‘삼바 특별감리’ 비밀유지 위반” 감사원에 회신

•   금융위: 증안펀드 가동 코앞…"반등 기대" vs "효과 작을 것"

•   금융위: 금융시장 불안…20조 채안펀드 재가동

•   금융위: 대출 연체하고 오라니…새출발기금 시작부터 극심한 혼란

•   금융위: ‘가계부채 잡았던’ 고승범 전 금융위원장, 자본시장연구원으로 출근

•   금감원: 사전 이상거래 탐지 강화한다… 금감원·은행, ‘상시 감시 시스템’ 개선 착수

•   금감원: 공매도·감독체계 목소리 내는 금감원장…'불편한 동거' 우려도

•   금감원: [단독]금감원, '짬짬이' 블록딜 연계 공매도 전수조사 착수

•   금감원: 아직도 이런 채권추심?... 금감원, 나이스신용정보에 과태료

•   금감원: 금감원, ‘카카오 먹통사태’ 원인규명·피해보상 점검 나선다

•   예보: 낙하산 논란에 절차 문제까지…잡음 커지는 예보 사장 인사

•   산은: KDB생명 5번째 매각 시도…주관사 삼일회계법인 선정

•   예결원: 주식거래 3분기 감소...“일평균 거래대금 17.2조원으로 15.9% 하락”

•   금투협: '금투세' 도입 오리무중…증권사만 속탄다

•   금융시장: 코스피, 외인·기관 매수에 2,210선 회복…환율 1,428.5원

•   금융시장: "깜짝반등 이때다"...개미들 하루 새 6000억 순매도

•   금융시장: 커지는 원화값 하루 변동폭…"예단은 금물"

•   금융시장: "돈줄이 꽉 막혔다" 곳곳서 아우성…기업들 '초비상 사태'

•   금융시장: 대기업 대출 절반이상 4% 高금리…8월부터 '돈'맥경화

•   금융시장: 금융권, 위험 줄이려 대출 조이기…멀쩡한 중기까지 무너질 가능성도

•   금융시장: 부실 떠안을라…저축銀도 중기 대출 죈다

•   금융시장: 금리 더 뛰기전에 돈 끌어모은다… 공모채 서두르는 기업들

•   금융시장: "한국, 외환보유액 탄탄…시장공포 전염 막는게 급선무" [매경 뉴욕포럼]

•   금융시장: "금리인상에 위기 확산…정상기업 살리고 부실기업 정리"

•   금융시장: 부동산PF 대출 112조, 돈줄 막혀 금융위기로 번질 수도

•   금융시장: 10년 만에 저축은행 다시 찾은 대형건설사…위기는 위기

•   금융시장: 돈줄 마른 중소형 증권사...부실 위기 현실화된 부동산 PF

•   금융시장: 금리 연 3%P 오르면 시장 망가져, 위기대응팀 구성해야

•   금융시장: 취약차주 저축銀·대부업체로 연쇄 이동

•   금융시장: 변동형 주담대 금리 상단도 年 7% '눈앞'

•   금융시장: 증권사 신용융자 금리는 年 10% 돌파…빚투족 '울상'

•   금융시장: 5000만원 맡기면 이자 275만원…저축銀 예금 '연 5% 시대'

•   금융시장: 은행, 신종자본증권 발행 지속...매월 이자지급식도 있어

•   금융시장: '스멀스멀' 공매도 금지… 숏커버 '찬스'

•   금융시장: 금융당국 조치에 카드 리볼빙 증가폭 '감소'

•   금융시장: 환율 치솟자…은행 외화 차입금 18조 급증

•   금융시장: 외면받는 체크카드, 매년 100만장 사라진다

•   금융시장: 보험사기 막겠다더니… 법안 발의는 봇물 통과 건수는 ‘0′

•   금융시장: 리츠의 비명… 금리인상에 52주 신저가 행진

•   금융시장: 나는 절대 호구가 되지 않을 거라 생각했다, 그러나...

•   금융시장: 증권사는 왜 '예대금리차'를 공시하지 않는 겁니까?

•   금융시장: 먹통사태 이전에 벌써…카카오 김범수 올해 4조원 주식 증발

•   금융시장: 204만 카카오 개미들 “오늘 증시가 두렵다”

•   금융사: [단독] 우리銀, 장외파생상품 당분간 안 판다..."금리·환율 급변동, 리스크 커"

•   공정위: 국토부, 건설사 '벌떼입찰'에 칼 뺐는데…'담합' 아니라는 공정위

•   공정위: 담합 자진신고자 과징금 감면 5년간 4천800억원…총과징금의 23%

•   총리비서실: “금리 올려야할 때 못 올리는게 포퓰리즘”

•   국토연: 집 팔리기까지 4.5개월…1년전보다 한달 더 걸려

•   농경연: 국책硏 “野 양곡관리법, ‘쌀값 폭락’ 해결 못 해”…빵 만드는 가루쌀, 구원투수 될까

•   농경연: 정부 올해 쌀 90만t 수매하면… “10~12월 쌀값 최대 11.6% 오를 것”

•   산업연: 中 진출 韓기업 4분기 경기 전망 `흐림`

•   광복회: [단독] ‘장준하 아들’ 장호권 광복회장 직무 정지…‘김구 장손’이 직무대행

•   기재위(김상훈): 비정규직→정규직 전환용 공공 자회사, 절반은 임원 억대 연봉

•   기재위(송언석): "소주성 통계 개편 부작용 심각…물가지수도 왜곡"

•   기재위(진선미): 대부업자들도 안전 위주, 담보대출 늘려

•   기재위(진선미): 주식 양도세 상위 1%가 70% 납부…하위 20%는 0.01%

•   기재위(한병도): [단독] “잠깐 나갔다 올게”… 외부 강의로 수입 챙기는 국책銀 임직원

•   기재부: "받은 만큼만 납부" 상속세 개편 시동

•   기재부: 외국인 국채투자 17일부터 비과세.. 추경호 "외환시장 안정 기대"[추경호, IMF 총회 참석]

•   기재부: 추경호 “업무추진비 등 公기관 경비 1조 줄일 것”

•   기재부: “감세 철회 의사? 전혀 없다”…세제 개편 강행 예고한 추경호

•   기재부: [단독] “중대재해법, 형사처벌 아예 삭제” 기재부, 법 무력화 나섰다

•   기재부, 복지부: 文케어에 건보 적자… 6년후면 재정 바닥

•   수은: 차기 수협은행장 사실상 3파전…官 출신 없어 재공모 가능성도

•   수은: 수은, 삼성重에 6억7200만달러 선수금환급보증

•   통계청: 9월 취업자 71만명↑, 넉달째 둔화…물가·금리 등 악재 가득

•   한은: 한은 “美 연준 긴축 기대 확산…불확실성 커졌다”

•   한은: "조건 달았는데 약속처럼 여겨"…한은총재 금리정책 예고 중단?

•   한은: 이창용 "비은행 리스크 주시…부동산 PF·여전사 점검 중"

•   한은: 이창용 “한·미 통화스와프, 만병통치약 아니다”

•   한은: ‘법인세 감세’ 논란에 이창용 “감세 자체 아닌 부채 감축 여부 봐야”

•   거시경제: "도처에 약한 고리…글로벌 금융위기 다시 온다" 경제학자들 경고

•   거시경제: "韓, 제2 환란 가능성 낮지만…최대 교역국 中 흔들리면 직격탄"

•   거시경제: 마진콜 악몽 부활·부동산 PF 부실 심화…비은행권 유동성 리스크 커진다

•   거시경제: 3대 신평사 "한국 외환위기?…1997년과 근본적으로 달라"

•   거시경제: 일년 춘몽...한국 1인당 국민소득 이탈리아에 재역전 당했다

•   거시경제: "신흥국 성장 계량적 증명…추격의 경제학 완성해 노벨상 도전할 것"

•   거시경제: 킹달러 언제 꺾이나…환율 전문가 “판이 바뀐다”[딥다이브]

•   산자위: [세종만사]'한 방' 없었던 산업부 국감

•   산자위(김성환): "자원개발 기업 독려는 못할망정"…野·환경단체, 공적자금 지원중단 요구

•   산자위(박수영): [단독]졸속 개교 한전공대, 1기는 도서관 두어달 쓰고 졸업한다

•   산자위(이장섭): 천억 원 지원했는데…건물 연료전지 59% 방치

•   산자위(한무경): [단독] 환율 불안정성 커지는데…중소기업 수입보험 가입비중, 0.02% 불과

•   산업부: [단독]기업활력법 '상시화'하나…정부, 법 개정 추진

•   한전: 아무리 봐도 악재뿐…외국인 지분율 반토막 난 이 주식

•   전력거래소: 전력도매가 kWh당 270원 뚫렸다…이달 네번째 최고가 경신

•   경제단체: 국내 제조업체 4곳중 3곳 “高금리에 자금사정 악화”

•   경제단체: 전경련 "노란봉투법, 위헌소지 크고 파업 조장 우려"

•   비금융사: 카카오에 올스톱…주저앉은 디지털 한국

•   비금융사: 문어발 확장 열올린 카카오…데이터 분산백업 기본도 안지켜

•   비금융사: 올 들어 6차례 먹통 사고에도 정부 제재 없었다

•   비금융사: "온국민이 피해자"…카카오 먹통 손실보상 어떻게

•   비금융사: 발도 돈도 묶였다…택시 못부르고 반납 못한 킥보드 '요금 50만원'

•   비금융사: "데이터센터 지하3층 배터리 선반 주변서 발화"

•   비금융사: 카카오·네이버 등 반대로… 데이터센터, 재난관리 대상서 빠져

•   비금융사: ‘핵심 보안시설’ 국내 데이터센터 156곳… 구글, 年2회 재해 대비훈련

•   비금융사: ''카톡 로그인' 막혀 가상화폐 거래도 불똥

•   비금융사: [단독] '카카오톡 먹통' 집단소송 추진…손해배상 주목

•   비금융사: 대기업도 적자 늪 진입...내년 경영계획 더 어두워진다

•   비금융사: 김동관·정기선·이우현 '절친 오너 3세들', 태양광서 '진검승부'

•   비금융사: '인사 칼바람' 오나…떨고 있는 유통3사

•   비금융사: "쿠폰 가격만 659억원"…배민이 1년 내내 할인하는 이유

•   비금융사: 해외여행 20배 늘었는데… 여행사들은 일할 사람 못구해

•   비금융사: “쌍방울, 수십억 中 밀반출”... 검찰, 北에 돈 갔는지 추적

•   비금융사: [단독]“수십억 외화 中 밀반출한 쌍방울 임직원들, 공항서 임원에 돈 건네고 당일 한국 돌아와”

•   비금융사: “형보다 나은 아우 있다” SK하이닉스 ‘울고’, SK실트론 ‘웃고’ 엇갈린 실적

•   비금융사: “20대 끼임사 선혈, 그옆에서 파리바게뜨 빵기계 돌렸다”

•   비금융사: "타도 테슬라" 외친 도요타…실리콘밸리서 '혁신 실험'

•   비금융사: "2초 뒤 신호 바뀝니다"…교통정보 꿰고있는 '바이두 택시'

•   비금융사: 운전기사 없는 'GM 무인차'…앞차와 보조 맞춰 안전운행

•   비금융사: [단독] 김교현 롯데케미칼 부회장 "일진 M&A 후속타 더 있다"

•   비금융사: 평생 일군 공장 '눈물의 헐값 매각'…올 中企 파산 37% 급증

•   비금융사: 대한항공 객실승무원…3년만에 100여명 채용

•   비금융사: K조선 호황인데…"협력사는 대장간 수준, 자괴감 들어"

•   비금융사: [단독] 10분전 미출근 직원 명단 실화냐?…'갓뚜기' 근태관리 도마에

•   비금융사: "상장사들, 올해 역성장할 수도"

•   비금융사: 25일 故 이건희 회장 2주기…이재용 '뉴삼성' 메시지 내나

•   비금융사: 현대차, 분기 영업익 '3조 시대' 연다

•   비금융사: [단독] 현대차그룹 올해 리콜 39건 ‘창사 이래 최다’…왜?

•   비금융사: 회식문화 부활? 유흥주점·생맥주집 카드 매출 지난해의 2~3배

•   비금융사: 치솟는 외식비… 한식당 건당 결제액 2만9800원→3만3200원

•   비금융사: 카플레이션에 납기 지연…소비자들 ‘차 살 마음’ 접는다

•   비금융사: “외국인 돌아왔다” 부활하는 명동상권, 공실률 줄어

•   비금융사: 삼성 2분기 D램 세계1위 수성… “기술 선점에 투자”

•   비금융사: 美 반도체 장비업체, 중국 떠나 한국행?…"세계 4대 기업이 온다"

•   비금융사: 고환율에 기업 해외투자 부담 '눈덩이'…원화로 환산하니 계획보다 1조 늘기도[고금리 후폭풍]

•   비금융사: “美, 중국산 제재·IRA 시행… 韓 태양광 반사이익”

•   비금융사: [단독] 삼성전자, 3D 이미지센서 포기… 갤럭시 미채택으로 사업 축소

•   비금융사: 양자, 과학에서 산업으로 진화…퀀텀으로 퀀텀 점프 이룰까

•   국토위(홍기원): [단독] 작년 안심대출특약보증 사고 역대 최다...고금리인 올핸 더 늘듯

•   LH: "3기 신도시 입주 맞춰 GTX 등 교통망 개통…서울 출퇴근 30분대"

•   부동산원: 거래절벽인데 규제 여전…부동산 시장 경착륙 공포

•   부동산원: 노·도·강 아파트값 하락폭 최대… 2030 영끌족 `패닉`

•   HUG: “활성화한다더니 예산은 없다네요”… 멈춰선 가로주택정비사업

•   부동산시장: “세입자 못구해 잔금 못내”…반포 최고가주택 계약자 40% 해지 요구

•   부동산시장: 2억 낮추고 가전 얹어줘도 세입자 외면…을로 전락한 집주인

•   부동산시장: [단독]서울 집주인, 전세갱신하며 세입자에 6000만원 돌려줬다

•   부동산시장: 대구만이 아니다…미분양 악몽, 드디어 수도권도 덮쳤다

•   부동산시장: "집값 더 떨어지길 기다리면 늦는다"…전문가의 충고

•   부동산시장: ‘서민 주거비 오를까봐’ 걱정하는 사이… 시장선 “임대주택 안짓고 만다”

•   부동산시장: [단독] 레미콘 파업에…서울도심 공사 줄줄이 멈출판

•   부동산시장: 둔촌주공 183일만에 공사 재개…공사비 1조 이상 늘듯

•   부동산시장: 도시정비사업 90%가 수의계약… `경쟁` 사라진 재개발·재건축

•   부동산시장: 리모델링 시장 19조 달하는데, 흐지부지되는 ‘리모델링 특별법’

•   물류시장: 해상운임 65% 급락에도…현장에선 "물류난 여전"

•   물류시장: LG전자 로봇, 스마트 물류 시장 진격

•   환노위(박대수): [단독] 환경부, 文정부 시절 4대강 반대 시민단체 추천 인사들에게 연구용역 몰아줘

•   환노위(이주환): [단독] 反4대강 시민단체에 나랏돈 35억 몰아준 文정부 환경부

•   환경부: "전기차 보조금 먹튀 막아라"…혜택 주기 2년서 3년으로 늘릴듯

•   노동시장: 코로나前 수준 못미친 고용…상장사 직원 줄었다

•   노동시장: 해고될지 모르는데 왜 야근? 20~30대 78% “월급만큼만 일”

•   노동시장: “숙식 제공해도 식당일 할 사람이 없다”

•   노동시장: 제조업 고용 호조라지만…증가한 취업자 40%는 60대 이상

•   외교부: 정부, 5년 만에 대북 독자제재 대상 추가…실효성 ‘0’

•   외교통상: 北, 하루 560발 포격 도발… 尹 “9·19합의 위반”

•   외교통상: "한국에 할 얘기 있다"는 사우디 고위층…선물보따리 들고올까

•   외교통상: 美상의부회장 "美, 한국산 전기차에도 IRA 세액공제 혜택줘야"

•   행안위(김웅, 조은희): [단독] 2030 국가직 공무원 퇴직 4년새 57% 늘었다

•   행안위(용혜인): 공공기관, 정규직 늘리랬더니…‘시간선택제’ 꼼수 판친다

•   행안부: [단독] 대통령 직속 위원회 정비한다더니...'0.7%' 찔끔 감액 그쳐

•   경찰: [단독] ‘비상장 공모주’ 투자 권유하고는 500억 들고 튄 일당, 경찰 수사 착수

•   법무부: 정부 "3000억중 7억 중복"…론스타 배상금 정정 신청

•   감사원: “서해 공무원, 처음부터 구명조끼 입고 자진 월북” 발표했던 文정부… 표류 중 中어선서 구명조끼 입은 정황 숨겼다

•   감사원: [단독] 서훈, 文 만난 뒤… 허위정보 주며 국방부에 ‘월북 보고’ 작성 지시

•   감사원: [단독] 감사원, ‘文 정부 임명’ 고용부 산하기관 3곳 동시 감사

•   과방위: 이와중에… 정치권 `카카오 먹통` 국감증인 논쟁

•   국방부: [단독]‘괴물 탄도미사일’ 현무-5, 軍 ‘대북 경고’ 공개 검토…北 도발원점 초토화 위력

•   농식품부: [서경이 만난 사람] 정황근 장관 "남는 쌀 의무매입 땐 과잉생산 고착…식량 안보에도 역행"

•   질병관리청: 오후 9시까지 전국서 1만633명 확진…1주 전보다 2천여명 늘어

•   도봉구: 도봉구, 도봉환경교육센터 제로에너지빌딩으로 리모델링

•   도봉구: 민원 직접 응대·홀몸 어르신 돌봄… ‘일일 동장’ 변신한 구청장[현장 행정]

•   강원도: 강원 ‘채무불이행’ 후폭풍…“지자체 믿고 투자하겠나”

[Opinions]

•   Project Syndicate(Rana Mitter): Where Is Xi’s China Heading?

•   Project Syndicate(Shashi Tharoor): Can India’s Oldest Party Reinvent Itself?

•   Project Syndicate(Michael R. Strain): Growth Beats Grievance

•   FT(Editorial Board): Liz Truss’s desperate bid to save her sinking premiership

•   FT(Editorial Board): Global economic warning lights are flashing red

•   FT(Martin Wolf): Restoring Britain’s credibility will be hard for Hunt

•   FT(Robert Shrimsley): Truss becomes a zombie prime minister in record time

•   FT(Katie Martin): UK debacle shows central bank ‘tough love’ is here to stay

•   FT(Tim Harford): How to tax (a guide for governments)

•   FT(Duncan Weldon): There will be a risk premium on UK assets as long as Truss holds power

•   FT(Lex): EU energy policy: a problem shared is a problem halved

•   FT(Lex): UK corporate tax: U-turn signals the end of Trussonomics

•   WSJ(Editorial Board): Inflation and the Midterm Elections

•   WSJ(Editorial Board): Truss and the Tories on the Rocks

•   WSJ(Editorial Board): The Thoughts of Chairman Xi

•   WSJ(Editorial Board): Biden and Democratic Norms

•   WSJ(James Freeman): The Government Still Calls Covid an Emergency

•   WSJ(Peggy Noonan): Will Putin Fall Like Khrushchev and Gorbachev?

•   WSJ(Andy Kessler): Stocks Can Always Get Cheaper

•   WSJ(Tunku Varadarajan): The Man Who Said Ukraine Would Win

•   WSJ(Seth G. Jones): The U.S. Isn’t Ready to Face China on the Battlefield

•   NYT(Paul Krugman): When Trade Becomes a Weapon

•   NYT(Paul Krugman): Wonking Out: What’s Really Happening to Inflation?

•   NYT(Peter Coy): In the Face of Inflation, Let’s Give Everyone a Lift

•   NYT(Susan Shirk): Xi Jinping Has Fallen Into the Dictator Trap

•   NYT(Farah Stockman): Three Things Americans Should Learn From Xi’s China

•   WP(Editorial Board): Xi’s coronation portends a hard era for China and the world

•   Bloomberg(Editorial Board): Xi Is Strong. The West Must Be Stronger.

•   Bloomberg(Mohamed A. El-Erian): UK Needs to Do More to Restore Stability and Growth

•   Bloomberg(Daniel Moss): Singapore Warning on Global Growth Is on the Money

•   Bloomberg(John Authers): UK Financial Crisis Threatens to Derail Central Banks in Global Inflation Fight

•   Bloomberg(Marcus Ashworth): BOE Friday Deadline Might Not Be Lead to the Pension Apocalypse Feared

•   Bloomberg(Robert Burgess): Fed’s Next Crisis Is Brewing in US Treasuries

•   Bloomberg(Shuli Ren): What a Defiant Xi at the Party Congress Tells Us

•   Bloomberg(Liam Denning): The Global Energy Order Is Unravelling Fast: Welcome to World War E

•   Bloomberg(Julian Lee): Russian Oil-Price Cap May Not Help Balance Markets as Hoped

•   Bloomberg(Hal Brands): US Isn't Ready to Fight China, Iran and Russia All at Once

•   Bloomberg(Tobin Harshaw): Will Putin Use Nuclear Weapons in Ukraine?

•   Bloomberg(Andreas Kluth): An Off-Ramp for Putin: Only Ukraine, Not the West, Can Grant One. And It Won't.

•   Bloomberg(Lionel Laurent): Ukraine's Song to Macron for Weapons Shows Tough Choices Ahead

•   Bloomberg(Therese Raphael): With Kwarteng Out and Hunt as Chancellor, Liz Truss Is No Longer in Power

•   Bloomberg(Adam Minter): Xi's 'Lovable' China Is Moving Further Out of Reach

•   Bloomberg(Tim Culpan): China Tech Firms Seek Clarity From Xi at Party Congress

•   Bloomberg(Minxin Pei): What Happens When Chinese Leaders Cling to Power? It Isn’t Pretty

•   Bloomberg(Lara Williams): UK's Mini-Budget Brought Down Kwarteng, Threatens Truss

•   Bloomberg(Teresa Ghilarducci): Best Time to Buy a House in 2022 Could Be Right Now

•   Bloomberg(Paul J. Davies): Jamie Dimon May Want to Send Powell a Thank-You Note

•   Bloomberg(Adrian Wooldridge): After Kwarteng, Tories Grasp Toward a Post-Truss Era

•   MarketWatch(Jamie Chisholm): Why Kwasi Kwarteng could not survive the battle with the Bank of England

•   MarketWatch(Gordon G. Chang): China’s Xi Jinping grabs more power, pushing Asia closer to war

•   한경(양준모): 납품단가 연동제, 中企 경쟁력 떨어뜨린다

•   한경(강태수): 제2 외환위기가 아닌 5가지 이유

•   서경(사설): 건설 시장 어지럽히는 ‘벌떼 입찰’ 뿌리 뽑아야

•   서경(사설): “금융위기 재발 가능성”…펀더멘털 운운할 때 아니다

•   중앙(사설): 공룡 카카오의 ‘예정된 재앙’, 근본 대책 세워야

•   한국(최연진): 어느 스타트업의 황당한 마약 국감

•   경향(사설): 플랫폼 독점 폐해 확인한 카카오 먹통, 재발 방지책 세워야

•   아시아경제(김민진): 납품단가 연동제는 을(乙)끼리의 문제이기도 하다