Tuesday, February 14, 2023

Global Economic Monitor 230215

(Introduction)

[Markets]
※   U.S. inflation eased in Jan, but not as fast as expected
※   Stocks, currency, Treasury trading volatile
※   Oil futures fall after reserve release news, CPI data
※   Harker says Fed close to done
※   Williams says Fed has ways to go


[Indicators]
※   Americans paid more for shelter, gasoline and food last month


[World]
※   Comment by Irish central-bank governor could surprise investors who expect interest rates to peak in July
※   Barkin, Logan watching for signs of persistent price pressures


[Korea]
•   가스공사, 한전: 올 것이 왔다…2월도 난방비 폭탄


[Opinions]
•   Project Syndicate(Yi Fuxian): China Is Dying Out
•   FT(Robert Armstrong): Soft landing doubts creep in
•   WSJ(Editorial Board): Inflation Proves Stubborn in January
•   WSJ(Editorial Board): The Bill for CHIPS Subsidies Comes Due
•   WSJ(Editorial Board): Putin’s Next Target: Moldova
•   WSJ(Editorial Board): The Junk Economics of ‘Junk-Fee’ Politics
•   WSJ(Editorial Board): The Many Abuses of Lina Khan’s FTC
•   WSJ(Christine Wilson): Why I’m Resigning as an FTC Commissioner
•   WSJ(James Freeman): Still the Inflation President
•   Bloomberg(Tyler Cowen): A Land Tax Won’t Make Cities More Affordable
•   Bloomberg(John Authers): Inflation Is Catching Its Breath. Should We Worry?
•   Bloomberg(Anjani Trivedi): Toyota’s New EV Plan Is a Big Reality Check
•   Bloomberg(Karl W. Smith): This Inflation Report Will Lead to Bad Fed Decisions
•   Bloomberg(Matt Levine): Three Arrows Gives Crypto Another Try
•   Bloomberg(Minxin Pei): Who Is Actually Weak on China? The GOP
•   이데일리(서진형): 쌓이는 미분양 해법 찾기

No comments:

Post a Comment