Sunday, August 6, 2023

Global Economic Monitor 230807

(Introduction)

[Markets]
※   U.S. shares slip but global markets rally on U.S. jobs data
※   Amazon shares surge 8% on strong earnings; Apple falls nearly 5%
※   U.S. Treasury yields and the dollar decline
※   Oil gains 1% plus


[Indicators]
※   Unemployment rate falls to 3.5%, near a half-century low, and wage growth holds steady at elevated level
•   Eurozone Jun. Retail sales: Eurozone Retail Sales Fell in June


[World]
※   Move signals potential breakthrough after months of deterioration in relationship


[Korea]
•   비금융사: KT 새 대표에 'LG맨' 김영섭


[Opinions]
•   Project Syndicate(Dani Rodrik, Réka Juhász, Nathan Lane): Economists Reconsider Industrial Policy
•   WSJ(Editorial Board): China and Russia Eye Alaska
•   NYT(Paul Krugman): What’s the Matter With Miami?
•   FT(Editorial Board): How to manage the green backlash
•   FT(Jennifer Hughes): Home-equity loans make a comeback in the US
•   Bloomberg(Matthew Yglesias): Is Bidenomics Working? Ask Your Waiter
•   파이낸셜뉴스(전용기): 임종룡의 우리금융에 거는 기대
•   아시아경제(임정수): ‘혁신금융 STO’ 부실 배설창구 우려된다

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