Sunday, October 8, 2023

Global Economic Monitor 231009

(Introduction)

[Markets]
※   U.S. jobs data signals strong economy, stuns markets
※   Bond yields rise, dollar retreats after early gains
※   Futures increase small probability of Fed rate hike


[Indicators]
•   US Sep. Nonfarm payrolls: Surprisingly Strong Hiring Sends Bond Yields Higher
※   U.S. employers added more jobs than forecast last month, keeping door open for Fed rate increases


[World]
※   Iran-backed Lebanese group attacked Israeli-occupied territory a day after Hamas fighters poured across Gaza border and sparked a war


[Korea]
•   복지위(전혜숙): 소액 건보료 체납자 벌써 71만명


[Opinions]
•   Project Syndicate(Eswar Prasad): The Global Recovery Is Faltering
•   Project Syndicate(Jeremy Adelman): The Two Faces of Neoliberalism
•   WSJ(Editorial Board): Welcome Back, Bond Market
•   WSJ(Editorial Board): The ‘Ceasefire’ in Gaza Mirage
•   WSJ(Holman W. Jenkins, Jr.): Brain Death at the FTC and FCC
•   WSJ(Eugene Kontorovich): The Iran-Gaza War
•   NYT(Thomas L. Friedman): Israel’s Worst Day at War
•   NYT(Bret Stephens): Hamas’s Control of Gaza Must End Now
•   WP(Catherine Rampell): 3 milestones from a stunning jobs report
•   FT(Editorial Board): Adapting to a higher-for-longer world
•   FT(Editorial Board): Israel’s darkest day
•   Bloomberg(Editorial Board): The World Must Support Israel’s War Against Terror
•   Bloomberg(Brooke Sutherland): Manufacturers Face Wobbly Third-Quarter Results
•   매경(한우람): 해외로 간 금융수장
•   한경(성태윤): 물가안정목표, 왜 2%일까?
•   파이낸셜뉴스(사설): 6개월 앞으로 다가온 총선과 의회 독재
•   아시아경제(임정수): 부동산 PF 구조조정 적극 나서야

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