Global Economic Monitor 251007

[World]

•   Markets: Stock indexes mostly rise with tech shares; euro, yen weaken on fiscal worries

•   Markets: Yen Plummets, Stocks Rally: Markets Greet Japan’s Next Leader

•   Markets: Argentina Sells Dollars for Fifth Day, Straining Reserves

•   US: Trump says US truck imports to face 25% tariff from November 1

•   US: Trump says the US has secured $17 trillion in new investments. The real number is likely much less

•   US: Trump tariffs push up prices for Americans’ favourite seafood

•   US: Fed Set to Drive Global Rate Cuts as Europe Shifts to Pause

•   Europe: French Prime Minister Resigns in Surprise Move

•   Europe: Fears of Economic Turmoil Deepen in France as Another Prime Minister Quits

•   Europe: EU backs Italy in Trump’s pasta tariff war

•   Europe: UK steel industry warns of ‘biggest crisis’ due to new EU tariffs

•   Europe: Ukraine’s New Strategy for Keeping the Lights On Through a Winter of War

•   Asia: Japan’s Next Prime Minister Could Make Rate Increases Tricky for Bank of Japan

•   Middle East & Africa: How China Secretly Pays Iran for Oil and Avoids U.S. Sanctions

•   Americas: Lula asks Trump to lift 40% tariff on Brazilian imports

•   Business: OpenAI, AMD Announce Massive Computing Deal, Marking New Phase of AI Boom

•   Business: Elon Musk Gambles Billions in Memphis to Catch Up on AI

•   Business: U.S. Warehouse Vacancies Steady as Demand Rises With Less New Space

•   Business: Tariffs Are Making Copper Harder to Get. Recycling It Could be a Quick Fix

•   Business: U.S. v. Google: What Each Side Argued for Fixing Google’s Ad Tech Monopoly

[Korea]

•   대통령실: 李가 가장 많이 하는 질문은 "당이 왜 이런 결정 내렸죠?"

•   민주당: [단독]존폐기로 檢보완수사권…與내부 '절충안' 부상

•   예정처: 예정처 "향후 5년 연평균 잠재성장률 1.8%…직전 5년比 0.3%p↓"

•   기재위(박성훈): 관세청 4년 반동안 과태료 3천억원 부과…수납률은 17.9%

•   데이터처: [국가 통계의 미래]㊦ 통계표 읽고 데이터 엮는다… AI, ‘정책 두뇌’ 되려면

•   금융위: 113만명 빚 탕감 길 열려…대부업 참여·도덕적 해이 '과제'

•   산업부: 관세협상 이견 좁혔다 … 돌파구 기대

•   경찰: [단독] 김현지 부속실장 경찰 고발…"나이·학력 등 알리지 않는 건 직권남용"

•   복지위(서미화): [단독] 노인 일자리 5천 개라더니‥결과는 혈세 낭비?

[Opinions]

•   Project Syndicate(Mohamed A. El-Erian): As Growth Decouples From Employment, the Fed Faces a Trilemma

•   Project Syndicate(\Jan-Werner Mueller): How the Democrats Can “Win” the US Government Shutdown

•   WSJ(Editorial Board): Has Japan Found Its Margaret Thatcher?

•   NYT(Natasha Sarin): There Are Two Economies: A.I. and Everything Else

•   FT(Editorial Board): The damaging twilight of the Macron presidency

•   Bloomberg(Clive Crook): US Politicians Need to Bone Up on Immigration Economics

•   Bloomberg(Javier Blas): The Oil Market’s 2026 Tsunami Will Be Costly to Finance

•   Bloomberg(Juliana Liu): South Korea Should Turn the US ICE Raid Into Trade Leverage