Global Economic Monitor 260217

[World]

•   Markets: Shares edge up in thinly-traded holiday markets, Japan data disappoint

•   Markets: US Banks to See New Mortgage Capital Requirements in Basel Plan

•   US: We Asked What Makes You an Economic Optimist. Here’s What You Said.

•   US: Why the biggest campaign buzzword ‘tapped into a broader political hunger’

•   US: Bashing Trump’s tariffs is slowly becoming a bipartisan sport

•   US: Warsh’s war on the Fed balance sheet

•   Europe: Eurozone Industry Stumbles, But Outlook Remains Bright

•   Europe: EU Governments May Want to Fast-Track Lagarde Succession at ECB

•   Europe: ECB’s Nagel Touts Euro-Denominated Stablecoins for Payments

•   Europe: January’s Gains Endure as High Supply Tempers February U.K. House-Price Growth, Rightmove Says

•   Asia: Diplomatic Feud With China Weighs on Japan’s Economy

•   Asia: India’s January Trade Gap Expanded Before US Interim Deal

•   Business: The Break Is Over. Companies Are Jacking Up Prices Again.

•   Business: Marketplaces Are the Next Frontier in Publisher Deals With AI Companies

•   Business: With a Frugal AI Strategy, India Offers Blueprint for Developing World

•   Business: A fallen Indian tech star and the hunt for its missing millions

•   Business: A Huge Bet on Supertankers Reverberates Through the Oil Market

[Korea]

•   대통령실: 李대통령 "돈벌려 집 사모아 … 사회문제 야기땐 부담지워야"

•   재경위(박성훈): 노란우산 폐업공제금 5년간 64% 증가…지난해 1조5천억 최대

•   재경부: ‘다주택 양도중과' 후속책은…'실거주 중심' 핀셋 카드 시선

•   거시경제: 한국 작년 4분기 성장률 24개국 중 22위…올해도 불확실성 확대

•   금융시장: "4월 세계국채지수 편입 앞두고 해외자금 선유입 신호 없어"

•   금융시장: 이찬진 금감원장도 했다는 절세 비법… 매해 폭증하는 비상장 벤처투자

•   부동산시장: "내집마련, 5월까지 골든타임"

•   부동산시장: 전문가 90% "집값 상승 주춤"…1주택자 보유세 강화여부 촉각

•   외통위(송언석): 10년간 퇴직연금 연평균 수익률 2.4%…"물가상승률 살짝 상회"

•   경찰: [단독] '李 테러 TF', 김상민 전 검사 압수수색…허위공문서 혐의

•   도봉구: 오언석 도봉구청장 “동북권 중심 창동서 강북 대개조 이끌 것” [혁신 지자체장을 만나다]

[Opinions]

•   Project Syndicate(Nandan Nilekani, Ashish Khanna): AI and the Global South’s Next Leap Forward

•   Project Syndicate(Rishi Suri): India’s Game-Changing Digital Money Model

•   Project Syndicate(Jeffrey Frankel): Will Capping Credit-Card Interest Rates Help Ordinary Americans?

•   WSJ(Editorial Board): What Washington Won’t Talk About

•   WP(Jim Stergios, Christopher R. Anderson): Everyone is leaving Massachusetts — thanks to higher taxes

•   FT(Michael Strain): Everything you thought about the US labour market is wrong

•   FT(Mohamed El-Erian): This time really could be different on jobs

•   Bloomberg(Martin Ivens): A Stumbling UK Economy Is Adding to Starmer’s Woes