Global Economic Monitor 260218

[World]

•   Markets: Equities close with slight gains as tech shares recover

•   US: Fed Officials Say AI Productivity Boost Could Raise Neutral Rate

•   US: Fed’s Goolsbee Sees Several Rate Cuts If Inflation Falls

•   US: Fed’s Barr Wants Proof Goods Inflation Is Retreating Before Additional Rate Cuts

•   US: U.S. Hardens Allegation That China Conducted a Secret Nuclear Test

•   US: New York Manufacturing Activity Expands Modestly

•   US: Trump Sought Vast Budget Cuts. Congress Granted Few.

•   US: Mamdani Threatens 9.5% Property Tax Increase if Wealth Tax Is Not Passed

•   Europe: German Investor Outlook Unexpectedly Sours in Blow to Recovery

•   Europe: UK unemployment hits post-pandemic peak as wage growth cools

•   Europe: Can Reeves solve the Bank of England’s inflation problem?

•   China: China’s high-speed rail network accelerates world’s largest human migration

•   Asia: Japan Plans $36 Billion in U.S. Investments Under Trump Administration Deal

•   Middle East & Africa: U.S. and Iran Make ‘Good Progress’ in Geneva Talks, Foreign Minister Says

•   Business: Resilient U.S. Oil Production Is a Boon to Trump. How Long Will It Last?

[Korea]

•   대통령실: 李 대통령 "대통령 되려고 된 것 아냐… 하고픈 일 있어"

•   재경부: 소득세는 늘지만 다른 세수는 불안…부가세 80조 아래로 위축

•   재경부: 근로소득세 70조 육박, 또 최대…10년간 국세 비중 12→18% 커져

•   기획처: 대행체제 두달…길어지는 기획처 수장 공백

•   금감원: 코스피 역대급 불장에 외국인 韓주식 보유액 갑절로 '껑충'

•   금융시장: 행동주의 펀드들, 3월 정기 주총 앞두고 '액션' 본격화

•   한전: 한전, 사상 최대 15조 영업이익 전망…요금 논쟁 더 거세질듯

•   경제단체: ‘트럼프 관세' 충격에…韓, 美 수입시장 순위 7→9위 밀려

•   LH: [단독]LH, 영구임대 재건축, 민간자본 도입 검토…리츠·BTL 추진

•   법원: 마포구 소각장 위법 해소방법은…법원 "입지선정절차 원점부터"

•   경찰: [단독] 尹 대통령실 'PC 초기화' 또 있었다‥누가 지시했나?

•   교육부 등: ‘등골 브레이커' 교복값 잡는다 … 5개 부처 협의체 가동

•   서울시: 오세훈 vs 정원오…서울시장 선거 전초전 불붙은 '성수동'

[Opinions]

•   Project Syndicate(Rakesh Mohan, Divya Srinivasan): Financing the Global South’s Infrastructure Boom

•   NYT(Tim Wu): Price Gouging Is Real. Doing Nothing Is Not the Answer.

•   WP(Editorial Board): What AI is really coming for

•   FT(Editorial Board): Labour’s own goals on jobs

•   Bloomberg(Conor Sen): The Office Market Is as K-Shaped as the US Economy

•   Bloomberg(David Fickling): The Ships That Move Global Trade Are Going Electric

•   Bloomberg(Clive Crook): America Has a Terminal Case of Fiscal Paralysis

•   Bloomberg(Robert Burgess): The Affordability Crisis Can Now Add Wages to the Mix

•   Bloomberg(Andy Mukherjee): Russian Expats in Phuket Want to Pay With Stablecoins