Joker's Google Blog

※ Blinken said the U.S. would never recognize the annexation, which could enable Moscow to say Russia is being attacked if Kyiv’s offensive continues

• WSJ: Ukraine’s New Offensive Threatens Moscow’s Control of Lands It Seeks to Annex

• WSJ: U.S., Europe Prepare New Sanctions on Russia After Kremlin’s Nuclear Threats

※ Washington looks to further squeeze Moscow, while economic impact on continent tests resolve of EU members

• WSJ: Almost 100,000 Russians Have Crossed Into Kazakhstan Since Putin’s Mobilization Order

• WSJ: Kashkari Says Fed Needs to Keep Tightening Until There’s Compelling Evidence of Declining Inflation

• WSJ: EV Tax Credits to Spur More Vehicle Sales Are Entering a Critical Phase

• WSJ: Senate to Vote on Stopgap Funding Bill as Manchin’s Permitting Proposal Faces Opposition

• WSJ: Stopgap Funding Bill Includes $12.3 Billion in New Ukraine Aid

• WSJ: Democrats Struggle to Craft Stock-Trading Ban for Congress, Judges

• WSJ: Hurricane Ian Approaches Florida, Threatens Tampa Bay

• WSJ: World Bank Cuts China Growth Forecast as Covid-19, Real-Estate Crunch Take Toll

※ Emerging economies in Asia are seen outpacing China for the first time since 1990

※ World Bank: East Asia and Pacific Sustaining Growth, Restraining Inflation, but Facing Risks Ahead

• WSJ: Saudi Crown Prince Mohammed bin Salman Named Prime Minister

• WSJ: Forced Labor a ‘Top-Tier’ Compliance Issue, Says U.S. Official

• WSJ: Brazil’s Central Bank Sending Tough Message

• WSJ: Shinzo Abe State Funeral Draws World Leaders, Protesters

• WSJ: Wall Street to Pay $1.8 Billion in Fines Over Traders’ Use of Banned Messaging Apps

• WSJ: Elon Musk and Twitter Argue Over Unresolved Pretrial Information Requests

• WSJ: Intel Introduces Videogame Graphics Chips to Challenge Nvidia

• WSJ: The Earnings Crunch Is Only Just Getting Going

• WSJ: Inflation Has Hit Tenants Hard. What About Their Landlords?

• NYT: Biden Says Social Security Is on the ‘Chopping Block’ if Republicans Win Congress

• NYT: Biden Is Hoping Small Changes Go a Long Way on Immigration

• NYT: Truss Takes a Bold Economic Gamble. Will It Sink Her Government?

• WP: How to watch the Jan. 6 committee hearing and what to look for

• WP: As Brazil’s election day approaches, fear of violence grows

• FT: Denmark, Germany and Poland warn of ‘sabotage’ after Nord Stream leaks

• FT: Is Britain now in a full-blown economic crisis?

• FT: BoE chief economist calls for ‘significant monetary response’ to turmoil

※ Huw Pill signals central bank does not expect to act before November following UK government’s tax-cutting plans

• FT: IMF urges UK to ‘re-evaluate’ tax cuts in biting attack on fiscal plan

※ Multilateral lender warns ‘untargeted’ fiscal package risks stoking inflation

• FT: Tax the rich more to help victims of energy crisis, says ECB

• FT: French hostility frustrates Spain’s gas pipeline dream

• FT: ICE warms to carbon permits to ease Europe’s energy crisis

• FT: Eurostar raises prices as it struggles with Brexit border controls

• FT: UK business leaders speak out on fallout from mini-Budget

• FT: All routes lead to political pain for the Conservatives

• FT: Jump in mortgage rates threatens UK property price crash

• FT: Expensive commutes and $14 lunches: how inflation hampers back-to-work push

• FT: The cost of China’s information vacuum

• FT: SoftBank-backed Grab targets first profit by 2024

• Bloomberg: Bullard Leads Fed Speakers Pushing Hikes, Defending Credibility

• Bloomberg: Fed’s Powell Says There’s ‘Real Need’ for Better Crypto Regulation

• Bloomberg: West Coast Dockworker Talks Imperiled by Seattle Labor Dispute

• Bloomberg: Putin’s Mobilization Hits Russia’s Economy in Its Weak Spots

• Bloomberg: Goldman Sees ECB Hiking by 75 Basis Points at Next Two Meetings

• Bloomberg: Italy’s 2023 Budget Deficit to Be Between 4.5% and 4.9% of GDP

• Bloomberg: Deutsche Bank’s Chief Economist Sees ‘Painful’ UK Recession

• Bloomberg: Deflation Risks Loom in China Amid Property Crisis, Survey Shows

• Bloomberg: Xi Makes First Public Appearance Since Returning From Overseas

• Bloomberg: China Warns Waning Global Demand Is Top Threat to Trade

• Bloomberg: Fed Hikes Harming Global Markets, Economy, Ex-PBOC Official Says

• Bloomberg: Bank Indonesia Intervention Lifts Rupiah From Lowest Since 2020

• Bloomberg: Oil Output Growth in US to Exceed Government Forecast, BNEF Says

• Bloomberg: UBS Joins Calls for OPEC+ to Cut Supply to Stem Price Decline

• Bloomberg: Europe Weighs Climate Risks in Test That May Hit Bank Dividends

• Bloomberg Businessweek: Rising Home Prices Send People Moving to Texas, Florida

• Reuters: Yellen says weather disasters reduce U.S. productive capacity, sap resources

• Reuters: How Germany's industrial giants are preparing for winter

• Reuters: Japan's COVID herd immunity near 90% after Omicron wave, study says

• Reuters: Analysis: Central Europe's policymakers try to call time on rate hikes

• CNBC: Biden introduces administration’s plans to increase competition across industries

• CNBC: Fed’s Evans nervous about going too far, too fast with rate hikes

• CNBC: Larry Summers blasts UK tax cuts as ‘utterly irresponsible’ and warns of possible contagion

• CNBC: China alleges U.S. spy agency hacked key infrastructure and sent user data back to headquarters

• CNBC: 3 charts show the UK’s market meltdown

• CNBC: Inflation is here to stay despite rising interest rates, Asian business leaders warn

• CNBC: Goldman ‘significantly’ cuts oil forecasts, but sees a bounce from current levels

• CNBC: Nearly 70% of Americans are looking for extra work to combat inflation

• SCMP: ‘Completely underinvested’ China woos foreign investors but still withholds what they want most

• SCMP: With eye on Beijing, India and US make a show of unity amid fissures

• SCMP: China’s wealthiest city explores why only 1 out of 8 mothers from Shanghai have a second child

• SCMP: China’s booming second-hand market is perfect for penny-pinching, but maybe skip the used socks

• SCMP: Global Impact newsletter: With China’s 20th party congress less than a month away, Russia and Taiwan remain hot topics

• SCMP: BA.2.75.2: the new Omicron strain showing a worrying ability to evade immunity

• Global Times: China ‘confident’ of foreign trade growth in H2, as more support measures rolled out

• Nikkei Asia: Asia's ticking debt bomb: Sri Lanka crisis sounds alarm bells across region

• 매경(P1): "이대론 못버틴다"…강달러에 놀란 기업들 투자 멈춘다

• 매경: "치솟는 원자재값에 수출할수록 적자" 中企도 난리

• 매경: 원화값 급락에 소비마저 '휘청'…1인당 국민총소득 8.1% 추락

• 매경: 원화값 구원군 뜰까…韓, 선진국채클럽 편입 기로에

• 매경: 내년 외평채 최대 30억달러 발행 나설듯

• 매경(P1): [단독] 굿바이 디젤…현대차 싼타페 내년 신모델부터 생산 중단

• 매경: KDI, 납품단가 연동제 부작용 경고

※ KDI: 납품단가 연동제에 대한 경제학적 논의

• 매경: 달라진 인수조건…한화 "승자의 저주 피할것"

• 매경: "맞춤광고 괴로우셨죠"…네카오 '친절한 검색'서 활로

• 매경: 반대매매 쏟아지는 증시…'빚투 19조' 절반이 코스닥

• 매경: [단독] 국민연금, 메가존클라우드 1000억 투자

• 한경(P1): 위기 대응, 손발 안맞는 윤석열 정부

• 한경: 원팀 맞아? 시장 패닉에도 딴소리…손발 안맞는 윤석열 경제팀

• 한경: 매주 연다던 비상경제회의 한달째 '개점휴업'

• 한경: "정부 위기대응 방향 모호…시그널 확실하게 줘라"

• 한경(P1): [단독] 롯데케미칼, 동박 2위 일진머티리얼즈 인수

• 한경: 逆 자산효과'에 소비 찬바람…땡처리 매장만 북적

• 한경: "AI 가르칠 사람도 없다"…중학교 절반 이상이 정보교사 '0명'

• 한경: "조교수한테 1억 줄 수도 없고…그야말로 총체적 난국"

• 한경: "학교에서 못 배우니…" 서울 코딩학원 7배 늘었다

• 한경: 인수 시작부터 한화 '발목' 잡는 대우조선 노조

• 한경: "올해는 상황 다르다"…삼성전자·SK하이닉스 '경고등'

※ TrendForce: 【Market View】Supplier Pricing Clash Crashes Prices to Reduce Inventory, NAND Flash Pricing Forecast to Drop by 15~20% in 4Q22, Says TrendForce

• 한경: "코로나로 예식 미뤘는데 이번엔 인플레", 식대만 1인당 7만5000원…예비부부들 '울상'

• 서경(P1): PF 우발채무만 무려 16조…건설사가 위험하다

• 서경: AA급 기업도 '미착공 리스크'…금융권으로 '부실 전이' 가능성

• 서경: [시그널] 9월 회사채 발행 '0'…돈줄 마른 건설사

• 서경(P1): [단독] 칩4 첫 실무회의 '본격 가동'… 해리스 "韓 전기차 해소 협의"

• 서경: [단독]정부, 中반발 의식 '조용한 협상' 주력

• 서경: ① '2.3조 영구채' 협상 뇌관…'현 1% 금리' 내년부터 인상 불가피

• 서경: [시그널] 한화에어로, 증자로 1조 투입하나 관심…재무적투자자 확보 '자금수혈' 가능성도

• 서경: 노동규제·세금 '발목'에…해외진출 기업 94% “리쇼어링 계획 없다”

• 서경: [단독] 직구 안해도 될까…구글폰, 첫 韓 판매 추진

• 서경: [단독]'OTT 쪼개팔기' 일단락…페이센스 "콘텐츠 제휴 전환"

• 서경: 해외 수주액 29% 증가…건설업계, 해외서 활로 찾을까

• 서경: [단독]“저축은행 사태 재발할라…건설업계 ‘금융 조달 대응방안’ 연구 나서

• 서경: 이재용, 삼성 사장단 40명과 오찬…'뉴삼성' 회장 취임 임박했나

• 조선(P1): [NOW] 외국인 일손 이탈 막아라, 농촌마다 안간힘

• 조선: 스마트폰이 카드 잡아먹었다… 이젠 ‘지갑 없는 사회’

• 조선: 중소기업 안심 고정금리 대출… 30일 출시, 산업·기업銀 6조

• 조선: [단독] 이재용의 매너 캠페인 “회의때 갤럭시워치 두고 오세요”

• 조선비즈: 유가 하락에도 ‘킹달러’로 수입액 급증…9월까지 무역적자 300억달러 돌파할 듯

• 조선비즈: 신세계도 눈독 들인 4조원대 IFC 매각 표류...새 주인 찾기 난항

• 조선비즈: 구글·애플, ‘배짱장사’에 국회 협박까지… “국내 소비자 만만한가”

• 조선비즈: 한화그룹 사업 재편·M&A 캐스팅보트 쥐게 된 국민연금

• 조선비즈: 금융노조 “2차 총파업, 10월로 잠정 연기”

• 조선비즈: 대형 OLED 내년 투자 ‘제로’… 삼성전자 안움직이니 삼성D·LGD 긴축

• 인베스트조선: 생보사, 또 다시 고금리 저축성 보험 판매 경쟁

• 인베스트조선: 'M&A 걸림돌 될라'…우리금융, 낮은 자본건전성 한계

• 중앙(P1): 주담대 금리 7% 돌파…연말까지 8% 넘길 듯

• 동아(P1): “국민연금 더 내게 하되 받는 건 줄이지 말아야”

• 동아: “국회에만 맡겨선 연금개혁 못해… 국민대표 참여시켜야”

• 동아: “원화 쌀 때 한국 부동산 사자” 외국인 올 5조 매입

• 한국: "월급은 그대로인데 월세는 계속 올라" 등골 휘는 세입자들

• 서울: [단독] 檢출신 변호사, 법률고문보다 사외이사… 기업이 바뀌었다

• 머니투데이: 여전채 금리도 '발작'…카드론 15%도 머지않았다

• 머니투데이: 원전 맞먹는 대규모 해상풍력, 친환경 기업 SK에코플랜트가 짓는다

• 헤럴드경제(P1): “통화스와프 등 다층안전망 시급”

• 아시아경제: [미래차 현주소]"핸들도, 조수석도 없어도 된다"…車 업계 기술력 '톱3' 현대차의 저력

• 아시아경제: [미래차 현주소] "車 만드는 공식 바뀐다" 부품사도 환골탈태

• 아시아경제: [미래차 현주소]연말엔 '무인 택시' …현대차, 플랫폼 강화로 '자율주행' 집중

• 아시아경제: [미래차 현주소]현대차의 가장 강력한 경쟁자 '테슬라·토요타'

• 아시아경제: [인구절벽]④50년 후 인구 절반이 65세 이상 노인…인구구조 역전, 인플레 고착화

• 아시아경제: [인구절벽]⑤300조 쏟아붓고도 출산율 세계 꼴찌…한국 인구대책 흑역사

• 아시아경제: [인구절벽]⑥세금 낼 사람 주는데, 정부 지출은 증가…"예산 구조조정 필요"

• 아시아경제: 기관들 지갑 더 일찍 닫는다, 내년 바라보는 크레딧시장

• 이데일리: [르포]탄소배출 줄이는 혼소발전 연구…화력발전, 수명 연장 꿈꾼다

• 연합: 오후 9시까지 전국 3만4715명 확진…어제보다 2천여명 줄어

• 연합: 국정과제 '메가시티 구축' 잇따라 차질…호남·충청권만 활발

• 뉴스핌: [단독] 포스코, 스테인레스 보유재고 8.6만t 전량 '출하가 동결'

• YTN: [단독] 코로나 인건비로 '1인=830만 원' 국고 나갔는데...지급은 절반 미만?

• KBS: [단독] “3년마다 교체할 부품 12년 방치”…고리3호기 사고는 ‘인재’

• 이투데이: [단독] 삼성 금융계열사, 도메인도 분리한다… 삼성닷컴→삼성파이낸스로

• 시사오늘: 한화, 대우조선 인수로 경영권 승계 마지막 퍼즐 맞추나

• 아이뉴스24: [단독] LG 구광모號, 美 'AI·메타버스' 스타트업에 잇단 투자

• 전자신문(P1): 겁난다, 핀테크 '이중 규제'

• 전자신문(P1): 삼성 갤럭시S23 조기 출시...애플 아이폰14 대응

• 전자신문(P1): 구글, 망이용대가 반대에 광고까지 투입

[Opinions]

• Project Syndicate(Stephen S. Roach): Core Dangers for the Fed and China

• Project Syndicate(Andrew Sheng, Xiao Geng): In Search of a Development Plan for Asia

• Project Syndicate(M. Niaz Asadullah): Asia’s Captive Market for Migrant Labor

• Project Syndicate(Antara Haldar): Amazon’s Satanic Mills

• FT(Editorial Board): Giorgia Meloni’s victory merits concern but not panic

• FT(Martin Wolf): Why the strength of the dollar matters

• FT(Janan Ganesh): Truss learns the hard way that Britain isn’t America

• FT(Sarah O'Connor): Kwarteng’s policies won’t get inactive Britain working again

• FT(Robert Armstrong): The pound is not alone

• FT(Helen Thomas): UK suffering ‘drama discount’ on business investment

• FT(Misha Glenny): The scramble for rare earths carries big geopolitical risks

• FT(Martin Arnold): Policymakers want to help with inflation but risk making it worse

• FT(Pierre Andurand): How Europe can adapt to living without Russian gas for years

• FT(Duncan Weldon): Treacherous path ahead for Bank of England and markets

• FT(Lex): US earnings: dollar’s rampage not fully in analyst forecasts yet

• WSJ(Editorial Board): The Alternative to Britain’s Trussonomics

• WSJ(Editorial Board): The Cost of Biden’s Student Loan Write-off: $420 Billion

• WSJ(Editorial Board): Manchin’s Permitting Bill Has a Poison Pill

• WSJ(Adrian Karatnycky): A Western Surge Could Counter Putin’s Mobilization

• NYT(Paul Krugman): Why Zombie Reaganomics Still Rules the G.O.P.

• NYT(Ilia Krasilshchik): Russians Are Terrified and Have Nowhere to Turn

• WP(Catherine Rampell): An early lesson in the British pound’s free fall

• WP(Max Boot): Putin’s chaotic mobilization reveals the weakness of his dictatorship

• WP(David Von Drehle): Putin is limping toward an endgame in Ukraine. Should the West go along?

• WP(Mark Hertling): Putin’s recruits are heading for slaughter

• Bloomberg(Javier Blas): Is Putin Fully Weaponizing the Nord Stream Pipelines?

• Bloomberg(Hal Brands): China’s New Weapon Against Taiwan: Military Microaggressions

• Bloomberg(Therese Raphael, Dan Hanson): Truss and Kwarteng Must Claw Back Credibility. Can They Do It?

• Bloomberg(Leonid Bershidsky): Putin's Ukraine War Has Come Home to Russia

• Bloomberg(Mark Gilbert): The Bank of England Is Right to Snub Calls for Emergency Action

• Bloomberg(Jessica Karl): Is Nord Stream the Latest Victim of Putin’s Pettiness?

• Bloomberg(Alexis Leondis): Personal Finance: Short-Term T-Bill Interest Rates Are Way Up

• Bloomberg(James Hertling): UK Pound (GBP) Slide Is a Confidence Crisis That's Been Brewing For Years

• MarketWatch(Rex Nutting): The Federal Reserve is missing a crucial turning point in its fight against inflation because it believes in flawed data

• MarketWatch(Matthew Kroenig): This is the smart way for the U.S. to respond to Putin's hints over nuclear weapons

• MarketWatch(Yurii Romashko): Russia's invasion has been very profitable for the IMF, which is gouging Ukraine and other countries in crisis

• 한경(강진규): 국책硏도 폐지 권고한 '착한 임대인 제도'

• 동아(이창무): 불안 커지는 주택시장, 연착륙 방안 필요하다

Monday, September 26, 2022

Global Economic Monitor 220927

(Introduction)

[Markets]

• Global: Wall Street ends lower, Dow confirms bear market

※ Fed rate hikes have investors 'throwing in the towel'

※ Casinos jump as Macau allows tour groups after nearly 3 years

※ Indexes: Dow -1.11%, S&P 500 -1.03%, Nasdaq -0.60%

• UK: Pound resumes slide after BoE and Treasury seek to steady markets

※ Sterling falls below $1.07 despite central bank and government reassurances about interest rates and stable finances

• UK: UK borrowing costs suffer historic rise after hit to gilts

• China: Yuan Plunge Nears 14-Year Low Inviting Aggressive PBOC Pushback

• Metals: Grim demand outlook pushes copper prices to 2-month low

• Grains: Wheat, corn and soybean futures sag on recession fears

• 한국: '검은 월요일'…원/달러 환율 1,430원 넘고 코스닥지수 5% 폭락

• 한국: 국채 금리 급등…13년 만에 3년물 年 4.5% 넘었다

[Indicators]

• US Aug. Economic activity(Chicago Fed): Chicago Fed national activity index unchanged in August

• US Sep. Dallas Fed manufacturing Index: Texas Factory Activity Extends Losses to September Despite Pickup in Output -- Dallas Fed

• Germany Sep. Ifo business climate: German Business Confidence Slides Further on Energy Concerns

• Japan Sep. PMI: Japan's factory activity expands at slowest pace in 20 months

• Argentina Jul. Economic activity: Argentina’s Economy Stalled as Inflation Spiked in July

• 한국 9월 소비자동향: 물가 진정되나…9월 기대인플레 4.2%, 두 달 연속 하락

[Lawmakers & Policies]

• 민주당: 野 '남는 쌀 의무매입' 검수완박처럼 강행

• 국민의힘: [단독] 박성중·한무경·최형두·최춘식·박형수… 국민의힘 '文 태양광비리특위' 5명 명단

• 국민의힘: 9억 주택도 안심전환대출 받나

• 정무위: [단독] 정무위, 5대은행장 국감증인 잠정 합의... '이상송금' 최대 쟁점

• 정무위(박재호): [단독] 작년 공정위 민원 1만3000건 사상최대…사건처리기간 평균 109일

• 정무위(윤영덕): [단독]‘급락장’ 속 증권사, 공매도 수입으로 236억 벌었다

• 금융위: 새출발기금 앞둔 은행권 "부실 우려"

• 금감원: [단독] 태양광 외 풍력·지열 등 신재생 대출도 들여다 본다

• 금감원: 금리오를때 금감원의 팁… “新잔액 코픽스 대출이 유리”

• 금감원: 금감원, 2년간 내부회계관리 위반 97건 적발

• 금감원: [단독] 부당이익 50억원 챙긴 증권사들, 과태료는 9억원 불과

• FIU: 반토막 난 국내 코인 시장...시총 반년만에 32조↓

• 신복위: 신복위, 청년 대출자 이자 부담 줄여준다

• 캠코: 캠코 동산담보회수지원기구 아직 ‘예비군’ 신세

• 주금공: [단독] 주택금융공사, PF보증서 발급 한도 90% 소진… 일부 지사는 발급 ‘보류’ 들어가

• 주금공: 안심전환대출, 신청 7일차 1조5658억원 접수…총 공급의 6.3% 소진

• 산은: 21년 표류 대우조선, 결국 한화에 팔린다

※ 매경: 'M&A 승부사' 김승연의 재도전…육해공 방산그룹 큰 그림

※ 매경: "자금여력 걱정없지만 '상선 적자'는 부담"

※ 매경: 주인 찾은 대우조선, K조선 부활시킬까

※ 매경: 한화 유증으로 대우조선 2조 수혈…채권단 5년 금융지원 약속

※ 매경: "정권 초 아니면 매각 못한다"…HMM·KDB생명도 속도 낼듯

※ 매경: 12조 쓰고, 2조에 팔아…산업은행 책임론 불가피

• 공정위: 공정위, 수수료 3500억 부당징수 의혹 애플코리아 현장조사

• 공정위: 자율규제 vs 법제화…'온플법' 충돌 예고

• 개보위: [단독] 피해자 측 동의없이 내부망에 개인정보 올린 서울교통공사

• 기재위(홍성국): 대외협력기금 관리부실 '심각'…35년간 부정 제재 고작 10건뿐

• 기재위(김상훈): 작년 공공기관에 들어간 세금 100조… 4년간 무려 31조 늘었다

• 기재위(진선미): 팬데믹 이후 자영업자 빚 부담 두배 늘었다

• 기재위(진선미): 연소득 1억원 넘는 사람 119만명…전체 소득자의 4.9%

• 기재부: 추경호 "韓경제, 글로벌 불황에도 건재"

• 한은: "희생 있더라도 물가 잡겠다" 힘실리는 한은 빅스텝

• 산자위, 환노위: 총수는 안불렀지만...삼성 현대차 네이버 줄줄이 국감장으로

• 산자위(박수영): [단독]강의동 없는 한전공대…임대료만 ‘125억’ 쓴다

• 산자위(박영순): 한전 '쪼개기 임대' 자구책…직원식당·체련실까지 세 놓아

• 산자위(구자근): 현대·기아 美보조금 4천억 받을때 테슬라는 한국서 160억 수령

• 산자위(김회재): [단독]정부 '모태펀드' 예산, 상장 실적 좋을수록 더 깎였다

• 산업부: 10대그룹 만난 이창양 "산업용 전기료 인상 불가피"

• 산업부: 휘발윳값 꺾였는데… 뒤늦게 공급가 공개 확대나선 산업부

• 국토부: 공공택지 '벌떼 입찰' 원천 차단

• 국토부: 정부, 경유 연동보조금 연말까지 3개월 연장

• 국토부: 국토부, 재건축 사업도 `추가 이주비` 규제 푼다

• LH: LH, 프로젝트 파이낸싱 12곳서 1095억 날렸다

• 환노위(이주환): [단독] 文정부, 보 개방 피해 16억 배상 숨겼다

• 환노위(임이자): "文정부, 구직급여 43조원 지출…적자 전환에도 실업률 높아져"

• 고용부: 이정식 고용장관, 대전 현대아울렛 사고에 “중대재해법 적용 검토” 지시

• 고용부: 작년 산재사망 50% 건설업… 노동부, 현장 의견 담아 10월 ‘중대재해 감축 로드맵’ 발표

• 행안부: "지방이전 대기업에 세제 혜택 많이 줘야"…이상민 행정안전부 장관

• 과방위: 국감 핫이슈될 '망 사용료 법'...韓서 글로벌 여론전 펼쳐질 듯

• 과방위(이인영): [단독] '탈원전' 기조 바뀌자…경주에 소형 원자로 건립 필요성 첫 인정

• 방통위: [단독] 애플, 앱 결제 최대 1만1,000원 비싸다…"한국 소비자 호구로 보나"

• 서울시: 9평 관리비가 23만원!… 싸다더니, 청년주택이 너무해

[News]

• WSJ: Russia’s War in Ukraine to Cost Global Economy $2.8 Trillion, OECD Says

※ Research body says loss of output could be larger if Europe faces energy shortages during a severe winter

※ OECD: OECD Economic Outlook, Interim Report September 2022

• WSJ: Russian Military-Recruitment Centers Attacked Amid Mobilization Pushback

• WSJ: Ukraine’s Zelensky Urges Russians to Keep Protesting Mobilization Orders

• WSJ: Vladimir Putin Grants Edward Snowden Russian Citizenship

• WSJ: Biden Administration Resists Call to Broaden Plan for Russia Oil-Price Cap

• WSJ: Boston Fed President Says More Rate Increases Needed to Cool Inflation

• WSJ: Rents Drop for First Time in Two Years After Climbing to Records

• WSJ: NASA’s DART Spacecraft Slams Into Asteroid in Effort to Alter Its Orbit

• WSJ: S&P Expects Fed to Keep Tight Policy Until Second Half of 2023

• WSJ: China Reins In Its Belt and Road Program, $1 Trillion Later

• WSJ: China PBOC Raises Forex Risk Reserve Ratio for Forward Trading

• WSJ: Bank of Japan’s Kuroda Defends Bond-Buying Program Despite Yen Weakness

• WSJ: IPO Stocks Have Tumbled, Hobbling Demand for New Listings

• WSJ: Twitter, Elon Musk Spar Over Legal Preparations as Trial Date Looms

• WSJ: Ford Asks for New Trial After $1.7 Billion Jury Verdict in Truck Rollover Lawsuit

• WSJ: Small Businesses Get Creative as They Still Struggle With Hiring

• WSJ: Google Sees Russia Coordinating With Hackers in Cyberattacks Tied to Ukraine War

• NYT: White House Student Loan Forgiveness Could Cost About $400 Billion

• NYT: The Dollar Is Strong. That Is Good for the U.S. but Bad for the World.

• NYT: China Lets Its Currency Weaken Past a Key Barrier and Tries to Manage the Fall

• NYT: How China Targets the Global Fish Supply

• NYT: Why a Weak British Pound Matters

• NYT: Iran Strikes Kurdish Separatist Groups in Northern Iraq

• NYT: Monkeypox Appears to Recede, but Risks and Uncertainties Linger

• NYT: Germany Readies Energy-Price Caps as Economic Pain Mounts

• NYT: Interpol Issues ‘Red Notice’ for South Korean Crypto Founder Do Kwon

• NYT: For China’s Auto Market, Electric Isn’t the Future. It’s the Present.

• NYT: TikTok Seen Moving Toward U.S. Security Deal, but Hurdles Remain

• WP: Trump can win the 2024 nomination the way he won in 2016: Barely

• WP: The right-wing turn against Ukraine may be around the corner

• FT: How significant is the sterling crisis?

• FT: The dollar that Washington doesn’t yet want to weaken

• FT: France aims to shield bigger companies as recession fears deepen in Europe

• FT: Far-right wildcard Giorgia Meloni taps into Italians’ wish for radical change

• FT: Kwarteng’s fiscal shift prompts split among Tory MPs

• FT: Kwarteng’s fiscal thinking is put to the test

• FT: UK business from airlines to brewers braced for higher costs as sterling falls

• FT: UK lenders pause new mortgages amid market turmoil

• FT: Truss’s net zero climate adviser urges investors to ditch shale gas

• FT: Labour unveils £8bn plan for green investments with private sector

• FT: How abortion rights are upending the US midterm elections

• FT: Bolsonaro supporters reject bad news from Brazil election polls

• FT: Inter-American Development Bank votes to oust Trump-era president

• FT: Denmark warns on danger of spills from tankers carrying Russian oil

• FT: Apple expands iPhone production in India in shift away from China

• FT: Chief of Boeing-backed electric air taxi venture predicts sector ‘shakeout’

• Bloomberg: Everything-Selloff on Wall Street Deepens on 98% Recession Odds

• Bloomberg: Fed’s Mester Says More Restrictive Policy Needed for Longer

• Bloomberg: Biden Team Monitoring Markets Amid Volatility, White House Says

• Bloomberg: Remote Work Drove Over 60% of House-Price Surge, Fed Study Finds

• Bloomberg: US Would Trade Reserve Oil for Profit, Invest in EVs Under Democrats’ Bill

• Bloomberg: Consumer Debt Hits Record for Most Americans, Except the Wealthy

• Bloomberg: Lagarde Says ECB Will Debate QT Once It Has Normalized Rates

• Bloomberg: ECB Rates Bets Show Traders Are Convinced of Second 75bp Hike

• Bloomberg: ECB’s Newest Governor Warns of Danger From Inflation ‘Disease’

• Bloomberg: ECB’s Simkus Says Half Point Is the Minimum Hike for October

• Bloomberg: ECB to Remain ‘Extremely Vigilant’ of Inflation Expectations, de Cos says

• Bloomberg: ECB’s Guindos Says Soaring Prices Are Europe’s Main Problem

• Bloomberg: China’s Commodities Demand Faces Another Headwind in Weaker Yuan

• Bloomberg: China’s $1 Trillion Trade Boom Won’t Stop Yuan Slide, Macquarie Says

• Bloomberg: Traders Who ‘Just Want to Survive’ Sit on $5 Trillion Cash Pile

• Bloomberg: Morgan Stanley Says Dollar Surge Tends to End in Crisis

• Bloomberg: Buy US Treasuries to Prepare for 2023 Downturn, Citi Strategist Says

• Bloomberg: Russian Crude Is Slowly Being Squeezed Out of Europe

• Bloomberg: German Diesel Deal Boosts Mideast Flows to Replace Russian Fuel

• Bloomberg: Iran’s Oil Exports Fall as Competition From Russia in Asia Grows

• Bloomberg: Weaker Demand for Chinese Goods Spells End of Shipping Boom

• Reuters: Analysis: Crowd of dollar bulls raises risk of violent pullback

• CNBC: The ‘real cure’ for inflation has gone ignored, Steve Forbes says

• CNBC: Wharton’s Siegel says Jerome Powell owes ‘the American people an apology’ for poor Fed policy

• MarketWatch: If chip production is recovering, why are automakers still making fewer cars?

• Fox Business: Bond market crash foreshadows new lows for US stock market, BofA warns

• SCMP: ‘Painful lessons’: call for China’s Communist Party to avoid ‘strategic mistakes’

• SCMP: Electric cars: Beijing extends exemption from 5 per cent purchase tax to end of 2023 in boost for sector

• SCMP: Explainer | China yuan: what can the central bank do to prevent the currency weakening against the US dollar?

• SCMP: US-China relations: economic globalisation has forever changed, warns ex-finance minister Lou Jiwei

• Nikkei Asia: Japan details October's full tourism reopening: 6 things to know

• Nikkei Asia: U.S. will need more time for trade liberalization: former USTR official

• Economic Times: S&P retains FY23 growth forecast at 7.3%; OECD at 6.9%

• Economic Times: Can India economy stay steady amid global turmoil? These 8 charts sum it up

• 매경: "한국 아시아서 가장 위험"…'제2 IMF' 경고 쏟아지는 이유

• 매경: "원화값 1500원도 각오해야"…개입할수록 투기세력 가세 '딜레마'

• 매경: 코스피 1900선 전망까지 나왔다…악재만 쌓이고 호재 안보여

• 매경: 미래에셋, IFC 인수 무산 후폭풍…대체투자업계도 '꽁꽁'

• 매경: "이념에 잠식됐던 韓경제, 해법은 시장자유"

• 매경: 美조지아 상원의원 "현대차 역차별 안돼"

• 매경: LG엔솔 삼성SDI 주무기 였는데…중국업체 '이것'까지 눈독

• 한경: "재판매 않겠다" 동의해야 판다…에루샤·나이키, 리셀과의 전쟁

• 한경: 코스닥 얼어붙자…확 줄어든 무상증자

• 한경: 국내 주식도 0.1株씩 사고 판다…소수점거래, 연내 12개 증권사로 확대

• 서경: [시그널] '물적분할' 빗장에…대기업 '인적분할' 승부수

• 조선: [단독] “北, 핵개발에 2조원 써… 4년치 식량난 해결할 수 있는 돈”

• 조선: 대리기사 “노조 전임자 임금 달라”... 카카오모빌리티는 난색

• 조선: [단독] 삼성, 미래전략실 해체 이후 5년만에 첫 사장단 회의

• 조선: “금모으기했던 국민들, 달러 사기 바빠” 금융위 前부위원장 발언 역풍

• 조선비즈: 국민 60%, 고물가·고금리에 지갑 닫는다… 내년까지 소비 ‘꽁꽁’

• 조선비즈: “1400원이 천장”… 달러 ‘곱버스’에 1000억원 태운 개미들

• 조선비즈: “美 긴축發 환율쇼크, ‘한미 통화스와프’ 만능열쇠 아냐”…외환당국, 달러 수급 개선으로 해법 찾는다

• 조선비즈: 역성장 맞닥뜨린 K반도체… 삼성전자·SK하이닉스 실적 ‘빨간불’

• 조선비즈: [사이언스카페] 공정 관리부터 3D 건축까지, 건설 현장 누비는 드론

• 인베스트조선: 금융지주 때 아닌 출자경쟁...자금줄 마른 VC '구원투수' 기대감

• 인베스트조선: '이자장사' 모면 노력에도 벌어진 예대금리차…커지는 부작용 우려

• 중앙: 연금곳간 비는 2057년… 월급 30% 보험료에 “젊음이 죄냐” 저항

• 동아: 제철소 수해-파업… 조선-車업계 ‘철강대란’ 비상

• 동아: [단독]“美보호무역, 결국 소비자 피해… 정부 정책이 경쟁 방해 말아야”

• 문화: 시멘트 “가격인상 불가피” vs 레미콘 “이대로면 셧다운”

• 헤럴드경제(P1): 상방압력 곳곳에...高苦물가

• 헤럴드경제: 국내 재생에너지 비중 고작 2%…기업, RE100 하고 싶어도 힘든 현실

• 파이낸셜뉴스: "예금 뺏길라" … 저축은행 '눈물 겨운' 수신금리 인상

• 아시아경제(P1): [인구절벽]①"한집 건너 한집이 빈집"…지난달 '출생아 0명' 대구 내당동 르포

• 아시아경제: [인구절벽]②30년 후 인천 동구, 부산 영도구 사라집니다

• 아시아경제: [인구절벽]③"저출산 해법은 '삶의 질' 개선…교육·노동·주거 불균형 해소"

• 아시아경제: [도시정비 신탁의 시대①]정부가 미는 신탁사업의 ‘득과 실’

• 디지털타임스: `연 5300억` 아까워서 어쩌나… `탈러시아` 망설이는 현대차

• 이데일리: “3高인데 보험료까지...”3세대 실손보험도 인상되나

• 연합: 오후 9시까지 전국 3만7254명 확진…진단검사 늘며 어제의 2.7배

• 연합: '상속·지배구조 개편용 실탄'…오너일가 주식담보 대출 5조원대

• 연합: "국민 10명중 6명 하반기 소비 줄일 계획…물가·빚 때문에"

• KBS: [단독] ‘가상계좌’ 5만 개, 피싱에 동원…결제대행사 대표 등 7명 구속

• KBS: [탐사K/론스타ISDS]⑪ 승패 가른 최종 심리…하나금융 증언 신뢰성 ‘추궁’

• 이투데이: [단독] 코픽스서 씨티은행 제외된다…은행연, 코픽스관리위원회 28일 개최

• 이투데이: [단독]물가 1%P 오르면 취업자 14만 명 감소…고물가에 일자리도 증발

[Opinions]

• Project Syndicate(Robert D. Kaplan): Russia, Iran, and the Perils of Post-Autocracy

• Project Syndicate(Abe Shinzō): Realizing a Free and Open Indo-Pacific

• Project Syndicate(Mark Leonard): Preparing for the Long War

• Project Syndicate(Andrés Velasco): God Save the Pound?

• Project Syndicate(Bill Emmott): Giorgia Meloni’s Moment

• FT(Editorial Board): Markets take fright over Britain’s economic strategy

• FT(Ruchir Sharma): The seven economic wonders of a worried world

• FT(Gideon Rachman): Putin’s nuclear threats cannot be ignored

• FT(Katie Martin): Stop looking for a bogeyman to explain sterling’s collapse

• FT(Robert Armstrong): What’s next

• FT(Toby Nangle): Kwarteng has shaken investor confidence in the UK

• WSJ(Editorial Board): The U.S.-U.K. Trade Fail

• WSJ(Editorial Board): The Italian Right’s Moment of Truth

• WSJ(Editorial Board): A Gore-Kerry Political Climate Hit

• WSJ(Walter Russell Mead): Liz Truss’s Big Gamble on the U.K. Economy

• NYT(Mattia Ferraresi): Giorgia Meloni Is Extreme, but She’s No Tyrant

• NYT(Kori Schake): Biden’s Cautious Foreign Policy Is Imperiling the United States

• WP(Jennifer Rubin): Putin’s debacle is breaking his country — and he might pay the price

• WP(Joseph Cirincione): Putin says nuclear threat is no bluff. We should take him at his word.

• WP(Sebastian Mallaby): Britain has replaced Italy as Europe’s problem economy

• Bloomberg(Mohamed A. El-Erian): Why Investors Are Facing Even More Market Instability

• Bloomberg(Daniel Moss): Emerging Market Currency Crisis Tag Is Alarming for Britain

• Bloomberg(David Fickling): Commodity Markets Brace for a Rampant Dollar

• Bloomberg(Tyler Cowen): Truss’s Economic Plan Isn’t the Disaster Everyone Says It Is

• Bloomberg(Allison Schrager): Norman Rockwell Policies Won’t Save the US Economy

• Bloomberg(Jonathan Levin): So You Say You’re Bearish on Stocks, But Are You Really?

• Bloomberg(John Authers): Beware the ‘Cover Curse:’ How to Tell When a Market Meltdown Is Overdone

• Bloomberg(Javier Blas): Liz Truss's Cryptic £40 Billion Bailout for Energy Traders

• Bloomberg(Anjani Trivedi): Tesla’s Big Batteries Aren’t the Fire Problem. Lithium Is

• 한경(이우종): 美 인플레 감축법 처방책은

• 서경(김지영): 김주현 위원장의 말 바꾸기 리스크

• 조선(양재진): 70%에 무조건 주는 기초연금, 바꿔야 한다

• 중앙(신성호): 과거 다섯 차례 주가 하락, 환율 정점을 고비로 멈췄다