일본서도 오미크론 감염자 첫 확인
https://www.yna.co.kr/view/AKR20211130128751073


オミクロン株、日本初確認
https://nordot.app/838302799563325440?c=39550187727945729


모더나 CEO "기존 백신, 오미크론에 효과 떨어질 듯"(종합)
https://www.yna.co.kr/view/AKR20211130114351009

Moderna chief predicts existing vaccines will struggle with Omicron(유료)
https://www.ft.com/content/27def1b9-b9c8-47a5-8e06-72e432e0838f


Omicron threatens US economic recovery, warns Powell(유료)
https://www.ft.com/content/181021d7-9dc4-4a55-a8e9-d5ae26e8e5c1



시장은 역시나 당분간 계속 출렁거릴 것 같습니다.

가 될지.

리얼 월드에서 실제로 어떻게 되는지가 중요한데, 일단 처음 알려졌을 때보다는 우려되는 상황인 것은 같습니다만, 다른 나라들에서 퍼지는 것도 조금 더 지켜봐야 할 것 같습니다.

델타 때의 경험 때문인지, 묻지도 따지지도 않고 일단 던지는 움직임도 관찰됩니다.


"델타보다 강한 전파력"…남아공발 새 변이에 WHO 긴급회의
https://www.yna.co.kr/view/AKR20211126054100009

‘The virus is always searching for its next move’: why science is alert to new variants (유료)
https://on.ft.com/3CUUXY9

10년만에 비축유 방출 카드 꺼낸 국제사회…에너지값 잡을까
https://www.yna.co.kr/view/AKR20211124003000072

글로벌 비축유 방출에도 국제유가 급등…WTI 2.3%↑
https://www.yna.co.kr/view/AKR20211124007300072

https://fingfx.thomsonreuters.com/gfx/ce/gdpzydgxbvw/MARKET%20REACTION%20TO%20THE%20IEA%20STOCK%20RELEASE%20--%20A%20QUESTION%20OF%20PERCEPTION.pdf

https://foreignpolicy.com/2021/09/24/energy-crisis-europe-gas-coal-renewable-prices-climate/

과연?

Reporter: "How many barrels of oil does the U.S. consume per day?"

Biden's energy secretary: "I don't have that number in front of me" pic.twitter.com/Z0Zv7tHS2v

— The Post Millennial (@TPostMillennial) November 23, 2021

미 10월 소비자물가 6.2%↑…31년만의 최대폭 상승
https://www.yna.co.kr/view/AKR20211110180900072

https://www.bls.gov/news.release/pdf/cpi.pdf

인플레이션!

채권 시장 출렁출렁


Breakevens Surge as Traders Bet on Faster Fed Move After CPI
https://www.bloomberg.com/news/articles/2021-11-10/u-s-5-year-tips-breakeven-rate-rises-to-record-high-after-cpi

Stocks Drop to Session Lows; Bonds Fall on Auction: Markets Wrap
https://www.bloomberg.com/news/articles/2021-11-09/asia-stocks-set-for-mixed-start-treasuries-jumped-markets-wrap

DWAC!

'트럼프가 새 소셜미디어 만든다' 소식에 관련주 357% 폭등
https://www.yna.co.kr/view/AKR20211022009200072

The Moneyman Behind Trump’s Media Company Runs a Firm in Wuhan
-Patrick Orlando, head of SPAC, is CEO of China’s Yunhong
-Braganca, a descendant of Brazil’s former monarchy, is CFO(유료)
https://www.bloomberg.com/news/articles/2021-10-21/the-moneyman-behind-trump-s-media-company-runs-a-firm-in-wuhan

Hedge funds make millions as shares in Trump media Spac jump
DE Shaw, Saba Capital and others in line for windfall on deal with former US president’s newly launched outlet(유료)
https://www.ft.com/content/d266e746-27af-46c8-a6d9-4081cfe3cc00

https://tmtgcorp.com/company-overview/

북미 비료 가격

UN 세계식량가격지수

FAO "세계 식량 가격 최근 10년새 최고치"
https://www.yna.co.kr/view/AKR20211008070400009

Kraft Heinz says people must get used to higher food prices
https://www.bbc.com/news/business-58847275

The Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought
https://www.bloomberg.com/news/features/2021-09-28/climate-change-in-brazil-fire-frost-drought-upends-global-markets

가뭄·한파로 브라질 농산물 생산 증가 신기록 행진 멈출 듯
https://www.yna.co.kr/view/AKR20210910160600094

Cotton prices just hit a 10-year high. Here’s what that means for retailers and consumers
https://www.cnbc.com/2021/10/10/cotton-prices-hit-10-yr-high-what-it-means-for-retailers-and-shoppers.html

치솟는 유가에 미국 경제 전망 '경고등'…인플레이션 압력↑
WTI 가격 7년만에 80달러…"미국 성장률 3.5%→1.5%로 저하"
https://www.yna.co.kr/view/AKR20211011001900072

In a World Fighting Climate Change, Fossil Fuels Take Revenge
Demand for coal is moving back near peak levels
https://www.bloomberg.com/news/articles/2021-10-10/in-a-world-fighting-climate-change-fossil-fuels-take-revenge

중국 산시성 이례적 '10월 수해'…이재민 176만 발생
https://www.yna.co.kr/view/AKR20211011037300083

China’s coal futures hit all-time high as floods worsen energy crisis
Mine closures intensify power crunch that has forced rationing and rattled global markets(유료)
https://www.ft.com/content/2b986dca-bfdb-48f7-ba37-4a5e9a3d1412

Global economic rebound hit by supply squeezes, energy costs and inflation
Brookings-FT tracking index shows growth is slowing in China and US(유료)
https://www.ft.com/content/5b0bf589-bfee-429e-8e64-3c2ea69b7262

Investors Watch for Rising Costs in Earnings This Week
JPMorgan Chase, Delta Air Lines, UnitedHealth and Domino’s Pizza are among companies set to report
https://www.wsj.com/articles/investors-watch-for-rising-costs-in-earnings-this-week-11633858202?st=xssrfojbbfhgezf&reflink=desktopwebshare_permalink

인플레이션이 일시적일 것이라는 Fed 인사들의 발언들은 이미 밈으로 회자되고, 이제는 이미 찾아온 인플레이션이 얼마나 오래갈 것인지가 문제. 언론에서는 올겨울 서유럽, 중국 에너지 수급 불안이 화제이지만, 실제로 더 문제가 빨리 닥친 곳들 중에는 동유럽 국가들도 있습니다. 알바니아, 세르비아, 코소보 등은  전력 수출에 제한이 걸리고, 긴급 사태가 선언되고 했습니다.

식량, 에너지뿐 아니라, 면화, 주택 임대 가격 등등 많이 안 오르는 것은... 월급??