Business Intelligence Monitor 200108

[Markets]

•   Global: Dollar gains, oil slips as markets focus on Mideast

※   World stock markets trade little changed after sell-off

※   Oil off highs despite threat of Iran strike against U.S.

※   Safe-haven currencies retreat as U.S.-Iran fears ease

•   미국: Tesla market cap surges past GM, Ford as Musk dances into China

•   중국: China’s renminbi strengthens to highest levels since August

•   한국: 코스피 1% 올라 2,170선 회복…코스닥도 1%대 상승

•   사우디: Saudi Aramco: Shares drop to lowest price since IPO on Iran fears

•   Metals: Copper edges higher as investors take stock and look to China

•   Grains: Soybeans slide as rain boosts South American crops, USDA estimates awaited

[Indicators]

•   한국 11월 경상수지: 작년 11월 경상흑자 60억달러…전년동기비 증가 전환

•   중국 12월 외환보유액: China’s Foreign Exchange Reserves Rose on Weaker Dollar

•   유로존 12월 소비자물가: Eurozone inflation hots up on pre-Christmas consumer spending

•   미국 11월 무역수지: U.S. Trade Gap Lowest in Three Years as Imports From China Slide

•   미국 12월 ISM 비제조업PMI: US services avoid aftershock from factory weakness

[News]

•   WSJ: Boeing Considers Raising Debt as MAX Crisis Takes Toll

•   WSJ: Iran Threatens Retaliatory Attack as U.S. Says Killing Was Self-Defense

•   WSJ: Tesla Set to Expand China Assembly With Model Y Compact SUV

•   WSJ: Senate Panel Clears North American Trade Pact

•   WSJ: A Counterintuitive Fix for Robot-Driven Unemployment

•   WSJ: Demand For Fed Liquidity Rises, New York Fed Injects Nearly $100 Billion

•   WSJ: Newsletter: Gold, Oil, Uncertainty and Iran

•   WSJ: GM Posts Its Biggest China Sales Decline

•   WSJ: To Make Korea Pay More for Security, Trump Has to Show His Shopping List

•   WSJ: The Best of CES 2020

•   NYT: Khamenei Wants to Put Iran’s Stamp on Reprisal for U.S. Killing of Top General

•   NYT: Pentagon Rules Out Striking Iranian Cultural Sites, Contradicting Trump

•   NYT: Stampede at Suleimani’s Funeral in Iran Kills Dozens

•   NYT: Iraqi Base With U.S. Troops Is Hit by Rockets: Live Updates

•   NYT: Joe Biden, Seeking Commander-in-Chief Moment, Denounces Trump’s Iran Aggression

•   NYT: Why Oil Prices Are Up Only Modestly Since the Suleimani Killing

•   NYT: Where’s Your Flying Car? Hyundai and Uber Say They’re Working on It

•   WP: Once a policy afterthought, Iraq becomes a problem for Trump administration

•   WP: Both Trump and Democrats see political benefits to U.S. killing of Iranian general - The Washington Post

•   WP: Bolton’s willingness to testify in Trump’s impeachment trial ramps up pressure on Senate Republicans

•   WP: As Iran prepares to bury Soleimani, Iraq expecting U.S. troop withdrawal

•   WP: McConnell says he is ready to proceed with impeachment trial with no deal on witnesses

•   WP: Why North Korea’s state media has barely mentioned U.S. killing of Iran’s Soleimani

•   WP: US strike on Iran could have consequences in North Korea

•   FT: Central banks low on ammunition, warns Carney

•   FT: Carmakers move from cars to building cities at CES

•   FT: Venezuela’s Guaidó sworn in as head of congress

•   FT: Spain’s parliament confirms Sánchez as prime minister

•   FT: France and US seek to resolve digital tax dispute

•   FT: López Obrador’s frugality tested by flat Mexico growth

•   FT: UK house price affordability worsens over past decade

•   FT: Boris Johnson, Hungary and rightwing European populism

•   FT: Decoupling is the real result of the US-China trade truce

•   FT: Venezuela: what happens next?

•   Bloomberg: Trump’s Targeted Iran Killing Is Kim Jong Un’s Biggest Fear

•   Bloomberg: China’s Record-Breaking Pork Rally Set to Return After New Year

•   Bloomberg: Fed Signals High Bar for Rate Move While Iran Tensions Simmer

•   Bloomberg: Pimco Sees U.S. Lagging Behind Global Economic Growth in 2020

•   Bloomberg: Traders Pile Into China Markets on Optimism Over Economy, Trade

•   Bloomberg: France Says Davos Deadline Set to Calm Trade Tensions With U.S.

•   Bloomberg: ECB Researchers Say Inflation Isn’t So Puzzling After All

•   ECB: A Phillips curve for the euro area

•   Bloomberg: Here’s How the European Union Runs a Trade Surplus With...Itself

•   Bloomberg: Wall Street Is Gaming Out All the Possible U.S.-Iran Scenarios

•   Bloomberg: U.S. Greenhouse Gas Emissions 2019 Fell As Coal Plans Close

•   Bloomberg: China’s Tax Cuts Lifted Growth Almost 1 Percentage Point in 2019

•   Reuters: Trump says discussed oil prices, Middle East stability with Saudi minister

•   Reuters: Factbox: Key facts on Taiwan-China relations ahead of Taiwan elections

•   Reuters: Copper output slumps at Codelco, BHP's Escondida in November

•   Reuters: Toyota to build prototype city of the future in Japan

•   CNBC: UBS predicts a 'V-shaped' year where markets drop then recover

•   CNBC: Boris Johnson meets von der leyen ahead of Brexit day

•   CNBC: Mortgage rates fall further as buyers rush into the first open houses

•   CNBC: Middle Eastern tensions rise – experts on what this means for markets

•   Fox Business: 'Significant' oil wells with 'prolific' potential discovered off South America

•   Fox Business: Harvard economist makes troubling prediction about USMCA trade deal

•   SCMP: China cements Communist Party’s role at top of its SOEs, should ‘execute the will of the party’

•   SCMP: Trade war: China’s refusal to lift grain quotas make Trump’s phase one import demands ‘more difficult’

•   Global Times: China, US could possibly sign phase one trade deal next week: sources

•   매경(P1): 文대통령 신년사 “부동산 투기와 전쟁 결코 지지 않겠다"

※   연합: [전문] 文대통령 "노·사, 진보·보수, 남·북 두 날개로 상생도약"

•   매경: 文 "전쟁" 표현까지 써가며…`집값잡기` 고강도 대책 예고

•   매경(P1): 개인용비행체 공개한 정의선 "2028년 상용화"

•   매경(P1): 갤브레이스 텍사스대 교수 "트럼프 충동 결정이 이란사태 촉발"

•   매경: 제임스 갤브레이스 텍사스대 교수 "부유세·기본소득은 비현실적…인기 좇는 경제학자 주의해야"

•   매경(P1): "4차산업혁명 정책…한국정부, 中·日에 뒤처져"

•   매경: 韓CEO, 세계·자국경제에 비관적…국내투자 계획도 가장 꺼려

•   매경: 韓日관계 악화땐…모두 `지는 게임`

•   매경: 가장 중요한 미래기술은 단연 `AI`…3국 기업인, AI·IoT 주목

•   매경: 올해 매력적인 시장은 `中보다 美`

•   매경: 주인따라 다니며 스마트홈 제어…삼성 "AI로봇 시대 연다"

•   매경: 박일평 LG전자 사장 "고객이 가전수리 신청하기 전 AI가 먼저 제품상태 파악하죠"

•   매경: 전시관 둘러보니 삼성시티선 휴대폰이 모든 열쇠 대체…LG, 車에 스타일러 장착

•   매경: 비행체~환승허브~자율차…현대차 `도심 모빌리티` 청사진

•   매경: 태양광 부추기더니…공급 넘치자 `뒷북` 규제

•   매경: "폴더블 노트북에 AI칩 장착"…인텔, 데이터 산업서 금맥

•   매경: [단독] 공시가인상 후폭풍 "재건축부담금 수억 더내야"

•   매경: "더넓은 집으로 옮기고 싶은데…", `매물 절벽`에 실수요자들 발동동

•   한경(P1): [단독] 총리가 약속한 규제 폐지 절반도 못 지켜

•   한경: [CES 2020] 도요타, 로봇·자율차 누비는 스마트시티…보쉬는 2025년까지 모든 제품에 AI 탑재

•   한경: [CES 2020] "딥러닝 의존 않고 자율주행 5단계 실현할 것"

•   한경: [CES 2020] "AI는 기업 생존의 문제…IBM 고객사 90%, 사업에 활용할 것"

•   한경: [CES 2020] 인텔, AI로 재난 구호…퀄컴, 자율차용 칩 공개

•   한경: [CES 2020] 소니, 모빌리티 시장 진출…차세대 전기차 공개

•   한경: LGD, OLED 올인…국내 대형 LCD 생산 접는다

•   한경: [CES 2020] SK하이닉스, SSD신제품 CES서 대거 공개

•   한경: 전기차 소재·부품·장비 기업들 "캐파가 경쟁력이다"

•   한경: 동박 부문 라이벌로 떠오른 SKC·일진머티리얼즈

•   서경(P1): 美, 반덤핑 공세에···철강수출 할당량 못 채웠다

•   서경(P1): 대만 IT 전문지 "올 낸드가격 최대 40% 오른다"

•   서경: 5G 상용화에 낸드 수요 껑충···D램가격도 상승세 탈듯

•   서경: 해외건설 수주 13년만에 최악 현실로

•   서경: "美-이란 전면전 땐 세계 성장률 0.3%P↓"

※   국제금융센터: 최근 중동정세 불안에 대한 해외시각 점검

•   서경: '비상등' 켜진 글로벌 車업계···생산량 곤두박질

•   조선: 文대통령의 '북한 우선' 신년사… 해리스 곧바로 "美와 협의해야"

•   조선: "한국, 중동에 병력 보내길 희망한다" 美대사가 직접 호르무즈 파병 압박

•   조선: "청년고용률 최고치"라는데… 청년 체감실업률은 23%

•   조선비즈: [CES 2020] '깜짝쇼' 없는 올해 TV시장... 혁신기술 '성숙'

•   조선비즈: 4월 금통위원 무더기 교체... 소득주도성장론자 올까 관심

•   중앙(P1): [과학&미래] 탈원전에…'월성 2·3·4호기 스톱' 초유의 사태 온다

•   중앙: 집값 통제 부작용에도…부동산 정치 마이웨이

•   동아: 中 1인당 GDP 1만달러… 탈빈곤 속도 높인다

•   동아: 구글도 ‘인공지능 홈비서’에 사활

•   문화: “부동산 공급 문제없다”… 朴시장의 ‘황당한 대책’

•   문화: “해상풍력발전기 50기 설치”…태안군 단지건립 강행 채비

※   태안풍력발전은 한국서부발전, 한국남동발전, 두산중공업, 한국전력기술의 합작회사다.

•   문화: 전기車 배터리 ‘음양의 조화’… 더 강하고 더 오래가게

•   한국(P1): 수도권 인구 > 非수도권 인구… 껍데기 된 균형발전

•   세계(P1): [단독] “시진핑, 3월 단독 일정으로 한국 방문”

•   머니투데이(P1): [단독]美 듀폰, 한국에 포토레지스트 공장 짓는다

•   머니투데이: [단독]미국과 손잡고…소·부·장 '극일' 속도낸다

•   머니투데이: 그린수소 글로벌 협력 10년 앞서고도...日 "韓 부럽다"

•   머니투데이: 도쿄올림픽은 발판, '그린수소'로 탈탄소사회 꿈꾸는 일본

•   머니투데이: 삼성전자, 4Q 영업이익 6조원대로 꺾일듯…DP '발목'

•   헤럴드경제: 한진·네이버·카카오·두산…국민연금 수익률 ‘효자’

•   파이낸셜뉴스(P1): "호가를 왜 내려요" 강남 집주인들 '버티기'[현장르포]

•   파이낸셜뉴스: 중기·소상공인에 36조 신규 공급… 사실상 ‘미니 경기부양책’[설민생대책]

•   파이낸셜뉴스: "미니멀리즘 로봇 집약체 '테미' 단순해도 용도는 무궁무진"[인터뷰]

•   아시아경제: 강인수 국제통상학회장 "美 무역확장법 반도체 겨눌 수도"

•   아시아경제: 필리핀 30년만에 원전 가동하나…“한, 러시아 등 재건 사업 밑작업 나서"

•   디지털타임스(P1): 中단체관광객 5000명 온다… 한한령 이후 최대 규모

•   이데일리: "LCD TV 패널 수요 하락세, OLED는 꾸준히 성장"

•   연합: 작년 '시총 1조클럽' 상장사 1곳↑…신규 상장 빼면 감소 : 네이버 뉴스

•   연합인포맥스: 한신평, '계열 재무부담' 두산인프라 등급전망 하향

※   한신평: 두산인프라코어㈜ 무보증사채 등급전망 (‘긍정적’ → ‘안정적’) 변경 사유

•   글로벌이코노믹: [글로벌-Biz 24] 두산 루마니아 계열사 두산IMGB 조업 일시중단…내년 폐업 예정

•   글로벌이코노믹: 유수경 두산퓨어셀 대표, '삼성DNA' 녹여 '수소 메카' 만든다

•   하우징헤럴드: "금호산업이냐 두산건설이냐"… 신사1구역 시공자선정 치열

•   데일리그리드: 두산건설, 시흥 '대야두산위브 더파크' 입주지연 민원 잇따라

※   에브리뉴스: [단독] 두산건설, 경기도 시흥시 대야동 재건축 현장 부실공사 파문

•   뉴데일리: [르포] "아듀" 두타면세점… 쓸쓸한 폐점 준비

•   EBN: [CES 2020] 박용만 대한상의 회장, 첫 방문…혁신도시 시애틀도 시찰

•   reNews: US power player scores wind double

•   Renewables Now: UK requires more low-carbon generation to meet climate goal, analysts say

•   KHL: EU reforms could cost construction jobs

•   Equipment World: New Cat dozers will no longer have letters in their model names. Here’s why.

•   For Construction Pros: Doosan Bobcat Showcase Innovation at the 2020 Consumer Electronics Show

•   건설경제: [신년기획] 건설기계의 변신, 머신컨트롤(MC)

•   CNET: CES Day 1: Foldable-screen laptops, Impossible Pork and more - Video

•   CNET: CES 2020 day 1 live: Giant Samsung TVs, foldable laptops, cat robots and more

•   CNET: At CES 2020, Google doubles down on getting its software all around you

•   CNET: All the cool new gadgets at CES 2020

•   CNET: MicroLED could soon replace OLED screens, and Samsung's first in line to try

•   CNET: CES 2020: Amazon, BMW and FCA are teaming up to bring Fire TV to your car

•   CNET: CES 2020 live from Las Vegas: The latest from Sony, Impossible Foods, Samsung and more

•   CNET: The next big thing at CES 2020? Anticipatory tech that gets to know you

•   CNET: Toyota creating living lab to study city of the future - Video

•   CNET: CES glows up with face printers, 10-second tooth cleaning and Galaxy S11 news - Video

•   전자신문: [CES 2020](단독)IoT 국제표준, 첫 상용화…삼성·LG 주축 글로벌 IoT 연합 본격화

•   전자신문: [CES 2020] 재계 최고 별들 'CES2020 종횡무진'

•   전자신문: [CES 2020]TCL-하이센스, 독자 기술로 TV 시장 도전

•   전자신문: [CES 2020]진영 늘어난 미니LED·마이크로LED

•   전자신문: [CES 2020]"OLED 당할 기술 없다"...LGD 프라이빗 부스 가보니

•   전자신문: [CES 2020]기술 과시 넘었다...내 손 안에 들어온 '로봇'

•   전자신문: 신재생에너지공급인증서 발급 더 깐깐해진다

•   전자신문: 두산솔루스 "6㎛ 전기차 배터리용 동박 출하 시작"

•   전자신문: 마구 섞인 부품 속, 필요한 것만 쏙…바질컴퍼니 '빈피킹 로봇시스템' 개발

•   Hannover Messe News: Service robots get their own service

•   Robotics & Automation News: Autonomous buses and shuttles reflect ‘strong societal trends’, says report

•   Robotics Tomorrow: Enterprise Application Automation -- This is Bigger Than Just RPA

•   Robot Report: Vecna Robotics closes $50M Series B for logistics automation

•   Dronelife: From Bikes to Drones and Everything in Between: Delta’s CEO Outlines an Amazing Future at CES

•   Dronelife: DJI-backed Livox Unveils New Lidar Tech at CES 2020

•   테크월드: 수소연료전지의 또 다른 활용처로 부각되는 ‘드론’

•   테크월드: ’배터리 재팬 2019’로 살펴보는 배터리 산업의 현재와 미래

•   Nikkei Asian Review: Autonomous driving to take off in 2020, China robotaxi CEO says

•   Economic Times: India plans to cut spending to curb deficit; may hurt growth

•   Economic Times: CIL expects to clear 20.5-MT non-power sector backlog by March

•   Livemint: GDP advance estimates: Govt pegs economic growth at 5% for FY20

•   Livemint: Productivity has big role in India’s $5 tn GDP dream

•   Jakarta Post: Indonesia’s 2019 budget deficit widens to 2.2 percent amid tax revenue short fall

•   Viet Nam News: Việt Nam's economy shines in 2019 but concerns exist for 2020

[Opinions]

•   Project Syndicate(Daniel Gros): Will Eurozone Policymakers Take the Long View?

•   Project Syndicate(J. Bradford DeLong): Isn’t a Wealth Tax Common Sense?

•   Project Syndicate(Shashi Tharoor): What Happened to India?

•   Project Syndicate(Miao Yanliang): The Dilemma of Central Banking

•   FT(Martin Sandbu): Persistent stimulus has kept global growth on track

•   FT(Lex): Uber/Hyundai: not fare

•   FT(Gita Gopinath): Digital currencies will not displace the dominant dollar

•   FT(Brendan Greeley): Economists fear US is approaching limit of monetary policy

•   FT(Lorenzo Bini Smaghi): Target causes of low inflation before shifting goals

•   FT(David Sheppard): Even with US-Iran tensions, oil is not a one-way bet

•   WSJ(Alan S. Blinder): The Fed Should Speak English for a Change

•   WSJ(Walter Russell Mead): Pompeo Explains the Iran Policy

•   WSJ(Joseph Epstein): Will the Gentleman From the Underworld Yield?

•   NYT(Paul Krugman): Trump the Intimidator Fails Again

•   NYT(David Leonhardt): No One Believes Trump

•   NYT(Michelle Goldberg): The Nightmare Stage of Trump’s Rule Is Here

•   NYT(Elizabeth Cobbs, Kimberly C. Field): Why Did the U.S. Kill Suleimani?

•   WP(Catherine Rampell): Don’t root for a recession to knock out Trump

•   WP(Henry Olsen): Lay off South Korea, Mr. President

•   WP(Dana Milbank): Trump wags the hippopotamus

•   WP(Paul Waldman): Trump’s rationales for the Soleimani killing are falling apart

•   WP(Paul Waldman): Elizabeth Warren tries to pick a fight with Joe Biden

•   WP(Marc A. Thiessen): Reagan would have been proud of Trump’s Iran strike

•   WP(James M. Inhofe): Iran cannot afford an all-out war

•   WP(Leon E. Panetta): Trump is facing the greatest test of his presidency

•   WP(Andy Kim): Brinkmanship is not a strategy

•   WP(Michael Gerson): One of the worst outcomes with Iran would be for Trump to fail

•   Bloomberg(Daniel Moss): Enjoy That 29% Rally? You Have These Folks to Thank

•   Bloomberg(Noah Smith): Capital Controls Are Becoming Disturbingly Popular

•   Bloomberg(Brian Chappatta): Ben Bernanke Sounds Tone-Deaf on Negative Interest Rates

•   Bloomberg(Therese Raphael): Boris Johnson Faces His Own Iranian Nightmare

•   Bloomberg(Leonid Bershidsky): Economists Care Too Much About Inequality

•   Bloomberg(Noah Feldman): John Bolton Is Bluffing

•   Bloomberg(Pankaj Mishra): Hardliners in the U.S. and Iran Are Each Other’s Best Friend

•   CNN(Elie Honig): John Bolton's statement should scare Trump

•   MarketWatch(Paul Brandus): One huge reason millennials love gray-haired candidates like Bernie Sanders

•   MarketWatch(Pierre Briançon): Three reasons why Europe is unprepared for an Iran-related economic shock

•   MarketWatch(Alicia H. Munnell): Middle-income households haven’t recovered since the Great Recession — here’s a reason why

•   디지털타임스(문성인): 인공지능이 여는 철벽 原電 안전

•   미디어오늘(이원영): ‘탈원전’에 시비거는 언론들에게