Business Intelligence Monitor 200109

[Markets]

•   Global: Oil slumps, stocks soar as Mideast conflict worries fade

※   Trump says Tehran ‘standing down’ after missile attack

※   Global equity index, stocks on Wall Street rebound

※   Oil, gold prices tumble after spiking on Iran strike

•   한국: 이란 美 보복공격에 코스피 1%·코스닥 3%대 급락

•   한국: 삼성전자·하이닉스, 하락장서 나란히 신고가

•   사우디: Saudi Aramco shares hit new low on U.S.-Iran tensions; debt markets steady

•   Metals:Zinc touches seven-week high as Iran-U.S. fears ease

•   Grains: Prices narrowly mixed as traders assess Mideast risk, await USDA data

[Indicators]

•   한국 11월 재정수지: 세수 줄어도 재정 `펑펑`…나랏빚 700조원 넘었다

•   한국 1월 1월 주택사업전망지수: 1월 주택사업전망지수 75.7… 주택사업 경기 위축

•   일본 11월 실질임금: Japan's real wages fell 0.9% in November, threatening demand

•   독일 11월 제조업수주: German industrial slump deepens, weighing on eurozone outlook

•   영국 3분기 노동생산성: UK labour productivity rises slightly after year of contraction

•   미국 11월 소비자신용: U.S. Consumer Borrowing Cools on Drop in Credit-Card Balances

•   미국 12월 ADP 고용보고서: U.S. Private Sector Added 202,000 Jobs in December

[News]

•   WSJ: Some Senate Democrats Ask Pelosi to Send Articles of Impeachment

•   WSJ: Fed Clashes With Other Regulators Over Low-Income Loan Rules

•   WSJ: In Tight Job Market, Census Bureau Stresses Flexible Hours

•   WSJ: Bloomberg Puts Geographic Inequality on the 2020 Agenda

•   WSJ: Should Robots Pay Taxes?

•   WSJ: Big Banks Seek Less Liquidity From Fed Amid Stable Money-Market Rates

•   WSJ: Newsletter: Chinese Investment in Europe, North America Hits 9-Year Low

•   WSJ: Welcome to Walmart. A Robot Will Grab Your Groceries.

•   NYT: The Economy Is Expanding. Why Are Economists So Glum?

•   NYT: Democrats Press for Details on Suleimani Strike, but Trump Administration Gives Few

•   NYT: Trump Backs Away From Further Military Conflict With Iran

•   NYT: Sighs of Relief as U.S. and Iran Hold Their Fire: Live Updates

•   NYT: Pelosi Announces Vote to Limit Trump’s War-Making Power Against Iran

•   NYT: At the Edge of a War, the U.S. and Iran Appear to Step Back

•   NYT: Iran’s Military Response May Be ‘Concluded,’ but Cyberwarfare Threat Grows

•   WP: How a ‘quantum change’ in missiles has made Iran a far more dangerous foe

•   WP: Amid confusion and contradictions, Trump White House stumbles in initial public response to Soleimani’s killing

•   WP: U.S. officials knew Iranian missiles were coming hours in advance

•   FT: Iran refuses to give Boeing black box from Tehran crash

•   FT: Putin and Erdogan call for ceasefire in war-torn Libya

•   FT: Five reasons oil failed to soar on US-Iran tensions

•   FT: Johnson sets up clash over fishing in talks with EU

•   FT: Boris Johnson gets tough EU message as talks loom

•   FT: Iran’s supreme leader tells US to leave Middle East

•   FT: India cuts growth forecast to slowest pace in 11 years

•   FT: Iran fallout exposes rifts between Trump and Pentagon

•   FT: Sánchez prepares to dig in as Spain’s prime minister

•   FT: Brazil prosecutors to charge Vale over dam disaster

•   FT: Three takeaways from von der Leyen Brexit speech

•   FT: What to expect on Brexit talks from Von der Leyen’s UK visit

•   FT: US economic disengagement with the Middle East is dangerous

•   FT: Hungary tests EU diplomatic unity with go-it-alone foreign policy

•   FT: Bank of Thailand battles against strong baht

•   FT: No 10 vision of fast-track trade deal at odds with industry

•   FT: Greek economy: will reality collide with fresh optimism?

•   Bloomberg: Australian Economy Staggers Under Wildfires, Setting Up Stimulus

•   Bloomberg: Citi Sees Another Busy Year for Korea Bond Sales

•   Bloomberg: Voters in Asia’s Brightest ‘Tiger’ Economy Face a Tricky Choice

•   Bloomberg: Iran’s Forewarned Strikes Give Trump a Path to Avert All-Out War

•   Bloomberg: Global Growth Poised for Modest Pickup This Year in Face of Stubborn Risks

※   World Bank: Global Growth: Modest Pickup to 2.5% in 2020 amid Mounting Debt and Slowing Productivity Growth

•   Bloomberg: Trump’s Trade Deficit Victory Has Plenty of Caveats Attached

•   Bloomberg: Why Latin America’s Bloody Protests Won’t Die Out Anytime Soon

•   Bloomberg: Oil Price Jitters Unlikely to Spur Uptick in Global Inflation

•   Bloomberg: Thailand to Ease Capital Outflow Rules Again, Governor Says

•   Bloomberg: Europe’s Factories Headed Into 2020 With Less Hope for Jobs

•   Bloomberg: Poland Defies Inflation Shock in Extending Record Rate Pause

•   Reuters: UK-EU trade talks need not be completed in one go: Johnson's spokesman

•   Reuters: Factbox: U.S. forces in Gulf region and Iraq - Reuters

•   CNN: Trump overstates America's energy independence from the Middle East

•   CNBC: How US-Iran tensions led to missile attacks and Trump sanctions

•   CNBC: Oil prices to jump above $100 if Iran blocks the Strait of Hormuz: Analysts

•   CNBC: IMF chief calls for tax hikes on the wealthy to reduce inequality

•   MarketWatch: Here’s why the stock market is surging to records after an Iranian missile strike threatened to erupt into war

•   Axios: What Middle East crisis? How the U.S. oil boom is a shield from higher prices

•   SCMP: Trade war tariff threat, rising costs drives Hong Kong manufacturer to automate Chinese factory to survive

•   SCMP: China’s manufacturing exodus set to continue in 2020, despite prospect of trade war deal

•   SCMP: China’s Vice-Premier Liu He shifts focus to domestic financial issues as trade war deal nears

•   Global Times: Yuan set to be strong with or without a trade deal

•   매경(P1): 고가주택 구입땐 예외없이 전세대출 회수

•   매경(P1): "AI칩, 물·공기처럼 될것…한국 기회 있다"

•   매경: 60조원 쏟아부어 건설경기 띄운다

※   기재부: 제28차 경제활력대책회의 개최(20년 재정 조기집행 계획)

•   매경: 정부, 금융·수출·건설 등 5개 대책반 가동

※   기재부: ｢중동관련 관계부처 합동대응반 회의｣ 개최

•   매경: "AI는 승자독식 게임…필요한건 첫째도 둘째도 규제완화"

•   매경: 뇌파 읽는 헤드셋…사람이 생각만 하면 TV채널 돌아간다

•   매경: 인공지능·증강현실·자율이동…AI·AR·AM 합친다, LG유플의 `트리플A`

•   매경: LG `커넥티드카` 조인트벤처 설립

•   매경: 실물 드러낸 `날개단 현대차`…정의선 "우버와 손잡고 이동성 혁신"

•   매경: 산업부장관때 `親원전` 정세균 "후쿠시마 이후 생각 바뀌었다"

•   매경: 김상조 "부동산 더 센 정책 마다할 이유없다"

•   매경: 新 5G·폴더블폰 연속 출격…`갤럭시 르네상스` 이끈다

•   매경: "삼성, 8K TV 대중화 원년…판매량 3배 늘린다"

•   매경: "카톡에서 굴착기 사세요" 볼보건설기계코리아 판매

•   매경: 최저임금 인상에…헌재 "위헌 아니다"

•   한경(P1): 삼성 반도체 실적, 5분기 만에 '반등'

•   한경: "반도체 불황 터널 끝 보인다"…삼성, 낸드서도 수천억대 흑자

•   한경: '5G 선점' 효과…모바일 부문도 선방

•   한경(P1): [CES 2020] '로레알 혁신'이 보여준 세 가지 메시지

•   한경: 정부, 이란 여행 '유의→자제'로…"아직 철수 고려할 단계 아니다"

•   한경: [CES 2020] 퀄컴 "5G가 몰고 올 산업지형 변화 엄청나…한국엔 기회다"

•   한경: [CES 2020] "손 잡지 않으면 죽는다" 더 거세진 異種업체 짝짓기

•   한경: [CES 2020] "콜라 한 잔 줘" 말하자 알아서 서빙…한 발 앞서가는 日·中 로봇

•   한경: [CES 2020] SK "E-모빌리티 주도할 배터리 개발"

•   한경: '총선용 퍼주기' 예산 1분기에 몰아…하반기 '재정절벽' 불가피

•   한경: 힘 빠지는 '상반기 기준금리 인하론'

•   한경: 가전의 힘…LG전자, 3년 연속 매출 60兆 넘었다

•   한경: [CES 2020] SKT, 글로벌 기업과 모빌리티 사업 속도낸다

•   한경: 이라크 현장 35곳 '초긴장'…추가 수주도 비상

•   한경: 공공건축물 '제로 에너지' 도입 의무화

•   한경: "총선의 해 집값, 상반기엔 눈치보다 하반기 치고 오를 가능성"

•   서경(P1): 삼성 "6월 소비자용 로봇 출격" [CES 2020]

•   서경: '중동發 리스크' 韓 1분기 수출반등에 찬물···"장기화땐 교역량 곤두박질"

•   서경: 중동 전운에 북미협상 밀리나

•   서경: (영상)AI·자율차·스마트홈···모든 길은 'GAFA'로 통했다 [CES 2020]

•   서경: 차·로봇·플랫폼까지···데뷔 1년만에 주연 꿰찬 5G [CES 2020]

•   서경: 손목에 착···종잇장처럼···폴더블 총력전 나선 中 [CES 2020]

•   서경: 플라잉 택시·두발로 걷는 배송로봇...운송수단 '무한 진화'[CES 2020]

•   서경: "자율주행 시대 선도"...'5G 멀티디스플레이' 공개한 삼성 [CES 2020]

•   서경: [사이언스]사람처럼 자극 감지 '전자 피부'···웨어러블 혁신에 기여

•   조선(P1): 안에서 눈칫밥 먹던 한국기업들, 美 CES서 펄펄 난다

•   조선: 탈원전 독일의 걱정 "전기차 증가로 전력난 닥칠 것"

•   조선비즈: 이젠 휘어 잡는다

•   중앙: 국내경기 반등 어려워지나…“올 2.4% 성장 먹구름”

•   중앙: 애플의 새로운 전략 무기는 ‘프라이버시’

•   동아(P1): 靑, 호르무즈 파병 고민… “굉장히 신중하게 대처”

•   동아: 靑의 딜레마… 파병하면 전쟁 휘말리고, 안하면 한미동맹 삐걱

•   동아: 대규모 지상전 땐 주한미군 차출 가능성

•   동아: 찬반 엇갈린 정치권… 파병, 총선 이슈로 부상하나

•   동아: 대통령 제안 남북협력, 모두 제재위반 소지

•   동아: 팔에 끼면 아이언맨, 23kg 가방도 ‘번쩍’

•   동아: 中 ‘테크 파워’… 화면속 사물 인식하는 TV, 5분내 얼리는 냉장고

•   문화: <글로벌 포커스>민진당 재집권땐 ‘탈원전 정책’이 가장 큰 난제

•   문화: 코스피 1조클럽 163곳 시총 < 애플… 초라한 韓증시

•   머니투데이(P1): BBC도 "어메이징 코리아"…라스베이거스 달군 독수리 오형제

•   머니투데이: '그린수소 산유국' 향하는 대한민국…"아직 갈 길 바쁘다"

•   머니투데이: [르포]'바람의 섬' 제주도가 대한민국 '그린수소' 유전으로

•   머니투데이: TV 치운 TV 왕국…CES서 드러난 日미래차 전략

•   머니투데이: 이란發 분노에 중동 '예의주시'하는 한국車

•   머니투데이: "올해 경제 더 나빠져" LG경제연구원 홀로 비관하는 이유

•   헤럴드경제: 투기와의 전쟁…집 값은 누가 올렸나

•   헤럴드경제: IMF “이자 낮아도 나랏빚 경계해야…채무비율 70% 위험선”

※   IMF: Debt Is Not Free

•   헤럴드경제: 美 ‘GAFAM’ 시총, 日GDP 넘어선다

•   헤럴드경제: 공급부족 우려에 새 아파트 많이 찾았다

•   파이낸셜뉴스(P1): 삼성 5G, BMW 타고 달린다

•   파이낸셜뉴스(P1): 현대重-대우조선 결합심사.. EU·中 2분기까지 결론낸다

•   파이낸셜뉴스: 인간 중심 진화한 AI·모빌리티·5G… 바짝 다가온'미래도시'[CES 2020]

•   이데일리: [CES 2020]SF영화가 현실로..'자율주행'넘어선 車업계 신기술

•   이데일리: [CES 2020]미끄럼틀까지 등장…'구글'스러운 개성만점 부스

•   이투뉴스: 한전 발전공기업 신년 키워드는 '패러다임 대전환'

•   연합: CES 찾은 박용만 회장 "규제 틀 탓에 중국보다 존재감 못해"

•   뉴스1: [CES]"5G, 날아오르다"…산업 지형도 바꾸는 '게임 체인저'

•   더벨: 두산건설, 신용도 탓 김해율하 시공물량 절반만 계약

•   CEO스코어데일리: 두산중공업, 1년새 주가 '반토막'…실적 부진에 두산건설 떠안아 ‘휘청’

•   비즈니스워치: [CES 2020]두산 "수소연료전지 드론, 中이어 美 진출"

•   Renewables Now: Global solar capacity to increase by 142 GW in 2020

•   에너지경제: CES 2020은 자동차 전자장비의 '전장'

•   에너지경제: 에너지신산업.태양광발전. 수소산업 세미나 개최

•   Equipment World: Doosan names G. Stone Commercial as Vermont dealer

•   CNET: CES 2020 day 2: Watch our livestream from Vegas, all day Wednesday

•   CNET: CES 2020: IBM and Daimler teaming up for a quantum leap in battery tech

•   전자신문(P1): [CES 2020]진화하는 5G···단말·서비스 다양화

•   전자신문: [CES 2020]8K가 끌어낸 진풍경...OLED vs 마이크로LED vs 미니LED

•   전자신문: [CES 2020] 더 커지고, 더 화려해지고, 더 똑똑해졌다

•   전자신문: [CES 2020]'스마트홈' 넘어 '스마트시티' 대첩 열렸다

•   전자신문: [CES 2020]'사용자를 이해하는 기술'이 미래 주도…CES서 기술 진화 방향 제시

•   전자신문: [CES 2020]보쉬·콘티넨탈·하만, "車전장 AI 기술 적용 필수"

•   전자신문: 800만 QLED vs 550만 OLED...물량 대전으로 가격 낮춘다

•   전자신문: 창원시, 수소메카 원년 만든다

•   전자신문: KAIST, 멤브레인 필요 없는 새로운 물 기반 전지 개발

•   Robotics Tomorrow: Collaborative robotics - history and recent trends

•   로봇신문: 두산로보틱스,'CES 2020'에서 협동로봇 퍼포먼스 시연

•   Nikkei Asian Review: Toyota aims to sell 500,000 EVs in 2025, chasing VW's 3m

•   Mainichi: Japan Display ends bailout talks with Chinese-Taiwanese consortium

•   Economic Times: India official sees Budget gap widening to 3.8%, over target

•   Economic Times: Govt Coal Auction: Govt approves ordinance to remove end user restrictions, boost FDI in coal mining

•   Economic Times: View: EPF-linked financing, combined with a community land trust model, can complement 'housing for all'

•   Livemint: Nationwide trade unions strike begins: Five things to know

•   Moscow Times: Turkey, Russia Launch TurkStream Pipeline Carrying Gas to Europe

•   Jakarta Post: Indonesia to discuss biofuel duties with EU at end of this month amid trade tit-for-tat

•   Jakarta Post: US-Iran row exposes another threat to the Indonesian economy

•   Jakarta Post: ‘We were hopeless’: Industries cheer plans to lower gas price amid economic gloom

•   Viet Nam News: Việt Nam’s GDP to ease slightly in 2020

•   Myanmar Times: Growth in Myanmar forecast to remain flat in 2020, says research company

[Opinions]

•   Project Syndicate(Diane Coyle): The End of the Free-Market Paradigm

•   Project Syndicate(Jeffrey D. Sachs): America’s Dangerous Iran Obsession

•   Project Syndicate(Minxin Pei): Trump’s Gift to China

•   Project Syndicate(Xavier Vives): The Spanish Left Takes Center Stage

•   FT(Editorial Board): Risks of US-Iran conflict will not quickly subside

•   FT(Janan Ganesh): The paradox of America First

•   FT(Gillian Tett): Should America’s GDP data include drug dealing?

•   FT(David Gardner): Trump has given Iran an excuse to abandon diplomacy

•   FT(Lex): Samsung: pet bet

•   FT(John Plender): Companies are being called to account for climate risks

•   FT(Leo Lewis): Toyota’s success sends Japan a mixed message

•   FT(Andrew England): Foreign meddling and west’s impotence fuel Libyan chaos

•   FT(Thomas Hale): Against secular stagnation

•   FT(Huw van Steenis): Ignoring climate risk costs more than tackling it

•   FT(Paul Hodges): Automakers face stiff headwinds in big emerging markets

•   WSJ(William A. Galston): Will the U.S. and Iran Blunder Into War?

•   WSJ(Jason L. Riley): Be Prepared for President Sanders

•   WSJ(Robert S. Wetherbee): I Support Trump’s Tariffs but Need an Exemption

•   NYT(Thomas L. Friedman): Did Trump and Iran Just Bury the Hatchet, or the Future?

•   NYT(David Leonhardt): After Iran’s Missile Attack

•   NYT(Dina Esfandiary): Iran Lets Trump Avoid a War

•   NYT(Geraldine Brooks): Iranian Blood Is on Our Hands, Too

•   NYT(Jochen Bittner): The Tragedy of Germany’s Energy Experiment

•   WP(Robert J. Samuelson): Can the Fed fight the next big recession? Ben Bernanke thinks so.

•   WP(Max Boot): Trump’s Iran strategy is still a failure

•   WP(Dana Milbank): Trump to America: Impeachment and war are none of your business

•   WP(Jennifer Rubin): Trump’s war-mongering with Iran won’t be a political winner

•   WP(Greg Sargent): As Democrats plan a vote to restrain Trump, Republicans give him free rein

•   WP(Carl Bildt): The new ‘geopolitical’ European Commission faces daunting challenges in 2020

•   WP(Jonathan Capehart): Why Democrats are on better footing against Trump in 2020

•   WP(Michael Makovsky, Jonathan Ruhe): The right strategy for Iran isn’t regime change. It’s regime collapse.

•   Bloomberg(David Fickling): Iran's Freaking Out the Oil Market. It Shouldn't

•   Bloomberg(Andy Mukherjee): Worst Economy in 42 Years Needs an Honest Look

•   Bloomberg(John Authers): Stocks Risk a Hard Fall With No Earnings Net

•   Bloomberg(Leonid Bershidsky): The IMF Leaves, But Greece’s Rescue Isn’t Over

•   Bloomberg(Jonathan Bernstein): Trump’s Thin Crisis Team Is Scary, Too

•   Bloomberg(Eli Lake): Iran’s Retaliation Is More Conventional Than Expected

•   Bloomberg(Noah Feldman): Trump Impeachment Trial Doesn’t Need More Evidence

•   Bloomberg(Tim Culpan): A Taiwanese Election That’s Not All About China

•   Bloomberg(Bobby Ghosh): Iran Won’t Be Satisfied by Iraq Missile Attacks

•   CNN(Michael D'Antonio): The price of Trumpian chaos

•   MarketWatch(Nigam Arora): Trump in uncharted territory — here’s what’s next for the stock market

•   MarketWatch(Paul Brandus): Trump’s press conference points to the big reason oil prices are low — and why that gives America a big advantage

•   아시아경제(오상도): 대체 에너지는 대안일까?

•   건설경제(사설): 원전해체때 나오는 폐기물 처리대책은 있나