Business Intelligence Monitor 200110

[Markets]

•   Global: Stocks scale records, oil dips as investors hail easing of Mideast tensions

※   Stocks surge in global relief rally as Mideast tension eases

※   Yen slides to two-week low

※   First two-day fall for gold since November

•   한국: 미-이란 갈등 진정…코스피 1%·코스닥 3%대 반등

•   한국: 삼성전자 株價 '상장 45년 최고가' 찍었다

•   Metals: Copper touches highest in a week on easing trade and Middle East tensions

•   Grains: Wheat up, corn and soybeans down as traders await USDA data

[Indicators]

•   한국 3분기 자금순환: 수익성 악화에 팍팍해진 기업…운용자금 1년새 76% 줄었다

•   한국 주간 아파트가격(감정원): 12·16대책 영향…서울 아파트값 3주 연속 상승폭 둔화

•   한국 주간 아파트가격(부동산114): [아파트 시황] 12·16대책 효과…서울 집값 과열현상은 꺾여

•   중국 12월 소비자·생산자물가: China's December factory-gate price deflation eases, CPI remains high

•   Bloomberg: China’s Steadying Inflation Leaves Door Open for Monetary Easing

•   중국 12월 자동차판매: China December Car Sales Fall 3.6%, Capping Second Annual Drop

•   독일 11월 무역수지: German exports drop adds to country’s gloomy prospects

[News]

•   WSJ: Iraqi Militias Remain a Wild Card in U.S.-Iran Standoff

•   WSJ: Trump Seeks Overhaul of Federal Environmental Rules

•   WSJ: China to Send Chief Trade Negotiator to U.S. to Sign Phase-One Deal

•   WSJ: Fed's Williams: Low Interest Rates Likely to Persist

•   WSJ: Fed’s Clarida: U.S. Economy Begins 2020 ‘In a Good Place’

•   WSJ: Fed Adds $83.1 Billion in Short-term Money to Markets

•   WSJ: Newsletter: U.S. Population Growth Slowest in a Century

•   WSJ: Kim Jong Un’s Big Bang Theory: Weapons Tests Will Get Trump Talking

•   NYT: 3 Hours From Alert to Attacks: Inside the Race to Protect U.S. Forces From Iran Strikes

•   NYT: Its Missiles Did Little Damage, but Iran Has More Potent Weapons

•   NYT: Trump’s Iran Strategy: A Cease-Fire Wrapped in a Strategic Muddle

•   NYT: Iranian Missile Accidentally Brought Down Ukrainian Jet, Officials Say, Citing Early Evidence

•   NYT: Video Shows Ukrainian Plane Being Hit Over Iran

•   NYT: Iran Offers Mixed Message After Backing Away From Conflict with U.S.

•   NYT: Pelosi, Under Pressure to Send Impeachment to Senate, Declines Again

•   NYT: House to Vote to Restrain Trump’s Iran War Powers

•   NYT: 3 Hours From Alert to Attacks: Inside the Race to Protect U.S. Forces From Iran Strikes

•   WP: Trump seeks to celebrate a victory, even in the wake of a foreign attack

•   WP: U.S. and Iran step back, but underlying tensions remain acute

•   WP: Analysis: The Trump team’s increasingly jumbled case for striking Soleimani

•   WP: Measure demanding Trump pull back on Iran could have some GOP support

•   WP: Analysis: The ghosts of 1979 still haunt U.S. policy toward Iran

•   FT: Nato set for US clash over Middle East troop demand

•   FT: Investors still snapping up short-term loans from Fed

•   FT: US business group chief attacks Democratic hopefuls

•   FT: France hit by new mass protest over pensions

•   FT: Barnier sticks to firm line on Brexit talks

•   FT: Another legislative step towards Brexit day

•   FT: Carney says BoE could commit to ‘lower for longer’ rates strategy

•   FT: Argentine election shock wrongfoots hedge funds in 2019

•   FT: Trump’s gamble on Soleimani unlikely to end hostilities

•   FT: From Desert Storm to Soleimani: how US drone warfare has evolved

•   FT: Taiwan: concern grows over China’s invasion threat

•   Bloomberg: Indonesia Plans to Cut Coal Output to Bolster Prices, Revenue

•   Bloomberg: U.S., China Dust Off Corporate Deals Before Trade Pact Signing

•   Bloomberg: U.K.’s ‘Boring’ Politics Still Hold Plenty of Risks for Boris Johnson

•   Bloomberg: Europe’s Export Motor Heads Into 2020 Stuck in Reverse

•   Bloomberg: Bank of Japan Appears Reluctant to Embrace Green Bonds Despite Climate Fears

•   Bloomberg: Saudi Aramco Props Up Slumping Middle East Energy Debt Market

•   Reuters: Trump's tariffs cost U.S. companies $46 billion to date, data shows

•   Reuters: Exclusive: Informants in Iraq, Syria helped U.S. kill Iran's Soleimani - sources

•   Reuters: Factbox: Far-left ministers to enter Spain's new coalition government

•   Reuters: Volkswagen's 2019 vehicle deliveries slightly above 2018

•   CNN: IPhones are flying off shelves in China again

•   CNN: What to expect from the December jobs report

•   CNN: Best of CES 2020: These were the most talked-about products

•   CNN: The far out and futuristic cars of CES

•   CNN: Housing market is still one of the brightest spots of the US economy

•   CNBC: Trump says China trade deal could wait until after 2020 election

•   CNBC: US Army issues statement after fake "draft for Iran war" texts scare Americans

•   CNBC: US-Iran tensions, Soleiman killing: Iran's promise of revenge yet to play out

•   CNBC: Trump's Iran strategy threatens endless war, says US think tank

•   CNBC: 2 reasons the dollar could 'really surge' in 2020: HSBC strategist

•   CNBC: What is 5G, and what Verizon, AT&T, T-Mobile and Sprint are doing

•   CNBC: 61% of Americans say there’s too much economic inequality in the U.S.

•   CNBC: Can Iran afford war? These 6 charts shed some light

•   Fox Business: EXCLUSIVE: Wilbur Ross says infrastructure in 'desperate' need of fixing

•   SCMP: China seen to be complying with US trade war deal by allowing market forces to dictate yuan exchange rate

•   SCMP: China’s tech hub Shenzhen set to hit 2019 growth target after surprising fourth quarter rebound amid trade war

•   Global Times: Will Chinese firms flock to buy US soybeans?

•   매경(P1): "이젠 모든 회사가 테크기업돼야 생존"

•   매경(P1): 경제계 숙원 `데이터 3법` 14개월만에 국회 넘었다

•   매경(P1): 르노삼성 파업 일삼자 사측 "부분 직장폐쇄"

•   매경: "아마존이 신기술 제패한 이유?…우린 매주 실패를 토론한다"

•   매경: "4차 산업혁명을 눈으로 봤다"…CES 인사이트 `공유의 場`

•   매경: 브라이언 문 CTA 부사장, 산업간 장벽 붕괴…올해 CES서 실감

•   매경: "GAFA독주 막자"…SKT, 삼성·카카오에 `AI 초협력` 제안

•   매경: `아시아판 CES, 서울 유치` 가능성 커졌다

•   매경: `혁신 전도사`로 돌아온 김동연 前부총리

•   매경: 원전 원로들의 쓴소리…"60년간 연구한게 적폐인가"

•   매경: CES 찾은 재계 CEO들 "혁신위해 다 변해야"

•   매경: 반려로봇·AI 피부진단…`삼성 C랩` CES서 호평

•   매경: 신재원 현대차 UAM사업부장 "20년후 1조5천억弗 시장…도심항공 모빌리티 선점"

•   매경: [Money & Riches] "아무리 봐도 악재가 안보여…서울집값 5%이상 오를 것"

•   한경(P1): "소송부터 걸고보자"…親노조 판결이 부추긴 '노동계 줄소송'

•   한경: [CES 2020] "AI 시대 주도하려면 '혁신·협업·속도' 한국형 성공 방정식 풀어야"

•   한경: [CES 2020] 박용만의 한숨…"CES 혁신제품 대부분 한국선 시작도 못할 것"

•   한경: "글로벌 교역량 급감"…韓 경기 반등 발목잡나

•   한경: 전기·수소차 보급, 올해 두 배로 늘린다

•   한경: LG화학, 美·中 1위 자동차와 합작…전기차 배터리 '쾌속질주'

•   한경: LG화학, 전기차 배터리 수주 150兆 돌파…향후 수익성 개선이 관건

•   한경: 애플 주가 비싼데, 삼성전자는 왜 쌀까

•   한경: [단독] SK이노베이션, 美 배터리 기지에 1조 투자…공장 하나 더 짓는다

•   서경(P1): "현대차 부스에 車가 없다, 프레임 깨라" [CES 2020]

•   서경(P1): 김지형 "삼성 입김 배제···준법감시 성역 없다"

•   서경: 김주성 리베스트 대표 "휘어지는 플렉시블 배터리 개발"[CES 2020]

•   서경: 하정우 베어로보틱스 대표 "자율주행 로봇 3만명에 서빙 완료"[CES 2020

•   서경: 양자컴퓨팅 '배터리 미래' 바꾼다[CES 2020]

•   서경: 회장님들, 보고 또 보고···업종·규모불문 부스투어 [CES 2020]

•   서경: [시그널] BBB급 기업도 자금조달 시동... 하위등급 회사채 숨통 트이나

※   9일 투자은행(IB) 업계에 따르면 두산인프라코어(042670)는 이날 500억원 규모 회사채 발행을 위해 진행한 수요예측에서 총 740억원의 자금을 모집

•   조선(P1): 44% 뛴 서울도심 집값… 글로벌도시 상승률 1위

•   조선: "독일의 탈원전은 비극" NYT 외부칼럼 게재

•   조선: 한국경제 가물가물한 'V자의 추억'

•   조선비즈: [CES 2020] '헤이 구글'로 도배한 전시장, 구글의 승부수는

•   인베스트조선: ‘복병’ 중동 리스크에 ‘연초효과’ 기대감 식은 회사채 시장

•   중앙: 미 국무부, 문 대통령 남북 구상 제동…“대북 제재 이행을”

•   중앙: 강경화 “호르무즈 파병, 미국과 우리 입장 반드시 같을 순 없어”

•   동아: “한국경제, 잘 달리던 말 지쳤는데 새 말로 못 갈아타는 상황”[파워 인터뷰]

•   동아: “롤러블 기술 가진 LG가 왜 폴더블은 안하겠나”

•   문화: < CES2020이 보여준 ‘내일’ >내 마음 알아주는 車… 시선 추적해 배달음식까지 주문

•   문화: < CES2020이 보여준 ‘내일’ >스마트폰 통해 모닝커피 내리고 출근복 가상피팅

•   머니투데이(P1): 건물신축·개발행위 가능…총선 앞둔 선심성 해제(?)

•   머니투데이(P1): 서민대출이라며?..강남에 몰린 전세대출

•   헤럴드경제: ‘접는폰’ 삼성 독주…모토로라 생산차질

•   파이낸셜뉴스(P1): 美듀폰 생산공장 유치… 속도내는 脫일본

•   파이낸셜뉴스: KDI 올 첫 경기진단 "낮은 성장세" 10개월 만에 ‘경기부진’ 표현 삭제

※   KDI: KDI 경제동향 2020. 1

•   파이낸셜뉴스: "매도" 의견 찾기 힘든 국내 증권사 리포트

•   파이낸셜뉴스: 신용등급 올라간 기업보다 떨어진 기업 더 늘었다

※   한기평: 2020년 주요 산업전망 및 신용등급 방향성 점검

•   이데일리: 소주성에 근로자 웃고 자영업 울었다…1년새 13만가구 빈곤층 전락

•   이데일리: 본격화하는 ‘전기차+α’ 시대…함께 달리는 배터리 3사

•   연합: '수소산업 육성·연료전지 개발촉진' 수소경제법 제정안 통과

※   산업부: (참고자료) 세계 최초, 수소법 제정(수소경제 육성 및 수소 안전관리법)

•   연합: 무보, '한국기업 참여' 대만 해상풍력발전에 3천억원 금융지원

•   연합: 원안위, 오늘 월성 사용후핵연료 보관시설 추가건설 심의

•   뉴스핌: 수은, 이란 리스크 논란?…"이란 아닌 두산중공업 여신" 반박

•   뉴스핌: [CES2020] 하현회 LGU+ 부회장, 두산 문홍성 사장과 협력다짐

•   쿠키뉴스: 건설업계, 중동지역은 위험한 텃밭 “수주 감소 우려”…그간 어떤 일 있었나

•   더벨: 두산인프라, 수요예측 전 아웃룩 조정…투심 방향은

•   비즈니스포스트: [오늘Who] 손동연, 두산인프라코어 기술로 두산 디지털 전환 선봉에

•   브릿지경제: 국민연금, 왜 ‘소부장’ 사고 ‘화건’ 팔았을까?

•   reNews: Offshore wind to 'top 400GW by 2040'

•   Windpower Monthly: SGRE completes Senvion purchase

•   FuelCellsWorks: Report: Fuel cell market breaks the 1 GW global capacity barrier in 2019

•   에너지경제: 남부발전, 노후 석탄화력 '하동 6기' LNG 전환 추진

•   에너지데일리: “오스테드, 아·태 해상풍력 시장 공략 박차… 한국 시장 진출 잰걸음”

•   Equipment Journal: Case upgrades its F Series compact wheel loaders

•   CNET: CES 2020 day 3 live: The best TVs of CES, new Moto Razr and more - CNET

•   CNET: The best new car tech of CES 2020

•   CNET: TVs of CES 2020: Impressive and expensive, less practical than ever

•   CNET: Sony electric car stuns CES, designed as connected tech showcase

•   전자신문: [단독][CES2020] 삼성디스플레이, 화면 밀면 두 배 커지는 '슬라이드 노트북' 비공개 시연

•   전자신문: [CES 2020]테슬라도 어렵다던 '도심 항공'...현대차·우버는 왜 만났나?

•   전자신문: [CES 2020]박정원 두산 회장 "CES 메인 전시장 진출 목표"

•   전자신문: 산업부, 소부장 100대 품목 外 극일 과제 추가 발굴

•   Inside EVs: Toyota To Sell 500,000 EVs In 2025, Only 10,000 In 2020

•   Robotics & Automation News: ABB launches new robot and controller

•   Robotics Tomorrow: British Airways Deploys Drones For Inventory Counts At Its Air Cargo Company

•   Robot Report: Brewing giant Carlsberg uses cobots for safer packaging process

•   Dronelife: Bell Textron Announces Electric Air Taxi at CES

•   Dronelife: Autel Robotics Shows Off the Evo II: “The Most Advanced Compact Drone in Existence.”

•   Business Standard: India needs 6.3% labour productivity growth to clock 8% GDP: India Ratings

•   Jakarta Post: China remains committed to investing in Indonesia despite Natuna spat

•   Jakarta Post: Chinese investment in Indonesia is not debt trap, senior minister says

•   Viet Nam News: Việt Nam most promising Asian investment destination in 2020: survey

•   Viet Nam News: Poor infrastructure stymies Southern Key Economic Zone efforts to attract large FDI projects

[Opinions]

•   Project Syndicate(Ramesh Thakur): Why Australia Is Burning

•   Project Syndicate(Mohamed A. El-Erian): Central Banks Face a Year of Mounting Challenges

•   FT(Gillian Tett): Why America has less to fear from an oil shock

•   FT(Edward Luce): Why Bernie Sanders looks indestructible

•   FT(Martin Sandbu): The dollar is even more dominant than you thought

•   FT(Lex): Apple/5G: speed freaks

•   FT(Hisham Melhem): The fruits of America’s tragic turn in the Middle East

•   FT(Jamil Anderlini): China is taking its ideological fight abroad

•   FT(Simon Kuper): Why I love and deplore the French welfare state

•   FT(Hung Tran): EM banks exposed to stress in FX swaps, a spillover from US repo markets

•   FT(Katie Martin): Why markets are reluctant to move on to a war footing

•   WSJ(Daniel Henninger): Joe Biden’s Deterrence Policy: Stop Trump

•   WSJ(Karl Rove): The Politics of Killing Soleimani

•   NYT(Nicholas Kristof): Trump Has a Bizarre Idea of Winning

•   WP(Jennifer Rubin): Trump proved himself to be America’s biggest security risk

•   WP(Jennifer Rubin): If Biden wins the nomination, this might be why

•   WP(Marc A. Thiessen): Trump wins his standoff with Iran - The Washington Post

•   Bloomberg(Mohamed A. El-Erian): Fed’s Clarida Gives Markets a Quick Reassurance

•   Bloomberg(Liam Denning): Supporting Trump Tariffs, One Exemption at a Time

•   Bloomberg(John Authers): Markets Have No Use for Your World War III Memes

•   Bloomberg(Eli Lake): Trump Doesn’t Want War With Iran

•   Bloomberg(Andreas Kluth): The Risk of Nuclear Proliferation (and War) Is Growing

•   Bloomberg(Meghan L. O'Sullivan): Trump’s Iran Speech Had Three Audiences

•   Bloomberg(Sinan Ulgen): Erdogan Is Taking a Big Gamble In Libya

•   Bloomberg(Esfandyar Batmanghelid): An Opportunity in Iran’s Latest Tragedy

•   MarketWatch(Mike Bloomberg): Mike Bloomberg: Trump has been great for people like me — but I’ll be great for you

•   Fox Business(Paul Powers): Physna CEO Paul Powers: CES 2020 is a preview of what life in this new decade will look like (get ready!)

•   한경(이익환): 원전 수명, 과학으로 결정해야

•   머니투데이(이건희): 한국산 '그린수소', 현실이 되려면

•   머니투데이(김재경, 김창희, 유영돈): [좌담]"그린 수소의 딜레마, 수입이냐 생산이냐"

•   아시아경제(김영훈): 에너지 효율, 이제 제1의 에너지다