Business Intelligence Monitor 200114

[Markets]

•   Global: Stocks hit record ahead of U.S.-China trade deal, dollar gains

※   MSCI world index, S&P 500, Nasdaq hit all-time highs

※   U.S.-China trade deal to be signed Wednesday at White House

※   Chinese yuan gains, yen weakens on better risk appetite

※   Oil falls as U.S.-Iran tensions ease

•   미국: Tesla Surges Above $500, Leaving Analyst Targets in the Dust

•   영국: Sterling sinks below $1.30 on Bank of England rate cut hints

•   중국: China’s currency extends 2020 rally on easing trade angst

•   한국: 코스피, 외국인 매수에 1%대 급등…2,230선 육박

•   한국: 삼성전자 3,000,000원 시대…새 역사 썼다

•   한국: 하이닉스 주가 첫 10만원 돌파…그래도 웃지 못하는 SK그룹

•   Metals: Copper hits 8-month high as traders await flurry of Chinese data

•   Grains: Soybeans decline, corn firms as U.S.-China deal terms awaited

[Indicators]

•   한국 2019년 구직급여 지급: 작년 역대급 고용한파…실업급여 첫 8조 돌파

•   한국 1월 1~10일 수출: 기저효과에...1월 수출 일단 상승세로 출발

•   중국 2019년 자동차 판매: China’s Auto Market Stumbles After 30-Year Boom

•   인도 12월 소비자물가: Retail Inflation: December retail inflation reaches 7.35%, breaches RBI's upper end target

•   영국 11월 GDP: UK economy shrinks in November as slowdown persists

•   미국 12월 재정수지: U.S. Budget Gap Continued to Widen in 2019

•   글로벌 10월 수소차 판매: 韓 수소차 글로벌 판매 1위…일본 제쳤다

•   D램 현물가: 연초부터 메모리 현물가 급등…반도체 조기회복론 부상

[News]

•   WSJ: Trade War With China Took Toll on U.S., but Not Big One

•   WSJ: How the U.S. and China Settled on a Trade Deal Neither Wanted

•   WSJ: U.S. Removes China’s Currency Manipulator Label Ahead of Trade Deal

•   WSJ: Fed’s Rosengren Sees Higher Inflation Among This Year’s Biggest Risks

•   WSJ: Fed’s Bostic Says Economy Doing Fine, Fed Should Stand Pat On Rates

•   WSJ: New York Fed Adds $60.7 Billion to Financial Markets

•   WSJ: What Fed Fears: People Who Can’t Remember Rising Prices

•   WSJ: Newsletter: Calling a Truce

•   NYT: Iran Cracks Down as Protests Over Downing of Airliner Grow

•   NYT: The Trump Administration’s Fluctuating Explanations for the Suleimani Strike

•   NYT: Sanders Is Said to Have Told Warren That a Woman Could Not Win the Presidency

•   NYT: New Iowa Poll Shows Tight Race, With Joe Biden Jumping Ahead

•   NYT: Venezuela’s Countryside Is Collapsing. The Capital Hums, on the President’s Orders

•   NYT: Iran’s Grim Economy Limits Its Willingness to Confront the U.S.

•   WP: Senior administration officials struggle to explain intelligence behind killing of Soleimani

•   WP: Killing of Soleimani reflects an aggressive national security team not inclined to curb Trump

•   WP: U.S. commanders at al-Asad base believe Iranian missile barrage was designed to kill

•   WP: Trump says ‘it doesn’t really matter’ if Iranian general posed an imminent threat

•   WP: Preparations accelerate for historic Senate trial of Trump

•   WP: Mass shooting at a military base in Pensacola, Fla., was an act of terrorism, attorney general says

•   FT: US exempts allies from some national security deal reviews

•   FT: Libya’s warring leaders edge towards lasting truce

•   FT: Candid Queen expresses regret over Harry and Meghan

•   FT: Germany’s shift to electric cars puts 400,000 jobs at risk

•   FT: EU trade chief seeks to ease Washington tensions

•   FT: Biden and Sanders reprise Iraq war fight in 2020 race

•   FT: Chinese companies face tougher ESG disclosures

•   FT: South Korean inheritance tax threatens family business

•   FT: Boris Johnson’s £60bn services deal dilemma

•   FT: How an EU trade pact could feel like a no-deal Brexit

•   FT: UAE commits $23bn to Indonesia infrastructure projects

•   FT: ECB new faces give investors pause for thought over policy

•   FT: What to watch for in US fourth-quarter earnings

•   FT: US red states’ love affair with Chinese investment

•   FT: Italian politics: Salvini’s comeback bid

•   Bloomberg: China’s Strengthening Yuan Is Smashing Every Key Level in Sight

•   Bloomberg: Europe Looks to Follow China’s Lead Taming Trump on Trade

•   Bloomberg: Post-Brexit Trade Deal Depends on Fisheries Accord, EU Says

•   Bloomberg: South America’s Growth Champion Is Set to Rebound After Recession

•   Bloomberg: India Is Creating Fewer Jobs For World’s Biggest Workforce

•   Bloomberg: Fed’s Mission to Control Benchmark Rate May Spur Another Tweak

•   Bloomberg: New German Coal Plant Could Threaten Merkel’s Final Climate Push - Bloomberg

•   Bloomberg: Elections Are About to Inject Some Volatility Into Emerging Markets

•   Reuters: Britain's Johnson says confident of tariff-free trade deal with EU

•   Reuters: Trump says he 'couldn't care less' if Iran agrees to negotiate

•   Reuters: Fed on hold, but will financial risks matter?

•   Reuters: Ford's China vehicle sales drop 26% in third straight year of decline

•   CNN: The world is drowning in debt

•   CNN: Janet Yellen: The US-China trade war isn't over and a tech fight risks dividing the world

•   CNN: China is really worried about unemployment. Here's what it's doing to avoid mass layoffs

•   CNBC: Here's what's in the phase one China trade deal Trump is signing this week

•   CNBC: Iran is closer ‘than ever before’ to regime collapse, says former Obama security advisor

•   CNBC: Yuan higher before the U.S. said China is no longer a manipulator

•   CNBC: Salvini's return? A regional vote in Italy risks further chaos in Rome

•   CNBC: Saudi energy minister on Trump's actions in the Middle East

•   CNBC: US-Iran tensions could overshadow Washington's trade fight with China

•   CNBC: China is the 'most serious threat' to the United States: James Jones

•   CNBC: JCPOA: Europe stands by Iran nuclear deal

•   Politico: Navarro: China deal will provide swift enforcement

•   SCMP: New hope for Hong Kong protesters in Taiwan after Tsai election win

•   SCMP: China says ‘trade war is not over yet’ ahead of phase one deal signing that is just the ‘first round of a game’

•   SCMP: China’s sovereign digital currency plan in doubt with concerns raised about wider application

•   Global Times: China-US trade deal to boost growth: experts

•   Global Times: How growing China can act as a booster dose for Europe’s sluggish economy

•   Global Times: Vehicle sector set to stabilize this year after tough 2019: analysts

•   Global Times: 5G phone sales to surpass 4G in 2020: China Mobile

•   Global Times: Chinese smartphone makers customize products to India market

•   Global Times: China scraps tariffs on select foreign-made nuclear parts

•   Global Times: Expectations for trade deal should be kept realistic

•   매경: 中태양광의 한국 잠식…1년새 점유율 14→22%中태양광의 한국 잠식…1년새 점유율 14→22%

•   매경: 親文의원의 소신발언 "서울에 80층 아파트 지어야…이대론 집값 못 잡아"

•   매경: 韓銀 "고령화 속도 빨라지며 지난 20년간 실질금리 3%P↓"

※   한국은행: 인구 고령화가 실질 금리에 미치는 영향

•   매경: 서울 `로또 청약` 입주뒤…집값 45% 올랐다

•   매경: [IT] 인텔의 대변신…이젠 `데이터·AI 기업`

•   매경: 中·미얀마 일대일로 밀월 가속

•   한경(P1): "120만원씩 정부에 월세 냅니다"…종부세에 짓눌린 1주택 은퇴자

•   한경(P1): 삼성 "마이크로 LED TV 300만원대에 내놓을 것"

•   한경: 세율·稅부담 상한 모두 올라…"보유세 아니라 벌금 내는 느낌"

•   한경: 대법 "무기계약직, 정규직과 임금 차별 안돼"…기업들 줄소송에 떤다

•   한경: 25~29세 실업자 비중 한국이 7년째 OECD 1위

•   한경: CES는 '퍼스트 무버쇼'…미래가 아닌 현실이 되다

•   한경: 스마트폰 카메라 디자인의 반전…글로벌 톱3 '인덕션'에 꽂혔다

•   서경(P1): [단독] 근로소득세 8년새 2배...유리지갑이 봉인가

•   서경(P1): [단독] 서울 주택 공급 부족분...2025년까지 21만가구

•   서경(P1): 勢 불리려...30년된 노사합의 깬 現重노조

•   서경: [단독- 서울 공급부족 21만 가구] '분당 2배 규모' ... 자투리 개발론 감당 못해

•   서경: 주택보급률, 전국 늘었는데 서울은 줄었다

•   서경: 평균급여 15% 늘었는데 근소세는 51% 치솟아 "사실상 증세"

•   서경: '소주성' 부작용까지 직장인 돈으로 '땜질'

•   서경: 공공도 지지부진한데... 민간에 직무급제 도입하자는 정부

•   서경: 노동계, 국민연금 주주권 행사 압박...주총대란 오나

•   서경: "사용했다 美 제재 받으면 곤란"...'그림의 떡' 된 이란산 비축유

•   서경: 정초부터 파업 몸살 앓는 자동차업계

•   서경: '슈퍼갑' 된 조합...정비사업 발빼는 건설사

※   글로벌이코노믹: 두산건설, 상장폐지 악재 딛고 올해 도시정비 첫 수주 (도시정비업계에서는 두산건설이 경쟁사 대비 저렴한 공사비와 많은 무이자 사업비 등을 제시해 다수 조합원들의 지지를 얻은 것으로 보고 있다.)

※   하우징헤럴드: 신사1구역, 재건축 시공자로 두산건설 선정 (3.3㎡ 당 공사비 439만5천원 제안)

•   조선(P1): 산업부·한수원 회의 후… 월성 1호기 경제성 1778억→224억 '둔갑'

•   조선: 美, 여러 채널로 北에 "협상하자"

•   조선: 38노스 "폐기된 영변 원자로, 최근 활동정황"

•   조선비즈: 충전소 겨우 34곳인데… 정부 "세계가 수소경제 주목"

•   조선비즈: LCD 패널 가격 올랐다… OLED 전환 '버팀목' 될까

•   중앙: “소주성은 난센스…한국 경제, 소득주도빈곤으로 가고 있다”

•   동아: 100kW이하 민간 태양광도 보조금… 설치자금-이자 등 초기부담 덜어줘

•   동아: 최태원의 야심작… SK 직원교육 플랫폼 ‘마이서니’ 곧 날개 편다

•   동아사이언스: 연초 날다가 연말엔 잊혀진 '수소경제'…추진동력 떨어졌나

•   문화: 文대통령, 신년회견서 또 ‘南北 청사진’ 강조할 듯

•   문화: ‘저물가’라는데… 연초부터 줄줄이 뛰는 장바구니 물가

•   문화: 지표로 보면… 전문가들 “디플레이션 초입”

•   문화: 올 수도권 신도시 분양물량 2만4580가구 공급

•   한국(P1): [단독] 정세균 “책임총리 보장을” 文대통령에 요청했다

•   한겨레(P1): 김현미 장관 “양도세 중과 일시면제 서울만 13만채”

•   머니투데이(P1): 성윤모 "'그린수소'로 수소경제 선두국가 입지 굳힌다"

※   산업부: 수소경제 추진 1년, 눈부신 초기 성과 달성

•   머니투데이: 산자부장관이 '그린수소' 업체 찾은 진짜 이유

•   머니투데이: [르포]美 최대 가전매장 직원이 들려준 "LG가 팔리는 이

•   머니투데이: '도심항공 모빌리티'로 현대모비스 신사업 다진다

•   머니투데이: 日도 'OLED 사이니지'…韓 투명 디스플레이 추격?

•   머니투데이: 韓 태양광 시금석 새만금은 지금...환경평가 첫 관문 넘었다

•   헤럴드경제(P1): 北 남한패싱·호르무즈·방위비…이번주 ‘한반도 정세’ 분수령

•   헤럴드경제(P1): 연초부터 대외리스크 비상…한국 2%대 성장 ‘먹구름’

•   헤럴드경제: “소비영향 제한적” 단속나선 정부

•   파이낸셜뉴스(P1): 日 흑자기업도 구조조정..고임금 4050 세대교체

•   파이낸셜뉴스: 저금리 장기화·예대율 충족...예금금리 내리는 저축·시중銀 [길어지는 저금리]

•   파이낸셜뉴스: 보건·복지지출 늘고 세수는 줄어..재정건전성 악화도 '고령화 그림자'[고령화 시대, 금융시장도 변화]

•   파이낸셜뉴스: 中 전기차 보조금 정책 유지..韓 업체들, 대상·수준에 촉각

•   아시아경제(P1): '투자迷兒' 기업들, 은행 고액예금에만 300兆

•   아시아경제: 누르기만 하는 정책… 숨통 트여줄 '30만가구 공급'은 지지부진

•   디지털타임스(P1): 기초지자체 부담만 키운 ‘재정분권’

•   디지털타임스(P1): "법·원칙 준수, 조직문화로…" 삼성 경영진 `준법경영` 서약

•   이데일리(P1): 불확실성 내몰린 기업들 올해 투자·고용 '현상 유지'

•   이데일리: 韓경제 저성장 고착화.."기업들 신성장 동력으로 뚫는다"

•   이데일리: 국내 기업, 文정부 경제정책에 'C학점'..부동산·소주성이 문제

•   이데일리: 한국경제 최대 장애요인은 '국회＞언론＞노동계＞시민단체'

•   이데일리: 수익 배분 에너지협동조합…반대하던 풍력·태양광 일사천리

•   이데일리: 정부 지원에 덩치 불린 태양광 발전…지역갈등은 나몰라라

•   이데일리: 식어가는 '경제 체온'…근원물가 상승률 OECD 하위권

•   뉴스1: 한신평 "작년 대내외 악재로 신용등급 하락 기업이 더 많았다"

※   한국신용평가: 2019년 신용등급 변동현황 - 하향기조로 전환, 부정적 중단기 전망 우세

•   뉴스토마토: 두산솔루스, 전기차와 OLED 성장기반 장착…목표가 '상향'-유진투자증권

•   더벨: 'BBB급 자존심' 두산인프라, 악재 이기고 불패 행진

•   더벨: 두산인프라, 재무실적 개선 신용도는 제자리로

•   데일리그리드: 한수원 한빛5호기 발전정지, 소송 가나

•   WNN: UK's net-zero goal needs new nuclear, says Atkins - World Nuclear News

•   reNews: Clean power investment 'needs to hit $750bn'

•   Equipment Journal: John Deere customers help tweak G-Series skid steers and CTLs

•   Equipment World: Contractors confident in 2020 prospects despite economic uncertainty

•   건설경제: 서울 새 아파트, 분양가보다 3.7억 올랐다

•   CNET: Samsung Galaxy S20 rumored to sport ultra-wide camera, new selfie tech

•   CNET: What CES 2020 taught us about this year's phones: Cheaper foldables, 5G and moreogy Review: Why geoengineering may narrow global economic inequality

•   전자신문: 디지털稅 과세…삼성 '영향권' LG·현대차 '안정권'

•   전자신문: 올해 'OLED 스마트폰' 6억대 넘는다…삼성디스플레이 미소

※   Counterpoint: Smartphones With AMOLED Displays Are Set to Surpass 600 Million in Unit Sales in 2020

•   ZDNet Korea: 美 베스트바이 가보니…TV 대형화 움직임 ‘뚜렷’

•   디지털데일리: EUV로 엇갈린 메모리 빅3…삼성전자-마이크론 격차↑

•   Phone Arena: Samsung Galaxy S20 breakdown: three models will support 5G, the rest will run on 4G

•   Phone Arena: Every 5G iPhone is on track to launch in Fall 2020; no signs of delay

•   Hannover Messe News: Companies learn from the learning factory

•   Robotics & Automation News: Fanuc showcases its robotic technologies at CES for the first time

•   Robotics & Automation News: Productive Robotics updates software for its collaborative robots

•   Robotics Business Review: Show and tell in Vegas: robot reflections from CES 2020

•   Robotics Business Review: 10 lessons learned about robotics and automation in the 2010s

•   Robotics Tomorrow: Robotic End of Arm Tools (EOAT) Market Size will Grow at a Lucrative CAGR of 10% by 2028, Fact.MR Study

•   Robot Report: Bossa Nova CTO explains expansion to a total of 1,000 Walmart stores

•   로봇신문: CES 2020 결산: AI와 5G, 미래 혁신을 정의

•   로봇신문: 중국 로봇 산업, 올해 터닝 포인트 기대감 높아

•   로봇신문: "올해 일본 산업용 로봇 시장, 작년 대비 6% 성장 예상"

•   물류신문: 2020년, 드론 타고 ‘배송 하늘길’ 열리나?

•   Nikkei Asian Review: Toshiba taps quantum cryptography to send genome data

•   Nikkei Asian Review: As China market shrinks for second year, automakers plan retreat

•   Economic Times: US iran tensions: View: There’s a new fight in an old, turbulent region, where India has to do business with all

•   Livemint: Why one of Asia's biggest diesel exporter India is buying from offshore

•   Business Standard: Budget 2020: India Inc pitches for job creation, higher infra spending

•   Moscow Times: Moscow Builds Record Number of New Apartments

•   Jakarta Post: Indonesia's energy industry underperforms in 2019: Ministry data

•   Jakarta Post: Property market to remain sluggish despite incentives

•   Viet Nam News: GDP growth forecast robust for 2020

•   Viet Nam News: A lot of pressure for inflation control in 2020

•   Viet Nam News: Gov’t bond yields hit record low

•   Myanmar Times: More transparency needed for China deals, Myanmar officials say

[Opinions]

•   Project Syndicate(Elizabeth Drew): Trump’s Near Miss with Iran

•   Project Syndicate(Willem H. Buiter): Past Interest Rates and Future Growth

•   Project Syndicate(Javier Solana): Trump’s Iranian Precipice

•   FT(Gideon Rachman): Australia is no longer the lucky country

•   FT(Megan Greene): Economists cannot agree on what ails the global economy

•   FT(Martin Sandbu): Italy the biggest obstacle to eurozone banking union

•   FT(Nick Butler): Britain is ripe for a radical shift in energy policy

•   FT(Lex): Alphabet: the $2tn challenge

•   FT(Thant Myint-U): Myanmar must weigh up the extent of its dependence on China

•   FT(Melvyn Krauss): Will Lagarde conquer the ECB’s German image problem?

•   FT(Claire Jones): The Eurosystem might have a fatal flaw. But it’s not this

•   FT(Patrick Jenkins): Credit ratings, like dodgy boilers, can still blow up the house

•   FT(Michael Pettis): Fundamentals do not matter in China’s stock markets

•   NYT(David Leonhardt): F.D.R. Got It. Most Democrats Don’t.

•   WP(Robert J. Samuelson): There’s a brawl coming over government regulation

•   WP(Henry Olsen): Nancy Pelosi gamed the impeachment trial brilliantly

•   WP(Jennifer Rubin): Biden’s advantage is underestimated

•   WP(Jennifer Rubin): Bernie Sanders is going negative. Will Democrats hit back?

•   WP(Jennifer Rubin): Sanders falters when asked tough questions

•   WP(E.J. Dionne Jr.): Tuesday’s Democratic debate is a battle for heads, not hearts

•   WP(Paul Waldman): Why Trump has to lie about health care

•   WP(Greg Sargent): New details about Soleimani killing further undercut Trump’s lies

•   WP(Stanley Kao): Why Taiwan’s success with elections terrifies Beijing

•   WP(Jonathan Capehart): Poll shows a more nuanced view of the black vote — if you look for it

•   WP(Jason Rezaian): Trump keeps lying about Iran, but the truth is bad enough

•   WP(Ezzedine C. Fishere): The Middle East’s warring factions need to find a way to coexist

•   Bloomberg(David Fickling): China Opens Up to Oil Majors at the Wrong Time

•   Bloomberg(Mihir Sharma): India’s Modi Is Losing His Political Mojo

•   Bloomberg(Andy Mukherjee): India Must End Yes Bank’s Theater of the Absurd

•   Bloomberg(Shuli Ren): The Billionaire Divorce No Shareholder Can Resist

•   Chey Tae-won has good reason to worry that judges won’t look kindly upon him

•   Bloomberg(John Authers): These Great Jobless Numbers Are Just Miserable

•   Bloomberg(Marcus Ashworth): Bank of England Drinks the Rate-Cut Kool-Aid

•   Bloomberg(Robert Burgess): China a Currency Manipulator? Trump Says Never Mind

•   Bloomberg(Leonid Bershidsky): Merkel Is Way Too Popular for a Lame Duck

•   Bloomberg(Jonathan Bernstein): The Plausibles: Handicapping the Democrats’ Big Five

•   Bloomberg(Matthew A. Winkler): Investors Are Learning That Clean Tech Pays

•   Bloomberg(Bobby Ghosh): Iran Isn’t Facing a ‘Chernobyl Moment’

•   CNBC(Michael Ivanovitch): US, China will provide the main support for world economy

•   CNBC(Daniel Yergin, Carlos Pascual): Energy markets are in transition. Why investors are retreating

•   CNN(Joe Biden): What Trump gets dangerously wrong about foreign policy

•   CNN(Michael Bloomberg): Starting with Iowa and New Hampshire hurts Democrats and helps Trump

•   CNN(Jon Bonné): Trump's proposed wine tariffs will hurt Americans, not the French

•   MarketWatch(Sanjiv Das): 5 ways the housing market will surprise us all in 2020