Business Intelligence Monitor 200115

[Markets]

•   Global: Stocks rally, then ease on U.S.-China trade deal; oil gains

※   MSCI’s world index, shares on Wall Street hit new highs

※   Stocks back off highs as details on trade pact emerge

※   Oil gains as trade accord seen helping global growth

※   Dollar edges slightly higher, yen falls

•   한국: 코스피, 미중 관계개선 기대에 나흘째 상승…2,240선 육박

•   한국: ‘반도체 빅2’ 주도 장중 2250 뚫어… "과열 우려는 시기상조"

•   한국: '전기차' 테슬라 돌풍에···삼성SDI도 최고가 '찌릿'

•   스위스: Swiss franc climbs after US adds it to ‘manipulation’ list

•   Metals: Strong Chinese trade data pushes copper to 8-month high

•   Grains: Wheat hits 6-month high on rising world prices; corn, soy decline

[Indicators]

•   한국 11월 OECD 경기선행지수: 바닥 다지기 끝?…韓 OECD 경기선행지수 2달째 상승

•   한국 12월 수출입물가: 작년 12월 수출물가 전월대비 0.8%↑…환율·유가 영향

•   일본 11월 경상수지: Japan current account surplus rises 75% on falling energy prices

•   일본 11월 GDP(JCER 추정): Japan's GDP creeps up 0.5% in November: JCER

•   중국 12월 무역수지: China posts strong December exports as world awaits Sino-U.S. trade deal signing

※   WSJ: In a Year of Trade War, U.S. Deficit With China Shrank

•   인도 12월 도매물가: Wholesale price inflation rises to 2.59% in December

•   미국 12월 소비자물가: U.S. Consumer Inflation Moderates in 2019

•   글로벌 4분기 PC 출하: The PC market just had its first year of growth since 2011

[News]

•   WSJ: JPMorgan, Citigroup Post Big Profits on Robust Economy

•   WSJ: Boeing Orders Fall to 16-Year Low

•   WSJ: Fed's George: It's ‘Appropriate' to Hold Rates Steady for Now

•   WSJ: Fed Adds $82 Billion to Financial Markets

•   WSJ: Newsletter: The Trade Deal No One Wanted

•   NYT: Russians Hacked Ukrainian Gas Company at Center of Impeachment

•   NYT: House Will Vote Wednesday to Send Impeachment Articles, Pelosi Says

•   NYT: Trump’s Impeachment Team Takes Shape as Trial Looms

•   NYT: January Democratic Debate: Here Are the Key Matchups to Watch

•   NYT: France, Germany and U.K. Serve Notice on Iran Under Nuclear Deal

•   NYT: Trump’s Supporters See U.S. Victory in China Trade Deal

•   WP: Top Senate Republicans reject Trump’s renewed call for immediate dismissal of impeachment charges

•   WP: ‘Four embassies’: The anatomy of Trump’s unfounded claim about Iran

•   WP: Trump's border wall: President planning to divert additional $7.2 billion in Pentagon funds for barrier construction

•   WP: Senate measure to limit Trump’s military power on Iran has the votes, key Democrats say

•   WP: Lawmakers criticize White House plan to take $7.2 billion in Pentagon funding for border wall

•   FT: US, Japan and EU target China with WTO rule change proposal

•   FT: Germany signs off on landmark €86bn rail investment

•   FT: Indonesia taps Tony Blair to help oversee new capital

•   FT: Boris Johnson’s curious change of tone on trade deal

•   FT: Spanish government bond sale draws record orders

•   FT: Libya’s military strongman walks away from ceasefire

•   FT: Countries v corporations: the great global tax race

•   FT: In charts: Europe’s demographic time-bomb

•   FT: Tesla valuation nears Musk’s bonus trigger of $100bn

•   FT: US economy: the Fed’s reality check

•   Bloomberg: U.S. Won’t Cut More China Tariffs Until After November Vote

•   Bloomberg: Xi Strikes Optimistic Tone After Riding Out Trade War With Trump

•   Bloomberg: China Used the Rest of the World to Cushion Itself From Trump’s Tariff Barrage

•   Bloomberg: Trump Accused of Playing Politics With Treasury Report on China

•   Bloomberg: U.S. Considers New System for Releasing Key Economic Reports

•   Bloomberg: China Faces Stepped-Up Calls to Slash Trade-Distorting Subsidies

•   Bloomberg: U.S., EU Square Up for Trade Brawl After Trump’s China Deal

•   Bloomberg: Vietnam Gets Reprieve, Thailand On Guard After U.S. Treasury Report

•   Bloomberg: A Decade Without Fed Hikes Comes Into View for Bond Investors

•   Bloomberg: Fed Announces Plans For Repo Operations Through to Mid-February

•   Bloomberg: Trade Peace May Hurt Countries Left Out of U.S.-China Deal

•   Bloomberg: Senate to Vote on USMCA Trade Deal This Week, McConnell Says

•   Bloomberg: Russia Will Need to Lower Its Inflation Target, Kudrin Says

•   Bloomberg: Housing Upswing to Cushion U.S. Economy From Sluggish Investment

•   Bloomberg: Inflation Surprises in Europe’s East Back Case for Rate Hikes

•   Bloomberg: Coal in Sharp Decline as Poland Faces Key EU Climate Showdown

•   Bloomberg: How World’s Fastest-Growing Economy Plunged Into Stagflation

•   Reuters: Pompeo says Soleimani killing part of new strategy to deter U.S. foesFactbox: Iran's metals under new U.S. sanctions

•   Reuters: Ford invests $82 million to expand Vietnamese plant

•   Reuters: South Africa's mining industry calls for action to end power crisis

•   CNN: Quantum computing could be the next big thing for cloud providers

•   CNBC: Phase one trade deal could be less than market hopes: ‘Tariffs have now become a roach motel’

•   CNBC: Euro zone government debt given 'negative' outlook by Moody's

•   CNBC: Senators propose over $1 billion for 5G alternatives to China's Huawei

•   CNBC: US tells UK using Huawei 5G gear would be 'madness,' report says

•   CNBC: WEF 2020: Here's who's going to Davos this year

•   CNBC: 'Last mile' delivery push will worsen commutes, hurt the environment, World Economic Forum says

•   CNBC: BlackRock is overhauling its strategy to focus on climate change

•   CNBC: South America's 'largest' solar photovoltaic project is up and running

•   Fox Business: China appeals to US companies ahead of deal, hoping to revamp sluggish economy

•   Fox Business: Why 'phase one' China trade deal doesn't need congressional approval, unlike USMCA

•   SCMP: Trade war: China to make huge purchases of US goods as details of phase one deal revealed

•   SCMP: Lending won’t create ‘debt trap’ for countries, bank chief says

•   Global Times: Trade deal with US has profound implications for world

•   매경(P1): 文대통령 "부동산 강력 대책 끝없이 내놓겠다"

•   매경(P1): 기아차, 6년간 29조원 투입해 전기차 11종 풀라인업 갖춘다

•   매경(P1): [단독] `사외이사 임기제한` 강행…3월주총서 700여명 바꿔야

•   매경: "집값 너무 뛴 곳은 원상회복해야"…文, 초강경 추가대책 또 예고

•   매경: 낙관론 고집한 文…"경제 긍정적 지표 점점 늘어"

•   매경: "끼어들지 말라"는 北 타박에도…文 "남북협력 할 일 많다"

•   매경: 文 "도쿄올림픽 韓고위급 참석"…강제징용 어설픈 합의엔 선그어

•   매경: 與 `사외이사 임기제한` 밀어붙여…준비안된 재계 `당혹`

•   매경: 與 "다양한 계층 선임해야 제 역할"…재계 "親與인사 자리 만들기 의혹"

•   매경: `3%룰`에 막혀…올해 감사 선임도 골머리

•   매경: 정세균 취임일성 `경제와 기업`…文정부 후반기 정책변화 이끈다

•   매경: 사라진 `한국의 밤`…文대통령 다보스 불참

•   매경: JP모건 회장 "美, 여전히 세계경제 이끄는 엔진"

•   매경: 작년 원·위안 직거래규모 역대최대

•   매경: 기아차, 전기차·모빌리티 양대축 키운다

•   매경: 부산·대구·대전까지…`아파트 10억 클럽`

•   매경: 한국가스공사, 수소경제 박차 `미세먼지 제로` 앞장선다

•   한경(P1): [단독] 현대車, 1500억에 英 어라이벌 인수

•   한경: 니어재단 포럼 "자영업자·40대 위기로 중산층 벨트 와해 중"

•   한경: 中기업 5000명 단체관광 이어 초중고생 3500명 수학여행까지…한한령 3년 만에 풀리나

•   한경: 국회예산정책처 비판에 경제부처 '진땀'

•   한경: 12·16 대책 한 달…집값 9억 이하 풍선효과·전셋값 상승 '부메랑'

•   한경: 현대건설, 1조5000억 해외공사 수주

•   한경: 10대 증권사 2020 증시 전망, 반도체 '슈퍼 사이클' 올 것…코스피 2400 돌파 넘본다

•   한경: 삼성·SK, 반도체 업황 회복…현대車, 실적개선…한국조선해양, 수주 확대

•   한경: "수출 본격 반등에 대다수 상장사 영업익 늘 듯…증시 부활 기대↑"

•   한경: 中화웨이도 손 내밀었다…'폴더블 시장' 커질수록 뒤에서 웃는 삼성

•   서경(P1): <단독>실증특례 끝나도 사업 지속...규제샌드박스 보완한다

•   서경(P1): 삼성, 美 5G망설계 전문기업 인수

•   서경: '조건부 승인' 딱지에 신사업 접을판..."행정절차 규제도 풀어야"

•   서경: 한국, 대미 무역흑자 3억弗 차이로 환율관찰대상국 못면해

•   서경: "호르무즈 봉쇄땐 LNG 내달 공급난"

•   서경: 美, 이란 제재에···한은 초과지준금 3.3조 '사상 최대'

•   조선: 北근로자 송환나선 中, 비료·식량은 더 지원

•   조선: [강인선의 워싱턴 Live] "사업가 트럼프, 北과 협상 가능할 때 기다려"

•   조선: 中 최대 여행 사이트 씨트립, 한국 단체관광 올렸다가 삭제

•   조선: 김용균법 내세워… 민노총, '위험없는 外注'도 정규직 요구

•   조선비즈: [알립니다] 전문가들이 본 'CES 2020' 대해부… 리뷰 세미나 개최

•   IT조선: 두산, 수소 연료전지 드론 '박차'…2025년 8조 시장 잡는다

•   중앙: [팩트체크] “작년 성장률 2위” 내세웠지만, 2000~2017년 세 번 빼곤 1위였다

•   중앙: [권혁주의 비즈니스 현장에 묻다] 적자? 10년 뒤 1등 되려고 투자하는 것

•   중앙: “16만원 5G폰”…화웨이의 5G전쟁 도발?

•   중앙: [단독] LG화학, 유리기판 매각 실패…LG그룹 LCD 출구 전략 '빨간불'

•   동아: [단독]12·16대책 한달… 신규 주담대 11.5% 줄고 부동산시장 급랭

•   동아: 규제 풀어 무섭게 큰 中 ‘AI굴기’… 의료 교육 금융까지 무한융합

•   동아: $1,000,000,000,000… 구글 지주사 알파벳, ‘꿈의 시총 1조 달러’ 눈앞

•   동아: 한국 매출 1조 ‘슈퍼기업’… 20년새 2.4배로 늘었지만 2012년부터는 규제에 정체

•   문화: 기업 4곳중 1곳 “올해 구조조정 계획”

•   한국(P1): 美재무부, 해외노동자 파견 도운 北 기업ㆍ숙박시설 제재

•   한국(P1): 삼성전자, 10년 만에 ‘갤럭시’ 브랜드 버리나

•   국민: “경주 월성원전 맥스터 추가증설 법적 대응”

•   서울: 뒤집힌 ‘월성1호기’ 경제성, 산업부 직권남용 뇌관 되나

•   경향(P1): “무기계약직의 임금, 정규직과 동일해야” 대법원서 첫 판결

•   경향: “화력발전소에 금융지원 막아달라” 인니 주민들 가처분 신청 기각

•   머니투데이: LG-SK '배터리 전쟁' 1차 결과 이달내 나온다

•   머니투데이: 韓조선업 中·日 앞에서 또 LNG선 '싹쓸이'

•   머니투데이: 11월 이후로 20% ‘쑥’…볕드는 태양광

•   머니투데이: [오늘의 국회토론회-15일]1주년 맞은 수소경제 활성화 로드맵

•   헤럴드경제: ‘재정중독’에 빠진 우리경제…민간투자 유도 실질적 방안없이 ‘재정확대’ 의존

•   헤럴드경제: 기업·가계·정부 빚 4426조…전 국민 3년간 한푼 안써야 ‘탕감’

•   파이낸셜뉴스(P1): "아파트 당첨은 로또" 서울 미친 청약가점

•   파이낸셜뉴스: 민관 손잡고 제주서 '그린수소' 생산 나선다

•   아시아경제: 공급 타이트한데 2위업체 화재까지…낸드가격 뛴다

•   디지털타임스(P1): 16兆 민자사업 착공 당기고 17兆 신규사업 발굴 나선다

※   기재부: 2020년 제1차 민간투자활성화 추진협의회 개최

•   이데일리: 이재갑 장관, 삼성물산 등 건설사CEO 만나 산안법 정착 당부

•   이데일리: 월성 ‘올스톱’ 피했지만···사용후핵연료 관리 어떻게?

•   연합: 대기업 순위 지각변동…10년새 59곳 중 7곳 빼고 다 바뀌어

•   연합: 에교협 "'영구정지' 월성 1호기 재가동해야…경제성 평가 왜곡"

•   연합: 인천 두산인프라코어 공장서 불…근로자 59명 대피

•   뉴스1: [CES] 두산, CES서 미래기술로 관람객 홀렸다

•   데일리안: 현대차 개인용 비행체, 수소연료전지 새 수요처 될까

•   KBS: [팩트체크K] 서울 도심 집값 상승률이 세계 1위라고?

•   데일리한국: "물부족 현상의 실질적 해결책"…두산重, '해수담수화 기술' 주목

•   더벨: 두산인프라코어, 격전지 中서 '불안한 선전'

•   더벨: 두산그룹 숨은 CES 참가업체 '클루인사이트' 어떤 곳?

•   글로벌이코노믹: 두산인프라코어·한화케미칼, 자회사 덕분에 '휘파람'

•   CEO스코어데일리: 배터리 사업에 전력 쏟는 SK이노…광폭 확장에 ‘급체’ 우려 확산

•   미디어오늘: 조선일보 '탈원전' 기사, 왜곡보도인 이유는?

•   폴리뉴스: ‘에너지 공존‘ 원전-재생E 중재 나선 정재훈 한수원 사장, 효과는?

•   reNews: EU targets €1 trillion Green Deal finance

•   reNews: Renewables ‘dominate’ European energy mix in 2019

•   에너지경제: 탈석탄 등 에너지전환...발전공기업 '통합' 재촉하나

•   에너지경제: 한국남부발전 '깨끗하고 안전한 전력 공급...미래 에너지 선도'

•   에너지경제: [건설사 2020년 분양] 반도·태영·한신·중흥 등 올해 꾸준한 공급 예정

•   에너지데일리: 사막을 넘어 세계로… '팀코리아' UAE서 원전수출 도모

•   건설경제: 늘어나는 ‘석탄상한 제약’에…속타는 발전사

•   OilPrice.com: Wind, Solar To Dominate New U.S. Power Capacity This Year

•   OilPrice.com: Saudi Aramco Chairman: Oil Industry Should Think In Decades

•   CNET: CES 2020 was full of cute little robots, and we're into it

•   CNET: Latest Samsung Galaxy S20 Plus leak reveals the phone's specs

•   CNET: Galaxy Fold 2, Z Flip or Bloom: Rumors and specs for Samsung's next foldable phone

※   초박형 유리(UTG) 적용되면 두산솔루스에 부정적

•   CNET: iPhone 12 rumors and leaks: Release date, specs and what to expect in 2020

•   CNET: US presses British officials to block Huawei from 5G network

•   MIT Technology Review: These “xenobots” are living machines designed by an evolutionary algorithm

•   전자신문(P1): 혁신산업 주저앉는데 '사회적타협'에 멈춘 대통령

•   전자신문: 9차 전력수급계획, 재생에너지 계통접속 대책 미흡

•   전자신문: '스마트폰-TV' 살짝 닿기만 해도 연동된다?...삼성 '탭 뷰' 강화된 미러링 기능

•   전자신문: 중국산 '롤러블 TV' 등장…플렉시블 디스플레이 경쟁 격화

•   전자신문: 삼성디스플레이, '플렉시블 TSP' 특허 출원...폴더블폰 슬림화 박차

•   전자신문: '해상풍력'이 뜬다…2040년까지 매년 13% 성장 전망

※   한전경영연구원: KEMRI 전력경제 REVIEW 제1호

•   ZDNet Korea: 작년 4Q가 바닥...업황 회복에 '소부장' 올해 사상 최대 이익 기대

•   Hannover Messe News: 5G predicted to eat up a lot of electricity

•   Robotics & Automation News: Volkswagen unveils concept robot for electric vehicle charging

•   Robotics Tomorrow: Zebra Technologies Unveils New Intelligent Automation Solution at NRF 2020

•   로봇신문: [화제의 동영상]'CES 2020'에서 주목받은 삼성전자 '볼리' - 로봇신문사

•   Mainichi: Japan corporate bankruptcies rise in 2019 for 1st time in 11 years

•   Folha de S.Paulo: Foreign Investors Will Miss out If They Don't Invest in Brazil Soon, Says Abilio

•   Moscow Times: Climate Change Threatens Russia’s Economic Growth, Watchdog Warns

•   Jakarta Post: Manufacturing sector still expansive, though at slower rate: Report

•   Jakarta Post: BI says January inflation to hit four-year low

•   Jakarta Post: Indonesia’s economy to slightly recover in 2020 as global uncertainties ease

•   Jakarta Post: BI likely to maintain pro-growth policy amid easing external pressure

•   Myanmar Times: Xi to sign deal on Kyaukphyu SEZ during Myanmar visit: Chinese ambassador

[Opinions]

•   Project Syndicate(Barry Eichengreen): Democratizing the ECB

•   Project Syndicate(Nouriel Roubini): Financial Markets’ Iran Delusion

•   Project Syndicate(Raghuram G. Rajan): Protecting Trade

•   FT(Lex): German industry: car alarm

•   FT(Robin Harding): The costs of a declining population

•   FT(Arvind Subramanian): India’s economy faces severe challenges

•   FT(Gu Bin): China is not an intellectual property thief

•   FT(Leo Lewis): Why the Japanese yen is not the haven asset it once was

•   WSJ(Peter Navarro): Give Trump’s Tariffs a Fair Test

•   WSJ(Tod Lindberg): Iran Should Become Another Vietnam

•   NYT(Paul Krugman): Trump’s Plot Against Health Care Continues

•   NYT(Michelle Goldberg): Elizabeth Warren Is the Democrats’ Unity Candidate

•   NYT(Ali H. Soufan): Why ISIS Is Delighted That Suleimani Is Dead

•   WP(Henry Olsen): Elizabeth Warren might regret her feud with Bernie Sanders

•   WP(Helaine Olen): Sanders is right: Biden is vulnerable to Trump on Social Security

•   WP(Jennifer Rubin): Will Warren mimic Trump on foreign policy?

•   WP(Jennifer Rubin): Nancy Pelosi may yet have the last laugh

•   WP(Paul Waldman): Here’s what really matters about the Warren-Sanders feud

•   WP(Paul Waldman): Can we stop worrying about the deficit now?

•   WP(Greg Sargent): Sanders just defended Biden against Russian interference. Here’s why.

•   WP(Charles Lane): Trump gets to correct a highway system correction

•   WP(Jonathan Turley): Is an attempt to abuse power as impeachable as actually doing it?

•   Bloomberg(Mohamed A. El-Erian): Don’t Read Too Much Into the Strengthening Yuan

•   Bloomberg(Conor Sen): A Job Market This Good Didn’t Seem Likely 3 Years Ago

•   Bloomberg(Tyler Cowen): The Jobs Are There. Where Are the Wages?

•   Bloomberg(Noah Smith): U.S. Leadership Needed to Fight Climate Change

•   Bloomberg(Andy Mukherjee): Can QE Work in India With 7% Inflation?

•   Bloomberg(John Authers): Do the Machines Driving Markets Remember 2000?

•   MarketWatch(Pierre Briançon): Germany and Italy don’t have their own currencies to manipulate, but the U.S. Treasury is still right about them

•   MarketWatch(Pierre Briançon): Why would the Bank of England cut rates?

•   매경(온기운): 탈원전, 그 값비싼 대가