Business Intelligence Monitor 200116

[Markets]

•   Global: Stocks hit new peaks on trade deal as oil slips on demand worries

※   MSCI world, Wall Street indexes post fresh records

※   Oil slips on doubts trade pact to spur global growth

※   Dollar weakens, gold edges higher

•   미국: Tesla Is Once Again the Most Shorted American Stock

•   중국: Yuan snaps 6-day winning streak ahead of trade deal signing

•   한국: 코스피, 닷새 만에 하락 마감…2,230선 턱걸이

•   Metals: London copper slips from 8-month high as U.S. tariffs to remain

•   Grains: Soybeans sag despite U.S.-China trade deal signing; wheat climbs

[Indicators]

•   한국 12월 고용동향: 작년 취업자 30만1천명 증가…고용률 60.9%, 22년만에 최고

※   기재부: [보도참고] 2019년 고용동향 및 일자리정책 관련 합동브리핑 발표문

※   매경: 작년 ‘노인 주도’ 일자리 늘리기

※   매경: `경제 허리` 40대 일자리 무너졌는데…정부는 "양적·질적 성장"

•   한국 12월 부동산시장 소비자심리지수: 지난해 12월 서울 주택시장 소비심리지수 두달 연속 하락세

•   일본 12월 기계수주: Japan's machine tool orders fall 36% as automakers hold off

•   인도네시아 11월 대외부채: Repayments slow growth of Indonesia's foreign debt in November

•   인도네시아 12월 무역수지: Trade pressure eases in December as deficit narrows

•   인도 12월 무역수지: India's exports decline for fifth straight month in December, trade deficit narrows

•   러시아 2019년 자동차 판매: Russian Auto Market Stalls

•   유로존 11월 산업생산: Eurozone industrial output growth points to brighter end of 2019

•   독일 4분기 GDP: German Growth Falls to Six-Year Low, Hit by Manufacturing Recession

•   영국 12월 소비자물가: UK inflation slips to three-year low

•   아르헨티나 12월 소비자물가: Argentina Posts Highest Year-End Inflation in Almost 30 Years

•   브라질 11월 소매판매 등: Surging Brazil Economic Optimism Gets a Harsh Reality Check

•   미국 12월 생산자물가: Soft services sector weighs on wholesale US inflation in December

•   글로벌 11월 전기차 배터리 사용량: 세계 전기차 배터리 시장 넉달째 위축..美·中 급감

[News]

•   WSJ: U.S., China Sign Agreement Easing Trade Tensions

•   WSJ: Businesses Laud Deal, Want Tariffs to End

•   WSJ: Putin Moves to Shore Up Power

•   WSJ: The Era of Fed Power Is Over. Prepare for a More Perilous Road Ahead.

•   WSJ: Fed’s Beige Book Reports Continued Modest Growth

※   Fed: Beige Book - January 15, 2020

•   WSJ: Environmental Risks Loom Large Among Economic Forum Members

※   World Economic Forum: The Global Risks Report 2020

•   WSJ: Fed’s Harker Says Rates Should Hold Steady For Now, Money Markets Calm

•   WSJ: Fed’s Kaplan Warns Central Bank Actions Are Driving Up Risk Taking

•   WSJ: Newsletter: Everyday Low Prices

•   NYT: Gender, War and Taking On Trump: Democrats Spar Just Weeks Before Voting

•   NYT: China Trade Deal Details Protections for American Firms

•   NYT: House Votes to Send Impeachment Charges to Senate, Approving Managers

•   NYT: Documents Provide New Details of Trump’s Pressure Campaign on Ukraine

•   NYT: U.S.-China Deal Shows Path Toward a More Durable Trade Peace

•   NYT: U.S.-China Trade Deal: What’s in (and Not in) the Agreement

•   NYT: Nissan Is in Trouble. Carlos Ghosn May Deserve the Blame.

•   NYT: How China Obtains American Trade Secrets

•   NYT: Exclusive: U.N. Sanctions Experts Warn-Stay Away From North Korea Cryptocurrency Conference

•   WP: Impeachment spotlight turns to key question: whether to call witnesses

•   WP: Why Pelosi picked each impeachment manager

•   WP: How a Senate impeachment trial works

•   FT: Hottest decade ‘driven by man-made climate change’

•   FT: Iran’s president calls on Europe to stick with nuclear accord

•   FT: Trump faces growing Republican opposition on Iran

•   FT: Angela Merkel warns EU: ‘Brexit is a wake-up call’

•   FT: US-China trade pact merely papers over global faultlines

•   FT: UK housebuilders optimistic but quality concerns linger

•   FT: State Grid warns China GDP at risk of slipping to 4%

•   FT: EU ramps up its Brexit demands

•   FT: Bank of England’s Saunders warns growth set to remain weak

•   FT: Saudi Aramco rated ‘underweight’ by Morgan Stanley

•   FT: Jeff Bezos promises $1bn Amazon investment in India

•   FT: US arguably relies more on China trade now than before spat began

•   FT: Market odds for Bank of England rate cut jump to 60%

•   FT: Where next for the renminbi after US-China breakthrough?

•   FT: Johnson puts faith in Brexit supporter Frost

•   FT: What Putin’s revamp means for Russia

•   FT: Iran’s supreme leader faces public wrath

•   FT: US tech backlash forces China to be more self-sufficient

•   FT: Lithium fall sends shockwaves through supply chains

•   Bloomberg: U.S.-China Accord Leaves Currency Watchers Mostly Unimpressed

•   Bloomberg: Five Key Points in the Phase One U.S.-China Trade Deal

•   Bloomberg: The $95 Billion Centerpiece of the Trade Deal Is Already In Doubt

•   Bloomberg: China Agrees to Buy Rare Earths That U.S. Doesn’t Have to Give

•   Bloomberg: China Agrees to Changes on Drug Patents as Part of Trade Deal

•   Bloomberg: Rating Cuts Ratchet Up Pressure on Japan’s Regional Banks

•   Bloomberg: Toyota Makes a New $394 Million Bet on Flying Taxis

•   Bloomberg: This Bus Filling Station Is the Latest in Japan’s Hydrogen Quest

•   Bloomberg: U.K. Vows to Keep Huawei Out of Key Security Infrastructure

•   Bloomberg: Trade Truce Offers Farm Relief But How Much Is Still Unclear

•   Bloomberg: China to Buy $52 Billion of Additional U.S. Energy Products

•   Bloomberg: Crop Markets Show Little Excitement Over U.S.-China Deal

•   Bloomberg: Big Companies to Mexico’s President: Stop Changing Rules

•   Bloomberg: What African Central Banks Will Discuss in the Next 2 Weeks

•   Reuters: Trump administration moves toward blocking more sales to Huawei: sources

•   Reuters: Trump: U.S. will lift tariffs on China after Phase 2 deal finished

•   Reuters: Iran's Zarif says 2015 nuclear deal is 'not dead'

•   Reuters: OPEC expects lower demand for its oil as U.S. hits new milestone

•   OPEC: MOMR January 2020

•   Reuters: Brexit extension ultimately up to Britain - EU's von der Leyen

•   Reuters: China's Liu: China to use trade deal to prove talks working to improve economy - CGTN

•   Reuters: South Africa's Eskom in court over tariff dispute

•   CNN: A world trade war is brewing. The US-China deal doesn't stop it - CNN

•   CNBC: China trade truce is seen as 'fragile' with analysts still seeing more tariffs as a possibility

•   CNBC: US-China trade deal seeks to combat sale of counterfeit goods

•   CNBC: Mnuchin: More tariffs will be rolled back in phase two of trade deal

•   CNBC: Mnuchin: China trade war 'absolutely' worth it even with only phase one deal

•   CNBC: EU wants to spend $1 trillion to help make it climate neutral by 2050

•   CNBC: Kudlow says ‘tax cuts 2.0’ will be unveiled later this year during Trump presidential campaign

•   MarketWatch: The last time this ‘clear danger sign’ flashed in the stock market was in 1999, and we all know what happened next

•   Fox Business: White House economist previews next round of tax cuts, reveals areas of focus

•   SCMP: Top trade war negotiator handed more control over China’s domestic finances

•   SCMP: ‘Made in China 2025’ 2.0? Beijing aiming to cut reliance on key imports

•   Global Times: Trade deal needs follow-up mechanism - Global Times

•   Global Times: Phase one deal should be cherished - Global Times

•   Global Times: China, US trade ties return to normalcy; yuan’s rise worth watching

•   Global Times: Phase two talks may not start soon, related to WTO reforms: source

•   매경(P1): 코스피 3.5배 오를 동안 외국인 수익 35배

•   매경(P1): 위헌 논란 `주택거래 허가제` 언급한 靑

•   매경: 주택거래허가제, 사회주의서나 가능…靑, 시장에 공포만 심어

•   매경: `무순위 청약`에 우르르…부평 1만대1 넘었다

※   부동산 업계에 따르면 전날 진행된 인천 부평구 '부평 두산위브 더파크' 무순위 청약은 경쟁률 1만1906대1을 기록

•   매경: 中 `ESS 굴기`에 세계 1위 삼성·LG `긴장`

•   매경: 현대건설, 알제리 발전소 8500억에 수주

•   한경: 9억 초과도 대출금지 땐 서울 아파트 37%가 영향…실수요자들 큰 피해 우려

•   한경: '다주택자 세금 압박' 속도내는 與…"종부세 인상안 내달 처리"

•   한경: "월성 1호기 경제성 고려해 판단…검찰 감사도 주기적으로 추진"

•   한경: 이창용 "韓, 제조업에만 의존…新산업 키워야 위기탈출"

•   한경: 자율車가 문·액셀·브레이크 제어…탑승자 위험행동도 차단

•   한경: 상한제 적용돼도…강북까지 "후분양하겠다"

•   서경(P1): '3중고'에 기업들 주총 비상

•   서경: 3%룰 58년째 불변...과도한 정부 개입이 '경영 족쇄'

•   서경: 기업들 "검증된 사외이사 갑자기 어디서 찾나" 난감

•   서경: 신외감법 적용으로 비용 2배 늘었는데 '감사 리스크'는 여전

•   서경: 12·16대책 한달... 차갑게 식은 고가주택 시장

•   조선(P1): 브루킹스硏 "文대통령 대북정책, 美와 분리해 새로운 길 가려 한다"

•   조선: "北비핵화 허구 깨져, 韓美 핵동맹으로 가자"

•   조선비즈: 세계 1위 조선산업 '기술 단절' 위기... 채용 중단하자 대학 조선공학과도 통폐합

•   조선비즈: 스마트폰 제조기지로 뜨는 '인도'… 삼성·애플·오포 생산 강화

•   조선비즈: 녹색원자력학생연대 "6개 원전 건설 재개 촉구" 국회에 제안서 전달

•   중앙: [view] “하늘 두 쪽 나도 잡겠다” “땅 소유권 국가가” 끝없는 강남 저격

•   중앙: 116억 들여 지어 8년만에 2억 들여 철거한 '타워형 태양열발전소'

•   동아(P1): 美 ‘한국 호르무즈 파병도 방위비 기여로 인정’ 검토

•   동아: “車제조업 머물면 안돼”… 정의선표 리더십 핵심은 ‘개방형 혁신’

•   문화(P1): 강경화 “대북제재 예외인정 받을 사업 있다”… 김연철도 금강산 개별 관광 재개 추진 시사

•   문화: <새로운 10년, 신성장동력을 찾아라>AI인프라·글로벌 거점 구축… ‘디지털 트랜스포메이션’ 이끈다

•   문화: <새로운 10년, 신성장동력을 찾아라>로봇· 자율주행차 ‘경쟁력 업’ 가속도

•   문화: 추락했던 드론 사업, 3D프린팅 배워 더 높이 띄워

•   문화: 인접국 청정에너지 공유 ‘슈퍼 그리드’… 中·러 뛰는데 韓은 걸음마

•   문화: 대륙·해양 가로질러 송전… ‘HVDC’ 기술도 中에 크게 뒤처져

•   한겨레(P1): 1호 공약 띄운 정당들…D-90 ‘총선전쟁’ 점화

※   ‘희망경제 공약’에는 △재정준칙 도입을 법으로 명문화하는 재정건전화법 추진 △탈원전 정책 폐기, 태양광사업 관련 국정조사, 특검 법안 추진 △고용계약법 제정, 다양한 근로시간 제도 도입 등이 담겼다.

•   한겨레: [단독]손실 우려 ‘예타’ 평가에도…한전, 국외 석탄발전소 편법 추진

※   시공사 두산중공업 밀어주기 의심도

•   한겨레: 세계최대 자산운용사 “석탄관련 기업서 투자 손뗀다”

•   머니투데이(P1): [단독]태양광·풍력으로 ‘그린수소' 만들면 보조금 등 인센티브

•   머니투데이: "태양과 바람을 수소로…에너지도 '민주화' 이룬다"

•   머니투데이: LG전자 도마뱀처럼 벽타는 로봇 만든 MIT 교수 영입

•   머니투데이: LGD, 스마트폰 OLED 점유율 中BOE 추월…실적개선 고삐

•   헤럴드경제(P1): ‘큰손’ 국민연금, 3월 주총 휘저을까

•   헤럴드경제: ‘적극적 주주권’ 기치 든 국민연금…기업활동 위축 우려

•   헤럴드경제: 빵도 매일 구독하는 시대…백화점, 파격의 ‘승부수’

•   파이낸셜뉴스(P1): 서울 상업용 부동산 거래 12兆 '사상최대' [마켓워치]

•   파이낸셜뉴스(P1): 100만원대 폴더블폰 갤럭시 Z 나온다

•   파이낸셜뉴스: 국회는 이미 총선 체제… 탄력근로제 결국 폐기수순 밟나

•   파이낸셜뉴스: 인텔, CPU 공급난 올해도 이어질듯..반도체 시장에 영향 줄 수 있어 촉각

•   파이낸셜뉴스: CES 이어 MWC까지… 글로벌 전시회 휩쓰는 '블록체인'

•   아시아경제(P1): [단독]ESS 화재 2차조사위, 오늘 오후1시 강남서 최종회의…막판 공방

•   아시아경제: "늘리고 보자"…ESS 화재, 민관의 총체적 부실

•   이데일리: 반도체·화장품·호텔·배터리…올해는 `될 놈만 된다`

•   이데일리: 한전 “인도네시아 석탄화력발전사업 계속 추진할 것”

•   연합: 에너지연, 건물용 연료전지 시스템 개발할 연구소기업 설립

•   연합: "다결정 소재 성능제어 기술 개발…반도체·배터리에 활용 기대"

※   SBS CNBC: 1조5천억 위례신사선 잡아라…건설사냐 금융사냐

•   GS건설 컨소시엄은 KB와 KDB가 금융사로 참여한 가운데, 태영건설 두산건설, 대우건설, 대보건설 등이 참여

•   중도일보: 우기종 "두산중공업 등 대기업이 목포로 올 수밖에 없다" 확신

•   Power Engineering: EIA: Wind, solar PV will outpace U.S. gas-fired capacity additions in 2020

•   WNN: EU Green Deal ignores its own biggest clean energy source

•   reNews: Wind power at the 'core' of EU green deal

•   Renewables Now: Slow growth of UK's onshore wind sector jeopardising net-zero goal - RenewableUK

•   에너지경제: 한국중부발전, 글로벌 에너지전환 선도한다

•   에너지데일리: "에너지 전환, 피할 수 없는 글로벌 트렌드"

•   에너지데일리: 수소경제발전, 수소기금 조성 통한 투자 활성화 시급

•   헬로티: 재생에너지 3020 순항? 아직 ‘풍력산업’ 퍼즐 남았다

•   KHL: Financial review of 2019

•   Equipment Journal: Volvo’s largest excavator is coming to North America

•   Construction Equipment: Doosan Adds Central Power Systems as Missouri Dealer

•   For Construction Pros: Volvo Seeks to Build Tomorrow with Bigger, More Productive Construction Equipment

•   For Construction Pros: Volvo Drives Construction Into the Future with CONEXPO-CON/AGG Product Showcase

•   건설경제: 도시재생 뉴딜사업 착공 33.5% 불과 … 채찍 가한다

•   건설경제: 서울 강북ㆍ부산 강서 등 32곳 신규 도시재생 뉴딜사업 배제 가능성

•   건설경제: 새만금 태양광 구축 속도내지만 …

•   건설경제: 일본4사가 점령했던 소형 굴삭기 시장, 지각변동 일어나나

•   CNET: Foldable phone screens could use diamond glass, says Gorilla Glass rival

•   CNET: The next Galaxy S phone may have leaked in pictures - Video

•   CNET: Huawei shipped nearly 7 million 5G phones last year, despite US opposition

•   MIT News: Zeroing in on decarbonization

•   MIT Technology Review: Climate change means the US must start building big things again

•   전자신문: [이슈분석] 격랑의 낸드플래시 시장…시황 회복에 업체간 격전 예고

•   전자신문: [이슈분석]D램, 올해 가격 반등 예고...반도체 업계 실적 개선 청신호

•   Phone Arena: Top analyst says Qualcomm has started a price war that will impact prices of 5G phones

•   Phone Arena: The foldable Galaxy Z Flip to have a dual-layer display and bigger than expected battery

•   Inside EVs: Batteries Aren't Just For Passenger Electric Cars Anymore

•   Robotics & Automation News: Sony showcases new concept car with tech for autonomous driving

•   Robotics & Automation News: Universal Robots partners with DLL to launch financial services leasing program

•   Robotics Business Review: NRF 2020 trends: Robot companies look to solve retailer inventory woes

•   Robotics Tomorrow: How to Make Autonomous Driving Safe

•   Cobot Trends: Where to spot mobile robots in 2020

•   물류신문: 2020 글로벌 물류 시장 전망

•   Mainichi: BOJ downgrades assessments of 3 regions on slowing global economy

•   Economic Times: Time for a rethink on monetary policy: Has inflation targeting failed?

•   Economic Times: India plans new law to protect foreign investment: Sources

•   Jakarta Post: Jokowi wants all vehicles in new capital city to be autonomous, electric

•   Jakarta Post: At least 50 major infrastructure projects to be completed this year

•   Viet Nam News: Việt Nam’s monetary policies do not create unfair gains in international trade: SBV

•   Viet Nam News: Việt Nam-China import-export turnover reaches $117 billion

•   Myanmar Times: World Bank says growth in Myanmar to improve this year

[Opinions]

•   Project Syndicate(Daron Acemoglu): Is America Going Fascist?

•   FT(Editorial Board): Truce in the US-China trade war is only partial

•   FT(Janan Ganesh): Biden represents a portal to the past for US allies

•   FT(David Gardner): Iran’s theocrats will not risk losing control

•   FT(Lex): Huawei/US sanctions: call to arms

•   FT(Katrina Manson): US disregard for allies in Middle East risks backfiring

•   FT(Angelo Calvello): Fund managers must embrace AI disruption

•   FT(Robin Wigglesworth): Investors should heed lessons from 2018 shake-out

•   WSJ(William A. Galston): Trump Gets No Soleimani Bump

•   NYT(Eswar Prasad): Trump Gets His Trade Deal, China Gets the Win

•   WP(Robert J. Samuelson): Could the global debt balloon pop? It’s hardly impossible.

•   WP(Max Boot): These 7 impulses explain Trump’s inexplicable foreign policy

•   WP(Henry Olsen): The new trade deal with China could be the calm before the storm

•   WP(Jennifer Rubin): Elizabeth Warren is not a credible uniter

•   WP(George F. Will): Time is on Taiwan’s side

•   WP(Maung Zarni ): Why Myanmar’s genocide denial will come back to haunt it

•   WP( Jon Cowan, Jim Kessler ): Bernie Sanders’s agenda makes him the definition of unelectable

•   WP(Helaine Olen): In this fight, Bernie Sanders and Elizabeth Warren are both losers

•   WP(Megan McArdle): Elizabeth Warren and Bernie Sanders are pulling apart in more ways than one

•   Bloomberg(Daniel Moss): Trump’s Economic Data Plan Is a Recipe for Chaos

•   Bloomberg(David Fickling): Hong Kong Could Be a Loser From the Trade Deal

•   Bloomberg(Conor Sen): The 2010s May Have Been the Best It Gets for the Rich

•   Bloomberg(Tyler Cowen): Trump Wins Round One of the U.S.-China Trade War

•   Bloomberg(John Authers): The 2010s May Have Been the Best It Gets for the Rich

•   Bloomberg(Leonid Bershidsky): Putin's New Plan to Hold Power Forever

•   Bloomberg(Jonathan Bernstein): Four Ways to Think About Impeachment

•   Bloomberg(Noah Feldman): Senate Impeachment Trial Won't Look Like ‘Law & Order’

•   Bloomberg(Andreas Kluth): Germany's Second Economic Miracle Is Ending

•   Bloomberg(Christopher Balding): China’s Truce With U.S. Exposes Rest of the World

•   CNBC(Joshua Spivak): Democrats may not need exciting candidate to drive 2020 turnout

•   CNN(Joe Lockhart): Opinion: Bernie Sanders isn't facing enough scrutiny

•   MarketWatch(Caroline Baum): Inflation may be muffled, but the business cycle isn’t dead yet

•   MarketWatch(Nicole Cohen): U.S.-China trade pact doesn’t clarify thorny disputes in emerging technologies

•   문화(이덕환): 월성1호기 경제성 조작은 重犯罪