Business Intelligence Monitor 200117

[Markets]

•   Global: Dollar gains, stocks scale fresh highs on data, trade deal - Metals & Mining

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

※   Canadian shares also hit new high

※   Oil, dollar gain on growth optimism

•   미국: Alphabet Becomes Fourth U.S. Firm to Reach $1 Trillion Market Value

•   한국: 코스피, 미중 무역합의 효과에 또 상승…9개월만에 최고

•   Metals: U.S.-China trade deal boosts copper prices even as doubts linger

•   Grains: Soy to 1-month low; corn, wheat also weak on China demand doubts

[Indicators]

•   한국 11월 통화 및 유동성: 작년 11월 통화량 7.7% 늘어…3년8개월만에 최고

•   한국 주간 아파트가격(감정원): 서울 강남 집값 눌렀지만…경기·인천서 ‘풍선효과’

•   한국 주간 아파트가격(부동산114): 서울 재건축 아파트값 17주만에 하락 전환

•   한국 1분기 대한상의 BSI: 제조업 전망 비관적… "보수적 투자" 72%

•   일본 11월 핵심기계류수주: Japan machinery orders log record rise in Nov. on big-ticket railcars

•   일본 12월 생산자물가: Japan wholesale prices rise for 3rd straight year but increase slows

•   터키 기준금리: Turkey delivers fifth rate cut in a row in effort to boost growth

•   남아공 기준금리: South Africa cuts interest rates as slowdown persists

•   미국 12월 소매판매: Consumer Spending Solid at End of Holiday Shopping Season

•   미국 1월 NAHB 주택시장지수: U.S. Homebuilder Sentiment Posts Best Two Months Since 1999

[News]

•   WSJ: U.S.-China Deal Could Upend the Way Nations Settle Disputes

•   WSJ: U.S. and China Face a Steep Climb to Meet Trade Goals

•   WSJ: Senate Passes USMCA, New North American Trade Pact

•   WSJ: WSJ Survey: U.S., China Agreement Will Boost Growth

•   WSJ: For Economy, Climate Risks Are No Longer Theoretical

•   WSJ: U.S. to Change How It Releases Economic Data

•   WSJ: Newsletter: Let’s Make a Deal

•   WSJ: Microsoft Raises Stakes in Corporate Climate-Pledge Race

•   NYT: Its Reputation Tattered, Polarized Senate Faces a Steep Impeachment Test

•   NYT: Senate Opens Trump Impeachment Trial as New Ukraine Revelations Emerge

•   NYT: G.A.O. Report Says Trump Administration Broke Law in Withholding Ukraine Aid

•   NYT: Ukraine Investigates Trump Allies Amid Reports of Surveillance of Marie Yovanovitch

•   NYT: Lev Parnas, Key Player in Ukraine Affair, Completes Break With Trump and Giuliani

•   NYT: In Huawei Battle, China Threatens Germany ‘Where It Hurts’: Automakers - The New York Times

•   NYT: China’s Improving Economic Data Masks Deeper Problems

•   NYT: Trump’s Next Trade Fight Could Be With Europe

•   NYT: A Trade Deal Meant to Heal Rifts Could Actually Make Them Worse

•   NYT: The American Mustache Ruffling Feathers in South Korea

•   WP: Analysis: Trump, who said he wanted witnesses, now may block them

•   WP: The GOP said Trump committed no crime. The GAO says he broke the law.

•   WP: Putin’s plans post-presidency could see him wielding influence for life

•   FT: Germany strikes €44bn deal to phase out coal use by 2038

•   FT: US agency to bar computers from economic data ‘lock-ups’

•   FT: Volkswagen chief warns ‘sacred cows’ need slaughtering

•   FT: Norwegian polysilicon maker jumps on US-China trade deal

•   FT: Johnson accused of ‘brinkmanship’ by EU trade chief

•   FT: ECB policymakers strike optimistic note with Lagarde at helm

•   FT: Huawei sets a test for Brexit-era foreign policy

•   FT: Is the EU trying to have its Brexit cake and eat it?

•   FT: Uncertainty over China-US trade deal hits soyabean prices

•   FT: Investors weigh Chile’s prospects as protests hit growth

•   FT: China views trade deal as welcome respite in US battle

•   FT: What’s in the US-China ‘phase one’ trade deal?

•   Bloomberg: Xi’s Wider Fight With U.S. Is Only Just Beginning After Trade Deal

•   Bloomberg: Tariffs Become New Normal as Trump Moves to Next China Demands

•   Bloomberg: In the U.S.-China Deal, Trump Finds a Way Around WTO Process

•   Bloomberg: Economists Don’t See Any U.S. Growth Bump From U.S.-China Deal

•   Bloomberg: U.S.-China Trade Deal Reality Check: What’s New, What’s Unclear

•   Bloomberg: Trump Uses Trade Wins as Shelter From Impeachment Storm

•   Bloomberg: Japan Widens Lead Over China as Top Foreign Holder of Treasuries

•   Bloomberg: Toshiba Says It Built an Algo That’s Faster Than a Supercomputer

•   Bloomberg: Deutsche Bank Sees ‘Distressed Debt Cycle’ Beginning in China

•   Bloomberg: Boeing’s Max Troubles Begin to Spill Into Broader Economy

•   Bloomberg: Lagarde’s Year of Listening May See ECB Get Earful on Prices

•   Bloomberg: Rush of Bets on Imminent BOE Cut Leaves Analysts Urging Caution

•   Bloomberg: Putin’s Cabinet Revamp Clouds Path for Russian Rate Cuts

•   Bloomberg: China to Hit 2019 Economic Targets as Trade Deal Lifts Outlook

•   Bloomberg: U.K. Productivity Woes More Costly Than Worst-Case Brexit

•   Bloomberg: Many ‘No’ Votes on Trade Deal Came From Presidential Hopefuls

•   Reuters: China to buy rare earths from U.S. as part of trade pact

•   Reuters: U.S.-China trade deal, USMCA to boost economy: Mnuchin on Fox News

•   Reuters: U.S. energy exports to climb as China pledges ramp-up in purchases

•   Reuters: Factbox: Big Tech and their carbon pledges

•   Reuters: 'Phase 2' U.S.-China trade talks have already begun: Pence

•   Reuters: Factbox: How China tariffs on U.S. commodities, energy stand after Phase 1 trade deal

•   Reuters: China's Liu: China will push forward capital account opening, yuan internationalization - state media

•   Reuters: China, U.S. sign initial trade pact but doubts and tariffs linger

•   Reuters: Trade deal no panacea for rocky U.S. relations with China

•   Reuters: Factbox: Russia's new PM pledges to accelerate work on national projects

•   Reuters: Factbox: How the North American trade deal will affect autos, digital trade, drugs

•   CNN: The trade war is still on. Consider this a fragile truce

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

•   CNBC: Stocks are the most overvalued since at least the 1980s based on one measure

•   CNBC: 40% of countries will witness civil unrest in 2020, report claims

•   CNBC: Business leaders don't see partial China trade deal as a huge win yet

•   CNBC: New iPhones will have 'refreshed' Face ID and 3D camera: Barclays

•   CNBC: The pickup truck indicator shows the economy is strong

•   Fox Business: EXCLUSIVE: Ex-Iranian crown prince says war won't bring change — this will

•   SCMP: After the pomp of trade deal signing, China and US face tough reality

•   SCMP: China’s Liu warns against ‘impatiently launching’ into phase two trade talks

•   SCMP: Beijing tells other trade partners they will not lose over deal with US

•   SCMP: China hails phase one trade war deal signing, with focus on strategic value over specific details

•   SCMP: China’s middle class frets the ‘good times’ are over amid sliding house prices, stagnant wages

•   SCMP: Asean, RCEP trade partners unlikely beneficiaries from US-China trade war

•   SCMP: China to maintain prudent monetary policy given positive trade deal

•   SCMP: China phase one deal with US will allow chance for domestic reform, despite short-term sting

•   SCMP: Phase one trade deal could boost China’s A shares, analysts say

•   Global Times: China may ask the US to remove tariffs before phase two talks: expert

•   Global Times: China's 2019 economic growth projected to be above 6 pct, says vice premier

•   매경(P1): 셀트리온 "계열3社 합병…글로벌 제약사로"

•   매경(P1): 당청 `3주택 이상` 종부세율 더 올린다

•   매경(P1): 文 "IT 강국에서 AI 강국으로"

•   매경(P1): 신동빈 롯데회장 "외환위기 때보다 심각…과거 롯데 다 버려라"

•   매경: 400만·800만·90%…한국차 `3대 마지노선` 다 깨졌다

•   매경: 다주택자·고가주택 때리기…총선 앞두고 잇단 `과격 처방`

•   매경: 박선호 국토부 1차관 "특사경 늘려 집중단속"

•   매경: 9억집 사면 전세대출 회수…3년간 대출도 차단

•   매경: [단독] 김정호 교수 "거래허가제로 집값 못잡아…고층규제 풀어 공급 늘려야"

•   매경: 연말 대중교통 무료·로봇이 키위 수확…뉴질랜드 전체가 실험실

•   매경: 경제학회장들 작심비판…"文정부 부동산정책 실패로 불평등 심화"

•   매경: [단독] 40대 일자리 참사에…정부, 또 세금으로 땜질

•   매경: SK이노 美배터리 전진기지…축구장 15개 면적

•   매경: MWC 코앞인데…`한국판 CES` 연다는 정부

•   매경: 두산건설 사장에 김진호

•   매경: LG화학, 2조8천억 투자 내년까지 미래소재 단지 등 조성

•   매경: 두산, 드론용 수소연료전지팩 첫선…MS와 드론솔루션 R&D 공조

•   매경: SK하이닉스, 128단 4D 낸드 양산…高사양 반도체로 승부

•   한경(P1): 삼성전자 법인세 세율…'라이벌' 인텔의 2.4배

•   한경(P1): 丁총리 "집은 투자 대상 되어선 안돼"

•   한경: '보이지 않는 세금' 기업 준조세 141兆…법인세의 두 배

•   한경: 中企엔 '묻지마 세제 지원'…대기업보다 4~6배 많아

•   한경: 총선 이슈 떠오른 부동산…與 "종부세 강화" vs 한국당 "상한제 폐지"

•   한경: 기업 10곳중 9곳 "올해 경제 반등 어렵다"

•   한경: 현대차, 상용전기차 '주도권'…英 어라이벌에 1290억 투자

•   서경(P1): [단독] 정규직화 후폭풍...비대해지는 공공기관

•   서경: '경제 폭망'vs '안전 불안' 탈원전의 두가지 시선[썸오리지널스]

•   조선(P1): 美 이어 프랑스도 대북제재 못 푼다는데… 文정부 홀로 속도전

•   조선: "풍력발전으로 꽃게·우럭 사라질 것" 이번엔 태안서 해상단지 반대 시위

※   한국서부발전, 한국남동발전, 두산중공업, 한국전력기술 등이 참여한 ㈜태안풍력발전이 사업자로 나서고 있다.

•   조선비즈: 中 건설 시장 되살아나는 데…두산·현대 굴삭기 점유율은 지지부진

•   조선비즈: 홍남기 부총리 일자리 V자 반등론, 8년 전 '고용 대박' 데자뷔

•   조선비즈: 미·중 고래 싸움에 TSMC·ASML 등 터지네

•   조선비즈: 中 “미국산 에너지 수입 늘릴 것” 약속에도 유가 하락한 이유는

•   중앙: 미·중 1단계 무역합의 서명, 한국 수출 명암 갈릴 듯

•   중앙: 드론이 날고 AI가 땅을 파고…공사장이 달라진다

•   중앙: “미·중 1차 무역합의 속 빈 강정…미국 경제 좋아보이는 건 착각”

•   동아(P1): 불쑥 던져놓고 ‘땜질’… 불신 부르는 집값대책

•   동아(P1): 규제 풀자는 말에… “감사 뜨면 책임질겁니까”

•   문화: < 최준선의 Deep Read >反기업·親노동 정책 지속땐 ‘소주빈’ 불보듯… 경제 ‘파국열차’ 탈 수도

•   한국(P1): 원전 갈등 못 풀고 정부 뜻대로 ‘거수기 원안위’

•   한겨레(P1): 고가아파트 거래 반토막…강남4구 오름세 멈췄다

•   머니투데이: [기자수첩]플라잉택시 서울 상공 날 수 있을까

•   머니투데이: 12·16 대책 한달, 3가지 내린 것과 오른 것

•   헤럴드경제(P1): 반환점 돈 文정부, 反시장 대책 봇물

•   헤럴드경제: 3040→5060…취업자 고령화 가속

•   헤럴드경제: 노동시간 줄어도 생산성 향상은 ‘찔끔’

•   헤럴드경제: 지난해 상장사 영업익 51조 하락 전망

•   헤럴드경제: SK건설, 세계 최고 효율 연료전지 생산 본격화

•   파이낸셜뉴스(P1): 서민 울리는 외식비용..삼겹살 빼고 다 올랐다

•   디지털타임스: `수소 왕국` 꿈꾸는 정의선… 수소연료전지 美·EU 수출

•   이데일리: ESS 2차 조사 발표 임박… ‘개점휴업’ 후발업체 ‘답답하네’

•   이데일리: `D램 치중` SK하이닉스, 지난해 영업益 2.9조…전년比 `7분의 1`토막

•   이데일리: 국내 건설장비 업체, '호황+美·中 무역 합의'에 '쾌재'

•   뉴시스: 한전 "인니 화력발전 사업 KDI 예타 재신청…제도 개선 요청"

•   뉴스핌: 오늘 새해 첫 금통위...동결하되 인하 시그널?

•   데일리안: [단독] 한수원‧산업부, 월성 1호기 경제성 평가 ‘사전에 말 맞췄다’

•   reNews: Germany to press renewables accelerator

•   reNews: Global clean power investment 'hits £282bn'

•   Windpower Monthly: Offshore wind spending reaches record high in 2019

•   에너지경제: ‘수소경제 알리미’ 전담 T/F 발족

•   에너지경제: '탈원전·태양광'…4월 총선서 핵심 쟁점 부상

•   에너지데일리: 수소기술개발로드맵, ‘30년까지 전주기 지원기반 구축 필요

•   에너지데일리: "사용후핵연료 재검토위 공론화, 공정성 상실했다" - 에너지데일리

•   KHL: Bobcat to unveil electric mini excavator

•   OilPrice.com: South Korea To Boost US Oil Imports In 2020

•   MINING.com: Rising civil unrest adds to mining risks in 2020 - MINING.COM

•   CNET: Trump's Phase 1 trade deal with China hasn't solved all of tech's issues

•   MIT Technology Review: The latest numbers on renewable investments are in, and they aren’t great

•   MIT Technology Review: This weird-looking pigeon is actually a drone that flies with real feathers

•   전자신문(P1): LG전자, B2B 로봇사업 판 키운다

•   전자신문: 정부, 신남방 'FTA 영토' 확대 속도 낸다

•   전자신문: LGD, 中 광저우 공장 이달 말 가동 채비…소자 변화로 수율 개선

•   전자신문: TSMC, 지난해 매출 41조 역대 최대 기록…파운드리 1위 공고

•   ZDNet Korea: 올해 국가R&D 24兆 투입...'소·부·장'에만 1.7兆

•   Phone Arena: Samsung has a mystery new smartwatch in the pipeline

•   Phone Arena: There are 15 billion reasons why this year's Apple iPhones could be incredibly powerful

•   Inside EVs: FINAL UPDATE: Quarterly Plug-In EV Sales Scorecard

•   Dronelife: Is it Time for the Industrial Sector to Embrace Drone Technology?

•   Japan Times: Kubota to release self-driving rice planting machine in October

•   Economic Times: Retail inflation rate: ET Explains: Not all may be bad about India's rising inflation

•   Jakarta Post: Jokowi orders intelligence, police to approach ‘organizations’ about omnibus bill

•   Jakarta Post: Improved trade deficit did little for economy, experts say

•   Jakarta Post: Energy commission sets target to deliver renewables law, reform oil and gas, mining regulations this year

[Opinions]

•   Project Syndicate(Jim O’Neill): Has the World Economy Reached Peak Growth?

•   Project Syndicate(Anatole Kaletsky): What Could Spoil 2020?

•   Project Syndicate(Reda Cherif, Fuad Hasanov, Sabine Schlorke): How Developing Countries Create Industrial Champions

•   Project Syndicate(Mohamed A. El-Erian): Is Trump’s Iran Strategy Working?

•   FT(Philip Stephens): Memo to Brexiters — free trade is no vote winner

•   FT(Gillian Tett): The alphabet soup of green standards needs a new recipe

•   FT(Edward Luce): Beware Trump’s admiration for Putin, Xi and Erdogan

•   FT(Martin Sandbu): The landing zone for Europe’s banking union

•   FT(Lex): RWE: auf Wiedersehen, coal

•   FT(Chris Giles): Beware economists bearing simple equations

•   FT(Neil Hume): Iron ore outlook rests on Vale’s tricky rebound

•   FT(Michael Howell): The Fed is the cause of the bubble in everything

•   WSJ(Daniel Henninger): Can Trump Earn Black Support?

•   WSJ(Andy Puzder, Bill Hagerty): China Surrenders to Reality in the Trade Dispute

•   NYT(David Leonhardt): What Americans Don’t Understand About China’s Power

•   NYT(David Leonhardt): President Bernie Sanders

•   NYT(Ross Douthat, Michelle Goldberg, David Leonhardt): Could Bernie Sanders Win It All?

•   WP(David Ignatius): Iran’s protesters reflect the Middle East’s abiding anger against injustice

•   WP(Hugh Hewitt): The impeachment trial will be a big yawn for millions of Americans

•   WP(George P. Shultz, Ted Halstead): George P. Shultz and Ted Halstead: Carbon pricing is the winning Republican climate answer

•   WP(Christian Caryl): Vladimir Putin’s constitutional shakeup jolts Russia and its government

•   WP(David Byler): Bernie Sanders seemed stuck in the polls. That may be about to change.

•   WP(Jonathan Turley): Jonathan Turley: The Supreme Court might intervene in impeachment trial

•   WP(Harry Litman): Bolton matters. But the documents probably matter more.

•   Bloomberg(Therese Raphael): Boris Johnson Flies Into Dangerous Skies

•   Bloomberg(Karl W. Smith): Trump’s Economy Isn’t as Strong as the Jobs Numbers Suggest

•   Bloomberg(Leonid Bershidsky): Putin’s Pick for Prime Minister Is a Bureaucratic Superman

•   Bloomberg(Jonathan Bernstein): Republicans Should Fear the Unknown on Trump Impeachment

•   Bloomberg(Ramesh Ponnuru): Defenders of Trump’s War Powers Take It Too Far

•   Bloomberg(Alex Webb): The $150 Million Machine With $200 Billion at Stake for China

•   Bloomberg(Narayana Kocherlakota): The Federal Debt Is Nothing to Lose Sleep Over

•   Bloomberg(Anjani Trivedi): China Spins a Trade-Deal Trap in Bad Debt Market

•   Bloomberg(Francis Wilkinson): Why Trump’s Impeachment Trial Makes Senate Republicans Squirm

•   CNN(Paul Callan): Pelosi's Ukrainian impeachment stew needs salt

•   MarketWatch(Pierre Briançon): Germany mired in economic absurdity with surpluses a drag on global growth:

•   MarketWatch(Howard Gold): The Federal Reserve is stuck in quantitative-easing hell

•   MarketWatch(Steve Goldstein): Merkel makes clear she won’t join Trump in challenging China

•   Fox Business(Alfredo Ortiz): USMCA is another Trump promise kept – and a trade victory for America