Business Intelligence Monitor 200130

[Markets]

•   Global: Stocks gain on solid results, but virus keeps safe-havens alive

※   Coronavirus death toll rises to 133

※   China state economist sees hard hit to Q1 growth

※   Fed expected to signal on-hold stance

•   미국: GE Soars to 15-Month High as Cash Outlook Buoys Turnaround

•   미국: Tesla surges after earnings beat, vows to sell over half a million vehicles this year

•   한국: 코스피, 신종코로나 불안속 반등 마감…2,180선 회복

•   한국: '우한폐렴 공포'에도…외국인, IT株는 샀다

•   Metals: Copper extends losses as coronavirus spreads

•   Grains: U.S. wheat, corn futures weaken; soybeans close to unchanged

[Indicators]

•   한국 2019년 국내 인구이동: 수도권 인구, 지방 인구 첫 추월

•   한국 12월 무역지수 및 교역조건: 작년 12월 수출물량 8개월만에 증가…"기저효과 영향"

•   한국 1월 KB 주택시장동향: 서울 아파트값 상승세 큰폭 둔화..경기 수원·안양은 2% 넘게 올라 [서울 부동산시장 전망]

•   한국 1월 소비자동향조사: 1월 소비심리 104로 ↑…"신종코로나 이슈 반영 안된 조사"

•   한국 1월 BSI: 1월 기업심리 1p 하락한 75…"신종코로나 영향은 반영 안돼"

•   베트남 1월 소비자물가: Vietnam’s Inflation Surges to 6-Year High, Exports Plunge

•   러시아 2019년 가계부채: Russia’s Consumer Debt Still Growing, but Bubble Fears Easing

•   러시아 2019년 가처분소득: After Decline and Stagnation, Russian Income Growth Hits Six-Year High

•   영국 1월 주택가격: UK house price growth picks up after sluggish 2019

•   미국 12월 상품수지: US goods trade deficit widens as imports rebound

•   미국 12월 잠정주택판매: US pending home sales post worst fall since 2010

•   미국 기준금리: Fed Holds Benchmark Rate Steady

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the January Statement Changed From December

[News]

•   WSJ: Facebook Reports 25% Revenue Growth in Latest Quarter

•   WSJ: Tesla Posts Fourth-Quarter Profit on Record Deliveries

•   WSJ: Coronavirus Cases Grow as Airlines Suspend Flights to China

•   WSJ: Boeing Posts Full-Year Loss Amid 737 MAX Setbacks

•   WSJ: No, Banks Don’t Hold the Key to Climate Change

•   WSJ: USMCA: The Deal’s Been Signed, but the Debate Continues

•   WSJ: Newsletter: $1 Trillion Deficits Are Here to Stay

•   WSJ: GE Finds Its Footing and Posts Strong Cash Flow

•   WSJ: Three Continents and Hours and Hours of Charging: The Electric-Vehicle Road Test

•   NYT: Trump’s Defense Team Discounts Bolton as Republicans Work to Hold Off Witnesses

•   NYT: For John Bolton, an ‘Upside-Down World’ After Trump Revelation

•   NYT: A Deal That Has Two Elections, Rather Than Mideast Peace, as Its Focus

•   NYT: Trump Impeachment Trial: Live Coverage

•   NYT: Coronavirus Live Updates: China Now Has More Cases Than It Had of SARS

•   NYT: Mask Hoarders Are Raising Risk of a Coronavirus Outbreak in the U.S.

•   NYT: Researchers Are Racing to Make a Coronavirus Vaccine. Will It Help?

•   NYT: Trump’s Mideast Plan Leaves Palestinians With Few Options

•   NYT: Brexit Is Here, and It’s a Texas-Size Defeat for the E.U.

•   NYT: Brexit Is Finally Happening, but the Complicated Part Is Just Beginning

•   NYT: Coronavirus Outbreak Tests World’s Dependence on China

•   NYT: A Warehouse Robot Learns to Sort Out the Tricky Stuff

•   WP: The 3 most interesting Q&As from the Senate impeachment trial, so far

•   WP: Trump’s team argues that anything he does to win reelection isn’t impeachable

•   WP: Trump resisted going to war with John Bolton after firing him. It failed.

•   FT: Coronavirus crisis hits global businesses in China

•   FT: Pompeo urges Britain to rethink Huawei 5G decision

•   FT: Bolivia’s interim leader will ‘fight’ to stay in power

•   FT: Shanghai traders brace for return to work after outbreak

•   FT: Coronavirus escalation could spur 10% fall in global equities, SocGen says

•   FT: Johnson and Javid order budget cuts of at least 5%

•   FT: White House warns John Bolton’s book may not be published

•   FT: Is the UK set for a Brexit bounce?

•   FT: European Parliament gives its blessing to Brexit deal

•   FT: Arab states voice muted reaction to Trump’s peace plan

•   FT: Germany says economic recovery reaches turning point

•   FT: Catalan leader calls snap poll to break deadlock

•   FT: Brexit Britain trapped between superpowers

•   FT: Wuhan expats: ‘We see people getting ill around us’

•   FT: Donald Trump makes a grab for US trade power

•   FT: Britain steps into the unknown

•   FT: Global miners failing to meet Paris climate goals

•   FT: Growth in ‘south-south’ trade grinds to a halt

•   FT: Checks on Irish Sea trade loom as next flashpoint

•   FT: Putin’s new Ukraine man lifts hopes of peace progress in Kyiv

•   FT: More affordable iPhone 11 is unlikely star of Apple earnings

•   FT: The Apple effect: Germany fears being left behind by Big Tech

•   FT: How dangerous is the new coronavirus?

•   FT: How China is shaking up its interest-rate regime

•   Bloomberg: Mistrust Hampers Hong Kong’s Battle to Hold Back China Outbreak

•   Bloomberg: WHO to Mull Emergency Declaration as Toll Tops 130: Virus Update

•   Bloomberg: Coronavirus Is No Ebola, and That Presents a Different Problem

•   Bloomberg: 10-Year-Old Boy Raises Fears Wuhan Virus Could Spread Undetected

•   Bloomberg: EU Spares Huawei From Blanket 5G Ban, Defying Trump

•   Bloomberg: The Crisis That Shattered India's Economic Dreams

•   Bloomberg: Apple Expects Disruption, McDonald’s Closes Stores: Virus Impact

•   Bloomberg: Apple Closes More Stores in China as Coronavirus Spreads

•   Bloomberg: Argentina Tells Investors Debt Sustainability Plan Coming Soon

•   Bloomberg: Steady U.S. GDP Could Mask Weakening Consumption

•   Bloomberg: Draghi, Germany’s Least Popular ECB Head, Gets Its Highest Honor

•   Bloomberg: China’s Health Scare Tempers High Hopes in U.S. Farm Markets

•   Bloomberg: Sanders Says He Would ‘Immediately’ Renegotiate USMCA

•   Bloomberg: Turkey Close to Turning Point of Its Dash for Single-Digit Rates

•   Bloomberg: Turkey Close to Turning Point of Its Dash for Single-Digit Rates

•   Bloomberg: BOJ Board Members Hint at Rising Concern Over Negative Rates

•   Bloomberg: The SARS Comparisons Don’t Work But It’s All Wall Street Has Got

•   Reuters: China Q1 growth may dip below 5% as virus spreads - govt economist

•   Reuters: Morgan Stanley warns coronavirus could drag on global, Chinese GDP growth

•   Reuters: Factbox: Huawei's involvement in telecoms networks around the world

•   Reuters: Explainer: What the U.S. Federal Reserve is watching this year

•   Reuters: Brexit could mean £5 billion tax loss from finance - academic

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

•   Reuters: Foxconn says plans in place to meet production obligations after virus outbreak

•   CNN: Lunar New Year coronavirus: Extending the holiday will hurt China's economy

•   CNN: Trump's super-charged GDP growth proves elusive

•   CNBC: US will keep tariffs on China even if coronavirus starts hurting growth: Navarro

•   CNBC: Oil prices: OPEC's waning influence laid bare as coronavirus spreads

•   SCMP: Could coronavirus scupper implementation of US-China trade deal?

•   SCMP: China faces bigger epidemic than Sars in ‘grave’ coronavirus outbreak

•   SCMP: Fears of economic contagion grow as coronavirus turns cities to ghost towns

•   매경(P1): 17만 中동포·유학생 돌아온다…두려운 2월

•   매경: "무증상 감염자 전파 가능성 낮지만 우한폐렴은 예외일수 있어 긴장해야"

•   매경: 작년 벤처투자 사상 첫 4조원 넘었다…GDP 대비 세계 4위

•   매경: 반도체업황 부진에 수익 감소…삼성전자 성과급 6년만에 깎여

•   매경: 삼성 폴더블 신제품 Z플립…접으면 주머니에 쏘옥

•   매경: 실물경제 바로미터 `구리값`…신종코로나 뜨자 힘 못쓰네

•   한경(P1): 5년 前 메르스 때와 달라진 게 없다

•   한경(P1): [모십니다] 세상을 바꾸는 초연결시대 시작…2020 월드IT쇼 개최

•   한경: 로봇 RPA가 사무실 '업무 혁명' 일으킨다

•   한경: 삼성전자, 5G폰 판매 세계 2위

※   Strategy Analytics: Huawei & Samsung Capture 73 Percent Share of Global 5G Smartphone Shipments in 2019

•   한경: 모델하우스 사람 몰리는데…건설업계, 우한 폐렴 '긴장'

•   서경(P1): 우한폐렴 후폭풍···韓주력산업, 中생산 시계제로

•   서경: '우한폐렴' 낸드·D램 수요에 직격탄···반도체 '낙관론' 사그라드나

•   서경: "재고 바닥, 내달 초가 마지노선"···中企도 '우한폐렴發' 초비상

•   서경: 우한폐렴에···기아차 옌청 공장 가동, 내달 10일로 연장

•   서경: 홍남기 "'우한폐렴 추경' 전혀 검토 안해"

•   서경: 우한폐렴 직격탄 동대문 "제품·원단 확보 못해 폐업 공포"

•   서경: [시그널] 두산건설, 논현사옥 '매입 후 재매각' 추진

•   서경: 신종 코로나, 독감보다 열 낮고 마른 기침 많아

•   조선(P1): 콜록대는 의심 환자들, 일반인과 뒤섞여 활보

•   조선: [팩트 체크] "원자력硏서 나온 방사선량, X레이의 100분의 1"

•   조선: [Tech & BIZ] AR 안경, 스마트폰 대체할 수 있을까

•   조선: [Tech & BIZ] '진짜 5G' 상용화?

•   조선비즈: MWC에 몰려들 중국 참관객들... 우한폐렴 어쩌나

•   조선비즈: 中 반도체 굴기, 우한 폐렴에 직격탄 맞을까

•   IT조선: 삼성 中 쑤저우 가전·LCD 라인, 사태 장기화에도 괜찮을까

•   중앙: “전파자 모르는 감염 곧 생길 것…메르스 땐 없던 일”

•   중앙: "정규직이 비정규직 착각? 이게 무슨 통계냐" 유경준의 분노

•   중앙: “남이 쓰던 건 좀…” 우한폐렴, 공유경제 습격

•   동아: 슈퍼예산 짜놓고… 홍남기 “稅收 어려움 있을것”

•   동아: SK이노 “모빌리티로 배터리사업 확장”… 현대차에 협업 타진

•   한국(P1): 국세청 “고가주택 자금출처, 상환과정까지 추적해 과세”

•   머니투데이(P1): 수소로 46만가구에 전기·열 공급…서울시, 대규모 수소 투자

•   머니투데이: 단기일자리가 많다고요? 아뇨, 더 늘려도 됩니다.

•   머니투데이: 미중 갈등에 갈린 삼성·LG 전자부품 맞수 실적

•   파이낸셜뉴스: 중국인 관광객 일주일새 30% 급감 [신종 코로나 공포 확산]

•   파이낸셜뉴스: 국내 유증상자, 확진자 포함 187명 [신종 코로나 공포 확산]

•   파이낸셜뉴스: 한한령 해제도, 남북관계 개선도… 우한 폐렴이 삼켜버렸다

•   아시아경제: 중국發 C의 공포…韓 1분기 수출 타격 불가피

•   디지털타임스(P1): 방위비 압박 수위 높인 美… 韓근로자 `무급휴직` 엄포

•   연합: 부산 해운대·기장 풍력발전 놓고 쪼개진 어민·환경단체

•   뉴시스: 심재철 "탈원전, 산업경쟁력 갉아먹어…이러니 '문재앙' 정권"

•   이투데이: [새해 경제 재도약] 두산, 사업 분할 통해 전문성 강화한다

•   CEO스코어데일리: 국내 첫 원전해체연구소, 내년 초 착공...설립 비용 3200억원 달해

•   reNews: GE Renewable Energy makes $666m loss

•   reNews: Wind capacity to 'grow by 627GW by 2028'

•   FuelCellsWorks: Instant hydrogen production for powering fuel cells

•   에너지경제: 한전, 에너지신사업으로 경영위기 타개한다

•   에너지경제: 탈(脫)원전, 사용후핵연료 처분 지연으로 귀결되나

•   KHL: Turkey’s construction industry to reach $230 billion

•   KHL: UK infrastructure awards down 50% in four years

•   건설경제: ‘악전고투’ 두산건설에 손 안대고 코 푸는 유진투자증권

•   건설경제: 국회, ‘유럽그린딜’에 대한 韓기업 대응책 마련 시급

•   OilPrice.com: US Sanctions Bar Iran From Accessing $5B Energy Export Revenue

•   OilPrice.com: Is The Virus-Induced Oil Price Slide Finally Over?

•   CNET: Autonomous, electric tractor could be the future face of smart farming

•   Verge: AI-powered robot pickers will be the next big work revolution in warehouses

•   Tech Crunch: Self-driving company Waymo teams up with UPS for package delivery

•   MIT Technology Review: AI-powered robot warehouse pickers are now ready to go to work

•   ZDNet Korea: '2월 폴더블·3월 갤S20'…삼성폰 출시 공식 뒤바뀐 이유

•   Phone Arena: The iPhone 11 increased Apple's market share in all key markets

•   Phone Arena: The iPhone 9 could face delays for a very unexpected reason

•   Inside EVs: Tesla Q4 2019 Report Shows Profit Again, Model Y In Production

•   Inside EVs: Tesla May Have 4 Compelling 'Products' Coming In 2020: Here's A Look

•   Hannover Messe News: Researchers accelerate hydrogen refueling

•   Robotics & Automation News: Collaborative robots contribute towards changing perceptions of automotive robotics

•   Robotics & Automation News: Transportation applications to account for more than 50 percent of the overall AGV market

•   Robotics Tomorrow: How Robots Are Changing the Maritime Industry

•   Nikkei Asian Review: Fanuc says China business is back and lifts earnings forecast

•   Nikkei Asian Review: Coronavirus: Economic contagion is already rippling through Asia

•   Nikkei Asian Review: 5G gives a lift to Japan's electronic parts orders

•   Mainichi: Japanese companies brace for disruption in China from virus outbreak

•   Economic Times: Wind energy capacity addition to remain subdued this fiscal: Report

•   Economic Times: Apple postpones launch of online store in India

•   Business Standard: Indian economy in great position with growing consumption story: BofA CEO

•   Hindustan Times: Prices of three key vegetables unlikely to go down for now

•   Jakarta Post: Jokowi signs letter to begin omnibus bill deliberations at House

•   Jakarta Post: Indonesia ‘vigilant’ about economic risks of coronavirus

•   Jakarta Post: Property developers express concern over ‘thinning’ housing loan subsidy

[Opinions]

•   Project Syndicate(Otaviano Canuto): Brazil’s Biggest Economic Risk Is Complacency

•   Project Syndicate(Yanis Varoufakis): Greta Thunberg, Donald Trump, and the Future of Capitalism

•   Project Syndicate(Jan-Werner Mueller): Christian Democracy or Illiberal Democracy?

•   FT(Janan Ganesh): How Republicans came to deify the presidency

•   FT(Martin Sandbu): EU’s green measures are not quite what they seem

•   FT(Lex): Apple: core strength

•   FT(Tom O'Sullivan): A new year marks a new phase of Hong Kong protests

•   FT(Martin Arnold): German car sector’s electric awakening to jump start economy

•   FT(David Sheppard): The threat for oil is shocks to demand, not supply

•   FT(Megan Greene): Central banks swim against tide on inflation

•   FT(Editorial Board): EU’s carbon border tax plan is risky but needed

•   WSJ(Holman W. Jenkins, Jr.): The Cure for the Chinese Flu

•   WSJ(Donald L. Luskin): The Fed Pretends to Listen

•   NYT(Spencer Bokat-Lindell): Should You Be Worried About the Coronavirus?

•   NYT(Frank Bruni): John Bolton Gets the Last Laugh

•   NYT(Nathan Thrall): Trump’s Middle East Peace Plan Exposes the Ugly Truth

•   WP(Jennifer Rubin): Does Bernie Sanders have a glass jaw?

•   WP(Josh Rogin): The China competition will require the United States to do these 100 things

•   WP(John Pomfret): The coronavirus is Xi Jinping’s greatest challenge

•   Bloomberg(Bill Dudley): Fed’s Repo Response Isn’t Fueling the Stock Market

•   Bloomberg(Daniel Moss): China Is Perfectly Prepared to Fight the Last Virus

•   Bloomberg(Brian Chappatta): Inflation ‘Near’ 2% Doesn’t Cut It Anymore for the Fed

•   Bloomberg(Brooke Sutherland): GE Bulls Finally Have More Than Hope on Their Side

•   Bloomberg(John Authers): Don’t Look for a Reason for This Mid-Virus Rally

•   Bloomberg(Jonathan Bernstein): The Ugliest Part of Trump’s Impeachment Defense

•   Bloomberg(Tim Culpan): Apple’s Once-Sunny China Future Looks Hazy

•   Bloomberg(Peter R. Orszag): Milton Friedman’s World Is Dead and Gone

•   Bloomberg(Matt Singh): Why Brexit Opponents Lost the Vote and the Argument

•   CNN(Jared Kushner): A pivotal moment in the Middle East

•   MarketWatch(Caroline Baum): The Fed is complacent; the bond market is not

•   Fox Business(Christian Whiton): Trump's USMCA is not just biggest deal ever—it's an international game changer

•   한경(사설): 만만한 기업만 전기료 인상…이런 나라 또 어디 있나

•   중앙(성윤모): 수소경제 수출강국을 꿈꾸다