Business Intelligence Monitor 200131

[Markets]

•   Global: Stocks rally in big rebound, safe-havens lose luster

※   Stocks surge after biggest daily loss since October

※   Gold prices fall, yen weakens as safe-haven appeal slips

※   Yield curve reinverts in potential recession warning

※   Safe-haven demand strong after risk assets sell off

※   Oil prices rise after five-day decline

•   미국: US yield curve inversion raises growth concerns

•   Bloomberg: The Inverting Yield Curve Is About More Than Recession This Time

•   한국: 코스피, 신종코로나 불안에 다시 급락…2,150선도 붕괴

•   Metals: Copper slides to five-month low on China demand angst

•   Grains: Soybean futures set eight-week low as coronavirus worries deepen

[Indicators]

•   한국 2019년 에너지 소비: 불 꺼진 공장들…에너지소비 10년만에 감소

•   한국 2019년 주택 인허가: 지난해 주택 인허가 11.9% 줄었다

•   한국 11월 인구동향: 11월 인구 첫 자연감소… 눈앞에 닥친 인구절벽

•   한국 12월말 미분양 주택: 전국 미분양 4만7797가구…작년말, 한달새 10% 줄어

•   한국 12월 금융기관 가중평균금리: 12·16 대책에 주담대 금리 하락세 멈춰

•   한국 주간 아파트가격(감정원): '강남4구' 매매가 하락, 12·16대책 통했나

•   한국 주간 아파트 가격(부동산114): 거래량 주춤…서울 아파트값 상승폭 줄어

•   홍콩 12월 수출: Hong Kong Exports Grow 3.3% in December, Full Year Shows Decline

•   베트남 1월 FDI: January FDI surges 179 percent

•   유로존 12월 고용동향: Eurozone jobless rate slides to 12-year low as sentiment improves

•   독일 1월 소비자물가: German Inflation Accelerates to Strongest Level in Nine Months

•   영국 2019년 자동차 생산: UK car output at 10-year low as EU exit fears hit production

•   영국 기준금리: Bank of England holds rates but cuts growth forecast

※   BoE: Bank Rate maintained at 0.75% - January 2020

•   멕시코 4분기 GDP: Mexican economy stagnates in fourth quarter

•   아르헨티나 기준금리: Argentina Cuts Key Interest Rate for Fifth Time Under Fernandez

•   미국 4분기 GDP: U.S. Economy Heads Into 2020 With Steady Growth

•   미국 12월 건설업 고용: Employment Increases in 29 States

[News]

•   WSJ: Businesses Suspend Chinese Operations Amid Coronavirus Fears

•   WSJ: Amazon Revenue Jumps on Holiday Sales as Profit Rises

•   WSJ: The World Is the Dog, the Fed Is the Tail

•   WSJ: Ross: Coronavirus Outbreak Could Help Bring Jobs Back to U.S.

•   WSJ: Bank of Canada Might Need to Look Beyond Two-Year Horizon in Setting Rates

•   WSJ: Newsletter Special Report: GDP Steady, Outlook Stable

•   NYT: Republicans Move to Block Impeachment Witnesses, Driving Toward Acquittal

•   NYT: To Senate Republicans, a Vote for Witnesses Is a Vote for Trouble

•   NYT: Trump Impeachment Trial: Live Coverage on the Last Day of Questioning

•   NYT: W.H.O. Declares Global Emergency as Wuhan Coronavirus Spreads

•   NYT: As Coronavirus Spreads, So Does Anti-Chinese Sentiment

•   NYT: Biden Push for Labor Support Is Burdened by Obama-Era Baggage

•   NYT: The Robots Are Coming. Prepare for Trouble.

•   WP: A quarter of 2016 Sanders supporters now back Elizabeth Warren

•   FT: Britain bows out of the EU with a mixture of optimism and regret

•   FT: Hard exit: Britain says goodbye with a song and a tear

•   FT: Ireland warns no special favours for UK in EU trade talks

•   FT: Pompeo soothes UK-US tensions after Huawei 5G spat

•   FT: Gove warns UK business of trade frictions with EU

•   FT: Bank of England drops its optimism on productivity

•   FT: The Fed’s bill-buying is not QE, but it looks shifty

•   FT: Diplomats warn over heady vision of future UK-EU relationship

•   FT: Analysts fear the market is hooked on Fed support

•   FT: Trump leans on sanctions to shape foreign policy

•   FT: Companies caught in EU-US sanctions crossfire

•   FT: British businesses face disruption if London diverges from EU sanctions

•   FT: Export controls emerge as yet another lever to curb China’s rise

•   FT: Russia: adapting to sanctions leaves economy in robust health

•   FT: Huawei curbs force UK groups to review 5G plans

•   FT: Coronavirus outbreak hits mining shares after iron ore falls

•   FT: Brexit: will Boris Johnson reverse Thatcherism?

•   Bloomberg: Coronavirus May Drag China GDP Down to 4.5% in First Quarter

•   Bloomberg: China Seen Boosting Stimulus as Virus Hammers the Economy

•   Bloomberg: Hong Kong’s Port Rides Choppier Waves Roiling Global Trade

•   Bloomberg: U.S. Sees No Material Virus Impact on Economy, Kudlow Says

•   Bloomberg: GE Is Said to Explore Sale of Steam Power Unit in Energy Revamp

•   Bloomberg: ECB Insisting It’s Ready for Brexit Urges Banks to Fulfill Plans

•   Bloomberg: Why Big Central Banks Are Becoming Climate Warriors

•   Bloomberg: What Is Hukou and Why China Is Creating Mega-Cities: QuickTake

•   Reuters: IMF says too soon to quantify China's coronavirus economic impact

•   Reuters: No decision on whether to limit intel-sharing with UK over Huawei: Kudlow

•   Reuters: U.S. renews waivers on Iran nuclear work, but sanctions top Iran nuclear official

•   Reuters: Exclusive: New tensions surface over U.S.-Mexico seasonal farm trade

•   Reuters: Indian smartphone makers fear supply disruptions due to China virus

•   Reuters: Vietnam says three new cases of coronavirus detected: state media

•   Reuters: Factbox: Commodity market impact from the coronavirus in China

•   Reuters: Factbox: What do we know about the new coronavirus?

•   Reuters: U.S. agriculture secretary unsure if coronavirus will slow China's farm imports

•   Reuters: U.S. issues fresh sanctions over Ukraine's Crimea: Treasury

•   CNN(1/30): Europe wants one charger that works for every device

•   CNBC: Sterling could fall toward $1.20 if UK-EU trade talks disappoint, strategists predict

•   CNBC: Coronavirus: Russia closes border with China to prevent spread

•   CNBC: China trade deficit has cost the US 3.7 million jobs this century, report says

※   EPI: Growing China trade deficit cost 3.7 million American jobs between 2001 and 2018

•   CNBC: Economic growth looks even weaker this quarter, with virus now a wild card

•   CNBC: Trump says coronavirus outbreak is 'all under control' and a 'very small problem' in US

•   SCMP: Could coronavirus cause China more economic pain than Sars?

•   매경(P1): 국민연금 "임원보수, 정관 한도의 50%가 적정"

•   매경: 멈춰선 삼성·현대차 中공장…"장기화땐 공급망 붕괴될수도"

•   매경: 한신평 "올 실적전망 우호적 업종 없다"

•   매경: 분양가상한제 앞두고…조합 vs 시공사 공사비 실랑이

•   한경(P1): "장사 좀 될까 싶더니"…우한 악재 덮친 자영업자들 또 '비명'

•   한경(P1): '우한 쇼크'에 숨죽인 반도체 업계…"中공장 셧다운 대비 플랜B 고심"

※   삼성전자: 2019년 4분기 삼성전자 경영설명회

※   삼성전자: 2019년 4분기 실적 컨퍼런스콜

•   한경: 삼성전자, 스마트폰 이익 10조원대 붕괴…CE 영업익 30%↑ '나홀로 성장'

•   한경: LG전자, 작년 매출 62兆 '사상 최대'…스마트폰 부진에 영업익은 10% 감소

•   한경: 쌍용차, 中 부품사 공급 중단에 평택공장 가동 멈춘다

•   한경: 사스·메르스 사태 때 기준금리 내린 한국은행…이번에도 '인하 카드' ?

•   한경: 올 수출 회복 기대했지만…'우한 복병' 만났다

•   서경(P1): 산은도 '노조추천이사제'···勞, 경영간섭 목소리 키운다

•   서경(P1): C리스크에···쌍용차 평택공장 스톱위기

•   서경: 갤A 덕 본 삼성폰···5G·폴더블로 흥행 이어가나

•   서경: 재정 조기집행 확대에 이자비용 69배 '껑충'

•   서경: 매출 10조 찍은 삼성SDI "올해도 전기차 배터리로 전진"

•   서경: 5G스마트폰 이제 꽃피는데...우한 폐렴에 모바일도 울상

•   조선(P1): 확진자와 밥먹은 친구, 첫 2차감염

•   조선: 확진자와 1시간반 불고기 먹었는데… 질본, 1주일 돌아다니게 뒀다

•   조선: 경제 반등 우기던 당청, 이젠 "경기 우려"

•   조선: "창원시 통합 10년… 수소·AI·로봇 등 신사업으로 일자리 늘리겠다"

•   조선비즈: 내달 초 경제부처 실·국장 대규모 인사... 관가 술렁

•   중앙: [view] 우한폐렴에 삼성전자 주가는 왜 흔들?

•   중앙: 미국 ITC 조사국 “배터리 소송, SK요청 2건 기각을”

•   동아: ‘신종 코로나’ 백신 개발 성공해도 현장 투입까진 수개월 걸릴 듯

•   동아: 바이러스 감염여부 6시간이면 알 수 있다

•   헤럴드경제: 당정, 소부장 예산 2조 1000억 조기집행…기술자립 ‘드라이브’

•   파이낸셜뉴스: 日 '불화수소' 수출규제 완화하나

※   Nikkei Asian Review: Japan's etching gas exports to South Korea bounce back

•   아시아경제(P1): 15兆 동대문 도매시장 혁신하는 스타트업

•   디지털타임스(P1): 서울 아파트 중위가격, 사상 첫 9억 돌파

•   이데일리: 인구절벽에 재정위기 총성 울렸다…복지 지출 3년 뒤엔 150조

•   더벨: 두산중공업, 홍천 클럽모우CC 계속되는 고민

•   글로벌이코노믹: [글로벌-Biz 24] 2차전지 잇단 화재 속 글로벌 시장은 성장 지속

•   오늘경제: 외나무길 건너는 '두산건설'...공사대금 유동화채권 3000억원 육박

•   reNews: US wind hits 9.1GW in 2019

•   Windpower Monthly: SGRE lowers 2020 guidance after project delays

•   에너지데일리: "2030년 발전비용 5.5~9.4% 추가 증가 가능성 있다"

•   전기신문: 석탄화력 해외진출 놓고 ‘먹거리 창출vs지구환경 보호’ 충돌

•   전기신문: “해외 진출만이 살길” vs “세계 환경정책과 엇박자”

•   KHL: Volvo CE sales up 5% in 2019

•   For Construction Pros: Politicians Understand Need for Infrastructure Investment

•   건설경제: 정부ㆍ한수원 ‘유럽 원전세일즈’ 속도

•   OilPrice.com: OPEC May Move Up Meeting As Coronavirus Continues To Batter Oil Prices

•   CNET: iPhone 12: Latest rumors include a new color for 2020 and a familiar design

•   CNET: Galaxy S20 leaks and rumors: $850 starting price, new colors, better camera tech

•   ZDNet Korea: 이연모 LG호, 5G '키우고' 원가 '줄인다'…폴더블도 준비

•   Network World: 5G, IoT, AI/ML and Wi-Fi 6: 2020 networking predictions

•   Inside EVs: Tesla Says 2020 Deliveries Should Comfortably Exceed 500,000

•   Inside EVs: Which European Country Offers The Best EV Adoption Incentives?

•   Inside EVs: Tesla Partners With LG Chem And CATL For EV Batteries

•   Robotics & Automation News: New and improved lithium-sulfur batterie

•   Robotics Tomorrow: A Guide to Self-Healing Robots

•   Robot Report: Soft robot sweats autonomously to prevent overheating

•   로봇신문: 올해 정부 지원 로봇 지원 사업 어떤 것이 있나?

•   로봇신문: 한국로봇산업진흥원, 220억 규모 지원사업 통합설명회 열려

•   인더스트리뉴스: [산업용 로봇 특집]③- ABB, 고객군의 다양한 요구에 즉각 대응하는 솔루션과 협동로봇에 집중

•   Dronelife: Fully Automated Drone Solutions and 5G Networks are a Game Changing Combination

•   Nikkei Asian Review: Japan to revamp economic data amid criticism over GDP

•   Nikkei Asian Review: China tour ban dampens spirits in Japan over Lunar New Year

•   Mainichi: Toyota ranks 2nd in 2019 global auto sales, overtakes Nissan-Renault

•   Japan Times: ¥4.4 trillion extra budget set to clear Japan's Upper House

•   Japan Times: Japan firms delay restarting China operations after holiday as virus spreads

•   Japan Times: Auto and beef exports from Japan to EU higher after first year of EPA

•   Economic Times: Coronavirus outbreak: China shutdowns hit Indian electronics companies

•   Economic Times: Budget 101: The complete guide to Nirmala Sitharaman's Budget on February 1

•   Business Standard: India's first coronavirus case: Kerala student in Wuhan tested positive

•   Jakarta Post: PLN to use LNG in 52 power plants to help reduce oil imports

[Opinions]

•   Project Syndicate(Joschka Fischer): What Kind of Great Power Can Europe Become?

•   Project Syndicate(Daoud Kuttab): Trump’s Bogus Middle East Peace Plan

•   Project Syndicate(Chris Patten): Britain Enters the Unknown

•   Project Syndicate(Joseph E. Stiglitz): Has Davos Man Changed?

•   Project Syndicate(Willem H. Buiter): The Real Brexit Negotiations Start Now

•   FT(Martin Wolf): The UK’s employment and productivity puzzle

•   FT(Philip Stephens): Britain cannot rely on a special relationship

•   FT(Gillian Tett): Reasons to worry about our addiction to loose money

•   FT(Edward Luce): Trump and Netanyahu’s global league of populists

•   FT(Martin Sandbu): The kind of fiscal-monetary co-operation worth having

•   FT(Paul Jackson): This will be Africa’s century

•   FT(Simone Tagliapietra, Georg Zachmann): Europe’s Green Deal must reach beyond its borders

•   FT(Edward Smith): Investors should get set for tougher macro tools

•   WSJ(Daniel Henninger): A Communist Coronavirus

•   WSJ(William A. Galston): Let’s Hear From John Bolton

•   WSJ(Daniel Goldin): Keep 5G Safe From Chinese Domination

•   NYT(Paul Krugman): Trump’s Team Flunks Microbe Economics

•   NYT(Nicholas Kristof): Coronavirus Spreads, and the World Pays for China’s Dictatorship

•   NYT(Ian Johnson): Coronavirus and the Panic Epidemic

•   WP(Michael Gerson): A Trump-Sanders contest would be the sign of a declining nation

•   WP(Milan Vaishnav): India’s government is prioritizing nationalism over economic renewal

•   WP(Tom Frieden): With the coronavirus spreading, we're all wondering, is the next pandemic coming?

•   Bloomberg(Noah Smith): Socialism May Be Just What the Service Economy Needs

•   Bloomberg(Brian Chappatta): The Fed’s Key Yield Curve Inverted Again. Watch Out.

•   Bloomberg(Andy Mukherjee): Modi’s Many Stalemates Are a Drag on Indian Budget

•   Bloomberg(Shuli Ren): When China’s Market Reopens, the Wild Guessing Games Begin

•   Bloomberg(John Authers): A Nothingburger Snoozefest From the Fed. Should We Be Worried?

•   Bloomberg(Marcus Ashworth): Mark Carney the Rock Star Refuses to Play an Encore

•   Bloomberg(Lionel Laurent): Don’t Be Fooled by the Friendly Brexit Goodbyes

•   Bloomberg(Andreas Kluth): Europe's Ballyhooed “Industrial Strategy” Might Be a Disaster

•   Bloomberg(Tim Culpan): Samsung Fails to Deliver the Expected Sunshine

•   Bloomberg(Bobby Ghosh): Corruption, Not Trump, Will Drive Iranian Protest Vote

•   CNN(George Magnus): China's economy was supposed to get a boost this year. The coronavirus makes that unlikely

•   MarketWatch(Nigam Arora): How the coronavirus scare has driven dangerous arrogance and greed in the stock market

•   한겨레(이원영): 원전 찬양, 감당할 수 있겠는가