Business Intelligence Monitor 201123

(Introduction)

[Markets]

•   Global: Stocks, bonds fall, dollar flat as Fed fears subside

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2,550대로 상승…사흘째 연고점

•   한국: 두산그룹주 상승 많아, 두산인프라코어 3%대 두산밥캣 2%대 올라

•   Metals: Copper powers to 29-month peak as speculators pile in

•   Grains: Soybeans hit 4-year peak on supply concerns, dryness in South America

[Indicators]

•   US Weekly Rig count: Oil Rig Count Falls For The First Time In 2 Months

•   US Q4 GDP Nowcast: Nov 20, 2020: New York Fed Staff Nowcast

•   UK Oct. Retail sales: UK retail sales rise in October thanks to early Christmas shoppers

•   China LPR: China keeps benchmark loan rate steady for seventh straight month

•   Japan Oct. CPI: Japanese consumer prices fall at fastest rate in decade

•   Japan Nov. PMI: Japan's factory activity decline accelerates in Nov as pandemic drags on - PMI

•   Indonesia Q3 Current accout: Indonesia books first current account surplus since 2011

•   Russia Oct. GDP: Russia's economy plunges 4.7% y/y in Oct after 3% drop in Sept

•   Qatar Q3 Balance of trade: Qatar Third-Quarter Exports Drop 36% on Lower Energy Sale

•   Nigeria Q3 GDP: Biggest African Economy Now In Recession as Oil Output Drops

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Testing Demand Surges Again, From Thanksgiving Travelers and Rising Infections

•   WSJ: Biden Team Lacks Full U.S. Cybersecurity Support in Transition Fracas

•   WSJ: Coronavirus Spurred Companies to Hoard Cash. Now They Are Starting to Dole It Out.

•   WSJ: Covid Deaths in Europe Are Overwhelmingly Among Those Over 60

•   WSJ: Tesla’s Addition to S&P 500 Shows Why Indexes Are So Weird

•   WSJ: Biden Team Faults Mnuchin for Letting Fed Aid Programs Lapse

•   WSJ: Job Market Growth Slows Across U.S. as Covid-19 Cases Surge

•   WSJ: PPP Borrowers Are Asked to Justify Need for Loans Over $2 Million

•   WSJ: A Covid-19 Vaccine Could Unleash Pent-Up Demand, Bringing Along Inflation

•   WSJ: Fed's George Says Pandemic Lessening Importance of Gasoline Prices

•   WSJ: FDA Authorizes Regeneron’s Covid-19 Antibody Cocktail Drug

•   WSJ: Why Some Tech Workers Leaving Silicon Valley Are Changing Jobs

•   WSJ: Economy Week Ahead: Factories, Layoffs, Consumer Spending

•   NYT: Why Trump's Attempts to Overturn 2020 Election Are Unparalleled in US History

•   NYT: Trump Tax Write-Offs Are Ensnared in 2 New York Fraud Investigations

•   NYT: Georgia and Michigan Deliver Blows to Trump’s Efforts to Undo the Election

•   NYT: Trump Campaign Lawsuit in Pennsylvania Dismissed by Judge

•   NYT: Business and World Leaders Move On as Trump Fights to Reverse Election

•   NYT: After Trump’s Embrace, Saudis Brace for a Chillier Tone From Biden

•   NYT: Economic Policy Has Become a Partisan Game. That Could Do Long-Term Harm.

•   NYT: The W.H.O. rejects the antiviral drug remdesivir as a Covid-19 treatment.

•   NYT: Trump Using Last Days to Lock In Policies and Make Biden’s Task More Difficult

•   NYT: Politics, Science and the Remarkable Race for a Coronavirus Vaccine

•   NYT: Duty or Party? For Republicans, a Test of Whether to Enable Trump

•   NYT: How Trump Hopes to Use Party Machinery to Retain Control of the G.O.P.

•   NYT: Trump Campaign Lawyers Step Up but Are Swiftly Knocked Down

•   NYT: Coronavirus Upends Thanksgiving for Many, While Others Ignore Warnings

•   NYT: Biden Team, Pushing Quick Stimulus Deal, Prepares for Renewed Recession

•   NYT: How One Airline’s Pandemic Hurt Becomes Everyone’s Pain

•   WP: Republicans-silent-Trump-election

•   WP: Trump’s quest to overturn election runs into quiet resistance from local and state Republicans

•   WP: Pfizer and BioNTech apply for clearance of their coronavirus vaccine amid historic scientific gains and horrific pandemic spread

•   WP: Trump privately plots his next act — including a potential 2024 run

•   WP: Taliban offensives in southern Afghanistan thwarted in part by U.S. airstrikes, as U.S. pulls troops and closes bases

•   WP: Coronavirus vaccines are coming. Who should get them first?

•   WP: Biden to name first Cabinet picks on Tuesday, Klain says

•   WP: In last-gasp maneuver, Trump campaign tries to invalidate thousands of votes as Wisconsin recount gets underway

•   WP: Trump’s post-presidency will be cluttered with potentially serious legal battles

•   WP: Italy is again seeing one of the world’s highest coronavirus death tolls, but it no longer registers as a national tragedy

•   WP: Trump administration exits Open Skies treaty

•   WP: How one city avoided the 1918 flu pandemic’s deadly second wave

•   WP: G20 leaders close Riyadh summit with calls for coordinated response to coronavirus pandemic

•   WP: Joe Biden spent much of the general election in his basement. Now, he and his aides ponder a very public inauguration.

•   WP: With Trump, Russia probes behind it, polarized House panel looks to heal partisan rifts

•   WP: Here’s when Biden’s win becomes official — and how Trump is trying to prevent that

•   WP: Bolsonaro ran against corruption. Now, he’ll have to find another slogan.

•   FT: Saudi Arabia and the G20: how much progress has been made on human rights?

•   FT: EU scrambles to resolve rule of law stand-off as economy suffers

•   FT: China’s economic recovery jeopardises Xi’s climate pledge

•   FT: Europe’s retailers fret over crucial Christmas period as lockdowns bite

•   FT: ‘I don’t think the PM knows’: Boris Johnson and the Brexit endgame

•   FT: Vaccine hopes clear path for riskier groups to tap capital markets

•   FT: Iron ore set to average $100 a tonne for the first time since 2013

•   FT: European nations plan cautious easing of lockdowns for Christmas

•   FT: Sunak paves way for big tax rises to pay for Covid-19

•   FT: UK spending review: five things to watch

•   FT: Sunak’s public sector pay freeze risks sending the wrong message

•   FT: Sunak plays down risks of ‘no deal’ Brexit as crunch looms

•   FT: Sunak set to launch UK infrastructure bank to fund capital projects

•   FT: Investors fret over future of Fed crisis lending

•   FT: China regulations spur investors to reassess tech sector

•   FT: Business groups urge Johnson to rethink overseas aid cuts

•   FT: Boris Johnson to outline Christmas Covid rules

•   FT: Ursula von der Leyen signals ‘better progress’ in Brexit talks

•   FT: UK government deficit soars to record high on pandemic borrowing

•   FT: Debt cancel culture and the ECB

•   FT: Will the worsening pandemic in the US halt the vaccine rally?

•   FT: South Korea’s ‘M&A king’ SK Group pursues path away from fossil fuels

•   FT: Battery life: the race to find a storage solution for a green energy future

•   Bloomberg: Pompeo Trolls Critics in Long Goodbye as He Looks to His Future

•   Bloomberg: Trump Stays Mum on Vaccine Sharing Despite Pledges From Others

•   Bloomberg: World Leaders Praise Paris Climate Pact as Trump Justifies Exit

•   Bloomberg: Ant’s Stalled IPO Threatens Ping An’s $22 Billion Tech Ambition

•   Bloomberg: Joshua Wong to Plead Guilty to Hong Kong Protest-Related Charges

•   Bloomberg: World’s Most Housing Exposed Economy Faces Ultimate Stress Test

•   Bloomberg: Astra-Oxford Shot Is Key to Escaping Pandemic for Many Nations

•   Bloomberg: Green Is Good for Power Traders Chasing $430 Billion Market

•   Bloomberg: Most Infected U.S. County May Shut Down Restaurants, Again

•   Bloomberg: ‘Big War’ in Bonds Escalates as Treasury Rift Puts Fed in Play

•   Bloomberg: Streaming Santa: Europe’s Retailers Go Online to Rescue Holidays

•   Bloomberg: Brainard Slips as Treasury Contender With Biden Nearing Pick

•   Bloomberg: Trump Aide Tells Vietnam to Curb China Shipments to Avoid Duties

•   Bloomberg: U.K., Canada Reach Trade Deal in a Brexit Boost for Johnson

•   Bloomberg: Fed to Return Lending-Backstop Funds to Treasury as Requested

•   Bloomberg: Mexico Hits Pause on IMF Credit Line Reduction Amid Pandemic

•   Bloomberg: China Opens Its Bond Market—With Unknown Consequences for World

•   Bloomberg: Abu Dhabi Plans $122 Billion in Oil Spending to Boost Output

•   Bloomberg: Evans Says Treasury Move to Wind Down Fed Programs Disappointing

•   Bloomberg: GE Signs Agreement to Develop Vietnam LNG Power Plant

•   Bloomberg: Putin Says He’s Not Ready to Recognize Biden as U.S. President

•   Bloomberg: TikTok Ban to 'Take Place,' Trump Adviser Says

•   Bloomberg: U.S., Taiwan Sign Pact to Hold Annual Economic Talks for 5 Years

•   Bloomberg: Georgia’s Loeffler Tests Negative for Covid, Will Keep Isolating

•   Bloomberg: Saudi Arabia’s Acwa Power Set to Raise $1 Billion in Sukuk Sale

•   Bloomberg: Nuclear Power’s Renaissance Is Losing Momentum in Britain

•   Reuters: European regulator to lift Boeing 737 MAX grounding in January

•   Reuters: India could get access to AstraZeneca vaccine by January, local manufacturer says

•   Reuters: ECB emergency bond purchases to last while disruptions persist: Lane

•   Reuters: Myanmar’s ruling party denounces post-poll violence after MP-elect shot dead

•   Reuters: Analysis: Fed faces ill political winds as Biden prepares for White House

•   CNN: The US economy is about to shrink, JPMorgan warns

•   CNN: Election denialism is a middle finger to democracy

•   CNN: A Biden tax hike could give utility stocks a boost

•   CNN: Hyperloop wants to change the world. It will have to overcome the fall of pneumatic tubes

•   CNBC: Biden faces a race against the clock for U.S. to rejoin Iran nuclear deal

•   CNBC: Trump coronavirus vaccine chief has had ‘no contact’ with Biden transition team

•   CNBC: Saudi Arabia should be a ‘partner’ on any future nuclear deal with Iran, foreign minister says

•   CNBC: Trump attends his final G-20 summit but does not participate in pandemic preparedness session

•   CNBC: Mnuchin’s Fed move is like stripping Titanic of its lifeboats, economist says

•   CNBC: Biden forges ahead with transition while Trump paralyzes Washington

•   CNBC: EU chief urges gradual lifting of coronavirus lockdowns, warns of a third wave

•   CNBC: U.S. reports nearly 200,000 new coronavirus cases as more than 1,500 people die daily

•   CNBC: Mnuchin defends Fed funding decision, says lots of firepower left

•   CNBC: Covid reinfection 'highly unlikely' for at least 6 months: Oxford study

•   CNBC: Biden to rejoin Paris Climate Accord. Here's what happens next

•   MarketWatch: Why a rare Fed-Treasury rift isn't causing markets to freak out---so far

•   Fox Business: Moderna to charge $25-$37 for COVID-19 vaccine: CEO tells paper

•   Business Insider: Expiring stimulus programs threaten economy during COVID-19 pandemic

•   SCMP: Don’t assume US-China relations will get better under Joe Biden, government adviser warns

•   SCMP: China likely to take bigger role in peacekeeping missions in West Africa

•   SCMP: As Chinese imports boom, what happened to Modi’s ‘self-reliant’ India?

•   SCMP: Joe Biden’s US election win welcomed by American businesses in China

•   SCMP: China looks to market prices to help turn Xi Jinping’s 2060 carbon neutrality goal from a pledge into reality. Here’s how

•   SCMP: Coronavirus: Chinese President Xi Jinping proposes global QR code system to help free up travel

•   SCMP: China central bank officials see bigger global role for yuan as US dollar wanes

•   SCMP: Foreign investors in China’s Greater Bay Area could benefit from proposal to use Hong Kong laws

•   SCMP: Technological self-reliance is at heart of China’s economic plans, says key Xi Jinping aide

•   SCMP: Could coronavirus threaten China’s shift towards market economy?

•   SCMP: Chinese authorities warn bond issuers they can’t ‘run away’ from their debts after defaults rock investor confidence

•   Global Times: China to ‘favorably consider’ joining CPTPP

•   Global Times: US-Taiwan semiconductor deal a political show: experts

•   Global Times: China to boost access and affordability of COVID-19 vaccine for developing countries: Xi

•   매경(P1): 고삐 풀리는 `묻지마 소송`…中企 덮친다

•   매경: 먼지털이식 재해처벌법…기업들 무죄입증 `하늘의 별따기`

•   매경: 민·형사 처벌에 행정제재, 징벌적배상까지…`4중처벌`에 벌벌떠는 기업들

•   매경(P1): 마포·성동…강북 주민도 내주 `종부세 고지서`

•   매경: 강남집 가진 연봉 1억 金부장, 5년후 소득 절반은 종부세로

•   매경: "바이든 대북정책, 오바마와 다를것"

•   매경: 한국경제학회 세미나 "코로나엔 재정정책 효과적어"

•   매경: LG도 TSMC 손잡나…반도체 위탁생산 추진

•   매경: 빈 빌라도 많은데…또 6만가구 늘린다는 정부

•   매경: 현대건설, 이직지원제도 업계 첫 도입

•   매경(P1): 뱃길 이어 하늘길까지…수출운송 대란

•   매경: 밤마다 활주로 수출화물 뒤덮여…"비행기 못실을라 안절부절"

•   매경: 해상운임도 치솟아…유럽·동남아까지 "컨선 급구"

•   매경: 코로나 백신 공급 시작땐 항공운임 더 오를듯

•   매경(P1): 의사는 年1%에 4억 대출…서민은 2천만원도 "NO"

•   매경: 신용1등급의 위력…주담대 비중 4년새 12%P 늘려 은행대출 절반 차지

•   매경: `최고금리 인하` 먼저 시작한 일본은 후회

•   매경: 국민·우리銀 이번주부터…고소득자 신용대출 제한

•   매경: 국내 백신은 겨우 임상1상…"확진자수 적어 임상3상 사실상 불가능"

•   매경: 집값 상승이 낳은 웃픈 현실...씁쓸한 신조어 `벼락거지`

•   매경: 경총 등 14개 경제단체 "고용보험 의무가입 고소득 특고 제외를"

•   매경: LG화학, 배터리 소재도 글로벌 1위 노린다

•   매경: "서울 아파트 `전세 보릿고개` 앞으로 5년 더 간다"

•   매경: 서울 구청장들, 재산세율 인하에 반발

•   매경: 내년 바이든 부양책 펼치면 美증시보다 한국이 더 좋을것

•   한경(P1): [단독] LG화학, 中서 테슬라 배터리 '싹쓸이'…年 3조 잭팟

•   한경: 테슬라가 인정한 LG 배터리 '압도적 기술력'…中 보조금 공세 꺾다

•   한경(P1): 15조원 필요한 공공임대, 결국 세금으로 메울 듯

•   한경: 15조 필요한 공공임대…전세난 못 잡고 LH만 골병들 판

•   한경(P1): 경제계 반발하는 다중대표소송제…대법도 사실상 반대

•   한경: 韓, 유동성 증가율 주요 10개국 중 9위지만 집값 상승은 1위

•   한경: 반도체 굴기에 170조원 쏟아붓고도…中 메모리 점유율 '0%'

•   한경: 디스플레이는 이미 '중국 천하'…LCD 시장점유율 50% 넘어서

•   한경: 美의 집요한 中 반도체 견제…M&A 시도 퇴짜 놓고 특허소송

•   한경: "같은 회사 ESG 등급, 평가사마다 '천차만별'…글로벌 기준도 韓에 불리"

•   한경: 삼성전자發 호재…"파운드리 장비株 미리 담자"

•   한경: 동학개미 단타, 서학개미 장투…투자성향 다른 이유는?

•   한경: 가상공간서 중장비 성능 테스트…한치의 오차 없는 크레인 만든다

•   한경: [마켓인사이트]두산, 두산인프라코어 소송 채무 떠안겠다?…후보들 "무슨 수로…"

•   한경(P1): 상법 개정안 '찬반 총력전' 막 올랐다

•   한경: 이스라엘·伊선 대주주 의결권 0%?…"의결권 제한한 국가 없다"

•   한경: "남은 방법은 각개격파뿐"…경제계, 입법 저지 '막판 총력전'

•   한경: 구글 창업자, 지분 6%로 '51% 의결권'…韓, 지분만큼 행사도 막아

•   한경: 고고손' 회사까지 두는 구글

•   한경: 58년 前 상법 답습한 '3%룰'…왜 3%로 제한했는지 아무도 몰라

•   한경(P1): "쌀 때 사자"…외화예금 사상 최대

•   한경: "아파트 환상 버리라"면서…與의원 10명 중 9명 아파트 산다

•   한경: 김종인 "부동산 정책대안 만들라"…김희국·유경준에 특명

•   한경: 지소미아 종료 연기 1년…평행선 달리는 韓·日

•   한경: "韓 인권결의안 불참, 北에 좋지 않은 신호"

•   한경: 휘발유車 '확' 줄이라는 정책에…정유업계 "사업 접으란 소리"

•   한경: 고급품 시장선 더 강한 삼성 파운드리…"내년 시장 점유율 40%"

•   한경: 내년 통상 3대 축은 '환경·디지털·노동'

•   서경(P1): [단독]파업으로 '철수설' 빌미 줘놓고···'대정부 투쟁'하겠다는 한국GM노조

•   서경: [단독]경쟁력·물량 다 잃는데···'생산차질로 협상력 높이자'는 勞

•   서경: "투쟁 없인 얻어낼 수 없다"···"그게 총파업 만능주의"

•   서경: 勞 밥그릇 지키기에···부품사는 밥 굶는다

•   서경(P1): 우기홍 대한항공 사장 "항공빅딜 이후 인력감축 하지 않을 것"

•   서경(P1): 文대통령 "코로나 속 기업인 이동방안 적극 협의해야"

•   서경: 코로나 직격탄' 관광·항공업계 올 매출 반토막

•   서경: 누군 9억 누군 14억...'전세 이중가격' 갭 더 벌어졌다

•   서경: 내년 '코스피 3,000' 못지르는 증권사들 왜?

•   서경(P1): "DNA인재 급구" 판교밸리의 아우성

•   서경(P1): 환경부, 4대그룹과 미세먼지 감축 협약

•   서경: "국내 요인 크다"지만 배출량 적어 효과 미미

•   서경: 김동연 “경제 혁신 위해 정치부터 바뀌어야”

•   서경: [단독] 족집게 JP모건 "韓 연말까지 1만5,000명 신규 확진"

•   서경: "내수 활성화보다 접촉 최소화"···소비쿠폰 또 스톱

•   서경: 한은 “세계경제 개선속도 둔화···美서 불확실성 커져”

•   서경: 쇠락한 '火電의 땅' 삼척에...풍력단지 세워 관광명소 꿈꾼다

•   서경: 규제비용관리제 '무용지물'...매년 1,000개씩 규제 쏟아내

•   서경: ‘강제 징용’에 발 묶인 한일, 한중일 정상회담 무산되나

•   서경: 적자지속' LG 전장사업, 매출 7조원 찍고 역대급 실적의 효자되나

•   서경: 아이폰12 부품, 한국산이 27.3% 1위

•   서경: 11월 코스피 5.4조원 사들인 외국인···‘바이코리아’ 이어갈까

•   서경: 무리한 주거정책에...뒷수습 LH, 빚부담 커져

•   서경: 대못 규제' 뽑은 지역특구, 수소혁신 이끈다

•   서경: "연말 특수커녕 문닫을 판" 팬데믹 공포에 떠는 소상공인

•   조선: 美, 정권 교체기에도 대북압박 강화… 北 노동자 해외 송출 기업 2곳 제재

•   조선: 코로나로 임대 연기된 1383가구까지 포함… 전세 공급물량 뻥튀기

•   조선(P1): 두더지 집값…부산 누르자 울산 뛰고, 김포 때리니 파주 급등

•   조선(P1): [단독] 산업부 삭제 파일 444건 안에 ‘北 원전 건설’ 보고서 10여 건 있었다

•   조선: 임대주택과 차이 없다는 진선미 아파트 가보니… 임대엔 없는 놀이터 6곳, 골프 연습장·헬스장도

•   조선: 北 구성에 신형무기 만들 대규모 공장 건설중

•   조선비즈: 정부 내년 코로나 백신 예산 1700억원… 화이자·모더나는 ‘그림의 떡’

•   조선비즈: ‘세계 배터리 공장’ 꿈꾸는 中… 공격적인 증설로 韓추격

•   조선비즈: [단독] 정부, 5G망 투자 세액공제 우대 검토… 수도권 기지국도 세금혜택

•   인베스트조선: 두산인프라코어 후보들에 “소송 리스크 걱정 말고 본입찰 참여하라”?

•   인베스트조선: 아시아나·두인코·대조양...반독점 고무줄 심사 우려되는 산업은행 거래들

•   IT조선: K배터리 R&D 투자비 ‘LG>삼성>SK’ 순…금액은 2조 이상

•   중앙(P1): “김해 적정성 검토를 가덕도로 연결했다”

•   중앙: “초등 학급회의 수준 대책”…온 국민이 ‘부동산 블루’

•   중앙: 미 하원, 한·미 동맹 강화엔 만장일치…‘종전 결의안’은 폐기

•   중앙(P1): “코로나 시대 경제, 사람 키우는게 답”

•   중앙: "화상 채팅으로 송년모임 할 판" 12월 '블랙아웃 연말' 온다

•   중앙: “10년간 일어날 일이 1년 만에 일어나는 큰 변화의 시기”

•   동아(P1): “이대론 하루 확진 1000명 될수도”

•   동아: 전문가들 “거리두기 선제적 격상 없으면 감염 폭발”

•   동아: ①동시다발 ②40대 이하 ③경로불명… 3차 유행 대처 더 어려워져

•   동아(P1): 2000만원 뚫은 비트코인… “부활” vs “버블”

•   동아(P1): 에이브럼스 “전작권 2년뒤 전환? 판단 시기상조”

•   동아: ‘바퀴’ 넘어 ‘보행로봇’… 현대車, 통큰 1조 베팅 왜?

•   동아(P1): 서울 역대 최다 확진, 수도권 2단계 격상

•   동아(P1): 이 와중에 민노총 또… 25일 총파업-전국집회

•   동아: 숙명여고 학생 감염에 대치동 학원가 ‘발칵’

•   동아: 2단계에도 학원 운영 계속… 방역 실효성 논란

•   동아: 고교생 확진-격리 계속 증가… 수능직전 감염 폭증땐 혼란 불가피

•   동아: 무증상 젊은층 조용한 전파… 걷잡을 수 없는 수도권 확산세

•   동아: 하동 2단계 격상… 전국 곳곳 집단감염

•   동아: “백신 접종, 이르면 내년 4월~6월 가능”

•   동아: 빌라전세 찾은 김현미 “아파트 수준으로 품질 높이겠다”

•   동아: 국내 기업 65% “바이든 시대 사업환경 변화 없을것”

•   문화: [팩트체크]임대차 3법發 아파트 전세 거래량 ‘반토막’ 났는데 정부는 ‘非아파트’ 끌어모아 공급물량 채우기 급급

•   문화: 네이버, 자율주행·AI·로봇 신기술 쏟아낸다

•   문화: 드론으로 토양 점검, 로봇으로 농약 살포… ‘스마트 농사 혁신’

•   한국(P1): 中 왕이 부장, 바이든 당선되자 방한 잰걸음...한미동맹 견제

•   한국(P1): 대출 급증-연체율 하락 '기현상'... 정부가 틀어막은 '부채 시한폭탄'

•   국민(P1): 진선미 “아파트 환상 버려야… 임대주택도 차이 없어”

•   국민(P1): 잇단 무산 ‘선거용 국책사업’… 가덕도신공항도?

•   서울(P1): 文 “코로나 치료·백신, 전 세계 공평 보급해야”

•   세계(P1): 다세대 중심 전세대책… “정부 또 헛발질 우려”

•   한겨레(P1): 일 “후쿠시마 해수오염수 방출 곧 결정”…한국과 협의 없음 분명히

•   경향: 내년에도 ‘달러 약세·위안화 강세’ 예측…수출 기업들 ‘시름’

•   경향: 미리 보는 ‘에너지 기상도’…태양광 ‘맑음’ 바이오연료 ‘흐린 뒤 맑음’ 석탄·석유 ‘흐림’

•   머니투데이(P1): [단독]신용융자 담보주식을 공매도 재원으로…"개인 공매도 활성화"

•   머니투데이: 공매도 활성화 관건은 '주식 재고관리'…증권사가 참여할까

•   머니투데이: 개인공매도 활성화' 외치지만 고심깊은 금융위

•   머니투데이: 남부발전, 육백산풍력 재추진…온실가스 4.2만톤 줄여

•   머니투데이: 김용범 "주목할 건 블랙스완 아닌 그린스완"

•   머니투데이: "기준금리 최소 1년 더 동결…내년 성장률 3% 근접" 전망

•   머니투데이: 수은 "은행 운영 전분야에 'ESG 경영' 내재화"

•   머니투데이: "코로나 고스트 탓에"..."대유행 앞으로도 수차례 반복될 것"

•   헤럴드경제(P1): 정부 대책에도…30대, 서울아파트 ‘영끌 막차’

•   헤럴드경제: 롯데건설, 4족보행 로봇 ‘스팟’ 활용 건설현장DB 구축

•   헤럴드경제: 신재생·재개발…은행들, 해외 PF 다시 기지개

•   파이낸셜뉴스(P1): 파산으로 끝난 中반도체 굴기

•   파이낸셜뉴스(P1): 기업 '메가딜' 돌발변수… 결합심사 줄줄이 늦어진다

•   파이낸셜뉴스: 멸종위기종 서식지에 풍력발전, 공존의 길 찾는다 [현장르포]

•   파이낸셜뉴스: "IT 강자 韓기업, 코로나 이후 세계 M&A시장서 주목" [인터뷰]

•   파이낸셜뉴스: 다시 늘어나는 증시대기자금… 예탁금·MMF 한달새 급증

•   파이낸셜뉴스: "회식 꼭 해야되나요?"… 코로나에 송년회가 두려운 직장인들

•   아시아경제: 대출 규제에도 은행채 발행 급증

•   디지털타임스: 태양광 발전·폐배터리 재활용… 그린·청정에너지로 제2 도약

•   디지털타임스: "탄소배출 없는 그린수소 생산 미래에너지 주도"

•   이데일리(P1): [녹색금융시대]①석탄 투자땐 '감점'‥은행 평가 바꾼다

•   이데일리: [녹색금융시대]②탈석탄 선언 잇따르지만…"동남아 투자 당장 끊을 수 있겠나"

•   이데일리: [녹색금융시대]③국책은행 脫석탄 압박하는 정치권

•   이데일리: [녹색금융시대]④"탈석탄 세계적 추세 ESG 공시 의무화해야"

•   이데일리: [팩트체크]이재명 "지역화폐로 100만원씩"…경기부양 효과 있을까?

•   이데일리: 커지는 코로나19 3차 대유행 가능성…내년 3%대 성장 멀어지나

•   이데일리: 탈원전 논란에도 체코 원전 수주 가능성 '쑥'…‘한 vs 러’ 2파전

•   이데일리: [현장클릭]건설현장에 무인자동화 도입하면..생산성·안전성↑

•   연합: 부실 공사' 한빛 5호기 원자로 헤드 분리해 정밀 조사

•   연합: 한빛 5호기 원자로 헤드 부실 공사 수사의뢰 검토 '파장'

•   뉴스핌: [Tech 스토리] 현대차도 현대重도 뛰어든 '스마트팩토리'

•   아주경제: [르포르 佛대사 인터뷰] "그린뉴딜, 산업계에 비용 아닌 투자...한·불처럼 상호보완 관계"

•   뉴스웨이: 두산인프라코어, 까다로운 우발채무 해법따라…현대重 vs GS 승자 가른다

•   뉴스웍스: [K-적폐 ③] 일자리 16만개 중국에 뺏길 판…中企 보호 위주 정책, 'K-드론' 경쟁력 갉아먹어

•   머니S: 대기업 상대로 '강남역 오피스빌딩' 소유권 분쟁… 6년 만에 재심 열리나

•   오마이뉴스: 탄소중립 선언하고도 석탄산업 지원 예산은 그대로

•   경남신문: “두산중공업 사무직 직원 휴업 부당”

•   WNN: MIT study explores reasons behind new-build cost overruns : New Nuclear

•   reNews: Solar PV ‘largest power source from 2035’

•   에너지경제: 연료전지, 정부 지원 업고 가파른 상승세…'빅3' 신재생에너지원 우뚝 설까?

•   에너지경제: 풍력발전 사업 추진에도 ‘원스톱서비스' 도입될까

•   에너지경제: 정부 '뒷짐'·한전 '느긋'...추진 동력 떨어진 전력요금체계 개편

•   에너지경제: 9차 전기본 수립 서두르는 산업부, 환경부 저탄소전략 선수치기에 '당혹'

•   에너지데일리: “재생에너지 PPA 도입하려면 전력시장 인프라 개선해야 한다”

•   에너지데일리: “남북 재생에너지 공동개발 방안 모색한다”

•   KHL: New Hyundai compact excavator for Europe

•   Construction Equipment: CNH Industrial Appoints New CEO

•   Construction Equipment: Robots Invade the Const. Site

•   대한경제: [위기에서 빛나는 기업가 정신]두산인프라코어 매각되면 자구안 이행 ‘9부 능선’… 경영정상화 ‘속도’

•   대한경제: [위기에서 빛나는 기업가 정신]보부상의 人和정신… 최장수 기업으로 ‘태산’을 쌓다

•   대한경제: 롤러블 신시장 뛰어든 삼성…내년 단말기 판도 ‘새 국면’

•   OilPrice.com: Oil Demand Set To Rebound In 2021

•   OilPrice.com: ISIS Attacks An Israeli-Egyptian Pipeline

•   OilPrice.com: Consumers Will Pay For Carbon Pricing Costs

•   OilPrice.com: Oil Demand Is Primed For A Major Recovery

•   OilPrice.com: The Battle For Dominance In China’s Oil Market

•   OilPrice.com: Why OPEC Is More Important For Oil Than A Vaccine

•   MIT News: Why we shouldn’t fear the future of work

•   전자신문: 삼성디스플레이, 내년 3월 국내 LCD 셧다운…대형 디스플레이 전환 과제

•   전자신문: 삼성-LG, 'CES 2021'서 독자 온라인 전시…비대면 전시 이정표 만든다

•   전자신문: [일상으로 들어온 스마트시티]<중>코로나 팬데믹에서 빛난 스마트시티

•   전자신문: 9차 전력수급기본계획, 연내 확정 가시화...전력수요 전망 축소될 듯

•   디지털데일리: 중국으로 향하는 SK하이닉스…“D램 의존도 낮춘다”

•   디지털데일리: 2830만대 vs 2200만대…삼성전자, 인도 스마트폰 선두 탈환 가능할까

•   Phone Arena: Huawei, Qualcomm, and Oppo are arguably the three most innovative firms in wireless technology

•   Phone Arena: Samsung produced the top-selling 5G phone worldwide in September

•   Robotics & Automation News: Autonomous Mobile Robots Deliver on the Promise of Safer Operations

•   로봇신문: 유니버설 로봇, 오는 24일 '협동로봇 성공 스토리' 웨비나 개최

•   로봇신문: 中 텐센트, 4족 보행 로봇 '자모카' 공개

•   로봇신문: 日 야스카와, 중국서 산업용 로봇 5만대 출하

•   Nikkei Asian Review: Japan's Nikkei index regains 1991 level as investors hunt bargains

•   Nikkei Asian Review: China's TPP ambition puts Japan in a bind: expert

•   Nikkei Asian Review: Japan's decarbonization fails to improve for 25 years

•   Nikkei Asian Review: Japan to halt travel scheme where COVID count is high

•   Nikkei Asian Review: Tokyo sees daily record of 539 new coronavirus cases

•   Nikkei Asian Review: APEC: Japan's Suga vows to push for bigger trade pacts after RCEP

•   Nikkei Asian Review: Chinese foreign minister to visit Japan on Tuesday

•   Nikkei Asian Review: China sends foreign minister to Japan with eye on post-Trump order

•   Nikkei Asian Review: Vaccine hopes lift Asia travel sector worried by COVID-19 rebound

•   Nikkei Asian Review: Mahathir on Biden and China: It 'couldn't be worse' than Trump

•   Mainichi: 90% of Japanese firms plan to avoid year-end, New Year parties amid pandemic: poll

•   Economic Times: India's manufacturing poised to witness recovery in July-September quarter: Survey

•   Business Standard: Pandemic-driven reform agenda can raise India's medium-term growth: Fitch

•   Business Standard: India set to resume talks on free trade agreements with EU, US

•   Business Standard: Economy improving, growth to turn positive in Q3, Q4 of FY21: Ashima Goyal

•   Jakarta Post: Jokowi wants businesses to partner with 2 million farmers to boost productivity, welfare

•   Jakarta Post: 5G network expected to be ‘game-changer’ for Indonesia

•   Viet Nam News: Real estate inventories see decline: MoC

•   Myanmar Times: New Myanmar economic recovery and reform plan to include agriculture improvements

[Opinions]

•   Project Syndicate(Daniel Gros): Why Subsidies Beat Lockdowns

•   Project Syndicate(Ana Palacio): America, Heal Thyself

•   Project Syndicate(Javier Solana): The Biden Formula

•   Project Syndicate(Anne O. Krueger): America Must Mend Many Fences on Trade

•   FT(Editorial Board): The US Treasury’s unnecessary fight with the Fed

•   FT(Editorial Board): Pension populism threatens Andean economies

•   FT(Editorial Board): Now we need to vaccinate the world

•   FT(Rana Foroohar): Corporate America’s deal with the Devil

•   FT(Martin Sandbu): Shallow self-interest shapes the EU rule of law showdown

•   FT(Camilla Cavendish): Green jobs must materialise if the UK is to lead the world in wind power

•   FT(Michael Mackenzie): Bullish mood across markets leaves investors with a dilemma

•   FT(John Dizard): Why China could snarl global debt relief

•   FT(Tim Harford): Why Covid-19 vaccines face a new obstacle course

•   FT(Michael Pettis): Xi’s aim to double China’s economy is a fantasy

•   FT(Peter Guilford): Why there will be a Brexit deal

•   FT(Chris Deerin): Johnson is the wrong kind of Englishman to fight for the union

•   FT(Eva Szalay): Brexit crunch time? Traders say maybe later

•   FT(Jemima Kelly): Covid kills, but do we overestimate the risk?

•   WSJ(Kimberley A. Strassel): Georgia on Not Enough Minds

•   WSJ(Scott Gottlieb): Some Masks Will Protect You Better Than Others

•   WSJ(Tevi Troy): When Biden Met Begin

•   WSJ(Douglas A. Irwin): Trade Truths Will Outlast Trump

•   WSJ(Scott A. Keller): Nationwide Injunctions Will Be a Vital Check if Biden Overreaches

•   NYT(Editorial Board): Republicans Supporting Trump, Remember: Lies Have a Long Half-Life

•   NYT(Editorial Board): Mnuchin’s Inglorious Endgame

•   NYT(Editorial Board): An End to Armenia and Azerbaijan's Dangerous War

•   NYT(Editorial Board): The E.U. Puts Its Foot Down on the Rule of Law

•   NYT(Paul Krugman): Making the Most of the Coming Biden Boom

•   NYT(Frank Bruni): Who Will We Be Without Donald Trump?

•   NYT(Jamelle Bouie): If Biden Wants to Be Like F.D.R., He Needs the Left

•   NYT(Timothy Egan): Donald Trump Is Leaving Behind Blueprints to End Democracy

•   NYT(Richard H. Pildes): Why Trump Will Fail in Michigan

•   NYT(Claudia Sahm): Is Trump Trying to Take the Economy Down With Him?

•   NYT(Neil M. Barofsky): How Steve Mnuchin Snubbed Joe Biden

•   WP(Editorial Board): Trump uses lies and chicanery in Michigan to try to undo his defeat

•   WP(Editorial Board): Fed Cares Act money should remain as an insurance policy against the coronavirus this winter

•   WP(Editorial Board): Georgia’s recount revealed no fraud — and just how unfit Loeffler and Perdue really are

•   WP(Jennifer Rubin): When the 2024 contenders come around, remember this

•   WP(Jennifer Rubin): Trump and Giuliani are the Republican Party

•   WP(Paul Waldman): It’s time for everyone to pick a side: America or President Trump

•   WP(Paul Waldman): The Republican Party’s future: Being terrorized by its unhinged base

•   WP(Karen Tumulty): Keep Biden’s inauguration simple — and ditch all the hoopla

•   WP(Karen Tumulty): Republican leaders swore an oath to defend the Constitution. That means telling Trump it’s over.

•   WP(Josh Rogin): Biden must not fall into China’s smooth relations trap

•   WP(Megan McArdle): There are so many ways we could have done better

•   WP(Hugh Hewitt): The Trump Undertow will have a long-lasting impact

•   WP(Ruth Marcus): Americans are dying. Trump is threatening democracy. Where is Mike Pence?

•   WP(Michael Scherer, Matt Viser): Biden dismisses Trump efforts to overturn the election, confident they will not overturn the vote.

•   WP(Gary Abernathy): Mr. President, it’s time to pack

•   WP(Brad Raffensperger): Georgia’s election results are sound

•   WP(William Peduto et al): We need a Marshall Plan for Middle America, mayors in Pennsylvania, Ohio, West Virginia, Kentucky write

•   WP(Garrett M. Graff): The chaos Trump is sowing threatens the Biden transition — and all Americans

•   WP(Vladimir Kara-Murza): Putin’s latest election dirty tactic: Label the opposition as ‘foreign agents’

•   WP(Jackson Diehl): Trump’s overarching Middle East strategy reaches a disastrous dead end

•   Bloomberg(Editorial Board): Trump’s Pentagon Purge Threatens U.S. Security

•   Bloomberg(Mohamed A. El-Erian): Treasury-Fed Clash Exposes Broader Policy Stress

•   Bloomberg(Daniel Moss): Go On, Jump. A Pile of Soft Dollars Will Catch You

•   Bloomberg(Daniel Moss): A Covid-Battered Philippines Might Turn to China, Rather Than Biden’s U.S.

•   Bloomberg(Mihir Sharma): China's Bullying Tactics Will Only Unite Its Foes

•   Bloomberg(Brian Chappatta): This Fed-Treasury Public Fight Has No Winners

•   Bloomberg(John Authers): Market Prophets, You Have a Long Six Weeks Ahead

•   Bloomberg(Julian Lee): Could OPEC's House of Cards Collapse?

•   Bloomberg(Jonathan Bernstein): Republicans Can't Count On Electoral College Edge in 2024

•   Bloomberg(Francis Wilkinson): Republicans Fear Both Voters and Immigrants

•   Bloomberg(Ramesh Ponnuru, Karl W. Smith): Did Trumponomics Actually Beat Obamanomics?

•   Bloomberg(Andreas Kluth): The Big Question: Can the EU Remain a Community of Democracies?

•   Bloomberg(Leonid Bershidsky): Election Forecast Models Are Worth More Attention Than Polls

•   Bloomberg(Faye Flam): CDC’s Call to Cancel Thanksgiving Came Just in Time

•   Bloomberg(Nic Dawes): G-20 Must Begin the Next Chapter in Multilateralism

•   Bloomberg(Richard Cookson): Inflation May Be About to Pick Up Sharply

•   Bloomberg(Timothy L. O'Brien): Remdesivir’s Failure Is a Warning for Covid-19 Vaccines

•   CNBC(Frederick Kempe): How Biden can restore U.S. global leadership after Trump’s retreat from international institutions

•   CNN(Frida Ghitis): Biden's mistake about Trump

•   CNN(Joe Lockhart): Hold President Trump accountable for his misdeeds

•   CNN(Julian Zelizer): The only way Republicans can lead again

•   CNN(Michael D'Antonio): How Trump sabotaged his own chances for a second term

•   CNN(Richard Galant): Judge's devastating question for Donald Trump's team

•   CNN(David Gergen, Caroline Cohen): What Trump is doing should worry us all

•   CNN(Charlie Dent): Criminalizing Trump may undermine the Biden presidency

•   CNN(Matthew Rojansky, Michael Kimmage): Joe Biden's oncoming headache over Vladimir Putin

•   Reuters(Mike Dolan): Full bull' may be further away than it seems

•   매경(박봉권): 누가 월성 1호를 탈원전 제물로 바쳤나

•   한경(한상춘): "틀려도 너무 틀린다"…주가 예측 어떻게 하나