[Markets]
• 한국: 코스피 이틀 연속 사상 최고치
[Indicators]
• US Sep. Case–Shiller home price: Home prices see biggest spike in 6 years in September, according to S&P Case Shiller
• US Oct. Construction employment: Construction Jobs Gain in 36 States: AGC
• US Nov. Consumer confidence: Consumer Confidence Dropped in November Amid Rising Covid-19 Cases
• Germany Nov. Ifo business climate: European Business Mood Turns Sour as Economy Takes Another Hit
• 한국 3분기 가계신용: 영끌·빚투 뒤엔… 사상최고 가계빚
• 한국 11월 BSI: 11월 기업 체감경기 소폭 살아나…두 달 연속 개선
• Indonesia Oct. Fiscal account: Indonesia’s budget deficit jumps to $54.1b in October as virus-related debt piles up
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: Trump relents on transition as Republicans join mounting calls for him to acknowledge Biden’s win
• WP: Rudy Giuliani targeted for disbarment in state bar complaints filed by Rep. Bill Pascrell (D-N.J.)
• FT: Lessons from Japan
• MarketWatch: The Trump administration may privatize Fannie Mae and Freddie Mac — and it could disrupt the nation’s housing-finance system
• SCMP: China’s interest in Pacific trade deal sets stage for new US showdown after Xi Jinping ups the ante
• 매경(P1): "연말 영업 밤10시까지만 늦춰주세요"
• 매경(P1): [단독] 中간편결제 알리페이 한국시장 상륙 추진
• 매경: 中알리페이 `인해전술` 韓결제시장 흔드나
• 매경(P1): [단독] 중국업체만 배불리던 전기버스 보조금 깎는다
• 한경(P1): 강북서도 '종부세 대란' 시작됐다…'분노 폭발'
• 한경: 고령자·2주택자 '분노'…"우리가 죄인이냐"
• 한경: 코로나 역설…주식발행 '사상 최대'
• 한경: 회사채 발행금액 2년 연속 50兆 넘었다
• 한경: 기업어음 금리 사상 최저 기록 거듭 경신
• 한경: 정세균 "새만금, 그린 뉴딜 중심지로 육성"
• 한경: 삼성 갤럭시S21, 中 이어 인도 정부 인증
• 서경(P1): 2년 뒤 서울 아파트 입주물량···올해 3분의 1토막
• 서경(P1): [시그널] 현대重, 두산 인프라코어 인수유력
• 조선(P1): 과학자 800명 “신공항·월성원전, 정치가 과학 뒤덮어”
• 조선(P1): 野가 먼저 꺼낸 재난지원금 3조6000억
• 조선: 한전, 전기요금 연내 개편 물 건너갈 듯
• 조선비즈: 기아차 노사 본교섭 결렬…내일부터 부분파업 돌입
• 동아(P1): 고용지원금 받은 무급휴직자 32%가 소득 중위 중산층
• 동아: 일시휴직자 62% 일터로 못 돌아갔다
• 동아: 강남권 ‘절세매물’ 나와… 거래는 잠잠
• 문화: “호주서 생산한 수소, 국내 도입 추진해야”
• 서울(P1): 수도권 중환자 병상 25개 1주일 내 모두 소진된다
• 머니투데이(P1): 기업들의 호소, "노조 약자는 옛말…파업 대항수단 왜 안되나요"
• 머니투데이(P1): ‘땅 위의 태양’ KSTAR, 1억도 20초간 타올랐다
• 머니투데이: 美 블링컨은 대북강경파?…오바마 때와 다를수 있다
• 머니투데이: SK·동화약품 등 토종 코로나 백신·치료제 개발도 탄력
• 더벨: 인프라코어 인수 후보, 본입찰서 관망 배경은
• 헤럴드경제(P1): 재계·민심 들끓는데…與 ‘입법독주’ 野 ‘우왕좌왕’
• 헤럴드경제: 내년 준조세 부담금, 올해보다 0.7% 증가
• 헤럴드경제: ‘9조원대 특별배당’ 기대감 커지는 삼성전자
• 파이낸셜뉴스(P1): [단독] 카드깡 뺨치는 신종 '페이깡' 등장… 처벌근거 없어 악용 우려
• 파이낸셜뉴스(P1): 稅폭탄에 서울 떠난다.. 은퇴 1주택자의 '눈물'
• 파이낸셜뉴스: 오스테드 "인천 해상풍력에 8兆 투자 1.6GW 단지 조성할것"
• 파이낸셜뉴스: 코로나에 실적 줄었지만… 배당 더 늘리는 기업들
• 이데일리: 스물네번' 대책에도, 결국…이번엔 전세發 역풍
• 이데일리: "이생집망이 나다"…부동산블루 빠진 30대들
• 이데일리: 코로나가 당긴 ESG, 국민연금도 꽂혔다
• 비즈니스포스트: 두산밥캣 바이든시대 미국 인프라투자에 기회 커져, 주택경기도 좋아
• Power Engineering: Siemens providing long-term gas-fired turbine AI and machine learning upgrades for Jebel Ali power plant in Dubai
• 에너지경제: LG-SK 배터리 소송전쟁···美 바이든 변수 놓고 계산 분주
• 에너지경제: GE, 내포 열병합발전소용 HA 가스터빈 수주
• 전기신문: 태양광 현물시장가격(REC+SMP) 80원대마저 무너지나
• Equipment World: Hyundai names Kim as president over American operations
• OilPrice.com: The Real Reason Oil Prices Went Negative In April | OilPrice.com
• OilPrice.com: How Africa Became A Hotspot For Renewable Energy
• MINING.com: China coal imports to increase in December – report
• 전자신문(P1): 日 특허 품는 SK머티리얼즈, '청색 OLED 소재' 국산화
• 전자신문: [이슈분석] 내년 메모리 시장 전망 '맑음'
• ZDNet Korea: 폴더블'이 끌고, '롤러블'이 민다…삼성·LG 선봉
• Phone Arena: Samsung reportedly makes change to its Galaxy roadmap to avoid cannibalizing its next flagship phone
• Hannover Messe News: Robot vs. moisture
• 로봇신문: 2019년 중국 산업용 로봇 판매량, 전년대비 8.6%↓
• Nikkei Asian Review: COVID pushes Asia to embrace big government
• Nikkei Asian Review: Japan and China agree to promote rules-based multilateral trade
• Nikkei Asian Review: iPhone 12 teardown showcases South Korean parts makers
• Nikkei Asian Review: South Korea picks Japan hand as Tokyo envoy in bid to fix ties
• Nikkei Asian Review: World Bank chief: Poor nations need debt reduction to fight pandemic
• Business Standard: Pent-up demand behind improved economic activity, may not sustain: Icra
• Business Standard: Hiring activity improving, including in non-tech sectors: LinkedIn report
• Business Standard: India faces cold chain logistics challenge for Covid-19 vaccination
• Folha de S.Paulo: Coronavac Vaccine Study in Brazil Reaches Late-Stage Trial with Enough Infection Data
• Folha de S.Paulo: Economic Activity in Brazil Is Increasing and Emergency Aid Will End at End of Year, Says Economy Minister
• Jakarta Post: [ANALYSIS] Impact of Job Creation Law on retail sector
[Opinions]
• Project Syndicate(Kishore Mahbubani): Kishore Mahbubani Says More…
• Project Syndicate(Katharina Pistor): Reckoning with American Democracy’s Enemies Within
• Project Syndicate(Willem H. Buiter, Anne Sibert): Restructuring the Debt-Restructuring Process
• Project Syndicate(Stephen S. Roach): A Tale of Two Economies
• Project Syndicate(Shamshad Akhtar, Kevin P. Gallagher, Ulrich Volz): he G20 Debt Plan Does Not Go Far Enough
• FT(Editorial Board): The pressing urgency of more US fiscal relief
• FT(Editorial Board): Vaccinations are a key test for the UK government
• FT(Martin Wolf): What the world can learn from the Covid-19 pandemic
• FT(Janan Ganesh): Joe Biden’s foreign policy should steer clear of missionary idealism
• FT(Tommy Stubbington): Sunak should be wary of tokenism with green gilts
• FT(Sebastian Payne): Grimsby’s green revolution is a model for other towns post-pandemic
• FT(Izabella Kaminska): Bitcoin finally finds a rationale in doomsday scenarios
• FT(Henny Sender): Lessons from China’s decision to halt Ant Group’s giant IPO
• FT(Lex): City/Brexit: fishing before finance
• WSJ(Walter Russell Mead): Biden’s Foreign-Policy Team Takes Shape
• WSJ(William A. Galston): Republicans Are Souring on Trump’s Antics
• WSJ(James Bacchus): Boeing and Airbus Bicker While China Reaches for the Sky
• NYT(Paul Krugman): Trump Wars II: The Loser Strikes Back
• NYT(Bret Stephens): Trump Contrives His Stab-in-the-Back Myth
• NYT(Andrew Weissmann): Should Trump Be Prosecuted?
• WP(Editorial Board): The G-20 didn’t do much for poor nations. They need debt relief, especially from China.
• WP(Editorial Board): Here’s a change: A national security team with integrity, experience and skill
• WP(David Ignatius): How Trump could still disrupt the transfer of power
• WP(Henry Olsen): Why the reported Israeli-Saudi meeting is such a big deal
• WP(Dana Milbank): Trump came in promising so much winning. He’s going out with so much whining.
• WP(Jennifer Rubin): When it comes to prosecuting Trump, let’s be selective
• WP(Jennifer Rubin): Trump’s dam finally breaks. But we cannot go through this again.
• WP(Greg Sargent): Trump has set a hidden trap for Biden. It could do great damage.
• WP(Carter Malkasian): Joe Biden is facing a dead end in Afghanistan
• WP(Philip Allen Lacovara): Yes, the Biden administration should hold Trump accountable
• WP(Joe Scarborough): What Biden can learn from the FDR-Truman transition
• Bloomberg(Daniel Moss): Yellen Has the Policy Chops and Political Savvy
• Bloomberg(Noah Smith): Biden's Homeland Security Pick Is No Border Softie
• Bloomberg(Brian Chappatta): Dow 30,000 Optimism Not Matched by Bond Traders
• Bloomberg(Karl W. Smith): What Janet Yellen Doesn’t Know
• Bloomberg(Michael R. Strain): Washington's Stimulus Triumph Remains Underrated
• Bloomberg(Francis Wilkinson): Where Trump’s Swing-State Populism Is Headed
• Bloomberg(Eli Lake): Progressives May Not Like Biden’s Foreign Policy
• Bloomberg(Therese Raphael): Is Boris Johnson's Britain Finally Turning a Corner?
• Bloomberg(Ferdinando Giugliano): Europe's Failings Are Back for Everyone to See
• Bloomberg(Zev Chafets): Netanyahu and MBS Have Good Reason to Meet
• CNN(Tracey D. Brown, Robert Gabbay): The 34 million Americans who should be among the first to access a Covid-19 vaccine
• CNN(David A. Andelman): What Biden's new security and diplomatic team can do for America
• MarketWatch(Paul Brandus): A terrible 2020 is ending with reasons for optimism
• MarketWatch(Pierre Briançon): Biden chooses veteran diplomat Antony Blinken as secretary of state. Here's why Europe should cheer
• MarketWatch(Carly Tripp): Why these 5 U.S. cities will bounce back from COVID-19 faster and stronger
• Fox News(Tucker Carlson): Yes, the election was rigged for Joe Biden. Here's how
• Fox News(Stephen Moore): Biden wants US to rejoin Paris Climate Accord. Why? It puts America last
• Fox News(Cal Thomas): Election 2020 -- Trump's case unravels
• Fox News(Justin Haskins): Democratic socialists grow stronger, weakening Dems with losses in swing districts
• Reuters(Clyde Russell): Asian spot LNG price may have seen winter peak amid steady demand
• 문화(서균렬): 탈원전 안 바꾼 탄소중립은 허구다
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