Business Intelligence Monitor 201130

(Introduction)

[Markets]

•   Global: Stocks at record high but yields fall, dollar under pressure

•   Global: Global stocks close in on best-ever month

※   Macro 백업표

※   Industry 백업표

•   UK: UK inflation-linked bonds rise despite hit from RPI move

•   한국: 코스피 2,633.45 마감…이틀째 최고가 랠리

•   한국: 코스피 한달간 16%↑···금융위기 이후 가장 많이 올랐다

•   한국: 두산그룹주 대체로 올라, 두산솔루스 두산중공업 6%대 뛰어

•   Metals: Copper hits 7-1/2-year peak as companies and speculators buy

•   Coal: China’s crackdown on Australian coal imports sends prices sliding

•   Grains: Soybeans firm as South American crops struggle

[Indicators]

•   US Q4 GDP Nowcast: Nov 27, 2020: New York Fed Staff Nowcast

•   Eurozone Nov. Economic sentiment: Euro zone sentiment drops in November as second COVID wave strikes

•   China Oct. Industrial profits: China’s industrial giants see profits in October grow at fastest pace in nearly nine years

•   한국 2019년 광업·제조업 조사: 제조업 위기, 코로나 이전부터 시작됐다

•   한국 9월 전력생산: `탄소중립` 목표에도 석탄발전 비중 여전히 1위

•   한국 10월 주식·회사채 발행: 지난달 주식·회사채 20조원 발행… 전월比 20% 증가

•   한국 11월 주택가격 동향(KB): 전국 집값, 17년만에 가장 많이 올랐다

•   한국 12월 중소기업 경기전망: 코로나 3차 유행에 다시 꺾인 中企 경기 전망

•   한국 주간 주택시장 동향(KB): 전세대책에도 여전히 오르는 서울 전셋값

•   India Q3 GDP: India falls into recession as pandemic weighs on output

•   India Sep. FDI: FDI up 15% to $30 billion during April-September 2020: Government data

•   Vietnam Nov. CPI: Vietnam Inflation Cools in November to Slowest This Year

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Pushes Rural Hospitals to Their Limits

•   WSJ: Black Friday Was a Bust for Many Stores, Better for Online

•   WSJ: Black Friday in a Pandemic Means Fewer Shoppers, Fewer Deals

•   WSJ: Falling Market Volatility Signals Growing Optimism About Stock Rally

•   WSJ: Biden to Name Rouse, Tanden to Economic Team

•   WSJ: Tesla’s S&P 500 Debut Is Set to Put $100 Billion in Trades in Motion

•   WSJ: Investors Pile Into Risky ETFs During Wild Market Rally

•   WSJ: Disparity in Jobless Rates Suggests Black Workers Face Slower Recovery

•   WSJ: The Economy Is Still Vulnerable. Trade Could Be a Refuge.

•   WSJ: Pharmacies Add Freezers, Train Staff to Handle Covid-19 Vaccination Drive

•   WSJ: Tesla’s Delayed Semi Truck Tests Elon Musk’s Ability to Scale Up

•   WSJ: Solar Power Booms in Texas

•   WSJ: Oil Prices Seen Remaining Subdued Into 2021

•   WSJ: Economy Week Ahead: November Jobs Report, Trade, Manufacturing

•   WSJ: This Year’s Hurricane Season Smashes All Kinds of Records

•   WSJ: GM’s Closed Lordstown Factory Spawns a Wave of Industrial Migrants

•   NYT: Gunmen Assassinate Iran’s Top Nuclear Scientist in Ambush, Provoking New Crisis

•   NYT: Assassination in Iran Could Limit Biden’s Options. Was That the Goal?

•   NYT: Brazen Killings Expose Iran’s Vulnerabilities as It Struggles to Respond

•   NYT: Pushed by Pandemic, Amazon Goes on a Hiring Spree Without Equal

•   NYT: For the World Economy, a Grim Slog Tempered by New Hopes

•   NYT: In Harsh Rebuke, Appeals Court Rejects Trump’s Election Challenge in Pennsylvania

•   NYT: How Democrats Suffered Crushing Down-Ballot Losses Across America

•   NYT: Biden Aides’ Ties to Consulting and Investment Firms Pose Ethics Test

•   NYT: Virus Deaths Approach Spring Record Amid Changing U.S. Crisis

•   NYT: In Key States, Republicans Were Critical in Resisting Trump’s Election Narrative

•   NYT: Top Contenders for Biden’s Cabinet Draw Fire From All Sides

•   NYT: Beijing Takes Its South China Sea Strategy to the Himalayas

•   NYT: U.S. coronavirus cases pass 4 million for the month of November, doubling the record set in October.

•   NYT: The Lost Days That Made Bergamo a Coronavirus Tragedy

•   NYT: New York City Will Reopen Elementary Schools and Reduce Hybrid Learning

•   NYT: They Beat Back the Virus (Again and Again and Again)

•   WP: Iran’s president blames Israel for killing nuclear scientist and vows to respond at the ‘right time’

•   WP: 20 days of fantasy and failure: Inside Trump’s quest to overturn the election

•   WP: Wisconsin recount confirms Biden’s win over Trump, cementing the president’s failure to change the election results

•   WP: ‘My mind will not change in six months’: In first post-election TV interview, Trump renews baseless claims of voter fraud

•   WP: Criticized by moderates and pressured by their base, liberals fight for a voice in the Democratic Party

•   WP: Pandemic raises difficult issues about limits of tests for covid-19, other diseases

•   WP: The Trailer: The election's over, but the challenges aren't quite

•   WP: Climate change is often hidden in the way we are shown temperature data

•   WP: Fears of coronavirus jump intensify in Thanksgiving’s aftermath

•   WP: Awaiting Georgia runoffs, U.S. Senate and its committees have been plunged into uncertainty

•   WP: If there is any real evidence of fraud, Mr. President, it’s time to put up

•   WP: With Fox’s Maria Bartiromo as his first post-election interviewer, Trump found a sympathetic ear and few questions

•   FT: Incidents of police brutality trigger French climbdown on security law

•   FT: Dubai raises a glass to social changes in the Gulf

•   FT: ‘It’s finally got to rural America’: coronavirus surges in the Dakotas

•   FT: Health service in Italy’s poor south at mercy of Covid and crime

•   FT: The ‘bloodsucking capitalist’ being lauded by Communist China

•   FT: Covid vaccines offer Big Pharma a chance of rehabilitation

•   FT: Record-setting bitcoin faces test after volatile week

•   FT: Green gold: how sustainability became big business for consumer brands

•   FT: How AstraZeneca and Oxford found their vaccine under fire

•   FT: Spain’s BBVA and Sabadell scrap merger talks over price dispute

•   FT: Janet Yellen: a Fed veteran ready to take the wheel at the Treasury

•   FT: EU pitches new post-Trump alliance with US in face of China challenge

•   FT: International rollout of Covid-19 vaccine on track for next month

•   FT: French police probe officers over beating of black music producer

•   FT: Bond investors bet on battered companies surviving virus shock

•   FT: Hong Kong’s leader has ‘piles of cash’ at home after US sanctions

•   FT: SNP to discuss ‘alternative routes’ to Scottish independence

•   FT: Brussels seeks to help banks offload rising tide of bad loans

•   FT: Boris Johnson seeks to mollify MPs with vote on Covid curbs

•   FT: Argentina damps hopes of quick deal with IMF

•   FT: China’s tech investors turn from India to Indonesia

•   FT: Chinese consumers move towards forefront of economic recovery

•   FT: Facebook’s Libra currency to launch next year in limited format

•   FT: Boris Johnson looks north for fresh faces in new year reshuffle

•   FT: UK dismisses ‘derisory’ EU fishing offer ahead of last-ditch trade talks

•   FT: Johnson defiant over new English coronavirus tiers

•   FT: Saudi Arabia seeks to resolve Qatar crisis as ‘gift’ to Joe Biden

•   FT: Bulgaria joins Europe’s awkward squad

•   FT: Explosives, machine guns and hit squad: The killing of Iranian nuclear mastermind

•   FT: Price of sellside analyst meetings almost halved by pandemic

•   FT: Will Australia’s ‘hydrogen road’ to Japan cut emissions?

•   FT: Sony warns it could move factories over Japanese energy policy

•   FT: UK digital watchdog planned to check Big Tech

•   FT: MPs attack ‘lack of knowledge’ over UK nuclear power clean-up

•   Bloomberg: OPEC+ Fails to Agree on Output-Hike Delay Before Big Meeting

•   Bloomberg: OPEC Faces Seismic Demand Split as Cartel Plots Next Move

•   Bloomberg: Iraq Didn’t Ask for OPEC+ Oil-Cuts Exemption, Al-Sabah Says

•   Bloomberg: Biden Has Republican Powell as Ally in Bid to Lift Labor’s Clout

•   Bloomberg: Iran Says It Won’t Fall in Trap of Scuttling Any U.S. Talks

•   Bloomberg: Trump Says It’ll Be Hard For Election Suits to Reach Top Court

•   Bloomberg: Saudi Central Bank Extends Pandemic Loan Support Into Next Year

•   Bloomberg: Decades of Gains Over U.S. Poverty At Risk of Being Wiped Out

•   Bloomberg: Worse Than Covid? Risks to U.K. Economy as Brexit Deadline Nears

•   Bloomberg: Trudeau Ready to Open Spending Taps for Coronavirus and Beyond

•   Bloomberg: House Will Vote on Bill Restricting Chinese Firms Listed in U.S.

•   Bloomberg: Nord Stream 2 Pipeline Construction to Restart Despite Sanctions

•   Bloomberg: Europe Sends Biden a Reminder of Why Transatlantic Ties Matter

•   Bloomberg: BOE’s Haldane Says QE Size Challenges Central Bank Independence

•   Bloomberg: China Should Further Open Up Finance Sector, PBOC Official Says

•   Bloomberg: Kushner to Lead U.S. Delegation to Middle East as Tensions Simmer

•   Bloomberg: Centrists to Win Brazil’s Two Main Cities in Defeat to Bolsonaro

•   Bloomberg: China Stirs Trouble With Plan to Hike Retirement Age From 60

•   Bloomberg: ECB Officials Signal Growing Support for Bank Dividend Return

•   Bloomberg: Bundesbank Deputy Says Not Time for Bank Dividend Return: FAS

•   Bloomberg: Bolsonaro Delays Congratulating Biden on Fraud Allegations

•   Bloomberg: Europe’s One-Time Bond Market Pariahs Now Locked in Race to 0%

•   Bloomberg: Progressives Say Biden Must Embrace Left-Leaning Policies

•   Bloomberg: Goldilocks Year Awaits Emerging Markets Defying Pandemic Rout

•   Bloomberg: China Display Maker Ditches U.S. to Seek $1.8 Billion Local IPO

•   Bloomberg: China Finds Covid-19 Virus on Chilean Seafood Packaging

•   Bloomberg: Malaysia’s Embattled Leader Urges Allies to Stand Together

•   Bloomberg: Hydrogen Tops Canadian Investors’ Clean Energy List, HSBC Says

•   Bloomberg: Making Climate a National Security Issue Downplays Human Cost

•   Bloomberg: Hong Kong Integration With China Is a ‘Great Thing,’ Lam Aide Says

•   Bloomberg: Inflation Fear and Green Hope Drive Investors Into Copper

•   Bloomberg: Apple Suppliers’ Exodus From China Won’t Slow Down Under Biden

•   Reuters: Brexit negotiations restart in person as clock ticks down

•   Reuters: Brexit goes down to the wire: EU and UK say big differences remain

•   Reuters: EU delays rules on carbon market permit handouts

•   Reuters: Pharma firm in India to make Russia's Sputnik V COVID-19 vaccine

•   Reuters: Huawei founder urges Honor subbrand to become competitor after split

•   Reuters: ECB's Weidmann warns digital euro would pose challenge, take time

•   Reuters: ECB sees lower inflation but growth outlook brighter: de Guindos

•   Reuters: Exclusive: Suspected North Korean hackers targeted COVID vaccine maker AstraZeneca - sources

•   Reuters: EXCLUSIVE-Alibaba, Tencent put talks to buy iQIYI stake on hold due to price, regulatory concerns -sources

•   Reuters: Factbox: Who is the Iranian scientist killed in Tehran?

•   Reuters: Factbox: Pandemic brings forward predictions for peak oil demand

•   Reuters: Fact check: The novel coronavirus outbreak was described as a pandemic by the World Health Organisation in March 2020

•   Reuters: Analysis: Covert Israeli-Saudi meeting sends Biden a strong message on Iran

•   Reuters: Analysis: Investors weigh prospects for U.S. corporate earnings as stocks set records

•   CNN: How the coronavirus is really the only issue that matters

•   CNN: The time Janet Yellen threw the book at Wells Fargo

•   CNBC: Oxford, WHO scientists: More data needed on AstraZeneca's Covid vaccine trials

•   CNBC: Coronavirus: Fauci says Christmas and New Year’s restrictions will be necessary

•   CNBC: China is more concerned by Biden than Trump, economist Jim O’Neill says

•   CNBC: Singapore’s co-developed vaccine candidate is in ‘good shape’ for delivery in 2021

•   CNBC: Congress stalled on stimulus talks as millions face a 'benefits cliff'

•   CNBC: Evictions have led to hundreds of thousands of additional Covid-19 cases, research finds

•   CNBC: China's central bank could intervene as state-firm bond defaults rise: Analyst

•   CNBC: China braces for more bond defaults among state firms, SOEs in 2021

•   MarketWatch: The Fed and the promise of a vaccine aren't enough to protect investors from a 'reckoning,' top economist warns

•   MarketWatch: 5 ways Joe Biden can advance his tax agenda (without a Senate majority)

•   MarketWatch: Janet Yellen is poised to become Treasury secretary in a Biden cabinet — how that affects cash-strapped American families

•   Fox Business: Trump admin touts Pfizer, Moderna coronavirus vaccines as 'safe'

•   Fox Business: For Big Tech, Biden brings a new era but no ease in scrutiny

•   Business Insider: Up to 87 million workers could lose paid leave if no COVID-19 package

•   SCMP: China-Australia relations: Beijing slaps ‘distressing’ duties of up to 212 per cent on Australian wine imports

•   SCMP: China-Australia relations: Treasury Wine Estates takes hit from Chinese import duties as share price plummets

•   SCMP: China-Australia relations: Australian wine exporters face fresh blow after Beijing imposes tariffs

•   SCMP: China-Australia relations: WTO action ‘the next step’ for Canberra over Beijing’s barley duties

•   SCMP: ‘We’re a Pacific power’: Joe Biden faces pressure to hold hard line of defence against China

•   SCMP: China’s former central bank chief urges revamp of modern central banking

•   SCMP: Donald Trump’s mooted China sanctions to throw spanner in the works of C919 passenger jet plans, sources say

•   SCMP: Has the day in the sun finally arrived for green hydrogen and fuel cells on China’s road to attain carbon neutrality by 2060?

•   SCMP: Sun Dawu vs the state: a cautionary tale for China’s private sector?

•   SCMP: Joe Biden could be biggest risk to Chinese economy next year if he puts sanctions on certain industries, says leading economist

•   SCMP: China food security: how’s it going and why’s it important?

•   Global Times: Will China's consumption power reverse US decoupling pursuit?

•   매경(P1): [단독] 구광모, LG 공격경영 시동 "신사업 도전, 실패해도 좋다"

•   매경: [단독] 구광모 "주력사업에 안주하지 말라"…바이오·AI·로봇 빅딜 예고

•   매경(P1): "승객 얼굴마다 깊은 그늘…이런 불황 처음"

•   매경: 한숨 짓는 취준생 "50곳 서류넣어 모두 허탕"

•   매경: 여행사 직원 "일도 없고 돈도 없다"

•   매경(P1): 文, 탄소중립委 설치…에너지차관 신설키로

※   청와대: 2050 탄소중립 범부처 전략회의 관련 서면브리핑

※   청와대: 2050 탄소중립 범부처 전략회의 모두발언

•   매경: 文, 저탄소 속도전…에너지세제 개편 추진

•   매경(P1): "대한항공에 정책자금 내년 최대 3조원 투입"

•   매경: 아스트라제네카 백신 접종 미뤄질까

•   매경: 대기업 겨냥한 중대재해처벌법, 中企만 잡는다

•   매경: `징벌적 손해배상제` 밀어붙이는 與…野불참 속 단독 공청회

•   매경: 與 "3차 재난지원금, 국채발행 불가피"

•   매경: 소상공인 코로나 대출 곧 바닥

•   매경: 증시 활황에 올 `증권거래세` 두배 늘어 9조

•   매경: 52주년 맞은 한일경제인회의 "악화된 한일관계 개선해야"

•   매경: 분양가 상한제 주택 최대 5년 거주의무

•   매경: 로또분양 `줍줍` 인기 폭발…올해 청약 경쟁률 작년 2배

•   매경: [Science] `인공태양` 상용화 큰 걸음…韓기술력이 돌파구 뚫었다

•   매경: [Science] 수소연료 1g으로 석탄 8t 에너지 뽑아낸다고?

•   매경(P1): [매경 명예기자 리포트] `바이든의 힘` 美·EU 인프라 큰 場 선다

•   매경: 그린뉴딜 `민관 합동`이 대세…EU, 59조 투입에 민간 310조 화답

•   매경: 수익성 낮은 정책펀드…정권 바뀌면 사라졌다

•   매경(P1): [단독] 더 강력해진 `2050 넷제로`…법으로 대못 박겠다는 정부

•   매경: 과도한 탄소제로, 철강·석화 400조 피해우려

•   매경(P1): `팬덤 정치`에 위협받는 한국 민주주의

•   매경: 亞! 한국보다 빠르네…아시아도 백신계약 속도전

•   매경: 당정 "코로나 백신 4400만명분 확보 추진"

•   매경: 기아차 광주공장서 3명 확진, 조업 차질 우려

•   매경: [단독] `김현미표 임대사업자 제도` 野 당론으로 부활 추진

•   매경: 빅테크 플랫폼서도 금융계좌 개설 가능

•   매경: 외인 순매수 月최고 육박…30일 기록깰까

•   매경: 내년 만기 되는 저신용 회사채 11.2조원

•   매경: 서학개미, 달러 약세에 美주식 더 담았다

•   매경: 코스피 상장사 167곳…4분기 영업익 60% 증가

•   한경(P1): 中이 치고 나가자…막 오른 '디지털화폐 전쟁'

•   한경: 中, 또 대규모 '디지털 위안' 실험…美·EU '위기의식' 韓은 '미적'

•   한경: 비트코인 가격 끌어올린 디지털화폐

•   한경: 현금없는 사회 빨라져…'빅브러더' 도구 우려도

•   한경(P1): 코로나 확산세…주말이 고비

•   한경: 3차 지원금 점점 불어나 4조 육박…여야 또 '현금 지원' 경쟁

•   한경: "금융그룹감독법, 금융사 감독 내세워 대기업 통제 우려"

•   한경: 예산심사 부대의견 560여건…제2의 '쪽지예산'

•   한경: 국회 전문위원도 신중 의견낸 '협력이익공유제'

•   한경: '입법독주' 비판 우려…쟁점법안 처리 숨고르는 與

•   한경: "신용대출 막차 타자"…은행 창구 '아수라장'

•   한경: 외국인 '남은 실탄 13조원'…"내년 1분기까지 쏜다"

•   한경: "강남 살기 더 어려워졌다"…은마 전세 첫 10억원 돌파

•   한경(P1): 100조원에 육박한 사모펀드…올해 M&A 40% 주도

•   한경: 폐기물 속에서 '보물' 찾아낸 PEF…EMC·코엔텍 등 '몸값 1조'로 키워

•   한경: 사모펀드를 사채업자 취급하던 노조도 '환영 분위기'

•   한경: 기업가치 높여야 돈 버는 PEF…손 못 대던 비효율에 '과감한 메스'

•   한경(P1): 통계용 일자리 '공공 알바'만 쏟아내는 정부

•   한경: 하루 1시간 일하고 월급 180만원…'공공 알바' 또 쏟아진다

•   한경(P1): 부동산정책 끝없는 헛발질…전 국민이 '유탄' 맞았다

•   한경: 공시價 인상 부작용 속출…올 건보 피부양자 51만명 자격 상실

•   한경: 1주택자도 보유세 폭탄…"한달치 월급 고스란히 내야 할 판"

•   한경: 디딤돌대출 '그림의 떡'…중개수수료 부담은 커져

•   한경: "감사 자리 뺏길 바엔"…기업들, 자회사 합병후 상장폐지 '도미노'

•   한경: 여야, 전기차 개별소비세 감면 2년 연장 합의

•   한경: 핵심부품 국산화한 '중국형 원전' 가동한다

•   한경: 내년 경제 코로나 충격 벗어난다…주식 확대, 채권 축소, 현금 중립

•   한경: 올해 10배 뛴 '수소연료株' 두산퓨얼셀, 더 오를 수 있다?

•   한경: 꽉 막힌' 전세대출, 한푼이라도 더 받으려면…

•   한경: LG 스마트폰 '윙' 인도 상륙…인플루언서 앞세워 마케팅

•   한경: 전기차 배터리 '글로벌 넘버1'…LG화학·CATL 엎치락뒤치락

•   한경: TSMC보다 높게…삼성, 파운드리 '적층' 승부

•   한경: 롤러블폰 시대 열린다…中서 뜨는 코오롱인더 투명 필름

•   한경: "디지털 전환에 성공 못하면 5년내 기업 40% 사라질 수도"

•   한경: 이재명 "전국민 30만원씩 주자"

•   서경(P1): 돈 안되는 사업 접고 인력 줄이고...기업 생존게임

•   서경: 수익성 떨어진 LCD 사업 정리...유통은 매장 '도미노' 철수

•   서경: "신사업 경쟁력 높이자"...하반기 28개 상장사 '기업 분할'

•   서경: "임금 삭감에 투잡 뛰는 후배 직원, 대리기사로 만나 눈물"

•   서경: 9개월새 6억→11억으로...세종시 아파트값 올 40% 폭등

•   서경: 산업부, 통상본부장에 1·2차관 거느린 공룡 부처로

•   서경: 왜 시진핑의 반도체 굴기는 메모리 시장에서 먹히지 않을까

•   서경: 반환점 돈 재계 인사···50대 발탁·女임원 약진·오너家 전면에

•   서경: 국내 물류창고 40%는 노후화.. 아마존처럼 AI.로봇화 전환 시급

•   서경: 올 전기차 수출 벌써 10만대···하이브리드 첫 추월 전망

•   서경: "이 참에 차익 실현"...증시 뛰자 매물 쏟아내는 연기금

•   서경: 불법 공매도 과징금 '주문 금액'으로 대폭 강화

•   서경(P1): 원전 없는 탄소중립'···정부의 자가당착

•   서경: 바이든 '차세대 원전' 올인...韓은 8년 전 설계 인가받고도 제자리

•   서경: 앞뒤 안 맞는 탄소중립 로드맵

•   서경: 전기료 뛰고 제조업 타격...탈탄소 서두르다 탈 난다

•   서경(P1): 전경련, “주요 기업 지난해 이익 감소에도 사회공헌 늘려”

•   서경(P1): 4조 규모' 3차 재난지원금···11년만에 '증액 예산'한다

•   서경: 30일부터 1억 신용대출 받아 1년내 규제지역 집 사면···대출 회수

•   서경: 12월에 공급한다면서···'공공 전세' 물량 파악도 안돼

•   서경: 돈 안쓰고 저축만 하면 어쩌나···韓銀의 고민

•   서경: "국회에도 설치···수소충전소 안전해요"

•   서경: [단독]공정위, 업계 의견 반영한 '플랫폼 공정화법' 내놓는다

•   서경: 2년8개월만에 '고병원성 AI'···방역조치 최고수준 강화

•   서경: 내년 예산안 시한내 처리 '빨간불'

•   서경: "전문가도 인정하는 부동산 공약 만들것"

•   서경: "文정부 갈라치기 증세, 조세저항 직면할것"

•   서경: 세탁기 이어 철강까지...'관세 리스크' 커진다

•   서경: 네이버, 회의 참석자 목소리 문자로 바꿔주는 ‘클로바 노트’ 출시

•   서경: 대구 '이동식 협동로봇 규제자유특구' 발대식

•   서경: [분양캘린더] 서울 일반분양 또 '0'···수도권 민간임대 공급

•   서경: [단독] 노동이사 선거까지도 멈춰 세운 민주노총의 몽니

•   조선(P1): “월급만 믿다간 벼락거지” 8시50분이면 화장실 가는 주식열풍

•   조선: 일잘하는 김부장, 갭투자 잘한 장대리 부럽다

•   조선(P1): “김정은, 바다도 코로나 오염될라 소금생산 중단”

•   조선: 왕이, 자기 할 말만 하고 떠나며 “한반도 운명은 南北 손에 줘야”

•   조선: 문정인 “美도 中도 아닌, 새 국제질서 만들어야”

•   조선: “치매 늙다리” 비난한 바이든 당선되자… 北, 재외공관에 “美 자극 말라”

•   조선: 반도체 수퍼사이클이 다가온다, 그 네가지 근거

•   조선(P1): 목욕탕 가도 사우나 못해...헬스장 가도 에어로빅 안돼

•   조선: ‘호흡기 클리닉’ 말뿐… 500곳 만든다더니 7개월째 85곳 불과

•   조선: 정부, 병상 부족에 ‘자가 치료’ 검토

•   조선: 왕이, 한미일 겨냥 ‘한중일 FTA’ 띄웠다

•   조선: 北 “휴전선에 코로나 봉쇄장벽 구축”

•   조선: 인도와 분쟁 중인 땅 코앞에… 中 “싼샤댐 3배 수력발전 추진”

•   조선: [Mint] 인터넷은 ‘라떼’···이젠 클라우드 시대

•   조선: [Mint] 아스트라제네카 백신, 효능 논란 있지만 벌써 32억회분 先주문

•   조선: [Mint] 어도비·MS, 클라우드 도입 후 실적 악화됐다가 반전… IBM·오러클은 아직 ‘성장통’

•   조선비즈: 반도체 3나노 경쟁 가열… 개발 앞선 삼성·설비 먼저 도입 TSMC

•   조선비즈: ‘출범 D-1’ LG화학에서 분리하는 배터리회사, 언제 상장할까

•   중앙: 한때는 고급주택…서민주택 대명사로 둔갑 ‘빌거’라 멸시

•   중앙: 실어나를 배가 없다, 공장에 쌓인 트랙터 1000대

•   동아: 벨 前 주한美사령관 “한국 핵무장땐 동맹 잃고 고립될수도”

•   동아(P1): 쌓여가는 코로나 빚… 금융지원 250兆 넘어

•   동아: 만기연장-신규대출이 198조원… 상환 닥치면 부실사태 우려

•   동아: 소비 꽁꽁… 가계저축률 21년만에 10% 넘을듯

•   동아: [단독]대전지검 ‘원전 구속영장 청구’ 보고… 대검 “보강수사 필요” 반려

•   동아: 귀국 한국인 직원 감염… SK하이닉스 中공장 가동중단

•   한국(P1): "한중 2+2대화 재가동" 일방 발표 中노림수는?...美 ‘쿼드’ 압박 균열

•   한국(P1): 5등급 경유차 146만대, 내년 3월까지 수도권 운행금지 ... 과태료 10만원

•   세계: LG화학·SK이노 ‘배터리 소송’ 극적 합의 가능할까

•   머니투데이(P1): "정부가 판 깔아줬다" 다주택자, '지방 1억 아파트' 원정대 떴다

•   머니투데이: 내년 경제, ICT업 웃고 건설업 운다

•   머니투데이: 뒤처진 코로나 백신 확보' 비판에도…정부 느긋한 이유

•   머니투데이: 경제 흔드는 3대 노동법…12월초 국회 '분수령'

•   머니투데이: 삼성전자, 9만전자 간다? 연말배당만 받아도 수익률이…

•   머니투데이: 3년만에 M&A 뛰어든 유경선 유진회장, 두산인프라 품에 안을까

•   더벨: 두산메카텍 '창원 1공장' 유동화 1700억 확보

•   더벨: "인프라코어 함께 인수하자" 유진그룹 복수 FI에 러브콜

•   헤럴드경제(P1): ‘직장인의 별’ 기업 임원들 ‘불면의 밤’

•   헤럴드경제(P1): 韓 ‘反화웨이’ 전선 이탈?…강경화 “中제안 적극 검토”

•   헤럴드경제: “한 달만 더…” 집 못구한 세입자 SOS…집주인은 말 바꿀까 ‘난감’

•   헤럴드경제: 부동산시장 질서 재편 기폭제 될까? 정보 독점 ‘빅브러더’ 될까? [부동산 플러스-내년 출범 추진 ‘부동산거래분석원’]

•   헤럴드경제: 주택부·주택청·부동산위원회…주택전담 부처·조직 신설론 ‘갑론을박’ [부동산 플러스-내년 출범 추진 ‘부동산거래분석원’]

•   파이낸셜뉴스(P1): 돈 넘쳐나는데… 소비 줄고 일자리 사라졌다

•   파이낸셜뉴스: '언택트' 관련 법안 쏟아졌다

•   파이낸셜뉴스: 수소 1t 만드는데 탄소 10t 배출… 수소경제, 무늬만 친환경?

•   파이낸셜뉴스: 선박도 '무인화'… 조선업계 155兆 자율운항시장 기술 경쟁

•   파이낸셜뉴스: “김현미가 갔던 빌라, 현실선 몇 개나 되겠나” 매입임대 회의론 [현장르포]

•   파이낸셜뉴스: 두산밥캣, 선진국 주택경기지표 호조 수혜 기대

•   아시아경제(P1): 3차 재난지원금 3조+a…소상공인 핀셋 지원 가닥

•   아시아경제: 강남 집값의 두얼굴…매물 쌓이는데 압구정 67억 찍었다

•   아시아경제: 건물 에너지 자급자족 … 탄소배출 '0' 시대로

•   디지털타임스(P1): 현대차, 네이버와 `미래 모빌리티` 협업

•   이데일리(P1): [기업 울리는 회계정책]내부회계 감사 준비에 中企 248곳 `멘붕`

•   이데일리: [기업 울리는 회계정책]“코로나도 힘든데 현미경 감사까지”…靑 청원 올라간 회계개혁

•   이데일리: [기업 울리는 회계정책]시스템 구축만 3억…기업은 '회계부실' 낙인 걱정

•   이데일리: [기업 울리는 회계정책]"감독당국, 징계보다 계도에 초점 맞춰야"

•   이데일리(P1): 누가 페이 황금알 차지하나‥한은-금융위 전면전

•   이데일리: 핀테크 육성 시급한데‥금융결제원 놓고 엉뚱한 밥그릇싸움

•   이데일리(P1): 되살아난 패닉바잉'…서울에 집 산 2030, 작년의 두배

•   이데일리: 전세난에, 청약희망고문에…2030이 운다

•   이데일리: 국내 코로나19 백신·치료제 개발 어디까지 왔나

•   이데일리: "과연 부작용 없나"…코로나 백신 안전성에 여전히 물음표

•   이데일리: 내년 에너지R&D 예산 뜯어봤더니…안전·인프라 투자 ‘찬밥’

•   이데일리: [김인경의 亞!금융]中 코로나 가라앉자마자…기업 줄도산 오나

•   연합: 유럽 기관투자자, 韓日기업에 베트남 화력발전 사업 중단 압박

•   뉴시스: 산업부, '한국형 가스터빈' 만든다…"2030년 글로벌 4강 도약"

•   뉴시스: 신재생에너지 시설도 '기피시설' 취급…탄소중립 현실화 최대 걸림돌

•   뉴시스: 탈석탄 엎친 데 코로나 덮쳐…발전사, 실적 악화 어쩌나

•   뉴시스: 대전시-지역기업, 한밭수목원서 수소연료전지 개발 실증화

•   뉴시스: 화재 위험 낮은 전고체 배터리 소재 핵심 설계전략 나왔다

•   팍스넷뉴스: [두산인프라코어 M&A] 유력 인수 후보 현대重, 남은 변수는

•   더구루: 두산비나, 대형 크레인 6기 최종 납품 완료

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•   reNews: India aims for 220GW of renewables by 2022

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•   에너지경제: [이슈분석] ‘한전 독점’ 전력시장 민간개방…정부 "현 구조 불가피" vs 민간 "세계 추세 역행"

•   에너지경제: [단독] "한수원, 월성1호기 조기폐쇄 반대한 조성진 교수 고발"

•   에너지경제: LNG 친환경 맞아?…발전부문 배출량 증가 석탄 제치고 1위

•   에너지데일리: 유니슨, 4MW급 풍력발전기 연이어 수주 성공

•   이투뉴스: 고정과 현물까지 REC 동반하락…태양광사업자 '이중고'

•   이투뉴스: ESS는 버리고 연료전지는 살린다

•   KHL: Sales drop 16% for John Deere

•   Equipment Journal: Bobcat introduces several new large excavator attachments

•   Equipment World: Zero-emissions trucks are coming 'one way or another'

•   Equipment World: Alta Equipment and Whited Equipment become Hyundai dealers

•   For Construction Pros: Rental Industry to the Rescue

•   OilPrice.com: U.S. Shale Production Continues Its Decline | OilPrice.com

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•   OilPrice.com: Why OPEC Is Worried About The UAE | OilPrice.com

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•   MINING.com: Global Exploration Snapshot: Companies with exciting projects on the go

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•   전자신문: [뉴스해설]5G B2B 활성화 기반 마련…투명성 유지 관건

•   전자신문(P1): 삼성, 갤럭시S-노트 통합 '스타트'...S21 펜 기능 탑재 확정

•   전자신문: 정부, 내년 석탄발전 총량제 도입...月단위로 감축량 정한다

•   전자신문: 드론도 자동차처럼…드론팟, 핸들형 조종기 '드로나이더' 개발

•   디지털데일리: 낸드, 4분기도 ‘공급과잉’…1위 삼성전자, 생산량 확대 지속

•   Phone Arena: Galaxy Z Flip 3 tipped to offer 120Hz screen, thinner bezels at a much lower price

•   Robotics & Automation News: Kuka receives ‘major order’ from VW for production of ID.Buzz

•   Robotics & Automation News: Mitsubishi launches Assista collaborative robot in North and South America

•   로봇신문: 서빙로봇부터 치킨로봇까지...푸드 로봇의 세계

•   로봇신문: 화낙-플러스원 로보틱스, AI기반 물류산업용 로봇 솔루션 공급

•   Nikkei Asian Review: Green trend stirs copper and nickel markets as supply tightens

•   Nikkei Asian Review: Tokyo Olympics delay to cost almost $2bn, before COVID safeguards

•   Nikkei Asian Review: Japan to help India with 5G to counter China's growing influence

•   Nikkei Asian Review: Ditch Vietnam coal-fired plant, investors tell Mitsubishi and banks

•   Nikkei Asian Review: Japan's latest security threat: its declining birthrate

•   Nikkei Asian Review: Japan aims to secure COVID-19 vaccine for whole population by June

•   Nikkei Asian Review: Suga to forgo January snap election as COVID third wave rages

•   Mainichi: Japanese manufacturer introduces lower-priced automated coronavirus testing machine

•   Mainichi: Japan automakers' global output rises 2.7% in October

•   Japan Times: Japanese government conducts unified tests to hire workers from 'ice age' generation

•   Japan Times: BOJ policymaker suggests bank's virus measures will need to be extended

•   Japan Times: Japan to extend coronavirus furlough subsidy until end of February

•   Economic Times: Indian automakers see increased sales in rural areas, fuelled by higher farm incomes

•   Economic Times: India car market ends 2020 festive season on a high, retails over 1 million since August

•   Business Standard: Why an economy-wide net-zero emission target won't work for India

•   Hindustan Times: RBI likely to maintain status quo for 3rd straight time on inflation concerns

•   Folha de S.Paulo: In Letter to China, Itamaraty Says the Country's Reaction to Eduardo Was Offensive and Disrespectful

•   1SCMP:

•   Jakarta Post: Indonesia’s bond market remains attractive but risks loom

•   Jakarta Post: Indonesian miners sign $1.46b coal shipment contract with Chinese traders

•   Jakarta Post: Indonesia’s internet economy to grow more slowly but remain region’s biggest: Report

•   Jakarta Post: Regional elections during a pandemic: What to expect in next month's polls

[Opinions]

•   Project Syndicate(Jeffrey D. Sachs): America’s Political Crisis and the Way Forward

•   Project Syndicate(Jeffrey Frankel): Biden’s Modest Multilateralism

•   Project Syndicate(Jean Pisani-Ferry): Grading the Big Pandemic Test

•   FT(Editorial Board): Japan’s lesson on ageing gracefully

•   FT(Editorial Board): The grown-ups are back in charge in Washington

•   FT(Editorial Board): The risks in the power of stock market indices

•   FT(Martin Wolf): Weak demand would derail Britain’s economic comeback

•   FT(Rana Foroohar): Janet Yellen is the right woman for the times

•   FT(David Gardner): Killing of Iran’s nuclear scientist complicates Biden’s Middle East plan

•   FT(Camilla Cavendish): The Tories cannot avoid the tax question forever

•   FT(John Dizard): Biden administration faces a housing booby trap

•   FT(Merryn Somerset Webb): Vaccines not politics are driving the soaring markets

•   FT(John Flint): Warning lights are flashing for Big Tech as they did for banks

•   FT(David Gauke): No-deal Brexit is the UK’s biggest economic threat, not Covid

•   FT(Bryce Elder): Big rebound in corporate earnings foreseen as pandemic shock eases

•   FT(John Plender): Investors right to see through the gloom to economic upturn

•   FT(Tom Mitchell): Tremors shed light on weaknesses of world’s second-biggest bond market

•   FT(Tom Braithwaite): Big Tech is giving up on acquisitions

•   FT(Lex): South Korea/status symbols: let’s talk about flex

•   WSJ(Holman W. Jenkins, Jr.): Covid Was Hiding Among Colds and Flus

•   WSJ(Andy Kessler): Beware the Dow 30K Euphoria

•   WSJ(Scott Gottlieb, Mark McClellan): Deploying Big Data to Determine How Well Vaccines Work

•   WSJ(David B. Rivkin Jr., Lee A. Casey): The Constitution Will Survive Covid-19

•   WSJ(Kamran Bokhari): Home Is No Haven for Iran’s Regime

•   WSJ(Steve Milloy): How to Stop the Paris Climate Accord

•   WSJ(Reuel Marc Gerecht): Another Bold Strike Against Iran

•   NYT(Editorial Board): Let’s Talk About Higher Wages

•   NYT(Thomas L. Friedman): Dear Joe, It’s Not About Iran’s Nukes Anymore

•   NYT(Will Wilkinson): Why Did So Many Americans Vote for Trump?

•   NYT(Barbara Slavin): A Scorched Earth Strategy on Iran

•   NYT(Steve Inskeep): Trump Looms Large Now, but Maybe Not Forever

•   NYT(Rachel L. Harris, Lisa Tarchak): ‘Democracy Should Not Be Taken for Granted’

•   WP(Editorial Board): Biden needs to overhaul our immigration system. Because of Trump, it won’t be easy.

•   WP(Editorial Board): Joe Biden must be the climate change president

•   WP(Editorial Board): U.S.-made technologies are aiding China’s surveillance of Uighurs. How should Washington respond?

•   WP(Editorial Board): Here?s how to fix Fannie Mae and Freddie Mac

•   WP(Editorial Board): What Biden needs to do to regulate the Internet both at home and worldwide

•   WP(Dana Milbank): Trump’s Farewell Address, in his own words

•   WP(David Von Drehle): Joe Biden says America is back. Back to what?

•   WP(Greg Sargent): Why did Democrats bleed House seats? A top analyst offers surprising answers.

•   WP(Colbert I. King): I am thankful that Trump will be out of office. But dark days still lie ahead.

•   WP(Richard Norton Smith): Transitions are never easy. Especially this one.

•   WP(Ruth Marcus): Should Donald Trump be prosecuted? Proceed with caution.

•   WP(Jason Rezaian): Iran scientist’s killing shows Biden’s challenge in undoing Trump’s ‘maximum pressure’ policy

•   WP(Ty Seidule): Congress could override Trump veto, remove Confederate names from Army bases

•   Bloomberg(Andy Mukherjee): Why I’m Losing Hope in India

•   Bloomberg(Chris Bryant): Electric Carmakers Are in a Stock Market Bubble

•   Bloomberg(Cass R. Sunstein): Belief in Trump Fiction Can Be Worn Down by Fact

•   Bloomberg(Cass R. Sunstein): Don’t Read Too Much Into Supreme Court Religion Ruling

•   Bloomberg(Francis Wilkinson): The Biden Era Will Be Neither Normal Nor Boring

•   Bloomberg(Lionel Laurent): A $364 Trillion Game of Brexit Chicken Gets Ugly

•   Bloomberg(Therese Raphael): Will Relaxing Christmas Covid Rules Cause a Third Pandemic Wave?

•   Bloomberg(Clara Ferreira Marques): China Scores Big Against Poverty But the Poor Haven’t Gone Away

•   Bloomberg(Bobby Ghosh): Iranian Nuclear Scientist Killing Will Have Fallout

•   Bloomberg(Martin Ivens): Joe Biden Shows Keir Starmer the Path to Victory

•   Bloomberg(Carl Pope): Senate Gridlock Can’t Stop America’s Clean Energy Revolution

•   Bloomberg(Tobin Harshaw): Trump's Afghan Troop Withdrawal Is a Gift to the Taliban

•   Bloomberg(John Micklethwait, Adrian Wooldridge): Joe Biden Has Problems. The World Has Solutions.

•   Bloomberg(Romesh Ratnesar): The Big Question: Can America’s Presidential Transition Process be Fixed?

•   CNN(Jeffrey Sachs): Supreme Court's scientifically illiterate decision will cost lives

•   CNN(Julian Zelizer): Biden's cabinet picks send a clear message

•   CNN(Dean Obeidallah): There was only one fraud in the 2020 election

•   CNN(David A. Andelman): What the death of Iran's top nuclear scientist could mean for Biden

•   MarketWatch(Mark Hulbert): Here are your odds that stock prices will be higher at the end of 2021

•   Fox News(Richard Weitz): Biden and team shouldn’t underestimate challenge China poses to US

•   Fox News(K.T. McFarland): Trump pardon of Flynn ends unjust prosecution of an innocent man

•   Fox News(David Limbaugh): After years of attacking Trump and his supporters, Democrats now ask for unity

•   Fox News(Deroy Murdock): Trump shows allies tough love, demands they boost their defenses

•   Reuters(Mike Dolan): A Yellen dollar may be a more global one

•   Reuters(John Kemp): U.S. diesel glut has mostly gone

•   Nikkei Asian Review(Hiroyuki Akita): Suga's diplomacy faces harsh test under pressure from China - Nikkei Asia

•   한경(사설): 日 10년 만에 원전확대, 中 원전굴기…한국만 '脫원전'

•   한경(한상춘): 재닛 옐런과 '예일 거시경제 패러다임'…한국은?

•   서경(사설): 원전 없이 ‘2050 탄소 제로’ 어떻게 실현하나

•   한국(사설): 2050 탄소 중립, 석탄발전 과감한 감축 없인 공염불