Business Intelligence Monitor 201202

(Introduction)

[Markets]

•   Global: Global equity markets jump, bonds dip, on hopes of vaccine-led recovery

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2,634.25 마감…이틀만에 최고치 경신

•   한국: 두산그룹주 엇갈려, 두산중공업 7%대 두산퓨얼셀 4%대 떨어져

•   Metals: Strong factory data pushes copper to new 7-year high

•   Grains: U.S. wheat futures hit 2-month low; soybeans, corn also decline

[Indicators]

•   Global Nov. Manufacturing PMI: Factory Floors Keep Global Economy Chugging Along Amid Virus Hit

•   US Oct. Construction spending: U.S. construction spending rebounds strongly in October

•   Eurozone Nov. CPI: Euro zone inflation drop adds to ECB stimulus case

•   Germany Nov. Employment: German Economy Shows Resilience to Renewed Virus Slump

•   UK Nov. House prices: UK house prices rise at fastest rate in almost six years

•   한국 3분기 GDP(잠정): 3분기 경제 성장률 2.1%…속보치보다 0.2%p↑

※   한국은행: 2020년 3/4분기 국민소득(잠정)

※   한경: 원화 강세에…1인당 소득 3만1000弗 지킬 듯

•   한국 11월 무역수지: 조업일 적었지만 11월 수출 4%↑…2년만에 일평균도 동시 증가

•   한국 11월 주택가격(감정원): 강북도 수백만원 고가월세 속출…전세난 결국 월세난으로

•   한국 11월 신용대출: 지난달 신용대출 4조8000억↑…'막차' 수요 몰려 사상 최대 증가

•   한국 11월 건설기업 경기실사지수: 건산硏 "건설경기 전망 개선"…CBSI 3개월째 상승세

•   Japan Q3 Capital spending: Japan corporate capex, profits sag as COVID impact bites

•   Japan Oct. Employment: Japan's jobless rate rises to 3.1% in October: government

•   India Nov. GST collections: GST collections up Rs 1 trn for second month straight, aided by festivals

•   India Nov. Manufacturing PMI: Manufacturing activity loses pace in Nov, falls to three-month low: PMI

•   Indonesia Nov. CPI: Weak demand persists despite jump in November inflation

•   Vietnam Nov. CPI: November CPI falls slightly on lower fuel prices

•   Canada Q3 GDP: Record Canada Expansion Meets Reality of Second Virus Wave

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Likely in U.S. in Mid-December 2019, CDC Scientists Report

※   CDC: Serologic testing of U.S. blood donations to identify SARS-CoV-2-reactive antibodies: December 2019-January 2020 | Clinical Infectious Diseases | Oxford Academic

•   WSJ: Biden’s Economic Team Charts a New Course for Globalization, With Trumpian Undertones

•   WSJ: Coronavirus Stimulus Talks Restart as Centrists Unveil Bipartisan Plan

•   WSJ: Global Economy Faces Hard Winter Despite Covid-19 Vaccine Hopes

•   WSJ: Joe Biden Introduces Team He Says Will Help Economy Recover After Coronavirus

•   WSJ: NATO Should Expand Its Focus to Include China, Report Says

•   WSJ: Partisan Fight Over Fed Lending Programs Escalates

•   WSJ: Over Fed Objections, Lending Programs Will Expire. Here’s What Happens Next.

•   WSJ: The Covid Pandemic Could Cut Business Travel by 36%—Permanently

•   WSJ: Shoppers Spent Less Over Black Friday Weekend

•   WSJ: Top ECB Official Privately Called Investors, Banks After Key Policy Decisions

•   WSJ: Canada’s Covid-19 Response Is to Spend Heavily and Ignore the Deficit—for Now

•   WSJ: A New Setback for Big Cities as Return to the Office Fades

•   WSJ: BlackRock Emerges as Wall Street Player in Biden Administration

•   WSJ: Salesforce Confirms Deal to Buy Slack for $27.7 Billion

•   NYT: As Trump Attacks Georgia Republicans, Party Worries About Senate Races

•   NYT: Giuliani Is Said to Have Discussed a Pardon With Trump

•   NYT: These ‘Little Land Mines’ Could Prevent a Summertime Boom

•   NYT: Reinventing Workers for the Post-Covid Economy

•   NYT: Biden Faces a Balancing Act in Choosing Top Aides With Business Ties

•   WP: Government should take bigger role in promoting U.S. technology or risk losing ground to China, commission says

※   U.S.-China Economic and Security Review Commission: 2020 Annual Report to Congress

•   WP: Barr says he hasn’t seen fraud that could affect the election outcome

•   WP: Europe's schools stay open in covid second wave, while U.S. schools close

•   WP: Vaccine advisory committee prepares recommendations for priority groups most vulnerable to covid-19

•   WP: Bipartisan group of senators announces $908 billion stimulus plan, aiming to break logjam

•   WP: Giuliani? Manafort? Himself? Here’s whom a lame-duck Trump could pardon.

•   WP: In Siberian coal country, signs of Russia’s shrinking population are everywhere. It ‘haunts’ Putin.

•   FT: Virus vaccines offer hope for global economic recovery, OECD says

※   OECD: OECD Economic Outlook, December 2020

•   FT: Covid vaccinations in EU unlikely to start before next year

•   FT: Biden’s renewable energy deadline too ambitious says power boss

•   FT: Iran parliament backs nuclear enrichment

•   FT: Johnson suffers big Tory revolt as MPs approve England’s Covid curbs

•   FT: Johnson introduces bill to scrap fixed-term parliaments

•   FT: UK loses out to EU in trade with global markets ahead of Brexit

•   FT: UK fishing industry caught between rock and hard place on trade talks

•   FT: Sweden recommends children of Covid sufferers should stay at home

•   FT: Venezuelan opposition envoy quits as anti-Maduro coalition frays

•   FT: Joe Biden’s vow to end US ‘love affair’ with autocrats meets early test

•   FT: Germany frets about its coronavirus debt mountain

•   FT: Belt and Road pollution blacklist discourages fossil fuel investments

•   FT: Trump exit prompts calls for arms control offer to Kim Jong Un

•   FT: A murder in Tehran may signal elections in Jerusalem

•   FT: S&P Global’s $44bn deal shows data is the oil of the 21st century

•   FT: ‘Foreign agent’: Putin’s new crackdown on the opposition

•   FT: Can Europe’s oil groups win back investors?

•   FT: Biden’s renewable energy deadline too ambitious says power boss

•   FT: Boris Johnson faces uphill battle to make UK global green finance hub

•   FT: Global investors raise concerns over sale of bankrupt Indian lender

•   FT: China state-owned group caught in default storm owes banks billions

•   Bloomberg: U.S. Accuses China of Seeking to Undo North Korea Sanctions

•   Bloomberg: China Default Fears Curb Year-End Sales of New Dollar Bonds

•   Bloomberg: The Peak Oil Era Is Suddenly Upon Us

•   Bloomberg: Trump Nears ‘Checkmate’ Stage in Last-Gasp Bid to Undo Election

•   Bloomberg: Biden Stokes First Nomination Fight With Pick for Budget Chief

•   Bloomberg: Fed’s Brainard Says More Fiscal Aid Needed to Prevent ‘Scarring’

•   Bloomberg: Mnuchin Says Congress Must Redirect $455 Billion, Not Biden

•   Bloomberg: Yellen Urges Closing Wealth Gap, Boosting U.S. Standing Abroad

•   Bloomberg: Brexit Negotiators Battling to Strike a Deal Before Next Week

•   Bloomberg: Asia’s Export Engines Tow a Weary World Economy Along

•   Bloomberg: ECB’s Schnabel Warns Against Hopes for Blockbuster Stimulus

•   Bloomberg: Trump Sues to Reverse Wisconsin Election Certification

•   Bloomberg: Vietnam PM Phuc Orders Halt to International Commercial Flights

•   Bloomberg: Biggest U.S. Solar Manufacturer Wants to Keep Trump’s Tariffs

•   Bloomberg: China’s Wolf Warriors Diplomats Slam Australia, Win Fans at Home

•   Reuters: Brazil's Bolsonaro says COVID-19 emergency income aid cannot go on forever

•   Reuters: Turkey's coronavirus death toll hits record for ninth consecutive day

•   Reuters: Vaccine, U.S. election news drive record $76.5 billion inflow to EM: IIF

•   Reuters: Senate confirms two Trump picks for energy regulation panel

•   Reuters: S&P deal for IHS likely to draw antitrust scrutiny from Biden administration

•   Reuters: China gave COVID-19 vaccine candidate to North Korea's Kim, U.S. analyst says

•   Reuters: Factbox: When and which COVID-19 vaccines are likely to be available in Asia

•   CNN: Leaked documents reveal China's mishandling of the early stages of Covid-19 pandemic

•   CNN: The oil industry narrowly avoided an election disaster. Now it's showing signs of life

•   CNN: Big Tech's stock market reign may finally be about to end

•   CNN: Exxon faces $20 billion hit from 'epic failure' of a decade ago

•   NBC: Trump considers 2024 campaign kickoff on Inauguration Day

•   CNBC: Joe Biden’s inaugural committee will accept corporate donations up to $1 million, but bar lobbyists and fossil fuels

•   CNBC: George Soros has changed his mind on Europe amid doubts over the future of the EU

•   CNBC: American investors could pay the price as the U.S. moves to blacklist more Chinese firms

•   CNBC: Senate coronavirus aid proposal calls for $17 billion for airlines

•   Fox Business: Unemployment benefits drop below poverty line in 13 states

•   Fox Business: New mortgage refinance fee goes into effect: What to know

•   Politico: Georgia election official condemns Trump after threat to worker

•   SCMP: Xinjiang: deadline passes for US firms to cut XPCC from supply chains

•   SCMP: Analysis | China pivots to state-corporate partnerships in drive for technology self-reliance

•   SCMP: Speculators zoom in on Shenzhen to flip new homes for quick profit, raising warning of ‘grey rhino’ risks and regulators’ ire

•   SCMP: Is China ripe for a subprime crisis? Regulator sees bank property loans as ‘biggest grey rhino risk’ for financial system

•   SCMP: Chinese cryptocurrency scam ringleaders jailed in US$2.25 billion Ponzi scheme involving PlusToken platform

•   SCMP: China’s trade pivot from US could be a boon for South Korea, Japan and Taiwan

•   매경(P1): 中企 "예산지원 필요없다, 규제 풀라"

•   매경: 소송 휘말려 경영 손놨던 中企…"무죄판결 났지만 적자 늪 빠져"

•   매경: "예산 지원은 `반짝 효과`…규제는 한번 없애면 효과 계속"

•   매경: 대기업 겨냥 52시간제·화평법 `겹규제`…중기는 생존위협 비명

•   매경: 주 52시간 근무제 대비못한 중기 51% "폐업 혹은 일감축소"

•   매경(P1): 미술품 반복해 팔아도 양도세율 20%만 적용

•   매경: `공시가 15억` 老부부, 공동명의땐 내년 종부세 절반으로

•   매경: OECD, 내년 韓성장률 전망 3.1%서 2.8%로 하향 조정

•   매경: "내년 반도체 활황…D램 20%, 낸드 30% 성장"

•   매경: 한국GM 합의안 노조가 뒤집어…노조투표서 54% 반대로 무산

•   매경: "ESG 투자 대세…상반기 ETF에 300억弗 유입"

•   매경: 30대, 아파트 `패닉바잉` 서울 넘어 경기로

•   매경: 서울 매입임대 5곳 중 1곳 `빈집`…통계와 10배差

•   한경(P1): 돌아온 윤석열 "원전 보고 받겠다"

•   한경: 윤석열, 출근 직후 "원전 보고 받겠다"…권력수사 밀어붙이나

•   한경(P1): 주말 하루 5시간 허비…갈 곳 못 찾는 '전기차 충전 난민'

•   한경: 서울 양재 충전소 다시 여는데 1년…수소차 인프라 구축도 '산 넘어 산'

•   한경: 충전소까지 20분, 급속 충전조차 90분…"주말마다 속 터진다"

•   한경: 휘발유·경유 교통환경세 매년 15조원 걷는데…전기차 '0', 형평성 논란

•   한경(P1): 조원태의 승리…대한항공-아시아나 통합 탄력

•   한경: "北, 내달 '핵군축 카드' 꺼낼 가능성"

•   한경: 하도급 갑질' 2년 이상 지속땐 과징금 1.5배까지 더 물린다

•   한경: 부품·소재 강자 '일진', 바이오 사업 진출도

•   한경: 의협 "거리두기 3단계로 높여야"…정부 "지켜보자"

•   서경(P1): [단독]"변화보다 안정"···삼성전자 3인 대표 유지

•   서경: [단독]실적 선방 '트로이카' 재신임···삼성D 대표엔 최주선

•   서경(P1): 과속' 기업규제 3법··· 與, 연내 처리 않기로

•   서경(P1): 2조 빚내 내년 예산 558조 합의···재난지원금 3조·백신 9,000억

•   서경: 나랏빚 2년 새 225조 껑충···954조로 GDP 44% 달해

•   서경: '신흥증시' 굴레 못 벗어나면...외인 '2조 매도 폭탄' 또 맞는다

•   서경: 집값 폭등한 지방, 싼 집은 되레 더 싸졌다

•   서경: “내년 전세 4%·매매 2% 상승”

※   건설정책연구원: 2021년 건설·주택 경기전망 세미나 - YouTube

•   서경TV: [줌인 부동산] 강남 빌딩 갖게된 두산重 ‘대위변제’의 진실은?

•   조선(P1): 원전파일 444개 삭제 공무원, 윗선 묻자 “신내림 받았다”

•   조선: 국민의힘·한국노총 4년 만에 손잡았다

•   조선: 코로나, 코 통해 뇌까지 침투

•   조선: 정부가 띄운 ‘호텔 전셋집’…가보니 취사 안되는 기숙사型

•   조선: “위기 때마다 홍역앓는 외환시장… 채권 담보 외화 조달 시스템 만들자”

•   조선: “올해는 대선으로 미국이 큰 관심, 내년엔 韓·中 등 신흥국 차례”

•   중앙: [단독]북한 또 열병식 준비 중...김정은, 바이든 취임 겨눴나

•   중앙: 독일 로봇, 스위스 바이오…글로벌 강자와 손잡는다

•   중앙: "석달내 재앙" 손정의 위기감 퍼졌다, 5대그룹은 현금 영끌중

•   동아: 현정부 들어 서울 주택 인허가 줄어

•   문화(P1): “6.5ｍ 떨어진 채 식당 5분 머물고도 감염”

•   문화: 신규 확진 서울·경기 251명, 부산도 비상… 55명 추가

•   문화: 발전·일자리 ‘일석이조’… 세계최대규모 신안 해상풍력단지 ‘가속도’

•   쿠키뉴스: 두산인프라코어, 미니굴착기 시장 지각변동 이끈다

•   머니투데이(P1): 최태원식 ESG 경영, 이번엔 '수소'…SK 수소사업단 띄운다

•   머니투데이: 코로나19 집단감염 위험도 계산하니…마트보다 지하철이 더 위험

•   머니투데이: 건설업계 '중대재해법' 반대 청원…"무리한 입법"

•   헤럴드경제(P1): 초유의 불확실성…답답한 재계, 2021 계획 ‘노답’

•   헤럴드경제: [재계 내년 사업계획 ‘시계제로’] 규제·노동비용 눈덩이…대외변수에 투자·고용 엄두도 못내

•   헤럴드경제: [재계 내년 사업계획 ‘시계제로’] 주52시간 강행에…중기 “범법자 되란 말이냐”

•   헤럴드경제: [재계 내년 사업계획 ‘시계제로’] “서울 면적 절반 전통상업보존구역…대형마트 등 출점 사실상 불가능”

•   헤럴드경제: 중부발전 ‘오염물질 감축’ 8000억 추가투자

•   헤럴드경제: 8000만대 팔린 갤노트 ‘퇴장설’ 확산

•   헤럴드경제: 서울 천만멈춤, 수도권은 2+α단계…“어느 장단에 맞추라고?”

•   파이낸셜뉴스: 공인인증서 10일 폐지… 전자서명 선택권 넓어진다

•   파이낸셜뉴스: 대기업 곳간에 쌓은 현금 28兆… 연말 배당 기대감 커진다

•   아시아경제: 두산, 모트롤 물적분할...신규설립법인 주식은 분할사에 100% 배정

•   디지털타임스(P1): 첫발 내딛은 LG에너지솔루션 "2024년 매출 30兆 이상 목표"

•   이데일리(P1): 코로나發 칼바람에 임원 무덤 된 유통산업

•   이데일리: 메모리 초격차 전담하는 삼성 '퀀텀 TFT' …D램에도 EUV 적용

•   이데일리: 미래 청정 에너지 주목 '핵융합 발전' 어떻게 이뤄질까

•   이데일리: 7만원 깔딱고개 걸린 삼성전자…12만원 전망 나오는 이유

•   이데일리: 올해 코스피에 산타 선물 배달될까…연말 랠리 기대감 고조

•   이데일리: [만났습니다]①"혼다·테슬라 키운 건 환경규제…대비한 기업만 생존"

•   이데일리: [만났습니다]②"기후변화 피해자 청년층 목소리에 귀 기울여야"

•   연합: 한빛 5호기 부실 공사 규명해달라…원안위, 검찰 수사 의뢰

•   연합: 두산중공업, 유상증자 신주 발행가액 9천980원 확정

•   뉴스핌: 2020년 전기차의 해, 2021년은 수소 연료전지가 증시 강타한다

•   뉴스1: 남부발전, 서귀포 LNG 복합발전소 준공…국내 첫 스마트발전소

•   뉴스1: 두산밥캣, 美단독주택 착공량 증가로 웃는다…내년 북미매출 32% 증가 기대

•   아주경제: ESG 경영 시대…기업들 ‘그린 에너지’로 대이동

•   아주경제: "포스트 코로나 시대, 미·중 간 기축통화 전략경쟁이 화두"

•   매일일보: 2021년 재계 순위 요동친다… 1위 삼성 빼고 다 바뀌나?

•   초이스경제: "두산인프라코어, 중국시장 하향가능성 주시해야"...KB증권

•   FuelCellsWorks: Green Hydrogen: Using Solar Energy for Water Splitting

•   에너지경제: RPS 입찰 탄소인증 배점에 사업자간 내분으로 쪼개지는 태양광업계

•   KHL: Cat Command a step closer

•   KHL: Cat unveils ‘Next Gen’ compact excavators

•   Equipment Journal: Liebherr develops the world’s first battery-powered crawler cranes

•   For Construction Pros: 2021 State of Road Building: Our Nation is Ready to Make Infrastructure a Priority

•   For Construction Pros: Construction and the Pandemic from an Affordable Housing Provider's Perspective

•   OilPrice.com: U.S. Oil Demand Set To Soar In The Coming Months | OilPrice.com

•   OilPrice.com: Tackling The Natural Gas Industry’s Biggest Problem | OilPrice.com

•   OilPrice.com: U.S. Briefly Became Net Petroleum Importer This Year | OilPrice.com

•   전자신문: 두산그룹, 분당 신사옥 입주 시작

•   디지털데일리: 갤럭시S21 이런 모습?…디자인 바뀐 새 렌더링 등장

•   Phone Arena: Samsung said to be planning big price cuts for 5G Galaxy S21 series

•   로봇신문: 로봇신문 '2020 올해의 대한민국 로봇기업' 선정

•   Nikkei Asian Review: Japan awaits US ambassador with direct access to Biden

•   Nikkei Asian Review: Team America is back. But is Asia ready to welcome it?

•   Japan Times: Japan urges South Korea to end tariffs on steel bars after WTO ruling

•   Business Standard: We never mentioned we'd vaccinate entire population, says Health ministry

•   Business Standard: Govt's meeting with farmers ends in deadlock; next round of talks on Dec 3

•   Jakarta Post: [ANALYSIS] Stimulating a recovery amid the pandemic

•   Jakarta Post: Indonesia to spend less than expected of COVID-19 budget by year-end

•   Myanmar Times: Myanmar to expand national grid, build more power stations

•   Times of Israel: Iranian Revolutionary Guards commander reported killed in drone strike

[Opinions]

•   Project Syndicate(Philippe Legrain): Philippe Legrain Says More…

•   Project Syndicate(Joschka Fischer): China Won 2020

•   Project Syndicate(Tom Bollyky, Elmira Bayrasli): Could Vaccine Nationalism Prolong the Pandemic?

•   Project Syndicate(Jeffrey D. Sachs): Mission Sustainable Development

•   Project Syndicate(Mariana Mazzucato, Henry Lishi Li, Els Torreele): Designing Vaccines for People, Not Profits

•   Project Syndicate(Kaushik Basu): Language and Lockdowns

•   Project Syndicate(Harold James): The Financial Equivalent of a Vaccine

•   FT(Editorial Board): Fisheries should not block a Brexit deal

•   FT(Editorial Board): Reckless killing in Iran endangers Biden’s nuclear plan

•   FT(Martin Wolf): A light shines in the gloom cast by Covid-19

•   FT(Benjamin Parkin): Indian bank shake-up proposal stirs concern over corporate power

•   FT(Marietje Schaake): China’s move on Ant makes the fight on Big Tech global

•   FT(Lex): Electricity industry/climate change: playing it cool

•   WSJ(Walter Russell Mead): Germany Won’t Take Portugal’s EU Split

•   WSJ(William A. Galston): A Christmas Compromise on Covid Relief?

•   WSJ(William McGurn): Trump’s March to Atlanta

•   WSJ(Rahm Emanuel): How Biden Can Break the Senate Stonewall

•   WSJ(Lance Morrow): An Unfunny Thing Happened on the Way to 2021

•   NYT(Editorial Board): A Responsible Withdrawal From Afghanistan

•   NYT(Editorial Board): How to End a Forever War

•   NYT(Paul Krugman): How Will Biden Deal With Republican Sabotage?

•   WP(Editorial Board): Sweden's pandemic experiment flopped. Now it faces a wave of pain.

•   WP(Catherine Rampell): Trump's Schedule F executive order lays the groundwork for a massive government-wide purge on his way out the door

•   WP(Max Boot): Trump won’t concede because it’s so profitable to keep the con going

•   WP(Dana Milbank): At the White House, Capitol and Supreme Court, Trump goes on a spree of sabotage

•   WP(Marc A. Thiessen): Trump risks a GOP disaster in Georgia

•   WP(Greg Sargent): Georgia Republicans beg Trump to release them from his prison of lies

•   WP(Megan McArdle): What changes after covid-19? I’m betting on everything.

•   WP(Michael Gerson): The Trump era could have been even worse

•   WP(Charles Lane): Presidents should use the pardon power more — just not like Trump

•   Bloomberg(David Fickling): Even Exxon Mobil Is Capitulating to Peak Oil Demand

•   Bloomberg(Conor Sen): Homebuyers Brace for Pain in a Post-Pandemic Market

•   Bloomberg(Justin Fox): The True Shape of the Covid-19 Pandemic May Surprise You

•   Bloomberg(Tim Duy): Get Ready for a Supercharged Economy

•   Bloomberg(Brian Chappatta): Bond Traders Dare to Bet on a Fiscal Bridge to Vaccine

•   Bloomberg(Julian Lee): OPEC's Lost Its Team Spirit

•   Bloomberg(Jonathan Bernstein): Politics May Not Be Doomed to Dysfunction

•   Bloomberg(Jonathan Bernstein): The OMB Director Shouldn’t Be ‘Partisan’? That’s a New One

•   Bloomberg(Eli Lake): On the Iran Nuclear Deal, Israel Gets a Vote

•   Bloomberg(Noah Feldman): Pardoning Giuliani Would Put Trump in Legal Jeopardy

•   Bloomberg(Ferdinando Giugliano): When Is a Private Chat With the ECB OK?

•   Bloomberg(Ferdinando Giugliano): Italy Reverts to Its Bad Old Habits

•   CNN(Frida Ghitis): Biden's genius move (opinion)

•   CNN(Michael J. Hicks): What Biden's top economic priority must be

•   CNN(Lincoln Mitchell): Where Biden got the votes that helped push him over the top

•   MarketWatch(Mark Hulbert): Why the 2020s could favor market-timers over buy-and-hold U.S. stock investors

•   MarketWatch(Brett Arends): The lockdowns are causing their own pandemic

•   Reuters(John Kemp): COLUMN-Positive oil outlook draws in fund managers

•   Reuters(Clyde Russell): Don't mention iron ore: China and Australia dance around the big issue

•   서경(정용훈): 원자력 없이 탄소 중립 불가능하다

•   문화(최병선): 탈원전, 통치행위 아닌 이념형 정책… 추진과정 ‘적법절차’ 어기면 수사대상