Business Intelligence Monitor 201203

(Introduction)

[Markets]

•   Global: Equities hover near record highs as stimulus hopes build

※   Macro 백업표

※   Industry 백업표

•   US: FuelCell Energy stock drops after share offering

•   한국: 코스피 이틀째 사상 최고치 경신…2,670대

•   한국: 삼성전자 7만원'… 경제, 반도체發 훈풍 분다

•   한국: 수소사업 팔 걷은 SK, 주가 이틀째 강세

•   한국: 두산그룹주 혼조, 오리콤 상한가 두산퓨얼셀 두산중공업 하락

•   Metals: Copper down as firm dollar prompts profit taking

•   Grains: U.S. soy futures sag on improving Brazil weather; wheat rallies

[Indicators]

•   US Nov. Employment(ADP): U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show

•   US Weekly Mortgage rates·applications: Mortgage demand from homebuyers spikes 28%, and the average loan amount sets a record high

•   Eurozone Oct. Employment·PPI: Euro zone producer prices up in October, unemployment falls

•   Germany Oct. Retail sales: German retail sales rebound before partial lockdown

•   한국 3분기 예금취급기관 산업별 대출금: 빚으로 버티는 자영업자… 3분기 대출 388조 ‘최대’

•   한국 11월 CPI: 11월 소비자물가 0.6% 상승…두달 연속 0%대

•   한국 11월 외환보유액: 11월 외환보유액 99억달러 늘며 또 최대…10여년만에 최대폭↑

•   한국 11월 요구불예금 잔액: '갈 곳 잃은 돈' 올해 은행서만 114조 더 늘었다

•   Japan Nov. Consumer Confidence: Japan Nov. consumer confidence continues to improve but pace slows

•   Vietnam Nov. FDI: Pandemic drags down FDI attraction

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Pace of U.S. Recovery Picked Up This Fall, Fed’s Beige Book Says

※   Fed: Beige Book - December 2, 2020

•   WSJ: Congress Sets Stage for Exiling Chinese Stocks From U.S. Over Audit Dispute

•   WSJ: China Has One Powerful Friend Left in the U.S.: Wall Street

•   WSJ: China’s Covid-19 Comeback Lifts Iron Ore

•   WSJ: Coronavirus Stimulus Efforts Show Momentum

•   WSJ: Mnuchin Defends Decision to End Fed Lending Programs

•   WSJ: New PPP Data Show Coronavirus Aid Flowed to Large and Small Firms Alike

•   WSJ: Biden to Have a Better Economy in 2021 Than in 2009, But Worse Options

•   WSJ: ECB Official Defends Private Calls to Investors and Banks After Policy Meetings

•   WSJ: Senate Moves to Confirm Trump Fed Nominee Waller, But Shelton’s Candidacy Hits Likely Dead End

•   WSJ: Dallas Fed President Kaplan: Guidance Will Be Needed on Asset Purchases

•   WSJ: Big Companies Urge Biden, Congress to Address Climate Change

•   WSJ: Judge in Google Antitrust Case Weighs How to Protect Business Secrets

•   WSJ: North Korean Hackers Are Said to Have Targeted Companies Working on Covid-19 Vaccines

•   WSJ: How a Couple’s Quest to Cure Cancer Led to the West’s First Covid-19 Vaccine

•   NYT: The UK Just Approved the Pfizer Covid Vaccine. What Happens Next?

•   NYT: Can Trump Pre-emptively Pardon Himself? Clemency Power, Explained

•   NYT: After Biden Win, Nation’s Republicans Fear the Economy Ahead

•   WP: Health-care workers will be vaccinated first. For now, they’re handling a surge in hospitalizations.

•   WP: William Barr gets the cold shoulder from the White House

•   WP: U.S. embassy in Baghdad, Iraq to reduce staff as Iran tensions rise

•   WP: Ivanka Trump’s political ambitions seek new home after her departure from the White House

•   WP: Afghan-Taliban peace talks see first signs of progress

•   WP: Joshua Wong, Agnes Chow, Ivan Lam are sent to prison over Hong Kong democracy protests

•   WP: Pfizer’s coronavirus vaccine requires extreme cold. This Italian company wants to provide it.

•   WP: Biden’s economic team set to prepare ambitious recovery plan, challenging Republicans’ renewed debt worries

•   WP: The Trump-fueled peril for the GOP in Georgia

•   WP: Biden plans to reverse Trump immigration restrictions, but risks of new border crisis looms

•   WP: CDC says 2-week coronavirus quarantines can be cut to 10 or 7 days

•   WP: Biden's early picks prompt concern from Black groups about too few Black senior officials

•   FT: UK set for Covid vaccinations ‘next week’ after regulatory approval

•   FT: How UK approved BioNTech/Pfizer vaccine ahead of EU

•   FT: How the UK will unroll its ‘biggest vaccine programme in history’

•   FT: Joe Biden considers appointing a White House tsar for Asia

•   FT: IMF chief warns against complacency on global economy

•   FT: US wind project delay pushes approval to Biden era

•   FT: EU capitals urge Barnier to take tougher line with UK

•   FT: Brussels considers creating recovery fund without Hungary and Poland

•   FT: Putin orders mass voluntary Covid vaccinations from next week

•   FT: Covid crisis fuels global wage inequality

※   ILO: COVID-19 drives wages down, new ILO report finds

•   FT: US and EU may struggle to unite on how to tackle China

•   FT: Investors unwind bets that Bank of England will cut rates below zero

•   FT: Trump seeks to use defence bill to strip social media groups of immunity

•   FT: Johnson weighs pledging Britain to tougher emissions cuts target

•   FT: Labour leadership split on whether to back Boris Johnson’s Brexit deal

•   FT: Macron seeks quick escape from security law fiasco

•   FT: EU must look to Asia, as well as rebuilding trust with US

•   FT: SoftBank abandons its ‘Nasdaq whale’ bets

•   FT: UBS chairman backs London to remain Europe’s top financial centre

•   FT: Cars will cost more in UK after Brexit, says industry chief

•   FT: Violent crackdown fails to silence Belarus protesters

•   FT: Chinese state-backed funds invest in US tech despite Washington curbs

•   FT: Manufacturers look to India to tap market and diversify supply chains

•   FT: China rating agencies stand by SOEs despite default spree

•   Bloomberg: Biden Offers Transatlantic Embrace to EU’s Already Open Arms

※   European Commission: EU-US: A new transatlantic agenda for global change

•   Bloomberg: U.K.’s Hot Housing Market Highlights Covid’s Two-Speed Economy

•   Bloomberg: Iran Approves Bill to End Nuclear Inspections in Blow to Biden

•   Bloomberg: U.S. Farm Profit on Track for Seven-Year High After Trump Aid

•   Bloomberg: Saudi Arabia, Qatar Near U.S.-Brokered Deal to End Lengthy Rift

•   Bloomberg: The End of a Wonderful Friendship and the Beginning of Trade Woes

•   Bloomberg: Globalization is Alive and Kicking in Trade’s Big 2020 Comeback

•   Bloomberg: U.S., EU Renew Push to Settle Boeing-Airbus Subsidy Dispute

•   Bloomberg: ECB’s Kazaks Backs Longer Bond-Buying in Stimulus Boost

•   Bloomberg: ‘Made in China,’ Once a Badge of Derision, Finds New Fans—in China

•   Bloomberg: Australia Says It Won’t Give Ground on China’s Grievances

•   Bloomberg: Germany Extends Partial Lockdown Until Jan. 10 to Curb Virus

•   Bloomberg: Brexit Squabble Clouds Boris Johnson’s Day of Vaccine ‘Triumph’

•   Bloomberg: U.S. Imports of Saudi Crude Oil Fall to Lowest in Three Decades

•   Bloomberg: Powell Says No Rift With Mnuchin, Signals Fed Not Stepping Back

•   Bloomberg: Powell Says No Rush to Taper Bond Purchases, Mum on Doing More

•   Bloomberg: OPEC+ Said to Focus on Proposals for Gradual Taper of Cuts

•   Bloomberg: Sidney Powell’s Dominion Quest in Georgia Gets Expedited Appeal

•   Bloomberg: Global Temperatures Already 1.2ºC Above Pre-Industrial Levels

•   Bloomberg: Korea Dollar Bonds Outperform as Investors Switch Out of China

•   Bloomberg: Copper Bonanza Is Emboldening Unions in Biggest-Producing Nation

•   Bloomberg: China Coking Coal Surges as Covid Throttles Mongolia Border

•   Reuters: Moderna CEO expects emergency use nod for COVID-19 vaccine shortly after FDA's December 17 meet

•   Reuters: AstraZeneca U.S. COVID-19 vaccine trial results likely in late-Jan, says health official

•   Reuters: French PM says European regulator should soon approve COVID-19 vaccine

•   Reuters: U.S. says U.N. COVID-19 meeting is stage for Chinese 'propaganda'

•   Reuters: U.S. government releases more data on millions of businesses that took pandemic aid

•   Reuters: Chinese researchers quit U.S.; agents target Biden team: U.S. officials

•   Reuters: India coronavirus cases stay below 50k for 25th straight day

•   Reuters: Fact check: Sweden has not achieved herd immunity, is not proof that lockdowns are useless

•   Reuters: Analysis: Biden economic team pledges more equal U.S. after COVID-19 labor crisis

•   CNBC: CDC director warns the next few months could be ‘the most difficult in the public health history of this nation’

•   CNBC: Trump Covid vaccine czar says U.S. should be able to immunize nearly third of population by end of February

•   CNBC: WHO says Covid vaccine approval is like arriving at base camp: ‘We still have to climb the mountain’

•   CNBC: Delay in vaccine rollout is the top economic risk, ECB Stournaras

•   CNBC: What Yellen's nomination as Treasury secretary means for China, trade

•   CNBC: Porsche investing $24 million in ‘e-fuels’ to supplement electrification of sports cars

•   MarketWatch: What we still don’t know about COVID vaccines after the U.K.’s emergency-use authorization of the Pfizer-BioNTech candidate

•   Hill: S&P Global economist: US economy will fall into double-dip recession without stimulus | TheHill

•   SCMP: China-Australia relations: what could bring their bilateral battle to an end?

•   SCMP: As Joe Biden faces a China emboldened in its race to tech supremacy, what policies will he pursue?

•   SCMP: China probably won’t join trade deal that has replaced TPP, says former US negotiator

•   SCMP: Joe Biden should repair US alliances before meeting with Xi Jinping, China analysts say

•   SCMP: US, China should address trade gap, humanity’s shared challenges like coronavirus and climate change, former trade envoy Long Yongtu says

•   SCMP: China’s former trade chief hits out at ‘groundless’ claims country cannot join CPTPP

•   SCMP: China’s ageing population: how the gravity of greying will affect nation’s plans to boost economy

•   Global Times: China, Russia to expand economic, energy and agriculture cooperation

•   Global Times: Think tank launched to lead BRI countries’ green development, construction, investment

•   매경(P1): 이재용의 뉴삼성 `50대 젊은피` 쇄신

•   매경: 삼성, 메모리·파운드리 수장 동시교체…반도체 초격차 고삐 죈다

•   매경: 디스플레이 대표 최주선, SDS는 황성우

•   매경: 이재용 회장취임 보류…내년초 주총서 윤곽

•   매경(P1): 고령자도 외국인력도 못구해…中企 `비명`

•   매경: 일손 못구해 공장 `스톱`…지방 공단엔 `누구나 채용` 현수막만

•   매경: "내달 주52시간 시행되면 中企 공멸"

•   매경: 서울 전세 한달간 2391만원 급등…최저임금근로자 연봉마저 추월

•   매경: 與 "기업규제법 마지노선 9일"

•   매경: 산재 발생땐 사업주 처벌?…재계 "몽둥이질보다 예방을"

•   매경: "저탄소 경제는 새로운 글로벌 질서"

※   산업부: 탄소중립 시대, 글로벌 저탄소 경제질서에 대한 산업과 기업의 대응전략 모색

•   매경: "수출 총력지원"…정부, 대형선박 3척 긴급 투입

•   매경: "반도체시장 내년 8% 성장"

※   WSTS: WSTS Semiconductor Market Forecast Fall 2020

•   매경: 김영주 무협 회장 "내년 수출 6% 증가"

※   국제무역연구원: 2020년 수출입 평가 및 2021년 전망

•   매경: 10명중 7명 "내년 집 살 계획"…아파트 매입·신규청약 선호

•   매경: `30평대 빌라` 지어 전세난 해결하겠다지만…

※   국토부: 내년부터 도심 내 넓고 쾌적한 공공 전세주택 1.8만호(21년·22년) 공급

•   매경: [Biz times] 中企 낡은 공장 생존 갈림길…1만유로면 디지털 날개 달아요

•   매경: [View&Outlook] "코로나 팬데믹·기후변화위기 넘으려면 韓기업이 글로벌시장서 핵심 역할해야"

•   매경: [Science in Biz] 하이퍼루프 터널에 도전장 내민 포스코

•   한경(P1): 558조원 '초슈퍼 예산' 통과…재정 악화 '나 몰라라'

•   한경: 한국판 뉴딜서 2조 '찔끔' 깎고…지역 민원 예산은 줄줄이 증액

•   한경: "3차 재난지원금 3조원 이상 책정…이르면 1월 초 선별 지급"

•   한경: 지도부 면전에서 쓴소리한 野 중진들…"나랏빚 증가 용인한 꼴"

•   한경: 한국판 뉴딜서 6000억 '찔끔' 깎고…나랏빚 3조5000억 늘렸다

•   한경: 소득세 최고세율 42%→45%…간이과세자 기준 매출 8000만원으로

•   한경: 법사위, 자본시장법 등 80여 개 비쟁점 법안 처리

•   한경: 주가 하락에 1억 베팅…'빚투' 직장인 A씨의 눈물

•   한경: 국민의힘도 '중대재해처벌법' 발의…입법 경쟁에 가세

•   한경: "AI가 산업을 바꾼다…국가 프로젝트 절실한 시점"

•   한경: 경기 회복기 투자전략…삼성전자는 '롱' TSMC는 '쇼트'

•   한경: 애플도 '접는 폰'?…폴더블株, 벌떡 일어설까

•   한경: "개인공매도 규모 1.4조로 늘리자"

•   한경: '2년치 세금' 계산해 그만큼 '월세' 받으면 된다는 집주인들

•   한경: 전셋값 5000만원 넘는 아파트, 서울 89곳…작년보다 61.8% 늘어

•   한경: 올들어 138% 급등한 비트코인…2020 자산시장 '진정한 승자'

•   서경(P1): 尹, 원전 수사부터 챙겼다...산업부 공무원 영장 청구

•   서경: 秋, 親與인사로 '징계위' 재정비..尹, 원전수사로 정면 반격 나서

•   서경(P1): 넓은 세원, 낮은 세율' 조세원칙 무너졌다 [票퓰리즘 조세정책]

•   서경: "세금 내는 사람에게만 더 걷어"...무너진 형평·표적 증세에 '분노'

•   서경: 집 팔라면서 '팔 길' 막아...제 발등 찍은 부동산 세제

•   서경: 이건희 회장 11조...상속세 공포에 떠는 기업들

•   서경: 다시 500명대...2단계 상향 효과 없었다

•   서경: "中, 사드 배치 보복으로 韓 관광 수입 21조 감소"

•   서경: 두산인프라코어 새 주인 이번주 선정···입찰가 높은 현대重 유력

※   현대重 컨소 8,000억 이상 써내

•   서경: 경기회복 기대감에...하이일드 채권 뜨겁네

•   서경: [로펌열전]충정 에너지·발전팀 “화석연료부터 스마트원전까지···전방위 솔루션 제공”

•   조선(P1): 이래서 이용구였나… ‘원전조작의 핵’ 백운규 변호인으로 활약

•   조선: 페리 “北 핵포기는 미션 임파서블”

•   조선: 자가격리자 폭증, 첫 7만명 넘었다

•   조선: [단독] SKT 박정호 부회장 승진, 하이닉스도 함께 맡는다

•   조선: “부동산 매수심리 진정세가 주춤” 홍남기의 말장난

•   조선: ‘SKY’ 출신 대기업 CEO 10년 전의 절반 수준

•   조선비즈: 너도 나도 수소사업… 기대감 크지만, 공급망 구축·그린수소 양산 등 과제 산적

•   중앙: PASS·페이코…올 연말정산부터 민간 인증서도 OK

•   중앙: [현장에서] 호텔 전세, 다세대 예찬…꼬여만 가는 ‘정신 승리’ 부동산정책

•   동아(P1): “혁신의 길, 실수를 두려워하지 않는 조직 만들라”

•   동아: 국내 첫 ‘전기車 배터리 산업화센터’ 설립… 신재생에너지 사용 핵심 도시로 발돋움

•   동아: 석탄발전 줄이는 ‘脫석탄 금고’ 실행… 지자체 등 56개 기관 참여 이끌어

•   동아: “코로나 증상 발생 전후 전염력 가장 높다”

•   문화(P1): 美, 대북제재 위반 신고 전용 새 웹사이트 개설

•   문화: 北 ‘도발로 몸값 높이기’ 시도 차단… 中의 제재 위반사례 조목조목 열거

•   문화: < Science >공기 쓰는 ‘세라믹 新소재 배터리’… 1회 충전으로 1000㎞ 주행

•   문화: 노사협력에 갈린 車업계 실적… 쌍용차↑·한국GM↓

•   문화: 끝 없는 코로나… 기업 신용등급 줄 하락

•   한국(P1): [단독] 친환경 증세가 온다... '탄소세 도입' 본격 검토· 내년 법 정비 목표

•   한국: [단독] 文 정부 친환경 드라이브... 온실가스 감축 목표, 국내 비중 '확' 늘린다

•   한국: 제조업계 "탄소세는 이중과세"..."공정 경제 구조 훼손"

•   한국: “신한울 3·4호기 건설 취소돼도 책임 없다”는 한수원, 법적분쟁 대비

•   국민(P1): 절반도 못 쓴 백신·치료제 예산… 임상 기준 충족 못해 ‘그림의 떡’

•   국민: 2034년 가동 원전 17기…한수원 예상보다 2기 늘었다

•   한겨레(P1): ‘모두를 위한 성장’하려면 국가가 시장 창조자로 나서야

•   머니투데이(P1): 제로백 3.5초·시속 260㎞…현대차 'E-GMP' 테슬라 정조준

•   머니투데이: 기업투자 ESG 꼼꼼하게 살피는 국민연금…'환경' 압박 거세진다

•   머니투데이: [단독]빌라 전세만? 8억 아파트도 '공공전세'로 공급

•   헤럴드경제: 노조법에 밀려…ILO협약 연내비준 좌초되나

•   헤럴드경제: 산업부 “2030세계박람회 부산 유치 희망”

•   헤럴드경제: 전문가 불러 의견까지 청취해 놓고…지주사 ‘CVC 허용’ 국회통과 불발

•   파이낸셜뉴스(P1): 공공임대 3만9천가구 입주자 연내 찾는다

※   기재부: 제11차 부동산시장 점검 관계장관회의 개최

•   파이낸셜뉴스: 전세난 불똥에 속도전… 공실 임대주택 끌어모아 한달내 공급 [공공임대 연내 3만9천가구 공급]

•   파이낸셜뉴스: ‘질좋은 임대주택’ 공급에 리츠 활용.. 업계 "통 큰 세제혜택 있어야 활성화"

•   파이낸셜뉴스: 화웨이發 뜻밖의 호재로 D램값 꿈틀…"내년 슈퍼사이클 온다" [반도체 다시 날개]

•   파이낸셜뉴스: "전세계 재생에너지사업에 10년간 1경7600조 투자"

※   일자리위원회: ‘한국판 뉴딜과 일자리’ 컨퍼런스 개최

•   파이낸셜뉴스: 공공재개발 후보지 14곳 경합… 공공재건축은 참여 저조

•   파이낸셜뉴스: 5G망 투자하면 '3% 세액공제'에 3% 더 준다

•   아시아경제: [단독]다음은 집중투표제…법무부 "적극 공감, 2조 이상 회사 적정…효과 분석하겠다"

•   아시아경제: [단독]자영업자 포함 '소득보험'·'전환기 기본소득' 중점 검토…민주당 '신(新)복지'

•   디지털타임스: "클라우드 채택속도 가속화"… AWS 연례 콘퍼런스 열려

•   이데일리(P1): 코로나발 구조조정 막 올랐다…기업 10곳 중 3곳 감원 칼바람

•   이데일리: 대기업은 군살빼기, 중소기업은 제살깎기…인력구조조정도 ‘양극화’

•   이데일리: 고용지원금 끊기면 실직…"기간 연장해야" Vs"사업주 악용 우려"

•   이데일리: "코로나19發 구조조정 현실화…집단적 노사 갈등 증가할 것"

•   이데일리: 軍 최초 공격형 드론, 민간 신기술로 1년 내 도입 추진

•   이데일리: "개소세 막차 타세요"..車업계 연말 할인 경쟁

•   이데일리: 강창일 “징용 문제, 韓정부의 채권인수 또는 韓기업의 대위변제로 해결”

•   연합: 한빛 5호기 원자로 헤드 부실 공사 은폐했나…"검찰이 밝혀달라"

•   연합인포맥스: 산업부, 내년도 예산 11.1조 확정…소부장 예산 지속 확대 - 연합인포맥스

•   연합인포맥스: 서울채권시장이 A급 회사채로 눈길을 보내는 이유는 - 연합인포맥스

•   이투데이: 대신증권 “한ㆍ미ㆍ일, 2050년 탄소배출 제로…신재생 에너지 투자 확대”

•   EBN: 두산인프라 새 주인 곧 윤곽…현대重 유력한 이유

•   비즈니스포스트: 두산중공업 친환경발전 수주 적극, 박지원 무기로 디지털솔루션 키워

•   비즈니스포스트: 두산중공업, 친환경발전사업 중심 국내 신재생에너지사업 주도 가능

•   비즈니스포스트: 두산퓨얼셀 주가 상승 가능, "연료전지시장 급성장해 수혜 커져"

•   CEO스코어데일리: 서울 전세난에 두산건설 '일산 만성 미분양' 집값도 '들썩'

•   에너지경제: 전력시장 도매가격 SMP 바닥 쳤나…3개월만 최고치 기록

•   에너지데일리: “새만금, RE100·그린수소 클러스터로 거듭난다”

•   KHL: AEM urges EU, US to negotiate tariff solution

•   대한경제: 내년 초 공공기관 CEO 물갈이 큰 장이 선다

•   OilPrice.com: How 3D Printing Will Reshape The Oil And Gas Industry | OilPrice.com

•   OilPrice.com: Traders Haven’t Been This Bullish On Oil Since August | OilPrice.com

•   OilPrice.com: India Hopes To Restart Oil Imports From Iran, Venezuela | OilPrice.com

•   OilPrice.com: Is OPEC Finally Making Progress Towards An Oil Output Deal? | OilPrice.com

•   OilPrice.com: U.S. Coal Output Capacity Has Plunged 28% Since 2009 Peak | OilPrice.com

•   MINING.com: Vale reduces 2020 iron ore output forecast

•   MINING.com: Codelco to spend $210m by year-end to keep mines running

•   MIT News: This 3D printer doesn’t gloss over the details

•   Phone Arena: Snapdragon 888 is official, Galaxy S21's chipset beats the iPhone 12 in key 5G specs

•   Phone Arena: The most popular member of Apple's iPhone 12 5G family may come as a surprise

•   Phone Arena: Samsung Galaxy Z Fold 3 release date, price, features and news

•   Hannover Messe News: AI Made in Germany

•   Robotics & Automation News: Toyota unveils two new autonomous warehouse vehicles

•   Robotics Tomorrow: Robots Partnering With Humans: at FPT Industrial Factory 4.0 is Already a Reality Thanks to Collaboration With Comau

•   Robot Report: How the U.S. election could affect the future of autonomous driving, China relations

•   로봇신문: 중국 한스로봇, 새로운 협동로봇 '라라' 발표

•   Nikkei Asian Review: Japan readies for big Olympic crowds with high-tech precautions

•   Nikkei Asian Review: Analysis: China tosses curveball on Senkaku Islands while Biden warms up

•   Nikkei Asian Review: Investors look beyond Hong Kong as China tightens control

•   Nikkei Asian Review: Bob Woodward: Trump mismanaged alliances. Biden has to fix it

•   Mainichi: Bank of Japan eyes corporate financing scheme extension: deputy chief

•   Business Standard: Conditions will improve for Indian corporates next year as economic activity gathers pace: Moody’s

•   Folha de S.Paulo: Without Mentioning Laboratories, Ministry of Health Says that the Pfizer Vaccine Will Not Be Applicable in Brazil

[Opinions]

•   Project Syndicate(William H. Janeway): How Inequality Reduces Growth

•   Project Syndicate(Erik Berglöf): China’s Path to Net Zero

•   Project Syndicate(Ian Buruma): Who Still Loves Trump?

•   Project Syndicate(Diane Coyle): Taking National Investment Seriously

•   Project Syndicate(Joseph E. Stiglitz): What Yellen Must Do

•   Project Syndicate(Xavier Vives): European Banking’s Moment of Merger Truth

•   FT(Editorial Board): Vaccine approval brings a ray of economic hope

•   FT(Editorial Board): A chance to press on with EU banking union

•   FT(Robert Shrimsley): Betrayalism is dragging down Boris Johnson

•   FT(Michelle Seitz): Time for US to address savings crisis for workers

•   FT(Anjana Ahuja): UK approval of Covid vaccine is a giant hooray for science

•   FT(Constanze Stelzenmüller): The west must live up to its own principles on democracy

•   FT(Gary Greenberg): Emerging market cycle shows that quality wins over long-term

•   FT(Lex): Taxing renewables: green is good

•   FT(Lex): Coronavirus/vaccines: spills and spoils

•   FT(Lex): Chinese smartphones: Xiaomi the outlook

•   WSJ(Holman W. Jenkins, Jr.): We Decide How Much Covid

•   WSJ(Jason L. Riley): How to Understand Trump’s Democrats

•   NYT(Thomas L. Friedman): Biden Made Sure ‘Trump Is Not Going to Be President for Four More Years’

※   “I’m not going to make any immediate moves, and the same applies to the tariffs,”

•   NYT(Farhad Manjoo): What South Korea Can Teach Us About Vaccine Hesitancy

•   NYT(Spencer Bokat-Lindell): The Line for a Coronavirus Vaccine Is Forming

•   NYT(Susan E. Rice): Our Democracy’s Near-Death Experience

•   NYT(Nathan Law Kwun Chung and , Alex Chow): Mr. Biden, Keep the Pressure on Hong Kong

•   NYT(Francesca Mari): What’s Between 30 Million Americans and an Eviction Tsunami?

•   NYT(Tom Udall, Charles Grassley): Oil and Gas Companies Keep Taking From Taxpayers. And Taking.

•   WP(Editorial Board): There’s a ray of hope the Senate could at last secure bipartisan pandemic aid

•   WP(Editorial Board): Lies about the coronavirus vaccines are already spreading. How can they be stopped?

•   WP(Max Boot): Trump has appointed a lot of judges. But they won’t necessarily do what he wants.

•   WP(Jennifer Rubin): Republicans have no excuse for opposing Biden’s nominees

•   WP(Jennifer Rubin): Joe Biden’s economic team: What a difference an election makes

•   WP(Jennifer Rubin): If William Barr can admit Trump lost, why can’t other Republicans?

•   WP(E.J. Dionne Jr.): The destructive myth about divided government

•   WP(David Von Drehle): There sure is evidence of fraud. Just not the fraud Trump is ranting about.

•   WP(Paul Waldman): Joe Biden has to move fast

•   WP(Alyssa Rosenberg): To fight covid-19, Biden and Harris should get vaccinated — and do it live on TV

•   WP(Daniel W. Drezner): A Trump-Biden foreign policy?

•   WP(Christopher Krebs): Christopher Krebs: Trump fired me for saying the election wasn't hacked. I'll say it again.

•   WP(Douglas Heye): Georgia’s GOP Senate candidates are running against Trump’s voter fraud fictions

•   Bloomberg(Editorial Board): These Covid-19 Vaccines Are Safe, Right?

•   Bloomberg(Daniel Moss): A Recession Ends, But the Shakeup Is Just Starting

•   Bloomberg(Noah Smith): Biden's Economic Team Knows Compromise Is Overrated

•   Bloomberg(Shuli Ren): China Has a Lesson for Robinhood Traders in the U.S.

•   Bloomberg(John Authers): Believe in Global Reflation? The Dollar Does

•   Bloomberg(Marcus Ashworth): The City of London's Supremacy Goes Very Deep

•   Bloomberg(Jonathan Bernstein): What Biden’s Staff Says About His Presidency

•   Bloomberg(Timothy L. O'Brien): Trump's Election-Fraud Business Is Booming

•   Bloomberg(Andreas Kluth): Hungary and Poland Are Bluffing. Merkel Should Call Them Out

•   Bloomberg(Tim Culpan): Xiaomi Just Sold a Pricey $4 Billion Narrative. Again

•   Bloomberg(Cathy O'Neil): Covid-19 Will Soon Be Like Another 9/11 Every Day

•   Bloomberg(Karen E. Young): How Biden Can Safely Help Iran’s Economy

•   Bloomberg(Daniel Gordis): A New Strategy for Israel’s Arabs: Aiding Netanyahu

•   Bloomberg(Meghan L. O'Sullivan): What Does Success Look Like for a Climate Czar?

•   CNN(Maya MacGuineas): After the pandemic recovery, we must tackle the national debt

•   CNN(Daniel V. Speckhard): For Joe Biden, a key challenge in Central America (Opinion)

•   CNN(Grant Woods): Three groups that stood up for American democracy (opinion)

•   CNN(Jill Filipovic): Neera Tanden is being treated unfairly

•   CNN(Peniel E. Joseph): To win in 2020 and beyond, Democrats need to face 1990s truths

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

•   MarketWatch(Peter Morici): Without any clear mandate, Biden should embrace moderate, practical solutions

•   MarketWatch(Natalie Foster, David Chase): Give Americans a stimulus check by Christmas or small businesses will have an unhappy new year

•   Fox News(Janette Nesheiwat): COVID vaccines have me feeling optimistic. Here's what we must do right now

•   Fox News(Stephen Moore): Biden, progressives, there's bad news -- 2020 election shows US still conservative. Here's why

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

•   매경(사설): 업무복귀한 윤석열, 원전 수사 속도 내야

•   조선(사설): 원전 조작 공무원 “신내림” 궤변, 文은 “3차관 신설” 점입가경 농단

•   문화(사설): 原電자료 폐기 “신내림” 궤변까지 나온 윗선 은폐 공작