Business Intelligence Monitor 201207

(Introduction)

[Markets]

•   Global: Hopes for stimulus drive risky assets higher despite weak U.S. jobs report

•   UK: Pound Falls as Investors Question Progress in Brexit Trade Talks

•   한국: 바이 코리아' 지속에 코스피 사상 첫 2,700선 돌파

※   매경: S&P500 상승률까지 제친 韓증시…`박스피` 굴레 벗었다

※   매경: "글로벌 강세장 올라탔다…내년도 상승흐름 지속"

•   한국: SK케미칼 무려 591% `상승 톱`

•   한국: 김현미장관 교체 발표후…건설株 일제히 급등

•   한국: 3대 엔진' 장착한 현대차, 20만원 탈환 눈앞

•   한국: 두산그룹주 엇갈려, 두산밥캣 두산인프라코어 하락 두산솔루스 상승

•   Metals: Copper strides to highest peaks since 2013 on U.S. stimulus plans

•   Iron ore: Iron ore prices are going ballistic

•   Grains: Wheat posts weekly dip as supply worries ease; corn, soy also lower

•   DRAM: D램 현물價 이달 들어 반등…'큰손' 구글·아마존 구매 재개

[Indicators]

•   US Oct. Factory orders: U.S. factory orders increase more than expected in October

•   US Oct. Balance of trade: U.S. Exports, Imports Rise for Fifth Month as Shipments to China Hit a Record

•   US Nov. Nonfarm payrolls: U.S. Added 245,000 Jobs Last Month as Hiring Slowed

•   US Q4 GDP Nowcast: Dec 04, 2020: New York Fed Staff Nowcast

•   US Q4 GDP Nowcast: Latest estimate: 11.2 percent — December 4, 2020

•   Germany Oct. Factory orders: German Factory Orders Surpassed Pre-Pandemic Levels in October

•   UK Nov. Construction orders: UK construction orders rise at fastest pace since 2014

•   한국 10월 경상수지: 10월 경상 흑자 117억달러…"올해 650억달러 달성 가능"

•   한국 11월 외국인 증권투자: 外人, 지난달 상장주식 5조원 순매수… 7년여만에 최대

•   한국 주간 주택시장 동향(KB): "서울 집이 싸보여" 다시 매수자들 발길 잦아졌다

•   한국 2021년 1분기 수출산업경기전망지수: "내년 초 수출 4년 내 최대 호황…석유·반도체·車 회복 기대"

•   India Oct. Coal import: India’s coal import drops 19% during Apr-Oct this fiscal

•   India Benchmark rates: India struggles to tame inflation despite economic contraction

※   RBI: Monetary Policy Statement, 2020-21 Resolution of the Monetary Policy Committee (MPC) December 2-4, 2020

•   Philippine Nov. CPI: Quicker Philippine Inflation Could Keep Central Bank on Hold

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. in Talks With Huawei Finance Chief Meng Wanzhou About Resolving Criminal Charges

•   WSJ: Soaring Metals Prices Signal Bets on Global Economic Recovery

•   WSJ: Weakening Jobs Numbers Spur Covid-19 Aid Efforts

•   WSJ: Fed’s Evans, Disappointed by Jobs Data, Isn’t Ready for More Fed Stimulus

•   WSJ: Kudlow Calls for Extension of Enhanced U.S. Jobless Benefits

•   WSJ: Congress Moves to Block Trump’s Troop Cuts in Germany

•   WSJ: Long a Holdout From Covid-19 Restrictions, Sweden Ends Its Pandemic Experiment

•   WSJ: Pandemic Pushes Fuel Makers in Richer Countries to the Brink

•   WSJ: Chinese Professor Pleads Guilty in Huawei Theft Case

•   WSJ: Economy Week Ahead: Inflation, Stimulus and Layoffs

•   WSJ: Your Covid-19 Shopping Habits Are Changing What Jobs Are Available

•   WSJ: Europe Seeks to Boost Pandemic-Damaged Economy by Spending

•   WSJ: Pompeo to Head Home to Kansas With Plenty of Alternatives

•   WSJ: Google Spars With Barry Diller’s IAC on Marketing Practices

•   WSJ: Glencore CEO Ivan Glasenberg to Retire After 18 Years at the Helm

•   NYT: Coronavirus Pandemic Upends Public Services and Jobs

•   NYT: The Virus Is Devastating the U.S., and Leaving an Uneven Toll

•   NYT: A Gathering Political Storm Hits Georgia, With Trump on the Way

•   NYT: The Elderly vs. Essential Workers: Who Should Get the Coronavirus Vaccine First?

•   NYT: Republicans Pushed to Restrict Voting. Millions of Americans Pushed Back.

•   NYT: With 3 Billion Packages to Go, Online Shopping Faces Tough Holiday Test

•   NYT: Trump’s Final Days of Rage and Denial

•   NYT: Giuliani has tested positive for the coronavirus, Trump says.

•   NYT: ‘Existential Peril’: Mass Transit Faces Huge Service Cuts Across U.S.

•   NYT: Georgia Officials Warn Trump’s Election Claims Could Hurt G.O.P. in Senate Runoff

•   NYT: How Joe Biden’s Digital Team Tamed the MAGA Internet

•   NYT: A $900 Billion Plan Would Help the Economy, but Not Fix It

•   WP: Vaccines offer hope for end to pandemic, but brutal months lie ahead

•   WP: Coronavirus vaccine supplies fall short of Operation Warp Speed promises

•   WP: Operation Warp Speed chief predicts ‘significant decrease’ in deaths among elderly by end of January

•   WP: Just 27 congressional Republicans acknowledge Biden’s win, Washington Post survey finds

•   WP: Biden and Trump both seeking to project authority in a transition like no other

•   WP: Neera Tanden, Biden’s pick for budget chief, runs a think tank backed by corporate and foreign interests

•   WP: At Georgia rally, Trump spouts election falsehoods, amplifies old grievances

•   WP: How Trump tried to spin his election fraud alternate reality into a pitch for the Georgia GOP senators

•   WP: Defense bill offers Biden’s team a new framework to counter China

•   WP: A gamble pays off in ‘spectacular success’: How the leading coronavirus vaccines made it to the finish line

•   WP: Unemployment, sick leave and housing aid are set to expire in weeks, threatening Americans with sudden financial ruin

•   WP: The difference in how the pandemic has affected the U.S. and South Korea remains staggering

•   FT: Brussels warns Poland and Hungary they cannot stop EU recovery fund

•   FT: China aims to shake US grip on chip design tools

•   FT: Chinese researchers claim to have achieved quantum supremacy

•   FT: UK and EU agree to ‘last throw of the dice’ in Brexit trade deal talks

•   FT: UK trade talks with EU on knife edge, says Irish premier

•   FT: UK ministers warn Brexit trade talks are in a ‘very difficult place’

•   FT: Exhausted negotiators struggle to strike Brexit deal

•   FT: UK set for parliamentary ping pong on law that breaks Brexit treaty

•   FT: ‘Insurgent’ Boris Johnson faces moment of truth on Brexit

•   FT: France issues veto warning as Brexit trade deal talks drag on

•   FT: Brexit wrangle turns into classic Anglo-French confrontation

•   FT: Former EU diplomat says reputation ‘destroyed’ by German spy probe

•   FT: Saudi and Qatar pledge commitment to end Gulf crisis

•   FT: Brussels looks to impose two-tier Big Tech regulation

•   FT: Senior Saudi royal launches tirade against Israel

•   FT: Covid vaccines will be available for private purchase in India

•   FT: Poland’s EU budget veto stokes talk of ‘Polexit’

•   FT: Japan warns against allowing EU to set emission rules

•   FT: Deadline passes for ByteDance to restructure TikTok

•   FT: Brussels urged to heed climate science in sustainable finance rules

•   FT: WHO pulled report on Italy’s ‘chaotic’ first response to Covid-19

•   FT: Manufacturing delays leave UK with fewer vaccines than hoped

•   FT: Bank of England divisions on economic outlook revealed by MPC member

•   FT: Maduro set to cement power in Venezuela’s election

•   FT: Rash of bond defaults tests China’s fixed income fund market

•   FT: EU identity crisis: Poland, Hungary and the fight over Brussels’ values

•   FT: Trump sows post-election chaos and reaps the fundraising rewards

•   FT: Indonesia looks to Biden for more ‘professional’ stance on China

•   FT: US oil producers begin to follow Europe with emissions pledges

•   FT: Why business cannot afford to ignore tech ethics

•   FT: Can the European Central Bank keep the surging euro in check?

•   FT: Tesla customers left waiting after run on branded shorts

•   FT: Nikola: the clues in Trevor Milton’s past that investors missed or ignored

•   FT: Investors seek inflation protection as economic optimism rises

•   FT: Robo-surveillance shifts tone of CEO earnings calls

•   FT: Crisis in retail: the UK town centres struggling to survive

•   FT: ‘Are we going to go through this again?’ A New York hospital braces for second Covid wave

•   FT: Hindu nationalists raise spectre of ‘love jihad’ with marriage law

•   FT: UK challenges other nations with emissions upgrade

•   Bloomberg: Australia Sounds Alarm on Trade as China Row Slams Farm Exports

•   Bloomberg: The Emerging-Market Rally Is Starting to Stir Longevity Doubts

•   Bloomberg: Stock Supply Glut Looming Over Market as Companies Suck In Cash

•   Bloomberg: Iran Says Scientist Was Killed Using Satellite-Controlled Gun

•   Bloomberg: Trump, McConnell Expected to Back Relief Bill, Senator Says

•   Bloomberg: EU Destiny Meets ECB Policy in Pivotal Week for Crisis Recovery

•   Bloomberg: Germany Can Keep Spending to Contend With Pandemic, Merkel Says

•   Bloomberg: ECB May Opt for 12-Month Extension to Emergency Bond Program

•   Bloomberg: Fed Case for Fresh Action Gets Stronger on Soft U.S. Jobs Report

•   Bloomberg: Why Hungary and Poland Are Blocking the EU’s $2.2 Trillion Budget

•   Bloomberg: Iran Prepares to Raise Oil Production as Biden Presidency Nears

•   Bloomberg: China Prepares Large-scale Rollout of Coronavirus Vaccines

•   Bloomberg: Biden Clinches Electoral College Win as California Certifies

•   Bloomberg: Trump Voters End Week With Courtroom Losses in Nevada, Minnesota

•   Bloomberg: OPEC Wrangle Puts UAE’s Ambitions on Display

•   Bloomberg: Even Before Covid 2,600 People a Week Were Leaving New York City

•   Bloomberg: Atomic Heat in Small Packages Gives Big Industry a Climate Option

•   Bloomberg: Russia Starts Preparing for Life After Peak Fossil Fuels

•   Bloomberg: China Prepares Large-Scale Rollout of Covid-19 Vaccines

•   Bloomberg: There’s a Plan to Bury Asia’s Carbon Emissions Under The Ocean

•   Bloomberg: Oil Analysts See Battle for Asian Market Ahead of Peak Demand

•   Reuters: Most of California to be under stay-at-home orders as COVID-19 surges

•   Reuters: Britain gets ready for rollout of Pfizer's COVID-19 vaccine this week

•   Reuters: U.S. ends exchange programs with China, calling them 'propaganda'

•   Reuters: Micron Technologies says power at Taiwan facility restored after outage

•   Reuters: Exclusive: FDA chief had 'robust discussion' with White House about vaccine timelines

•   Reuters: Biden transition, U.S. coronavirus vaccine teams to meet amid surge, distribution questions

•   Reuters: WHO hopes to have 500 million vaccine doses via COVAX scheme in first quarter of 2021 - chief scientist

•   Reuters: Kuwaiti opposition make gains in first parliamentary vote under new emir

•   Reuters: Indonesia receives first COVID vaccine from China's Sinovac

•   Reuters: Moscow rolls out Sputnik V COVID-19 vaccine to most exposed groups

•   Reuters: Denmark to end oil and gas hunt in North Sea in 2050

•   Reuters: Trump administration encourages offshore drilling in final energy push

•   Reuters: Exclusive: China comfortable with yuan rises for now as economy recovers, sources say

•   Reuters: Dollar weakening expected to last into 2021 as risky bets remain

•   Reuters: What inflation? Investors seek protection as price rises beckon

•   Reuters: Explainer: What's behind a feud at Rio Tinto's copper mine in Mongolia

•   Reuters: Explainer: Huge consequences loom over EU-UK trade talks

•   Reuters: Analysis: First U.S. delivery of COVID-19 vaccine will leave out many high-risk workers

•   Reuters: Analysis: Rising economic risks, but Fed likely won't tweak bond-buying for now

•   Reuters: Analysis: As stocks soar, government shutdown looms amid pandemic

•   Reuters: Analysis: Is a post-COVID currency war coming?

•   Reuters: Analysis: U.S. efforts on Huawei executive case may save Canada's stalled China policy

•   Reuters: Analysis: Dealmakers see divided U.S. government favoring mergers and acquisitions

•   CNN: Stocks week ahead: Why the US dollar could be the big loser of 2021

•   CNN: China wants to weaponize its currency. A digital version could help

•   CNBC: Covid-19 deaths could nearly double by April despite vaccines

•   CNBC: Russia, China, Iran, North Korea trying to steal coronavirus vaccine: Krebs

•   CNBC: Middle East facing 'cyber pandemic' amid Covid-19, UAE official says

•   CNBC: U.S. officials suspect Russia in mystery 'attacks' on diplomats in Cuba, China

•   CNBC: Analysts predict further weakness for U.S. dollar next year

•   CNBC: DACA reinstated by judge; Homeland Security ordered to accept applicants

•   CNBC: Any progress on stimulus could give the market a boost in the week ahead

•   CNBC: Covid vaccine: CDC advisor says kids could get shots in the second half of 2021

•   CNBC: CDC’s new Covid quarantine guidance criticized for addressing the wrong problem

•   CNBC: Green hydrogen is gaining traction, but still has massive hurdles to overcome

•   CNBC: JPMorgan says emerging markets are 'under owned,' stocks could rally as much as 20%

•   CNBC: This under-the-radar policy risk could set off a tantrum in rates at the next Fed meeting

•   Fox Business: FDA to hold emergency use authorization hearings for Pfizer, Moderna vaccines

•   Fox Business: Ad spending in Georgia Senate races exceeds $329M since Election Day

•   Fox Business: COVID-19 relief: What's on the table as Congress seeks deal

•   SCMP: US defence bill includes 5G rules to pressure Huawei, ZTE

•   SCMP: Not friends. Not enemies. Where to now for Nato on China?

•   SCMP: China’s grass-roots party members must fall in line to maintain economic stability, President Xi’s top aide says

•   SCMP: China’s Xi Jinping declares victory on poverty alleviation, but warns of ‘unbalanced’ development

•   SCMP: China ‘accepts’ Joe Biden will not rush to remove Donald Trump’s US trade war tariffs, analysts say

•   SCMP: China’s president turns on charm with global business leaders, vowing ‘opportunities’ as nation opens its doors wider

•   SCMP: China’s closer ties with Hong Kong’s bond market to create ‘enormous opportunities’ for city

•   SCMP: Exclusive | Xinjiang: US moves swiftly to enforce ban on cotton products linked to forced labour

•   SCMP: Climate change: China is sowing seeds of industrial and social change to meet Xi Jinping’s carbon neutrality pledge by 2060

•   SCMP: Chinese city to hand out virtual red packets as part of digital yuan trial

•   SCMP: China reveals new generation of top-level government appointees, including an ex-copy machine salesman and fighter jet designer

•   Global Times: China sees major breakthrough in nuclear fusion with artificial sun

•   Global Times: China-US security issues may lead to subversive changes, experts warn

•   Global Times: China tightens regulation of large banks to avoid ‘too big to fail’ problem

•   Global Times: Widening power gap with China increases India’s anxiety but both nations must look to the bright side of ties: experts

•   매경(P1): 삼성전자 미래CEO 31명 부사장 발탁

•   매경: 삼성전자 임원 214명 승진…역대급 `별들의 잔치`

•   매경: 與, 규제3법 단독처리 시동건 날…文 "9일까지 성과 희망"

•   매경: [단독] 집값 책임론 띄우는 野…"박원순 10년 실정때문"

•   매경: 베트남 하늘 열렸다…韓기업인 격리없이 입국

•   매경: 최태원 "인간의 이기심이 환경재앙 초래…ESG가 해법"

•   매경: 외국인이 여의도 56배 땅 소유…美국적 자녀에 증여·상속 봇물

•   매경: 수도권서 전셋값 안오른 과천…결론은 `공급`

•   매경(P1): 수도권 2.5단계…연말이 사라진다

•   매경: 헬스장 "식당은 여는데…마스크 쓰는 우리는 왜 문닫나"

•   매경: 학원·노래방·공연장 영업중단…직장인 3분의 1 재택 권고

•   매경: 장소불문 누구든 감염될 수 있는 상황…무증상자들도 검체 채취해 검사 늘려야

•   매경(P1): 9억이하 주택도 주담대 조여

•   매경(P1): 3%룰·다중대표소송 `직격탄`…중소 중견 지주사가 위험하다

•   매경: 투기세력, 지주사 주식 123억 있으면 시총 2.5조 자회사 흔들어

•   매경: 野 "3%룰 독소조항 수정해야"

•   매경: 대기업 옭아매니…성장 中企들 덩치 안키우려 안간힘

•   매경(P1): 정용진·김택진…개인 팬덤을 기업 서포터로

•   매경: 출시전부터 줄서는 충성고객…경쟁제품 헐뜯으며 대리전도

•   매경: `바퀴달린 컴퓨터` 테슬라…`지구살리기 앞장` 파타고니아

•   매경: 코로나發 소비 한파에…韓성장률 암울하네

•   매경: 비건, 8일 한국온다…사실상 마지막 방한

•   매경: [단독] 연금부채 연내 1000조 넘는다

•   매경: 고소득자 예금 줄이고 주식 늘렸다…10명중 3명 적극 `빚투`

•   매경: 7년만에 휴대폰 반전 노리는 LG `롤러블폰`

•   매경: 휴대폰외 車·반도체로 PI 제품군 넓힌다

•   매경: 전기차 올라탄 현대차…내년 증시도 `씽씽`

•   매경: "美정부, 대기업 회사채 인수 채권시장 유동성 회복 기여"

•   매경: [단독] `월세 세액공제 확대` 없던일로…후임 장관이 해결할 몫

•   매경: 임대 예산은 2.5배 이상 늘고, 내집 마련 예산은 20% 삭감

•   한경(P1): 부동산 24전24패…김현미 결국 교체

•   한경: [단독] 변창흠 국토부 장관 후보자 "공급 불안 잠재우겠다"

•   한경(P1): 내년 '반도체 슈퍼사이클' 온다…'큰손' 구글·아마존 구매 재개

•   한경: [단독] 여야 "특고 고용보험, 적자 불가피…근로자와 떼내야"

•   한경(P1): 中, 이번엔 OLED 인재 빼가기

•   한경: 中 "연봉 10배 줄테니 와라…한국 밟고 OLED 종주국 될 것"

•   한경: OLED 성장세에 중국도 눈독

•   한경(P1): 최태원 SK그룹 회장, 대한상공회의소 회장직 수락할 듯

•   한경: 전경련·경총 목소리 약해지자…'최태원 등판론' 부상에 결심 굳힌 듯

•   한경(P1): 핀테크보다 의식주 벤처…12兆 몰렸다

•   한경: "코로나 상황 악화 땐 내년 韓경제에 2차 충격"

•   한경: 與與 갈등에…'반쪽 CVC법'마저 물건너가나

•   한경: 변창흠號에 바라는 시장의 목소리…"임대차法·대출규제 손봐야"

•   한경: 토지임대부·환매조건부 주택 도입 '급물살' 타나

•   한경: "블록체인 내년 최대 화두는 디지털화폐 실험"

•   한경: 인터넷銀 신용대출도 1조 급증

•   한경: '이머징' 라이징…내년 신흥국 증시 날개 편다

•   한경: 내년 2분기께 달러 약세 멈출 가능성

•   한경: 105층 마천루 꿈 접나…삼성동 GBC 두고 고민하는 정의선

•   한경: 오죽하면…만화·만평 그린 전경련 직원들

•   한경: 5G 28GHz 대역 실증 서비스 시작

•   한경: ETRI '초고화질 드론' 띄운다

•   한경: 살길' 찾는 SMIC…中에 반도체 공장 짓는다

•   서경(P1): 내년 환율 900원대 전망···수출산업 환차손 비상

•   서경: 수출 회복세인데···"환율 10원 하락 땐 車 매출 4,000억 감소"

•   서경: 이주열 구두개입 당일에도 미끄럼...'원·달러 환율 급락' 출구 안보인다

•   서경: [단독] 종부세 세율 인상으로 5년간 18조 세수↑...결국 증세 맞았나

•   서경: 홍남기 "규제 획기적 혁파"에 박용만 "기업규제 3법부터 재고를"

•   서경: 규제 ‘마법’···제주 빼고 매매·전세 다 ‘동반급등’ 했다

•   서경: 대치 은마아파트 1% 오를 때 삼성전자 28% 뛰었다

•   서경: 코로나 확산에도 민주노총 또 도심 집회

•   서경(P1): 巨與의 입법 폭주···법치주의 위기

•   서경(P1): 백운규·채희봉 곧 소환...靑 겨눈 원전 수사 칼 끝

•   서경: 주한미군 전력에까지 영향···진퇴양난의 韓 샌드위치 외교

•   서경: 회의..회의 또 회의 '번아웃’ 직전인 기재부

•   서경: 상무 달면 연봉 2배 뛰고 차량까지...경영악화땐 해고 '1순위'[비즈카페]

•   서경: [단독] 혈장치료제로 첫 코로나 완치 나왔다

•   서경: 삼성전자부터 기아차까지···시총 상위 10위 종목 비중 ‘역대급’ 수준

•   서경: 올해의 루키' 5G 장비株 쓸쓸한 연말···내년엔 화려한 부활?

•   서경: 弱달러 이어지자 '환율 방향성 투자' 급증···누가 웃을까

•   서경: "불법 공매도 점검 1개월마다" 금융당국 감시망 촘촘해진다

•   조선(P1): 원전자료 삭제한 산업부 2명 구속

•   조선: 美합참의장 “美軍 영구주둔 재검토해야”

•   조선(P1): “서울도 공급 늘릴수 있어… 재건축 규제 완화는 안돼”

•   조선(P1): 기업들 “여성 이사 모십니다”

•   조선: 목적지 안 알려주고 “일단 택시 타라”… 원전폐쇄 결정때 007작전하듯 이사회

•   조선: LG유플러스 5G망 30%가 화웨이 장비

•   조선: “독감백신 접종후 사망 108건 모두 백신 무관”

•   조선: 3차 지원금 3兆, 자영업자·소상공인 우선 지원

•   조선비즈: 두산重 "두산인프라코어 매각 본입찰 확정사항 없어"

•   조선비즈: [단독] 5G 통신장비 시장, 중국發 지각변동… 에릭슨 최대 수혜, 삼성은 주춤

•   조선비즈: 비상장주식부터 관상용 새우까지… 진화하는 재테크族

•   조선비즈: 與중진 "부유세 만들어 나라 빚 갚자…아르헨티나처럼" 논란

•   중앙(P1): [단독] 백신 3종 이상 확보한 나라 벌써 12개국…한국은 1종

•   중앙: SOC 경기부양은 적폐라더니…문재인정부도 결국 ‘토건 회귀’

•   중앙: “집콕, 차나 바꾸자” 내수 판매 18년만에 160만대 넘을 듯

•   중앙: 증시 호황에 우는 ‘청개구리 투자자’

•   동아(P1): [단독]산업부가 삭제한 靑보고 문건 등 檢, 원전 폐쇄 자료 3600건 확보

•   동아(P1): 정부, 이달 끝나는 車 개별소비세 인하 연장 검토

•   동아: [단독]에이브럼스, 서주석 만나 전작권 등 논의

•   동아: 서울, 누적 확진자 1만명 돌파… 75일만에 2배로 급증

•   동아: GDP대비 부동산 보유세 한국 증가율, OECD 최고

•   동아: 부동산-주식 폭등에… ‘대중부유층’ 자산 올해 2억 넘게 늘었다

•   한국(P1): 팬데믹 시대' 과학 뒤덮은 '권력'… 코로나 '백신의 정치화'

•   국민(P1): [단독] 김수현 이어 변창흠… 부동산정책, 한국도시硏 독주 우려

•   국민: [관가뒷담] 에너지 차관 신설, 복지부동 부채질?

•   세계: 폴크스바겐·GM도 전기차 전용 플랫폼 개발 [이슈 속으로]

•   세계: “2025년 테슬라 추월한다”… 현대차, 전기차전쟁 본격 참전 [이슈 속으로]

•   세계(P1): [단독] 조명래 “文 임기내 탄소감축 목표 상향 노력”

•   세계: 반기문 “기후대응, 너무 늦은 것은 없다… 脫탄소 행동 중요” [조명래·반기문 좌담]

•   머니투데이(P1): 한국산 송유관에 최대 15% 반덤핑 관세…"수출회복 미지수"

•   머니투데이(P1): SK 이어 포스코도…수소경제 인프라 구축 가속화

•   머니투데이: 수소경제 앞당기자…22개국 모였다

•   머니투데이: 서세원·K부동산·벼락거지… '씁쓸'한 부동산 신조어

•   머니투데이: 韓 '기후깡패'라 불리고 기업투자도 외면…"ESG규제가 무역장벽"

•   헤럴드경제(P1): ‘정치·경제소통 새로운 장’ 열리다

•   헤럴드경제: 브레이크 풀린 증시…“코스피 내년 2900 뚫는다”

•   파이낸셜뉴스(P1): 내집마련은 '이생망'..주식대박 좇는 20대

•   파이낸셜뉴스: 나랏빚 1000조 육박… "증세 필요" 목소리

•   파이낸셜뉴스: LG, 4년간 현금 10兆 마련… '뉴 LG' M&A 속도 내나

•   파이낸셜뉴스: 삼성전자, 내년 '포스트 코로나' 전략 짠다

•   파이낸셜뉴스: 배터리 소송' 10일 ITC 최종판결… LG-SK, 막판 공방전

•   아시아경제(P1): 샐러리맨들이 밀려난다…도심 주변도 '10억 전세 시대'

•   아시아경제: 수소산업' 거대한 톱니바퀴가 움직인다

•   아시아경제: 美 주택시장 호황기 돌입…두산밥캣, 4분기 실적 개선 기대감

•   디지털타임스(P1): "왜 팔았나" "그때 샀더라면"… 어느 벼락거지의 절규

•   디지털타임스(P1): 기업 70% "내년 계획 아직 못짰다"

•   이데일리(P1): 원조 닥터둠의 경고…"美빅테크주 거품 심각, 대유동성 위기 온다"

•   이데일리: "돈 풀어 경제 살리기 한계…美증시 과열, 버블 붕괴 대비해야"

•   이데일리: 원조 닥터둠 "韓증시, 소액주주 친화적 환경 조성하면 추가 상승 여력"

•   이데일리: 현대차그룹, 내년 전기차 3종 예정‥`전기차 대중화 원년` 삼는다

•   이데일리: "증시는 예측의 영역이 아니다"…삼천스피 꿈 이루나

•   이데일리: 아직 배고픈 외국인…증권가선 "더 산다"에 한표

•   연합: "수소산업 글로벌 경쟁력 제고 위해 '수소동맹' 구축 시급"

•   연합: 한수원, 원전해체 포럼 개최…佛 원자력기업과 협약 체결

•   연합: "한국 재생에너지 투자 매력도 세계 13위…그린 뉴딜 영향"

•   연합: 울산에 연간 5만 가구 사용 가능한 수소연료전지 발전소 조성

•   뉴스핌: 에스퓨얼셀, 에이치엘비와 '수소연료전지 선박' 공동개발 MOU

•   뉴스핌: 휴온스메디케어, '비대면 방역∙살균 이동식 협동로봇' 개발 추진

•   MBC: [스트레이트] 17조 원, 초대형 석탄발전소 사업

•   더구루: 두산스코다, 英 재생발전소 터빈 수주

•   글로벌이코노믹: 순풍에 돛 단 '해상풍력 세계 5대 강국'의 꿈...현재와 미래는

•   글로벌이코노믹: [글로벌-Biz 24] 두산중 베트남법인 두산비나, 초대형 항만 크레인 6기 인도

•   머니S: 전기요금 뛰고 망중립성 파괴 우려… '전력공룡' 한전 미래는

•   미디어펜: "탈원전, 글로벌 트렌드 아냐…탄소중립 '역주행'"

•   경남신문: 두산중 휴업 생산·사무직 노동자 조기 복귀한다

•   Power Engineering: December POWERGEN+ is all about making sense of cyber and data challenges in the power plant

•   FuelCellsWorks: Investment in Green Hydrogen Production Set to Exceed $1Billion USD by 2023, According to IHS Markit

※   IHS Markit: Investment in green hydrogen production set to exceed $1billion USD by 2023, According to IHS Markit

•   에너지경제: 발전 공기업, 정부 2050년 탄소중립 선언에 곤혹

•   에너지경제: 태양광 시설 '토끼 뜀' 계통연계 '거북이 걸음'

•   에너지경제: SK 7사 한국 첫 RE100 가입 완료…LG화학·삼성물산·수자원공사도 가입 추진

•   KHL: Hitachi expands Italian network

•   대한경제: 정의선의 미래차 완성할 ‘E-GMP’ 이목집중

•   OilPrice.com: An Energy Trade War Is Brewing | OilPrice.com

•   OilPrice.com: The End Of Growth For U.S. Shale | OilPrice.com

•   OilPrice.com: Why The World Can’t Quit Fossil Fuels | OilPrice.com

•   OilPrice.com: The Worrying Truth About The New OPEC+ Agreement

•   MINING.com: Protests in Peru affecting transport of copper concentrate from Las Bambas

•   전자신문(P1): [단독]풍력타워 '세계 1위' 씨에스윈드, 국내 공장 짓는다

•   전자신문: 위기의 국산드론, 업계 차원 자구책 마련 나섰다

•   전자신문: [이슈분석]드론 국산화 속도내는 美·日…韓, 핵심 기술력 확보가 먼저

•   전자신문: [이슈분석]드론 모터 개발하는 LG전자...후방산업 '시동'

•   전자신문: [이슈분석]후발주자 韓, 수소드론으로 반전 꾀하나

•   디지털데일리: 무협 “반도체, 내년도 좋다”…삼성·DB하이텍, ‘SMIC 제재’ 반시이익 기대

•   Phone Arena: Killing the Note is the best thing Samsung has done in years

•   Phone Arena: Samsung's Z Fold 3 and Z Flip 2 display specs leak, cheaper Z Fold Lite to be released in Q1

•   Phone Arena: Oppo may let you upgrade cameras independently of phones in the future

•   Hannover Messe News: Industry 4.0 Made in Germany

•   Robot Report: How the U.S. Army is developing quieter drones

•   Robot Report: Piab piSoftgrip 50-2 vacuum gripper targets food automation

•   Dronelife: BREAKING: Committee Rejects Ban on Chinese Drone Tech in National Defense Authorization Act

•   Nikkei Asian Review: Japan creates $19bn green fund to push hydrogen planes and carbon recycling

•   Nikkei Asian Review: Japan sends top diplomat on Africa trip to offset China tilt

•   Nikkei Asian Review: Asia-Pacific to emerge as a post-COVID superpower: EY regional head

•   Nikkei Asian Review: Nissan joins GM in exiting auto group backing Trump

•   Nikkei Asian Review: Japan ratifies UK trade deal to take effect Jan. 1

•   Nikkei Asian Review: World rushes to build ultra-cold networks to deliver COVID vaccines

•   Nikkei Asian Review: Cairo hires Toyota Tsusho to upgrade blackout-prone power grid

•   Nikkei Asian Review: Tokyo Olympics delay and COVID measures incur $2.8bn extra costs

•   Nikkei Asian Review: Japan court nullifies approval of Oi nuclear reactor safety steps

•   Nikkei Asian Review: Japan moves to mandate carbon trading for automakers

•   Nikkei Asian Review: Japan urges Suu Kyi to hold by-elections in Myanmar ethnic state

•   Economic Times: Unorganised sector suffered more than what Q1 and Q2 GDP data captured: Pronab Sen

•   Business Standard: Economy to reach pre-Covid-19-levels by end of FY2022: Niti Aayog

•   Business Standard: Discoms' outstanding dues to power gencos up 29% to Rs 1.38 trn in Oct

•   Business Standard: Farmer protests: Talks end in deadlock, govt proposes next meeting on Dec 9

•   Folha de S.Paulo: Vaccination Against Covid-19 in SP Should Start in January, Says SP Governor

•   Jakarta Post: Surge in coronavirus infections haunts rupiah appreciation

•   Jakarta Post: Govt maintains export ban on nickel, relaxes rules for other metals until 2023

[Opinions]

•   Project Syndicate(이종화): The Limits of the RCEP

•   Project Syndicate(Carlos Lopes): Building an EU-Africa Partnership of Equals

•   Project Syndicate(Joseph S. Nye, Jr.): Can Joe Biden’s America Be Trusted?

•   Project Syndicate(John B. Taylor): A Monetary Mind at the Treasury by John B. Taylor

•   FT(Editorial Board): The merits of a global carbon offset market

•   FT(Editorial Board): Vaccines and the appliance of science

•   FT(Editorial Board): Inflation fears should not hold back the recovery

•   FT(Stephen Roach): Three priorities for the US to de-escalate the China conflict

•   FT(Rana Foroohar): A transatlantic effort to take on Big Tech

•   FT(Martin Sandbu): Brexit and Covid harden the case for a proper EU financial market

•   FT(Michael Mackenzie): Factors that could halt the bull market charge

•   FT(Jonathan Ford): Jobs are the wrong metric to judge a ‘Green Industrial Revolution’

•   FT(Leo Lewis): From Tokyo to Beijing, growing old is hard to do

•   FT(Henry Mance): Rudy Giuliani, America’s nightmare

•   FT(Zack Simons): We need to talk about England’s greenbelt

•   FT(Joe Rennison): Investment-grade status regains its lustre after pandemic shock

•   FT(Scott Ratzan): Business can make a big difference in ending Covid

•   FT(Lex): UK housing/Berkeley Group: just vine

•   WSJ(Holman W. Jenkins, Jr.): Mask Wars Revisited

•   WSJ(Kimberley A. Strassel): McConnell’s Spending Line

•   WSJ(Andy Kessler): A Stimulus Dollar Is Only a Dollar

•   WSJ(Casey B. Mulligan, Stephen Moore): Unemployment Bonus Proves Its Harm

•   WSJ(Lindsey Graham, James Lankford): The Price of Turkey’s Russian Dalliance

•   NYT(Editorial Board): The Decency Agenda

•   NYT(Paul Krugman): Learn to Stop Worrying and Love Debt

•   NYT(David Brooks): The Winter Mitch McConnell Created

•   NYT(Michelle Goldberg): The MAGA Revolution Devours Its Own

•   NYT(Frank Bruni): Covid-19 Came for the Dakotas

•   NYT(Ross Douthat): Why Do So Many Americans Think the Election Was Stolen?

•   NYT(Farah Stockman): Do We Need Help Brokering a Trump-Biden Unity Government?

•   WP(Editorial Board): Biden should resist pressure to exclude businesspeople from his administration

•   WP(Editorial Board): Congress has a chance to strike a blow against Chinese forced labor

•   WP(Editorial Board): Australia is standing up to China’s bullying. It needs U.S. support.

•   WP(Editorial Board): A new report adds to the evidence of a coronavirus coverup in China

•   WP(Catherine Rampell): Our long, cold winter is already here

•   WP(Catherine Rampell): November jobs report shows a sharp slowdown in the economic recovery

•   WP(Jennifer Rubin): The size of Joe Biden’s victory matters. And it is huge.

•   WP(Jennifer Rubin): A miserable end to a miserable presidency

•   WP(David Von Drehle): China has lost its confidence

•   WP(Kathleen Parker): Getting the vaccine will be our civic duty — whenever that may be

•   WP(Josh Rogin): China’s military expansion will test the Biden administration

•   WP(Ruth Marcus): As much as we want to tune Trump out, ignoring him is a luxury we cannot yet afford

•   WP(Joel Achenbach, Jose A. Del Real): Vaccines offer hope for end to pandemic, but brutal months lie ahead

•   WP(Ali Nouri, Beth Simone Noveck): The FDA should condition any vaccine approval on open trial data

•   WP(Benjamin L. Ginsberg): America may not be so lucky next time

•   WP(Jackson Diehl): Netanyahu’s reaction to Biden’s victory is appalling

•   WP(Fred Krupp): How the Biden administration should frame its priorities

•   WP(Zachary Karabell): Trump’s China tariffs failed. Why isn’t Biden dropping them?

•   Bloomberg(Mervyn King): Fiscal Policy During and Beyond the Covid Crisis

•   Bloomberg(Noah Smith): Federal Deficits Don't Work Like Credit Cards

•   Bloomberg(Brian Chappatta): Jobs Data Was ‘Perfect Miss’ for Fed and Fiscal Stimulus

•   Bloomberg(Shuli Ren): Is Wall Street Ready to Work on China Time?

•   Bloomberg(Liam Denning): Saudi Aramco's IPO Birthday Party Crashed by the UAE

•   Bloomberg(John Authers): Shiller Sees Only Rational Exuberance This Time

•   Bloomberg(Julian Lee): OPEC+ Needed a SWAT Team, It Got 23 Battalions

•   Bloomberg(Nir Kaissar): Deese and BlackRock Can Help Fight Climate Change

•   Bloomberg(Brooke Sutherland): Vaccine Supply Chains Bend But Don't Break

•   Bloomberg(Karl W. Smith): Covid Relief Makes Sense for Republicans, Too

•   Bloomberg(Jonathan Bernstein): Do the Polls Still Work?

•   Bloomberg(Cass R. Sunstein): Biden Has the Right to Name His Own Cabinet

•   Bloomberg(Ramesh Ponnuru): Biden Vowed to Restore Standards. It Won’t Be Easy.

•   Bloomberg(Andreas Kluth): Now That Vaccines Are Coming, What About Poor Countries?

•   Bloomberg(Leonid Bershidsky): Putin Has Weathered Covid by Shifting Blame

•   Bloomberg(Adam Minter): Asia’s Exploitative Employers Can’t Hide From Covid

•   Bloomberg(Stephen L. Carter): Covid-19 Lawsuits Are Running Into Skeptical Judges

•   Bloomberg(Stephen L. Carter): Covid-19 Liability Shield Is a Bad Idea

•   Bloomberg(Max Hastings): Biden Transition Tests the U.S.-U.K. ‘Special Relationship’

•   CNBC(Frederick Kempe): Biden could be the transformative leader our world needs during these disruptive times

•   CNBC(Ron Insana): Wall Street is surging while Main Street is suffering

•   CNN(Frida Ghitis): Trump went down to Georgia, pretending to care about democracy

•   CNN(Julian Zelizer): Expect big things from Kamala Harris

•   CNN(Kent Sepkowitz): On vaccines, now the hard part ...

•   CNN(Michael Hirson, Paul Triolo): How Biden should confront China

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•   Fox News(Liberty Vittert): Biden should halt sales to China of US tech used to persecute and enslave Uighur Muslims

•   Fox News(Andrew McCarthy): Before Trump’s complaints, Democrats promoted radical plan to alter presidential elections

•   Fox News(Rick Scott): Trump's Florida election victory has important lesson for Republicans nationwide

•   Reuters(John Kemp): OPEC+ to boost output as oil market tightens

•   Nikkei Asian Review(Kiyoteru Tsutsui): How Japan's Suga can build an alliance to counter China

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