Business Intelligence Monitor 201208

(Introduction)

[Markets]

•   Global: Stocks slip as virus restrictions tighten; sterling weakens

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 5일 연속 역대 최고가 마감…2,750선 접근

•   한국: 변창흠이 온다… 건설株, 공급확대 기대감에 ‘훈풍’

•   한국: 두산그룹주 하락 많아, 두산 두산인프라코어 두산중공업 3%대 밀려

•   한국: 글로벌 부양책 쏟아지자 국채 10년물 인기 `시들`

•   Metals: Copper retreats from 8-year peak on profit-taking

•   Grains: Soybeans firm on strong exports, corn and wheat also rise

[Indicators]

•   US Oct. Consumer credit: U.S. Consumer Credit Growth Slows as Credit Card Balances Shrink

•   US Nov. Construction employment: Const. Adds 27,000 Jobs in Nov.

•   US Nov. Leasing & Finance index: Dodge Momentum Index Steps Lower in November As Economy Struggles to Maintain Traction

•   Germany Oct. Industrial production: German Industrial Production Rose for Sixth Month in October

•   UK Nov. House prices: U.K. House Prices Climb Most in Over Four Years, Halifax Says

•   China Nov. Balance of trade: China Exports Generate Record Trade Surplus

※   WSJ: China’s Record Exports Are the Flipside of the Pandemic in the U.S.

※   CNN: This trade data is good news

•   China Nov. Foreign reserves: China Foreign Reserves at Highest Since 2016 as Trade Booms

•   Japan Oct. Coincident index: Japan Oct. key economic index up for 5th month in row, pace quickens

•   Indonesia Nov. Foreign reserves: Indonesia’s forex reserves dropped slightly to $133.6b in November

•   Vietnam Nov. Balance of trade: Trade surplus surges to record high despite COVID-19

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Who Gets Covid-19 Vaccine First? Hospitals Assess How to Divvy Up Shots

•   WSJ: Covid-19 Vaccine Rollout Faces Public Concerns Over Safety

•   WSJ: Some New York City Schools Reopen Doors After Covid-19 Closure

•   WSJ: Georgia Again Certifies Biden’s Win

•   WSJ: What Might Unite a Divided Washington Behind Joe Biden? Unsexy Infrastructure

•   WSJ: Covid-Aid Talks Jolted by Election Results, Pandemic’s Surge

•   WSJ: Trump-Era Tax Rule Benefiting Some Multinationals May Get Revised Under Biden

•   WSJ: Covert Chinese Trade With North Korea Moves Into the Open

•   WSJ: Derby’s Take: Fed Official Wonders If Much Larger Balance Sheet Needed

•   WSJ: Some Small Hedge Funds Reap Big Gains in Tough Times

•   NYT: Trump Officials Push Ambitious Vaccine Timeline as California Locks Down

•   NYT: Biden Picks Xavier Becerra to Lead Health and Human Services

•   NYT: The Suburbs Helped Elect Biden. Can They Give Democrats the Senate, Too?

•   NYT: The Places That Had the Biggest Swings Toward and Against Trump

•   NYT: As His Term Ends, Trump Faces More Questions on Payments to His Hotel

•   NYT: Trump Administration Declines to Tighten Soot Rules, Despite Link to Covid Deaths

•   NYT: Xavier Becerra Brings Environmental Justice to Forefront

•   NYT: AstraZeneca Vaccine Partner in China Dogged by Scandal

•   NYT: Uber Giving Self-Driving Car Project to a Start-Up

•   WP: Conservative nonprofit group challenging election results around the country has tie to Trump legal adviser Jenna Ellis

•   WP: FAQ: What to watch in the sprint to clear America’s first coronavirus vaccine

•   WP: V-safe smartphone tool that tracks coronavirus vaccine side effects may be vulnerable to manipulation

•   WP: Asian American leaders press Biden for more diverse Cabinet picks

•   WP: Europe’s coronavirus surge is shrinking while cases in the United States are spiking

•   WP: U.S. sanctions could impede Iran’s access to coronavirus vaccines, experts say

•   FT: Johnson to go to Brussels in search of way out of Brexit stalemate

•   FT: Johnson shifts position in bid to break Brexit talks impasse

•   FT: EU agrees law to sanction human rights abusers

•   FT: Huawei invests in China chip groups as US curbs strangle supplies

•   FT: US business groups call for fresh stimulus as CEO confidence improves

•   FT: Chinese drugmaker gets $500m boost to push Covid-19 vaccine

•   FT: Maduro claims victory in Venezuela election boycotted by opposition

•   FT: Macron vows to keep defence ties to Egyptian regime

•   FT: Ultra-cold freezing presents next challenge in Covid vaccine race

•   FT: UK admits giving concessions on hybrids to protect car plants

•   FT: European powers warn Iran over plan to escalate nuclear activities

•   FT: Brexit trade talks: the three big sticking points explained

•   FT: Foggy metrics obscure value of cloud companies

•   FT: EBRD chief defends lending in autocratic countries

•   FT: Swelling US stock valuations leave some investors uneasy

•   FT: Investors bet ECB will do what it takes to keep borrowing costs low

•   FT: Angela Merkel faces final challenge at EU summit

•   FT: Plans for Irish Sea trade border after Brexit ‘in a mess’

•   FT: India and China compete over Indian Ocean debt-relief diplomacy

•   FT: UK exporters to get extra aid to spur post-Brexit trade

•   FT: Airbnb IPO: a barometer for travel after the pandemic

•   Bloomberg: Hong Kong Police Security Unit Arrests Eight Over Campus Protest

•   Bloomberg: China’s Financial Markets Are Starting to Price In Deleveraging

•   Bloomberg: Japan Set to Unveil $706 Billion Stimulus Package

•   Bloomberg: Asia’s Climate Ambitions Set to Push Green Bond Sales Higher

•   Bloomberg: Get Ready for the Great U.S. Inflation Mirage of 2021

•   Bloomberg: Details of $908 Billion U.S. Pandemic Relief Plan Set for Release

•   Bloomberg: Soy-Hungry China Gets Early Start Buying Next Year’s U.S. Crop

•   Bloomberg: Bank-Driven Squeeze in Funding Markets Emerges as Stocks Rise

•   Bloomberg: Indonesia May Have a New Political Dynasty With Jokowi’s Family

•   Bloomberg: Trump Adviser Peter Navarro Accused of Using Post to Sway 2020 Race

•   Bloomberg: Vilsack Emerges as a Top Biden Candidate for Agriculture

•   Bloomberg: Why the IMF Changed Its Views on Capital Controls

•   Bloomberg: Cisco Agrees to Buy U.K. Cloud Company for $721 Million

•   Bloomberg: Eskom Pact Between Government, Business and Labor to Be Endorsed

•   Bloomberg: Ceres Jumps on Fuel Cell Deal With German Auto Parts Supplier

•   Reuters: EXCLUSIVE -U.S. preparing new sanctions on Chinese officials over Hong Kong crackdown - sources

•   Reuters: Biden infrastructure plans will prop up base metals markets

•   Reuters: As UK prepares to roll out COVID-19 vaccines, scepticism remains

•   Reuters: Biden expects to announce pick for on defense secretary on Friday

•   Reuters: Pfizer, Moderna decline White House's 'Vaccine Summit' invitation

•   Reuters: World Economic Forum moved to Singapore over coronavirus concerns

•   Reuters: U.S. records highest weekly COVID-19 deaths since April

•   Reuters: U.S. AstraZeneca vaccine trial will clear confusion on how well it works - U.S. scientist

•   Reuters: Japan PM's support slides on coronavirus response: media poll

•   Reuters: Biden seen nominating infectious diseases expert Walensky to run CDC: person familiar

•   Reuters: Iran says 'smart satellite-controlled machine gun' killed top nuclear scientist

•   Reuters: Analysis: Christmas and Brexit double bill put strain on UK supermarkets

•   CNN: Economists to Bernie Sanders: Don't kill the relief bill over stimulus checks

•   CNN: A no-deal Brexit will destroy 300,000 jobs and push up food prices

•   CNN: Trump regulators leave a warning for the Biden team

•   CNBC: FDA could authorize Pfizer’s Covid vaccine this week as U.S. deaths surge

•   CNBC: UK to roll out Covid vaccine Tuesday

•   CNBC: Travel needs to return from April or some airlines might disappear, CEO says

•   CNBC: Average daily new Covid cases, deaths approach U.S. records

•   CNBC: The 2021 outlook for the booming SPAC market and traditional IPOs

•   CNBC: Italy’s Eni to buy 20% stake in world’s largest offshore wind farm

•   CNBC: The UK's first forecourt dedicated to electric vehicles has opened

•   MarketWatch: This chart estimates how much the stock market was moved by COVID this year

•   Fox News: Trump to sign coronavirus vaccine executive order prioritizing Americans over foreign nations

•   Fox News: GOP Rep. Ken Buck calls for Hunter Biden special counsel in letter to Barr

•   LA Times: California's COVID shutdown will last through Christmas

•   SCMP: China-Australia relations: Canberra’s path through the WTO looks to be riddled with hurdles and pitfalls

•   SCMP: China’s US, Australia trade continues to grow in record-breaking month despite ongoing geopolitical spats

•   SCMP: EU and Britain decline, for now, to sanction Chinese officials involved in Hong Kong and Xinjiang actions

•   SCMP: China estimates shadow banking worth US$12.9 trillion as it moves to clean up high-risk sector

•   Global Times: China, US likely to prioritize business dialogues, diplomatic exchanges to come after Biden takes office: expert

•   매경(P1): 내년 M&A 역대급 큰장 선다

•   매경: 대기업 투자대기자금 28조…한온시스템·대한전선 `정조준`

•   매경: 올 최고 딜은 `인텔 낸드 인수`…최태원, 내년 M&A도 이끈다

•   매경: "뜨거웠던 기업공개…내년에도 흥행할것"

•   매경(P1): 꼬여버린 부동산시장, 임대차법부터 풀자

•   매경: 전세난 주범 임대차법…`집주인 거주의무` 완화해야 전세 나와

•   매경: "임대차법 개정 약속만해도 시장불안 줄어들 것"

•   매경: 임대사업자제도 되살리면 전월세 공급 물꼬

•   매경: 신용등급 하락한 중소기업…내년 대출회수 `쓰나미`

•   매경: 매출 줄어들자 신용등급 뚝…대출회수 공포에 벌벌 떠는 中企

•   매경: "유망中企 폐업 몰려선 안돼…별도 신용기준 필요"

•   매경: 기업 지원해야 할 판에…금감원장, 은행에 `구조조정` 촉구

•   매경: 김홍국 하림 회장, 바이든 취임식 간다

•   매경: 韓 28세때 소득>소비…흑자인생은 30년 그쳐

•   매경: 전북·경북 이어 여주까지…고병원성 AI 확산

•   매경: 홍남기 "코로나 지원예산 3조+α 마련"

•   매경: 수도권 은행 9일부터 28일까지…9시 반에 열고 3시 반에 닫는다

•   매경: `삼성 3.0` 본격화…준법경영 뿌리내린다

•   매경: 하이닉스, 최고층 `176단 4D 낸드` 개발

•   매경: 세계 첫 코로나백신 `스푸트니크V`…1월 국내 양산

•   매경: 로켓배송 뒤엔 물류거물 `ESR 켄달스퀘어`가 있다

•   매경: `월성 구속` 공무원 3개월새 2번 靑방문

•   매경: [무역의 날 57돌] 코로나시대 더욱 강해진 K수출

•   매경: 두산메카텍, 유화 플랜트 장비 新산유국서 절반 수주

•   한경(P1): [단독] 감사위원 선출 3%룰 '무늬만 완화'…"투기자본에 경영권 위협"

•   한경: 대주주 '개별 3%룰' 적용해도…삼성전자 17.7%, 표 대결서 여전히 불리

•   한경: 감사위원 분리선출 강행…"투기자본에 경영권 위협"

•   한경(P1): 탄소중립' 위해 에너지稅 더 걷는다

•   기재부: "2050 탄소중립 추진전략" 발표

•   한경: 환경공시 강화에 녹색투자 압박…기업들 "CGO까지 신설할 판"

•   한경: 수소충전소 2000개 설치…탄소배출 줄인 기업엔 稅혜택

•   한경: 脫원전 쏙 뺀채 '탄소제로'…전력수급 불안 더 커지나

•   한경(P1): "묵혀놨던 연금, 주식에 투자"…연금개미들이 떴다

•   한경: "부동산 세금이 양도차익의 75배…G7 중 한국이 유일"

•   한경: 이틀 연속 600명대 확진…내주 매일 900명씩 나올 수도

•   한경: 수리모델로 예측해보니…"확진자 하루 1000명 나올 수도"

•   한경: "송년회도 못하는데 차라리…" 강원·제주 호텔 예약 동났다

•   한경: "그린뉴딜·탄소중립 성공하려면 LNG발전 가스터빈 국산화 시급"

•   한경: 2023년 김포열병합발전소에 국산 가스터빈 설치

•   한경: 포스코·현대제철, 열연강판값 올린다

•   한경: "6시간마다 코에 뿌리면 코로나 감염 예방하는 약 나온다"

•   한경: 美마이크론 정전 호재…SK하이닉스 목표가 줄상향

•   한경: 변동성 더 커질 내년 경제, 최고 전문가들이 진단합니다

•   한경: 올 전국 아파트 거래량 '역대 최다'

•   서경(P1): 與, 공수처법·규제3법 강행처리 수순[입법 폭주 현실화]

•   서경: 규제 2법'도 정무위 직권상정...독소조항 그대로 통과 가능성

•   서경(P1): 뒷북 방역...골든타임 놓쳤다

•   서경: 경제·방역 '두토끼' 욕심 낸 정부...결국 둘 다 잃었다

•   서경: 3개 업종 탄소중립 비용만 400조..."인프라 지원 선행돼야"

•   서경: "2030년 감축 목표 달성도 불가능한데 30년 뒤 꿈만 말해"

•   서경: 내연차 퇴출 서두르면 부품사 공멸..."이상 치우치기보단 현실적 정책을"

•   서경: 더 센’ 국토부 장관 오자, 노웅래 “부동산 공급이 해답”

•   서경: 탈원전 딛고...한전 "5년내 사우디·英서 추가 수주"

•   서경: 한수원, 20조 투자해 종합 에너지기업 도약 신비전

•   서경: 노사분규 따른 노동손실일수 韓 41일, 日의 209배

•   서경: KDI “3개월째 경기 부진··· 상용직 고용 부진 심화 가능성”

※   KDI: KDI 경제동향 2020. 12

•   서경: 모든 재해 사업주 책임···"韓서 경영하려면 감옥 갈 각오해야"

•   서경: 기업인 처벌' 법안 무려 117개···벌금도 362배 강화

•   서경: 시장에 끌려가는 증권사... ‘코스피 3,000’ 뒷북 상향 잇달아

•   서경: 환차손에도...美주식 더 담는 '서학개미'

•   서경: 단순화한다더니...'난수표'된 공공임대

•   서경: [단독]특고 4명 중 1명은 소득감소로 실업급여 받는다···경영계 "모럴해저드"우려

•   조선: 방법도 재원도 없는 24쪽 ‘탄소중립 전략’

•   조선: 사유재산권 비판한 변창흠 “재개발 정책 뒤엎을 운동해야”

•   조선: 與진성준 “집값상승은 정책실패 아닌 시장의 실패” 또 궤변

•   조선: 전국 집값 상승폭 9년만에 최대

•   조선: [단독] 일본, 김포공항 열어달라, 한국 “코로나 때문에...” 거부

•   조선: 원전 사고나면 김팀장님, 그냥 계세요…로봇 3총사가 갑니다

•   조선: 지방도 4~5년뒤 세금 폭탄

•   조선비즈: 글로벌 車업계 '전기차 플랫폼' 경쟁… "테슬라 잡고 점유율 늘리자"

•   조선비즈: 한전, UAE 원전 1호기 출력 100% 도달...내년 상업운전 시작

•   조선비즈: “기업대출 늘린다고 약속했는데”… 가계대출 폭증에 은행들 ‘비상’

•   조선비즈: 해운업 호황, 반짝일까 계속될까... 3가지 관전 포인트는

•   중앙: 모니터 보며 건배! 랜선 송년회·콘서트로 연말 기분 낸다

•   중앙: 여당 기업규제3법 처리 시도에…7개 경제단체 “반대” 성명

•   중앙: 변창흠 “집 공급 충분히 할 수 있단 신호줘야, 시장 신뢰 생겨”

•   중앙: 원화가치 상승 어디까지…“달러당 1040~1060원 갈 것”

•   동아(P1): “3기 신도시 공공자가주택 도입 논의”

•   동아: 아파트값 올라도 시세차익 못얻어… 수요자 관심 가질지 의문

•   동아(P1): “수도권 코로나 전시상황”… 서울의료원에 컨테이너 병상 설치

•   동아: 文대통령 “CPTPP 가입 전향적 검토”… 통상정책 재편 지시

•   동아: 곧 물러날 비건 방한에 외교안보 라인 총출동

•   동아: DfMA 모듈러 공법으로 미래건설의 방향 제시

•   머니투데이(P1): 야간스키는 OK 놀이공원은 No…거리두기 '이중잣대'

•   머니투데이(P1): 밤 9시 이후 마트는 닫고 편의점 열고…희비 엇갈리는 유통가

•   머니투데이: 차관 늘리고 조직 확대…산업부에 '독일까 약일까'

•   머니투데이: 심상치 않은 中·日 OLED 협공…목표는 타도 韓

•   머니투데이: 11월 신용대출 급증, 명신산업 IPO 청약 '착시효과'

•   머니투데이: 코로나 검사시간 줄인다…신속항원검사·타액 PCR 검사 추진

•   머니투데이: 보유세 세입자가 떠안나…강북 구축 아파트도 월세 급증

•   머니투데이: "코로나보다 무서운 집값"…올해 서울시 취득세 38% 초과 징수

•   더벨: '안갯속' SPV 연장, '애타는' 시장

•   헤럴드경제(P1): IPO 열기 3년만 최대…규제는 ‘뒷북’

•   헤럴드경제: [뒷북치는 자본시장 규제 ①IPO] “변동성 커질 것” vs “10%확대 부족”…불씨 남긴 IPO 개선책

•   헤럴드경제: [뒷북치는 자본시장 규제 ①IPO] 외국은 일반투자자 배정 기회 넓히고 기관은 양도세율 올려 장기보유 유도

•   헤럴드경제: [뒷북치는 자본시장 규제 ①IPO] 더 달아오를 IPO…내년 15조 대기

•   헤럴드경제: 폴더블 진화 ‘롤러블폰’…LG vs 삼성 누가 세계 최초?

•   헤럴드경제: “VC투자, 바이오·ICT·유통 쏠림 뚜렷”

•   헤럴드경제: 강북 집값, 강남 맹추격…“이참에 갈아탈까”

•   헤럴드경제: ‘H 전쟁’ 실탄 퍼붓는 기업들…정부 지원은 ‘쥐꼬리’

•   파이낸셜뉴스(P1): "공짜로 빌라 매입"…전세난 틈타 무갭투자 기승

•   파이낸셜뉴스: "내집마련 못할까봐" 무주택자 가세.. 갭투자 늘어나니 매매가 다시 올라 [현장르포]

•   파이낸셜뉴스: 빌라값 떨어지는 순간 ‘깡통전세’ 전락… 경매 유찰도 수두룩 [무갭빌라투자 판친다]

•   파이낸셜뉴스: 풍력발전 사업 뛰어든 한전..민간업체 강력반발로 '충돌'

•   파이낸셜뉴스: 글로벌 반도체 시장 내년 8.4% 성장 전망

※   SIA: Global Semiconductor Sales Increase 6 Percent Year-to-Year in October; Annual Sales Projected to Increase 5.1 Percent in 2020

•   파이낸셜뉴스: 조선3사, LNG선 등 친환경선박 수주·개발 ‘박차’

•   파이낸셜뉴스: 내년 사상 첫 ‘온라인 CES’… 삼성·LG, 비즈니스 극대화 ‘고심’

•   파이낸셜뉴스: M&A 승부사' 유진그룹, 두산인프라코어 인수 성공할까

•   아시아경제(P1): 낮엔 용접 밤엔 대리운전

•   아시아경제: "입사했는데, 집이다"‥연말 사라진 기업들

•   아시아경제: 경영환경 더 악화된 中企 “차라리 해외로” 공장이전 가속화

•   아시아경제: 정부, 투자 100조 목표 물 건너가나

•   아시아경제: 면세·호텔·카지노...신용강등 쓰나미

•   이데일리: 피자배달도 로봇이…도미노피자 업계 첫 도입

•   이데일리: 주식 '빚투' 연일 기록경신…"조정시 부메랑 맞을 수도"

•   연합: 두산중공업 1조2천억원 유상증자 성공…청약률 100.27%

•   뉴스1: 중앙대 학생회, 소송비 930만원 청구에 본부·재단 규탄

•   KBS: ‘탄소 불량국가’ 한국의 ‘내일 없는 경제’?

•   reNews: Asian giants ‘probe Gamesa sale’

•   에너지경제: 국내 재생에너지 갈 길 먼데 보조금 단가마저 중국에 역전

•   에너지경제: kWh당 110달러로 떨어진 전기차 배터리 가격...향후 전망은?

•   KHL: Construction is key to recovery, says 2050 Alliance

•   Equipment Journal: Excavator pricing remains steady in 2020, according to Ritchie Bros.

•   For Construction Pros: Robust New Orders, Backlogs Expected to Boost Homebuilding Growth

•   For Construction Pros: Will 2021 Be Infrastructure’s Year?

•   대한경제: “신한울 3ㆍ4호기 백지화 안돼”…전문가ㆍ업계ㆍ주민 한목소리

•   대한경제: 서울시장 빈자리에 ‘빨간불’ 켜진 정비사업

•   대한경제: 정유ㆍ발전사 울고, 집단에너지사 웃었다

•   OilPrice.com: Iraq To Budget For $42 Oil In 2021

•   OilPrice.com: Iraq’s Oil Minister Sees Oil Breaking $50 In Early 2021

•   OilPrice.com: Oil Is Key In Russia’s Rapprochement With Azerbaijan

•   OilPrice.com: The OPEC+ Mission To Balance Oil Markets Is Just Getting Started

•   OilPrice.com: Strike Could Shut Down All Ports In OPEC Producer Nigeria

•   CNET: First solar road in the US comes online in Georgia

•   MIT News: Better learning with shape-shifting objects

•   전자신문(P1): LG, 그룹 AI 싱크탱크 'LG AI연구원' 출범…디지털 전환 가속

•   전자신문: [이슈분석]고성능·고효율 '전기차' 新시장 열린다

•   전자신문: [이슈분석] 벤츠·BMW, 전기차 시장 선점 실패...내년 라인업 확대로 반등 시도

•   전자신문: [이슈분석]내년 전기차 보조금 어떻게 바뀌나...올해 보다 줄어든다

•   전자신문: [이슈분석] 공유수면 '그린에너지' 파이 커진다

•   전자신문: [이슈분석]2024년까지 해상풍력 50GW 신규 설치…수상태양광도 잠재력 커

•   전자신문: [이슈분석] 정부, 에너지전환 핵심 '해상 그린에너지' 키운다

•   전자신문: 글로벌 이통장비시장 에릭슨·노키아 약진...화웨이 급락, 삼성전자 주춤

•   Phone Arena: Here's our best look yet at Samsung's 5G Galaxy S21 series

•   Phone Arena: The first live image of Samsung's Galaxy S21+ and S21 Ultra 5G has leaked

•   Nikkei Asian Review: Asian flying cars aim to soar over walls of global regulation

•   Nikkei Asian Review: Japan picks diplomat with Biden ties as US ambassador

•   Nikkei Asian Review: Toyota and Japan's mega banks join body to fund hydrogen projects

•   Nikkei Asian Review: Japan to offer 10% tax break for companies investing in green tech

•   Nikkei Asian Review: How COVID lessons can spur Asian cities to 'build back better'

•   Business Standard: Old laws a burden, need reforms to build new century, says PM Modi

•   Folha de S.Paulo: Brazil's Supreme Court Bars Attempt to Trample the Constitution for The Re-Election of Maia and Alcolumbre in Congress

•   Moscow Times: Russia’s EU Food Embargo Falls Short – Report

•   Jakarta Post: Indonesia spends $45 million to procure millions of vaccine doses from China this year

•   Jakarta Post: Govt ships $1.64 billion exports to capitalize on momentum of Q3 surplus

•   Myanmar Times: Myanmar receives loans to boost electricity access in poorer states

[Opinions]

•   Project Syndicate(Kenneth Rogoff): The Infrastructure Spending Challenge

•   Project Syndicate(Eric Posner): America Passed the Trump Stress Test

•   Project Syndicate(Econ Films): COVID-19 and the End of Cash: Is Money Moving to Digital?

•   FT(Editorial Board): The people of Venezuela have suffered enough

•   FT(Editorial Board): The battle over ESG investing

•   FT(Gideon Rachman): Europe is right to risk a double ‘no deal’

•   FT(Sarah O'Connor): People understand statistics better than politicians think

•   FT(Gavin Kelly): Covid crisis is a chance to adapt and evolve the UK’s welfare state

•   FT(Anjana Ahuja): Rolling out vaccines to care homes first comes with risks attached

•   FT(Katie Martin): Brexit deal uncertainty unnerves investors

•   FT(Lex): US/India tech: sizing up

•   FT(Lex): China vaccine: impetuous immunisations

•   WSJ(John Bolton): The U.A.E. Needs U.S. Arms to Ward Off Iran

•   WSJ(Scott Gottlieb): Who’ll Get the Covid Vaccine First?

•   WSJ(Gerard Baker): Conspiracy Theorists Are Out to Get Each Other

•   WSJ(Brad Raffensperger): Trump Runs the Stacey Abrams Playbook

•   WSJ(Charlie Baker): Americans Need Help While Awaiting a Vaccine

•   NYT(Julius Krein): Trump Needed the ‘Boneheads’ More Than He Knew

•   NYT(Achal Prabhala, Arjun Jayadev, Dean Baker): Want Vaccines Fast? Suspend Intellectual Property Rights

•   NYT(Michael Wahid Hanna): Biden Says No More Coddling Dictators. OK, Here’s Where to Start.

•   NYT(Russell Brand): Brexit: What Were We Thinking?!

•   WP(Max Boot): There’s no room for complacency about our post-election crisis

•   WP(Jennifer Rubin): Next up for Never Trumpers

•   WP(Jennifer Rubin): What’s good for America should be good for business

•   WP(Paul Waldman): How the ‘stolen election’ myth will swallow the GOP

•   WP(Paul Waldman): The one way Biden should act more like Trump than like Obama

•   WP(James Downie): We need a national popular vote — before it’s too late

•   WP(Ashish K. Jha): Covid-19 hospitalization rates show the virus is overwhelming the system

•   WP(Sergio Peçanha): The fable of Trumpocchio: How Trump won the election that he lost

•   WP(Laura T. Murphy, Rian Thum): XPCC cotton ban: A new U.S. rule could intervene in the genocide of Uighurs

•   WP(Susan Brynne Long): Our leaders getting vaccinated can build confidence in a covid-19 vaccine

•   Bloomberg(Brian Chappatta): Will 1% Yield Force the Fed Into Curve Control?

•   Bloomberg(John Authers): Quants Seeking X Factor Can Survive One Black Swan

•   Bloomberg(Barry Ritholtz): Who Can Investors Listen to When Everybody’s Wrong?

•   Bloomberg(Jonathan Bernstein): Will Congress Stop Trump’s Lawlessness?

•   Bloomberg(Hal Brands): China and the U.S. Are Facing Off in the Third World

•   Bloomberg(James Stavridis): How Biden Can Bring the U.S. and Europe Back Together

•   Bloomberg(Lionel Laurent): No-Deal Brexit Will Inflict Serious Pain on Europe, Too

•   Bloomberg(Ferdinando Giugliano): Spain Is Headed in the Wrong Direction

•   Bloomberg(Wang Xiyue): Don’t Let Iran Get Away With Hostage-Taking

•   Bloomberg(Peter R. Orszag): Make Sure State Aid Lasts as Long as It’s Needed

•   CNN(Elie Honig): December 8 will put the nail in Trump's unhinged effort to overturn the election

•   CNN(Dean Obeidallah): Why Republicans still refuse to accept Trump's defeat

•   CNN(Wes Moore): Americans are going hungry. Congress needs to act

•   CNN(Nicholas Agar, Stuart Whatley): Technology will not save us

•   MarketWatch(Eric J. Pan): The fund-management industry wants better ESG disclosure -- here's what it says Biden should do

•   Fox News(Liz Peek): Biden and China – 4 reasons he can't be trusted to protect US from Beijing

•   Fox News(Michael Goodwin): Biden's Iran delusions – Trump policies offer option to failed nuclear deal

•   Fox News(Doug Schoen): Georgia Senate debate -- Top takeaways from Loeffler vs. Warnock face off

•   Reuters(John Kemp): Column - Oil sees more fund buying, but risks shifting

•   Reuters(Clyde Russell): COLUMN-China scores coal own goal as domestic, import prices surge

•   매경(사설): 400조원 탄소제로 부담 기업 몫인데 기업 목소리는 왜 무시하나

•   한경(사설): 의욕 앞선 '탄소중립 전략', 기업 의견부터 수렴하라

•   중앙(전영기): 그린뉴딜 한다며 ‘태양광 ESS’ 기술 가로막는 정부

•   국민(사설): 탄소중립, 경제 위해서도 가야 할 길이다

•   서울(사설): 시작된 탄소중립, 장기계획 세워 흔들림 없이 가야

•   세계(사설): 원전 빠진 ‘2050 탄소중립’, 실현가능한 로드맵 내놔야

•   경향(사설): 핵심 일정표 빠진 ‘탄소중립 추진전략’

•   파이낸셜뉴스(구본영): 탄소중립 미국의 길, 한국의 길

•   헤럴드경제(김현일): 친환경 수소사업 열풍…신기루 안 되려면

•   전자신문(사설): 탄소중립 선언, 세부 실천방안 마련이 중요