[Markets]
• China: 인프라 투자 살아난다...中 굴삭기주 '꿈틀'
• DRAM: D램값 이달 7% 급반등…수퍼 사이클 시작됐다
[Indicators]
• US Oct. Job openings: U.S. Job Openings Slipped in Early December
• US Weekly Mortgage rates·applications: Mortgage rates set 14th record low of the year
• China Nov. CPI·PPI: Chinese Consumer Prices Show First Annual Decline Since 2009
• 한국 2019년 기업생멸 행정통계: 오늘도 1904곳이 문닫았다
• 한국 11월 금융시장 동향: 가계빚 사상최대 폭증…금융위기 `경보`
※ 매경: 은행, 금감원 옥죄기에 신용대출 사실상 중단
• 한국 11월 KB 부동산 매매가격 전망지수: ‘지방 집값도 오른다’ 전망 사상최고
• Japan Oct. Machinery orders: Japan's October machinery orders rise record 17% as economy restarts
• Brazil Nov. Benchmark rates: Brazil Holds Key Rate at 2% With Economic Recovery on the Line
• COVID-19: Johns Hopkins University Live Updates
[News]
• Bloomberg: Why China’s Diplomats Snarl at ‘Wolf Warrior’ Label
• Bloomberg: India Favors Easing Inflation Aim to Support Growth
• Bloomberg: Looking Back at 2020 From the Climate Future
• CNBC: U.S. should freeze North Korea’s nuclear program before pursuing denuclearization, think tank says
• Axios: Scoop: Mayor Pete may get China post
• SCMP: China’s Belt and Road Initiative faces fresh challenge from Australian laws on investment deals
• SCMP: China’s central bank plans to finance Xi Jinping’s goal of carbon neutrality by 2060. Here’s how
• 매경(P1): [단독] 첨단기업, 해외공장 축소 안해도 국내 투자땐 유턴기업 혜택 준다
• 매경: 불법공매도 처벌 강화…징역형 도입
• 매경: 초장기 만기40년짜리 주택담보대출 나온다
• 매경: 두산인프라코어 새주인에 현대重 유력
• 한경(P1): 反기업법 무더기 통과…정치가 경제 팽개쳤다
• 한경(P1): 663만 中企人 호소 "52시간·중대재해법, 안 멈추면 다 죽는다"
• 한경: 기업들, 지배구조 투명성 대폭 높였다
※ 공정위: 2020년 대기업집단 지배구조 현황 발표
• 한경: "백신효과 아직…고위험 자산 투자 주의를"
• 한경: "민간기업 성과급은 평균임금 아니다"
• 한경: 증시 펄펄…대규모 유상증자 '불패행진'
• 서경: 한전, 국내 최초 '신재생센터' 제주에 준공
• 조선(P1): 北 김여정의 저격 “강경화 코로나 망언 두고두고 계산할 것”
• 조선(P1): 1970년대생 ‘X세대 임원’이 온다
• 조선: 車업계 임금협상 줄줄이 해 넘길 듯
• 중앙: 사장님 52% “알바 줄였다”
• 동아(P1): ‘병상 비상’… 수도권에 중증환자 입원 가능 12개뿐
• 동아(P1): ‘백신 비상’… 文대통령 “재정 더 들더라도 추가확보”
• 문화: 韓조세경쟁력, OECD 36개국 중 24위
• 한국(P1): 與, 국회 상임위· 특별위 11개부터 먼저 세종시로
• 서울(P1): 소상공인 대출 3000억 반나절도 안 돼 동났다
• 서울(P1): [단독] 코로나·임대차법에 저소득층 ‘주거 쇼크’
• 머니투데이(P1): 현대차, 내년 수소발전소 시범가동…LS와 협력계약
• 머니투데이: ESG 잘 하는 기업은?…"현대차·SK·KB금융 모범"
• 머니투데이: 물류대란 잠재울 '코리아 선주사' 내년 닻 올린다
• 머니투데이: 사표 냈던 홍남기 '유임'…842일 역대 최장수 기재장관 되나
• 헤럴드경제(P1): 국민 稅부담률 4년연속 최고치
• 헤럴드경제: 日징용기업 자산매각명령 9일부터 ‘집행 가능’
• 파이낸셜뉴스(P1): "비대면서비스·물류로봇 큰 시장 열린다" [2020 미래 로봇 리더스 포럼]
• 파이낸셜뉴스: CPTPP 가입' 노크하는 韓·中… 주도권 쥔 日 "수준에 맞는지 봐야"
• 파이낸셜뉴스: 진격의 개미… 국내외 주식 120조 쓸어담았다
• 파이낸셜뉴스: 기아車 노조, 3번째 부분파업 돌입.. 누적 생산차질 규모 3만대 넘었다
• 아시아경제(P1): 지난주 3% 대출, 오늘 받았으면 2%…'복불복 대출' 소상공인 분통
• 아시아경제: 코로나로 폐업 속출…노래방·PC방 등 컨택트 업종 피해 더 컸다
• 아시아경제: 호텔룸·셰프 도시락…연말 조용한 '셀프 회식' 뜬다
• 디지털타임스(P1): SK바이오 백신 후보물질…빌게이츠 지원연구 선정
• 이데일리: 상속세 손본다…22년 만에 최고세율 '50%' 인하 검토
• 글로벌이코노믹: [글로벌-Biz 24] 두산밥캣, 주력 제품으로 55조 유럽시장 공략
• 에너지경제: 임기말 '탄소중립위’ 설립 추진, '문패만 바꿔달기'?
• 전기신문: 한수원, 체코원전 수주 본격 채비
• Construction Equipment: 3 Infrastructure Areas to Watch in 2021
• OilPrice.com: Will The UK Abandon North Sea Oil Exploration?
• OilPrice.com: How To Profit From The Death Of Car Ownership
• ZDNet Korea: 中 자동차업계, 반도체 수급난 현실화된다
• Robotics & Automation News: Panasonic to apply industrial technology to solve society’s problems
• Robotics & Automation News: Will Automation Bring the End of the Admin Assistant Role?
• Robotics Tomorrow: How Top Modules Make AMRs Possible
• 로봇신문: 中 산업용 로봇 반환점 돌았나...올해 전년比 9%↑ 전망
• Nikkei Asian Review: Honda to halt production at UK plant due to parts shortage
• Nikkei Asian Review: Japan's government to run on 30% renewable power next year
• Nikkei Asian Review: Analysis: Xi floats new centennial, the army's birthday in 2027
• Nikkei Asian Review: Toyota's game-changing solid-state battery en route for 2021 debut - Nikkei Asia
• Nikkei Asian Review: Suga looks to Biden climate summit to spur CO2 cuts - Nikkei Asia
• Economic Times: Biden administration's policies will have limited credit implications for Asia: Moody’s
• Business Standard: At 9.9% GDP growth, India could be fastest-growing Asian economy in 2021
• Business Standard: Farmers' unions reject govt proposal, say will step up protests
• Business Standard: Electricity costs to fall sharply thanks to RE boom, predicts Gautam Adani
• Folha de S.Paulo: Brazil's Health Minister Pressured to Present Vaccine Distribution Plan this Wednesday
• Jakarta Post: COVID-19 exposure mars regional elections
[Opinions]
• Project Syndicate(Kevin P. Gallagher, Rebecca Ray): China Takes the Lead in Development Finance
• Project Syndicate(Steffen Hertog): The Case for an Arabian Universal Basic Income
• Project Syndicate(Andrei Kolesnikov): Putin’s Constitutional Autocracy
• Project Syndicate(Jan-Werner Mueller): Merkel’s Last Chance
• Project Syndicate(Ambroise Fayolle): What the People Want Is Climate Leadership
• Project Syndicate(Maximo Torero): A Post-War Playbook for a Post-COVID Recovery
• FT(Editorial Board): Britain gears up to take on Big Tech
• FT(Editorial Board): The case against cancelling debt at the ECB
• FT(Robert Shrimsley): Remainers must not gloat over Brexit’s failures
• FT(Ruchir Sharma): Will bitcoin end the dollar’s reign?
• FT(Richard Barwell): Bank of England should switch strategy on QE
• FT(Lex): Toyota/hydrogen cars: fuel me once
• WSJ(Jason L. Riley): The Best Herd Immunity Money Can Buy
• WSJ(Glenn Hubbard, Michael R. Strain): The Economy Needs a Little More PPP
• WSJ(Henry M. Paulson Jr.): China Wants to Be the World’s Banker
• NYT(Farhad Manjoo): The Hidden ‘Fourth Wave’ of the Pandemic
• WP(Editorial Board): The coronavirus aid package should include stimulus checks, targeted to those who need them most
• WP(Editorial Board): The danger is growing that Trump’s lies about the election will lead to violence
• WP(David Ignatius): Lloyd Austin’s qualities may have worked for him as a general, but not as defense secretary
• WP(Jennifer Rubin): Here’s why the Biden health-care team was so assuring
• WP(Megan McArdle): ‘Warp speed’ for the coronavirus vaccine ended when it reached U.S. regulators
• WP(Michael Falcone): If nations compete for doses of coronavirus vaccines, we’ll all lose
• Bloomberg(Noah Smith): We May Be Exactly Wrong About Technology and Inequality
• Bloomberg(Mac Margolis): Bolsonaro's Missteps Set Brazil Up for Bleak 2021
• Bloomberg(Liam Denning): Biden Can Slow Trump’s Roll on Arctic Oil Drilling
• Bloomberg(John Authers): The Market's Big Beasts Aren't Buying the Euphoria
• Bloomberg(Anjani Trivedi): We’re Still Only Halfway to Electric Cars
• Bloomberg(Jonathan Bernstein): Out of Office, Trump Won’t Matter Much
• Bloomberg(Cass R. Sunstein): ‘Safe Harbor’ Day Was a Definitive Rebuke of Trump
• Bloomberg(Hal Brands): Biden’s Defense Secretary Inherits a Military-Civilian Crisis
• Bloomberg(Clara Ferreira Marques): Goldman's Metal Bull Has Tunnel Vision
• Bloomberg(Bobby Ghosh): Saudi Arabia Is in No Rush to Recognize Israel
• Bloomberg(Faye Flam): Covid-19 Is Far More Dangerous Than Any Vaccine
• Bloomberg(Richard Cookson): European Stocks Aren't as Cheap as They Look
• CNN(Mark Zandi): Biden's economic picks show that we are in good hands
• CNN(Michael D'Antonio): Does Donald Trump really believe he lost the election? (opinion)
• CNN(Ines Hassan): How the UK beat the US to Covid-19 vaccine authorization (opinion)
• CNN(Kee B. Park, Katharine H.S. Moon): How Biden can use 'Covid diplomacy' to rein in North Korea's nuclear program
• MarketWatch(Pierre Briançon): Eleventh-hour bid to unblock Brexit as Boris Johnson and EU Commission president meet over deal deadlock dinner date
• MarketWatch(Chris Edelson): Why Biden has to peel off a few Republican senators
• Reuters(Mike Dolan): Getting mighty crowded - searching for market elbow room
• Reuters(John Kemp): U.S. gas prices stumble on mild start to winter
• 매경(김상협): 난폭한 `탄소중립` 독주, 차기정부 이어갈까?
No comments:
Post a Comment