Business Intelligence Monitor 201211

(Introduction)

[Markets]

•   Global: Euro rises as ECB adds stimulus, stocks slip

•   US: Airbnb’s Stock Price More Than Doubles in Market Debut

•   한국: 네 마녀의 날' 코스피, 하락 마감…외국인 1.3조 매도

•   한국: `연료비 연동제` 시행 기대에 한국전력 이틀간 주가 번쩍

•   한국: 두산그룹주 강세, 두산인프라코어 6%대 뛰고 두산 두산퓨얼셀도 올라

•   Oil: Brent crude climbs back above $50 for first time since March

•   Metals: Nickel leaps to highest since October 2019 on steel boom

•   Iron ore: Iron ore price goes parabolic after cyclone warning

•   Grains: Prices extend gains before USDA report, Russia export talk boosts wheat

[Indicators]

•   US Q3 Household net worth: U.S. Household Net Worth Hits Record in Third Quarter

•   US Nov. CPI: U.S. Inflation Measure Rose by More Than Forecast in November

•   US Nov. Fiscal account: U.S. Budget Gap Widened 25% in First Two Months of Fiscal Year

•   US Weekly Jobless claims: U.S. Unemployment Claims Rise to Highest Level Since September

•   Eurozone Benchmark rates: ECB launches fresh stimulus to support Covid-hit eurozone economy

※   ECB: Monetary policy decisions

•   UK Oct. GDP: UK recovery slowed before November lockdown

•   한국 11월 국제금융·외환시장 동향: 11월 원·달러 환율 변동성 확대···외국인 순유입 규모도 늘어

•   한국 11월 아파트 전월세 거래: 임대차법 시행 4개월, 서울 전세비중 올들어 `최저`

•   한국 주간 아파트 가격(부동산원): 전세난이 쏘아 올린 '집값 폭등'…전국 아파트값 8년7개월만 최대 상승

•   Japan Nov. PPI: Japan Producer Prices Down 2.2 Pct in Nov.

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: FDA Advisory Panel Expected to Approve Pfizer-BioNTech Covid-19 Vaccine

•   WSJ: Covid-19 Vaccines Face Last-Mile Challenge to Reach Most Vulnerable

•   WSJ: Joe Biden Names Susan Rice to Lead White House Domestic Policy Council

•   WSJ: Biden Chooses Ex-Obama Official to Lead Department of Veterans Affairs

•   WSJ: Many Biden Cabinet Picks Are Veterans of Obama Administration

•   WSJ: China’s Xi Ramps Up Control of Private Sector. ‘We Have No Choice but to Follow the Party.’

•   WSJ: China-Europe Trade Forum Canceled After China Sought to Bar Critics

•   WSJ: U.S. Recovery Will Cool Further Before Getting Vaccine Boost, WSJ Survey Shows

•   WSJ: Mnuchin Defends Coronavirus-Relief Loan to Troubled Trucking Firm YRC

•   WSJ: Zuckerberg’s Deal Making for Facebook Is Central to Antitrust Cases

•   WSJ: The U.S. vs. Facebook: Why Is the FTC Filing an Antitrust Lawsuit Now?

•   WSJ: Google, Amazon Fined $163 Million as France Takes Hard Line on Privacy

•   WSJ: U.S. Air Force Gives Lift to Flying Taxis

•   WSJ: Chinese Chip Maker in Default on $2.5 Billion of Dollar Bonds

•   NYT: As Trump Disputes Election Results, Republicans Target Voting by Mail

•   NYT: 17 Republican Attorneys General Back Trump in Far-Fetched Election Lawsuit

•   NYT: Morocco Joins List of Arab Nations to Begin Normalizing Relations With Israel

•   NYT: ‘It’s Hard to Prove’: Why Antitrust Suits Against Facebook Face Hurdles

•   NYT: The Facebook Lawsuits Explained

•   NYT: How Washington and Silicon Valley Agree to Disagree on Taming Big Tech

•   NYT: ‘Is Exxon a Survivor?’ The Oil Giant Is at a Crossroads.

•   NYT: Airlines Gear Up to Transport Vaccines That Could Revive Travel

•   NYT: States Try to Rescue Small Businesses as U.S. Aid Is Snarled

•   WP: Economic relief talks in disarray as congressional bickering intensifies

•   WP: U.S. military dispatches B-52 bombers to Middle East as show of force against Iran

•   WP: U.S. records more than 3,000 deaths in a single day, a new high

•   WP: CDC director allegedly ordered deletion of email showing effort to interfere with coronavirus guidance, lawmaker says

•   WP: What Trump promised on coronavirus vaccines vs. what happened

•   FT: EU countries agree deal to end €1.8tn budget stand-off

•   FT: EU demands ‘fairness’ in trade talks with Britain

•   FT: Johnson warns Britain to prepare for no-deal Brexit

•   FT: No-deal back on the menu after Johnson’s dinner date turns sour

•   FT: Impasse in Brexit trade deal talks is fixable, say experts

•   FT: There is still time to do a Brexit deal — but Johnson must accept economic reality

•   FT: Price of polluting in EU rises as carbon price hits record high

•   FT: Chinese state investors sound alarm on cash crunch after defaults

•   FT: Al Jazeera journalist sues Saudi crown prince and UAE leader over phone hack

•   FT: Brazil’s price tag on its climate goals scorned by environmentalists

•   FT: EU seeks to turn multinationals into labour rights enforcers

•   FT: The distinctly unsexy energy job Biden should fill

•   FT: Nigerian economy at risk of ‘unravelling’, warns World Bank

•   FT: Pandemic triggers ‘perfect storm’ for global shipping supply chains

•   FT: Russia’s regions hit hard by Covid second wave

•   FT: Italy’s Di Maio dismisses talk of pandemic debt cancellation

•   FT: French economy and the pandemic: ‘It’s the calm before the storm’

•   FT: Thailand to reopen to the outside world next year, minister says

•   Bloomberg: China to Sanction U.S. Officials, Curb Some Diplomat Travel

•   Bloomberg: Hong Kong Gets Chinese Audit Papers the U.S. Is Demanding

•   Bloomberg: China Censors Boast About Influence on Biden, Wall Street After It Goes Viral

•   Bloomberg: FCC Orders Equipment Removed in Step Aimed at Huawei, ZTE

•   Bloomberg: China’s Soybean Deal Signals Early Jump Into 2021 U.S. Market

•   Bloomberg: Handed a 5G Lifeline by Trump, Japan Races to Catch Up to Huawei

•   Bloomberg: Biden Gets Earful From Progressives on Environment Jobs

•   Bloomberg: Tesla Gets Second Court Order to Halt Work on German Factory

•   Bloomberg: Asia’s Most Sought-After Emerging Market Is About to Get Hotter

•   Bloomberg: Asia’s Unequal Recovery Sounds Alarm for Global Economic Rebound

※   ADB: Asian Development Outlook (ADO) 2020 Supplement: Paths Diverge in Recovery from the Pandemic

•   Bloomberg: London Braces for Toughest Covid Restrictions From Next Week

•   Bloomberg: Aramco Hires Moelis to Raise Billions From Asset Sales

•   Bloomberg: Walmart Adds Freezers, Dry Ice to Prep for Vaccine Rollout

•   Bloomberg: Russia Roils Markets on Putin’s Push to Curb Food Prices

•   Bloomberg: UAE, Israel Start Talks on Energy Cooperation as Ties Normalize

•   Reuters: Biden picks Capitol Hill staffer Tai as U.S. trade 'czar' -sources

•   Reuters: Biden says 'right moment' for Pentagon nominee Austin, amid concerns over recent Army service

•   Reuters: Moderna begins study of COVID-19 vaccine in adolescents

•   Reuters: Saudi registers Pfizer COVID-19 vaccine for import, use - SPA

•   Reuters: Exclusive-U.S. is about to sanction Turkey over Russian defense system - sources

•   Reuters: Analysis-World watches as first-mover Britain probes adverse reactions to Pfizer vaccine

•   Reuters: Analysis: U.S. blessing Facebook deals complicates lawsuit demanding Instagram sale

•   CNN: Ken Paxton, the Texas attorney general taking Trump's voter fraud conspiracies to the Supreme Court

•   CNN: Big Tech's dominance is under threat. Do investors care?

•   CNN: GE misled investors before its stock imploded, SEC says

•   CNN: Georgia becomes ground zero for election misinformation ahead of Senate runoff

•   CNBC: Trump officials hit out at China as presidential transition looms in the U.S.

•   CNBC: Hydrogen planes, hyperloop: EU outlines vision for transport

•   CNBC: Brexit ‘mood music’ is getting worse and chances of a trade deal are narrowing, analysts warn

•   CNBC: Covid: China may be using its vaccines to expand its soft power

•   CNBC: Fitch upgrades its China growth forecast for 2021

•   CNBC: Pfizer-BioNTech vaccine documents ‘unlawfully accessed’ in EMA hack

•   MarketWatch: Tesla has a $20 billion 'war chest' for 2021 and beyond

•   MarketWatch: Here's what Biden's first 100 days could mean for health care, energy and more key sectors

•   Fox News: Twitter, Facebook silent on pre-election censorship of Hunter Biden story after federal probe was announced

•   Fox News: Biden, in leaked audio, suggests GOP 'beat the living h--- out of us' over 'defund the police'

•   SCMP: Coronavirus: WHO wants end to ‘panic-then-forget’ approach to epidemics

•   SCMP: China’s C919 commercial jet aspirations are overblown and no threat to Boeing or Airbus, Washington think tank finds

•   SCMP: Australian wine faces duties of up 218.5 per cent as China says subsidies caused ‘substantial damage’ to domestic industry

•   SCMP: China tariffs: what are they and how are they used?

•   SCMP: Biden’s US trade chief pick, Katherine Tai, ‘unmatched’ on China trade issues and would not be soft on Beijing, sources say

•   SCMP: EU ambassador to China hits out at ‘wolf warrior diplomacy’, urges Beijing to cherish ‘Deng Xiaoping legacy’

•   SCMP: China debt: local government default risk grows as authorities struggle to repay credit

•   매경(P1): "LA집 파는데 왜 양도세…한국 떠난다"

•   매경: 다국적기업 한국GM, CEO마저 `불법파견` 혐의로 출국금지 상태

•   매경: 외국인특례 5년 지나면 소득세 42%…해외인재 稅폭탄에 분통

•   매경: 세계는 인재에 인센티브…日상속세 혜택, 中은 생활보조금까지

•   매경: 벤처기업 "해외인재 영입은 꿈도 못꿔"…석사이상·경력자 까다로운 조건이 문제

•   매경(P1): 대기업 벤처투자 허용해놓고 형사처벌 징벌조항 막판 추가

•   매경: 당근인줄 알았던 CVC법안…기업요구엔 귀닫고 `징역刑` 추가

•   매경: 규제3법 `왕창` 퍼붓고는 신산업 규제 `찔끔` 해제

•   매경: 勞의견만 채택됐는데…이재갑 "균형있게 반영"

•   매경: 규제3법 폭주 끝나자마자…與, 중대재해법 강행 예고

•   매경: 與 전속고발권 유지뒤 하루만에 "다시 폐지"

•   매경: 이 세상 기술 다 넣었다…삼성TV `화질 끝판왕` 등장

•   매경: 용적률 400%로 높이고 층수규제 풀면…서울 年5만가구 공급 가능

•   매경: "모두가 찾는 똘똘한 주택은 재건축 3중규제 손봐야 나와"

•   매경: "韓은행, 내년 대손충당금 2~3조 더 필요"

•   매경: "거리두기 3단계땐 소비17%↓"…한은, 당분간 저금리 유지 밝혀

※   한국은행: 「통화신용정책보고서」(2020년 12월)

•   매경: 세계를 휩쓰는 LG 家電…사상 첫 `20-2클럽`

•   매경: 현대家 손잡은 KT…5G·AI 협력만 20여개

•   매경: 감정원, 한국부동산원으로 새출발

•   매경: 밤 9시 `땡` 하니 우르르…서울 버스·지하철 미어터진다

•   한경(P1): 공장 세우고 동료 때린 '그들' 돌아온다…기업들 '초비상'

•   한경: 부당해고' 주장만 2100여명…노조 복귀해 '보복 투쟁' 나서나

•   한경: 유성기업 "임원 폭행한 노조원들, 감옥서 승진…실형에도 해고 못해"

•   한경: '공장점거 금지' 빼놓고…정부 "사용자 조업권 존중"

※   한경(P1): 2025 미래차 전략…현대차 60조원 푼다

•   한경: 규제 피한 지방 중소도시…5년 만에 최대 물량 분양

•   한경: 수도권 주택 소유자 "이사 계획 있다" 10명 중 1명 뿐

•   서경(P1): [시그널] 두산인프라코어, 결국 현대重 품으로

•   서경: 두산그룹, 3조 자구안 마지막 퍼즐 맞췄다

•   서경: 태양광 ‘과잉 공급’에...‘신재생 전기료 할인’ 결국 종료

•   조선(P1): “탄소중립·탈원전 병행땐 제조업 생산 44% 감소”

※   청와대: 대한민국 탄소중립선언

•   조선: 文 “재생에너지 중심으로 主공급원 전환”

•   조선: 국내 제약사 10여곳서 코로나 치료제 임상 중… 가장 빠른건 항체치료제

•   조선비즈: “코로나19 치료 결국엔 먹는 약”… 대웅제약 등 후발주자들 '먹는 약' 개발 경쟁

•   중앙(P1): 확진됐는데 집에서 대기, 수도권만 506명

•   동아: 세면대 로봇-짐꾼 로봇… 日, 코로나가 앞당긴 로봇시대

•   동아: 화면 펼치고 돌리고 늘리고… 스마트폰 ‘거거익선’ 경쟁[인사이드&인사이트]

•   문화: 몰아치기 수주 했지만… 활짝 웃지 못하는 조선업계

•   한국(P1): 계속 울리는 경보음… 아스트라제네카 백신, 제때 들어올까

•   한국: [단독] 檢, 한수원 임·직원 잇단 소환… 원전 이용률 조작 의혹 캔다

•   머니투데이: "D램 가격 뜬다"…삼성전자·SK하이닉스 목표가도 'UP'

•   헤럴드경제(P1): [단독]LG, 인도네시아서 10조 배터리 플랫폼 ‘그랜드 패키지’

•   헤럴드경제: 자동차·조선 ‘최악 임단협 시즌’ 온다

•   헤럴드경제: 확진자 폭증…재정조기집행 계획 ‘빨간불’

•   파이낸셜뉴스: "ESG, 실적보다 계획 있는 기업에 투자" [인터뷰]

•   파이낸셜뉴스: 삼성디스플레이 OLED 출하량 역대 최대

•   아시아경제(P1): 또 멈춰선 'K배터리' 시계

•   아시아경제: 두산重, '캐시카우' 인프라코어 떠나도 신산업·밥캣으로 버틴다

•   이데일리: 비건 "북한, 너무 많은 기회 낭비…싱가포르 합의 살아있다"

•   이데일리: 노무라증권 "2021년 韓 전망 긍정적… 코스피 2850선"

•   이데일리: “IT, 향후 10년 中 이끌 핵심 동력…美견제 자극으로”

•   이데일리: "빠르면 내년 여름 코로나19 국산 백신 상용화 자신"

•   연합: 오늘 700명 안팎 '비상'…감염경로 불명 사례도 20% 넘어

•   뉴스핌: [단독] 남동발전, 전남 앞바다에 800㎿ 해상풍력 추진…내년 1월 사업허가 신청

•   에너지데일리: “고효율 연료전지용 1kW급 스택 기술 개발됐다”

•   KHL: Doosan launches DL-7 wheeled loaders

•   Equipment Journal: Caterpillar’s new wheeled excavator boasts advanced hydraulics

•   For Construction Pros: How Biden's Climate Plan Will Impact State Infrastructure

•   OilPrice.com: Russia Tightens Its Grip On Kurdistan Oil

•   OilPrice.com: Solar Energy Is On The Brink Of A Golden Age

•   전자신문: [마켓트렌드]스마트폰 교체주기 넉달 늘었다

•   Phone Arena: The first phone with an under-display camera goes on sale but you can’t buy it

•   Phone Arena: Samsung store confirms Galaxy S21 5G launch date, colors, and key specs

•   Phone Arena: Honor is close to reaching a chip supply agreement with Qualcomm

•   헬로티: [SPECIAL REPORT] 로봇 산업 발전하면 새로운 일자리 만들어진다

•   헬로티: [SPECIAL REPORT] 로봇은 비즈니스 자동화의 기본

•   Nikkei Asian Review: Blockchain to help automakers tame tangled chip supplies

•   Nikkei Asian Review: Japan to provide ultracold freezers to store COVID vaccine

•   Nikkei Asian Review: Japan logs record 2,820 new COVID cases amid fears for hospitals

•   Nikkei Asian Review: Nippon Steel pledges to be carbon neutral by 2050

•   Nikkei Asian Review: China to overtake US economy by 2028-29 in COVID's wake: JCER

•   Nikkei Asian Review: Japan in talks to invest $4bn in Indonesia sovereign wealth fund

•   Nikkei Asian Review: Japan aims to bring total lifetime auto emissions down to zero

•   Nikkei Asian Review: Japan punts US base funding deal into Biden era

•   Mainichi: Japan to keep tax cuts for home, car buyers to help virus-hit economy

•   Japan Times: Japan to earmark ¥50 billion for 6G development

•   Japan Times: Can Japan shift gears fast enough to ban gas cars by 2035?

•   Japan Times: Budget to hit record as Japan loosens purse strings to fight virus

•   Folha de S.Paulo: Pazuello Says Emergency Vaccination against Covid Could Start in December

•   Folha de S.Paulo: Eight Capitals Have over 80% ICU Capacity for Covid-19

•   Moscow Times: EU Extends Sanctions Anti-Russia Over Ukraine

•   Jakarta Post: Indonesia targets coal production of 550m tons in 2021

•   Jakarta Post: Jokowi 'sons' Gibran, Bobby lead 2020 mayoral polls in Surakarta, Medan

[Opinions]

•   Project Syndicate(Shashi Tharoor): A Dispatch from India’s Culture War

•   Project Syndicate(Pascal Lamy, Enrico Letta, Laurence Tubiana): EU Leaders Must Hold the Green Line

•   Project Syndicate(Xu Han, Sebastian Lewis, Shaun Roache): Assessing China’s Prospects for Carbon Neutrality

•   Project Syndicate(Sławomir Sierakowski): Poland’s Populist Catch-22

•   Project Syndicate(Richard Haass): upply Chains and Demand

•   FT(Editorial Board): Standing on the edge of the Brexit precipice

•   FT(Editorial Board): ECB prepares for the next stage of coronavirus support

•   FT(Philip Stephens): Like the financial crisis, Covid is a gift to populists

•   FT(Martin Sandbu): A wealth tax packs a powerful fiscal punch

•   FT(David Gardner): Turkey is Europe’s other major headache

•   FT(John Thornhill): The foreseeable, yet largely unforeseen, risks of a tech crash

•   FT(Simon Kuper): What world is Brexit being launched into?

•   FT(Ian Harnett): The valuation warning signs for stock markets

•   WSJ(Robert B. Zoellick): Biden Can Make American Trade Deals Great Again

•   WSJ(Daniel Henninger): The New Covid Resistance

•   WSJ(Karl Rove): George W. Bush and the Covid Vaccine

•   WSJ(Jason Furman): Tech Giants and Social Media Need Smart Regulation

•   WSJ(Bobby Jindal): There’s More to Politics Than Policy

•   NYT(Editorial Board): The Coronavirus Vaccines Were Developed in Record Speed. Now, the Hard Part.

•   NYT(Editorial Board): The Trustbusters Come for Facebook. Finally.

•   NYT(Kara Swisher): Yes, Facebook Has Become a Menace

•   NYT(Kai-Fu Lee): Give the A.I. Economy a Human Touch

•   NYT(Tim Wu): What Really Saved the Republic From Trump?

•   WP(David Ignatius): Biden is picking a Cabinet built for comfort. What he needs is vision.

•   WP(Jennifer Rubin): Kamala Harris can offer what Joe Biden is missing: Fresh perspective

•   WP(Paul Waldman): The president and his party have gone to war against America

•   WP(Paul Waldman): Why Anthony Fauci and Deborah Birx met different fates

•   WP(George T. Conway III): Trump's last-ditch effort to steal the election is the biggest farce of all

•   WP(Daniel W. Drezner): How to maximize vaccine acceptance?

•   WP(Ron Busby Sr., Ramiro A. Cavazos, Chiling Tong, Rhett Buttle): Survey shows jobs numbers are dire for small businesses. Congress must act.

•   Bloomberg(Tyler Cowen): Maybe Brexit Isn’t So Bad After All

•   Bloomberg(Brian Chappatta): Why Surprise Inflation Could Push Fed to Ease Even More

•   Bloomberg(John Authers): Like Life, Inflation Tends to Come at You Fast

•   Bloomberg(Brooke Sutherland): GE is $200 Million Poorer, $200 Billion Wiser

•   Bloomberg(Ramesh Ponnuru): Seven Easy Ways to Fix Trump’s Trade Blunders

•   Bloomberg(Hal Brands): China's Global Power Tops the U.S.? New Measures Say No

•   Bloomberg(Andreas Kluth): Merkel’s Deal With Hungary and Poland Is a Compromise Too Far

•   Bloomberg(Lionel Laurent): Boris Johnson's Brexit Divide-and-Rule Plan Is Failing

•   Bloomberg(Ferdinando Giugliano): Lagarde Doesn't Act on Her Dire Warnings

•   Bloomberg(Tim Culpan): A $4.5 Billion Chip Deal Shows Dark Side of the Boom

•   Bloomberg(Joe Nocera): Facebook Has Only Itself to Blame for Drastic Remedy

•   Bloomberg(Tae Kim): Facebook’s Great Unwinding May Have Just Begun

•   CNBC(Marco Rubio): The data is clear – the Paycheck Protection Program is a success

•   CNN(Natalie Kaddas, Ian MacLean): Small businesses owners: Our livelihoods are at stake and Congress doesn't seem to care

•   CNN(Laurence Tubiana): Paris Agreement architect: 2021 will dawn with hope

•   MarketWatch(Therese Poletti): Don't get too excited about Facebook spinning off Instagram or WhatsApp in antitrust flap

•   MarketWatch(Lawrence G. McMillan): The stock market is overbought — but that doesn’t mean sell

•   Fox News(Tucker Carlson): Hunter Biden tax investigation confirms what we knew and mainstream media covered up

•   Fox News(Andrew P. Napolitano): Can President Trump pardon himself?

•   매경(사설): "원자력에 에너지·환경 미래 달렸다"며 원전기업 격려한 마크롱

•   조선(한삼희): 탄소배출 ‘기후악당국’ 찍힌 한국, 이러다 ‘기후허풍국’까지 된다

•   전자신문(손정락): 2050년 탄소중립, 두려워하지 말자