[Markets]
• 한국: 두산인프라 품은 현대重그룹株 일제히 급등
[Indicators]
• US Dec. Consumer sentiment: U.S. Consumer Sentiment Rose in Recent Weeks
• US Weekly Rig count: Rig Count Sees Largest One-Week Increase Since January
• US Q4 GDP Nowcast: Dec 11, 2020: New York Fed Staff Nowcast
• China Oct. Car sales: China leads global auto industry recovery from virus with Oct sales rising 12.5%
• 한국 2020년 사회동향: 코로나에 2명중 1명 임금하락·실직…정부대응 `부정평가` 급증
• 한국 10월 전력통계: 코로나 여파… 올 1~10월 전력소비 지난해比 ‘-2.7%’
• 한국 12월 1~10일 수출: 12월 1∼10일 수출 26.9%↑ 일평균 11.9%↑…반도체 52.1%↑
• 한국 주간 아파트 수급동향(부동산원): "아파트 사자"···전국이 달아오른다
• 한국 주간 주택시장 동향(KB): 창원 30평대 10억, 대구 15억… 전국이 ‘미친 집값’
• Japan Oct. GDP(JCER est.): Japan's GDP expands 1.8% in October: JCER
• India Oct. Industrial production: Industrial production up 3.6% in Oct as manufacturing, power revive
• Iran Q3 GDP: Iran Says Economy Grew During Pandemic on Industry, Farming
• COVID-19: Johns Hopkins University Live Updates
[News]
• NYT: Vaccinated? Show Us Your App
• Bloomberg: Iran Summons Envoys Over Denunciation of Execution
• Bloomberg: Pandemic Housing Shifts Will Speed Recovery in 2021
• Bloomberg: Italy Is Racing to Keep Debt Costs Lower for Longer
• Reuters: Brazil rolls out COVID-19 vaccination plan
• Fox News: Trump tells 'Fox & Friends' election challenges 'not over' ahead of Electoral College vote
• SCMP: Coronavirus: Covid-19 scientists seek the invisible in Wuhan investigation into deadly pathogen
• SCMP: China’s digital currency no threat to global monetary systems, former central bank chief says
• SCMP: China-Australia relations: Beijing steel group demands answers from BHP over soaring iron ore prices
• Global Times: Chinese tech firms adopt blockchain, big data to resist virus
• 매경(P1): 反기업법 2차 쓰나미 몰려온다
• 매경: 총수일가 사익편취 규제기업 598곳으로
• 매경: 문홍성 두산 사장, 신사업도 총괄
• 매경(P1): 2030 너도 나도 주식투자…개인 계좌개설 올들어 4배
• 매경(P1): 입법검토 3대기관 "중대재해처벌법 반대"
• 매경: 3차 재난지원금 다음달 받는다
• 한경(P1): [단독] 최정우 포스코 회장 연임…2050년 '탄소중립' 선언
• 한경: 외국인, 이달 들어 현물·선물 매도 왜?
• 한경: 삼성전자 반도체·TV·폰 부사장 교체
• 한경: 내년 성장률 8%…中 매출 큰 기업 담아라
• 한경(P1): 경영한 죄'…신설된 기업인 징역형 62년
• 한경(P1): [단독] 정부가 "부동산 안정세"라고 인용한 통계, 엉터리였다
• 한경: 시장선 이미 실패한 변창흠의 '공공 시리즈'
• 한경: 우리금융 '2050년 탄소중립' 선언
• 서경(P1): 현대차 'IT 계열사' 뭉친다···미래차 강화 사업구조 개편
• 서경(P1): 주한미군기지 12곳 반환···용산 개발 속도내나
• 서경(P1): 정부 내부서도 '건물·수송 탄소중립 속도조절론'
• 서경: 저소득층만 콕 집어 전기요금 깎아준다
• 서경: "재택근무로 오히려 근무시간 48분 늘어"
※ 한국은행: 해외경제 포커스(제2020-47호)
• 조선(P1): 무너진 K방역… 이젠 국민 각자가 방역사령탑이다
• 조선(P1): “물러설 곳 없다”는 文대통령, 3단계 상향은 안해
• 조선: 정부 방역 못미덥자 지자체들 ‘각자도생’
• 조선: 신용대출 폭증에… 이젠 1억 넘으면 안해준다
• 중앙(P1): K방역 자찬하다가···병실·의료진·백신 없는 '3무 위기' 맞았다
• 동아: 이산화탄소 땅속에 가두고 신소재 개발도
• 세계: 한빛원전 5호기 보수에 무자격자 투입 논란
• 경향(P1): 이낙연 “중대재해법, 이번 임시국회 내 처리”
• 머니투데이(P1): 연임' 최정우의 수소 도전…500만톤 생산체제 가속화
• 머니투데이: 베트남과 110조 소부장 동맹
• 머니투데이: 반도체 '슈퍼 사이클'이 온다…SK하이닉스 고공행진의 이유
• 헤럴드경제(P1): 내년에도 전국 집값·전셋값 ‘더 오른다’
• 헤럴드경제(P1): 올 공모주 청약 경쟁률 절반이 1000대1 넘겨
• 파이낸셜뉴스(P1): 벼랑 끝 한계기업 파산 쓰나미 오나
• 파이낸셜뉴스: 국산 코로나 치료제 출시 임박… 이르면 내달말 환자에 투여
• 파이낸셜뉴스: 수소로 뛰어드는 대기업들 수소株 2차 랠리 시작하나
• 아시아경제(P1): 노·도·강 84㎡ '8.5억'… 매매 아닌 전셋값입니다
• 아시아경제(P1): “일감 반토막, 공장보수는 수천만원”…韓 제조업 뿌리 흔드는 화관법
• 디지털타임스(P1): 200兆 로봇시장 뜬다
• 이데일리: "전기료는 세금이 아닙니다"…깜깜이 요금제가 낳은 오해
• 이데일리: [줌인]송별회도 없이 짐 싸는 퇴직 임원들
• 이데일리: [현장에서]文대통령은 왜 공공임대주택 현장을 찾았나
• 이데일리: 6억 이하 ‘입주 가능’ 서울아파트 씨 말랐다
• 더구루: 두산비나, 日 바이오매스 발전소에 청정 보일러 수출
• 비즈니스포스트: 한국전력, 인도네시아 석탄발전사업에서 현지 환경단체 반발에 직면
• 스트레이트뉴스: [분양 현장] 노후 지역 난개발 '두산위브더제니스 센트럴 사하'
• 강원일보: 최형희 전 대표이사 두산 큐벡스 사장 선임
• Power Engineering: Siemens, Duke Energy and Clemson creating H2 Orange pilot for hydrogen as CHP resource on campus
• Power Engineering: Siemens Gamesa tests hydrogen production from wind turbine in ‘island mode’
• FuelCellsWorks: Hydrogen for Green Recovery and Jobs
• 에너지경제: 전력판매 독점이 국내 기업 'RE100' 막는다
• 이투뉴스: 9차 전력계획으로 '탈석탄·탈원전' 쐐기
• 이투뉴스: 석탄가스화복합(IGCC) 신재생에너지 분류서 제외 추진
• 대한경제: 소형원전 시장 커진다…韓기업 선점 시동
• OilPrice.com: China Expands Its Influence Over Iraqi Oil
• OilPrice.com: Could This Cathode Breakthrough Make Batteries Cheaper?
• OilPrice.com: China Looks To Boost Shale Gas Development
• OilPrice.com: Bombshell Report Pours Cold Water On Global LNG Outlook
• MINING.com: Can next-gen connectivity transform mining?
• 전자신문(P1): 삼성전자, 새해 폴더블폰 4종 대거 출시
• 전자신문(P1): LG전자, 새해 전략폰 '롤러블·레인보우·Q83로 확정
• Phone Arena: Samsung's affordable flagship is a 'hit' in the US
• Phone Arena: Foldable Google Pixel, Samsung Z Flip Lite, and 6 other bendable devices coming in H2 2021: analyst
• Robotics Business Review: The Biden Presidency and the Future of Autonomous Driving
• Robotics Tomorrow: Using Robots For Inspection, Maintenance, And Repairs
• 물류신문: 물류산업, 기업·종사자·매출·영업비용 모두 ‘증가’
• Nikkei Asian Review: Hitachi to sell overseas appliance arm to Turkish major for $300m
• Nikkei Asian Review: US dollar weakness worries Asian exporters
• Nikkei Asian Review: Amid 'critical 3 weeks' of COVID, Japanese keep going out
• Nikkei Asian Review: Xi's Japan visit not at planning stage yet, says new envoy to China
• Economic Times: Indian consumers to face more hikes in petrol, diesel prices
• Business Standard: V-shaped recovery of economic activity continued in Oct: CEA Subramanian
• Business Standard: India's first mRNA vaccine for Covid-19 heads for human trials
• Folha de S.Paulo: In a Letter, Anvisa Workers Say that They Will Not Bow to Political Pressure
• Jakarta Post: PDI-P, Golkar bask in glory at regional polls
[Opinions]
• Project Syndicate(H.T. Goranson, Beth Cardier): Recovery Is Not Enough
• Project Syndicate(Josef Joffe): Who Will Succeed Merkel?
• Project Syndicate(Barry Eichengreen): The Debt Dogs that Didn’t Bark
• Project Syndicate(Jayati Ghosh): Farmers vs. the Indian State
• FT(Editorial Board): The Federal Trade Commission strikes back against Facebook
• FT(Editorial Board): Trump’s latest risky deal in the Middle East
• FT(Editorial Board): Climate change battle draws close to home
• FT(Editorial Board): Big Tech faces its Standard Oil moment
• FT(Martin Wolf): Restoring UK growth is more urgent than cutting public debt
• FT(Gavyn Davies): As Covid optimism grows, investors seek to hedge against inflation risk
• FT(Michael Mackenzie): Inflation debate looms large over US market outlook
• FT(John Dizard): The US Treasury market is facing a train wreck
• FT(Christopher Caldwell): The US electoral college shows its durable power
• FT(Adair Turner): The costs of tackling climate change keep on falling
• FT(John Redwood): Green and tech stocks are worth the price
• FT(Lex): UK carmakers/Brexit: no-deal whiplash
• WSJ(Michael Segal): A Shot (Instead of Two) at Saving Lives
• WSJ(Gil Barndollar, Sam Long): Now Is as Good a Time as Any for the U.S. to Quit Afghanistan
• WSJ(Joseph Epstein): Is There a Doctor in the White House? Not if You Need an M.D.
• NYT(Editorial Board): The Republicans Who Embraced Nihilism
• NYT(Editorial Board): Joe Biden Should Build on Common Ground
• NYT(Editorial Board): All Fish and No Chips
• NYT(Al Gore): Where I Find Hope
• NYT(Paul Krugman): Trump Tries to Kill Covid Relief
• NYT(Nicholas Kristof): This Is the Test of Our Lifetimes
• NYT(Ross Douthat): ‘The 46th’: Who Will Replace Trump in the G.O.P.’s Heart?
• NYT(Jamelle Bouie): The ‘Trump Won’ Farce Isn’t Funny Anymore
• NYT(Tim Wu): Facebook Cannot Buy Its Way Out of Competition
• NYT(Tricia Tisak): 18 Things That Happened for the First Time in 2020
• WP(Editorial Board): Trump and his GOP enablers are slandering American democracy
• WP(Editorial Board): It’s up to McConnell to save a pandemic aid bill
• WP(Editorial Board): Republicans faced a simple choice: For or against democracy.
• WP(Editorial Board): Lockdowns are coming again. This time, we know better how to make the most of them.
• WP(Catherine Rampell): No, Trump’s 11th hour deregulation blitz won’t help the economy
• WP(Jennifer Rubin): So much for ‘Biden the socialist’
• WP(Megan McArdle): Trump’s pressure on the FDA will erode public trust
• WP(Alexandra Petri): The president’s new suit
• Bloomberg(Mohamed A. El-Erian): ECB Finds Itself Stuck in Conscious ‘Active Inertia’
• Bloomberg(Niall Ferguson): After Coronavirus Pandemic, World Faces Mountain of Debt
• Bloomberg(Noah Smith): Three Big Moves to Improve American Lives ASAP
• Bloomberg(Andy Mukherjee): Modi Needs One More Farm Law to End Crisis
• Bloomberg(John Authers): Investors Risk Being Shipwrecked on Shiller's Cape
• Bloomberg(Julian Lee): Irrational Exuberance Hits the Oil Market
• Bloomberg(Karl W. Smith): Don’t Put Those Covid Stimulus Checks in the Mail
• Bloomberg(Jonathan Bernstein): Congress Needs to Make State Aid Automatic
• Bloomberg(Andreas Kluth): A Letter From 9 Million U.S. Expats to Janet Yellen
• Bloomberg(Lionel Laurent): The Vaccine Approval Fight Is a Dangerous Game
• Bloomberg(Therese Raphael): English Exceptionalism Is a Big Brexit Hurdle
• Bloomberg(Stephen L. Carter): Even Covid-19 Can't Stop the Christmas Wars
• Bloomberg(Stephen Mihm): The Boston Tea Party’s Warning for Facebook and Google
• Bloomberg(Robert A. George): Trump’s Republicans Are a Faction, Not a Party
• CNBC(Frederick Kempe): Biden’s best course for real Mideast gains is to invest in Trump’s Abraham Accords
• CNBC(Chris Van Hollen): Long-term unemployment is skyrocketing — here’s how we stop it
• CNN(Steve Case, John K. Delaney): Entrepreneurs create jobs. They deserve stimulus, too
• CNN(Dan Stillman): The emergency alert Biden should send on Inauguration Day
• CNN(Paul Begala): What Biden's cabinet picks really say about diversity
• CNN(Jeet Singh, Gunisha Kaur): Indian farmers are right to be outraged
• CNN(Gus Perna): Chief 'Warp Speed' operating officer: We are ready to distribute vaccines all across America (Opinion)
• MarketWatch(Lily Roberts, Sarah Jane Glynn): To save thousands of lives, Congress must extend unemployment benefits and paid leave
• Fox News(Tucker Carlson): Hunter Biden fiasco shows dishonesty, arrogance of mainstream media elites
• Fox News(Tucker Carlson): How to fix the post-COVID economy and keep the socialists at bay
• Fox News(Ben Shapiro): COVID lockdowns – businesses pay price as politicians eye permanent power grab
• Nikkei Asian Review(Yuriy Humber): There are good reasons to celebrate Japan's decarbonization pledge
• 한경(박주헌): 원전 없는 탄소중립은 허구다
• 한경(한상춘): 중국의 美국채 매각…달러 폭락 겨냥하나
• 한경(구은서): 탄소중립 '속도전'이 걱정되는 이유
• 문화(이덕환): 原電 뺀 ‘2050 탄소중립’ 무모하다
• 연합인포맥스(홍경표): [현장에서] 시장과 약속 지킨 두산
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