[Markets]
• 한국: 코스피, 외인·기관 매도에 이틀째 하락 마감
[Indicators]
• US Nov. Industrial production: Manufacturing, Mining Drive November Increase in Industrial Production
• US Nov. Export·Import prices: U.S. manufacturing production solid; imported inflation muted
• US Dec. Empire State manufacturing index: New York Fed Factory Gauge Falls to Four-Month Low in December
• UK Oct. Employment: UK unemployment rate rises to 4.9% in 3 months to October
• China Nov. Industrial production, etc.: China’s Economy Continues Broad Recovery Despite Covid-19 Surge Elsewhere
• China Nov. FDI: China commerce ministry says Jan-Nov FDI up 6.3% y/y in yuan terms
• 한국 10월 통화 및 유동성: 시중통화량 3150.5兆… 223兆 급증
• 한국 11월 수출입물가: 11월 수출물가 전월 대비 0.8% 하락…넉 달째 내림세
• India Nov. Balance of trade: Exports decline for second month in a row, trade deficit at ten-month high
• Indonesia Oct. Foreign debt: Indonesia’s foreign debt rises to $413b in October
• Indonesia Nov. Balance of trade: Indonesia books highest export value in 2 years in November as global trade recovers
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: How the ‘deep state’ scientists vilified by Trump helped him deliver an unprecedented achievement
• WP: Russia’s Putin, Mexico’s López Obrador recognize Biden’s win, more than a month after the election
• WP: The Health 202: Some Americans will refuse coronavirus vaccines. Who and where they are matters.
※ European Commission: Europe fit for the Digital Age: Commission proposes new rules for digital platforms
• Bloomberg: High-Yield Debt Market Momentum to Roll Into 2021
• Reuters: Factbox: What became of the 'Arab Spring'?
• CNBC: Vaccine rollout and economic recovery should push the S&P 500 to 4,300 next year, Oppenheimer says
• CNBC: Apple’s seismic change to the mobile ad industry is drawing near, and it’s rocking the ecosystem
• CNBC: Bank of America says sell stocks on the vaccine as overconfident investors dump cash for equities
• CNBC: There’s ‘a lot of opportunity’ in real estate as pandemic pinches property market, says investor
• SCMP: China-Australia relations: Canberra ‘very concerned’ over reports of ‘discriminatory’ coal ban
• 매경(P1): 2022년부터 영아수당 月30만원 준다
• 매경(P1): 현대차 미래사업에 `정의선의 사람들`
• 매경: 수소·로봇…미래기술 전문가 대거 발탁
• 매경(P1): 美행동주의펀드 "LG 계열분리 반대"
• 매경: 김용범 기재부 차관 "빚투·영끌 위험수위"
• 매경: 늙어가는 韓제조업…고령화 속도 일본의 3배
• 매경: 3D프린팅 `꿈의 新소재` 中企가 해냈다
• 매경: 中 `생산자물가` 뛰면 韓화학·철강 달린다
• 매경: 사장님도 부동산보다는 주식
• 한경(P1): 결국…'신한울 3·4호기 원전 백지화' 대못
• 한경(P1): 文 한마디에…사상 초유 '상가 임대료 강제 인하' 현실화 되나
• 서경(P1): 상법 바뀌자마자···외국 투기자본 공습
• 서경: "이대론 공멸···차라리 3단계로 올려라"
• 서경: 공매도 규제 유탄 맞은 '시장조성자 제도'
• 조선: 삼성전자 임원 400명 머리 맞대 전략 짠다
• 조선: 대기업 임원 평균 보수, 직원의 4.7배
• 중앙(P1): 카스트로 “북 비핵화 점진적으로, 시작은 핵 동결”
• 동아: 빚내서 버티는 자영업자… 대출 755조 넘어
• 문화(P1): 한국 코로나 백신 접종, 내년 상반기도 어렵다
※ 한국경제연구원: 코로나 충격에도 선방한 기업투자, 불확실성 확대에 차입은 급증
• 한국(P1): 한국이 '백신 전쟁'에서 밀려난 네 가지 이유, 이렇다
• 국민: ‘한국판 뉴딜 안착’ 두 팔 걷은 4대 그룹
• 한겨레(P1): 3차 재난지원금 규모 4조원 이상으로 대폭 늘어난다
• 헤럴드경제(P1): 실물경제 ‘늪’ 자산시장 ‘버블’…유동성 함정 우려
• 헤럴드경제(P1): 철광석·구리…원자재값 고공비행
• 파이낸셜뉴스(P1): 국내 코로나 항체치료제 첫 투약 승인
• 파이낸셜뉴스: 대형건설사 인사코드는 쇄신·성장
• 아시아경제: [다시뛰자 건설코리아] 드론으로 작업량·일수까지 예측
• 디지털타임스(P1): 이번엔 월세상한제… 또 월세만 오를판
• 이데일리: “기본소득 도입 어려워…집값 상승·주식 버블 대비해야”
• 연합인포맥스: 올 하반기 한전채 '순상환' 전환…내년도 발전채 수급 전망은
• OilPrice.com: Will Oil Continue To Rally In 2021?
• OilPrice.com: Southeast Asia’s $200+ Billion Renewables Opportunity
• OilPrice.com: Why Warren Buffet Is Betting Big On Oil & Gas Pipeline Companies
• MINING.com: Base metals get supercharged thanks to China rebound
• 전자신문(P1): 아이패드, 2022년부터 韓 OLED 패널 탑재
• Phone Arena: Why Samsung isn't making a Galaxy S21 mini
• 물류신문: Section 2. 2020년 대한민국 물류 '희노애락'
• Nikkei Asian Review: Apple plans 30% boost in iPhone production for first half of 2021 - Nikkei Asia
• Nikkei Asian Review: Five powerful forces will still be affecting the world in 2025
• Nikkei Asian Review: Tech gaps and a pushy China pose challenges for the world
• Nikkei Asian Review: Vertical' opportunities poised to spread to the remaining 99% of economy
• Nikkei Asian Review: Decarbonizing technologies to dictate country competitiveness
• Nikkei Asian Review: Pandemic prompts Japan Inc. to rethink traditional hiring systems
• Nikkei Asian Review: Countries vie for corporate renewal
• Nikkei Asian Review: Intangible asset-based management set to go mainstream
• Nikkei Asian Review: China and Japan 'risk missing' $205bn ASEAN renewables opportunity
• Nikkei Asian Review: Japan travel industry faces stark holiday season
• Nikkei Asian Review: China rethinks the Jack Ma model
• Business Standard: Budget will focus on infra to revive economic growth: FM Sitharaman
• Business Standard: S&P betters India growth forecast to (-) 7.7 this fiscal
• Hindustan Times: Parliamentary panel reports automotive industry suffered Rs 2,300 crore loss per day in lockdown
• Folha de S.Paulo: Complete Study of Coronavac Vaccine Will Be Revealed on December 23
• Jakarta Post: Indonesia’s GDP could shrink 2% in Q4: Airlangga
• Jakarta Post: Govt hopes to reopen Bali to international tourism, but plan hinges on COVID-19 containment
[Opinions]
• Project Syndicate(Pinelopi Koujianou Goldberg): Pinelopi Koujianou Goldberg Says More…
• Project Syndicate(Jorge G. Castañeda): America’s Normalcy Delusion
• Project Syndicate(Melvyn Krauss): The ECB’s New Stealth Mandate
• Project Syndicate(Carl Manlan, Efosa Ojomo): Kick-Starting FDI in Africa
• FT(Editorial Board): To save the high street, first fix business rates
• FT(Editorial Board): EU needs new teeth as watchdog of Big Tech
• FT(Martin Wolf): There is no stock market bubble
• FT(Edward Luce): Joe Biden should beware liberal identity politics
• FT(Mohamed El-Erian): The risks that investors should prepare for in 2021
• FT(Lex): Tech regulation: speech impediment
• FT(Lex): China stocks: Darwinian selection
• WSJ(Walter Russell Mead): Can Biden Find Clarity on China and Russia?
• WSJ(William A. Galston): Institutions Saved the 2020 Election
• WSJ(William McGurn): A Special Counsel Christmas for Hunter Biden
• WSJ(Brian Graham): A Reckoning Looms for Commercial Real Estate—and Its Lenders
• WSJ(Anders Fogh Rasmussen): A New Way to Lead the Free World
• NYT(Paul Krugman): When Did Republicans Start Hating Facts?
• NYT(Bret Stephens): Donald Trump and the Damage Done
• NYT(Michelle Goldberg): Just How Dangerous Was Donald Trump?
• NYT(Ross Douthat): Did the Resistance Defeat Donald Trump?
• NYT(Evan McMullin): Should NeverTrump Conservatives Form a New Party?
• WP(Catherine Rampell): The GOP reckoning never came
• WP(David Ignatius): Biden should consider ‘creative passivity’ in the Middle East
• WP(Eugene Robinson): Logic will get Trump out of the White House. But it can’t bring back normal.
• WP(Greg Sargent): How Biden will try to reverse Trump’s coronavirus failures
• WP(Greg Sargent): Mitch McConnell begs Republicans to stop feeding the Trump beast
• WP(Frida Ghitis): Why a Saudi deal with Israel could turn out to be a Biden victory
• WP(Katrina vanden Heuvel): Biden needs to listen to the Congressional Progressive Caucus to reach his Roosevelt moment
• Bloomberg(Mervyn King): The Biggest Covid Mistake Was Avoidable
• Bloomberg(Daniel Moss): China Just Showed How Much the World Needs It
• Bloomberg(Mihir Sharma): Europe Will Regret Selling Its Values Too Cheaply
• Bloomberg(John Authers): This Is a Tough Market for Contrarian Messiahs
• Bloomberg(Jonathan Bernstein): Should Biden Call Out Trump’s Lawlessness?
• Bloomberg(Lionel Laurent): Sweden’s Second Wave Offers Hard Reality Check
• Bloomberg(Stephen L. Carter): Don’t Force Employees to Get the Covid-19 Vaccine
• Bloomberg(Cathy O'Neil): If Facebook Broke Up, Would Anyone Notice?
• Bloomberg(Seth J. Frantzman): Israel Should Heed Its New Arab Friends on Palestine
• CNN(Charlie Dent): Why more Republicans should follow Rep Mitchell's lead
• CNN(Brian Belski): There's a reason to be bullish on stocks in 2021, too
• CNN(Peniel E. Joseph): Shut the door on Trump by ending the electoral college
• CNN(Barry R. Bloom): Why the astonishing vaccine rollout broke the speed record
• MarketWatch(Peter Morici): Trade will be the toughest test for Biden's foreign policy
• Fox News(Donna Brazile): Joe Biden is our next president. Whether Trump accepts it or not, let's get to work
• Fox News(Cal Thomas): Hunter Biden investigations -- where has the mainstream media been?
• Fox News(John Fund): Trump's legacy -- will president be remembered as a transformer or a tornado?
• Fox News(Justin Haskins): Joe Biden's Electoral College win is a big deal, so is his scary 'Great Reset' agenda
• Fox News(Richard Fowler): Trump’s defeat is now final, bringing a disastrous presidency to a welcome end
• 한경(사설): 전력 확보도 탄소중립도 안 보이는 '9차 전력수급계획'
• 조선(한삼희): 2050 탄소중립의 중대한 착각
• 파이낸셜뉴스(사설): 원전 뺀 전력수급 계획, 미덥지 못하다
• 이데일리(사설): '우후죽순' 태양광 발전의 비효율, 이래도 원전 홀대하나
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