[Markets]
• Iron ore: Iron ore prices on the march again
• Cryptocurrency: Bitcoin surges past $20,000 for first time
[Indicators]
• US Nov. Construction starts: November Nonresidential Building Strength Outweighed by Declines in Other Construction Activity
• US Nov. Retail sales: U.S. Shoppers Pull Back Spending at Start of Holiday Season
• US Dec. NAHB housing market index: Homebuilder confidence drops from record high
• US Dec. PMI: U.S. Economic Momentum Eases While Europe Steadies
• US Benchmark rates: Fed Updates Plans for Bond Buying, but Makes No Changes to Asset Purchases
※ WSJ: Fed Keeps Foot on the Gas
• Eurozone Dec. PMI: Rebound in eurozone business activity overshadowed by fresh lockdowns
• UK Nov. CPI·PPI: UK inflation falls again in November
• UK Dec. PMI: Brexit stockpiling helps UK private sector return to growth
• 한국 11월 고용: 11월 취업자 27.3만명↓…'IMF 때 이후 최장' 9개월 연속 감소
• 한국 11월 부동산시장 소비자 심리조사: 부동산 매매 심리지수 5년7개월만에 최고
• Japan Nov. Balance of trade: Japan posts record run of export declines on soft U.S., China demand
• Indonesia Nov. Car sales: Pent-up demand boosts Indonesia car sales in November
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: Stimulus checks are back in the $900 billion relief package as congressional leaders near deal
• Bloomberg: What Happens When the 1% Go Remote
• CNBC: Covid vaccine: U.S. quarantines Pfizer shipments in California, Alabama after transit 'anomaly'
• Fox Business: Biden rejoining TPP trade deal would be 'abject failure' to contain China, United Steelworkers warns
• SCMP: China eyes demand-side reforms over stimulus measures to boost domestic consumption, economy
• SCMP: China reassures public of ‘balanced’ coal supply for winter as provinces cut back power to factories
• 매경(P1): "韓경제회복 빨라야 내년 하반기부터"
• 매경(P1): 규제3법 재계 호소에도 정부는 "투명성 높일것"
• 매경(P1): 이낙연, 은행 부행장들 앉혀놓고 "상가 임대·임차인 이자 낮춰주라"
• 매경: 식당 -45%·여행 -42%…최악 소비지표
• 매경: 주담대 금리 상승…시중銀 0.03%P씩 올려
※ World Economic Forum: Global Competitiveness Report Special Edition 2020: How Countries are Performing on the Road to Recovery
• 한경(P1): 여당, 결국 재정 풀어 '자영업자 임차료 직접 지원' 가닥
• 한경(P1): [단독] 파주·천안·창원·울산, 규제지역 된다
• 한경: 임대료 이어 대출금리까지 개입나선 與
• 한경: 중견기업 대졸 신입 평균 연봉 3338만원
• 한경: "삼성전자 내년 영업이익 50조원"
• 서경(P1): 산업부 '과속 탄소중립' 감속 법안 만든다
• 조선: 삼성 노조 허용 1년… 노사협상 곳곳서 난항
• 조선비즈: 정비사업 수주전 연말까지 '후끈'
• 인베스트조선: 5대 금융지주 70兆 쏟아붓겠다는 뉴딜사업…제2의 라임 우려
• 인베스트조선: 국가가 기획하고 공공(公共)이 주연 맡는 2021년 자본시장
• 인베스트조선: 2020년 자본시장, 산업은행과 구조조정만 보였다
• 중앙(P1): 확보했다던 백신 1000만명분 도입 시기 불투명
• 동아(P1): 신규 확진자 1078명 또 최다… 정부 “3단계 격상 깊이 검토”
• 머니투데이: EU 배터리 재활용 중요성 '업'…19조원 시장 열린다
• 헤럴드경제(P1): 해외 꽂힌 개미들, 순매수 5년만에 100배
• 헤럴드경제: 조선 빅3, 올 수주목표 절반 달성…“내년 수주가뭄 탈출”
• 파이낸셜뉴스(P1): 초유의 셧다운 온다.. 생필품 사재기 조짐 [현장르포]
• 파이낸셜뉴스: "한국, 산재 현행법들도 이미 美·유럽보다 강력"
• 파이낸셜뉴스: 내년 G7 정상회의.. 韓, 참관국으로 간다
• 파이낸셜뉴스: ‘회사채보다 CP’ 올 발행 18% 늘었다
• 파이낸셜뉴스: 코로나 여파…내년 대기업도 R&D투자·채용 줄인다
• 파이낸셜뉴스: 고개드는 '규제 무용론'… 전세난에 수도권 집값 다시 오른다
• 아시아경제(P1): [르포]병원·빈대떡집·여행사·노래방에서…실업자 쏟아져 나온다
• 아시아경제(P1): 삼성, 급기야 '여행 금지령'…대기업 방역 수칙은 3단계+α
• 이데일리(P1): 인사·조직개편 마친 4대그룹, 컨틴전시 플랜 가동
• 이데일리: "영파워만 있나, 우먼파워도 있다"…4대그룹 女 임원들
• 이데일리: 외국인 1.5조 팔아도 `전기차 배터리株`는 샀다…왜?
• 이데일리: “아파트만 좋아해”…'아파트>연립' 가격차 역대 최고
• 이데일리: 못믿을 부동산 통계…'불신의 아이콘'으로 등극
• 비즈니스포스트: 두산인프라코어 스마트건설 솔루션 호응받아, 해외진출 본격화 저울질
• 녹색경제신문: ‘국내 1위’ 두산퓨얼셀, 수소사업 다각화로 글로벌시장에 '한 걸음'
• 에너지경제: UNDP "한국 1인당 이산화탄소 배출량 중국 능가…북한 10배"
• 에너지경제: 수소 시범도시에 수소배관 32.5km 깐다
• 이투뉴스: 발전사업 참여 반대 성명에 한전 ‘뒤끝작렬'
• 이투뉴스: 화석연료 기반 新에너지 신재생에너지법서 제외 추진
• Construction Equipment: Equipment Investment to Rebound: ELFF
• 대한경제: 해외 에너지기업 잔치판 된 해상풍력 사업
• 대한경제: “신재생에너지 기술력 높일 때까지 원전 적극 활용해야”
• OilPrice.com: Is It Time For A Correction In Oil Markets?
• OilPrice.com: Big Oil Slammed With A $7 Trillion Reality Check
• OilPrice.com: World Bank Sees Oil Prices Averaging $44 In 2021
• 전자신문: [이슈분석]미래 전기차 배터리 '전고체' 개발도 가열
• ZDNet Korea: LG폰, 내년 ODM 확대…6년 적자 벗어날까
• 디지털데일리: “3.5GHz, 28GHz 모두 리얼5G” 다음 단계 준비하는 통신3사
• Robotics & Automation News: Do EVs reduce or increase CO2 emissions?
• Nikkei Asian Review: Toshiba plans $9.7bn investment blitz in shift to expansion
• Nikkei Asian Review: Nissan picks Japan, not Britain, to make Ariya electric car for EU
• Nikkei Asian Review: Japan's Koizumi ups climate ante with goal of 40% renewable power
• Nikkei Asian Review: Analysis: Xi sees Alibaba and Tencent as rising threats to power
• Business Standard: Govt's check on telco gear makers to hit Chinese equipment companies
• Business Standard: India GDP recovering better than expected; to contract 7.4% in FY21: SBI
• Hindustan Times: India making efforts to deregulate economy to attract greater investments: Piyush Goyal
• Folha de S.Paulo: Pazuello Tells Supreme Court that Vaccination against Covid Will Start 5 Days after Anvisa Authorization
• Folha de S.Paulo: "I Will Not Get a Vaccine and That Is My Problem", Says Bolsonaro
[Opinions]
• Project Syndicate(Mohamed A. El-Erian): Avoiding America’s Vicious COVID Cycle
• Project Syndicate(Michael Chertoff, Latha Reddy, Alexander Klimburg): The SolarWinds Wake-Up Call
• FT(Editorial Board): High savings rates and the unequal recovery
• FT(Gordon Brown): G20 nations must devise a global plan for growth post-Covid
• FT(Martin Wolf): Five forces that will define our post-Covid future
• FT(Robert Shrimsley): If self-interest is the measure, Boris Johnson will do a Brexit deal
• FT(Martin Sandbu): Latest EU summit has the potential to be momentous
• FT(Mark Lewis): Renewables bring deflation to the energy sector
• FT(Barry Eichengreen): Why it is foolish to bet on a dollar crash
• FT(Ryosuke Harada): China’s power is rising in an unstable world
• FT(Lex): UK inflation: Okun’s raiser
• WSJ(Holman W. Jenkins, Jr.): Vaccines vs. Lockdowns
• WSJ(Adrian Zenz): Coercion in Xinjiang’s Cotton Fields
• NYT(Thomas L. Friedman): Kamala Harris Deserves a More Important Job
• NYT(Thomas B. Edsall): America, We Have a Problem
• NYT(Ivan Krastev): Was Merkel Right to Compromise With the Populists?
• WP(Editorial Board): Congress’s pandemic bill is late, imperfect — and needed. Pass it now.
• WP(Editorial Board): Mitch McConnell finally acknowledges Biden's win. But the damage is done.
• WP(Max Boot): Trump’s China policy was a fiasco — not a triumph
• WP(Jennifer Rubin): What the Biden team can learn from the Buttigieg pick
• WP(Greg Sargent): A new stimulus deal is emerging. It shows the challenges Biden has ahead.
• Bloomberg(Editorial Board): Republicans Must Admit the Election Is Over
• Bloomberg(Noah Smith): Buttigieg May Finally Give the U.S. Its Infrastructure Day
• Bloomberg(Brian Chappatta): Jerome Powell Sees Fed's Limits and Punts to Congress
• Bloomberg(Liam Denning): Biden Energy Pick Granholm Understands Cars, Green Jobs
• Bloomberg(John Authers): Fed's Last Christmas Before Biden Is All About WAM
• Bloomberg(Brooke Sutherland): Covid-19 Is Casting Conglomerates in a New Light
• Bloomberg(Karl W. Smith): Congress Can Pass This Covid Relief Plan Right Now
• Bloomberg(Therese Raphael): British Sovereignty Means Free Will, Not a Free Lunch
• Bloomberg(Hussein Ibish): What Biden Should Do About Israel And Palestine
• Bloomberg(Alex Webb): Google, Amazon and Apple Face the Nuclear Option
• Bloomberg(Sinan Ulgen): After Trump’s Sanctions, Biden Can Reset With Turkey
• CNBC(Clete Willems): The U.S. and EU have a lot of work to do to rebuild their trade relationship
• CNN(Hagar Chemali, Charles Landow): Biden's chief foreign policy appointment: his running mate
• CNN(Lincoln Mitchell): The extraordinary rise of Pete Buttigieg
• MarketWatch(Louis D’Anella): These are the last days of small government and investors need to prepare for ‘neofiscalism’
• Fox News(Doug Schoen): Biden will face grave challenges as president — here are a few and what to expect
• Reuters(Mike Dolan): Angst about pandemic without end
• 서경(현정택): 탄소중립, 마법으로는 안 된다
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