Business Intelligence Monitor 201218

(Introduction)

[Markets]

•   Global: Stocks surge on stimulus hopes; dollar depressed

•   한국: 코스피 약보합 마감…2,770선 턱걸이

•   한국: 연료비 연동제' 장착한 한전...하루 10% 급등 12년만에 최고

•   한국: 두산그룹주 등락 갈려, 두산중공업 3%대 상승 두산퓨얼셀 2%대 하락

•   Metals: Copper pushes towards highest since 2013 with $8,000 in sight

•   Grains: U.S. corn, wheat and soybeans rally with exports in focus

•   Cryptocurrency: Bitcoin (BTC) price hits new all-time high above $23,000

[Indicators]

•   US Nov. Housing starts: U.S. Housing Starts Rose For a Third-Straight Month in November

•   US Weekly Jobless claims: U.S. Unemployment Claims Remain Elevated as Recovery Slows

•   UK Benchmark rates: BoE leaves monetary policy unchanged amid economic headwinds

※   BoE: Bank Rate maintained at 0.1% - December 2020

•   한국 2020년 가계금융·복지조사: 소득 찔끔 늘때 빚은 2.3배 더 늘었다

•   한국 주간 아파트 가격(부동산원): 전국이 '활활'…아파트값 1주일 만에 역대 최고치 갈아치웠다

•   한국 주간 아파트 가격(부동산원): 거침없는 전셋값…서울 77주 연속 상승

•   Indonesia·Philippines Benchmark rates: Bank Indonesia Holds Rates Steady, Saves Ammunition for 2021

•   Saudi Arabi 3Q GDP: Saudi Economy Contracts for Fifth Straight Quarter Amid Oil Cuts

•   Saudi Arabia Oct. Crude Oil Exports: Saudi Arabia’s Crude Oil Exports Inch Up In October

•   Mexico Benchmark rates: Mexico Holds Rate in Split Decision as Inflation Slows Down

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-Aid Talks Face Time Pressures

•   WSJ: Moderna’s Covid-19 Vaccine Gets FDA Panel Review; Favorable Recommendation Expected

•   WSJ: States File Antitrust Lawsuit Against Google

•   WSJ: Google Must Silo Fitbit Data, EU Says, Clearing $2.1 Billion Deal

•   WSJ: Why Google Is Facing Antitrust Lawsuits From All Sides

•   WSJ: South Korea’s Zombie Companies Are Scarier Than the Movies

•   WSJ: Robinhood Financial to Pay $65 Million to Settle SEC Probe

•   WSJ: What Is Bitcoin Worth? There Is Little Consensus in Fragmented Market

•   WSJ: Toyota’s Chief Says Electric Vehicles Are Overhyped

•   NYT: How the Economy Is Actually Doing, in 9 Charts

•   NYT: More Hacking Attacks Found as Officials Warn of ‘Grave Risk’ to U.S. Government

•   NYT: Nurses Are Anxious and Angry in 2nd Wave: ‘We’re Not Prepared’

•   NYT: The Vaccines Are Supposed to Be Free. Surprise Bills Could Happen Anyway.

•   WP: California coronavirus cases, hospitalizations and deaths surging

•   WP: States report confusion as feds reduce vaccine shipments, even as Pfizer says it has ‘millions’ of unclaimed doses

•   WP: Biden picks top North Carolina environmental official to run EPA

•   WP: With historic picks, Biden puts environmental justice front and center

•   WP: Guide to the 2021 Georgia Senate runoff election - Washington Post

•   WP: Pentagon’s top general meets with Taliban ahead of presidential transition in U.S.

•   WP: Coronavirus vaccinations have started. But people in Africa face a much longer wait.

•   WP: The Daily 202: ‘Robbing Peter to pay Paul.’ Congress chooses checks over other relief that might help economy more.

•   WP: The Technology 202: Here are the winners and losers in the tech industry in 2020

•   WP: The Finance 202: Fed's Powell warns Washington will remain on economic clean-up duty for foreseeable future

•   FT: Emmanuel Macron tests positive for coronavirus

•   FT: EU and China revive hopes of investment deal this year

•   FT: Brexit trade talks hit by fresh dispute over state aid

•   FT: ‘They have to do a deal now’ — the frontline cost of Brexit uncertainty

•   FT: Vladimir Putin confirms Russian spies tail Alexei Navalny

•   FT: South Korea fund managers look to cut ties with coal

•   FT: Russia global sports ban upheld but cut to two years

•   FT: US Treasury seeks to water down Trump’s Chinese securities ban

•   FT: Consumers rushed out to spend after England lockdown lifted

•   FT: Trump doubles down on threat to veto $740bn defence bill

•   FT: Rishi Sunak extends UK’s emergency Covid business schemes

•   FT: UK government expands strictest Covid restrictions in England

•   FT: Britain’s annual Brexit capitulation draws nigh

•   FT: Brexit stockpiling triggers cross-Channel freight crunch

•   FT: UAE-Israeli partnership agrees deal to buy Finablr

•   FT: ECJ ruling deals blow to Hungary’s asylum process

•   FT: Joe Biden’s senior climate picks show influence of progressive Democrats

•   FT: Investors bet on slow return of dividends after Covid interruption

•   FT: Australia’s ‘amateurish’ China diplomacy sets business on edge

•   FT: Toshiba’s largest investor escalates clash with management

•   FT: Biden’s senior climate picks show influence of progressive Democrats

•   Bloomberg: German Coronavirus Cases Jump by Most Since Outbreak Began

•   Bloomberg: Toomey Says New Bill Won’t Curb Fed’s Emergency Lending Powers

•   Bloomberg: China’s Attacks on Australian Goods Take Many Different Forms

•   Bloomberg: Watchdog Members Urge Probe on Mnuchin’s Shift of Pandemic Funds

•   Bloomberg: WTO Closes Darkest Chapter in Its History With Eyes on 2021 Rebirth

•   Bloomberg: Putin Caution on Russia Vaccine Raises Eyebrows in Argentina

•   Bloomberg: Siemens Is Said to Explore Fresh Attempt to Sell Logistics Unit

•   Bloomberg: Volkswagen Loses EU Top Court Ruling in Diesel Scandal

•   Bloomberg: Mandatory Covid-19 Vaccines for Travel Would ‘Kill the Sector’

•   Bloomberg: Global Investors Are Dumping Indian Bonds Like Never Before

•   Bloomberg: World Bank Corrects Country Rankings After Probe of Altered Data

•   Bloomberg: Eskom Bailout Emerging as Equity Swap by Biggest Bondholder

•   Reuters: EU to order more Pfizer vaccine after declining earlier offer

•   Reuters: Brazil daily COVID-19 deaths rise above 1,000 again

•   Reuters: Exclusive-U.S., EU deal on aircraft subsidies should include China clause -USTR

•   Reuters: Exclusive - U.S. trade czar Lighthizer's advice for Biden on China: 'Hold their feet to the fire'

•   CNN: Joe Biden's financial team could create a giant stock bubble

•   CNN: It's not just renters. Landlords are struggling, too

•   CNBC: The stock market will face a big test early in 2021 with the Georgia runoffs

•   CNBC: Swiss central bank chief rejects currency manipulator label from U.S.

•   CNBC: Putin calls on public to take the coronavirus vaccine

•   CNBC: Middle East oil security in pipelines, not tankers: Dan Brouillette

•   MarketWatch: The biggest stimulus plan ever known to man' is coming, strategist says --- here are two ways to play

•   Fox News: Hunter Biden associate texts hint at push to ‘get Joe involved,’ make it look like ‘truly family business’

•   SCMP: US-China tech war: rivals no longer worlds apart as they shoot for the moon

•   SCMP: Coronavirus: even vaccines for all the world’s vulnerable is no guarantee of a ‘silver bullet’, says WHO

•   SCMP: China faces urgent ‘unprecedented challenge’ to develop jet engine as foreign hostility grows

•   SCMP: Boeing jet sales to China ‘highly complicated’ by company’s arms sales to Taiwan, experts say

•   SCMP: China-Australia relations: Rio Tinto makes anti-pollution deal with world’s largest steel producer amid iron ore price controversy

•   SCMP: China’s market regulator flexes muscles, signalling Wild West era of unchecked Big Tech growth is over

•   매경(P1): 주식 장기투자때 세금 혜택

※   기재부: 「2021년 경제정책방향」 발표

•   매경: 재정 65조 마중물로…민자사업 17조·기업투자 28조 끌어낸다

•   매경: 내년 신도시 보상금 17조…현금 대신 땅 받으면 稅혜택

•   매경: 한국에 돌아온 첨단산업, 해외생산 안줄여도 지원

•   매경: 신용카드 5% 더 쓰면 내년 최대 100만원 추가공제

•   매경: 정부 "내년 3.2% 성장"…나홀로 장밋빛 전망

•   매경: 개미 요구에 주식 장기보유지원 방향 틀어…보유기간·세율은 아직 미정

•   매경: 청년인턴 10만명 뽑고 공공부문 채용 늘린다

•   매경(P1): 내년 서울 단독주택, 공시가 10% 또 뛴다

•   매경: 사실상 증세…올해 집값 상승폭보다 2배 올린 내년 공시가

•   매경: 청담동 시세 27억 단독주택 보유세…올해 725만원, 내년엔 1166만원

•   매경(P1): 대구·광주 전체를 규제지역으로

•   매경: "두더지 잡기"식 부동산규제…부산·포항·전주·여수까지 묶어

•   매경: 전주 천안 파주…규제지역 36곳 추가지정

•   매경(P1): 10대그룹 CEO는 586, 임원은 X세대 약진

•   매경: 이재용·정의선·구광모 경영본색…70년대생 임원과 신사업 승부수

•   매경: 실적부진 유통家 `군살빼기`…승진임원 확 줄여

•   매경: 한화·현대重·CJ, 3세경영 `속도`

•   매경: 中企 주 52시간 확대에…野 "저녁 굶는 삶 될 것"

•   매경: 野 "선거용" 靑 "손놓고 있나"…3차 재난지원금 증액 공방

•   매경: 은행 신용대출 속속 막힌다…카카오뱅크도 연말까지 중단

•   매경: 현대차 中판매 `고전`…고급화로 위기 넘는다

•   매경: 박용만, "경제3법 보완해달라"…文대통령에 읍소

•   매경: "이젠 ESG 안하면 투자자가 외면해"

•   매경: MSCI 조정, 韓·中 영향 적고 홍콩은 타격

•   매경: 국민연금 3년째 목표 동결…초과성과 의식했나

•   매경: [株머니 주요산업 증시기상도] 백신공급 멀고도 험해…美 추가 부양책에 촉각

•   한경(P1): "백신 보급 속도가 경기회복 좌우한다"

•   한경: "원·달러 환율 1050원 밑돌 수도"

•   한경: "전세계 부채 21京…정부지원 끊기면 쓰러질 기업 많아"

•   한경: "혁신기업이 최고 안전자산…반도체·BBIG '순환랠리' 올라타라"

•   한경: 바이든도 '美우선'…中과 무역분쟁 지속

•   한경: 반도체 호황…차·화·정 '플러스 성장' 전환

•   한경: "바이든 부양책에 美 국채값 하락…신흥국으로 '머니무브' 가속"

•   한경(P1): [단독] 삼성전자, 엔비디아 GPU 추가 수주

•   한경: [단독] 파운드리 대어 또 잡은 삼성…대만 TSMC에 '판정승'

•   한경: "中企 신용평가 기준 바꿔라" 또 금융권 압박…폭주하는 與

•   한경: 이주열 "저금리, 전셋값 급등 주범 아냐"

•   한경: 코로나에도 해외 건설 순항…올 들어 수주액 67.7% 급증

•   서경(P1): 110조 투자 '코로나 경제정책'··· 한 방이 없다

•   서경: 규제 3법'으로 기업 묶어놓고...110조 투자 끌어내겠다는 정부

•   서경: [단독] "상법 맹점에 제2 소버린·엘리엇 사태 우려...보완 입법 서둘러야"

•   서경: 매출 반토막, 매물 홍수에···'3종 지원세트' 호소한 소상공인

•   서경: "코로나 백신, 일본도 접종 잰걸음···돈 두 배 주더라도 서둘러 확보해야"

•   조선(P1): 최소 30國, 백신 맞으며 새해 맞는다

•   조선: 캐나다, 인구의 11배 확보… 이스라엘, 모사드까지 동원해 ‘백신작전’

•   조선: 구매경쟁 밀린 개도국, 中·러시아 백신에 줄서

•   조선: “어떤 백신이 성공할지 모를 땐 과잉주문이 예방책”

•   조선: 백신 초보 아스트라, 임상시험중 수차례 헛발질

•   조선: 우리 정부는 K방역 자만했었고, 관료들은 책임 피할 궁리했다

•   조선(P1): 1인 가구 덮친 탈원전 부메랑, 1000만가구 할인폐지

※   산업부: (참고자료)원가연계형 요금제 등 합리적 전기요금 체계개편안 확정

•   조선: 탈원전에 LNG발전 급증… 유가 뛰면 전기료 치솟는다

•   조선: 전기료 좌우할 국제 유가… 정부는 “내년 46달러”, 골드만삭스 “65달러” 상승 전망엔 이견 없어

•   조선: 1월에 5차 대학살 人事?… 원전수사 라인 바뀔 듯

•   조선: 野윤희숙 서울시장 불출마 가닥

•   조선비즈: 다른 곳은 좋은데 중국 증시는 지지부진… "내년 10% 안팎 상승"

•   중앙: 벌써 사재기 조짐, 3단계 돼도 대형마트 셧다운 제외 검토

•   중앙: “건설사마다 현장 수백개, 경영자가 일일이 안전조치 어떻게 확인하나”

•   동아(P1): 대통령과 재계의 ‘경제 3법 평행선’

•   동아(P1): 하루 최다 22명 사망… ‘2.5단계+α’ 조치

•   동아: [단독]靑 공들인 韓中日 정상회의, 연내 서울개최 사실상 무산

•   문화(P1): 유엔총회, 16년 연속 ‘北인권결의’ 채택

•   문화: 올 수도권 주택 인허가 2.6만가구↓… 내년에도 공급 부족

•   문화: 내년엔 너도나도 ‘지역사랑상품권’…지역경제 기여는 ‘글쎄’

•   문화: 코로나·미중 갈등·환율·규제… 벼랑끝 기업 “한치앞도 안보인다”

•   세계(P1): 코로나19 자택 대기 중 사망…의료시스템 붕괴 신호일 수도

•   한겨레(P1): 민주당, 중대재해법 윤곽…“다음달 8일까지 제정”

•   경향: 금융계 ‘탈석탄’에 삼척발전소 ‘난감’

•   머니투데이: 2050년 넷제로 첫발…탄소 파생상품 만든다

•   머니투데이: "3단계, 종식의 마법 아니다…獨 '록다운'해도 양성률 10%"

•   머니투데이: 전문가들 "무더기 규제지역? 풍선효과 잡기엔 역부족"

•   헤럴드경제(P1): 규제 푸는 ‘78법’ 인도네시아…기업 죄는 ‘3법’ 한국

•   헤럴드경제(P1): 정성호 “임대료 멈춤법? 대안없이 성급”

•   헤럴드경제: 올 국내 철강 수요, 2009년 금융위기 이후 최저치

•   헤럴드경제: 신사업 유상증자, 주가 이례적 ‘고고’

•   헤럴드경제: 일감몰아주기 규제 강화로 ‘카브아웃’ 큰 장 선다

•   헤럴드경제: ‘2021 도약 준비’ 구조조정 시작할 때 [M&A 풍향계-최주호 삼일PwC 파트너·BRS 마켓리더]

•   파이낸셜뉴스: "30조 리모델링 시장 잡자" 건설사들 ‘적과의 동침’

•   아시아경제(P1): 코로나 대응에 비어가는 곳간…힘실리는 '증세론'

•   아시아경제: 증세한다면 어떻게?'…부가세 등 '보편증세' 우선 고려돼야

•   아시아경제(P1): 현대차 자율주행 합작사 '모셔널', 2023년 美서 로보택시 주행

•   아시아경제: "돈풀기 끝나는 시점이 진짜 위기, 부작용 최소화 준비해야"

•   아시아경제: 환율 떨어지는데 韓 환율관찰대상국 유지…외환당국 고민

•   이데일리: 초강력 대출규제 DSR 내년 본격화‥"갚을 능력 따져 빌려준다"

•   이데일리: 두산, 두산중공업에 대한 담보 제공 결정

•   이데일리: 두산, 두산퓨얼셀과 70억 규모 상표권 수의계약

•   연합: 신규확진 사흘연속 1천명 넘을듯…정부, '3단계' 문턱서 고민

•   연합: [다가온 기후위기] ⑥'脫화력발전·친환경차 인프라 확충' 등 해결과제 산적

•   연합: 한화에너지 자회사, 미국서 ESS 사업 추진…"뉴욕 최대 규모"

•   뉴스핌: 매각 앞둔 두산인프라코어, ㈜두산과 2년간 브랜드 계약

•   뉴스토마토: [IB토마토]두산퓨얼셀, 4981억원 규모 계약…미래가치 기대감 확대

•   더구루: 두산중공업, 베트남서 ESG 경영 강화

•   reNews: Green hydrogen 'competitive with blue alternatives by 2030'

※   IRENA: Making Green Hydrogen a Cost-Competitive Climate Solution

•   에너지경제: 수소제조용 천연가스 가스공사 직공급...업계 간 ‘이견’ 대립

•   에너지데일리: “고사 위기 국내 ESS 업계, 정책 지원 절실하다”

•   KHL: New Hyundai 22 tonne excavator for Europe

•   KHL: Intermat Paris 2021 cancelled

•   Equipment Journal: The Top 5 machines of 2020

•   OilPrice.com: Putin: Russia Reduces Its Dependence On Oil

•   OilPrice.com: Oil Industry Needs Whopping $12.6 Trillion In Investments

•   OilPrice.com: Venezuela’s Crisis: A Cautionary Tale For Oil Nations

•   OilPrice.com: Bankruptcy Hit U.S. Oil Producers To Lose Quarter Of Production In 2021

•   전자신문(P1): "새해 선도형 경제로"...디지털경제, 컨트롤타워 세운다

•   전자신문: [이슈분석] 탄소중립 위한 전기요금 개편…연료비 연계로 지속가능 요금체계 확립

•   전자신문: [이슈분석]전압별 요금제 등 중장기 과제 여전…전력 거버넌스 개편 필요

•   전자신문: [이슈분석] 전기요금 개편…산업계, 이해 득실은?

•   디지털데일리: “반도체를 지켜라”…‘방역 강화’ 삼성전자·‘한 숨 돌린’ SK하이닉스

•   Phone Arena: Massive Samsung Galaxy S21 & S21+ press renders leak reveals all

•   Phone Arena: The Samsung Galaxy S21 Ultra looks amazing in these leaked press renders

•   Phone Arena: First OLED iPad may not arrive until 2022

•   Robotics Business Review: Autonomous Construction Solutions Advance as Industry Specific Challenges Addressed

•   Robot Report: Top 10 robotics stories of 2020

•   Nikkei Asian Review: With eye on China, Japan refuses to ease TPP rules for new members

•   Nikkei Asian Review: Pfizer to apply for Japan COVID-19 vaccine approval Friday: sources

•   Nikkei Asian Review: $2.4bn Japan fund to help decarbonization in 26 ASEAN cities

•   Nikkei Asian Review: Japan raises 2021 GDP forecast to around 4% growth

•   Nikkei Asian Review: Putin's real intention in talking up a Russia-China alliance

•   Mainichi: BOJ begins policy meeting, extension of virus response in focus

•   Hindustan Times: GDP of India to contract 7.8 pc in FY 2021: Icra

•   Folha de S.Paulo: Brazil's Health Minister Says Covid Vaccine will Rollout in February

•   Folha de S.Paulo: Bolsonaro Blames Covid Tensions with Governors on Eagerness to Seek Solutions

•   Jakarta Post: Indonesia to redirect stimulus funds toward mass vaccination

•   Jakarta Post: Explainer: Indonesia’s push for coal downstreaming against all odds

•   Viet Nam News: VN's currency policy aims at stabilising inflation and macroeconomy, not manipulation for unfair advantage

[Opinions]

•   Project Syndicate(Mohamed Nasheed, Loren Legarda): Countdown to Climate Catastrophe

•   Project Syndicate(Shang-Jin Wei): How to Make Climate Pledges Stick

•   Project Syndicate(Anu Bradford): The Brussels Effect Comes for Big Tech

•   Project Syndicate(Shlomo Ben-Ami): The Arab Spring Ten Years Later

•   Project Syndicate(Robert Skidelsky): The End of Efficiency

•   Project Syndicate(Todd G. Buchholz): Hamilton Beats MMT

•   FT(Editorial Board): EU’s rule of law clash is becoming a culture war

•   FT(Editorial Board): The US system has held up, but only just

•   FT(Philip Stephens): The UK will now count the cost of Brexit sovereignty

•   FT(Megan Greene): Three economic lessons for Joe Biden from Donald Trump

•   FT(Gillian Tett): America’s PPE supply chain looks distinctly sick

•   FT(Martin Sandbu): Why the EU insists on a level playing field

•   FT(Richard Waters): EU and US are diverging on how to rein in Big Tech

•   FT(Peter Oppenheimer): How this stock market rally differs from past cycles

•   FT(Lex): Tesla: feel the force

•   FT(Lex): Smart farming: low-hanging fruit

•   WSJ(Daniel Henninger): Joe Biden’s Cabinet of Diversity

•   WSJ(Karl Rove): Biden Needs a Conciliatory Tone

•   WSJ(Joseph C. Sternberg): Britain Already Is Beyond Brexit

•   WSJ(James Pooley): Covid Vaccine Shakedown at the WTO

•   WSJ(Jay Bhattacharya, Sunetra Gupta): How to End Lockdowns Next Month

•   WP(Nikki Haley): Three Trump foreign policies Biden should keep

•   WP(Max Boot): Trump’s China policy was a fiasco — not a triumph

•   WP(E.J. Dionne Jr.): Joe Biden may be tougher than the GOP expects

•   WP(Paul Waldman): Democrats need to start fighting debt hysteria now

•   WP(Josh Rogin): South Korea’s new anti-leaflet law sparks backlash in Washington

•   WP(Michael Gerson): Trump and his party are threatening our constitutional order

•   WP(Trevor Potter): No, Jan. 6 isn’t another chance for Trump to reverse the election

•   WP(Norman Ornstein): Democrats’ House majority is razor-thin. Any glitch could spell disaster.

•   Bloomberg(Daniel Moss): Powell Gives Emerging Markets an Even Longer Leash

•   Bloomberg(Daniel Moss): Vietnam May Be Too Successful for Its Own Good

•   Bloomberg(Tyler Cowen): Worried About Inflation After Covid? Don’t Be

•   Bloomberg(Noah Smith): Breaking Up Facebook Won't Solve the Problem

•   Bloomberg(Andy Mukherjee): India Wants a V-Shaped Recovery at Any Cost

•   Bloomberg(Aaron Brown): Robinhood Is Not Gamifying Markets. It's Democratizing Them.

•   Bloomberg(John Authers): Fed Ends With a Whimper. Can Georgia Cause a Bang?

•   Bloomberg(Mark Gilbert, Marcus Ashworth): How Markets Can Defy Gravity Again in 2021

•   Bloomberg(Jonathan Bernstein): Can Biden’s Cabinet Get Through McConnell?

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Congress Is Still Willing to Let America Down

•   Bloomberg(Ferdinando Giugliano): Italians Are Starting to Like the Germans

•   Bloomberg(Sam Fazeli): How Many Different Covid-19 Vaccines Do We Need?

•   CNN(John D. Sutter): The well-intentioned Paris climate promises don't go nearly far enough

•   MarketWatch(Jeffrey C. Fuhrer): The Fed will let the economy run 'hot' in ways that could benefit low-income and minority communities --- but the policy comes with risks

•   Fox News(Tucker Carlson): Does Joe Biden believe in democracy or oligarchy?

•   Fox News(Tucker Carlson): Biden set to pick China propagandist Bob Iger as ambassador to Beijing

•   Fox News(K.T. McFarland): Hunter Biden should be investigated by special counsel — national security demands it

•   Fox News(A. Scott Bolden): Biden must repair damage caused by incompetent Trump’s rampage across our democracy

•   중앙(사설): 전기요금 개편…탈원전 고지서 아닌가

•   경향(조명래): 2050년 탄소중립, 가야 할 길이면 앞서가자

•   아시아경제(이창훈): 탄소 경쟁력 확보 땐 전통 주력산업 주도