Business Intelligence Monitor 201221

(Introduction)

[Markets]

•   Global: Equities dip, oil jumps, as investors wait on U.S. stimulus package

•   US: Tesla Shares Hit Record After Last-Minute Surge Ahead of S&P 500 Debut

•   한국: 코스피 소폭 상승…이틀만에 또 사상 최고치

•   한국: 코스피 쉬어가나…연말 변동성 주의

•   한국: 中 기업 잇단 디폴트에 MSCI 제외까지···韓 증시 반사이익

•   한국: 두산그룹주 혼조, 두산중공업 3%대 하락 두산퓨얼셀 5%대 급등

•   Natural gas: LNG Prices Soar To Six-Year High

•   Metals: Copper pares gains after breaking above $8,000 level

•   Iron ore: Iron ore price leaps to highest since 2011

•   Grains: Soybeans hit 6-1/2 year high, corn follows as traders eye South American crops

[Indicators]

•   US Q3 Current account: U.S. current account deficit rises to more than 12-year high

•   US Dec. MCI-EFI: Financing Confidence Up in December

•   US Q4 GDP Nowcast: Dec 18, 2020: New York Fed Staff Nowcast

•   Germany Nov. Insolvencies: German insolvencies continue to fall despite phasing out of virus-waiver

•   Germany Dec. Ifo business climate: German Businesses Are Optimistic About Recovery in 2021

•   UK Nov. Retail sales: U.K. Retail Sales Fall in November Amid Fresh Lockdowns

•   한국 2019년 기업 특성별 무역통계: 작년 한국무역 ‘대기업 의존도’ 역대 최저

•   한국 3분기 FDI: 코로나에 해외직접투자 3개 분기 연속 감소…부동산업 -78.9%

•   한국 3분기 전국산업단지현황: 코로나 여파 산업단지 생산·수출 실적 '뚝'

•   Japan Nov. CPI: Japan core consumer prices fall at fastest pace in 10 years

•   Japan Nov. Benchmark rates: BoJ launches policy review after Covid dashes inflation hopes

※   BOJ: Statement on Monetary Policy

•   Russia Nov. GDP: Russia's economy declines 3.7% y/y in Nov after revised 4.5% drop in Oct

•   Russia Benchmark rates: Russian Central Bank Holds Benchmark Interest Rate at 4.25%

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Moderna’s Covid-19 Vaccine Is Cleared for American Use

•   WSJ: U.S. Starts Delivery of Moderna’s Covid-19 Vaccine

•   WSJ: CDC Panel Recommends Covid-19 Vaccines for Front-Line Workers, People Over 75 Next

•   WSJ: North Korea’s Economy Hit Harder Than It Has Been in Decades

•   WSJ: Congress Passes Two-Day Spending Bill in Bid to Avert Shutdown Amid Covid-19 Aid Talks

•   WSJ: Caught Between Police and Protesters, Macron’s Centrist Balancing Act Falls Apart

•   WSJ: U.S. Blacklists China’s Top Chip Maker, Escalating Tech Fight

•   WSJ: Small Businesses, Hit Hard by Pandemic, Are Being Starved of Credit

•   WSJ: For Many Big Businesses, 2020 Was a Surprisingly Good Year

•   WSJ: For Small Firms, Covid-19 Cuts Deeper; ‘It’s Getting Worse Every Day’

•   WSJ: U.S. Officials Urge Calm Over New Covid-19 Strain Abroad

•   WSJ: How 2020 Whipsawed Economists

•   WSJ: World Bank Says Managers Pressured Staff to Alter Global Business Rankings

•   WSJ: Infrastructure-Investment Binge Is Set to Continue—With or Without Washington

•   WSJ: Fed Stress Tests Show U.S. Banks Can Withstand Covid-19 Pandemic

•   WSJ: Christopher Waller Sworn In as Newest Fed Governor

•   WSJ: Jack Ma Makes Ant Offer to Placate Chinese Regulators

•   WSJ: Chip Giants Intel and Nvidia Face New Threats From Amazon to Google to Apple

•   WSJ: Economy Week Ahead: Housing, Consumer Spending and Jobless Claims

•   NYT: Trump Claims Credit for Vaccines. Some of His Backers Don’t Want to Take Them.

•   NYT: In Last Rush, Trump Grants Mining and Energy Firms Access to Public Lands

•   NYT: Is There Such a Thing as a Humane Eviction?

•   NYT: Biden Cabinet Leans Centrist, Leaving Some Liberals Frustrated

•   NYT: Trump Contradicts Pompeo Over Russia’s Role in Hack

•   NYT: Trump Discussed Naming Sidney Powell as Special Counsel on Election Fraud

•   NYT: The Coronavirus Is Mutating. What Does That Mean for Us?

•   NYT: As Christmas Nears, Virus Experts Look for Lessons From Thanksgiving

•   NYT: ‘Big Fight’ Breaks Out Over Which Interest Groups Get Vaccine First

•   NYT: ‘The Pandemic Is a Prisoner’s Dilemma Game’

•   NYT: No ‘Negative’ News: How China Censored the Coronavirus

•   NYT: Clueless About 2020, Wall Street Forecasters Are at It Again for 2021

•   WP: How Trump’s denial and mismanagement led to the covid pandemic’s dark winter - Washington Post

•   WP: Stimulus deal negotiations over come Toomey objection but still face government shutdown deadline

•   WP: The scene inside a California hospital overrun with covid cases - Washington Post

•   WP: Even as Trump vows to keep fighting, his aides are quietly starting to move on

•   WP: Details emerge on $600 stimulus checks, jobless benefits as Congress rushes to finalize deal

•   WP: Why Congress went 8 months without new coronavirus relief as the pandemic worsened

•   WP: Biden nominees mount charm offensive amid tough confirmation landscape

•   WP: Trump says he spoke with Sen.-elect Tuberville, who has hinted at backing electoral college challenge next month

•   WP: America’s image has tumbled during Trump’s presidency. Can Biden turn it around?

•   WP: Biden to receive coronavirus vaccine Monday, spokeswoman says

•   FT: French customs to patrol Eurostar as Brexit border chaos looms

•   FT: Vaccines for sale on dark web as criminals target pandemic profits

•   FT: Denmark’s Covid response runs into trouble as infections spiral

•   FT: John Kerry’s powerful climate job risks complicating US foreign policy

•   FT: Sweden announces toughest Covid measures yet

•   FT: The great hack attack: SolarWinds breach exposes big gaps in cyber security

•   FT: Apple Pay draws antitrust attention

•   FT: Foreign investors dash into emerging markets at swiftest pace since 2013

•   FT: EU countries ban travel from UK after spread of new virus strain

•   FT: Brexit talks remain blocked over fishing rights

•   FT: Fish stuck in Brexit net as clock ticks towards midnight deadline

•   FT: Apple supply chain workers in Asia protest over unpaid wages

•   FT: Anxiety clouds China’s rush to vaccinate parts of the world

•   FT: India hits 10m Covid cases as tough measures fail to halt spread

•   FT: Iraq devalues currency by a fifth as oil-price collapse hits

•   FT: UK to fast-track drug trials to boost post-Brexit life sciences

•   FT: Hancock warns of tough restrictions for months amid new Covid strain

•   FT: Christmas debacle caps a bad year for Johnson on Covid-19

•   FT: UK business despairs at new lockdown restrictions

•   FT: Thailand to vaccinate half of its population in 2021

•   FT: Boris Johnson tears up UK’s five-day Christmas bubble plans

•   FT: UK farmers turn to robots to plug labour shortages

•   FT: Debt dilemma: how to avoid a crisis in emerging nations

•   FT: Black Americans wary of Covid vaccine effort

•   FT: ‘A giant bonfire of taxpayers’ money’: fraud and the UK pandemic loan scheme

•   FT: Copper bulls bet green agenda will push metal on towards record high

•   FT: Can the UK stock market get its mojo back?

•   Bloomberg: Vaccines Don’t Mean We’ll See the Last of Covid, Experts Warn

•   Bloomberg: Thailand Locks Down Coastal Area as Virus Cases Hit Record

•   Bloomberg: SMIC Sees Impact on Advanced Chip Research From U.S. Blacklist

•   Bloomberg: U.S. Has Administered 556,208 Vaccine Shots in First Week

•   Bloomberg: More Than 1.8 Million People Have Been Vaccinated: Covid-19 Tracker

•   Bloomberg: Biden Calls Climate Change ‘Existential Threat of Our Time’

•   Bloomberg: A Speculative Frenzy Is Sweeping Wall Street and World Markets

•   Bloomberg: The Slum Next Door to Gangnam Exposes South Korea’s Wealth Gap

•   Bloomberg: China Vows Countermeasures on U.S. Sanctions Against Its Firms

•   Bloomberg: U.K. Could Agree on ‘Mini Deals’ With EU If Trade Talks Fail

•   Bloomberg: Yellen Pressed to Back Strong Dollar in Reversing Trump-Era Tone

•   Bloomberg: Malaysia Faces Revenue Crunch as Spending Mounts on Virus Woes

•   Bloomberg: Fed’s Daly Welcomes More Fiscal Aid as Stimulus Deal Nears

•   Bloomberg: Australia Sees Higher Iron Ore Earnings on China-Fueled Boom

•   Bloomberg: BOE’s Vlieghe Says May Need Subzero Rates for Full Recovery

•   Bloomberg: Emerging-Market Stocks to Face Seven-Week Rally Litmus Test

•   Bloomberg: Israel’s Squabbling Leaders in Last-Ditch Bid to Avert Election

•   Bloomberg: Italy Needs Deficit to Spur Growth, Gualtieri Tells La Stampa

•   Bloomberg: Saudi Central Bank Hikes Bill Issuance Cap to 10 Billion Riyals

•   Bloomberg: Switzerland Approves Pfizer Shot as First Covid-19 Vaccine

•   Bloomberg: Apple Shuts California, London Stores as Pandemic Worsens

•   Bloomberg: VW Warns Chip Shortage Threatens Car Production Worldwide

•   Bloomberg: Spain Facing Concerning Pandemic Trend, Must React To Stop Surge

•   Bloomberg: OPEC+ Will React Faster, Be More Hands-On With Oil Market

•   Bloomberg: EU Is on Track to Meet Its Climate Targets for 2020: Map

•   Bloomberg: Toshiba Again Seeks Acquisitions After String of Deal Flops

•   Reuters: Draft guidance on China investment ban spurs tensions in Trump administration -sources

•   Reuters: Qatar approves Pfizer and BioNTech COVID-19 vaccine emergency use - QNA news agency

•   Reuters: Reopening rally? Speculative bubble? These days, it's hard to tell

•   Reuters: Biden says he is not concerned about accusations against son Hunter

•   Reuters: Global coal demand to rise 2.6% in 2021 after record decline this year - IEA

•   Reuters: China says will vaccinate 'key groups' over winter, spring

•   Reuters: Explainer: How the Moderna vaccine stacks up against Pfizer/BioNTech's

•   Reuters: Analysis-Debate over pulling fuses widens regulatory cracks on 737 MAX

•   Reuters: Analysis-U.S. retailers want shoppers to help Santa with curbside pickup

•   CNN: This bond market took off in 2020. And it's all for a good cause

•   CNBC: Biden's USTR pick Katherine Tai will be tough on China: Ex-Trump official

•   CNBC: Solarwinds hack: Here's everything you need to know

•   CNBC: Quarantine-free travel from the U.S. to Europe shows the first, small signs of becoming reality

•   CNBC: Covid vaccine: Dr. Scott Gottlieb expects shortages to last through next week

•   CNBC: Covid: How Unemployment has pushed workers to the edge

•   MarketWatch: What could rattle markets in 2021, even as vaccines are rolling out

•   Fox News: Trump campaign takes fight over Penn. election, ballot laws to Supreme Court

•   Fox News: Trump wields power to stymie Biden on Paris climate deal

•   SCMP: Under Joe Biden, tapping US capital markets will get even tougher for corporate China

•   SCMP: Xinjiang forced labour concerns threaten to derail China’s investment deal with EU

•   SCMP: China urged to ‘expand job market’, provide support for university graduates and migrant workers in 2021

•   SCMP: China adds a fifth bad-debt manager to prepare for decade-high dud loans as Covid-19 weighs on banks and borrowers

•   SCMP: Ant Group removes small banks’ online deposit products from its platform as it toes the line with China’s new fintech rules

•   SCMP: China aims to upgrade farmland the size of the Republic of Ireland. Here’s why

•   SCMP: China’s small exporters see bank accounts frozen amid ‘massive crackdown’ by police across the country

•   SCMP: China’s top policy panel says government will continue ‘necessary support’ for economy

•   SCMP: How China’s ‘dibao’ social safety net is being used to silence dissent, according to one researcher

•   SCMP: China’s stock exchanges and ‘Millionaire Yang’ mark 30 years of pride, fascination with Communist-style capitalism

•   SCMP: China outlines system to subject foreign investors to national security review

•   SCMP: China strikes triumphal note over economic recovery as it looks to cut reliance on US technology

•   SCMP: Former Chinese finance minister Lou Jiwei attacks regulators for ‘failure’ to act over risk

•   Global Times: Sinovac secures annual output of 300 million COVID-19 vaccine doses by end of year

•   Global Times: Multilateralism key to COVID-19 vaccine

•   Global Times: China commends 2020 victory, aims to tackle risks in 2021 at top economic meeting

•   매경(P1): `곰표+맥주`, `삼육두유+호빵`, `컨디션+라면`…이종 콜래보 전성시대

•   매경(P1): "순혈주의 깨고 혁신하라" 非공채 CEO 거센 돌풍

•   매경: 삼고초려하는 젊은 총수들…대학·PEF·경쟁사 안가리고 영입

•   매경(P1): 모더나 백신, 연내 계약 물건너가

•   매경: 한국은 `백신없는 겨울`…빨라야 내년 2~3월 아스트라제네카 접종

•   매경: "3단계 되기전 머리 깎자"…미용실, 웃지못할 호황

•   매경: `집콕`에…가정용 전기요금, 산업용 추월

•   매경: 대출 조여도…이달 신용대출 1조 늘어

•   매경: 계단 성큼 오른 로봇개, 장애물 보더니 쓱~ 돌아가네

•   매경: 삼성 반도체·스마트폰, 연봉의 47% `보너스`

•   매경: IT부품 대장주 삼성전기, 내년 `전력질주`

•   매경: 최태원 "ESG 협력으로 글로벌 문제 해결 나서야"

•   매경(P1): `전고체 배터리` 누가 먼저…세계전쟁 시작

•   매경: 韓中日, 차세대 배터리 각축전…4대그룹 총수들 직접 뛴다

•   매경: 더 멀리가는 3세대 리튬전지…K배터리, 내년초 승부수

•   매경: "서울택지 많다고? 다 산인데" 기본도 안된 변창흠 공급대책

•   매경: 연료비 낮춘 LNG추진선, 새해 韓조선 선봉장

•   매경: [단독] 국산車 수출, 16년만에 年200만대 밑돈다

•   매경: 약물재창출로 코로나 치료제는 아직 `먼길`

•   매경: "어게인 2018"…내년 반도체 3차 슈퍼사이클 부푼 꿈

•   매경: "코스피 3000 간다" 전망치 줄상향

•   매경: 정부, 전세대책 물량 `뻥튀기` 논란…공실임대 공급량 절반으로 줄어

•   한경(P1): 변창흠의 답답한 공급 구상…"차익환수 전제로 규제 완화"

•   한경(P1): "내년 증시 최고점…中 주식 사라" 글로벌 큰손 블랙록 조언

•   한경: 美·유럽서도 "친환경車 전환 압박 지나쳐"

•   한경: 巨與 '임대료 규제' 밀어붙이기…이낙연 "이달내 종합대책 마련"

•   한경: 2022년엔 전기료 어떻게 될지 모른다는 정부

•   한경: 이정호 레인보우로보틱스 대표 "우린 핵심기술 갖춘 진짜 로봇기업"

•   한경(P1): 조명래 "탄소중립, 기업의견 듣겠다"

•   한경: 조명래 "30년 장기 비전…'5년 단위 脫탄소 계획' 만들어야"

•   한경(P1): 감사위원 분리선출…기업들 '우왕좌왕'

•   한경: 카카오 등 감사위원 3명 모두 새로 뽑아야…기업들 주총 '초비상'

•   한경(P1): '공포'에 사서 기다렸다…'주식 필패론' 깬 2020 동학개미

•   한경: 주식세제·공모주…금융정책도 좌지우지한 개미군단

•   한경: 개인 계좌 1년새 589만개 급증

•   한경: 증시 '3대 편견' 깨고…수익률 승자 된 '2020 동학개미'

•   한경: 증권사들 공매도 규모 42% 줄어든다

•   한경: 기업들 "생산차질 막아라"…'3단계 격상' 대비 高강도 자체 방역

•   한경: 지방은행도 신용대출 문턱 높였다

•   한경: 생존 키워드 된 ESG…실적 좋은 '착한 기업'에 투자하세요

•   한경: 올해 집 산 2주택자…1년내 기존 주택 안 팔면 '양도세 폭탄'

•   한경: 삼성 스마트폰AP…다음달 12일 공개

•   한경: LG전자 바리스타 로봇 "자격증 땄어요"

•   한경: 세계 상장사 시총 100조달러 넘었다…GDP 20% 웃돌아

•   한경: 일본, '脫석탄 비용' 국민이 부담…원전 돌려도 전기료 30% 뛴다

•   한경: 30조弗 녹색자금 잡아라…日 'ESG 경영' 공시 의무화

•   서경(P1): 지금도 과한데···與보다 센 野 '중대재해법'

•   서경: "과잉처벌 금지·포괄위임 금지·명확성 등 헌법원칙 훼손"

•   서경: "당헌 무시한 反기업 입법"...국민의힘 내부선 부글부글

•   서경: 美·日 등 경쟁국은 6개월~2년인데...韓 7년 이하 징역 세계 최고 수준

•   서경(P1): 중저가 단독주택이 공시가 더 올랐다

•   서경: 93억 주택 공시가 1.9% 오를 때 인근 6억 점포주택 23% 급등

•   서경: 방배동 다가구 1주택, 보유세 1,406만 → 2,039만원 45% '껑충'

•   서경: [백신 Q&A]백신 선택할 수 있나? ···의료진이 건강상태 체크 적합한 백신 접종

•   서경: 아파트 '사자' 서울 빼고 역대 최고···규제확대 유턴 촉발?[S머니]

•   서경: [시그널] 100억→6,000억 껑충···비수기 1월도 IPO 봇물

•   서경(P1): 디지털 위안화, 홍콩 발판으로 통화패권 노린다

•   서경: 거부감 없이 QR 찍고 NFC 결제···"위챗페이보다 편해요"

•   서경: 돈 어디서 어떻게 썼는지 한눈에···"中 빅브러더 사회 가속"

•   서경: 홍콩→일대일로 국가→한·일·동남아로...위안화 블록 확대 나설듯

•   서경: 속도내는 中 디지털 화폐 도입에...'주도권 놓칠라' 각국 중앙銀 긴장

•   서경: 전담 조직 신설한 한은, 내년부터 CBDC 시험 유통

•   서경(P1): 기업 10곳 중 6곳 "내년 투자·채용 모두 줄인다"

•   서경: 코로나·규제 3법 부담에···국내기업 절반 "긴축 경영"

•   서경: 稅부담 피하자...'공시가 1억 이하' 주택 투자 광풍

•   조선(P1): 코로나 병상없어 이달 6명째 사망...죽음의 계곡 건널 위기

•   조선: 중증환자 246명 역대 최다… 서울 중환자 병실은 1개 남아

•   조선(P1): 대북전단금지법 놓고 美의회, 청문회 추진

•   조선: “언 발에 오줌” “정말 답답”… 與중진들도 부동산정책에 쓴소리

•   조선: 재해대책법 놓고 與지도부도 ‘勞·使 충돌’

•   조선(P1): 확진 5만명 넘은 날, 서울 중증병상 0개

•   조선: “종부세 인상은 국민 재산권 침해” 법조인·교수 17명, 헌법소원 낸다

•   조선: 정부 “은행들, 배당금 축소하라”… 대출·금리규제 이어 ‘관치’ 논란

•   조선: 세계적 석학 자크 아탈리 “백신 못구했다고? 한국 끔찍한 실수”

•   조선: [Mint] 코로나가 앗아간 우리 회사의 꿈… 올 10월까지 879곳 파산, 작년보다 14% 늘어

•   조선: [Mint] 인스타그램·와츠앱 인수 후 소비자에 어떤 피해 줬는지 입증하긴 쉽지 않아요

•   조선비즈: 베란다형 태양광 설치 실적 5년 전으로 '뚝'

•   조선비즈: 투자처 못 찾는 돈 MMF로 몰렸다… 올해 52조원 증가

•   IT조선: 가격 '확' 낮춘 갤럭시 군단, 갤S21 출시 앞서 재고 정리

•   중앙: 3단계 땐 203만개 업소 타격…“격상 않고 유행 억제 목표”

•   중앙(P1): "文 직접 '내가 책임진다, 전권 줄테니 백신 확보하라' 해야"

•   중앙: 빅테크 기업들 ‘디지털 인증’에 목숨 거는 까닭

•   중앙: 새해, 회사가 이사를 간다…“강남 좋아”거나 “불만도 침묵”

•   동아(P1): [단독]‘아스트라제네카 백신 내년 2, 3월 공급’ 계약서엔 명시 안됐다

•   동아: [단독]뒤늦게 백신 확보 서두르지만… 내년 2분기에도 대량공급 불투명

•   동아: 집값 오름세 전국 돌고돌아 다시 서울로… 또 들썩이는 강남

•   동아(P1): “화이자-모더나, 3월이전 공급못한다”

•   동아(P1): ‘황금상권’ 홍대앞 가게들도 무너졌다… 탁구장 주인 “북한산으로 출근합니다”

•   동아: “인근 회사원들 재택근무에… 하루 커피 한잔 팔기도 어려워요”

•   동아: 1억 빚에 잠못드는 불고깃집… “외환위기 실직때보다 더 힘들어”

•   동아: [단독]“화이자 백신 접종후 등산 다음날 같은 근육통 엄습”

•   문화: 업체 9곳 “신안 8.2GW 해상풍력발전에 6500억 투자”

•   문화: 국토부, 집값 급등 ‘남탓’에… 韓銀 ‘부동산정책 실패’ 지적

•   한국(P1): 코로나19가 불러온 우리 경제 변화... '결정적 5장면'

•   한국(P1): "2020년은 내로남불의 해" 올해의 사자성어 '아시타비'

•   서울: [단독] 5대 은행장 “내년에도 대출 규제… 신흥국·K뉴딜·ESG 투자 주목”

•   세계(P1): 정부, 임대료 직접 지원 검토… 3차지원금 4조 넘을 듯

•   한겨레: [단독] 수도권에 성탄절 이전 ‘5인 이상 집합금지’ 추진

•   경향: ‘바이러스 파이터’ 이재갑 교수 “지금을 정점으로 만들지 않으면 ‘봉쇄’밖에 없다” [커버스토리]

•   머니투데이(P1): 강원·제주 빼고 전국이 규제지역…비웃는 '시장' 태평한 '정부'

•   머니투데이(P1): 한은 "백신 맞는 美 경제, 내년 회복 한국보다 빠르다"

※   한국은행: 해외경제 포커스(제2020-48호)

•   머니투데이(P1): "올해처럼 힘든 건 IMF 이후 처음"…경영계, "기업들 활력 갖게 해달라" 호소

•   헤럴드경제(P1): 따상·58조…IPO 신기록 이어진다

•   헤럴드경제(P1): LG에너지솔루션, 인니와 10조 배터리 ‘그랜드 패키지’ MOU

•   헤럴드경제: “3차 대유행 영향…국내 실물경제 불확실성 확대”

※   기재부: [보도참고] 2020년 12월 최근 경제동향

•   헤럴드경제: 한-인도네시아 ‘CEPA’ 정식서명…車 등 주력 품목 수출확대 기대

•   파이낸셜뉴스(P1): "혹시나…" 온라인 장보기 몰렸다

•   파이낸셜뉴스(P1): 시중통화 3150兆 넘었는데 소비·투자 줄며'금융불균형'

•   파이낸셜뉴스: "성급했던 완화가 방역위기 불러… 이번 겨울이 성패 가를 것" [코로나 1년, 절망과 희망 사이]

•   파이낸셜뉴스: 재계 '새 얼굴'에 최태원·구자열·김승연 물망

•   파이낸셜뉴스: 글로벌 IB "내년 코스피 3200도 간다"

•   아시아경제(P1): [단독]민주당, 국세청 임대료 자료 파악 착수…"필요하면 추경도"

•   아시아경제: "내년 전망 너무 낙관적…소비여력 있는 사람만 혜택도 문제"

•   아시아경제: [단독]'착한 임대인' 실효성 낮아…재정 투입해 직접 분담 가능성

•   아시아경제: 현대차그룹, '코로나 여파'로 13년만에 CES 불참

•   디지털타임스: 전기車 배터리 질주에 … 분주해진 소재업체

•   디지털타임스: 제로에너지건축·그린리모델링 기술 혁신… 탄소중립에 성큼

•   이데일리(P1): 공공기관·공무원 역대최대 7만여명 뽑는다…인건비 부담 눈덩이

•   이데일리: 내년 반도체시장, 2년 전 슈퍼사이클 올까…삼성·SK, "탄력적 대응전략"

•   이데일리: 대중화하는 폴더블폰에 투명 PI필름 시장도 '쑥쑥'

•   이데일리: [마켓인]국민연금 '이십년지대계' 그린다…내년 5월 구체화 전망

•   이데일리: 벼랑 끝 쌍용차‥"차 팔아서 빚 못 갚아. 만기연장이 유일한 방법"

•   이데일리: [만났습니다]①"ESG, 자금조달·투자·계약까지 다 바꾼다"

•   이데일리: [만났습니다]②"명품자문이 우선, ESG 생태계까지 만든다"

•   이데일리: 지방 아파트 값 10억?…“그 값이면 서울 집 산다”

•   이데일리: 청약통장 가입자 수 2700만명 돌파…국민 절반 넘었다

•   연합: "저탄소 배출 원자력이 재생에너지 불안정성 해결할 대안"

•   연합: 코로나 집콕'에 수송 부문 에너지 소비량 12% 급감

•   연합: [다가온 기후위기] ⑦친환경, 이제는 신성장 동력으로 떠오른다

•   연합: [파리협정 그후 5년] ⑥ "유럽에선 코로나19보다 기후위기가 더 큰 재앙"

•   연합: 오후 9시까지 전국서 856명 확진…어제 동시간 대비 소폭 줄어

•   뉴스핌: [뉴스핌 라씨로] 박용만 등 '두산3세' 결단...두산重 살리기에 3000억 사재출연

•   뉴스토마토: "석탄산업에 투자 않겠다"…금투업계도 ESG 경영 속도

•   이투데이: 북미서 선전하는 두산 콤팩트 트랙터…올해 판매량 목표치 조기 달성

•   reNews: UK 'should consider clean power cost track record'

•   에너지경제: 친환경·신재생' 내년 건설업계도 ESG가 화두

•   OilPrice.com: The Oil Market Is Still In Trouble

•   OilPrice.com: Russia’s Largest Oil Company Is Spinning Off Key Assets

•   전자신문(P1): ICT 신산업 뜬다...부처간 정책 주도권 경쟁

•   전자신문(P1): 삼성전자, 20만원대 5G 스마트폰 선보인다

•   전자신문: LCD 가격 1년 새 70% 껑충…"새해 1분기 상승세 유지"

•   전자신문: [이슈분석]6G 비전·기술 표준 구체화...2030년 5000억개 사물 연결

•   전자신문: [이슈분석]글로벌 6G 경쟁과 협력

•   전자신문: [2021년 10대 신산업] 경기 침체·저성장 뛰어넘을 혁신 기술로 새 활로 찾는다

•   전자신문: [2021년 10대 신산업] 5대 분야·10대 신산업 살펴보니

•   디지털데일리: [소부장 유망기업탐방] ‘동박의 원조’ 일진머티리얼즈, 전기차 타고 달린다

•   Phone Arena: Here's how much the Samsung Galaxy S21 series could cost

•   Phone Arena: Apple expected to set a major new iPhone sales record next year

•   Robotics & Automation News: ABB expands project to automate semiconductor factory

•   Robotics Business Review: Robotics investments recap: November 2020

•   로봇신문: 로봇, 건설현장 습격 사건 

•   Nikkei Asian Review: Suga draws line in the sand: Defend '100 yen' dollar barrier

•   Nikkei Asian Review: Job hoppers decline in Japan amid pandemic-hit economy

•   Nikkei Asian Review: Biden urged to ditch bilateralism by scholars in Europe, US and Japan

•   Nikkei Asian Review: Pfizer applies for Japan COVID-19 vaccine approval

•   Nikkei Asian Review: Ex-US trade chiefs pin high TPP hopes on Katherine Tai

•   Nikkei Asian Review: India stocks at record highs lead Asia recovery, despite COVID

•   Nikkei Asian Review: Ex-envoy to China says Australian 'no strategy' diplomacy misfires

•   Mainichi: Japan upgrades FY 2021 economic growth forecast to record real 4%

•   Kyodo News: Japan PM Suga eyes study on carbon pricing to cut emissions

•   Economic Times: Rising input costs put India Inc in a bind

•   Business Standard: Govt writes to farmer unions inviting them for next round of talks

•   Business Standard: iPhone maker Wistron agrees to lapses in payment of wages, sacks India VP

•   Folha de S.Paulo: Supreme Court Allows Government to Impose Restrictions on Those Who Do Not Receive Vaccine against Covid-19

•   Folha de S.Paulo: Bolsonaro Will Not Encourage Vaccination for Covid because He Is against Mandatory Vaccination, Says Pazuello

•   Folha de S.Paulo: With High Deaths and Lack of Beds, Health Managers Foresee a Worse Scenario than at The Beginning of the Covid-19 Pandemic

•   Jakarta Post: Yearender 2020: Govt takes extraordinary measures, passes jobs law as Indonesia falls into recession

•   Jakarta Post: Indonesian stocks to reach pre-pandemic high as holidays approach: Analysts

•   Jakarta Post: Indonesia kicks off largest solar power plant development

•   Jakarta Post: Govt to offer 25 PPP projects worth Rp 278.35 trillion next year

[Opinions]

•   Project Syndicate(Michael J. Boskin): What the Biden Presidency Means for US Economic Policy

•   Project Syndicate(Paul De Grauwe): Brexit and the Brussels Effect

•   Project Syndicate(Minxin Pei): China’s Green Gambit

•   Project Syndicate(Daniel Gros): The Dangerous Allure of Green Central Banking

•   FT(Editorial Board): Boris Johnson’s government is badly behind the curve

•   FT(Editorial Board): EU should bide its time on China investment deal

•   FT(Editorial Board): Lessons from an investment scandal

•   FT(Editorial Board): Measuring economies’ impact on the planet

•   FT(Editorial Board): Spending the corporate cash mountain

•   FT(Martin Sandbu): Regulation alone will not strengthen Europe’s digital sector

•   FT(Merryn Somerset Webb): Market risks abound — but there are potential rewards

•   FT(Tim Harford): Things (I think) I was wrong about this year

•   FT(Antonio Roldán): Poisonous politics lurk behind the EU recovery fund

•   FT(Clive Cookson): Year in a word: Covid-19

•   FT(Taylor Nicole Rogers): Year in a word: BlackLivesMatter

•   FT(Adam Tooze): Talk of a global economic reset must not ignore grim realities

•   FT(Izabella Kaminska): 2020: The year bitcoin went institutional

•   FT(Mamta Badkar): Boom conditions for US homebuilders defy the pandemic

•   FT(William Magnuson): The modern day trustbusters have Facebook in their sights

•   FT(Lex): Demographics: the army of the old

•   WSJ(Holman W. Jenkins, Jr.): Biden Is a Climate Dead End

•   WSJ(Kimberley A. Strassel): Biden’s Court Problem

•   WSJ(Peggy Noonan): The Monday When America Came Back

•   WSJ(Andy Kessler): How Tech Got Ready for 2020

•   WSJ(Eugene Kontorovich): The Middle East’s Dual ‘Occupations’

•   WSJ(Mike Rogers): The Cyber Threat Is Real and Growing

•   WSJ(Michael Faulkender, Stephen Miran): Time for a Second Round of PPP

•   NYT(Paul Krugman): Return of the Phony Deficit Hawks

•   NYT(Farah Stockman): The W.T.O. Is Having a Midlife Crisis

•   NYT(Zeynep Tufekci, Michael Mina): Can We Do Twice as Many Covid-19 Vaccinations?

•   NYT(Kara Swisher): Facebook’s Tone-Deaf Attack on Apple

•   NYT(Greg Bensinger): Apple and Facebook's Fight Over Your Data Privacy

•   NYT(Robert M. Gates): The World Is Full of Challenges. Here’s How Biden Can Meet Them.

•   WP(Editorial Board): Congress’s stimulus deal must steer clear of these two bad ideas

•   WP(Catherine Rampell): Take the deal, Congress. Then immediately start working on the next one.

•   WP(Max Boot): Trump saved the worst for last

•   WP(Fareed Zakaria): Russia hasn’t just hacked our computer systems. It’s hacked our minds.

•   WP(Ruth Marcus): Will Biden be able to compromise with Republicans? The glass is three-quarters empty.

•   WP(Rebekah Fenton): Chicago doctor: Why the covid-19 vaccine may not be accessible for the people who need it most

•   WP(Karen Attiah): The evictions crisis is coming. We have barely begun to face it.

•   Bloomberg(Mohamed A. El-Erian): U.S. Relief Package Is Necessary But Insufficient

•   Bloomberg(Mohamed A. El-Erian): New U.K. Lockdown Signals Worsening Economic Outlook

•   Bloomberg(Noah Smith): China's Bungled Overseas Loans Reveal a Key Weakness

•   Bloomberg(Brian Chappatta): T-Bills Headed for 0% May Force the Fed’s Hand

•   Bloomberg(John Authers): The Global Risk Party's Missing Guest May Yet Show

•   Bloomberg(Julian Lee): Oil's Vaccine Trade Faces Hurdles Ahead

•   Bloomberg(Brooke Sutherland): Happy New Year? It Just May Be for Manufacturers.

•   Bloomberg(Michael R. Strain): Will a Handful of Senators Hold Up Help for Millions?

•   Bloomberg(Jonathan Bernstein): Why Would Biden Put a Republican in His Cabinet?

•   Bloomberg(Hal Brands): How to Respond to Russia’s SolarWinds Cyberattack

•   Bloomberg(Noah Feldman): Did Trump’s Impeachment Matter In the End?

•   Bloomberg(Timothy L. O'Brien): America Isn’t Finished Paying for Trump’s Incompetence

•   Bloomberg(Lionel Laurent): Emmanuel Macron Has the Same Problem as King Louis XVI

•   Bloomberg(Therese Raphael): The Fish Fight Reveals Ultimate Brexit Truths

•   Bloomberg(Bobby Ghosh): Europe Is Waking Up to Iran’s Bad Behavior

•   Bloomberg(Dan Wang): New U.S. Restrictions Will Help Make China Great Again

•   CNBC(Frederick Kempe): China’s Xi Jinping seeks advantage over Biden with ground-breaking EU investment deal

•   CNN(Julian Zelizer): Crushing the pandemic could pave the way for Biden's bold agenda

•   CNN(Elie Honig): Trump's obsession with overturning the election is out of control

•   CNN(Dean Obeidallah): Why Trump should resign today

•   CNN(Harry Reid): Unlike Trump, Biden believes in climate change -- and his nominees prove it

•   MarketWatch(Mark Hulbert): Stock investors got the big bull market they wished for — and now they should be careful

•   MarketWatch(Mark Hulbert): Here are Wall Street forecasts for 2021 that stand apart from the crowd

•   MarketWatch(Therese Poletti): Biden inherits a tech Cold War with China after Trump ratcheted up the battle

•   MarketWatch(Therese Poletti): Antitrust lawsuits against Google portray the 'evil' company its founders once cautioned against

•   Fox News(Marco Rubio): Georgians should vote for Sen. Kelly Loeffler — Dem opponent Warnock is Marxist sympathizer

•   Fox News(Tom Homan): Biden's border crisis is already brewing and it will accelerate COVID spread in the US

•   Fox News(James Carafano): China lies about its wrongdoing on COVID, spying, global aggression, pollution and more

•   매경(사설): 전기료-연료비 연동제 정치적으로 악용해선 안된다

•   한경(한상춘): 트리플 슈퍼 사이클 종착지는 '순간 폭락'?

•   서경(양준모): 전기요금제 개편의 이면

•   중앙(신현돈): 미래 에너지 수소에도 ‘탄소 그림자’는 따라 다닌다

•   중앙(김현석): 기후환경요금, 탄소중립 초석이 되길

•   문화(사설): ‘탈원전의 저주’ 1~2인 가구 전기料부터 덮친다