Business Intelligence Monitor 201224

(Introduction)

[Markets]

•   Global: Stocks shrug off Trump's stimulus threat; pound jumps on Brexit trade deal hopes

•   US: Treasury Yield Curve Steepens to Four-Year High on Brexit Hopes

•   한국: 코스피, 기관·외인 매수에 반등…2,760선 근접

•   한국: LG전자 "애플카 올라탈까" 12년만에 상한가 쳤다

•   한국: 두산그룹주 상승 많아, 두산 두산인프라코어 오르고 두산중공업 내려

•   Metals: Copper pushes back towards highs as investors regain nerve

•   Grains: Soybeans rally on South America supply woes

[Indicators]

•   US Nov. PCE: U.S. Household Spending Drops for First Time in Seven Months

※   WSJ: Consumers Could Use Some Help This Winter

•   US Nov. Durable goods orders: U.S. core capital goods orders, shipments rise in November

•   US Nov. New home sales: U.S. New-Home Sales Unexpectedly Tumble to Lowest Since June

•   North America Dec. Construction cost: Recent Optimism Surrounding the COVID-19 Vaccine Drives Engineering and Construction Costs Up

•   US Weekly Jobless claims: U.S. Jobless Claims Retreat From Three-Month High

•   US Weekly Mortgage rates·applications: Homebuyer demand for mortgages ends 2020 on a weaker note

•   한국 10월 인구동향: 12개월째 인구 자연감소.. 코로나 더해져 속도붙는 '인구절벽'

•   한국 11월 주택 매매거래: 11월 주택거래량 26.3% 증가…지방 72.4% 증가

•   Russia Oct. Oil exports: Russia’s Crude Oil Exports Drop 10% In January-October

•   Australia Nov. Balance of trade: Australia's goods trade surplus hits 2-year lows on China trade tensions

•   Argentina Oct. Economic activity: Argentina Posts Sixth Straight Month of Growth Post Covid Plunge

•   Thailand Benchmark rates: Thai Central Bank Holds Key Rate, Cuts 2021 Growth Forecast

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: States Impose Strictest Covid-19 Lockdowns Since Spring

•   WSJ: Pfizer, U.S. Reach Deal to Boost Covid-19 Vaccine Supply

•   WSJ: China’s Sinovac Delays Covid-19 Vaccine Trial Results

•   WSJ: Agriculture Industry Bets on Carbon as a New Cash Crop

•   WSJ: Restaurants Brace for Tough Winter After Congress Spurns Cash Grants

•   WSJ: Second Stimulus Checks: Could Trump Veto the Relief Bill?

•   WSJ: Three Reasons 2021 Could Be (a Lot) Better Than You Think

•   WSJ: Biden Declares Political Center Alive and Well

•   WSJ: How British Scientists Tracked Down the New Covid-19 Variant

•   WSJ: How the U.S. Misread China’s Xi: Hoping for a Globalist, It Got an Autocrat

•   WSJ: States Square Off Over Taxing Remote Workers’ Income

•   WSJ: Hunter Biden’s Family Name Aided Deals With Foreign Tycoons

•   WSJ: WeChat Becomes a Powerful Surveillance Tool Everywhere in China

•   NYT: Trump Pardons Two Russia Inquiry Figures and Blackwater Guards

•   NYT: Trump Calls Covid Relief Bill a 'Disgrace' and Demands Changes

•   NYT: How Trump Has Jeopardized Stimulus Relief

•   NYT: Trump Vetoes Defense Spending Bill

•   NYT: The Year the Fed Changed Forever

•   NYT: China-E.U. Talks Hit Another Snag as Biden Camp Objects

•   NYT: Covid Antibody Drugs Go Unused as Need Soars

•   NYT: Buried in Covid Relief Bill: Billions to Soothe the Richest

•   NYT: A President Unhappy, Unleashed and Unpredictable

•   NYT: The Tech That Was Fixed in 2020 and the Tech That Still Needs Fixing

•   WP: Trump has thrown coronavirus relief into doubt. Here’s what could happen next.

•   WP: Democrats pressure McConnell to give in to Trump’s demand for $2,000 stimulus checks: ‘Let’s do it!’

•   WP: Despite Trump’s intense hunt for voter fraud, officials in key states have so far identified just a small number of possible cases

•   WP: Trump pardons in Baghdad killings meet with cynicism in Iraq

•   WP: Israel sends submarine to Persian Gulf to deter Iran

•   WP: ‘Trickle-down’ tax cuts make the rich richer but are of no value to overall economy, study finds

•   WP: U.S. ranks 43rd worldwide in sequencing to check for coronavirus variants like the one found in the U.K.

•   FT: UK and EU on cusp of trade deal

•   FT: European tech accuses US of using sanctions to shut it out of China

•   FT: Coronavirus variant first detected in South Africa identified in Britain

•   FT: Companies dump US office space at rapid rate

•   FT: UK faces days of disruption at English Channel crossing

•   FT: Suga’s popularity takes a dive after steak supper with celebrities

•   FT: Kim Jong Un vanity projects on hold as economic crisis deepens

•   FT: Corporate Brazil faces reckoning on racism after brutal killing

•   FT: Exchange operators face scrutiny after bout of outages in 2020

•   FT: Ecuador presidential contender hits at IMF deal and pledges reforms

•   FT: Tempers fray as truckers remain stuck in England even as border opens

•   FT: Spain’s auto sector collides with Covid

•   FT: Asia’s developing economies shun coal

•   FT: Donald Trump’s pardoning spree tests boundaries of authority

•   FT: Pandemic calls for a new approach to growth

•   FT: ‘Regulation can get it wrong’: Google’s Sundar Pichai on AI and antitrust

•   Bloomberg: Hong Kong to Let Residents Choose Between Covid-19 Vaccines

•   Bloomberg: More APAC Firms Tap Loans That Link Rates to Sustainable Goals

•   Bloomberg: U.S. Weighs Immunity Request for Saudi Prince in Assassination Plot Case

•   Bloomberg: GM to Tout Electrification Drive, Plug-In Pickup at CES

•   Bloomberg: Covid Weighs on Deep South as U.S. Daily Cases Flatten Elsewhere

•   Bloomberg: China Looks at Cutting Inequality in Order to Boost the Economy

•   Bloomberg: Dubai Sees Economy Shrinking 6.2% This Year Before 2021 Growth

•   Bloomberg: China Shouldn’t Withdraw Stimulus Rapidly, World Bank Warns

•   Bloomberg: Economic Boost From Stimulus Seen as States and Cities’ Best Bet

•   Bloomberg: Moderna Shot Gets Approval in Canada’s Expanding Vaccine Effort

•   Bloomberg: Vaccines Could Change Fortunes of These Two Emerging Currencies

•   Bloomberg: Israel and Morocco Sign Deal to Promote Financial Collaboration

•   Bloomberg: Trump Campaign, Sidney Powell Sued by Dominion Voting Systems Worker

•   Bloomberg: Exxon Knows Its Carbon Future and Keeps the Data From View

•   Bloomberg: Rupee, Bonds Joining Stocks Rally May Add to India’s Policy Woes

•   Reuters: China to lower import tariff on more products in high demand for 2021

•   Reuters: Production and delivery challenges set up turbulent Year of the Vaccine

•   Reuters: Exclusive: U.S. preparing new sanctions to impede Russia's Nord Stream 2 pipeline

•   Reuters: U.S. to ship around 4.7 mln vaccine doses next week -U.S. Army General

•   Reuters: COVID-19 vaccine stirs rare hesitation in nearly virus-free Singapore

•   Reuters: Japan ruling party calls for more private engagement on digital yen

•   Reuters: Russia Sees Nothing Good From ‘Hostile’ U.S. Under Biden

•   Reuters: Asian business confidence gains steam, pandemic still top risk - Thomson Reuters/INSEAD survey

•   Reuters: Analysis: Investors bet weak dollar will keep risk rally going in 2021

•   Reuters: Analysis-Supply squeeze won't ease on global stocks and bonds in 2021

•   CNN: Donald Trump is right: $600 is not nearly enough. But $2,000 isn't, either

•   CNBC: WHO: Some level of herd immunity may be reached by end-2021

•   CNBC: Covid vaccine: U.S. has vaccinated 1 million people of 20 million December goal

•   MarketWatch: ‘Santa Claus’ rally, anyone? Why few 7-session stretches are better for the stock market

•   SCMP: India, Vietnam strengthen defence ties amid shared concerns over China’s assertiveness

•   SCMP: China premier Li Keqiang scrambles to shore up support for investment agreement with EU

•   SCMP: China’s carmakers are beating internet start-ups in the battle for supremacy in the world’s largest electric vehicle market

•   SCMP: China extends loan help for coronavirus-hit small businesses in bid to maintain economic recovery

•   SCMP: China-Australia relations: trade minister torch passes to Dan Tehan as bilateral feud enters ninth month

•   SCMP: China suffers worst power blackouts in a decade, as post-coronavirus export boom, coal shortage hit supply

•   SCMP: China-Australia relations: 9,000 litres of beer, 8,000kg of beef stopped at Chinese ports as trade spat continues

•   SCMP: China food security: Beijing calls for biotech breakthrough to improve seed industry

•   매경(P1): 한국형 새 ESG 지수 나온다

•   매경: 거래소·외국계 장악한 ESG 지수시장…민간증권사 첫 출사표

•   매경: AI로 데이터 분석해 분기마다 종목 변경

•   매경: 해외선 ESG 지수기업 `몸집 불리기` 한창

•   매경(P1): 전국 표준지 공시지가 10% 올라 14년만에 최고

•   매경: 아리송한 5인 모임금지…이런 건 안됩니다

•   매경: 與 "중대재해법 24일 심의 시작"…野 "여당 발의안 법체계 안맞아"

•   매경: 표학길 서울대 경제학 명예교수 "인기 좇는 `소주성` 때문에 저성장 고착화"

•   매경: 윤석헌 금감원장 "신용대출 총량관리 당분간 유지"

•   매경: 하루에 2.5조…韓조선 괴력 수주

•   매경: 내년 호텔·상가 지고 물류·데이터센터 뜬다

•   매경: [Biz times] 코로나시대 근무시간 단축…피할수 없는 기업의 특명!

•   매경: [View&Outlook] "골든타임 5년…韓산업구조 못바꾸면 장기침체"

•   한경(P1): 미래차 뛰어든 LG전자…'세계 3위' 마그나와 손잡았다

•   한경: "배터리 이어 파워트레인도 1위로"…LG, 전기車 부품 공략 '가속'

•   한경: 애플까지…불붙은 미래車 경쟁, 완성차·부품·IT '합종연횡' 바람

•   한경: 年매출 43조원…애플카 생산파트너로 거론

•   한경(P1): 고용보험 가입자 5년간 700만명 늘린다

•   한경: 지난주 서울 자영업자 매출 '반토막'…2차 대유행 때보다 심각

•   한경: "내년 3월 뉴딜펀드 조성…20년 장기운용"

•   한경: 1가구 1주택법' 이어 '금리인하 요구법'…민주당 '입법 폭주'

•   한경: 한국 백신 확보, 아·태지역 2그룹 그쳐…내년 9월까지 가능

※   Fitch Solutions: Three-Speed Access To Covid-19 Vaccines Expected In Asia Pacific

•   한경: "전기료 부담 가중 우려…中企 전용제 도입을"

•   한경: 스마트폰으로 연말정산 모든 과정 처리할 수 있다

•   한경: LG '롤러블폰' 다음달 CES서 베일 벗는다

•   한경: 지주사, 올해 주가 성적표 보니…

•   한경: 세계 '코로나 대응' 재정지출 1.4경원 넘었다

•   서경(P1): 국산 코로나치료제 상용화 초읽기

•   서경: [토종 코로나치료제 상용화 초읽기]팬데믹 공포 '1차 저지선' 될듯...병상 대란 해소 기대

•   서경: 트럼프가 쓴 '리제네론 ' 등 글로벌 제약사들도 치료제 개발 박차

•   서경(P1): 대우건설, 이라크에서 2조9,000억원 수주 잭팟

•   서경: "투기가 원인이란 진단으로는 집값 못 잡아"

•   서경: 김용범 “3차 재난지원금 임시·일용직도 포함”...“추경 고려 안해”

•   서경: 中企 10곳 중 1곳만 "내년 수출 좋아진다"

•   서경: 한화큐셀, 美 태양광 모듈시장서 9분기 연속 1위

•   조선(P1): “코로나 아닌 중환자까지 위협받고 있다”

•   조선(P1): [단독] 北에 석유 밀수하던 한국 선박, 中에 적발돼 1주일간 검색당했다

•   조선: 식당 입구서 2~3명씩 ‘시간차 입장’… 호텔은 예약취소 통보로 진땀

•   조선: [단독] 주한 미군 이르면 다음 주 접종...카투사도 맞는다

•   조선: [단독] 백신 이어 음압병상도 8개월 허송세월

•   조선비즈: 석탄·철광석값 고공행진에 “벌크 운임 너마저”… 산업계 시름 깊어져

•   조선비즈: "금리 낮을 때 현금 쌓아놓자"… 올해 은행채 발행 급증

•   중앙: 생산 세계 7→5위, 내수 사상 최대…그래도 못 웃는 한국 차

•   중앙: 부품사 납품 거부에 생산 중단…슬픈 쌍용차

•   동아(P1): [단독]화이자 계약 임박… 상반기 접종은 힘들듯

•   동아: 당국 “세계 1, 2등으로 백신 맞는 국가 될 이유없다”

•   동아: “면책 보장도 없는데… 어떤 공무원이 백신 선구매 나섰겠나”

•   동아: 日 “정부가 부작용 책임” 제약사 면책 신속 수용… 싱가포르, 4월부터 뛰어 비공개 협정 40개 성사

•   동아: 靑 ‘文대통령 백신 발언’ 선택적 공개… 책임 미루며 혼선 부추겨

•   동아: ‘1주택법’ 논란 진화나선 與 “법안 발의땐 당과 상의를”

•   동아: 올해 성장률 전망치 ―1.1%보다 낮아질듯

•   문화(P1): 美의회, 대북전단법 청문회 착수…“공동작업하자” 韓 야당에 이메일

•   문화(P1): 檢 ‘월성원전 자료삭제’ 공무원 3명 기소

•   문화: ‘靑 연결고리’ 기소… 윗선 향해 가는 檢

•   세계(P1): [단독] ‘백신 TF’ 2개월 비공식 운영… 정부, 도입 ‘골든타임’ 놓쳤다

•   세계(P1): 변창흠 “1가구 1주택法 도입 취지 찬성”

•   머니투데이: 또다시 1000명대, 거리두기 2.5단계 효과 없었다

•   머니투데이: 꿈의 수소선박, 10년 안에 원천기술 확보한다

•   헤럴드경제(P1): “폐업하고 싶어도 못하고”…희망마저 사치가 된 자영업

•   헤럴드경제(P1): 4대그룹 시가총액 사상 첫 1000조 돌파

•   헤럴드경제: 건설업계 ‘건설판 중대재해법’ 벌집

•   헤럴드경제: [되돌아본 2020-최악의 자영업] “1년간 방역 책임 내가 떠안은 듯”…적자 늪 ‘쓰러지는 자영업’

•   헤럴드경제: [되돌아본 2020-최악의 자영업] 배달로 시작해서 배달로 끝난 대한민국

•   헤럴드경제: [투자 新패러다임 ⑥ETF] 일평균 거래대금 200% 상승…ETF, 분산투자 대세 ‘급부상’

•   파이낸셜뉴스: 젊은 CEO들 경영 패러다임 바꾼다… 미래먹거리 발굴 ‘속도’ [산업계 되돌아보는 2020]

•   아시아경제(P1): 민주당표 '반값&반의반값' 주택정책, 내년 2월 발표

•   아시아경제(P1): [코스닥 거래대금 2600兆]올해 2600兆 주무른 코스닥

•   아시아경제: [코스닥 거래대금 2600兆]올 당근책도 없었는데…겨울잠 잊은 동학개미

•   아시아경제: [코스닥 거래대금 2600兆] '제약·바이오'가 상승 주도한 코스닥

•   디지털타임스: 단기 성과 창출 치중된 `그린뉴딜` 사업

•   이데일리(P1): 홍남기가 옳았다…KDI "선별·직접지원이 경제효과 커"

※   KDI: 1차 긴급재난지원금 정책의 효과와 시사점

•   이데일리(P1): 등록면허세, 도시 소규모 상업용 태양광 확대 ‘족쇄’

•   이데일리: 호주 재생에너지 시장공략 나선 중부발전…그린수소까지 넘본다

•   이데일리: 신재생 '날고' 정유 '울고'…에너지 해외 펀드 '희비'

•   이데일리: [마켓인]목표 비중 넘었는데…국민연금, 국내주식 내던질까

•   이데일리: 하반기 살림 넉넉한 코스닥社, 줄줄이 현금배당 결정

•   연합: 현대중공업그룹, 두산인프라코어 인수 근접…내달 본계약 체결

•   연합: 전기차 폐배터리 재사용 ESS 제작 기술 개발…성능 검증 돌입

•   연합: 다시 1천명안팎…주말 거리두기 조정 앞두고 확진자 증가세 비상

•   뉴시스: [단독]'체코 원전' 입찰 연기…한수원 "'팀코리아' 수주 활동 계속"

•   뉴시스: 경북도·경주시·울진군, "신한울 3·4호기 건설 재개돼야"

•   뉴스토마토: 전고체 배터리' 누가 먼저…한·중·일 넘어 세계 전쟁

•   팍스넷뉴스: 저신용 회사채·CP 매입 지원 'SPV' 6개월 연장

•   딴지일보: 야구가 미래다, 두산 : 살림살이 거덜나도 야구단은 지켰다

•   WNN: Congress approves nuclear energy funding for FY2021

•   reNews: US utility acquires first wind farm

•   에너지경제: 9차 전기본 수립 1년 허송세월에 ‘빈손’…감사원감사·검찰수사 눈치봤나?

•   에너지경제: 등록면허세, 도시 소규모 상업용 태양광 확대 ‘족쇄’

•   KHL: Cat launches next gen wheeled excavator

•   For Construction Pros: Construction and Manufacturing Jobs Slow While Mining Trends Upwards

•   대한경제: 중견건설사도 속속 GTX C노선 참여 채비

•   대한경제: 가상발전소, 신재생ㆍ분산에너지 바람 타고 비상하나

•   OilPrice.com: A Controversial New Power Grid Divides The Middle East

•   전자신문(P1): 삼성, 새해 휴대폰 3억대 생산 목표…코로나19 이전 수준 회복 전망

•   ZDNet Korea: K반도체, 코로나에도 '초격차' 가속화

•   ZDNet Korea: "올해 글로벌 폴더블폰 10대 중 7대는 삼성"

•   Robotics Tomorrow: Readers Choice 2020: How Robots Are Changing On-Site Construction

•   Nikkei Asian Review: Japan's 'green growth' plan to call for EVs the price of gasoline cars

•   Nikkei Asian Review: Suga seeks US visit in February for summit with Biden

•   Nikkei Asian Review: Analysis: Deleted words from Xi's economic policy speak volumes

•   Nikkei Asian Review: World's first wooden satellite to be launched by Japan in 2023

•   Mint: Economic revival is slowing, key indicators show

•   Hindustan Times: RBI governor ask banks to strengthen lending capacity by raising capital

•   Jakarta Post: Cabinet shake-up expected to accelerate COVID-19 spending, spur economy

•   Jakarta Post: Yearender 2020: Indonesian energy demand collapses to record lows

•   Viet Nam News: Infrastructure investment key to go forward: experts

[Opinions]

•   Project Syndicate(Javier Solana): Putting the Twenty-First Century Back on Track

•   Project Syndicate(Jonathan Woetzel, 성정민): What Is Driving Asia’s Technological Rise?

•   Project Syndicate(Mark Leonard): Five Cheers for 2021

•   Project Syndicate(James K. Galbraith): Who’s Afraid of MMT?

•   Project Syndicate(Bálint Magyar, Bálint Madlovics): Europe’s Misconceived Cohesion

•   FT(Rana Foroohar): Year in a word: Techopoly

•   FT(Ben Hall): What an EU-China investment treaty would mean for companies

•   FT(David Pilling): Democracy in Africa is in retreat

•   FT(Reza Moghadam): The ingredients of ECB success will be boldness and clarity

•   FT(Steven Desmyter): The ESG case for the Oxford/AstraZeneca vaccine

•   FT(Cathie Wood): Stand ready for the big five technology convulsions reshaping markets

•   WSJ(Graham T. Allison): Who Made the Vaccine Possible? Not WHO

•   NYT(Editorial Board): Trump Corrupted the Presidential Pardon. Biden Must Repair It.

•   NYT(Thomas L. Friedman): Will Trump Force Principled Conservatives to Start Their Own Party? I Hope So

•   NYT(Frank Bruni): Can Joe Biden Make American Politics Decent Again?

•   NYT(Michelle Cottle): Trump’s Team Eyes the Exits

•   WP(Editorial Board): Trump’s final month might make the past four years seem calm

•   WP(Jennifer Rubin): Biden interview: Realism meets unbridled optimism

•   WP(Jennifer Rubin): Trump may be fading faster than you think

•   WP(Paul Waldman): Trump’s new pardons send a message: Corruption is fine if you’re a Republican

•   WP(Kathleen Parker): Trump paved the way for vigilantism

•   WP(David Kieran): Would pardons for President Trump and his family be legal or appropriate?

•   Bloomberg(Editorial Board): Biden Covid Policy: White House Leadership Can Help Get the U.S. Vaccinated

•   Bloomberg(Brian Chappatta): Bond Traders’ Hot Tip for Next Year? Buy Stocks.

•   Bloomberg(Liam Denning): Apple Somehow Survived, Nay Thrived, After Not Buying Tesla

•   Bloomberg(John Authers): Trading Stocks in 2020 Was No Game. Or Was It?

•   Bloomberg(Jonathan Bernstein): Are Political Dynasties Finally Fading?

•   Bloomberg(Bobby Ghosh): A Dismal Year Everywhere Was Even Worse for Iran

•   Bloomberg(Frank Barry): Masks, Walls and Security in a Divided Country

•   CNBC(Brian Sullivan): 5 predictions for 2021

•   CNN(Michael D'Antonio): Trump's ridiculous exit strategy (Opinion)

•   CNN(Dan Pearson): Biden needs to dump protectionism

•   CNN(Daniel R. Alonso): How Trump's pardons could get even more bizarre

•   CNN(Kate Andersen Brower): How Trump is making this hard job even harder

•   MarketWatch(Maury Peiperl): ‘America First’ puts the U.S. economy at risk while China, Europe and the rest of the world power forward

•   Fox News(Tucker Carlson): Congress tells struggling Americans to take their $600 and shut up

•   Nikkei Asian Review(William Pesek): Suga fusses over exchange rates while COVID burns - Nikkei Asia

•   국민(전영환): 전기요금체계 개편의 의미