Business Intelligence Monitor 201225

(Introduction)

[Markets]

•   Global: Brexit deal fuels sterling while stocks edge higher ahead of holiday

•   한국: 코스피 1.7% 급등…사상 최초 2,800선 돌파

•   한국: 사상 첫 코스피 2800 이끈 삼성전자, 시총 520조 넘어섰다

•   한국: 구광모의 LG號' 시총 50조원 뛰었다

•   한국: 두산그룹주 힘받아, 오리콤 두산 두산중공업 오르고 두산퓨얼셀 내려

•   Metals: Industrial metals cement gains with hopes of strong demand in 2021

•   Iron ore: China-Australia relations: iron ore prices drop after Dalian Commodity Exchange tightens limits on futures positions

•   Grains: Soybeans add new highs on Argentine supply disruptions

[Indicators]

•   US Weekly Bloomberg consumer comfort index: U.S. Comfort Gauge for Economy Posts Steepest Slide Since April

•   한국 2019 회계연도 일반정부 및 공공부문 부채: 공공부채도 급증…사상 첫 1100조원 진입

•   한국 주간 아파트 가격(부동산원): 강남3구 '신고가'.. 서울이 심상찮다

•   한국 주간 아파트 전세가율: 서울 전세가율 4년 만에 상승전환

•   Turkey Benchmark rates: Turkey raises interest rates again in bid to rebuild credibility

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: House Efforts to Alter Coronavirus Package Fail, Leaving Aid in Limbo

•   WSJ: China’s Antitrust Probe Zeroes In on Vendor Claims of Alibaba Pressure

•   WSJ: Alibaba, Ant Face Crackdowns From Chinese Regulators

•   WSJ: Alibaba Selloff Deepens as Antitrust Probe Rattles Investors

•   WSJ: Beijing Sends Alibaba an Unwelcome Christmas Present

•   WSJ: Covid Threw People’s Finances Into Disarray: ‘It Doesn’t Look Pretty’

•   WSJ: Bitcoin’s Rally Has Already Outlasted 2017’s Epic Run

•   WSJ: In Covid-19 Lockdowns, Businesses Hunt for Loopholes

•   WSJ: Businesses Feared a Flood of Covid-19 Lawsuits. It Hasn’t Happened.

•   WSJ: Rocket Attack on U.S. Embassy in Baghdad Largest in a Decade, General Says

•   NYT: Trump Gives Clemency to More Allies, Including Manafort, Stone and Charles Kushner

•   NYT: For a Defeated President, Pardons as an Expression of Grievance

•   NYT: Black Voters Want President Biden to Take a Cue From Candidate Biden

•   NYT: Why China Turned Against Jack Ma

•   NYT: With Money, and Waste, China Fights for Chip Independence

•   NYT: How the Sinovac Vaccine Works

•   NYT: Here Are 5 Small Businesses That Thrived During the Coronavirus Pandemic

•   WP: Vaccines will work against new coronavirus variants spreading through U.K. and South Africa, experts believe

•   WP: Families on brink of eviction, hunger describe nightmare Christmas as $900 billion relief bill hangs in limbo

•   WP: The Trump administration wants to take credit for a covid vaccine. Trump supporters are undermining it.

•   WP: With the virus raging, Europeans grudgingly accept the dashed hopes of Christmas

•   WP: Could Trump declare martial law to try to steal the election?

•   WP: Republicans’ loyalty to Trump means more doubt hovers over Biden’s hope of bipartisanship

•   WP: Biden insists he’s ready for a ‘punch in the mouth’ from Republicans

•   FT: UK and EU agree historic Brexit trade deal

•   FT: The final, frenetic hours that broke the Brexit deadlock

•   FT: How UK-EU trade deal will change relations between Britain and Brussels

•   FT: EU-UK ties prove too important to lose as Brexit trade deal is sealed

•   FT: Brexit deal: Reaction from around the world as UK seals EU trade deal — as it happened

•   FT: Businesses welcome zero-tariff Brexit deal but warn of hard months ahead

•   FT: Covid crisis helps to ease divisions of Brexit divorce

•   FT: Boris Johnson confident he can sell trade deal to Brexiters

•   FT: Cross-Channel freight traffic resumes after drivers test negative for Covid

•   FT: Voting machine group Dominion threatens to sue Trump allies

•   FT: BHP and Vale to restart Samarco plant 5 years after fatal dam burst

•   FT: Donald Trump wreaks havoc during waning days of office

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

•   FT: Management: what business learnt in the time of coronavirus

•   Bloomberg: New Virus Strain’s Transmissibility to Cause More Deaths: Study

•   Bloomberg: China’s Rebound Continues With Exports and Commodities Booming

•   Bloomberg: Dollar Loses Luster Against Asia's Top Performing Currency of 2020

•   Bloomberg: China Has a Huge Wealth-Gap Problem — and It's Getting Worse

•   Bloomberg: U.K. Economy Still Faces Trade Pain After Dodging No-Deal Brexit

•   Bloomberg: Why Johnson’s Brexit Deal May Not End His Party’s Europe Feud

•   Bloomberg: Iraq’s Currency Devaluation May Not Be Enough to Salvage Sinking Economy

•   Bloomberg: Bids Listed to Plug South Africa’s Power Generation Shortage

•   Bloomberg: India Cancels Benchmark Bond Sale in Yet Another Yield Signal

•   Bloomberg: European lobby group in China urges EU to sign Beijing deal

•   Bloomberg: Vaccinations Begin in Latin America, Where Covid Hit Hardest

•   Bloomberg: Iran Finds Way to Buy Covid Vaccine Despite U.S. Sanctions

•   Reuters: Another new coronavirus variant found in Nigeria, says Africa CDC

•   Reuters: Fauci says herd immunity could require nearly 90% to get coronavirus vaccine

•   Reuters: More than 600,000 people in UK get first Pfizer COVID-19 vaccine dose

•   Reuters: Germany reports first case of coronavirus variant spreading in British

•   Reuters: BOJ's Kuroda to seek ways to make stimulus 'nimble' in review

•   Reuters: Explainer: Can anything stop Trump from pardoning his family or even himself?

•   Reuters: Factbox: Brexit trade deal explained in five basic questions

•   Reuters: Special Report-How a British COVID-19 vaccine went from pole position to troubled start

•   Reuters: Analysis: Brexit trade deal sparks relief but UK market will bear scars

•   CNN: Biden's post-election stock market bump is easily beating Trump's

•   CNBC: Giuseppe Conte: Italy's accidental prime minister?

•   CNBC: 2 charts show China’s shortfall in buying U.S. goods under the ‘phase one’ trade deal

•   CNBC: The relief Americans could lose if Trump vetoes stimulus package

•   CNBC: $2,000 or $600 stimulus checks? How far each would go toward paying the rent

•   ABC: Turnout among young voters key to Georgia Senate runoffs

•   Hill: 96 percent of Democrats say Biden was elected fairly, just 20 percent of Republicans agree

•   SCMP: China’s fumble: why Xi Jinping dropped the ball after Donald Trump’s US left the global stage

•   SCMP: China-Australia relations: timber trade felled as imports axed from two more Australian states

•   SCMP: Alibaba antitrust investigation: what is the ‘picking one from the two’ practice that triggered an official probe?

•   Global Times: TSMC’s new US plant another warning to mainland chipmakers to be self-reliant

•   Global Times: China remains most important pillar of global car industry: report

•   매경(P1): 빛의 속도로 늘어나는 빚…가계·기업·정부 5000조

※   한국은행: 「금융안정보고서」(2020년 12월)

•   매경: 2030 부동산 영끌+주식 빚투…韓銀 "거품 터지면 67조 증발"

•   매경: "현장관리자도 못막는 산업재해, 사장 감옥 보낸다고 예방되나요"

•   매경: "건설현장 수천곳서 매일 사고…그때마다 CEO처벌하나"

•   매경: "구체적 기준없이 경영진 처벌…전세계 이런 법 없어"

•   매경: 與 "법 문제있으면 나와서 밝혀라"…野 "처리지연 야당 탓은 적반하장"

•   매경: 韓 `코로나 회복지수` 4위서 8위로 떨어져

※   Bloomberg: Coronavirus Pandemic: Ranking The Best, Worst Places to Be

•   매경: 강제징용 실마리 찾나…韓·日의원 내달 만난다

•   매경: LG, 전기차 핵심부품 다 만드네…미래車 시장 지각변동 예고

•   매경: "내년초 D램은 날고 낸드는 주춤"

※   DRAMeXchange : 【Market View】Oversupply to Continue Affecting NAND Flash Prices, with 10-15% QoQ Decline Expected in 1Q21, Says TrendForce

•   매경: [단독] 삼성, 스마트폰 패널도 초격차…LCD 라인 OLED로 속속 전환

•   매경: [알립니다] CES 2021 관전포인트, 매경이 알려드려요

•   한경(P1): 新산업 싹 자르는 생활물류법…국회 상임위서 "화물차·오토바이만 택배 인정"

•   한경: 법무부도 "사업주 상한 없는 처벌, 度 넘었다"

•   한경: 민주노총 위원장에 '강경파' 당선…"내년 총파업"

•   서경(P1): 탈원전 도그마에 빠져... 전력수급도 환경도 불안

•   서경: 그린뉴딜에 탄소중립까지...수립 내내 ‘환경’에 휘둘린 ‘전력 안정'

•   서경: 정부 “9차 전력계획상 2030년까지 전기료 인상 폭 10.9% 예상"

•   서경: "속전속결 공청회...합법적 의견 수렴 결여"

•   서경: 정부 금융지원 전면 종료되면...내년 기업 유동성 7.7조 부족

•   서경: 삼성·LG '미니 LED TV' 출격...中과 진검승부

•   서경: “미래차 패권 쥐려면 ‘반도체·배터리·소프트웨어’ 잡아야···수평적 밸류체인 중요”

•   서경: [시그널] 따상 10곳, 1,000대1 이상 40곳 ···"IPO기록 새로 쓴 한해"

•   서경: 공시지가 25% 뛴 강남···보유세는 50% 치솟아

•   서경: 취득세 12%' 약발 다했나...아파트 증여 다시 늘었다

•   조선(P1): 대통령 재가한 윤석열 징계, 법원이 중지시켰다

•   조선: 尹 두번째 기사회생… 원전·울산선거 ‘윗선 수사’ 속도낸다

•   조선: [단독] 정부, 4차례 추경과 새해 본예산에 백신 구입 예산 편성도 안했다

•   조선비즈: [줌인] 中과 거래끊고 美에 첨단공장 짓는 亞 반도체 공룡들

•   조선비즈: “자산시장에 버블꼈다”는데… 부동산 진단 갑론을박 근거는

•   IT조선: 전기차 패권 시동 건 애플에 K배터리 ‘설렘 반 두려움 반’

•   중앙: "中 가면 항문검사 수모…백신 늦어 코로나 내년 겨울 갈것"

•   동아(P1): 얀센 2분기-화이자 3분기 도입 계약 체결… 화이자 접종, 美-英보다 6개월이상 늦는다

•   동아: ‘화이자 2분기내 도입 추진’ 성과 없어… 추가협상서도 힘들 듯

•   동아: 의료진-요양병원 접종 1순위… 일반인은 하반기에나 시작될듯

•   문화: 정부·한은, 회사채·CP 매입기구에 2조 추가 투입

•   문화: 삼성 스마트폰 출하량 감소…4분기 IM실적 ‘안갯속’

•   세계: 산업부에 ‘에너지 정책 전담 차관’ 생긴다

•   헤럴드경제(P1): 코로나·규제·부동산…2020 한국은 ‘恐’

•   헤럴드경제: 日 수출규제 품목 포함 소부장 338개 품목, 새로운 무역거래 코드 생긴다

•   헤럴드경제: K조선, 中 맹추격…친환경·기술력 앞세워 ‘제2전성기’ 개척

•   파이낸셜뉴스: 상장사 내년 순익 130조 도전.. 코로나 이겨낸 반도체가 효자

•   파이낸셜뉴스: ‘대출 규제’ 비웃은 시장… 집값 15억 못넘긴 자치구 6곳뿐

•   아시아경제(P1): [단독]여당, 근로기준법 5인 미만 사업장에 적용 법개정 추진

•   아시아경제: [단독]'근로기준법을 준수하라'…30년 묵은 사각지대 없애기, 민주당 나서

•   아시아경제: 내년부터 5년간 온실가스 배출한도 26억800만t…한진 등 추가

•   아시아경제: 삼성디스플레이, LCD 생산 연장 카드 '만지작'

•   아시아경제: 코로나 대출만기만 115兆…연착륙 출구 찾기

•   아시아경제: "서울 전셋값으로 1기신도시 집산다" 내년 전세→매매 가속화 우려

•   연합: 연일 1천명 안팎…당국 "성탄절 모임 취소하고 집에서 보내달라"

•   reNews: Siemens Energy has 'no plans for wind sale'

•   Equipment Journal: Bobcat equips new R-Series loaders with a redesigned inline engine

•   Equipment World: The 2020 Year in Dozers: New Cat, Case CE, John Deere, Komatsu Machines

•   OilPrice.com: The Biggest Energy Bill In A Decade Was Just Passed

•   디지털데일리: [딜라이트닷넷] 6G, 지금부터 준비해야 하는 이유

•   Phone Arena: Samsung Galaxy Z Fold 3 renders leak

•   Nikkei Asian Review: Japan's pandemic baby bust seen pushing births below 800,000

•   Nikkei Asian Review: Abe apologizes over 'cherry-blossom party' scandal

•   Nikkei Asian Review: Tokyo's COVID count hits new daily high of 888

•   Nikkei Asian Review: Japan's fiscal hawks lay low despite record budget blowout

•   Nikkei Asian Review: BYD's EV battery recycling goes global with Itochu

•   Mainichi: Bank of Japan chief sees need for efficient policy amid fears of side effects

•   Business Standard: Ind-Ra revises FY21 GDP contraction to 7.8% on easing pandemic headwinds

•   Business Standard: Economy recovering faster than expected, inflation needs to be tackled: RBI

•   Hindustan Times: Govt to expanding road infrastructure, focus more on EVs in 2021

•   Folha de S.Paulo: Bolsonaro Says the Best Vaccine for Covid-19 Is the Virus, which Has Killed More than 188,000 in The Country

•   Folha de S.Paulo: Government Insiders Say Bolsonaro Was Obsessed with Ignoring Covid Social Isolation Orders

•   Myanmar Times: Myanmar in talks with India to buy, make COVID-19 vaccines

[Opinions]

•   Project Syndicate(J. Bradford DeLong): What Lifted Trump Could Sink Biden

•   Project Syndicate(Nina L. Khrushcheva): Ivanka the Inevitable?

•   Project Syndicate(Ian Buruma): Who Is America?

•   FT(Editorial Board): The deal is done. Now Britain needs a post-Brexit vision

•   FT(Robert Shrimsley): The Brexit deal is just the end of the beginning

•   FT(Gillian Tett): Central banks are starting to put more value on anecdotal evidence

•   FT(Chris Giles): Why it may not be party time for Rishi Sunak

•   FT(Ben Hall): EU accomplishes its mission of Brexit damage limitation

•   FT(John Dizard): Decarbonisation goals require huge commitment to critical metals

•   FT(Nathan Brooker): The year the UK housing market defied gravity

•   FT(Lex): Brexit deal: a hard bargain

•   WSJ(Peggy Noonan): A Look Back at the Pandemic Year

•   NYT(Michelle Goldberg): Trump’s Most Disgusting Pardons

•   WP(Karen Tumulty): Trump is trashing the government on his way out. Biden is confident he can fix it.

•   WP(Greg Sargent): Republicans raging at Trump over stimulus deal are getting exactly what they deserve

•   WP(Ruth Marcus): No president has ever misused the pardon power as thoroughly as Trump has

•   Bloomberg(Tyler Cowen): The Silver Lining of 2020*

•   Bloomberg(Noah Smith): For Corrosive Inequality, Look to the Upper Middle Class

•   Bloomberg(John Authers): The S&P 500 Faithful Missed Out on $700 Billion in 2020

•   Bloomberg(Marcus Ashworth): Markets Have Infinite Reasons to Be Cheerful

•   Bloomberg(Marcus Ashworth): Boris Johnson Unleashes the Animal Spirits With Brexit Deal

•   Bloomberg(Brooke Sutherland): The Year We Were Hot for Supercold Freezers

•   Bloomberg(Therese Raphael): Now We Know How Boris Johnson's Movie Ends

•   Bloomberg(Bobby Ghosh): Iraq’s Economic Woes Hit Harder Than U.S. Injustice

•   Bloomberg(Tim Culpan): The House That Jack Ma Built Is China's Own Creation

•   Bloomberg(Tae Kim): How Can Tech Giants Top a Year Like 2020? They Can't.

•   CNN(John Avlon): Joe Biden and the politics of the Golden Rule

•   CNN(David Dworkin): Trump must sign the stimulus bill to protect vulnerable renters

•   CNN(Thomas O'Connor): FBI team leader: How I know the Blackwater defendants didn't deserve a pardon from Trump (opinion)

•   CNN(Marisa Fox): The Trump appointee Biden needs to get rid of on day one

•   CNN(William Haseltine): Here's what's worrying about the coronavirus variant

•   MarketWatch(Mark Hulbert): Do record-low interest rates justify the stock market’s overvaluation? Here’s the answer

•   MarketWatch(Lawrence G. McMillan): Watch this stock-market signal now that a warning shot has been fired

•   문화(홍정기): 탄소중립 사회로 가는 길

•   문화(서균렬): 탄소중립 핵심은 ‘중소형 원자로’다