[Markets]
[Indicators]
• US Oct. Case–Shiller home price: U.S. Home-Price Growth Accelerated in October
• 한국 2020년 국세통계: 연봉 1억 넘는 근로자 85만명…서비스업 고소득자 확 늘어
• 한국 하반기 직종별 사업체 노동력: 내년 상반기도 고용한파…전년比 3천명 줄어 최저
• 한국 11월 무역지수 및 교역요건: 수출물량지수 석달째 상승..."반도체 수출 강세 영향"
• 한국 12월 BSI: 코로나19 재확산에 기업 체감경기도 '찬바람'
• 한국 1분기 제조업체 경기전망지수: 새해 경기전망 코로나 직전 수준 회복했지만…“여전히 부정적”
• 한국 1분기 중견기업 경기전망: 백신 효과에···중견기업 내년 경기전망 소폭 상승
• Brazil Dec. Services sector confidence: Brazil services confidence rises, still below pre-pandemic level
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: Biden calls Trump pandemic effort a ‘travesty’ and vows extensive federal response to coronavirus
• Reuters: Special Report: UAE emerges as hub for companies helping Venezuela avoid U.S. oil sanctions
• Yahoo Finance: Here comes 'supernova' economic growth in 2021
• 매경(P1): AI의 역습…"돈 보내라" 영상통화도 가짜
• 매경(P1): 국산 코로나 치료제 내달부터 투여할듯
• 매경: 文대통령이 직접…모더나와 `백신 담판`
• 매경: 주한미군 모더나백신 접종 시작
• 매경(P1): "韓기업 ESG 정보 공개하라"…유럽운용사, 압박 거세진다
• 매경: 뛰는 코스피 위에 날아가는 ESG펀드
• 매경(P1): 9.3조원 재난지원금 내달 11일부터 지급
• 매경: `바운스백 코리아` 전문가 2人 인터뷰
• 매경: 기업이 뽑은 80개 `경영 걸림돌`
• 매경: `전기차배터리` 유럽의 반격…韓과 전쟁 예고
• 한경(P1): "용돈 대신 삼성전자 사줄게"…'10대 주린이' 31만명 늘었다
• 한경(P1): 2021 한경 DX 전략 포럼, 내달 12일 온라인 생중계
• 서경(P1): 중대재해법 손질했지만...이중삼중 과잉처벌 여전
• 서경: '중대재해법 정의'부터 막혔다
• 서경(P1): 쌍용차 공장 가동 중단 위기
• 서경: 최고금리 인하 보완책, 내년 상반기 중 마련
• 서경: 코로나에···중고 기계설비 매물만 쌓인다
• 서경: 강제노역' 미쓰비시 자산매각 명령 효력 발생
• 조선(P1): 코로나 하루 40명 사망 최다...요양병원 어르신들 70%
• IT조선: AI가 코로나 장벽 뚫었다
• 동아: 김여정 ‘명실상부 北 2인자’ 오를 듯
• 쿠키뉴스: 산은 등 채권은행, 연이은 기업 부실에 고민 늘어가
• 한겨레(P1): 구의역·이천화재도 처벌 못하는 ‘중대재해법’
• 경향(P1): 코호트 격리가 코로나 사망자 규모 키웠나
• 머니투데이(P1): 끝없는 '가족 감염'…정부 "집에서 마스크 착용하라"
• 머니투데이: 새해 전에 코로나 예산 바닥…확산 못잡으면 또 연초 추경
• MTN: 고난의 행군' 두산重...내년엔 정상화 고삐 조인다
• 헤럴드경제(P1): 국회 7개월…‘규제폭탄’ 1400건 쏟아냈다
• 헤럴드경제(P1): 신재생에너지 발전비중, 15년간 5배 확대
• 파이낸셜뉴스: 여유로운 노후 위해선 한달에 164만원 필요
• 아시아경제: 개도국도 脫脫…석탄시대, 마침표 찍나
※ Global Energy Monitor: South and Southeast Asia’s Last Coal Plants
• 디지털타임스(P1): 현 정부의 `집값 상승`은 2021년에도 쭉 이어질 전망이다.
※ KB경영연구소: 2021 KB 부동산 보고서(주거용 편)
• 디지털타임스(P1): 중국 1위 지리차 배터리시장 진출… 글로벌 `전기차 어벤저스`출현, 한국업계 겨냥
• 이데일리(P1): [2021 전망]①"내년에도 전국 집값·전셋값은 계속 오를 것"
• 뉴스1: 이제는 대세' 해상풍력, 韓 중후장대 기회 잡나
• SBS: 코로나19에도 올해 유상증자, 지난해의 3배 육박
• 비즈니스포스트: 두산퓨얼셀, 연료전지시스템 800억 규모 공급계약 맺어
• Renewables Now: Indian solar tariffs sink to new low of INR 1.99/kWh - report
• 에너지경제: 신재생E 업계, RPS 장기계약 확대 방침 등에 기대감 표출
• 에너지경제: 폴란드 '원전 6기' 수주戰...韓, 일본에 밀리나
※ Nikkei Asia: Poland minister seeks Japanese partners for nuclear project
• 전기신문: (신년좌담회) 2050 탄소중립 한국은 준비돼 있나
• Equipment World: The Top 10 Construction Equipment Videos of 2020
• For Construction Pros: Rental’s Top 10 News and Products of 2020
• 대한경제: 수의계약 특례 연장…길 잃은 '대형 SOC' 정상화 탄력
• OilPrice.com: 3 Ways to Play the $30 Trillion ESG Boom in 2021
• OilPrice.com: Iran Cuts Power Supply To Iraq On Unpaid Debt
• OilPrice.com: Can Anything Stop Brazil’s Massive Oil Boom?
• 디지털데일리: [2020 IT산업 10대 뉴스] 코로나 위기속, IT산업 역할 빛났다
• Phone Arena: Samsung Galaxy S21 release date, price, features and news
• Robotics Tomorrow: Readers Choice 2020: Smarter Robotics Are Changing Security
• Robot Report: Watch Boston Dynamics’ robots tear up the dance floor
• Robot Report: 4 robotics applications accelerated by COVID-19
• 로봇신문: 중국, 올해 로봇 산업에 4조 5천억원 투자
• 로봇신문: 2020 올해의 대한민국 로봇기업(PDF화일)
• Nikkei Asia: Asia in 2021: through a screen darkly
• Nikkei Asia: Japan teams with RCEP allies to push China on data free flow
• Nikkei Asia: SoftBank to offer $21 at-home coronavirus tests in Japan
• Nikkei Asia: Sri Lanka to scrap Japan-funded infrastructure projects
• Nikkei Asia: Honeymoon over as Suga faces make-or-break moment on virus
• Economic Times: Middle class needs support from govt: BJP leaders to FM
• Business Standard: Indian economy could be 'most resilient' in subregion in long term: UN
• Business Standard: Bank asset quality may see sharp deterioration post-moratorium: RBI
• Business Standard: Growth gathers steam for NBFCs in H1FY21 as balance sheets expand 12%: RBI
• Business Standard: India behind only China in cornering EM inflows in CY20, shows data
• Business Standard: Six cases of new coronavirus strain detected among UK returnees in India
[Opinions]
• Project Syndicate(Jeffrey Frankel): Three Terms That Misdefined 2020
• Project Syndicate(Jared Diamond): How Might COVID-19 Change the World?
• Project Syndicate(Bill Emmott): Whose Post-Pandemic Century?
• Project Syndicate(Ana Palacio): COVID and the Comeback State
• Project Syndicate(Ricardo Hausmann): The Missing Link in Economic Development
• Project Syndicate(William A. Haseltine): There Will Be No Quick COVID Fix
• Project Syndicate(Jean Pisani-Ferry): The EU That Can’t Say No
• Project Syndicate(Ngaire Woods): The Brutal Governance Lessons of 2020
• FT(Editorial Board): Blame not the robot but the human behind it
• FT(Editorial Board): The case for liberal trade remains as robust as ever
• FT(Editorial Board): 2020: charts from a year like no other
• FT(Janan Ganesh): Covid has no grand lesson for the world
• FT(Tony Barber): A bleak year looms for Russian dissenters
• FT(Robin Wigglesworth): A theory of (almost) everything for financial markets
• FT(Katie Martin): Year in a word: * shaped recovery
• FT(Andrei Lankov): North Korea can change — but only if information gets in
• WSJ(William A. Galston): A Start at Bridging the Partisan Gulf
• WSJ(William McGurn): Beijing’s Bigger Honey Trap
• WSJ(Sadanand Dhume): What’s Worse Than 2020 in America?
• WSJ(Daniel Yergin): The Oil Industry Is Stuck in Virus Alley
• NYT(Editorial Board): Joe Biden Takes Climate Change Seriously
• NYT(Paul Krugman): 2020 Was the Year Reaganism Died
• NYT(Bryce Covert): When ‘the American Way’ Met the Coronavirus
• WP(Editorial Board): Britain avoided a Brexit disaster. But divorce from Europe will still hurt.
• WP(Catherine Rampell): $2,000 vs. $600 stimulus payments isn’t the real issue
• WP(Dana Milbank): Trump, in his final days, goes full King Lear
• WP(Jennifer Rubin): Biden sounds like he has made a choice on China
• WP(Jennifer Rubin): Here is why the stimulus check should be bigger
• WP(Marc A. Thiessen): The 10 worst things Trump did in 2020
• WP(Leana S. Wen): Coronavirus vaccinations are off to a very slow start. That should set off alarms.
• WP(Ezzedine C. Fishere): What Biden can do to help Arab democracy
• Bloomberg(Editorial Board): Companies Are Fleeing California. Blame Bad Government.
• Bloomberg(Conor Sen): Just Send the Bigger Checks Already
• Bloomberg(Tyler Cowen): Cryptocurrency Is Not Necessarily the Future
• Bloomberg(Jared Dillian): Ignore All 2021 Market Predictions - Except This One
• Bloomberg(Jonathan Bernstein): Five Nice Things to Say About Politics in 2020
• Bloomberg(Ferdinando Giugliano): 2020 Saw the Return of the State Leviathan. We Must Be Wary
• Bloomberg(Alex Webb): Finland's Champion Nokia Is Letting the Side Down on Huawei and 5G
• Bloomberg(Faye Flam): Pandemic Regrets? Experts Have a Few
• Bloomberg(Michael Schuman): How to Get U.S. Companies to Leave China
• Bloomberg(Sarah Halzack): Retail’s Boom-and-Bust 2020, in 10 Charts
• CNBC(Laura Tyson, Daniel Weiss): How Joe Biden can tap the private sector to accelerate transition to clean energy
• CNN(Frida Ghitis): Trump has set Republicans up to fail in Georgia
• CNN(Edward Lindsey): A Republican win in Georgia seems like the safer bet
• MarketWatch(Damien Ma, Houze Song): 4 crucial trends involving China that investors risk getting wrong
• Fox News(Chris Jacobs): Georgia Senate runoffs -- conservatives, health care is on the line, too
• Fox News(Jeremy Hunt): Georgia Senate runoffs -- why this Black man voted for Perdue and Loeffler
• Fox News(Cal Thomas): Biden's climate change litmus test
• SCMP(Craig Addison): US sanctions killed the old Huawei. What will the reborn one look like?
• 매경(온기운): `탄소중립` 뒷받침 못하는 전력수급계획
• 한경(백광열): 탄소배출 늘리는 脫탄소정책…해법은 소형 원전뿐
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