[Markets]
[Indicators]
• Germany Dec. ZEW economic sentiment: Investor Hopes for German Economy Rebound After Vaccine Progress
• UK Nov. Retail sales: England’s lockdown puts brakes on retail sales growth
• 한국 10월 재정수지: 세수 7조 줄었는데 `코로나 지출`은 51조…재정적자 눈덩이
• 한국 11월 반도체 수출: 반도체 수출 5개월째 늘어...경기 반등 기대감 커진다
• Japan Q3 GDP(final): Japan's third quarter GDP revised up to annualised 22.9% growth
• Japan Oct. Household spending: Japan's household spending rebounds from initial COVID-19 hit
• Japan Nov. Economy Watchers sentiment: Japan economy watcher sentiment worsens for 1st time since April
• India Nov. Vehicle registrations: Auto retail in November declined by 19% even as sales gap to previous year continues to narrow
• Indonesia Nov. Consumer confidence: Consumer confidence recovery fragile as pandemic’s end uncertain
• South Africa Q3 GDP: S. Africa GDP Far From Pre-Covid Levels Even as Recession Ends
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: Senate stimulus negotiators try to reach deal on whether companies can be sued over virus outbreaks
• WP: Huawei tested AI software that could recognize Uighur minorities and alert police, report says
• Bloomberg: Should Biden Go Big on Public Housing?
• CNBC: Universal basic income could decimate cities next year, one bank says in its ‘outlandish forecasts’
• CNBC: Economic growth will be better than expected thanks to the resilient services sector, Goldman says
• 매경(P1): 백신 4400만명분 확보, 내년 상반기 접종
• 매경: `접종 부작용` 누가 책임질지 불분명
• 매경(P1): `졸속 임대차3법` 전철 밟는 기업규제3법
• 매경: `3%룰` 상법개정안도…與 입법 독주
• 매경: 민주, 재계에 기업형 CVC법 `당근`
• 매경(P1): 내년 경기회복 급한 정부 상반기 333조 쏟아붓는다
※ 기재부: 2021년도 예산배정계획 확정
• 매경: LG전자 스마트폰, ODM 키워 새 판 짠다
• 매경: 한국 반도체株, 외국인자금 업고 더 달린다
• 매경: 수도권 새아파트 10가구 중 1곳만 세입자
• 한경(P1): [단독] 현대차, 美 보스턴다이내믹스 인수한다
• 한경: BBIG, 급등장에서 '엇갈린 행보'
• 서경(P1): 검찰 권한 커질라···與, 전속고발권 유지로 급선회
• 서경(P1): 상폐위기社 30%급증···코스피 '신고가의 역설'
• 서경(P1): 미중 균형추' 찾는 文···"CPTPP 가입도 검토"
• 서경: 특고 고용보험 세부안 놓고 노사 충돌 불가피
• 서경: "文 증세정책, 경제 활력 떨어뜨린다"
• 조선(P1): “계층 사다리 부서진 美… 한국 불평등도 못지않아”
• 조선: 내집 마련하면 숨통, 소비 5% 늘린다
• 중앙: 삼성전자, 파운드리 힘겨운 추격전
• 동아(P1): 文대통령, 洪부총리에 “변창흠 주택공급 방안, 함께 협의-노력해달라”
• 동아: 세계 선박 60% 수주… 한국 조선 승승장구
• 한국(P1): 내년 백신 접종 때까지 수개월, 방역·의료 버틸 수 있을까
• 경향(P1): 자영업자 “우리가 총알받이냐”
• 머니투데이(P1): [단독]변창흠 내정자 "인구구조 변했다"…소신 변화 시사
• 헤럴드경제: ‘빅3 신사업’ 기대 업고…내년 ‘무역액 1조달러’ 회복?
• 헤럴드경제: [단독] LG전자 ‘스마트 팩토리’ 전담조직 출범
• 파이낸셜뉴스(P1): 박용만 "경제법안 정치적 처리 당혹… 부작용 책임져야"
• 파이낸셜뉴스: 삼성, 코로나 재택근무 확대… "3단계땐 컨틴전시 플랜 가동"
• 아시아경제(P1): 강화된 신용대출 규제 일주일, 증가액 '꺾였다'…실수요자에겐 대못
• 아시아경제(P1): 강북 아파트 매매가 ㎡당 평균 1000만원 넘었다
• 디지털타임스(P1): 세집 중 한집 `나 혼자 산다`… 대한민국 1인가구 리포트
• 이데일리: 중소기업 절반 이상 "내년 코로나 리스크 관리" 방점
• 이데일리: 대기업도 예외없다…사람·사업 동시에 줄이는 전방위 구조조정
• 이데일리: [마켓인]두산모트롤 매매승인신청서 접수…연내 마무리 속도
• 이데일리: 삼성전자, 이르면 내일 조직개편..글로벌 전략회의도 임박
• 이데일리: [만났습니다]①"탈원전으론 2050 탄소중립 현실성 낮다"
• KBS: 석탄발전소 건설중…출구전략은?
• 팍스넷뉴스: 빨간불' 켜진 저신용등급 회사채 조달시장
• 더구루: 두산인프라코어,반자동 굴착기 유럽 출시
• 비즈니스포스트: 두산밥캣 주식 매수의견 유지, "실적 증가세에 배당수익도 매력적"
• 에너지경제: 겨울철 석탄발전소 가동 중단, 미세먼지 감축효과는 ‘글쎄’
• 에너지경제: GE, 신세종복합발전소에 세계 최대·최고 효율 가스터빈 공급
• Equipment Journal: Excavator pricing remains steady in 2020, according to Ritchie Bros.
• 대한경제: 부산 ‘두산위브더제니스 센트럴 사하’ 분양 일정 돌입
• 대한경제: 재개발ㆍ재건축 물량난에 소규모 재건축 관심 고조
• OilPrice.com: Oil Markets Are Finally Ready To Recover
• OilPrice.com: BP Prepares To Boost Middle East Oil Production
• OilPrice.com: Finding A Way Around The World's Largest Oil Chokepoint
• OilPrice.com: Asia Free Trade Deal Widens Oil Supply Channels To China
• OilPrice.com: OPEC Members Are Being Forced To Compensate For Missed Targets
• MINING.com: Minerals and metals demand recovery in 2021 – report
• 전자신문: "삼성전자 목표주가 9만원"...증권가 눈높이 올린다
• 디지털데일리: 마이크론 이어 SK하이닉스도 '176단' 낸드…삼성은 언제?
• 디지털데일리: 삼성, 3분기 인도네시아 스마트폰 온라인 판매 ‘약진’
• Hannover Messe News: German government funds project for green hydrogen
• Robotics & Automation News: AutoX puts fully driverless RoboTaxis on the roads in China
• Robotics Tomorrow: COBOTS VS COVID: Today’s Manufacturing Reality and Tomorrow’s New Normal
• Robot Report: 10 major mergers & acquisitions in autonomous vehicles
• Nikkei Asian Review: Japan to bet big on hydrogen to meet 2050 zero-emission goal
• Nikkei Asian Review: Tokyo one-ups rest of Japan with 2030 electric vehicle goal
• Nikkei Asian Review: When will Asia get COVID-19 vaccines? Five things to know
• Economic Times: World GDP recovery to strengthen from mid-2021 on vaccine rollout, India's GDP to shrink -9.4% in FY21: Fitch
• Economic Times: India's recovery momentum gained pace in December: Nomura
• Economic Times: Retail NPAs might spike to 10-year high of 4%: Report
• Folha de S.Paulo: Bolsonaro Says The Government Will Offer The Entire Population Vaccine against Covid-19
• Jakarta Post: BI calls for greater rate cuts for bank credit, more lending to support economic recovery
[Opinions]
• Project Syndicate(Dani Rodrik): How Biden Can Create Good Jobs
• Project Syndicate(Melvyn Krauss): Getting NATO Back on Track
• Project Syndicate(Mariana Mazzucato, Josh Ryan-Collins, Asker Voldsgaard): Central Banking’s Green Mission
• Project Syndicate(Marcel Fratzscher): The EU Must Break the Brexit Deadlock
• Project Syndicate(Michael Spence, Danny Leipziger): The Pandemic Public-Debt Dilemma
• FT(Editorial Board): Poland and Hungary will be losers from a budget veto
• FT(Editorial Board): Joe Biden should rethink his Pentagon pick
• FT(Martin Wolf): Milton Friedman was wrong on the corporation
• FT(Edward Luce): No easy cure for America’s ‘paranoid style’
• FT(Victor Basta): Covid is accelerating a quiet technology revolution in Africa
• FT(Tim Bradshaw): Silicon Valley’s next goal is 3D maps of the world — made by us
• FT(Michael Stott): Brazil’s borrowing binge gives investors the jitters
• FT(Lex): Renewables/Ofgem: power deficit
• WSJ(Walter Russell Mead): Climate Finance May Foul the Economy
• WSJ(Dan Sullivan): Defense Is on the Ballot in Georgia
• WSJ(Alex Berenson): Covid and the New Age of Censorship
• WSJ(Alexander William Salter): Profit Keeps Corporate Leaders Honest
• NYT(Editorial Board): The Stimulus Compromise Is $908 Billion Better Than Nothing
• NYT(Paul Krugman): Republicans Can’t Handle the Truth
• NYT(Bret Stephens): On Iran, Biden Can Bide His Time
• NYT(Ross Douthat): The Biden Opportunity and How to Blow It
• NYT(Vanessa Barbara): Trump Lost. Bolsonaro Can’t Get Over It
• NYT(Drew Holden): What Has Lockdown Done to Us?
• WP(Editorial Board): McConnell and McCarthy say they believe in democracy — but stand by as Trump incinerates it
• WP(Editorial Board): The record turnaround for covid-19 vaccines has years of extraordinary science to thank
• WP(Catherine Rampell): A massive stimulus now can save money later
• WP(Paul Waldman): Any Biden effort to ‘reach out’ to conservatives is doomed
• WP(Karen Tumulty): We know Harris will make history as VP. We don’t know what she’ll do in the job.
• WP(Marc A. Thiessen): The election is over. Can we finally blame China for the pandemic?
• WP(Charles Lane): Economics is going through an intellectual revolution on public debt
• WP(Leana S. Wen): Two scenarios could derail trust in the vaccines. Here’s how we must prepare for them.
• WP(J. Michael Luttig): J. Michael Luttig: No, President Trump can't pardon himself
• WP(Natasha Behl): India farmer protest: Can it restore Indian democracy?
• WP(Kate Cohen): Trump needs a long timeout
• WP(Francisco Toro): With a Soviet-style election, Nicolás Maduro tightens his grip on Venezuela
• WP(Brian Riedl): Liberal economists say debt doesn’t matter. They’re wrong.
• WP(Sebastian Mallaby): Inflation could make a comeback. If it does, Joe Biden will pay the price.
• Bloomberg(Tyler Cowen): The FDA’s Slowness on a Covid Vaccine Isn’t the Issue
• Bloomberg(Shuli Ren): South Korean Day Traders Set the Kospi Pace Just Like Robinhood in the U.S.
• Bloomberg(John Authers): Ignore the Noise. This Is a Classic Cyclical Recovery
• Bloomberg(Marcus Ashworth): Why Pound Traders Are Optimistic About Brexit
• Bloomberg(Michael R. Strain): Both Parties Should Embrace This Stimulus Bill
• Bloomberg(Jonathan Bernstein): With Austin Pick, Biden Faces His First Test
• Bloomberg(Therese Raphael): One Brexit Deal Is Done, But the Big One Waits
• Bloomberg(Bobby Ghosh): Trump’s ‘Favorite Dictator’ Finds a New Friend in Macron
• Bloomberg(Sam Fazeli): Vaccines Alone Aren’t Enough to Beat Covid-19
• Bloomberg(Mark Buchanan): Lockdowns Are Needed, So Let's Make Them Work
• CNN(David Dworkin): Pelosi and McConnell need to make a stimulus deal to protect renters
• CNN(Norman Eisen, Christine Todd Whitman, Joanna Lydgate): Trump is not giving up on his lies about the election. We can't let him get away with it (opinion)
• CNN(David Axelrod): The Herculean task facing President-elect Biden
• CNN(Merrill Brown): With Covid-19 raging, where are America's leaders?
• MarketWatch(Mark Hulbert): Why the energy sector could lose power in December after an electrifying November
• Fox News(Tucker Carlson): Our elites' collusion with China is real and widespread
• Fox News(Jim Banks): GOP is only party to tackle our national debt – Dems don't have the guts to try
• Fox News(Rebecca Grant): Biden's Defense Secretary pick may be shocked by these surprising themes at Pentagon
• Reuters(John Kemp): U.S. gas prices stumble on mild start to winter
• Reuters(Clyde Russell): COLUMN-China's imports of major commodities show early signs of moderating
• 중앙(필립 르포르): 파리 기후변화협약 5주년, 이제는 행동할 때다
• 문화(사설): 原電 배제한 채 ‘금 모으기式 대처’ 황당한 탄소중립案
• 파이낸셜뉴스(사설): 정부는 광내고 부담은 기업이 지는 탄소중립
• 헤럴드경제(사설): 목표만 거창한 ‘탄소중립’, 실행 로드맵 더 정교해야
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