Business Intelligence Monitor 210105

(Introduction)

[Markets]

•   Global: Stocks fall as virus cases rise; U.S. dollar edges higher

•   US: Treasuries Inflation Gauge Exceeds 2% for First Time Since 2018

•   China: Renminbi rallies past 6.5 per dollar for first time since 2018

•   한국: 코스피 새해 첫날 3,000선 눈앞…개인 1조 순매수

※   매경: 동학개미 새해 첫날 우량주 쓸어담았다…코스피 시총 2000조 넘어

※   매경: "기업 영업익 30%이상 증가…최고 3300 갈수도"

※   매경: SK이노 21% 폭등, LG화학·삼성SDI `최고가`…새해 랠리 첫 주자

※   매경: "늘어난 배당성향, 코스피 3000 발판"

•   한국: 두산그룹주 하락 많아, 두산퓨얼셀 5%대 두산중공업 2%대 올라

•   Metals: Worry about Indonesian supplies fuel nickel's surge

•   Iron ore: Iron ore price leaps into 2021

•   Grains: Soy rally extends into 2021 on S.America supply fears; corn pares gains

[Indicators]

•   US·Europe·Asia Dec. Manufacturing PMI: Manufacturers Overcame Covid-19 Setbacks to End 2020 on High Note

•   US Nov. Construction spending: Construction spending increases strongly in November

•   UK Nov. Mortgage approvals: UK housing and manufacturing sectors improve despite tightening restrictions

•   한국 12월 신용대출 잔액: 정부 압박에…신용대출 11개월 만에 감소

•   Indonesia Dec. CPI: Indonesia records lowest inflation in history as purchasing power deteriorates further

•   Vietnam 2020 Retail sales: Việt Nam’s 2020 retail sales see the lowest growth in nine years

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Fed Had a Loan Plan for Midsize Firms Hurt by Covid. It Found Few Takers.

•   WSJ: Covid-19 Vaccines Are in High Demand, but Thousands More Workers Are Needed to Make Them

•   WSJ: Fed's Evans Says Monetary Policy Will Be Accommodative ‘for a Long Time’

•   WSJ: Fiat Chrysler, PSA Aim to Complete Trans-Atlantic Merger in Mid-January

•   WSJ: North Korea Requests Covid-19 Vaccines From Global Group

•   NYT: Republicans Begin New Congress Feuding Over Bid to Overturn Election

•   NYT: As Rollout Falters, Scientists Debate New Vaccination Tactics

•   NYT: An Insurgency From Inside the Oval Office

•   NYT: Even With $900 Billion Stimulus, Biden Faces Fragile Economy

•   NYT: In a Topsy-Turvy Pandemic World, China Offers Its Version of Freedom

•   NYT: Home Solar Is Growing, but Big Installers Are Still Losing Money

•   NYT: Election Day Voting in 2020 Took Longer in America’s Poorest Neighborhoods

•   WP: ‘I just want to find 11,780 votes’: In extraordinary hour-long call, Trump pressures Georgia secretary of state to recalculate the vote in his favor

•   WP: Business leaders urge Congress to certify Biden win

•   WP: Loeffler and Perdue try to steer around Republican infighting as Georgia runoff races draw to a close

•   WP: The Daily 202: Freshman senators backing Trump’s baseless election challenge showcase Republican radicalization

•   WP: How Republicans challenging Biden’s win are trying to have it both ways

•   WP: Iran begins enriching uranium to 20 percent in new breach of nuclear deal

•   WP: Israel is vaccinating so fast it’s running out of vaccine

•   FT: Johnson orders third lockdown for England

•   FT: Johnson bows to the inevitable after surge in Covid cases

•   FT: Rules set out for England’s ‘Lockdown III’

•   FT: Saudi Arabia to open borders with Qatar to end bitter Gulf dispute

•   FT: EU share trading flees London on first day after full Brexit

•   FT: BioNTech warns ‘no data’ to support UK plan to space Covid shots

•   FT: Vaccine rollout hampered by red tape and lack of back-up stocks

•   FT: Europe’s false start with vaccine rollout

•   FT: Berlin takes a risky bet on Beijing

•   FT: Analysts expect as much as $500bn of green bonds in bumper 2021

•   FT: OECD warns governments to rethink constraints on public spending

•   FT: Ireland increases direct freight shipments to European mainland

•   FT: Macquarie confirms £3bn financing of UK green projects

•   FT: Chile populists challenge elite as voters seek new direction

•   FT: China’s central bank faces tricky balance to support liquidity

•   FT: Workers at Google parent Alphabet band together to form union

•   FT: Companies get ready for reality of new post-Brexit trade deal

•   FT: Johnson prepares ‘global Britain’ relaunch in wake of Brexit

•   FT: Rolling out driverless cars is ‘extraordinary grind’, says Waymo boss

•   Bloomberg: Biden Starts a Duel of Rallies With Trump on Eve of Georgia Race

•   Bloomberg: Moderna Lifts Vaccine Output Outlook 20% to at Least 600 Million

•   Bloomberg: China’s Top Diplomat Suggests Global Outbreaks Caused Pandemic

•   Bloomberg: Pompeo Cites China, North Korea as Trump’s Unfinished Business

•   Bloomberg: China Tells Inefficient Firms to Toughen Up or Prepare to Fail

•   Bloomberg: Wall Street Steps Up Hiring in China, With Analysts in Demand

•   Bloomberg: Will Covid Stimulus Be the Breakthrough Carbon Capture Has Been Waiting For?

•   Bloomberg: Divided U.S., Not Covid, Is the Biggest Risk to World in 2021, Survey Says

•   Bloomberg: Crisis Showcases Corner of Europe Derided by Trump Advisers

•   Bloomberg: Europe’s Workers Seen Losing in Post-Pandemic World, Study Finds

•   Bloomberg: Markets Brace for Greater Chance of Blue Wave in Georgia Races

•   Bloomberg: Treasuries Inflation Gauge Exceeds 2% for First Time Since 2018

•   Bloomberg: U.S. Risks Years of Higher Mortality on Covid’s Economic Fallout

•   Bloomberg: U.K. Freight Shipping Costs Quadruple After Brexit and Covid-19

•   Bloomberg: U.K.’s Brexit Border Avoids Early Snarl-Ups as Trucks Stay Away

•   Bloomberg: Pfizer Has Offered South Africa Discounted Covid-19 Vaccines

•   Reuters: OPEC+ deadlocked over raising oil output, to resume talks Tuesday

•   Reuters: Explainer: Why the winners in Georgia runoffs might not be known for days

•   Reuters: Explainer: Why Indonesia is vaccinating its working population first, not elderly

•   CNN: Joe Biden's challenges in 2021 -- Meanwhile in America

•   CNBC: Why the Fed's inflation push could turn from friend to foe for the market this year

•   CNBC: UK rolls out AstraZeneca-Oxford vaccine

•   CNBC: UK decision to delay second Covid vaccine shot endorsed by advisors

•   CNBC: EU covid vaccine rollout 'slow'; Germany, France tighten restrictions

•   CNBC: Exporters face ‘real test’ now as post-Brexit arrangements kick in

•   CNBC: Covid mutation in South Africa 'more of a problem' than the one in UK: Official

•   CNBC: New York Gov. Cuomo confirms state's first case of new Covid strain initially found in UK

•   CNBC: A year since Covid first emerged in China, the world battles its deadliest surge in cases yet

•   CNBC: Trump made false claims in call pressuring Georgia secretary of state to undo Biden win, official says

•   MarketWatch: Former Obama economist questions wisdom of stimulus checks

•   Fox Business: House Democrats changing rules to clear way for Green New Deal, top Republicans warn

•   Fox Business: More than 100 House GOP lawmakers expected to object to at least one state's electors

•   매경(P1): 美석학들의 조언 "경제 살리려면 부자가 돈쓰게 하라"

•   매경: 전미경제학회 설립 136년만에 첫 영상회의

•   매경: "혁신기업 촉진 정책 펴야…팬데믹 경제회복 빨라질 것"

•   매경: "독점이익 누려온 기업들, 기후변화·불평등 해법 내놓아야"

•   매경: `탄소감소 쇼크` 막아라…산업계 보조금 지원 필요

•   매경: "코로나시대 소득별 교육 격차, 인적자본 상실 퍼펙트스톰 올것"

•   매경: 버냉키 "美 제로금리 4년 더 갈것"

•   매경(P1): 이재용 "삼성, 협력사와 손잡고 시스템반도체 신화 쓸것"

•   매경: 이재용식 승어부 첫발은 협력사와 `상생`

•   매경: [단독] 집값 잡겠다던 홍남기…본인 아파트 고가에 팔았다

•   매경: 내린다던 작년집값 오른건 갑작스런 임대차법 때문

•   매경: 與, 중대재해법에서 목욕탕·미용실은 빼나

•   매경: 조세硏 "지역화폐 효과 과대 추정"

•   매경: [2021 신년기획 미래산업] 훅 들어온 AI시대…차세대 동력 잡아야 글로벌 리더

•   매경: 삼성전자, SAMSUNG이 그리는 AI 빅피처

•   매경: LG전자, 로봇 클로이가 내린 커피 맛…이젠 바리스타 뺨친다

•   매경: LG, AI 원천기술 개발에 그룹역량 총동원…고급두뇌 1000명 육성

•   매경: 현대차, 세계 최고 로봇기술 등에 업고…자율주행 완전정복 나선다

•   매경: SK텔레콤, 모든 상품·서비스에 AI 적용…AI 반도체 글로벌 시장 공략

•   매경: 네이버, 韓·日·유럽·베트남 AI벨트 띄우고 로봇친화 제2사옥 오픈

•   매경: 카카오, 카카오엔터·브레인이 주도…車·아파트·가전 `스마트영토` 확장

•   매경: 포스코, 스마트 고로 갖춘 `AI제철소` 안전·품질 높여

•   매경: 한화, 모바일 협동로봇 집중 개발…첨단 제조中企 자동화 선도

•   한경(P1): 이낙연 "전국민 재난지원금 검토"

•   한경(P1): 새해 경영 화두는 '글로벌 게임 체인저'

•   한경: 이재용 "새로운 삼성 만들자"…정의선 "신성장 동력으로 대전환"

•   한경: 김승연 "미래 성장기회 선점"…허태수 "全사업 디지털화"

•   한경: 경제학자들 "적극적 방역이 경기 회복 앞당기는 지름길"

•   한경: 대런 애쓰모글루 MIT 교수 "AI發 고용·임금 감소 아직 없다"

•   한경: 부동산 금융 첫 2200兆 돌파…'경제 뇌관' 우려

•   한경: 9000만원 넘는 전기차에 보조금 안준다

•   한경: 4대 금융지주 올해 화두는 '플랫폼' 'ESG' '회복 탄력성'

•   한경: 현대·기아차 "올해 車 708만대 팔겠다"

•   한경: 현대重그룹 3사, 올 수주 목표액 35% 높여

•   한경: 'K배터리' 3사 모두 글로벌 톱5에 올라

•   한경: 삼성 갤럭시S21 15일 온라인 공개

•   한경: 기업들 실탄 '두둑'…'M&A 큰장' 선다

•   한경: [희망 2021] '성장 백신' 찾은 기업들…포스트 코로나 주역으로 뛴다

•   한경: [희망 2021 주력산업 전망] 반도체·자동차·스마트폰…'기술 초격차'로 재도약 시동

•   한경: [희망 2021 주력산업 전망] 유가 상승세…하반기 정제마진 개선 기대

•   한경: [희망 2021 주력산업 전망] 폴더블·롤러블 등 異形스마트폰 활성화

•   한경: [희망 2021 주력산업 전망] 반도체 슈퍼사이클 진입…D램 수요 폭발

•   한경: [희망 2021 주력산업 전망] 글로벌 車시장 회복 속 전기차 경쟁 격화

•   한경: [희망 2021 주력산업 전망] 대형 컨船 속속 발주…상반기도 '수주 랠리'

•   한경: [희망 2021 주력산업 전망] 車·가전 수요 급증…철강값 상승세 이어질 듯

•   한경: [희망 2021 기업 재무] SKT·GS·현대제철…연초 회사채 2兆 규모 쏟아져

•   한경: [희망 2021 기업 재무] 4兆 규모 '정책형 뉴딜펀드' 닻 올렸다

•   서경(P1): 기업 10곳 중 6곳 "올해 고용 동결·축소"

•   서경(P1): "팬데믹 뒤에 닥칠 인플레 경계해야"

•   서경: 올 3대 경영애로는 "산업경쟁력 약화·규제·미중 무역분쟁"

•   서경: 기업 64% "올 성장 2%대"···V자 반등기대 접어

•   서경: 10곳 중 4곳 "규제 일변도 정책···만족 못해"

•   서경: 美와 달리 韓은 경기침체 상황···“인플레보다 디플레 걱정할 때”

•   서경: "자산가격 조정 땐 경제에 큰 충격...과잉 유동성 관리 필요"

•   서경: [단독]태양광·풍력 '구조조정' 혹한...업체 수·고용 3년째 뒷걸음

•   서경: 연초부터 전국 전월세 매물 품귀

•   조선: 세계가 ‘원전 르네상스’ 선언… 한국은 역주행

•   조선비즈: [신년사] 권오갑 현대重그룹 회장 “대우조선·두산인프라 인수 마무리… 성장동력 찾겠다”

•   인베스트조선: 2021 뉴딜 펀드, 투자처 차별성 없고 유인책도 미미…‘보여주기’ 사업 우려

•   중앙(P1): 인구감소 시대, 공무원 12만명 늘린 文정부...MB때의 18배

•   중앙: [코로나 임팩트] “역사상 가장 불평등한 불황” ‘빚 갚느니 문 닫는다 파산’ 최다

•   중앙: “663만명이 불안해 한다” 국회 달려간 중소기업들

•   중앙: 사업경계 무너졌다 ‘플랫폼 빅뱅’

•   중앙: 해외여행 못 가니 차 바꿨다, 내수 190만대 사상 최대

•   동아(P1): 한국 선박 이란軍에 나포… ‘원유대금 동결 탓’ 추정

•   동아: “이란 부통령-商議회장, 원유대금-백신 교환 한국에 제안 논의”

•   동아: 국내 수입 원유 70% 호르무즈해협 거쳐

•   동아(P1): “백신 60일 이내 승인, 2월말부터 접종 시작”

•   동아: 백신 허가 주요 절차 한꺼번에 진행… 240일→60일로 줄인다

•   동아: 정부-대기업-中企 손잡고 ‘화이자 2월 도입 프로젝트’ 추진

•   동아: [단독]검찰, 한수원 부사장-본부장 피의자신분 조사… 원전 ‘경제성 조작의혹’ 본격 수사

•   문화: 비정규직 제로化·탈원전 강행 ‘후유증’

•   한국: 신기후체제 개막…"30년뒤 석탄발전 사라지고 내연기관차 박물관으로"

•   국민(P1): “먹고살려고 문연다”… 벼랑끝 헬스장 ‘방역저항’

•   세계(P1): 코로나가 부른 개인파산… “하루 몇번씩 나쁜 생각”

•   머니투데이: 백신 넘쳐도 못 맞을 수 있다…인력·콜드체인 공백

•   더벨: 산은, 수석부행장 '2인 체제' 수포로…당국 반대 탓

•   헤럴드경제(P1): 부자들 열명 중 아홉 ‘주식 더 산다’

•   헤럴드경제: 시중 유동성 풍부·기업 이익전망 양호…45%가 ‘상고하저’ 베팅

•   헤럴드경제: “지수보단 유망 섹터…ETF·주식형펀드 등 간접투자 유망” 83%

•   헤럴드경제: “금융자산 늘리고 부동산은 똘똘한 한 채 집중”

•   헤럴드경제: 올 M&A 키워드는 ‘엑시트·구조조정·카브아웃’

•   헤럴드경제: 쏟아진 메가톤 ‘구조조정 딜’을 돌아보다

•   파이낸셜뉴스(P1): 대우건설'잭팟' 2조9천억 수주

•   파이낸셜뉴스: 전셋값 뛰고 불장… 전국 아파트시장 18년만에 매도자가 주도 [새해 집값 잡힐까]

•   파이낸셜뉴스: "국민 집값 근심 덜겠다"는 변창흠 '설 선물 보따리'에 기대반 우려반 [새해 집값 잡힐까]

•   파이낸셜뉴스: 必환경·저탄소’ 신산업 집중 투자… 산업구조 대전환 [친환경시장 활짝]

•   아시아경제(P1): [단독]月 코로나 확진자 수 따라 파산 급증…'커플링 현상' 나타나

•   아시아경제: 심상찮은 '코로나 파산'…V자 반등 못하면 도미노 공포

•   아시아경제: 대출해빙…"또 막힐라" 수요 대거 몰릴 듯

•   아시아경제: 작년 상장폐지 16개사… 1년새 4배

•   이데일리: 올해 대기업 2곳 중 1곳만 신입사원 뽑는다

•   연합: 현대차, 중국에 수소연료전지 생산공장 세운다

•   연합: 다시 1천명 아래…3대 변수는 숨은감염-집단발병-변이 바이러스

•   뉴시스: 정부, 태양광·풍력 기술력 확보 박차…'녹색보증' 상반기 출시

•   뉴스1: 새해 건설업계 화두는 '신사업'…먹거리 창출해야 '생존'

•   뉴스토마토: 위기 넘긴 두산…밥캣으로 올해 버틴다

•   비즈니스포스트: 두산퓨얼셀, 연료전지시스템 500억 규모 공급계약 맺어

•   Power Engineering: EIA: U.S. Renewables consumption surpasses coal first time in modern power age

•   에너지경제: 文정부, 석탄발전 퇴출 대못박는다…연차별 발전량 제한 입법 추진

•   대한경제: [신년기획] 2021 건설산업 전환점에 서다...더 세지는 규제

•   대한경제: [신년기획] 2021 건설산업 전환점에 서다…주사위는 던져졌다

•   대한경제: [신년기획] 2021 건설산업 전환점에 서다…더이상 가 본 길은 없다

•   대한경제: [신년기획] 2021 건설산업 전환점에 서다 …새해 늘어나는 일감

•   대한경제: [신년기획] 2021건설산업 전환점에 서다...건설산업 장벽이 사라진다

•   OilPrice.com: Big Oil’s Renewables Push Will Come At A Cost

•   전자신문(P1): "새해 선진국부터 신흥국까지…'디지털 전환' 세계 산업계 관통"

•   전자신문: [KOTRA 2021 대전망] <1>코로나발 산업 재편, 지역별 맞춤전략 짜야

•   전자신문: [KOTRA 2021 대전망]<2>'디지털 전환' 글로벌 승부처 부상

•   전자신문: [KOTRA 2021 대전망] <3>'비대면' 겨냥 첨단 기술 산업 뜬다

•   전자신문: [KOTRA 2021 대전망]<4>"세계 경기 가파른 회복세 기대"

•   Phone Arena: This is what Samsung's Galaxy Note 21 Ultra could look like

•   Robotics & Automation News: What You Need to Know About Self-Driving Cars

•   Robotics Tomorrow: A brighter future? Automation trends of 2021

•   Robot Report: The state of industrial robotics: challenges & opportunities

•   물류신문: [물류신문사 × 현대글로비스 공동기획] 2021 물류시장을 이끌 키워드

•   물류신문: Part1. 지속되는 ‘라스트마일’ 시장의 성장

•   물류신문: Part2. 수요 넘치는 ‘콜드체인’, 아직 기반은 취약

•   물류신문: Part3. 늘어나는 ‘플랫폼’ , 물류기업의 선택은?

•   물류신문: Part4. ‘DT’, 전통과 디지털을 접목시킨다

•   Nikkei Asia: Japan to declare month-long COVID emergency as soon as Thursday

•   Nikkei Asia: RCEP: China to gain as trade pact ripples across post-COVID world

•   Mainichi: Japan economy to notch sharp recovery from pandemic toward end-2021

•   Mint: Industry ramps up supply chain for 5G service launch in ’21

•   Business Standard: Budget 2021: What will be the growth, spending story in post-pandemic world

•   Business Standard: Govt, farmer unions talks fail to make headway, to reconvene on Jan 8

•   Folha de S.Paulo: Tax Crisis and Conflict between Cutting Down and Spending Are Challenges in 2021

•   Folha de S.Paulo: Private Clinics Go to India to Negotiate the Purchase of Covid-19 Vaccine

•   Jakarta Post: Oxford Economics projects Indonesia’s GDP to grow 6% in 2021

[Opinions]

•   Project Syndicate(Jeffrey D. Sachs): Optimism for the New Year

•   Project Syndicate(Harold James): The Pandemic’s Big Sort

•   Project Syndicate(Ngozi Okonjo-Iweala): Globalizing the COVID Vaccine

•   Project Syndicate(Selva Demiralp, Şebnem Kalemli-Özcan): Turkey’s Slow-Motion Economic Crisis

•   Project Syndicate(Charles Kupchan, Peter Trubowitz): A China Strategy to Reunite America’s Allies

•   FT(Editorial Board): Finding a new role for the UK in the world

•   FT(Editorial Board): A moment of grave danger for US democracy

•   FT(Gideon Rachman): Europe has handed China a strategic victory

•   FT(John Plender): Stress test looms for financial system in 2021

•   FT(Anjana Ahuja): The pandemic’s darkest hour is yet to come

•   FT(Lex): Green finance/Macquarie: hospitable climate

•   WSJ(Gerard Baker): An Awesome Spectacle of Dishonesty and Opportunism

•   WSJ(Kevin Warsh): Beijing’s Bid for Financial Supremacy

•   NYT(Charles M. Blow): Supreme Leader of Voter Suppression

•   NYT(Gail Collins, Bret Stephens): Is It Too Late to Impeach Trump Again?

•   NYT(Neal K. Katyal, Sam Koppelman): Why Congress Should Impeach Trump Again

•   NYT(Parul Koul, Chewy Shaw): We're Google Workers. And We're Forming a Union.

•   WP(Editorial Board): New coronavirus variants could lead to a surge. The vaccine rollout is more urgent than ever.

•   WP(Max Boot): The tale of the tape: Trump’s own words reveal his corruption — again

•   WP(Greg Sargent): How Biden will try to fix our vaccine rollout mess

•   Bloomberg(Andy Mukherjee): India's Covaxin Is the Object of National Pride and Scientific Skepticism

•   Bloomberg(John Authers): Bitcoin and SPACs Give 2021 an Early Retro Flavor

•   Bloomberg(Chris Hughes): Time for U.K. Stocks to Look Beyond Brexit Relief

•   Bloomberg(Jonathan Bernstein): What Are Republicans Really Up To?

•   Bloomberg(Cass R. Sunstein): Vice President Pence Can Preside But Not Decide

•   Bloomberg(Timothy L. O'Brien): Trump’s Phone Call Is What Coup Fever Looks Like

•   Bloomberg(Lionel Laurent): Vaccine Rollout: France Is Failing at What It’s Meant to Do Best

•   Bloomberg(Faye Flam): Virus Mutations Add Even More Urgency to Vaccination Race

•   Bloomberg(Mark Whitehouse): America’s Supply Lines Need Some Attention

•   CNN(Michael D'Antonio): Trump's deranged phone call with Georgia secretary of state reveals a desperate man

•   CNN(Elie Honig): Trump's Georgia call is so outrageous that prosecutors must investigate

•   CNN(Dennis Aftergut, Jeffrey Abramson, Frederick Hoxie): The danger the Trump die-hards are inflicting on America

•   MarketWatch(Mark Weisbrot): Why partisanship will increase in the post-Trump era

•   Fox News(Marco Rubio): Georgia Senate runoffs -- The fate of our nation is in Georgia's hands

•   Fox News(Liz Peek): Georgia Republicans, vote against Pelosi and Schumer in Senate runoff races

•   Fox News(Michael Goodwin): Trump's last stand – how will final days impact Georgia Senate runoffs?

•   Fox News(Jessica Tarlov): Georgia Senate runoffs -- a win for Warnock and Ossoff is a win for American priorities

•   Fox News(Deroy Murdock): Georgia Senate runoffs -- Chairman Sanders? Senate committees could get crazy if Dems prevail