[Markets]
[Indicators]
• US Dec. Manufacturing PMI(ISM): U.S. Manufacturing Gauge Expands at Fastest Pace Since 2018
• Germany Nov. Retail sales: German retail sales headed for strong 2020 as consumers spend through pandemic
• 한국 12월 주택가격: 전국 집값 ‘9년만에 최고치’…서울 연말 서초·노원 쌍끌이
• 한국 12월 외환보유액: 12월 외환보유액 4천431억달러…7개월 연속 사상 최대치 경신
• 한국 12월 전세대출 잔액: 지난해 전세대출 30% 급증
• 한국 12월 은행 예적금 잔액: 은행 예·적금 한 달 새 7.5兆 빠져…증시로 넘어갔나
• Japan Dec. Monetary base: Japan's cash balance hits fresh high as central bank keeps support for economy
• Venezuela 2020 Oil exports: Venezuela’s 2020 Oil Exports Plunged To The Lowest Level In 77 Years
• COVID-19: Johns Hopkins University Live Updates
[News]
※ World Bank: Global Economy to Expand by 4% in 2021; Vaccine Deployment and Investment Key to Sustaining the Recovery
• NYT: Hacking ‘Likely’ Came From Russia, U.S. Says in Belated Official Statement on Major Intrusion
• WP: Sen. Cruz to object to Arizona electors who certified Biden’s win when Congress counts the votes
• WP: Where Senate Republicans stand on certifying Joe Biden’s electoral college win - Washington Post
• Bloomberg: Pandemic Spurs Most Bankruptcy Filings Since 2009
• Bloomberg: A $13 Trillion Debt Bill Comes Due for Big Economies
• Bloomberg: Climate Action Is Embedding Into How the World Works
• SCMP: China says US sanctions have no ‘legal effect’ in Hong Kong or China, but analysts urge caution
• SCMP: China to relax rules on cross-border yuan use, as currency hits 30-month high against US dollar
• 매경(P1): 기업 벌금 최대 50억 중대재해법 8일 강행
• 매경(P1): 文, 새해 첫 국무회의서 "혁신적 주택공급 방안 마련"
• 매경(P1): 국민연금 "대한항공 증자 반대"…아시아나항공 인수 암초
• 매경: 애쓰모글루 "AI發 거품 경고"
• 매경: 與 "김동연 차출? 논의된적 없다"
• 매경: 에이브럼스 "北도발 징후 아직없어"
• 매경: 기업, 재생에너지 쓰면 온실가스 감축 인정
• 매경: 한화그룹 금융사 6곳 `탈석탄` 선언
• 매경: 비우량 회사채시장도 볕든다
• 매경: 美증시도 脫탄소 동참…테슬라 새해도 질주
• 매경: "무주택자 내집 마련 적기는 1분기"
• 한경(P1): 코로나 백신發 파운드리 슈퍼 호황
• 한경(P1): "영업 제한만 있고 보상은 없다"…뿔난 자영업자들, 헌법소원
• 한경: "경기회복 수혜…구리값 9000弗 간다"
• 한경: ESG 채권' 발행 러시…이달 1兆 넘길 듯
• 서경(P1): 성큼 다가온 '미래노동'...제도는 여전히 공장시대
• 서경: 노조, 몸집만 키우고 변화는 '외면'
• 조선(P1): 4900조 빚 시한폭탄, 韓銀 경고 날렸다
• 조선: 홍남기도 거품 경고 “실물·금융 괴리 커”
• 조선(P1): 70억달러 돌려달라… 이란의 선박 인질극
• 동아: 빌라로 옮겨 붙은 전세난
• 한국(P1): 정책금융 수장들의 신년사 화두는 “리스크 관리”
• 국민(P1): 부동산값 급등, 저금리 아닌 정부 정책 탓
• 서울(P1): ‘변이 코로나’ 2명 추가… 기내 전파 가능성
• 세계(P1): 선거 다가오니… "2차 전국민 지원금 논의" [어떻게 생각하십니까]
• 머니투데이(P1): 코로나 발생 351일 만에 사망자 1000명 넘었다
• 머니투데이: 인구쇼크' 예고됐지만…저출산 핵심대책, 내년에야 시행
• 머니투데이: 생산량 목표' 초과 달성한 K-배터리…올해도 꽃길만 걷는다
• 머니투데이: 9.3조 재난지원금 총알준비 완료…11일부터 받으려면
• 머니투데이: 박용진 "공매도재개 재검토"…당국 "다양한 의견 감안"(종합)
• 헤럴드경제(P1): “장기 저성장 우려…규제개혁 급하다”
• 헤럴드경제: “올해 한국경제 ‘상저하고’…기업하기 좋은 환경 조성 절실”
• 헤럴드경제: “GDP 회복돼도 고용은 이전수준 회복 어렵다”
• 헤럴드경제: “비대면 일상화, 디지털·그린 전환…산업구조 재편 서둘러라”
• 헤럴드경제: “투자 친화환경 조성…좀비기업 구조조정 시급”
• 헤럴드경제: “유동성 회수 시점 성장모멘텀 없다면 자산버블 붕괴”
• 헤럴드경제: 부동산 서울 ‘逆풍선’…90%가 강남 등 ‘똘똘한 한 채’에 집중
• 헤럴드경제: 해외투자 미국 집중에서 中·신흥국으로 ‘분산’
• 헤럴드경제: “국내·해외주식 분산…상반기 주식 비중 적극 확대”
• 헤럴드경제: 작년 국내 대형 M&A ‘환경 딜’이 40%
• 헤럴드경제: 코로나에도 해외건설 ‘훈풍’
• 파이낸셜뉴스(P1): 집값만 250兆 뛰었다…'코로나 1년' 자산가치 과열
• 파이낸셜뉴스: “10만도 부족, ‘11만전자’ 예상”
• 파이낸셜뉴스: 주식 24조 판 외국인 원화채 74조 쓸었다
• 파이낸셜뉴스: “새해 빅딜 터진다” 뜨거운 M&A 시장
• 파이낸셜뉴스: 포스코·현대제철, ‘수소생산’ 본격 드라이브
• 파이낸셜뉴스: 건설업계 "건설산업기본법은 조합원 기본권 박탈"
• 이데일리(P1): 압구정 아파트 18건 무더기 신고가, 왜
• 이데일리: "강남이 싸 보인다"…규제 피해 돌고 돌아 서울로
• 이데일리: [신년인터뷰]“이래서 집값 떨어지겠나…진단부터 잘못”
• 이데일리: 연초부터 생산 중단에 영업 정지…실적 타격 어쩌나
• 이데일리: [마켓인]두산모트롤 딜 클로징…두산發 M&A 마무리 박차
• 비즈니스포스트: 두산밥캣 올해 실적증가 예상, 미국 주택건설시장 구조적 성장세
• 글로벌이코노믹: 동박업체, 동유럽·동남아에서 ‘14조원 대 대박’ 거머쥔다
• CEO스코어데일리: 에너지전환 마무리할 산업부 초대 에너지차관은 누구?
• NSP통신: 두산인프라코어, 4분기 영업이익 1662억원 전망
• 에너지데일리: 2020년 국내 최고 뉴스는 ‘2050년 탄소중립’ 선언
• For Construction Pros: Single-family Housing Continues to Thrive During Pandemic as Multifamily and Commercial Construction Struggle
• 대한경제: “새 수익원 찾자”…주식ㆍ유망기업 투자 늘리는 건설사
• OilPrice.com: Should Oil Markets Brace for A U.S. Shale Comeback?
• OilPrice.com: Can Renewables Become As Profitable As Oil And Gas?
• OilPrice.com: Iraq Aims To Increase Oil Exports To Asia With South Korea Deal
• 전자신문(P1): 올해도 '반도체 코리아'…수출 1000억달러·설비투자 세계 1위 보인다
※ 산업부: 올해도 반도체가 우리 경제의 활력회복 이끈다
• 전자신문: 작년 국산 전기차 판매 '반토막'..."새해 반등 나선다"
• ZDNet Korea: 5G, 가입자 1천만명 넘어 주류 서비스 간다
• Business Standard: Govt ready to roll out vaccine within 10 days of emergency nod: Health secy
• Folha de S.Paulo: The State of SP Confirms Two Cases of the Coronavirus Variant Recently Identified in the United Kingdom
• Folha de S.Paulo: With Brazil Close to 200,000 Deaths by Covid, Bolsonaro Makes Fun of Using Facial Protection
• Jakarta Post: Outlook 2021: Govt to push downstream mining industry as coal, metals rebound gently
• Myanmar Times: China-backed solar projects to be completed by April
[Opinions]
• Project Syndicate(Edmond Alphandéry): Carbon Pricing Now
• Project Syndicate(Joseph S. Nye, Jr.): How Will Biden Intervene?
• Project Syndicate(Michael Spence): Michael Spence Says More…
• Project Syndicate(Martín Guzmán): Debt and Disease
• Project Syndicate(Mohamed Hegazy): Electrifying African Transport
• FT(Editorial Board): The pandemic’s biggest tests still lie ahead
• FT(Editorial Board): China’s crackdown on Ant is not without risks
• FT(Editorial Board): How UK finance can thrive after Brexit
• FT(Angus Deaton): Covid shows how the state can address social inequality
• FT(Janan Ganesh): How US political partisanship serves moderation in the end
• FT(Robin Harding): Pension funds need a radical rethink
• FT(Mohamed El-Erian): New Covid variant will increase stress on global economy and widen inequality
• FT(Yuan Yang): Joe Biden’s New Year resolution? A fresh approach to China tech
• FT(Jamie Powell, Claire Jones): In defence of Janet Yellen
• FT(Lex): Business debt/UK lockdown: counting the cost
• FT(Lex): Opec/oil supply: the Goldilocks barrel
• WSJ(Walter Russell Mead): Brexit Arrives, for Better or Worse
• WSJ(William McGurn): Joe Biden’s Georgia Test
• WSJ(Casey B. Mulligan): Trump Proved the Stagnationists Wrong
• NYT(Editorial Board): Trump Still Says He Won. What Happens Next?
• NYT(Paul Krugman): How the Republican Party Went Feral
• NYT(Michelle Goldberg): To Defend Democracy, Investigate Trump
• NYT(Jamelle Bouie): Can Only Republicans Legitimately Win Elections?
• NYT(Sonia Goldenberg): Is Peru Ungovernable?
• NYT(Jason Sokol): Will the Democrats Win in Georgia?
• WP(Editorial Board): Will the GOP be a party for or against democracy and truth? We’ll begin to find out this week.
• WP(Catherine Rampell): Even if you judge Trump by his preferred economic measures, he’s still a loser
• WP(Greg Sargent): Trump’s final unhinged rally exposes the real stakes in Georgia
• WP(Charles Lane): Trump is playing an Orwellian numbers game
• WP(David Byler): Trump lost, but he won millions of new voters. Where did they come from?
• WP(Ruth Marcus): Could Trump be prosecuted for his phone call? It?s complicated.
• WP(Trevor Potter, Mark Gaber): Trump’s call is still a crime, even if he believes his own fraud fantasies
• WP(Randall D. Eliason): Trump sounds like a true believer on the Georgia call. It’s his best legal defense.
• Bloomberg(Tyler Cowen): The Politics of Covid Just Got Even More Hellish
• Bloomberg(Noah Smith): The Inflation Doomsayers Are Wrong Again
• Bloomberg(Mihir Sharma): India's Covid-19 Vaccine Push Needs Help From Private Sector
• Bloomberg(Shuli Ren): NYSE Just Gave China Inc. One More Reason to Leave
• Bloomberg(Aaron Brown): Enlist Wall Street to Fight Pandemics Before It’s Too Late
• Bloomberg(Liam Denning): Saudi Arabia’s Double-Edged Gift for U.S. Shale
• Bloomberg(John Authers): Market Nirvana Is Just the Other Side of Georgia
• Bloomberg(Matthew A. Winkler): Picking Stocks for 2021: Genomics, Electric Vehicles, Bitcoin
• Bloomberg(Anjani Trivedi): Ant Can Dovetail With Beijing's Agenda But Will Never Be a Super-Unicorn Again
• Bloomberg(Chris Bryant): A $21 Billion Wager on Who Will Build the Apple Car
• Bloomberg(Jonathan Bernstein): Why Georgia’s Senate Elections Really Matter
• Bloomberg(James Stavridis): Iran’s Provocations Are a Warning Shot to Biden
• Bloomberg(Noah Feldman): Congress Shouldn't Be Able to Steal an Election
• Bloomberg(Tim Culpan): Delisting Chinese Telcos From U.S. Is Trump's Latest Mistaken Message
• Bloomberg(Sam Fazeli): Messing Around With Vaccine Doses Is a Gamble
• Bloomberg(Elisa Martinuzzi): The City of London's New Big Bang
• Bloomberg(Virginia Postrel): Micromanagement Is Plaguing the Vaccine Rollout
• CNN(Bernard Looney, Christiana Figueres): BP CEO and climate leader: We can only fight climate change if businesses help
• MarketWatch(Amanda Wallace): How to prepare for the obstacles of 2021
• MarketWatch(Ken Hughes): Trump's Georgia recording vs. Nixon 'smoking gun': The real difference is in political timing, not the evidence
• Fox News(Tucker Carlson): Forget Trump phone call, here's what really matters about Georgia Senate runoffs
• Fox News(Joni Ernst): Georgia Senate runoffs -- Let's win the Peach State and save America
• Fox News(David Bossie): Georgia Senate runoffs – Georgians, vote like it's the most important thing you've ever done
• Fox News(Thom Tillis): Georgia Senate runoffs – Send Perdue, Loeffler back to DC, send Pelosi, Schumer a message
• Reuters(Andy Home): Goldman proclaims the dawn of a new commodity supercycle
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