[Markets]
• Cryptocurrency: Bitcoin tops $40,000 for first time, pushing cryptocurrency market value past $1 trillion
[Indicators]
• US Nov. Balance of trade: U.S. Trade Deficit Widest Since 2006 in November
• US Dec. Services PMI(ISM): U.S. Services Gauge Strengthened Unexpectedly in December
• US Weekly Jobless claims: U.S. Unemployment Claims Remain Elevated While Consumer Demand Boosts Goods Imports
• Eurozone Nov. Retail sales·Dec. CPI: Eurozone retail sales and inflation fall
• Eurozone Dec. Economic sentiment: Euro-Area Economic Confidence Rises Despite New Virus Curbs
• UK Dec. Construction PMI: Faster house-building boosts UK construction growth in December - PMI
• 한국 3분기 자금순환: 여윳돈 늘었지만...지갑 닫은 가계, 투자 올인
• 한국 주간 아파트 가격(부동산원): 강남집값 다시 불붙자…비싼 매물만 나와
• COVID-19: Johns Hopkins University Live Updates
[News]
• WP: Biden taps Rhode Island Gov. Gina Raimondo as commerce secretary, Boston Mayor Marty Walsh for labor
• WP: Senior officials have discussed removing Trump under the 25th Amendment. Here’s how that could work.
• Reuters: Exclusive: As Olympics loom, Japanese approval of Moderna's COVID-19 vaccine unlikely till May
• MarketWatch: Why it’s gotten harder to buy a second home
• SCMP: China-Australia relations: bans on Australian imports ‘beginning to bite’ as commodity exports fall
• SCMP: Coronavirus: Chinese steelmaking hub hit, with highway closures reducing output and delivery
• SCMP: Coronavirus: China’s Sinovac shots readied for mass roll-out in Indonesia, Philippines and Thailand
• Global Times: Chinese cities conduct COVID-19 emergency vaccinations, expect to inoculate 50 million before Feb 5
• 매경(P1): 文대통령 "새해는 통합의 해"
• 매경(P1): [알립니다] CES 2021 매경과 함께하세요
• 매경: 한국, WTO패소불구 日철강 `반덤핑` 연장
※ kotra: 영-일 CEPA 체결에 따른 우리 기업의 영향 및 시사점
• 매경: LG전자 `투자본색`…美데이터분석 기업 샀다
• 한경(P1): 중대재해법, 내년부터 50인 이상 기업 적용
• 한경(P1): SK, 美 수소기업 1.6조원 투자
• 한경: 삼성·LG, OLED 경쟁 '후끈'
• 서경: 시중銀 위험업종 대출관리 고삐 죈다
• 조선: 이란, 한국 동결자금으로 의료장비 구매 요청
• 조선: 과열 경고하면서 부양책 쏟아낸 정부
• 조선: 경제계 신년인사회에 文대통령 4년째 불참
• 조선비즈: 두산타워 판 두산, 분당 신사옥으로도 자금 조달
• 동아(P1): 축구교실 등 실내체육 아동-학생 9명까지 8일부터 운영 허용
• 문화: 서울 아파트 매매·전월세 ‘겨울 가뭄’
• 국민(P1): ‘빚투’는 질 수밖에 없는 싸움… 다 잃고야 알았다 [이슈&탐사]
• 경향(P1): ‘노동 존중’ 희망고문 일삼는 문재인 정부 [뉴스분석]
• 머니투데이: [단독]산업부, 수소경제위 실무추진단 꾸린다…'수소국' 신설 무게
• 머니투데이: 올해 1분기 전국 11만가구 분양 예정…전년동기 2.4배↑
• 머니투데이: 바닥 찍은 건설기계…현대&두산 시너지로 오를 일만 남았다
• 헤럴드경제(P1): “파격 주택공급신호 줘야 집값안정·영끌진정”
• 헤럴드경제: ‘ILO 협약 비준안’ 8일 본회의 처리 무산
• 헤럴드경제: 연료비연동제 첫 적용…전기요금 고지서 배달
• 아시아경제: 文정부 들어 500兆 늘어난 부동산금융…2300兆 육박
• 디지털타임스(P1): 경제부처 `코드 개각`… 산업 조정식·중소벤처 정태호 유력
• 디지털타임스: 줄잇는 M&A… `비대면·친환경` 미래 新사업 올인한 대기업
• 연합: 산은, 미얀마 양곤지점 개점
• CEO스코어데일리: 중견건설사, 시장 불확실성 가중…신축년, '보수'경영 방점
• 데일리안: 연초 회사채 발행 풍년…증권사 주관실적 경쟁 치열
• 아시아투데이: [취재뒷담화] 정재훈 한수원 사장이 소형원전에 관심을 갖는 까닭은
• reNews: Germans ‘want more renewables’
• Renewables Now: Renewables make 71% of new US power capacity in 11-mo 2020
• For Construction Pros: Toyota Material Handling Designs New Core Electric Turret Forklift
• 대한경제: 올해도 식지않는 수도권 ‘리모델링 열풍’
• 전자신문(P1): 갤럭시S21, 90만원대 파격 가격으로 승부수...국내 출고가 99만9000원 확정
• 디지털데일리: 배터리 공급 과잉 논란…中 CATL, 韓 배터리 총량 상회 캐파 증설
• Phone Arena: Here's where Huawei will end up among the globe's top smartphone manufacturers this year
• Robotics Business Review: How US Manufacturers Can Overcome Robotics Adoption Hesitancy
• Robotics Tomorrow: Innovative Manufacturing Approach Reduces Costs and Optimizes Electrification Time to Market
• Nikkei Asia: Japan PM declares emergency, vows to control COVID in month
• Nikkei Asia: SoftBank sets eye on airborne telecom base stations
• Nikkei Asia: Suga vows to crush virus with potent dose of law and vaccine
• Nikkei Asia: Honda cuts car production on massive chip shortage
• Economic Times: India's fiscal deficit likely to be over 7% in 2020/21
• Business Standard: India's GDP may contract 7.7% in FY21: First advance estimates
• Business Standard: GDP estimates on expected lines, has fiscal implications for country
• Business Standard: Staring down Covid, agriculture sole sector to grow in FY21 in arid economy
• Folha de S.Paulo: Amid Criticism for Delays, Pazuello Says that Brazil Is Prepared to Start Vaccination in January
• Moscow Times: Russia in 2021: Will the Economy Recover?
• Jakarta Post: Reform, vaccination needed as state budget not enough to boost recovery: Sri Mulyani
• Jakarta Post: Stricter virus regulations put businesses in bind
• Jakarta Post: Prabowo, Ganjar lead again in 2024 electability polls
[Opinions]
• Project Syndicate(Carmen M. Reinhart): The Quiet Financial Crisis
• Project Syndicate(Nina L. Khrushcheva): Ten Hours that Shook America
• Project Syndicate(Zia Khan, John W. McArthur): Let the Great Transition Begin
• Project Syndicate(Josep Borrell): Europe’s Watershed Year
• Project Syndicate(Jan-Werner Mueller): Remove and Ban Trump Now
• FT(Editorial Board): The crushing of Hong Kong’s opposition
• FT(Editorial Board): Donald Trump must be held to account for storming of the Capitol
• FT(Philip Stephens): Emmanuel Macron’s France is a post-imperial power in search of a role
• FT(Gillian Tett): Chances are rising for a US economic reset
• FT(Edward Luce): The nightmarish end to Donald Trump’s presidency
• FT(Martin Sandbu): What is sovereignty?
• FT(Chris Giles): Boris Johnson’s flawed coronavirus strategy
• FT(Richard Waters): Pandemic tech bubbles echo those of the dotcom era
• FT(Simon Kuper): The triple threat to London’s city top spot
• FT(John Redwood): Inflation is the canary in the coalmine for investors
• FT(Bruce Bartlett): The Republican party must break Donald Trump’s stranglehold
• FT(Claire Jones): What Yellen’s career tells us her views on fiscal policy
• FT(Jemima Kelly): No, bitcoin is not “the ninth-most-valuable asset in the world”
• FT(Lex): Wall Street/Trump: the quieter riot
• WSJ(Daniel Henninger): Trump’s Trumpian Final Days
• WSJ(Karl Rove): The Republican Party Is in Disarray
• WSJ(Michael Barone): Donald Trump Turned Georgia Blue
• WSJ(Sheila Bair, Lawrence Goodman): Corporate Debt ‘Relief’ Is an Economic Dud
• WSJ(Michael Klausner, Emily Ruan): The SPAC Bubble May Burst—and Not a Day Too Soon
• NYT(Editorial Board): Trump Is to Blame for Capitol Attack
• NYT(Bret Stephens): Impeach and Convict. Right Now.
• NYT(Gail Collins): Trump’s Real Claim to Fame
• NYT(Robert M. Wachter et al): Four Ways to Fix the Vaccine Rollout
• NYT(Ezra Klein): Trump and His Party Made the Storming of the Capitol Possible
• NYT(Greg Bensinger): Delete All of Trump’s Accounts
• NYT(David Landau, Rosalind Dixon): Trump's Actions Call For the 25th Amendment or Impeachment
• WP(Editorial Board): Trump caused the assault on the Capitol. He must be removed.
• WP(Editorial Board): Georgia has come a long way to reach this moment
• WP(Editorial Board): To heal America, we must repudiate not just Trump but also his politics of demonization
• WP(David Ignatius): Why weren’t officials at the Capitol more prepared for this insurrection?
• WP(Max Boot): Trump is guilty of sedition. Impeach him again.
• WP(Dana Milbank): President Trump has committed treason
• WP(Jennifer Rubin): Trump and Hawley, their mob, and the Sedition Caucus
• WP(Jennifer Rubin): Five questions after the failed, violent coup attempt
• WP(George F. Will): Trump, Hawley and Cruz will each wear the scarlet ‘S’ of a seditionist
• WP(David Von Drehle): This is Trump’s legacy
• WP(Eugene Robinson): We just saw an attempted coup d’etat. Blame Trump. Blame his Republican enablers.
• WP(Marc A. Thiessen): Trump has blood on his hands for the Capitol mob
• WP(Greg Sargent): Articles of impeachment are circulating among House Democrats. Inaction is increasingly untenable.
• WP(Hugh Hewitt): Trump has shown an incomprehensible indifference to mayhem
• WP(Edward B. Foley): What happens if Congress doesn’t finish counting the electoral votes?
• WP(Brian Klaas): Why the storming of the Capitol didn’t shock me at all
• WP(Brian Klaas): Why Republicans won’t learn anything from their defeat in Georgia
• WP(Carlton F.W. Larson): The framers would have seen the mob at the Capitol as traitors
• WP(Baynard Woods): Trump’s mob at the Capitol was following an old white supremacist playbook
• WP(Brian C. Kalt): The 25th Amendment can be invoked secretly. But it probably wasn’t.
• WP(Christina Pagel): England’s covid-19 desperation could be your future. How do we do better?
• WP(Christine Adams): Trump’s supporters think they’re being patriotic. And that’s the problem.
• WP(Jordan E. Taylor): What pro-Trump insurrectionists share — and don’t — with the American Revolution
• Bloomberg(Editorial Board): Capitol Insurrection Offers a Moment of Clarity for Trump’s Enablers
• Bloomberg(Mohamed A. El-Erian): U.K. Shows U.S. the Need for Urgent Covid-19 Action
• Bloomberg(David Fickling): This Was No Coup. But It Comes Far Too Close
• Bloomberg(John Authers): Markets Coped Better Than Watchers With the Insurrection
• Bloomberg(Julian Lee): OPEC: The Real Price of Saudi Arabia’s Oil Cuts
• Bloomberg(Jonathan Bernstein): Impeach Trump Now
• Bloomberg(Cass R. Sunstein): Does the 25th Amendment Apply to Trump? Quite Possibly
• Bloomberg(Ramesh Ponnuru): Capitol Riot Was Trumpism’s Essence on Display
• Bloomberg(Noah Feldman): Yes, Trump’s Conduct Is Impeachable. What Else Is New?
• Bloomberg(Clara Ferreira Marques): America’s Credibility Has Been Stormed
• Bloomberg(Sam Fazeli, Lionel Laurent): France Has Lockdown Lessons for Boris Johnson
• Bloomberg(Matthew Brooker): Will Arrests Keep Hong Kong Out of the 'Abyss’?
• CNBC(Andy Barr): Fed’s mandate doesn’t include climate change
• CNN(Frida Ghitis): Vice President Pence, remove Trump now (Opinion)
• CNN(John Avlon): Donald Trump's American carnage ends with a coup attempt
• CNN(Paul Begala): Trump's infamy will never fade
• CNN(Ruth Ben-Ghiat): Trump's end game? Power at all costs.
• CNN(Jess McIntosh): The biggest loser in the Georgia runoffs
• CNN(Seth Moulton): This is domestic terrorism
• CNN(Peniel Joseph): What the Warnock-Ossoff win tells us about a transforming South
• CNN(Lanhee Chen): Georgia runoffs crown new power brokers in Washington
• MarketWatch(Donald F. Kettl): America is in peril and faces a fundamental choice about where it goes next
• Fox News(Newt Gingrich): Georgia Senate runoff losses were a Republican disaster that could’ve been prevented
• Fox News(Tucker Carlson): A death in the Capitol, and what we must do now
• Fox News(Deroy Murdock): Attack on Capitol by un-American anarchists is a terrorist act and disservice to Trump
• Fox News(Vicky Hartzler): I’m a House member caught up in scary attack on Capitol by our own citizens
• Fox News(Karl Rove): Protestors storm Capitol -- this is how mobs act, not patriots and all American hearts should ache
• Fox News(Leslie Marshall): Trump can claim a victory — he helped Dems Ossoff and Warnock win Georgia Senate races
• Fox News(Andrew McCarthy): Don’t use 25th Amendment to oust Trump — that would be unconstitutional
• 헤럴드경제(전기원): 탄소중립 구현 위한 CCU
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