Business Intelligence Monitor 210111

(Introduction)

[Markets]

•   Global: Stimulus hopes push global equity markets to new records, bonds hit 11-mth lows

•   US: Tesla market cap passes Facebook, now fifth most valuable U.S. company

•   Asia: Animal Spirits Abound in Asia Stocks as Chip Giants, EVs Surge

•   한국: 코스피 3.97%(120P) 폭등한 3,152 마감…거래대금 40조 폭발

※   매경: 애플發 자율차 희소식에…현대차·모비스 20%대 급등

※   한경: 국가대표株' 역대급 폭등…"미쳤다" 애널리스트들도 놀랐다

※   한경: 기존 상식 다 깨졌다…코스피 급등에 전문가도 '당혹'

※   서경: 개인·기관·外人 번갈아 폭풍매수···빚투 20조 넘어 '증시 뇌관'

※   이데일리: 한주새 10% '아찔한 상승'…코스피 과속 경고등 켜졌다

•   한국: 두산그룹주 상승 많아, 오리콤 10%대 뛰고 두산퓨얼셀 두산 올라

•   한국: 채권자금마저 흡수하는 증시…장기국채 금리 오름세

•   Metals: Copper slips from 2013 peak as doubts grow about stimulus

•   Grains: Soybeans to 6-1/2 year top on expectations of tightening stocks

[Indicators]

•   US Nov. Consumer cerdit: U.S. Consumer Borrowing Rose in November by Most in Five Months

•   US Dec. Nonfarm payrolls: Covid-19 Surge Ends Seven Months of U.S. Jobs Growth

※   WSJ: Job Losses in 2020 Were Worst Since 1939, With Hispanics, Blacks, Teenagers Among Hardest Hit

※   WSJ: This Could Be the Best Year on Record for Job Growth

•   US Dec. Dodge momentum index: Commercial Construction Sends Dodge Momentum Index Higher in December

•   US Weekly Rig count: Oil, Gas Rigs Increase For Seventh Straight Week

•   US Q4 GDP Nowcast: Jan 08, 2021: New York Fed Staff Nowcast

•   US Q4 GDP Nowcast: Latest estimate: 8.7 percent — January 8, 2021

•   Germany Nov. Industrial production, etc.: Resilient data suggest Germany avoided fresh downturn in late 2020

•   UK Dec. House prices: UK house price growth slows as end of stamp duty holiday nears

•   China Dec. Foreign reserves: China’s forex reserves strategy to be ‘dynamically optimised’ amid uncertain external conditions

•   한국 1~11월 음식점 매출: 작년 1~11월 음식점 매출 18조3500억원 줄었다

•   한국 11월 경상수지: 지난해 1~11월 경상흑자 639억달러…전년보다 15%↑

•   한국 12월 외환시장 동향: 외국인, 12월 한국 증시에서 2.4조원 빼가…"차익 실현"

•   Japan Nov. Household spending: Japan household spending up 1.1% on year in Nov.

•   Japan Nov. Coincident index: Japan's key economic index in Nov. sees 1st fall in 6 months

•   India Dec. Fuel demand: India's fuel demand at 11-month high in December

•   Indonesia Dec. Foreign reserves: Indonesia’s forex reserves near record-high in December

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: House Prepares for Trump Impeachment, Could Add Charges on Georgia Allegations

•   WSJ: China’s New Rules Amp Up Pressure on U.S. Businesses

•   WSJ: Capitol Riot Prompts Some Big Banks and Companies to Pause Political Funding

•   WSJ: Trump’s Ban on Chinese Stocks Roils Investors

•   WSJ: U.S. Covid-19 Vaccination Plan Limits Speed of Rollout, Supply-Chain Experts Say

•   WSJ: Israel’s Covid-19 Vaccinations Hold Lessons for U.S.

•   WSJ: Can Covid-19 Vaccines’ Second Dose Be Delayed?

•   WSJ: Covid-19 Small-Business Loan Program PPP to Reopen Jan. 11

•   WSJ: CES 2021: The World’s Largest Tech Show Trades Las Vegas for Cyberspace

•   WSJ: Fed Raised Interest Rates in 2015 Despite Concerns Over Growth, Inflation

•   WSJ: Investors Assumed Democracy Would Endure; They’ve Been Right, So Far

•   WSJ: Low on Workers, Manufacturers Recruit Their Executives for the Factory Floor

•   WSJ: Economy Week Ahead: Inflation, Exports and Retail Sales

•   WSJ: Cisco Spars With Acacia Communications Over Takeover Deal

•   NYT: With Democrats in Control, Biden Moves to Advance Agenda

•   NYT: Republicans Splinter Over Whether to Make a Full Break From Trump

•   NYT: Democrats Ready Impeachment Charge Against Trump for Inciting Capitol Mob

•   NYT: Twitter Permanently Bans Trump, Capping Online Revolt

•   NYT: Biden Plans Coronavirus Vaccination Blitz After Inauguration

•   NYT: Facing Intensifying Crises, Biden Pledges Action to Address Economy and Pandemic

•   NYT: America in 2021: Racial Progress in the South, a White Mob in the Capitol

•   NYT: As Coronavirus Mutates, the World Stumbles Again to Respond

•   NYT: For Trump and the Nation, a Final Test of Accountability

•   NYT: Democrats Are Determined to Pressure Biden to Investigate Trump

•   NYT: In Pulling Trump’s Megaphone, Twitter Shows Where Power Now Lies

•   NYT: Pressure Grows for States to Open Vaccines to More Groups of People

•   NYT: A Year After Wuhan, China Tells a Tale of Triumph (and No Mistakes)

•   NYT: Amazon, Apple and Google Cut Off Parler, an App That Drew Trump Supporters

•   NYT: A Week Into Full Brexit, the Pain for U.K. Businesses Has Arrived

•   WP: Capitol riot: FBI studies whether some wanted to take hostages, harm lawmakers

•   WP: Biden, who ran on unity, now leads a party furious at GOP

•   WP: Investigate the security failures at the U.S. Capitol

•   WP: Republicans largely silent about consequences of deadly attack and Trump?s role in inciting it

•   WP: ‘Find the fraud’: Trump pressured a Georgia elections investigator in a separate call legal experts say could amount to obstruction

•   WP: Inside the Capitol siege: How barricaded lawmakers and aides sounded urgent pleas for help as police lost control

•   WP: As Trump leaves office weakened, Republicans wonder if his wounds are fatal

•   WP: ‘Always about him’: How Trump’s obsession with baseless election claims cost Republicans in Georgia

•   WP: As spending climbs and revenue falls, the coronavirus forces a global reckoning

•   WP: McConnell memo outlines how Senate would conduct second trial for Trump if House impeaches

•   FT: MSCI to drop Chinese telecoms companies from important indices

•   FT: Travellers to England face compulsory Covid checks

•   FT: Beijing orders Chinese media to censor coverage of Alibaba probe

•   FT: City of London to bring back Swiss stock trading following EU exit

•   FT: 2020 ties for hottest year on record

•   FT: ‘They threatened to storm in’: Hong Kong’s dawn raids on activists

•   FT: BioNTech/Pfizer vaccine works against mutation in Covid variants, study finds

•   FT: UK decision to space vaccination doses sparks fierce debate over risk

•   FT: EU set to more than double supply of BioNTech/Pfizer Covid vaccine

•   FT: ‘A coup d’état attempted by Trump’: America’s failed insurrection

•   FT: Car manufacturing hit by global semiconductor shortage

•   FT: CES enters the pandemic era, taking a turn for the practical

•   FT: City of London stumbles through first week of Brexit

•   FT: Trump’s rules on China investment spark confusion across global finance

•   FT: China will vie to become world financial centre, says Ray Dalio

•   FT: Georgia Senate results fuel hedge funds’ reflation bets

•   FT: Top US banks set to buy back $10bn of shares in Q1

•   FT: US banks to delist hundreds of HK-listed products under Trump rules

•   FT: Iran’s $7bn battle: Tanker seizure ‘slap in the face’ to South Korea

•   FT: Airbnb hosts use platform to lure clients into private rentals

•   FT: Saudi Arabia tries to lure multinationals from Dubai

•   FT: Gazprom to restart Nord Stream 2 construction

•   FT: US risks enraging China by easing limits on Taiwan relations

•   FT: Indonesia relies on vaccine rollout as officials lose ‘control’ of pandemic

•   FT: Lax approach to England lockdown raises prospect of stricter rules

•   FT: UK records highest daily death toll since start of pandemic

•   FT: Vaccine makers prepare for game of Covid cat and mouse

•   FT: Why UK pledge to become ‘Saudi Arabia’ of wind power rings hollow

•   FT: Stacey Cunningham, NYSE president caught up in Sino-US tension

•   FT: Should investors prepare for higher inflation in the US?

•   FT: Racial double standard seen in policing of US Capitol rampage

•   FT: Sweden’s distinctive Covid strategy nears an end as lockdown proposed

•   FT: Algorithms and the pandemic

•   Bloomberg: U.S. Eases Restrictions on Contact With Taiwan in Jab at China

•   Bloomberg: Resilience Test Awaits Emerging Markets Unnerved by Treasuries

•   Bloomberg: Why China Is Falling Out With Australia

•   Bloomberg: Saudi Crown Prince Plans Car-Free City for Future Beyond Oil

•   Bloomberg: Tesla China Rival Nio Ups Competition With New Electric Sedan

•   Bloomberg: Why the Strait of Hormuz Is a Global Oil Flashpoint

•   Bloomberg: Rich Americans Bracing for Higher Taxes Await Biden’s First Move

•   Bloomberg: Transportation’s Future Looks Greener After Georgia Senate Runoffs

•   Bloomberg: The Inflation Debate That’s Roiling U.S. Markets Faces 2021 Test

•   Bloomberg: Germany’s Finance Minister Sees Economic Recovery, DPA Reports

•   Bloomberg: Iraq Raises Crude Pricing to Asia for February After Saudi Boost

•   Bloomberg: U.K.-U.S. Race for Mini Trade Deal Slowed by Trump’s Mob Crisis

•   Bloomberg: Brexit Means U.K. Eateries Fight Harder for Authentic Fare

•   Bloomberg: Clarida Doesn’t See the Fed Paring Asset Purchases in 2021

•   Bloomberg: Italy Government to Seek Parliament Approval for Larger Deficit

•   Bloomberg: Labour’s Starmer Rules Out Seeking to Renegotiate Brexit Deal

•   Bloomberg: Trump Officials Are Still Slowing Transition, Biden Team Says

•   Bloomberg: French Lack Confidence in Macron Virus Effort, Poll Shows

•   Bloomberg: Pence Will Break With Trump and Attend Biden-Harris Inauguration

•   Bloomberg: Ship Orders Slump 50% With Owners Unsure Which Green Fuel to Use

•   Bloomberg: Samsung Escalates Ericsson 5G Royalty Fight With U.S. Trade Case

•   Bloomberg: Petrobras Oil Output Hits Record as Most Peers Reel From Crash

•   Reuters: China to provide COVID-19 vaccines free of charge - official

•   Reuters: Britain approves Moderna's COVID-19 vaccine, eyes spring rollout

•   Reuters: New coronavirus cases in China double, mainly in Hebei province

•   Reuters: Exclusive: Indian state refiners halt oil imports from Chinese companies - sources

•   Reuters: EXCLUSIVE-EU regulator expects to clear Boeing 737 MAX in Jan. at earliest

•   Reuters: Bahrain says it will open airspace to Qatar from Monday

•   Reuters: Queen Elizabeth and husband receive COVID-19 vaccines - palace

•   Reuters: Trump moves to loosen mining regulations, approve projects as he exits

•   AP: The Latest: Virus infections top 90 million confirmed cases

•   CNN: Political instability is another strike against the dollar

•   CNN: What is Parler? Everything you need to know about the banned conservative social media platform

•   CNN: Here's why Apple could pick Hyundai for its iCar

•   CNN: Clyburn: House may wait until after Biden's first 100 days to send impeachment articles to Senate

•   CNN: Mike Pence has not ruled out 25th Amendment, source says

•   CNBC: U.S. reports more than 4,000 Covid deaths for first time as outbreak grows worse than ever

•   CNBC: Israel's massive vaccine drive isn't keeping up with new cases — especially among younger victims

•   CNBC: CDC has not seen emergence of a highly contagious U.S. variant of coronavirus

•   CNBC: Indian army says it has apprehended a Chinese soldier for transgressing border

•   MarketWatch: Reflation nation? This time, post-crisis tailwinds favor banks, and the economy

•   MarketWatch: The bad news keeps coming for the U.S. economy, but it might not be as bad as it looks

•   Fox Business: OPEC crude output cuts should help US shale profits in 2021

•   SCMP: Coronavirus: Chinese study finds most patients still show signs of ‘long Covid’ six months later

•   SCMP: Beijing urged not to overreact to Trump administration’s ‘desperate last act’ on Taiwan

•   SCMP: China sends Africa a signal that Belt and Road Initiative is still open for business

•   SCMP: China tried to punish European states for Huawei bans by adding eleventh-hour rule to EU investment deal

•   SCMP: China’s biggest coronavirus outbreak in months stalls coal, steel deliveries as frigid temperatures compound problems

•   SCMP: China GDP: IMF cuts 2021 growth forecast citing US tech decoupling, domestic debt, Hong Kong risks

※   IMF: People’s Republic of China : 2020 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for the People's Republic of China

•   SCMP: Community group buying has brought Big Tech’s disruption to China’s smaller cities but are they ready for it?

•   SCMP: China’s factories must be ‘armed with automation’, as pandemic gives boost to machines in manufacturing

•   매경(P1): 현대차-애플 `자율 전기차` 손잡는다

•   매경: 전기차 플랫폼 강자 현대차, 애플엔 최상파트너

•   매경: 콘서트 즐기고 영상 만들고…자동차는 제3의 생활공간

•   매경(P1): 서초 원베일리 분양가 5669만원 `역대 최고`…재건축사업 숨통 틔울듯

•   매경: 상한제 적용후 되레 분양가 16% 올라…정부 규제 힘빠지나

•   매경: 노원 41평 첫 15억, 도봉 30평 10억 `눈앞`…치솟는 노도강

•   매경: 역세권 용적률 최대 700%로…국토부, 시행령 곧 개정

•   매경: 4차지원금 매표 논란에 與, 보편지급 일단 보류

•   매경: 기재부 "금감원, 공공기관 지정할것"…금융위에 통보

•   매경: 동학개미 놀라워!…펀드매니저 "개미 생각 읽으려 유튜브 봐요"

•   매경: `3152` 너무빠른 코스피…금융위원장 "불안과 기대 교차"

•   매경: 경기도 2차 재난기본소득 푼다…모든 도민에 10만원 지급 유력

•   매경: `학원 3층 건물에 9명만 입장`…주먹구구식 집합금지

•   매경: [Science] 앗! 바이러스의 실수…복제 중 삐끗하면 `변이` 발생

•   매경: [Science] 세포 침투때 쓰는 돌기 부분 변이 탓…전염력 70% 빨라

•   매경(P1): `디지털 전환` 넘어 `문명적 전환` 온다

•   매경: 로봇택시·AI요리사·VR동물원…2021 CES 미래기술

•   매경: CES로 간 매경…미라클레터·비즈니스포럼·웨비나

•   매경: "이거 TV 맞아?"…구부려지고 AI가 화질 조정해준다

•   매경: 작은 버튼 하나로 `코로나 진단`…홀로그램으로 회의 생중계까지

•   매경: 한국, 341개사 출동…중국 제치고 2위 참가국으로

•   매경(P1): "정기예금 깰래요"…뭉칫돈 증시로 몰린다

•   매경: 삼성전자에 빠진 동학개미…개인 비중, 기관 제쳤다

•   매경(P1): "백신 접종 공정성 집착땐 적합한 시기·장소 다 놓쳐"

•   매경: [단독] 노벨경제학상 수상자의 조언 "백신접종 효율 우선해야"

•   매경: 코로나 최악상황선 `작은정부, 큰정부 논란` 무의미

•   매경: 집단소송법·유통산업법…2월국회도 규제법안 줄줄이 대기

•   매경: [단독] 産銀 "마힌드라, 주식 안팔면 쌍용차에 신규자금 지원 검토"

•   매경: 현대차그룹 `배터리 재사용` 사업 본격화

•   매경: 리서치 왕좌 지킨 하나금투 `5연패`

•   매경: 韓경제 기지개…조선업 올해 영업익 320% 뛴다

•   매경: 건설업계, 중대재해법 반발…"정부, 처벌보다 예방 힘써라"

•   한경(P1): 코로나 뚫은 삼성전자…지난해 36조원 벌었다

•   한경: 위기 때 진짜 실력 나온 삼성전자…"올 2분기엔 영업익 10조"

•   한경: "반도체 슈퍼호황에 올해 이익 30% 급증"

•   한경: 삼성, 갤S21 '조기출격'…1분기 애플 잡는다

•   한경(P1): 경제계 호소에도…중대재해법 결국 국회 통과

•   한경: "민생·경제" 외치더니…새해 첫 국회부터 규제法 줄줄이 처리

•   한경: 중대재해법 공포도 하기 전에 '개정 카드' 꺼낸 與

•   한경: 중기인, 중대재해법 통과에 격앙…"헌법소원도 불사"

•   한경: 4분기 뒷심' LG전자 실적 신기록…'상고하저 징크스' 깼다

•   한경: 홍남기 "전기·수소차 13만6000대 구매 지원"

•   한경: 코로나 금융 대응반 회의 12일 재개…소상공인 대출 연장 논의하나

•   한경: 5G 인프라株의 해…"글로벌 분산투자가 답"

•   한경: MSCI서 中 통신사 퇴출…외국인 자금 한국 몰렸다

•   한경: 20분의1 저렴한 촉매로 물에서 '수소' 뽑아낸다

•   한경(P1): 연초부터 '빚투'…1주새 신용대출 4500억↑

•   한경(P1): 코로나가 앞당긴 AI 혁명…이젠 '올 디지털' 시대

•   한경: 가상 전시관서 만나는 혁신기술…'포스트 코로나 해법' 찾는다

•   한경: 다시 뭉친 한경·KAIST '드림팀'…CES 맥 짚어드립니다

•   한경: AI 주도 '디지털 혁명'…5년 걸릴 변화 5개월이면 되는 세상

•   한경(P1): [단독] '몸값 100조원' LG에너지솔루션, 증시 입성한다

•   한경: "코스피, 전망치 이미 넘었는데…" 리서치센터의 고민

•   한경: "아직 늦지 않았다?"…증권가 고수 6인이 본 급등장 긴급 진단

•   한경: "중대재해법 처리 문제 많았다" 與 내부서도 비판

•   한경: 이번 달 전기료 소폭 내리지만…내년 크게 오를 수도

•   한경: 日상사 '알짜 사업'이던 해외 석탄발전과 이별

•   한경: 검찰 수사 이후…더 커지는 脫원전 반대 목소리

•   한경: [단독] 세계 5위→8위…멕시코에도 뒤처진 한국 기계산업

•   서경: 금융 불균형 경고한 금통위 "가계부채·자산 쏠림 우려"

※   한국은행: 금융통화위원회 의사록(2020년도 제27차)(2020.12.24)

•   서경: 솔루스첨단소재, LG에 전지박 공급 눈앞

•   서경: 신고리 5·6호 건설허가 취소소송 항소심도 패소

•   서경(P1): 보선 앞두고···양도세 완화 군불때는 당정

•   서경: 부동산 민심 '발등의 불'...'양도세 중과' 연말까지 유예 가능성

•   서경: 洪, 15일 부동산 점검 회의...역세권 추가 공급 등 논의

•   서경: 수요·공급' 겹규제가 '패닉바잉' 불러···임대차법 재검토·정비사업 완화 필요

•   서경(P1): [단독]공모펀드, 성과연동제 도입한다

•   서경(P1): "인텔, 삼성전자와 위탁생산 협의 중"

•   서경: 판매·운용사-고객 '수익공유'···주식→펀드 '투자환승' 유도

•   서경: 제조업 위축에 코로나 한파까지···공장 수 15년만에 줄었다

•   서경: 백신 접종 관건은 ‘콜드체인’...보관·운송·IT업체 채비 분주

•   조선(P1): “日정부가 위안부 피해자에 배상하라”

•   조선: 한 국가 법원이 다른국가에 배상 판결, ICJ 판례와는 안 맞아

•   조선: 한일관계 개선 시도하던 文정부 앞에… 위안부 판결 돌발변수

•   조선: 방역 당국 “정점 지나 감소 단계로 진입”

•   조선: 열흘만에 빗나간 최대전력 수요 예측

•   조선(P1): “전술핵 개발하라” 南 겨냥해 핵위협

•   조선: 北이 전술핵 탑재한 미사일·방사포 섞어 쏘면 우리軍 속수무책

•   조선: 김정은 “강대강”… 미국에 핵잠수함까지 꺼내들었다

•   조선: 北 “판문점선언 이전으로 돌아갔다”는데 우리 정부는 여전히 “남북합의 이행 확고”

•   조선(P1): 회사 쪼개고 직원 빌려주고… 中企 ’52시간 몸부림'

•   조선: 中企, 특근 사라지자 베테랑들 줄사표… 외국인 근로자도 안들어와

•   조선: 외국인 근로자, 작년 예정된 3만명 중 2400명만 입국

•   조선: 월성 방사능 누출?… “멸치 1g 먹는 수준”

•   조선: 11월이면 집단면역? “백신 5600만명분으론 부족할수도”

•   조선: [Mint] SK 연료전지발전소 설계를 이 회사 클라우드에서… “부품 정하면 AI가 설계, 곧 올 것”

•   조선비즈: 나는 차' 잇따라 시험비행 성공한 中… 현대차는 7년뒤에 상용화 목표

•   조선비즈: 삼성디스플레이, 노조와 단체협약 체결… 전자계열사 중 최초

•   조선비즈: 대형건설사 자회사들 잘 나가네… 실적도 주가도 ‘파란불'

•   조선비즈: 중소기업 46.9% “올해 매출 지난해보다 줄 것”

•   IT조선: CES 2021 키워드 S·A·D·M

•   헬스조선: 연내 집단면역, 국산 치료제?… 전문가들 "정부의 꿈일 뿐"​

•   중앙: “비트코인 급등은 고장난 자본주의 시스템이 초래”

•   중앙: ‘팀코리아’ 만든 한수원, 한국형 원전 해외시장 공략 승부수

•   중앙(P1): 김용균법 1년의 교훈…처벌 강화로는 산재 못 줄인다

•   중앙: 선거 앞…민주당도 국민의힘도 마지못해 만든 ‘누더기법’

•   중앙: 동일 사고로 근로자 2명 이상 중상 땐 경영자 실형 가능

•   중앙: [알림] 백신 개발·접종 한눈에 코로나 ‘백신 트래커’

•   중앙: 삼천피에 찬물 vs 버블 막아야…공매도 부활 논쟁

•   중앙: 전기차 생산 손잡을까…현대차, 애플에 답장 고민

•   동아: 정세균 “올가을 국민 60, 70% 백신 맞고 집단면역”

•   동아: 이란, 선박나포는 언급 않고 “한국과 동결대금 논의가 안건”

•   동아(P1): 코로나로 속도 빨라진 ‘총인구 감소’ 시한폭탄

•   동아: ‘일할 사람’ 급감… 외국인재 영입 확대-정년연장 해법 찾아야

•   동아: 이달말 인구정책 3기 TF 가동… “생산인구 감소 대책 마련”

•   동아(P1): [단독]건강한 50∼64세도 백신 우선접종 포함 검토

•   동아: [단독]요양병원 노인→의료진→65세 이상…“상반기 1000만명 접종해야”

•   동아: [단독]임신부-어린이는 우선접종 제외… 안전성 검증 안된 탓

•   동아: 세계 각국도 의료진-고령층 최우선 접종

•   동아: “정부, 위안부 피해 배상 손놓아… 재판이 마지막 구제 수단”

•   동아: 아사히신문 “日정부, 위안부 배상판결 ICJ 제소 검토”

•   동아: 이란 강경파 “한국은 모욕을 당할 필요가 있었다”

•   문화: “탈원전, 文의 국정농단”… 한전 전처장 靑탄원에 ‘동의’줄이어

•   한국: 수요는 줄고 매물은 쌓이네'...치솟던 전셋값 안정되나

•   한국(P1): "싸 보이면 산다" 곳곳서 투기 징후 … 자산시장, 치킨게임 시작됐다

•   국민(P1): 주택공급 부족하지 않다더니… 은근슬쩍 ‘공급 속도전’

•   머니투데이(P1): [단독]10대 기업 번 돈 다 더해도 삼성전자 절반…코로나 양극화 현실화

•   머니투데이(P1): 코로나 3차 유행 '역대급' 소비한파…백화점 한산, 카드 매출 뚝

•   머니투데이(P1): 홍남기 "4차 지원금도 전국민 대상이 아니라 선별 지급해야"

•   머니투데이: 정세균 "변이 바이러스 차단…3차 지원금 설 전에 90%"

•   머니투데이: 계속 미룬 거리두기 격상…2.5단계 완화는 빠르게?

•   머니투데이: 자산시장 불 붙었는데…긴축 스위치 고장낸 한국은행

•   머니투데이: 석탄발전 없앴더니 미세먼지 426톤 사라졌다

•   더벨: 구조조정 1년, 그룹에는 무엇이 남았나

•   헤럴드경제: 반도체 파운드리 ‘슈퍼사이클’…삼성, TSMC와 격차 좁힌다

•   헤럴드경제: 이재용의 ‘뉴삼성’…새해 최대고비는 사법리스크

•   파이낸셜뉴스(P1): n포세대의 유일한 희망 '주식'… "하락하면 더 살것"

•   파이낸셜뉴스(P1): 정부 "집합금지업종 17일이후 영업허용 검토"

•   파이낸셜뉴스: 한번 충전으로 644㎞ 달리는 전기차 GM·LG의 '얼티엄 배터리' 베일 벗나

•   파이낸셜뉴스: 기업 재택근무 앞당긴 코로나… "코로나 끝나도 재택은 계속" [전환기 맞는 언택트 문화]

•   디지털타임스(P1): KDI, 5개월 연속 `경기부진` 진단..2019년 9개월 연속 부진 기록 연초부터 위협

•   디지털타임스: 매출 반토막에 유가까지 오르면… 中企 `전기료 폭탄` 맞는다

•   디지털타임스: 올겨울 전력도매가격 60원대…16년 만에 최저

•   이데일리(P1): [벼랑끝 자영업]"폐업할 돈도 없다"…퇴로마저 막힌 벼랑끝 자영업

•   이데일리: [벼랑끝 자영업]실직자 '불황형 창업'까지 급증…자영업 도미노 붕괴 '초읽기'

•   이데일리: [벼랑끝 자영업]자영업 코로나 이전부터 포화상태…"진입장벽 높여 경쟁 줄여야"

•   이데일리: 中 전기차 시장서 리콜 악재 만난 현대·기아차…수소차로 돌파할까

•   이데일리: [르포]LNG 도입부터 판매까지…영역 넓히는 포스코에너지

•   이데일리: LNG 사업 재편 효과' 본격화하는 포스코

•   이데일리: 친환경 에너지로 떠오르는 LNG…주목받는 터미널

•   이데일리: 4분기도 '쌩쌩' 달린 K-배터리, LG 이어 삼성도 흑자 전환 기대

•   이데일리: 두산퓨얼셀, 박정원 두산 회장 등 일가 10명 지분 전량 처분

•   연합: 5년 이어진 두산인프라코어차이나 매매대금 소송 14일 최종 판결

•   연합: 인천 두산인프라코어 공장서 누수 복구하던 60대 근로자 추락사

•   연합: 가동 중단된 기장 해수 담수화 시설, 실증화 연구기관 활용

•   연합: [이슈 컷] 생태계 균형 파괴하는데…풍력발전 친환경에너지 맞아?

•   연합: 코트라 "바이드노믹스, 시장확대 기회지만 위협요인 상존"

•   연합: 미얀마, 인도 생산 아스트라제네카 백신 3천만 회분 주문

•   뉴시스: 한은 "코로나19로 남·북 유럽간 경제력 격차 심화"

※   한국은행: 해외경제 포커스(제2021-1호)

•   뉴스1: 신한울 3, 4호기 발전사업 연장되나…고심하는 산업부

•   뉴스1: 건설업계, 새해 경영환경 '불투명'…"신사업으로 위기 돌파"

•   아주경제: [美 그린에너지 붐] ①"바이든표 녹색정책 온다"…수천억 끌어당긴 청정에너지 펀드

•   아주경제: [美 그린에너지 붐] ②"수천조가 걸렸다"…청정에너지 로비스트 북적

•   팍스넷뉴스: 1월 회사채 만기 '3조', 우량기업 발행 봇물

•   프레시안: 한수원 한빛 5호기 중대과실 시공사와 계약유지...환경시민단체 반발

•   오마이뉴스: 9차 전력수급기본계획에 태안화력 6기 폐지 확정이후 대안은?

•   Power Engineering: Wood Mac: Oil rally, renewables top predictions for 2021

•   WNN: Japanese industry leaders call for nuclear restarts

•   에너지경제: 폭설 등 날씨 민감한 태양광 발전, 로봇에 드론까지 띄워 피해 막는다

•   에너지경제: 최강 한파에 블랙아웃 '비상'…다시 커지는 탈원전 논란

•   에너지경제: 한파에 겨울철 전력예비율 8년만에 9%대...탈석탄 문제없나

•   KHL: US contractors expect demand to drop in 2021

•   Equipment Journal: Doosan partners with ITEC 2000 Equipment in Northwestern Ontario

•   Equipment Journal: Komatsu’s iMC 2.0 now available on two additional dozers

•   Equipment World: Many contractors expect cancellations and delays for 2021

•   대한경제: 국내 시장은 힘들다…해외로 나가는 ESS 업계

•   OilPrice.com: OPEC+ Throws U.S. Shale A Lifeline

•   OilPrice.com: Can Anything Stop The Current Bull Run In Oil?

•   OilPrice.com: Russia Has Won Its Oil War With Saudi Arabia

•   OilPrice.com: Will Oil Demand Recover In 2021?

•   OilPrice.com: How To Play The Energy Market In 2021

•   OilPrice.com: Can Tech Save The Oil Industry?

•   CNET: Tesla 2021: What we expect to see from Elon Musk and friends this year

•   전자신문(P1): 온라인 막 올리는 'CES 2021'...신기술이 보여줄 일상 속 변화

•   전자신문: S펜·폴디드 카메라…혁신 품은 '갤럭시S21'

•   전자신문: [이슈분석][2021 유통 사업전략]새판 짜는 유통 빅4, '도약의 해' 만든다

•   전자신문: [이슈분석][2021 유통 사업전략]새해 유통 화두는 '디지털 패러다임 시프트'

•   전자신문: [이슈분석]유통 대기업, 포스트코로나시대 '차세대 먹거리' 찾는다

•   전자신문: '탄소세' 배출권거래제 참여 기업은 환급받는다

•   전자신문: 전력거래소, 석탄발전 상한제 관리 돌입…장기 전력시장 개편도 지원

•   전자신문: 마이크론·난야, 작년 4분기 매출 일제히 성장…"올해도 맑음"

•   ZDNet Korea: 애플카 파트너는 현대차?..."신중할 필요 있어"

•   ZDNet Korea: 그린뉴딜에 13兆 투입…그린에너지 투자 본궤도

•   디지털데일리: 연간 1%도 성장 못 하는 中 반도체…‘슈퍼사이클’ 韓과 대조

•   디지털데일리: 갤럭시Z폴드3 렌더링 등장…예상되는 특징은?

•   Phone Arena: Huawei's former subsidiary will announce new flagship on January 18

•   로봇신문: 최신 비대면 로봇 기술을 한 눈에...'CES 2021' 나흘간 일정으로 개막

•   Nikkei Asia: Japan finds new COVID virus strain, distinct from UK and Africa types

•   Nikkei Asia: Osaka and Kyoto call for COVID-19 state of emergency

•   Nikkei Asia: Suga vs Koike: Bitter political rivalry hampers Japan's COVID response

•   Nikkei Asia: South Korean court orders Japan to pay former 'comfort women'

•   Nikkei Asia: Nissan to cut car production due to lack of chips

•   Nikkei Asia: Curtains can also be solar panels: Japan-made tech to change world

•   Nikkei Asia: Indonesia expects 2021 IPO boost from reforms and COVID rebound

•   Mainichi: Japan extends 30 bil. yen in loans to India to combat coronavirus

•   Economic Times: Wind energy companies still waiting for dues from state discoms

•   Economic Times: COVID Vaccination: India will be able to vaccinate entire population soon, says Harsh Vardhan

•   Economic Times: Communication maintained at ground level to avoid any 'misunderstandings and misjudgments': MEA on Sino-India border row

•   Economic Times: GDP estimates: Industries showing signs of recovery, says Niti Aayog VC

•   Economic Times: India Covid-19 vaccination drive from January 16: All you need to know

•   Economic Times: As vaccine rollout date nears, states gear up for phase 1

•   Business Standard: India ready to save humanity with two 'Made in India' Covid-19 vaccines: PM

•   Business Standard: Economists ask Modi govt to be more outward-looking in upcoming Budget

•   Business Standard: Indian economy to rebound with 8.9% growth in fiscal 2022: IHS Markit

•   Business Standard: Indian economy heading towards V-shaped recovery in 2021: Assocham

•   Business Standard: Budget 2021-22 wishlist: Here are the key challenges in real estate sector

•   Hindustan Times: Currency in circulation rises ₹3.23 lakh cr in first 9 months of FY21 | Hindustan Times

•   Folha de S.Paulo: Health Minister Announces Contract with Butantan to Purchase 100 Million Doses of Coronavac

•   Jakarta Post: Govt housing program falls short of 1 million target last year

•   Viet Nam News: FDI enterprises increase but more losses reported

•   Viet Nam News: State budget revenue in 2020 reaches 98 per cent of target

•   Viet Nam News: Việt Nam to be among top growth performers again in 2021: HSBC

[Opinions]

•   Project Syndicate(Mohamed A. El-Erian): The Big Bounce-Back?

•   Project Syndicate(Jeffrey D. Sachs): The Truth About Trump’s Mob

•   Project Syndicate(Ian Buruma): Trump’s Götterdämmerung

•   Project Syndicate(Trish Greenhalgh): The Post-Truth Pandemic

•   Project Syndicate(Melvyn Krauss): The Brexit Boon to Europe and the US

•   Project Syndicate(J. Bradford DeLong): What Next for the MAGA Insurrection?

•   FT(Editorial Board): No one comes out on top in end of Qatar stand-off

•   FT(Editorial Board): UK’s post-Brexit trade agenda starts close to home

•   FT(Editorial Board): Joe Biden must first repair democracy at home

•   FT(Editorial Board): An indomitable bull market hides its own risks

•   FT(Rana Foroohar): Why investors shrugged off the Capitol riots

•   FT(Gavyn Davies): Bitcoin has ambitions for gold’s role

•   FT(Michael Mackenzie): Investors look past the storming of US Capitol

•   FT(Merryn Somerset Webb): Bitcoin: a symptom of market mania — or the new gold?

•   FT(Patrick Jenkins): Brexit can mean London loses even if the EU doesn’t gain

•   FT(Leo Lewis): What we can read into Jack Ma’s disappearance

•   FT(Tim Harford): Is ‘first dose first’ the right vaccination strategy?

•   FT(Charlie Dent): How to rescue the Republican party from Trump’s chaos

•   FT(Kim Darroch): Johnson’s fawning to Trump will have done the UK no favours with Biden

•   FT(Simon Schama): Donald Trump’s weaponised lies blew up in his face

•   FT(Steven Major): Why US rates will continue to remain low for longer

•   FT(Lex): Vaccine scepticism: needling doubts

•   FT(Lex): Apple car/Hyundai: volting ambition

•   WSJ(Kimberley A. Strassel): Trump Erases His Legacy

•   WSJ(Andy Kessler): Once Trump Leaves, Who’s Left to Blame?

•   WSJ(Mary Anastasia O’Grady): Latin Politics Arrive in the U.S.

•   WSJ(Scott Gottlieb, Mark McClellan): A Light Regulatory Touch to Keep Covid Drugs Current

•   WSJ(Edward N. Luttwak): The Mob on the Hill Was Far From a Coup

•   WSJ(Dan Crenshaw): Republicans’ Fight Isn’t in Congress

•   WSJ(Tom Cotton): Insurrection Demands Forceful Response

•   WSJ(Jeffrey Scott Shapiro): No, Trump Isn’t Guilty of Incitement

•   WSJ(Christopher DeMuth): The Electoral College Saved the Election

•   NYT(Editorial Board): Less Than Two Weeks to Go

•   NYT(Editorial Board): Awe and Shock

•   NYT(Paul Krugman): Appeasement Got Us Where We Are

•   NYT(Nicholas Kristof): Are We Stuck With Trump in the White House?

•   NYT(Ross Douthat): How Trump Made the Fantasy Real

•   NYT(Jamelle Bouie): Running Out the Clock on Trump Is Cowardly and Dangerous

•   NYT(Bryan Garsten): Impeach and Convict Trump. Congress Must Defend Itself.

•   NYT(Charlie Warzel): Can Donald Trump Survive Without Twitter?

•   NYT(David W. Blight): How Trumpism May Endure

•   NYT(Maureen Dowd): Trump’s Capitol Offense

•   WP(Editorial Board): MBS is desperate to appease Biden. He hasn?t done enough.

•   WP(Editorial Board): Trump must be punished for what he did this week — and checked from doing worse

•   WP(Editorial Board): Why January will be the most horrid covid-19 month of all

•   WP(Editorial Board): Investigate the security failures at the U.S. Capitol

•   WP(Catherine Rampell): December jobs report: Trump is set to become the worst jobs president ever

•   WP(Jennifer Rubin): Trump can and must be prosecuted

•   WP(Hugh Hewitt): A fast-track impeachment would not be justice. It would be pointless revenge.

•   WP(Colbert I. King): Trump’s pledge of an orderly transition is as worthless as he is

•   WP(Leana S. Wen): Biden's plan to release more vaccines for first doses could create more problems than it solves

•   WP(Randall D. Eliason): Trump should be criminally investigated

•   WP(Michael Dobbs): Trump’s spell seems to have broken

•   WP(Laurence H. Tribe, Joshua Matz): Yes, Congress should impeach Trump before he leaves office

•   WP(Nathan Law): The world must do more to fight China’s crackdown in Hong Kong

•   WP(Asha Rangappa): If Trump pardons himself now, he’ll be walking into a trap

•   WP(Kathy Kiely): Biden loves the Senate. It won’t love him back.

•   WP(Norman Eisen): The riot happened because the Senate acquitted Trump

•   Bloomberg(Michael R. Bloomberg): Raimondo Is a Great Choice for Commerce

•   Bloomberg(Niall Ferguson): America Will Achieve Herd Immunity to Trumpism. I Hope.

•   Bloomberg(Justin Fox): Don't Expect Covid-19 Research to Deliver Certainty

•   Bloomberg(Mihir Sharma): World Shouldn’t Laugh at U.S. Too Soon

•   Bloomberg(Brian Chappatta): Markets Stick to the Bright Side Despite Jobs Data

•   Bloomberg(John Authers): Ponzi-Stage Stocks Are Stable. Just Don't Cough

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Was 1

•   Bloomberg(Julian Lee): U.S. Imports of Saudi Crude Won’t Stay Zero for Long

•   Bloomberg(Brooke Sutherland): Mob Violence Is Bad for Business

•   Bloomberg(Jonathan Bernstein): Three Clashing Truths About the Capitol Riot

•   Bloomberg(Cass R. Sunstein): Trump Can’t Pardon Himself

•   Bloomberg(Martin Ivens): Boris Johnson Is Embarrassed by Donald Trump

•   Bloomberg(Hal Brands): Turning Its Back on the World Won’t Help America Heal

•   Bloomberg(Andreas Kluth): mRNA Vaccines Could Vanquish Covid Today, Cancer Tomorrow

•   Bloomberg(Leonid Bershidsky): The U.S. Capitol Riot Wasn’t a Gift to Putin

•   Bloomberg(Bobby Ghosh): Qatar Exits Gulf Embargo with a Much Stronger Hand

•   Bloomberg(Zev Chafets): Bibi and Biden Must Counter the Iran Threat Together

•   Bloomberg(Adam Minter): America’s Grand Bargain on Agriculture Is in Danger

•   Bloomberg(Sam Fazeli): Would You Take Russia's Covid-19 Vaccine?

•   Bloomberg(Romesh Ratnesar): The Big Question: Can the U.S. Defuse Violent Right-Wing Extremism?

•   CNBC(Frederick Kempe): Donald Trump should resign — it would help the U.S. heal on the global stage

•   CNN(Peter Bergen): Hold Trump accountable for incitement (opinion)

•   CNN(Julian Zelizer): Impeach Donald Trump — again

•   CNN(Kent Sepkowitz): The vaccines are the best news we can hope for

•   CNN(Elie Honig): Prosecuting Trump is possible. Here's how.

•   CNN(Richard Galant): Donald Trump's ultimate outrage

•   CNN(Dean Obeidallah): Republicans, expel anyone who supports the rioters

•   CNN(Bill Carter): Business leaders like Zuckerberg, Dorsey and Murdoch should be ashamed for enabling Trump

•   CNN(Daniel Black): The Capitol attack was White supremacy, plain and simple

•   CNN(Samantha Vinograd): The US Capitol attack has left an indelible mark on our national security

•   CNN(Andre M. Perry): The 25th Amendment isn't enough for Trump

•   Fox News(Newt Gingrich): Despite Trump leaving office, crusade to preserve America’s freedom must continue

•   Fox News(Marc Siegel): Speeding up COVID vaccinations — will Biden’s reversal of Trump policy help or hurt?

•   Fox News(Tim Graham): No excuse for Day of Infamy at Capitol — democracy was under siege by people wearing Trump hats

•   Fox News(Andrew McCarthy): Trump has committed an impeachable offense

•   Nikkei Asia(William Pesek): Why Suga's 2021 has already gone off the rails

•   서경(민병권): 탄소 중립의 해법

•   한국(구윤모): 전기는 정치적 이용의 대상이 될 수 없다

•   세계(사설): 북극한파발 전력대란 위기… 수급 차질 없겠나

•   경향(한윤정): 지금은 개와 늑대의 시간