Business Intelligence Monitor 210115

(Introduction)

[Markets]

•   Global: Stocks rise to records in anticipation of U.S. stimulus plan; yields up

•   한국: 코스피 0.05% 상승 마감…매매 공방 속 관망세

•   한국: 두산그룹주 상승 많아, 두산 12%대 뛰고 두산중공업 4%대 올라

•   Metals: Copper rises towards 8-year highs as stimulus cheers markets

•   Iron ore: Iron ore price turns higher again after record China imports

•   Grains: U.S. soybeans, corn, wheat rally; below recent peaks

[Indicators]

•   US Weekly Jobless claims: U.S. Unemployment Claims Rise as Coronavirus Weighs on Economy

•   US Weekly Bloomberg consumer comfort index: U.S. Consumer Comfort Drops to Six-Month Low on Finances Concern

•   Germany Q4 GDP: German Economy Stalls, Probably Evading Double-Dip Recession

•   China Dec. Balance of trade: China Exports Boom to Record Year, While Covid-19 Ravages Global Economy

※   Reuters: China's 2020 copper imports hit record high

•   한국 12월 금융시장 동향: 가계기업 은행빚·정부부채 트리플 1천조원 시대

•   한국 12월 주택증여: 집값 뛰는데 왜 팔아? 12월 주택증여 급증

•   한국 주간 아파트 가격(부동산원): 강원도까지 부풀어오른 '풍선'…아파트값 상승률 '역대 최고'

•   Japan Nov. Machinery orders: Japan's November machinery orders rise 1.5%, but outlook unclear

•   Japan Dec. PPI: Japan wholesale prices mark 1st fall in 4 years amid pandemic

•   India Dec. WPI: India's December wholesale inflation slows to 1.22% as food prices ease

•   Indonesia Nov. Retail sales: Retail sales worsen at year-end amid raging outbreak, protests

•   Russia 2020 Car sales: Russian Car Industry 'Survived' 2020 Despite Pandemic

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Biden to Propose $1.9 Trillion Covid-19 Package

•   WSJ: Busy Senate to Juggle Trump Impeachment Trial, Biden Agenda

•   WSJ: Jobs Market Has Long Recovery Ahead, Says Fed’s Powell

•   WSJ: WSJ Survey: U.S. Economic Growth Will Exceed 4% in 2021

•   WSJ: Oil Demand Recovery Expected to Fall Short of Pre-Pandemic Levels This Year

※   OPEC: MOMR January 2021

•   WSJ: Stripe Bans Trump, but Donations Still Come Through

•   WSJ: Conservative Republican Tom Rice Explains Why He Voted to Impeach Trump

•   WSJ: Sedition Laws Give Prosecutors Powerful Tool for Pro-Trump Capitol Riot

•   WSJ: Chinese Investors Pour Billions Into Stocks on U.S. Blacklist

•   WSJ: The Covid-19 Death Toll Is Even Worse Than It Looks

•   WSJ: Israel Vaccine Data Suggests Decrease in Covid-19 Infection Rate After First Dose

•   WSJ: Chips Are in Hot Demand—and That’s a Problem

•   WSJ: TSMC to Spend Up to Record $28 Billion on Advanced Chips, Capacity

•   WSJ: CES 2021: From Toilets to Coffee Tables, the Best Smart-Home Gadgets Hide the Tech

•   WSJ: Cisco Agrees to New Deal to Buy Acacia for $115 a Share

•   WSJ: Banks Can’t Blacklist Entire Industries Under New OCC Rule

•   WSJ: SolarWinds Hack Leaves Market-Sensitive Labor Data Intact, Scalia Says

•   NYT: The Impeachment of President Trump: A Preordained Coda to a Presidency

•   NYT: F.B.I. Urges Police Chiefs Across U.S. to Be on High Alert for Threats

•   NYT: As His Predecessor Is Impeached, Biden Tries to Stay Above the Fray

•   NYT: Lisa Murkowski Signals She is Open to Convicting Trump

•   NYT: How Trump’s Worldview Is Ingrained in State and Local Republicans

•   NYT: China Bars Entry to 2 Members of W.H.O. Team Investigating Covid in Wuhan

•   NYT: PPP Loans Q&A: Who Qualifies for a Second Round?

•   NYT: Toyota to Pay a Record Fine for a Decade of Clean Air Act Violations

•   NYT: Where 2020's Record Heat Was Felt the Most

•   WP: Democrats: investigate whether Republicans aided Capitol rioters

•   WP: Trump is isolated and angry at aides for failing to defend him as he is impeached again

•   WP: Dozens of people on FBI terrorist watch list came to D.C. the day of Capitol riot

•   WP: Far-right groups make plans for protests and assaults before and after Inauguration Day

•   WP: BLM protest vs. Capitol riot: Comparing police response - Washington Post

•   WP: Trump brought leadership turmoil to security agencies in run-up to Capitol riot

•   WP: Biden swells the ranks of his White House climate team

•   WP: Hong Kong arrests 11 over activists' attempted Taiwan boat escape

•   WP: Germany looks ahead to life without Merkel. But the leadership race is leaving voters cold.

•   WP: Trump’s most enduring legacy could be the historic rise in the national debt

•   WP: These 3 graphs explain why more House Republicans did not support impeachment

•   WP: Secret Service paid $3,000 a month for a bathroom near Jared and Ivanka’s D.C. home

•   FT: Italian coalition parties back PM Conte after resignations

•   FT: ECB’s shift in stimulus stance came as policymakers differed over scale

※   ECB: Account of December monetary policy meeting

•   FT: UK workers’ rights at risk in plans to rip up EU labour market rules

•   FT: England’s Covid infection rates ease as restrictions are reinforced

•   FT: UK set to step up coronavirus vaccinations

•   FT: Northern Ireland needs pragmatism, not more political rhetoric, as it faces Brexit

•   FT: Boris Johnson accused of betraying fishing industry over Brexit disruption

•   FT: Saudi Arabia steps up domestic investment as low oil prices and coronavirus bite

•   FT: Health and tech groups aim to create digital Covid ‘vaccination passport’

•   FT: Intel looks to new chief’s technical skills to plot rebound

•   FT: US development bank strikes deal to help Ecuador pay China loans

•   FT: Housing market in England and Wales loses momentum

•   FT: Latin American economy faces painful road back from coronavirus slump

•   FT: Russia struggles to distribute its vaccine to the regions

•   FT: Erdogan’s great game: Turkish intrigue in the Balkans

•   FT: Business travel: ‘We don’t know how many people will choose to fly’

•   BBC: How worrying are the UK, South Africa, and Brazil Covid variants?

•   Bloomberg: A Year After Covid Began, China’s Economy Is Beating the World

•   Bloomberg: Xi Asks Starbucks’s Schultz for Help Mending U.S.-China Ties

•   Bloomberg: China Names New Chief Trade Negotiator Before Biden Takes Office

•   Bloomberg: China Seen Slowing Cash Injections as Leverage Builds in Bonds

•   Bloomberg: WeChat Ban Urged by U.S. Gets Skeptical Review by Appeals Court

•   Bloomberg: GM Working on Expanding Corvette Line With Crossover SUV

•   Bloomberg: Busiest U.S. Port Had Fourth-Best Year in 2020 Despite Covid-19

•   Bloomberg: U.S. Retail Sales Seen Stagnating in December Due to Virus Surge

•   Bloomberg: Philippine Central Bank Ready to Support More Fiscal Spending

•   Bloomberg: Goldman Lifts Treasury Yield Call as Washington Power Shifts

•   Bloomberg: Germany Targets Pandemic Recovery Without Massive Stimulus Push

•   Bloomberg: Europe Weighs Vaccine Certificate to Boost Travel, Economy

•   Bloomberg: South Africa May Restart Covid Unemployment Relief, Unions Say

•   Bloomberg: Biden Picks for Economic Team Bring Expertise on U.S. Wealth Gap

•   Bloomberg: U.K.’s Sunak Faces Call From Tories, Business to Boost Virus Aid

•   Bloomberg: South Korea Seeks Qatari Help to Release Tanker Seized by Iran

•   Reuters: Exclusive: Trump administration adds China's Comac, Xiaomi to Chinese military blacklist

•   Reuters: U.S. adds CNOOC to black list, saying it helps China intimidate neighbors

※   U.S. Department of Commerce: Commerce Adds China National Offshore Oil Corporation to the Entity List and Skyrizon to the Military End-User List

•   Reuters: Trump bolsters ban on U.S. investments in China

•   Reuters: German vaccine institute praises efficacy of Astra-Oxford vaccine

•   Reuters: Pandemic is boosting euro zone imbalances, ministers to mull way out

•   Reuters: Indonesia reports record daily rise in COVID-19 cases

•   Reuters: Exclusive: India to treat homegrown COVID-19 vaccine same as AstraZeneca's

•   Reuters: Wary of Biden tack on Iran, Israel revisits military options, newspaper says

•   Reuters: Turkey's Erdogan receives COVID-19 vaccine

•   Reuters: Explainer: What's behind varying efficacy data for Sinovac's COVID-19 vaccine?

•   Reuters: Explainer: Impeachment or the 14th Amendment - Can Trump be barred from future office?

•   Reuters: Analysis: Wall Street cheers on Biden stimulus plan but worries about the cost

•   Reuters: Analysis: Making virus crisis budget, India needs to spend, funds may fall short

•   CNN: China's Huawei backtracks after filing for patent to identify Uyghur faces

•   CNBC: Italy: a new political crisis emerges amidst coronavirus pandemic

•   CNBC: Moderna looks to test Covid-19 booster shots a year after initial vaccination

•   CNBC: Apple invests $10 million in venture capital firm focused on diverse founders

•   CNBC: Climate change: UN warns of major economic damage without more action

•   CNBC: Covid infection provides around as much immunity as vaccines: study

•   CNBC: The pound is a ‘screaming buy’ if it falls to $1.30, strategist says

•   CNBC: CEO of world’s largest money manager sees stocks rallying in 2021 but not as much as last year

•   CNBC: Biden Covid advisor: Releasing most vaccine doses won't cause shortage

•   CNBC: Climate change: Biden could up pressure on China's Belt and Road Initiative

•   Fox News: China's silence on coronavirus pandemic left world 'flying blind,' Azar says

•   SCMP: China reports first Covid-19 death in 8 months as thousands of Hebei residents are evacuated

•   SCMP: Coronavirus: China’s new outbreak raises questions about consumer spending over Lunar New Year holiday

•   SCMP: Debt at China’s state-owned firms in spotlight as credit tightening raises default pressure

•   SCMP: Coronavirus: global death toll could hit 5 million by March, Chinese researchers say

•   SCMP: Exclusive | China and European ‘17+1’ nations ‘revive summit plans, aiming for February’

•   SCMP: China and India dig in at Himalayan border, with an eye on Washington

•   SCMP: Coronavirus: how China can really win over sceptical hearts and minds abroad

•   SCMP: US-China trade war deal reaches first anniversary as bilateral mistrust hits ‘all-time high’

•   SCMP: China’s Xi Jinping talks of ‘common prosperity’ as the rich get richer, with little indication of how it will reduce inequality

•   Global Times: Trump’s decoupling with China hurts Europe’s supply line: business chamber

•   매경(P1): "AI가 인지노동 대체, 생산성 빅뱅온다"

•   매경: 부엌 오븐에 요리 레시피가 5억개나 입력돼 있다고?

•   매경: 수소차, 트럭 이어 소형승합차까지…"세계 어디서나 수소 충전 가능할것"

•   매경: CES 달군 `K디스플레이` 실물 서울에 뜨니…CEO들 "놀랍다"

•   매경: "AI 어디나 이식되는 시대…플랫폼 선점해야"

•   매경: `서울~부산 20분` 꿈의 열차 나온다

•   매경(P1): 자영업자의 눈물 "대출 다 안 갚으면 폐업도 못한다니…"

•   매경(P1): 삼성전자 글로벌 언팩행사…`S펜` 품은 갤럭시S21 공개

•   매경: `10만전자` 이끌 삼성의 비밀병기…90만원대 5G폰 내놨다

•   매경: 5년전 테슬라 추천했던 박현주…그가 꼽은 3개 성장산업은?

•   매경: 백신 못미더운 국민들…3명중 2명 "일단 지켜본 후 맞을것"

•   매경: "미중관계 파국은 없겠지만…기술패권 전쟁은 더 심화될것"

•   매경: [단독] 노동이사제 환영했던 한전…이젠 한발 빼

•   매경: `고리원전 연장` 대선 이후로 늦춰달라는데…

•   매경: 전기차 충전기 2만개 쑥…정유사 변신 가속

•   매경: 한화, 佛토탈과 수조원대 규모 태양광 합작…美공략 박차

•   매경: "올해 수출 호조로 경기 서서히 회복될 것"

•   매경: [빅데이터로 본 부동산] GDP 대비 아파트시총 비율 보면…現시세는 사상최고 버블

•   매경: [株머니 주요산업 증시기상도] 동학개미 추격매수 과열 조짐…3월 공매도 재개 변수

•   한경(P1): 與, 내달 '근로자 3법' 처리…노동 유연성 악화 우려

•   한경: 가사도우미에 퇴직금도 주라는 法…맞벌이·노부부 등골 휜다

•   한경: 당정, 집단소송·징벌적 손배제도 내달 처리 '속전속결'

•   한경: AI·로봇·모빌리티…코로나도 못막은 혁신의 향연

•   한경(P1): 모든 코스피 상장사 'ESG 공시' 의무화

•   한경: 美·EU, 탄소관세로 '무역장벽'…탄소 못 줄이면 수출도 막힌다

•   한경: 기업들 "친환경 설비투자 늘리자"…ESG채권시장 2년 새 10배 성장

•   한경: 한국만 있는 규제 폐지…경제 역동성 살린다

•   한경: "셀트리온 코로나 치료제, 이달 중 노인 등에 투약"

•   한경: "아파트 분양 포기해야 할 판"…청약 당첨자들 '발 동동'

•   서경(P1): 반도체 제국' 인텔의 추락, 남의 일 아니다

•   서경: 한때 '외계인이 만든 칩' 명성 높았는데···인텔 기술 인재 내쫓자 와르르

•   서경: CPU 기술유출 우려, 인텔 삼성 대신 TSMC 손 잡을 듯

•   서경(P1): 기업경쟁력 흔드는 선거병 '모럴해저드'

•   서경: "선거만 이기면 끝"...파이 키울 생각보다 있는 파이 분배에 집착

•   서경: "복지재원 부담 민간에 떠넘겨" 금융사들 부글부글

•   서경: "한국증시 레벨업 하려면 상장사 배당 늘려야"

•   서경: [단독] 원료값 뛰고 中 수요 늘자···철강값 '도미노 인상'

•   서경: [상장사 1분기 이익 전망] 소부장株 개선세 대형주 압도...엔터주도 ‘눈에 띄네’

•   서경: "올 신입 채용" 39%뿐...'고용 한파' 이어진다

•   조선(P1): “최재형, 집 지키라 했더니 주인 행세”

•   조선: [팩트 체크] 삼중수소, 월성 옆 봉길선 기준의 0.05%… 갑상선암 원인 될수 없어

•   조선: “삼중수소, 심각했다면 원전 노동자들이 먼저 들고일어났을 것”

•   조선: 감사원 “에너지정책 감사, 과기부도 대상… 靑은 아니야”

•   조선: 임종석 신호탄에… 與 일제히 “정신나간 감사원”

•   조선(P1): 여당 서울시장 경선 후보에 박영선 대신 김동연 나올듯

•   조선: ‘기관 같은’ 개미들… 순매수 상위 10개 기업 모두 시총 30위권

•   조선: 식당·숙박업 부채비율 사상 최악

•   조선: 현대차, 美서 도심항공모빌리티 기업 출범

•   조선: 올 상장 규모 사상최대, 총공모금액 8조 육박할 듯

•   조선비즈: 文정부, 공무원 9만명 늘려…과거 20년 채용 인원, 3년만에 넘겼다

•   조선비즈: 애플에 치이고, 샤오미는 쫓아오고… '불안한 1위' 삼성이 내놓은 카드는

•   조선비즈: 셀트리온 ‘국산 1호’ 코로나19 치료제 초읽기…2호 쟁탈전 나선 대웅제약·녹십자·종근당

•   인베스트조선: 이재용 부회장 상속세 납부에 삼성생명 등 금융계열사 매각 가능성도 제기

•   중앙: "주식 않고 돈 모았더니 가난해졌다" 이 시대 벼락거지의 자조

•   중앙: 포스트 코로나 준비했다, M&A 더 늘린 10대 기업

•   중앙: “넉 달 쉬고 두 달 일한다”…36시간 미만 취업자 사상 최대

•   동아(P1): 5인이상 모임 금지 연장될 듯… ‘식당 밤9시 제한’은 완화 논의

•   동아(P1): 이낙연 “이익공유 좋은 일, 확산됐으면”… 정세균 “또 다른 갈등 요인 될 수 있어”

•   동아: 기업 “고용커녕 감원중인데”… 8000억 청년채용사업 목표 34% 미달

•   동아: 與, ‘강제휴업 보상’ 법제화 추진… 野도 지원 논의하기로

•   동아: 10개 자영업단체 “영업 자정까지 연장을”

•   동아: 北 14일 ‘야간 열병식’… 신형 SLBM-ICBM 동원된 듯

•   동아: “동아시아 정세 키워드는 ‘재출발’… 美, 인태구상 韓동참 요구할것”

•   동아: “임원 승진? 아무 관심 없어”… 2030 ‘임포자’ 빠르게 늘어난다[인사이드&인사이트]

•   문화: “답정너 탈원전에 ‘왜그더도그’ 심각”

•   문화: 감사 청구한 정갑윤 “탈원전 자체 反헌법적… 위법땐 文탄핵감”

•   문화: 원전中企 줄도산 위기… 두산重은 3兆 수혈

•   한국(P1): 코로나 후유증' 3개월 뒤 탈모, 6개월 뒤 강한 피로감

•   한국(P1): 中 고립시킬 美 동맹 복원 구상 구체화… 韓 '줄타기 외교' 시험대

•   국민(P1): 文 ‘부동산 공약’ 점검해 보니…공공임대 ‘초과’-사회통합 ‘미달’

•   머니투데이(P1): 노조 있는 삼성' 삼디 첫 노사 단체협약…전자도 이르면 6월 전망

•   머니투데이: 데이터댐, 전기·수소차 등에 11.4조…상반기 70% 집행

•   머니투데이: 아이폰으로도 연말정산 된다…김대지式 혁신

•   머니투데이: "부동산 잡아야 서울시장 된다"… 해법 쏟아내는 여야

•   머니투데이: 삼성, 파기환송심 선고 앞두고 긴장...경제계 "이 부회장에게 기회를…"

•   머니투데이: CES 달군 로봇…코로나가 바꾼 '불편한 골짜기'

•   더벨: DICC 끝나지 않은 싸움…FI 향후 대응방안은

•   더벨: 법조계 "DICC 대법원 판결, 시장보다 법리 우선"

※   대법원: 매매대금 등 지급청구의 소(2018다223054) 보도자료

•   더벨: 청산 늦어지는 펀드…DICC 투자금 회수 시계제로

•   더벨: DICC 판결, FI 소수지분 투자에 어떤 영향 미칠까

•   더벨: 3기 두산그룹'을 향한 기대감

•   더벨: 두산 오너家는 왜 퓨얼셀을 포기하지 못할까

•   더벨: 리츠화' 두산그룹 분당 신사옥, 딜 클로징 초읽기

•   헤럴드경제(P1): 4인가족 ‘집콕 한끼 2만원’…살벌한 밥상물가

•   헤럴드경제(P1): SK하이닉스, 1조 그린본드 발행…글로벌 반도체업계 최초

•   헤럴드경제: 최태원 회장 ‘ESG 경영’ 속도낸다

•   헤럴드경제: 30대 바짝 쫓아온 노인 취업비율…속도 붙는 ‘경제허리 붕괴’

•   헤럴드경제: ‘취뽀’ 대신 ‘취포’…고용한파에 우는 2030

•   파이낸셜뉴스: "개미만 피본다" "외국인 짐싼다"… 답없는 찬반 줄다리기 [증시·정치 블랙홀 된 공매도]

•   아시아경제(P1): "소송 한 건에 中企 사망"…'기업 징벌 3법'의 늪

•   아시아경제(P1): 서울 소형 아파트 5.3억↑…文 정부 4년 '로켓상승'

•   아시아경제(P1): "출장 잦은데…'비즈니스 백신' 안되나요?"

•   아시아경제: 빚투 안하면 왕따?…2030 대출 블랙홀

•   아시아경제: [신년인터뷰]바이든 시대, 美中경제 향한 세가지 시선…新균형점 찾기

•   디지털타임스(P1): 실물경제 없는 주식 결국 버블위기 온다

•   디지털타임스(P1): 여의도 35배 면적 군사시설보호구역서 해제…개발 기대감 상승

•   디지털타임스: "실물경제 회복이 급선무… 대내외 변수 산적 美中갈등 대비해야"

•   이데일리(P1): [2021 메모리]①'슈퍼사이클 온다'…K반도체 퀀텀점프 부푼 꿈

•   이데일리: [2021 메모리]②'최첨단 EUV기술 전면에'…삼성·SK, 반도체 초격차 확대

•   이데일리: [2021 메모리]③"더 높이 쌓아라"…치열해지는 낸드플래시 적층 경쟁

•   이데일리: [2021 메모리]④"반도체 부족해진다"…국내 기업 기술격차 '치고 나가야'

•   이데일리(P1): 정세균 총리 “좋지 않은 제도”…공매도 논란 일파만파

•   이데일리: SK이노, LG에너지 상대 美 특허무효심판 모두 '기각'

•   이데일리: 코로나·규제압박에 내몰린 건설사…"채용은 다음 기회에"

•   이데일리: [마켓인]지난해 M&A 시장, 거래 줄었지만 금액 늘었다

•   블로터: [넘버스]'드랙스 모델' 추진한 두산그룹, 자금력이 아쉽다

•   Power Engineering: Coronavirus crushed U.S. clean energy workforce in 2020; 400K-plus jobs still lost

•   reNews: Vestas shuts down 150 turbines over blade fault

•   reNews: EU distribution grids ‘need €425bn in upgrades’

•   에너지경제: [기획] "중대재해법에 안전 비상 걸린 발전현장"(하) 업계 대안은?

•   Equipment World: Cat 315 GC excavator ups visibility, cuts maintenance costs by up to 25%

•   Construction Equipment: Komatsu Closing Bluefield, Virginia Plant

•   For Construction Pros: Campaign Urges Infrastructure Package by Fourth of July to Boost U.S. Economic Growth

•   OilPrice.com: Saudi Arabia Starts New Bull Run In Middle East Oil

•   OilPrice.com: The Pandemic Could Lead To A Major Oil Supply Crunch

•   OilPrice.com: Iran Expands Its Sphere Of Influence With Iraqi Energy Deals

•   전자신문(P1): [알림]CES 리뷰와 美 바이든 정부 전망을 '한번에'…21일 생중계

•   전자신문: 中, 애플 공급망 속속 진입…OLED·카메라 등 韓 추격 본격화

•   전자신문: [이슈분석] BOE, 애플 OLED 공급 의미와 전망…매서운 추격, 다음은 삼성

•   전자신문: [이슈분석]중국 카메라 부품사도 애플로 진격 '고삐'

•   전자신문: [이슈분석]BOE는 어떤 회사?

•   전자신문: 광주시, 수소연료전지 기반 200㎏급 화물운송 카고드론 개발 추진

•   디지털데일리: 올해 국내 스마트폰 시장 상승세...5G폰 비중 87%

•   Robotics & Automation News: What Barriers Still Impede Electric Vehicles?

•   Robotics Tomorrow: Warehouses Turn to Automation to Meet Permanent Peak Demand

•   Nikkei Asia: Japan electric system's risks rise as winter hinders solar power

•   Nikkei Asia: Japan's ruling party pushes for entry ban through Lunar New Year

•   Mainichi: Bank of Japan maintains economic views on 5 regions as pandemic persists

•   Kyodo News: Japan minister, expert suggest coronavirus emergency extension

•   Economic Times: Govt must be clever while carrying out structural reforms: Raghuram Rajan

•   Business Standard: India face lasting Corona damage; growth to be 6.5% in medium term: Fitch

•   Business Standard: Economy to suffer lasting damage due to Covid, post strong rebound: Fitch

•   Folha de S.Paulo: Vaccination against Covid Will Begin when all Capital Cities Have Supply, Says Brazil's Ministry of Health

•   Jakarta Post: No silver bullet': Business leaders manage vaccine expectations as rollout begins

[Opinions]

•   Project Syndicate(Sanjeev Krishna, Yolanda Augustin): Britain’s Vaccine Gamble

•   Project Syndicate(Mohamed ElBaradei): The Eternal Promise of the Arab Spring

•   Project Syndicate(Minxin Pei): China’s Fateful Year

•   Project Syndicate(Zhang Jun, Shi Shuo): Why Biden Should Abandon Trump’s Failed Trade War with China

•   Project Syndicate(Mauricio Cárdenas, Eduardo Levy Yeyati, Andrés Velasco): Latin America’s Pandemic of Woe

•   FT(Editorial Board): By impeaching Trump, Congress upholds the law

•   FT(Editorial Board): A risky homecoming for Alexei Navalny

•   FT(Philip Stephens): Joe Biden needs an America-first foreign policy

•   FT(Gillian Tett): The US inflation pressure cooker may be steaming

•   FT(Edward Luce): A ‘first family’ that warped America

•   FT(Martin Sandbu): The China challenge

•   FT(Tony Barber): Political intrigue snarls Italy as fateful choices loom

•   FT(Simon Kuper): Joe Biden needs a new playbook for a new age

•   FT(Havard Halland, Tony Zhang ): Oil and gas contracts should drive climate gains

•   FT(Lex): TSMC/Apple: in the chips

•   WSJ(Daniel Henninger): Is Nancy Pelosi a Mad Genius?

•   WSJ(Karl Rove): Trump Has One Thing Left to Do

•   WSJ(Joseph C. Sternberg): What Legislative Powers Are Left for Impeachment to Defend?

•   WSJ(Ron Holland): Google’s Fake Union Insults the Labor Movement

•   NYT(Editorial Board): The First Step Toward Unity Is Honesty

•   NYT(Nicholas Kristof): Impeachment Is a Call for ‘Moral Clarity’

•   NYT(Charles M. Blow): What Unity?

•   NYT(Gail Collins): Trump Swings and Misses

•   NYT(Linda Greenhouse): The Supreme Court After Trump

•   NYT(Hartosh Singh Bal): Why Are India’s Farmers Angry?

•   NYT(Suzanne Nossel): Don’t Let Trump’s Second Trial Change the First Amendment

•   WP(Editorial Board): Covid-19 relief: $2,000 checks are not as progressive as targeted aid

•   WP(Max Boot): Republicans just blew their chance to move on from Trump

•   WP(Henry Olsen): Republicans need to show voters how badly Trump led them astray

•   WP(Dana Milbank): Finally, these Republicans can stomach Trump no more

•   WP(Jennifer Rubin): Trump is impeached yet again. But most GOP members shrug at sedition.

•   WP(Jennifer Rubin): Trump’s future looks rotten

•   WP(Karen Tumulty): Trump’s stench will cling to Republicans long after he’s gone

•   WP(Helaine Olen): Donald Trump has finally learned the stock market is not his friend

•   WP(Edward B. Foley): Can Trump be prosecuted for the Capitol riot? It’ll be hard but not impossible.

•   WP(Matt Bai): Trump’s impeachments don’t reflect his covid failures

•   WP(Laurence H. Tribe): A Senate impeachment trial after Trump’s term ends is constitutional

•   Bloomberg(Bloomberg Opinion): Is Johnson & Johnson’s Covid-19 Vaccine a Game Changer?

•   Bloomberg(Michael R. Bloomberg): Trump Impeachment: Senate Trial Should Start as Soon as Possible

•   Bloomberg(Daniel Moss): Factories Have Fled to Vietnam, But May Not Escape Tariffs

•   Bloomberg(Tyler Cowen): Insurrections Can Be Contagious, Too

•   Bloomberg(Brian Chappatta): Bond Market’s Scariest Gauge Is Worse Than Ever

•   Bloomberg(John Authers): China Hitting the Accelerator Will Fire Markets

•   Bloomberg(Jim Bianco): The Alphabet Soup of Recoveries Adds ‘R’ and ‘I’

•   Bloomberg(Michael R. Strain): Too Much Biden Stimulus Would Backfire

•   Bloomberg(Jonathan Bernstein): This Time, Trump Impeached Himself

•   Bloomberg(Jonathan Bernstein): Biden’s Already Thinking About 2022. Good!

•   Bloomberg(Ferdinando Giugliano): Italy Needs a Good Political Shakeup

•   Bloomberg(Tim Culpan): As Chip Rivals Struggle, TSMC Moves In for the Kill

•   Bloomberg(Tae Kim): A Breakup Plan to Save Intel and Preserve National Security

•   CNN(Gad Levanon): Prepare for a jobs boom in 2021

•   CNN(Charlie Dent): Under Trump, the GOP may have lost its soul

•   CNN(Steven A. Holmes,): The House could have made a much stronger case for impeaching Trump

•   MarketWatch(John Feffer): No time to be timid: Biden could easily lose re-election if he fails to deliver real solutions

•   Fox News(Tucker Carlson): Why Democrats wanted to impeach Trump again, and why the GOP went along

•   Fox News(Tucker Carlson): Big business, Big Tech and the Democrats are fully aligned and ready to crush dissent

•   Fox News(John Cribb): How can Biden unite America? Renew Abraham Lincoln’s call to ‘bind up the nation’s wounds’

•   Fox News(James Carafano): North Korea could spell trouble for Biden — here’s what he needs to do

•   Fox News(Jason Chaffetz): Democrats have leveraged pandemic, economic pain and civil unrest for political gain

•   Fox Business(Phil Flynn): US energy independence is on the way out

•   Reuters(Clyde Russell): COLUMN-China's commodity imports saved 2020, this year may be different

•   Reuters(Karen Braun): Rising new-crop corn, soy prices intensify U.S. acreage duel

•   조선(사설): 文 최악 결정 ‘탈원전’의 추진 과정 감사를 주목한다

•   중앙(사설): 신속한 원전 수사·감사로 낯 뜨거운 정쟁 끝내야

•   동아(제롬 김): “코로나 백신은 접종 주기-분배 문제 등 불확실한 것 아직 많아”

•   문화(사설): 에너지계획 무시한 ‘탈원전 과정’ 감사, 與 외압 없어야

•   한국(사설): 월성 원전 유출, 정치권 빠지고 전문가에 맡겨라