Business Intelligence Monitor 210118

(Introduction)

[Markets]

•   Global: Data, lockdowns weigh on stocks and oil; dollar rises

•   Hong Kong: Shares in China’s Xiaomi tumble after US investment ban

•   한국: 코스피, 기관·외인 매도 공세에 2% 하락…개인 2.1조 순매수

•   한국: 두산그룹주 맥 못 춰, 두산인프라코어 4%대 하락 두산 4%대 상승

•   한국: 두산인프라코어 주가·워런트 ‘흔들’

•   Metals: Copper retreats, zinc near 2-month low on coronavirus surge

•   Iron ore: Iron ore price hits fresh 9-and-half year high

[Indicators]

•   US Dec. Retail sales: U.S. Retail Sales Fell 0.7% in December as Covid-19 Cases Rose

•   US Dec. Industrial production: Industrial Production in U.S. Rose a Solid 1.6% in December

•   US Dec. PPI: U.S. Producer Prices Rise Less Than Estimated as Virus Rages

•   US Jan. Consumer sentiment: U.S. consumer sentiment slips but shows massive partisan divide

•   US Jan. Empire State manufacturing index: New York Manufacturing Expands at a Slightly Slower Pace

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for 8th week in a row -Baker Hughes

•   US Q4 GDP Nowcast: Nowcasting Report - FEDERAL RESERVE BANK of NEW YORK

•   US Q4 GDP Nowcast: Latest estimate: 7.4 percent — January 15, 2021

•   UK Nov. GDO, etc.: UK at risk of double-dip recession as economy shrinks in November

•   China Dec. House prices: China's new home prices grow moderately as tightening measures cool market

•   한국 2021년 제조업BSI(산업연구원): 살아나는 기업심리…올해 제조업 경기 '맑음'

•   한국 기준금리: 한은 기준금리 동결…"통화정책 완화기조 유지"

※   한국은행: 통화정책방향(2021.1.15)

※   한경: 한은 총재의 경고…"거품 판단 어렵지만 증시 상승 너무 빨라"

•   India Dec. Balance of trade: India's total exports rise marginally to $27.15 billion in December

•   India Dec. Bank credit: Bank credit grows 3.2 pc in first nine months of FY21

•   Brazil Nov. Retail sales: Brazil retail sales -0.1% in November, first decline in seven months

•   Indonesia Dec. Balance of trade: Indonesia books record high trade surplus in 2020

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Covid-19 Strain Found in U.K. Likely to Become Dominant in U.S. in March, CDC Says

•   WSJ: America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting.

•   WSJ: Joe Biden Vows to Unify America. That Job Has Become Dramatically Harder.

•   WSJ: Biden’s Stimulus Is a Two-Pronged Attack on Income Inequality

•   WSJ: Biden Covid-19 Relief Plan Aims to Ease Poverty, Advance Democratic Priorities

•   WSJ: Start Date of Trump Impeachment Trial Still Uncertain

•   WSJ: Trump Spends Final Days Focused on GOP Defectors, Senate Defense

•   WSJ: Covid-19 Vaccine Leaders Waited Months to Approve Distribution Plans

•   WSJ: Yellen to Make Clear U.S. Doesn’t Seek Weak Dollar

•   WSJ: Covid-19 Vaccines Are Getting Stuck at the Last Step

•   WSJ: Post-Covid Recovery Divides Rich Nations From Poor

•   WSJ: Will Covid-19 Shake Up Capitalism?

•   WSJ: Oil-and-Gas Industry Faces a Slow Recovery From Pandemic Lows

•   WSJ: A Year On, China Falls Short on Trade-Deal Targets

•   WSJ: How the Capitol Riot Thrust Big American Companies Deeper Into Politics

•   WSJ: FAA Approves First Fully Automated Commercial Drone Flights

•   WSJ: Senate GOP Set to Argue Out-of-Office Trump Can’t be Convicted in Impeachment

•   WSJ: China’s Economic Recovery Belies a Lingering Productivity Challenge

•   WSJ: Chinese Property Developers Have Huge Debts to Refinance

•   WSJ: Latest Covid-19 Lockdown Slams U.K. Business Owners

•   WSJ: Covid-19’s Blow to Business Travel Is Expected to Last for Years

•   WSJ: Companies Race to Develop Drugs That Stay Ahead of Coronavirus Mutations

•   WSJ: Covid-19 Vaccine: What You Need to Know When You Get the Shot

•   WSJ: After Stock Surge, Investors Ask Companies What’s Ahead

•   WSJ: Fannie, Freddie Taxpayer Stake Won’t Be Restructured Under Trump

•   WSJ: Fiat Chrysler, PSA Group Merge to Create New Auto-Making Behemoth

•   WSJ: Groceries Prove a Pandemic Bright Spot for BP and Shell

•   WSJ: The Five Biggest Issues for Technology Companies in 2021

•   WSJ: Economy Week Ahead: China GDP, Housing, Central Banks

•   WSJ: 5G Rivals Face an $81 Billion Tab After Spectrum Buying Spree

•   NYT: Biden Pledges Federal Vaccine Campaign to Beat a Surging Coronavirus

•   NYT: A Second Economic Crisis for Biden, but a Different First Response

•   NYT: How China's Economy Bounced Back From Covid-19

•   NYT: New Warnings of Violence as Security Tightens for Inauguration

•   NYT: Survey Finds Majority of Voters Support Initiatives to Fight Climate Change

•   NYT: Post Trump, Republicans Are Headed for a Bitter Internal Showdown

•   NYT: Biden Seeks Quick Start With Executive Actions and Aggressive Legislation

•   NYT: Before the Capitol Riot, Calls for Cash and Talk of Revolution

•   NYT: Capitol Attack Could Fuel Extremist Recruitment For Years, Experts Warn

•   NYT: Prospect of Pardons in Final Days Fuels Market to Buy Access to Trump

•   NYT: ‘I Answered the Call of My President’: Rioters Say Trump Urged Them On

•   NYT: How Republicans Are Warping Reality Around the Capitol Attack

•   NYT: One Year, 400,000 Coronavirus Deaths: How the U.S. Guaranteed Its Own Failure

•   NYT: Top Biden Official Warns US Covid Deaths Will Pass 500,000 in Weeks

•   NYT: With Vaccines and Stimulus on the Way, Banks Brighten Their Outlook

•   NYT: Behind a Secret Deal Between Google and Facebook

•   NYT: How Biden’s Proposed Paid Leave Would Work

•   NYT: Inside Twitter's Decision to Cut Off Donald J. Trump

•   NYT: Frustrations Boil at Pace of Vaccinations at Long-Term Care Facilities

•   NYT: How to Invest in a Pandemic, Political Crisis and Possible Bubble

•   NYT: Tesla Might Finally Have Some Competition. From Ford.

•   WP: How the rioters who stormed the Capitol came dangerously close to Pence

•   WP: Capitol Police intelligence report warned three days before attack that ‘Congress itself’ could be targeted

•   WP: Vaccine reserve was exhausted when Trump administration vowed to release it, dashing hopes of expanded access

•   WP: Experts warn of vaccine stumbles ‘out of the gate’ because Trump officials refused to consult with Biden team

•   WP: ‘Trump said to do so’: Accounts of rioters who say the president spurred them to rush the Capitol could be pivotal testimony

•   WP: Republicans call for unity but won’t acknowledge Biden won fairly

•   WP: Rallies ahead of Capitol riot were planned by established Washington insiders

•   WP: Biden fills out State Department team with Obama veterans

•   WP: Biden and Pence are working together to bolster the transition. That holds risks for both.

•   WP: Britons lament ‘U.K. variant’ label, as coronavirus strain spreads around the world

•   WP: Undeterred, Biden will push unity in a capital locked down after an insurrection

•   WP: Where Senators stand on impeachment - Washington Post

•   WP: Iran nuclear deal: Europe hopes for Biden outreach, but also sees time pressures

•   WP: Massive blackouts have hit Iran. The government is blaming bitcoin mining.

•   WP: Pompeo’s last-minute actions on foreign policy will complicate Biden’s plans for a new direction

•   WP: A lab in Italy reported a cluster of the U.K. coronavirus variant. But that wasn’t enough to stop the spread.

•   WP: What you need to know about Joe Biden’s inauguration

•   FT: EU countries decry ‘very short notice’ of delay in delivery of Pfizer vaccine

•   FT: Shift in Europe policy likely as Germany’s CDU elects new leader

•   FT: Trump impeachment threatens to cast shadow over Biden

•   FT: Wuhan is at the heart of a battle over the roots of coronavirus

•   FT: Eurogroup chief urges rapid implementation of EU recovery fund

•   FT: Donald Trump, Twitter and the messy fight over free speech

•   FT: US banks release billions from reserves in anticipation of lower Covid losses

•   FT: Pandemic captures the tech industry at CES 2021

•   FT: How Joe Biden’s stimulus plan shook up global financial markets

•   FT: Putin critic Navalny detained on his return to Russia

•   FT: Chip shortage forces Audi to delay production

•   FT: ECB threatens banks with capital ‘add-ons’ over leveraged loan risks

•   FT: Lockdowns fuel fears of double-dip recession in eurozone

•   FT: Coronavirus second wave surges across Africa

•   FT: Arm China chief makes $179m gain on stake in chip company’s customer

•   FT: Brazil approves AstraZeneca and Chinese coronavirus vaccines

•   FT: England’s lockdown will not ease until March, says Raab

•   FT: UK to close all travel corridors from Monday to halt virus variants

•   FT: California surpasses New York as centre of US Covid crisis

•   FT: Covid infection trends in England put scientists at odds

•   FT: Armin Laschet wins CDU leadership election

•   FT: Merkel’s heir apparent: Armin Laschet’s rise to summit of German politics

•   FT: Shift in Europe policy likely as Germany’s CDU elects new leader

•   FT: EU sets out plans to curb reliance on dollar in post-Trump era

•   FT: US imposes sanctions on Chinese officials over Hong Kong crackdown

•   FT: Irish freight industry warns of Brexit threat to supply chains

•   FT: Italian prime minister faces crunch vote on his future

•   FT: Village feel and green appeal lure homebuyers to Dulwich

•   FT: Rollout of China’s Sinovac vaccine in Hong Kong under threat

•   FT: Capitol siege lands Trump in the rough with golf world

•   FT: US says digital taxes in Spain, Austria and UK are discriminatory

•   FT: Five things to watch for as China reports fourth-quarter GDP

•   FT: Accelerating US vaccinations ‘easier said than done’, experts say

•   FT: EU rules promise to reshape opaque world of sustainable investment

•   FT: India’s banks face their biggest test

•   FT: Global investors in limbo after Ant IPO torpedoed by Beijing

•   Bloomberg: Covid-19 Vaccine Side Effects: Norway Warns of Risks for Sick Patients Over 80

•   Bloomberg: Biden’s Promises for Day One Could Take Months to Fulfill

•   Bloomberg: U.S. Economy Is Spiraling and Needs Urgent Action, Biden Aide Warns

•   Bloomberg: Adviser to Five U.S. Presidents Expects China Tariffs to Remain

•   Bloomberg: Trump Must Be Cut Off From Intelligence Briefings, Democrat Says

•   Bloomberg: Goldman Lifts U.S. Forecast on Biden’s $1.9 Trillion Rescue Plan

•   Bloomberg: Emerging Markets Tested by Rising Dollar Ahead of Biden’s Return

•   Bloomberg: Japan Virus Surge Makes Suga Look More Like Short-Term Premier

•   Bloomberg: Why Batteries Are the Key to Biden’s Green Dreams

•   Bloomberg: Vertical Farming’s Success Depends on the Cheapest Lightbulb

•   Bloomberg: Trump’s Shambolic Empire Faces Long Odds for One More Comeback

•   Bloomberg: The Rich Are Minting Money in the Pandemic Like Never Before

•   Bloomberg: Biden Plans 10 Days of Action on Four ‘Overlapping’ Crises

•   Bloomberg: A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers

•   Bloomberg: U.S. Steps Up Claims Covid-19 May Have Escaped From Chinese Lab

•   Bloomberg: ECB Won’t Need Extra Stimulus to Fight Pandemic, Economists Say

•   Bloomberg: BOJ Policy Review Seen as Fine-Tuning, Not Game-Changing

•   Bloomberg: Wealth Gap Widens for Britain’s Young With Surge in House Prices

•   Bloomberg: The Fed Wakes Up to Race

•   Bloomberg: U.S. Deems Vietnam Currency Acts a Burden; No Duties Planned

•   Bloomberg: France Calls on Biden to Ease ‘Poisonous’ Trade Tensions With EU

•   Bloomberg: Stuck in Kent: How Brexit Red Tape Choked Cross-Border Trade

•   Bloomberg: Eskom Extends South Africa Power Cuts Due to Lack of Capacity

•   Bloomberg: Abu Dhabi Starts $1.6 Billion Supply-Chain Financing for SMEs

•   Bloomberg: Oil-Rich Abu Dhabi Targets Hydrogen as Future Export Fuel

•   Bloomberg: Miner Gets Closer to Producing ‘Green’ Lithium for EV Batteries

•   Bloomberg: Biden’s Stimulus Hopes May Depend on ‘Reconciliation’: QuickTake

•   Bloomberg: Metals Behind EV Revolution to Resume Volatile Rally - Again

•   Reuters: Global COVID-19 death toll tops 2 million

•   Reuters: EXCLUSIVE-Trump slams China's Huawei, halting shipments from Intel, others -sources

•   Reuters: Thousands protest in Amsterdam against Dutch coronavirus lockdown

•   Reuters: U.S. imposes fresh sanctions on Iran in final days of Trump presidency

•   Reuters: Biden to deploy FEMA, National Guard to set up Covid vaccine clinics across the U.S.

•   Reuters: Biden heads into inauguration with a stock market tailwind

•   Reuters: Brazil's Bolsonaro to allow China's Huawei in 5G auctions: newspaper

•   Reuters: Fauci says 100 million vaccinations in 100 days 'absolutely a doable thing'

•   Reuters: Explainer: Can Trump pardon himself? Would the courts reject the move?

•   CNN: Corporate earnings don't look great. But the drought may be over soon

•   CNN: Oil giant splits from powerful lobbying group over climate change

•   CNN: The pandemic is making the wealth divide in housing worse

•   CNBC: Malaysia takes WTO legal action against EU over palm biofuel curbs

•   CNBC: Oil optimism could be derailed by coronavirus risks, Dan Yergin says

•   MarketWatch: The COVID-19 earnings recession is expected to remain, but an end may be in sight

•   Fox Business: Fauci: New COVID-19 vaccines could be ‘weeks away’ from possible approval

•   SCMP: Can the US-China relationship ever recover from four years of Donald Trump?

•   SCMP: China’s ban on Australian coal drives diversification, but can it fill the gap?

•   SCMP: Coronavirus: China reports 96 new infections, links superspreader to 102 asymptomatic cases

•   SCMP: China GDP: economy set to confirm recovery from coronavirus, but new cases cloud outlook

•   SCMP: Ant Group kicks off the overhaul of its fintech operations under the watchful eyes of China’s central bank and financial regulators

•   SCMP: China urged to tap RCEP trade deal for future digital payments system as US sanctions loom

•   SCMP: China’s economy set to receive ‘necessary support’ for coronavirus recovery this year, central bank says

•   SCMP: Will Joe Biden’s US$1.9 trillion ‘American Rescue Plan’ be a boon for China, or could excessive liquidity lead to financial trouble?

•   매경(P1): `빚투` 목까지 차올랐다…증권사 신용대출 잇따라 중단

•   매경: [단독] 동학개미, 증권사서 열흘새 1.7조 돈 빌려…깡통계좌 우려

•   매경: "영끌족 어쩌나"…기준금리 동결에도 대출이자 올랐다

•   매경(P1): `셋째 출산장려금 4천만원!`…전국 최고액 내건 지자체 어디?

•   매경(P1): 서울 공공재개발 첫발…후보지 8곳 선정

•   매경: 사업성 낮아 10년 방치됐는데…용적률 `찔끔`상향으론 한계

•   매경: "내집 파는데 허가 받으라니"…삼성·청담·대치·잠실 다음은?

•   매경: 홍남기 "양도세 완화 없다" 5일만에 선그어

•   매경: AI·모빌리티·로봇·5G…물밀듯이 쏟아진 생활속 혁신

•   매경: 올 TV 3대 트렌드는 미니 LED·스마트 기능·친환경

•   매경: 철강기업 포스코가 CES 등장한 까닭은

•   매경: 與 "최재형 월권행위"…탈원전 감사 맹폭

•   매경: 위안부 판결에 발끈한 日 "韓 자산동결·금융제재 검토"

•   매경: 난수표 같은 세금…세무사 98% "잦은 세법개정으로 일 못하겠다"

•   매경: "세법 개정땐 일관성이 중요…최소한 국민이 예측 가능해야"

•   매경: 박용만 회장 "이재용 선처해달라" 법원에 탄원서

•   매경: 갤럭시S21 출격…통신사 지원금 최고 50만원

•   매경: 월성원전 자료삭제 첫 재판 한 달 미뤄

•   매경(P1): [단독] "모바일 반도체 주문 너무 몰려요" 삼성전자 공급 비상

•   매경: 파운드리 대란에…대만 40조 폭풍투자, 한국은 허송세월

•   매경(P1): [단독] "경기 죽을 맛인데 세금폭탄"…세금 불복청구 역대 최다

•   매경: "한미 균열 막으려면…美에 민주주의·시장경제 수호 의지 보여야"

•   매경(P1): 현실에 우는 20대…청년 창업 4%뿐

•   매경(P1): 은행서 돈 빼 증시로…이달만 14조

•   매경: 다급한 동학개미 "적금 깨고 연금까지 끌어와 투자 나선다"

•   매경: [단독] 이자에 등골휘는 가계…빚 갚느라 연 1600만원 쓴다

•   매경: "너무 올랐다"…`하락 베팅` 인버스펀드에 2.2조 몰려

•   매경: 전문가 "코스피, 이젠 외국인을 봐라"

•   매경: "한미 균열 막으려면…美에 민주주의·시장경제 수호 의지 보여야"

•   매경: 전세대출 지방서도 1년새 2조원 늘었다

•   매경: `자율주행차의 눈` 라이다를 확보하라

•   매경: 현대차·기아, 친환경차 급가속…50만대 팔아 전년보다 36%↑

•   매경: 넷플릭스, 美·유럽서 망 이용료 내면서 韓서는 버틴다

•   매경: 같이 놓고 찍으면 안다…달라진 `갤럭시S21` AI카메라

•   매경: [단독] 서울시의 `실적 뻥튀기`…준공됐는데 `공급예정`

•   매경: [신년 분양 아파트] 11만3400가구…규제에 억눌렸던 분양물량, 황소처럼 출격

•   한경(P1): 善 vs 惡' 정책 프레임…공유·개혁 걸고 편가르기

•   한경: 착한 임대인·안전망 3법…내놓는 법안·정책마다 '국민 갈라치기'

•   한경(P1): "AI 트랜스포메이션, 이미 시작됐다"

•   한경: H·E·L·P 미래기술 3종세트 '로봇·AI·드론' 이미 일상이 됐다

•   한경: 박영선 "작은 종달새라도 될 것"…與 "김동연 출마, 소설 같은 얘기"

•   한경: "증시 과열?…주요국과 비교하면 여전히 저평가"

•   한경: 나랏빚 급증하는데…與 재보선 앞두고 '자영업 보상법'

•   한경: TSMC, 30조 투자로 '독주 체제'…삼성은 사법 리스크에 '발목'

•   한경: "TSMC 아닌 대만 전체와 싸운다"…삼성의 '힘겨운 경쟁' [황정수의 반도체 이슈 짚어보기]

•   한경: 현대차·SK·LG, 잇단 초대형 M&A…삼성 5년째 '잠잠'

•   한경: "대출 죄기 前 받자"…마이너스통장 인출 급증

•   한경: 현대차, 수소연료전지 中생산 시동

•   한경: "국내 업체 러브콜 쏟아질 것"…'K수소차' 주목받는 이유

•   한경: 달궈진 주식·채권시장 '뭉칫돈' 몰린다

•   한경: 수소경제' 싹수가 보인다…전문가들이 콕 집은 투자 방법

•   한경(P1): 뜨거운 감자' 공매도…개미가 살아남는 법

•   한경: "공매도 몰리는 종목, 그만한 이유 있을 것"

•   한경: 3월 '공매도 유령' 돌아온다…개미들이 피해야 할 종목

•   한경(P1): 금계란·금사과…손 떨리는 밥상물가

•   한경: 곡물 수입 의존하는 韓, 식품물가 오르나

•   한경: 사과 50% 뛰고, 계란 한판 6천원…주부들 "한숨밖에 안 나와"

•   한경: "BMW·애플처럼 이익 공유하자"는 與…기업 "이익 산정 힘들고 배임 처벌 우려"

•   한경: 포스코 "석탄 대신 수소로 철 만들겠다"

•   한경: 130년 역사' 전기장비 기업 ABB…전기차 충전·로봇 부문 고속성장

•   한경: 코스피 3000시대…"BBIG 대신 VVIG가 뜬다"

•   한경: 어닝시즌 개막…영업이익 추정치 오른 '이 기업들' 주목하라

•   한경: 분양권 취득한 1주택자…3년 안에 집 팔아야 양도세 안문다

•   한경: 재건축 속도내자 압구정 실거래가 30억 돌파

•   한경: 인도 SUV시장 '호령'…2대 중 1대는 현대차·기아

•   한경: 국내 최대 실내 '스마트농장' 일군 팜에이트

•   서경(P1): [토요워치]전기차 올라탄 애플···판 커진 '왕좌의 게임'

•   서경: [토요워치]"커피 한잔 마실 동안 충전 완료"...전고체 배터리가 게임체인저

•   서경: [토요워치] '전기차의 빅픽처'...20년 내 글로벌 車시장 절반 삼킨다

•   서경(P1): 이낙연 '이익공유제 마이웨이'··· "ESG 공시 의무화 당겨야"

•   서경: 기업 자율 참여라더니···與, 美 사례 들며 플랫폼 기업 수수료 인하 압박

•   서경: 재계 "지배구조 개편 정답 없는데···정부 획일적 잣대만 들이대" 발끈

•   서경: 코로나 3차 확산 여파...작년 12월 백화점 매출 14% '뚝'

※   기재부: [보도참고] 2021년 1월 최근 경제동향

•   서경: 초미세공정 주도권 뺏긴 인텔, 왜 칩 생산 포기 못할까

•   서경: 개인 열흘간 14조 베팅···하루 100P 등락 다반사 '변동성과 싸움'

•   서경(P1): 바이든 시대···'자유·민주 가치동맹' 적극 참여해야

•   서경: 친중·친북 정책 한계 봉착...외교 중심축 미국으로 옮겨야

•   서경: 美 전문가들 "한일 관계 회복 실패하면 바이든이 직접 나설수도"

•   서경: 바이든도 '자국 우선주의'...美 공급망 재편에 보조 맞출 필요

•   서경(P1): "이익공유제, 기업성장 약화·주주권 침해"

•   서경: 전경련 "코로나 이익 산정 어려워...넷플릭스 등 외국 기업과 역차별"

•   서경(P1): 文 정부 임기 내 '가덕 신공항' 착공 속도전

•   서경(P1): 英, 6월 G7 정상회의에 한국 초청

•   서경: 한수원 "삼중수소 외부 유출 없다" 발표에도 여당 공세 지속

•   서경: 과학자들 "삼중수소 정상적으로 희석해 배출기준 충족" VS "한수원 발표만 의존"

•   서경: 한은 “원유 등 국제 원자재가격 당분간 오름세”

※   한국은행: 해외경제 포커스(제2021-2호)

•   서경: 유정배 "흑연, 반도체·배터리 등에 활용 가능···석탄산업 새 길 발굴할 것"

•   서경: 유정배 "석탄, 경제 성장 주연이었지만···친환경에 밀려 천덕꾸러기 취급 아쉬워"

•   서경: 배당자제 이어 이익공유제 압박...짙어지는 정치금융

•   서경: 정의선, 로봇기업 인수 등 과감한 빅딜...'혁신 모빌리티' 전환 가속

•   서경: "갤럭시S21 3일간 빌려 써보세요"···삼성전자, 3월14일까지 '갤럭시 투고' 서비스

•   조선(P1): [단독] 北해커, 재택근무 당신을 노린다

•   조선(P1): 美는 “북핵이 최대 위협” 北은 새 SLBM 공개

•   조선: SLBM 빼곤 모두 南 타격용… 뾰족해진 KN-23엔 전술핵 탑재

•   조선: 개미들 “공매도 재개땐 각오해라”… 정부도 내심 눈치

•   조선: 중도층 끌어안기 나선 민주당 “경제단체·기업의견도 듣겠다”

•   조선: 한국 고용률 OECD 28위

•   조선: 이재명 ‘재난기본소득’ 설 前 지급 회견 돌연 취소

•   조선: 월성의 분노 ”정치권 원전괴담 떠들면 끝이지만, 주민은 피눈물”

•   조선: 與가 꺼낸 코로나 이익공유제, MB때 초과이익공유제와 판박이?

•   조선비즈: 철밥통' 공무원 일자리…'17.4만명 공약' 다 뽑으면 나랏돈 328조원 예상

•   조선비즈: 韓배터리 점유율 1년만에 2배... 올 수출 70억달러로 역대 최고 전망

•   중앙(P1): 정부가 졌다, 강남과 전쟁

•   중앙: “강남만한 곳 없다” 희소성에 ‘계층 상속’ 욕구 가세

•   중앙: [단독]靑출신이 원전 면책 신청했고, 최재형은 다 거절했다

•   중앙(P1): [영상]재택근무 고노 인터뷰 "백신 접종해야 올림픽도 가능"

•   중앙: [단독]靑출신이 원전 면책 신청했고, 최재형은 다 거절했다

•   중앙: 연초부터 집값 들썩, 강남엔 5개월새 10억 뛴 곳도

•   동아(P1): [단독]“선박나포, 美-이란 핵협상과 한묶음”

•   동아: [단독]동결자금 풀려야 선박억류 해결 실마리… 정부, 美와 협의 방침

•   동아: 美외교협회 “올해 최대 위협은 북핵”

•   동아(P1): 서울시장 ‘부동산 선거’ 불붙다

•   동아: 출사표마다 ‘부동산’… 與 “공공주택 확대” 野 “민간 주도 재건축”

•   동아(P1): 카페서 커피 한잔 18일부터 허용된다

•   동아: 헬스장-학원 8m²당 1명 허용… 노래방은 한칸에 4명까지만

•   동아: 카페-학원-헬스장 반색… 주점-노래방은 “집단행동 나서야 하나”

•   동아: 올라도 사고 내려도 사고, 15조 순매수… ‘삼기도문’ 외우는 개미들

•   동아: 플랫폼기업들 “기업 현실 외면한 이익공유제 반대”

•   동아: 집도 3D프린터로 ‘출력’하는 시대… 건설 로봇이 던진 일자리 숙제[인사이드&인사이트]

•   동아: SK하이닉스 내달 ‘M16’ 준공… 초미세공정 가속도

•   동아: 공공재개발은 ‘훈훈’… 공공재건축은 ‘싸늘’… 시장반응 대조

•   동아: 노태문 사장 “S펜은 과감한 도전… 더 혁신할 것”

•   문화(P1): [단독]“韓민주주의 퇴보… 與, 野무시-法·檢에 부당 압력”

•   문화(P1): 獨 13년 고민한 탈원전 정책, 韓 고작 7개월만에 결정

•   문화: 스위스, 탈원전 국민투표 6차례… 獨, 공개 시민토론회 5차례

•   문화: 원전 41% →29% → 無언급… 5년마다 주먹구구 에너지계획

•   문화: 임금 0.7% 오를때 주가 30%↑…박탈감 커진 ‘일개미’

•   문화: “이젠 ‘소유’보다 ‘경험’ 원해… 대세는 구독경제”

•   한국(P1): 지지율 하락 '브레이크' 잡은 문 대통령, 18일 기자회견

•   한국: [인구와 경제] 올해 선거도 집값 향방도... 인구구조 변화에 달렸다

•   한국(P1): 자영업자 불만에 완화하긴 했는데... 전문가들 "대유행 반복 우려"

•   세계(P1): 이재명發 ‘전국민 2차지원금’ 논란 가열

•   세계(P1): 부동산·증시 뛰는데… 한쪽선 실직 눈물

•   한겨레(P1): 비자발적 실직자, 처음으로 200만 넘었다

•   머니투데이(P1): 韓경제, 코로나 충격 79.3%회복…수출 빼면 '글쎄'

•   머니투데이: 외환위기 때만큼 힘든 2030…더 힘든 4050

•   머니투데이: 한국에 기회 될까…'반도체 공급난' 美 자동차업계 '비상'

•   머니투데이: 분담금 37% 줄어도 "매력 없다"…공공재건축 혜택 더 커지나

•   머니투데이: 다가오는 3월 주총…'3%룰'에 헤지펀드 공격 못막는다

•   머니투데이: 美 바이든 정부 공식 출범…韓 조정 장세 변수 될까?

•   헤럴드경제: “금리 더 오르기전에” LGU+ 등 회사채 러시

•   헤럴드경제: 에너지 公기관 수장들 ‘인사 태풍’

•   파이낸셜뉴스(P1): 맥주·담배에 교육세라니… 40년전 만든 목적세의 오류

•   파이낸셜뉴스: 증시따라 들쑥날쑥한 농특세, 올해는 걷은만큼 쓰지도 못한다 [시대에 뒤처진 세제]

•   파이낸셜뉴스: 일몰 앞둔 교통·에너지·환경세, 전기차 늘면서 폐지 목소리 높아

•   파이낸셜뉴스(P1): 수십년 성공공식 버렸다… 시총 폭발한 4대그룹 [대기업 그레이트 리셋]

•   파이낸셜뉴스: ‘간판산업’ 바꿔 달고 미래먹거리 승부수… 신성장 사업 성과 [대기업 그레이트 리셋]

•   파이낸셜뉴스: 국가대표기업 미래 경쟁력 확보 "변화가 밸류 저평가 개선할 것"

•   파이낸셜뉴스: "월급 나눠라?" 직장인 건드린 이익공유제

•   파이낸셜뉴스: 60초 행정, 서빙로봇… 日 ‘디지털화’ 속도 밟는다

•   파이낸셜뉴스: 비대면 소비, 의료·교육 등 장악 … 中시장 판을 흔들다 [전환기 맞는 언택트 문화]

•   파이낸셜뉴스: 보험 대출로 번진 ‘영끌’… 빅3 작년 주담대 55% 늘어

•   파이낸셜뉴스: 본업보다 더 벌었다… 주식시장 큰손 된 기업들

•   파이낸셜뉴스: 삼성-LG 합세…애플 왕좌 넘본다 [갤럭시S21-롤러블폰, 상반기 전세계 플래그십폰 시장 주도]

•   파이낸셜뉴스: 한화솔루션 유상증자 1조4000억 확대… 태양광·수소 ‘올인’

•   파이낸셜뉴스: "증여세 할증 과세땐 다주택자 더 버틸 것"

•   파이낸셜뉴스: "지하철 안 탈 수는 없고"… 대중교통 감염 확산에 불안불안

•   파이낸셜뉴스: [fn마켓워치] 두산, P-CBO·SPV 도움으로 자금조달 지속

•   아시아경제(P1): 31년만에 간판 바꾼 기아 "2027년 전용 전기차 7종 출시"

•   아시아경제: 기아, 플랜S 본격 가동…제조업 탈피 '모빌리티 솔루션 기업' 승부수

•   아시아경제: 주담대, 12월 비수기에도 역대 최대 ↑…젊은층 몰렸다

•   아시아경제: 올 서울 분양예정물량 4.5만가구 보니…"하반기 大戰"

•   아시아경제: 온실가스 줄인다더니…탈석탄 속도, 중국이 가장 느리다

•   이데일리(P1): 코로나 위기속 커지는 JY역할론.…각계 선처 호소 잇따라

•   이데일리: 이재용 운명의 날'…기로에 놓인 뉴삼성

•   이데일리(P1): 공매도, 금지가 아닌 기회균등으로 접근해야

•   이데일리(P1): 보름만에 턱밑까지 찬 신용대출…마통 확 조인다

•   이데일리: 기관·외국인처럼…"공매도 수수료·담보율, 개미에게도 비슷하게"

•   이데일리: `개미 눈총` 시장조성자제도 대수술…신뢰회복 나선다

•   이데일리: 한전, ESG경영 시동…‘제1차 ESG위원회’ 개최

•   이데일리: 진짜 전기차 시대가 열린다..'E-GMP' 신차 본격 출시

•   이데일리: 현대차 "초고속충전 시스템, 대중 브랜드 최초 적용"

•   이데일리: 수소 사업 선도 현대차그룹‥ 생태계 구축 전력 투구

•   이데일리: [현장클릭]수소 투자 확대 나선 재계, JV로 합종연횡 가속

•   이데일리: 멈춰 선 증시…'외국인'은 건져간다

•   이데일리: [마켓인]ESG, 연기금 찍고 공제회?…규모별로 천차만별

•   연합: 원안위, 삼중수소 검출 월성원전 조사착수…민간조사단 구성

•   연합: 코로나 회복에 올해 국내 에너지 수요 2년 만에 반등할 듯

•   뉴시스: 국내기업 ESG경영 관심도 'KB금융' 톱…34%는 "관심 無"

•   이투데이: 두산인프라코어, DICC 소송 승소로 불확실성 해소-삼성증권

•   더구루: 두산인프라코어, 차세대 휠로더 'DL-7' 영국 시장 진출

•   뉴스투데이: [뉴투분석] 한숨 돌린 두산인프라코어, 두산 박정원 회장에겐 두 가지 과제 남아

•   에너지경제: [이슈분석] 탈원전 과정 감사 촉발 8차 전기본 전력수요 예측 들여다보니

•   에너지경제: 바이오업계, REC체계 개편에 촉각…"산림정책 차원 가중치 높여야"

•   KHL: New 35 tonne excavator from Volvo CE - KHL Group

•   For Construction Pros: Construction Drone Use Accelerates Toward LiDAR Capabilities

•   대한경제: 공공 주도 9만호 공급대책 ‘앞길이 9만리’

•   OilPrice.com: Biden's Boom: The $30 Trillion ESG Sector Is Set To Explode In 2021

•   CNET: CES 2021 showed us how robots can ease our pandemic woes

•   CNET: Imagining the future of CES

•   전자신문(P1): 연간 배달 4억건·e커머스 거래 160조원...비대면 시대와 마주하다

•   전자신문: 지난해 'LNG 직수입' 920만톤 역대 최대…비중도 22%로 껑충

•   전자신문: [CES 2021] 미래차-AI-코로나19 대응에 집중한 세계 최대 ICT 전시회

•   전자신문: [CES 2021]아이디어 빛난 신기술 한 자리에…아이 울음 분석하고, 무인 순찰차까지

•   전자신문: [CES 2021]첨단 기술 향연 속 경계 목소리..윤리·정보보호 강조

•   전자신문: [CES 2021]첫 온라인 CES 명과 암…가능성 보였지만, 한계도 뚜렷

•   전자신문: 3년새 전기차 충전기 가격 절반 떨어졌다...대중화 Vs 치킨싸움

•   전자신문: 애플, 아이폰13에 '센서 시프트' 확대 적용…DSLR 닮아가는 아이폰 카메라

•   전자신문: 발전공기업들, 올해 1조원대 당기순손실 예상

•   디지털데일리: 삼성전자, 갤럭시Z폴드3 ‘S펜’ 탑재 예고

•   Phone Arena: Apple supplier expects to start volume production of 3nm chips as soon as 2022

•   Phone Arena: Samsung confirms more of its upcoming smartphones will ship without chargers, earphones

•   Robotics & Automation News: Global food and beverage robotic systems integration market for pick and place application to surpass $40 million by 2025

•   Robot Report: Teradyne’s acquisition strategy & the future of cobots

•   로봇신문: CES 2021, 코로나 19 위기를 기회로 바꾼 로봇들

•   로봇신문: 中 협동로봇 업체 '두봇', 540억원 규모 투자 유치

•   물류신문: [카드뉴스] 2020년 물류산업 무슨 변화 있었나?

•   물류신문: Part1. 자동차 산업

•   물류신문: Part2. 2차전지 산업

•   물류신문: Part3. 수소 산업

•   물류신문: Part4. ICT 산업

•   물류신문: Part5. 헬스케어 산업

•   물류신문: Part6. 음식료품 산업

•   물류신문: Part7. 이커머스 산업

•   Nikkei Asia: Investors rush into semiconductor stocks amid global chip crunch

•   Nikkei Asia: Japan emergency will intensify losses in struggling sectors

•   Nikkei Asia: Japan developers go green at Tokyo office buildings

•   Nikkei Asia: Japan scrambles to deny reports that Olympic cancellation possible

•   Nikkei Asia: Japan stock funds charge to new record with retail bulls

•   Nikkei Asia: Japan's new ambassador to South Korea takes third post in Seoul

•   Nikkei Asia: 30,000 Japanese stuck at home with COVID as hospital beds short

•   Nikkei Asia: Japan development bank launches $500m fund to grow wind sector

•   Nikkei Asia: Japan CEOs accept state of emergency, but brace for tough losses

•   Nikkei Asia: Ahead of Biden era, Toyota agrees to pay $180m in emissions case

•   Nikkei Asia: Japanese restaurants hit hard by new state of emergency

•   Nikkei Asia: LG, Panasonic and Sony step up EV efforts

•   Nikkei Asia: Japan, China and South Korea compete for LNG as cold wave hits

•   Nikkei Asia: Asia flexes tech muscle in COVID fight with 'smart masks' and robots

•   Nikkei Asia: IMF chief urges green and digital investment for post-virus recovery

•   Japan Times: Japan lagging much of the world in shift to electric vehicles

•   Japan Times: Japan to extend application deadline for small firms' virus aid

•   Economic Times: Post jabs, India may get back on its feet in 2nd half of 2021

•   Economic Times: Centre, farmer unions to continue talks; agriculture minister Narendra Tomar asks groups to be flexible

•   Economic Times: RBI: RBI ready to examine if there is govt proposal for bad bank, says Governor Das

•   Economic Times: Over 1.91 lakh people vaccinated on Day 1; no case of post-vaccination hospitalisation reported: Health Ministry

•   Economic Times: Farmer unions say they will go ahead with tractor march in Delhi on Republic Day

•   Business Standard: Budget Byte: Farmer income support nears target, but gap remains

•   Folha de S.Paulo: Brazil's Health Minister Says that Vaccination against Covid Will Begin on the 20th in a Meeting with Mayors

•   Moscow Times: U.S. Will Lift Nord Stream 2 Sanctions if Europe Suspends Construction, Says Biden Advisor

•   Jakarta Post: Ministry pushes forward 982 infrastructure deals as govt ramps up spending

•   Viet Nam News: Vietnamese economy tipped to bounce back in 2021

[Opinions]

•   Project Syndicate(Ivan Krastev): The Pandemic of Fear

•   Project Syndicate(Harold Hongju Koh): America’s Post-Trump Reckoning

•   Project Syndicate(Paola Subacchi): China’s Debt Grip on Africa

•   Project Syndicate(Ekaterina Kotrikadze): Navalny’s Return

•   Project Syndicate(Ben Meng): Saving America’s Public Pensions

•   FT(Editorial Board): Britain risks own goal with labour market plans

•   FT(Editorial Board): Germany’s CDU chooses Merkelism without Merkel

•   FT(Editorial Board): Donald Trump’s woeful legacy

•   FT(Rana Foroohar): Wall Street’s new sheriff is on a mission

•   FT(Robert Shrimsley): Vaccinated veterans, it’s time to reclaim the cities!

•   FT(Martin Sandbu): Why the ECB should go Japanese

•   FT(Tony Barber): Merkel’s centrist legacy hangs over the new CDU leader

•   FT(Michael Mackenzie): Tech stock booms: then and now

•   FT(John Dizard): Dealing fix for Treasury securities market is needed now

•   FT(Merryn Somerset Webb): Why house prices may dip but will not crash

•   FT(Karthik Ramanna): ESG accounting needs to cut through the greenwash

•   FT(Pilita Clark): Vaccines won’t get us back in the office any time soon

•   FT(Adam Kucharski): The new Covid variants are a peril to us all

•   FT(David Sheppard): LNG rally heralds more volatile gas prices to come

•   FT(Claire Jones): Central banks and climate change: all hot air

•   FT(Lex): Xiaomi/US: rice cooker commando

•   WSJ(John F. Cogan, John B. Taylor): Those $2,000 Checks Won’t Boost the Economy

•   WSJ(John Bolton): Joe Biden’s Early Test From Moscow and Beijing

•   WSJ(Holman W. Jenkins, Jr.): What WHO Won’t Learn From China

•   WSJ(Kimberley A. Strassel): Big Business’s Sharp Left Turn

•   WSJ(Gerard Baker): There’s as Much to Learn From Trump’s Success as His Disgrace

•   NYT(Editorial Board): Secretary of State Pompeo Leaves No Bridges Unburned

•   NYT(Editorial Board): Joe Biden Actually Has a Covid Plan

•   NYT(Paul Krugman): Four Rules That Should Guide Bidenomics

•   NYT(Michelle Goldberg): Has Trump's Reckoning Come Too Late?

•   NYT(Jamelle Bouie): ‘Stop the Steal’ Didn’t Start With Trump

•   NYT(Peter Beinart): Why Are There So Few Courageous Senators?

•   WP(Editorial Board): Joe Biden’s plan can build a bridge to a better economy

•   WP(Editorial Board): Putin has the power to crush Navalny when he returns to Russia. He’ll be the loser if he does.

•   WP(Catherine Rampell): Jobless Americans are still suffering. America must not look away.

•   WP(E.J. Dionne Jr.): Joe Biden has already shown us that governing is back

•   WP(George F. Will): Trump and many of his ‘woke’ critics are more alike than they realize

•   WP(Josh Rogin): The Trump administration had a China strategy after all, but Trump didn’t follow it

•   WP(Fareed Zakaria): Has Trump pushed the Republican Party to the breaking point?

•   WP(Ruth Marcus): The impeachment of Donald Trump must proceed. The Senate can’t dodge its duty.

•   WP(Jackson Diehl): How Biden can update the Obama doctrine

•   WP(Victor Cha): North Korea could become one of Biden’s biggest challenges — and not just because of its nukes

•   Bloomberg(David Fickling): Get Used to Power Freezes and Price Hikes

•   Bloomberg(Noah Smith): Nobody Wants to Invest in an Unstable Country

•   Bloomberg(Mac Margolis): Ford’s Exit Foretells Brazil’s Troubles

•   Bloomberg(John Authers): Bond Vigilantes Are Giving Biden a Pass for Now

•   Bloomberg(Marcus Ashworth): Expect the Weak Dollar Trend to Return

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Was 2.47

•   Bloomberg(Liam Denning): Winter Is Still Coming for U.S. Gas Exporters

•   Bloomberg(Julian Lee): President Biden Won’t Unlock a Wave of Iranian Crude

•   Bloomberg(Brooke Sutherland): Don't Wait to Book That Summer Trip

•   Bloomberg(Karl W. Smith): Biden’s Covid Relief Plan Isn’t Overkill

•   Bloomberg(Jonathan Bernstein): Democrats Stop Playing the Politics of Fiscal Restraint

•   Bloomberg(Noah Feldman): Yes, You Can Impeach Someone After They Leave Office

•   Bloomberg(Timothy L. O'Brien): It’s Trump’s Money, Not His Brand, That Should Worry Him

•   Bloomberg(Andreas Kluth): The U.S. Mustn't Follow Weimar Germany and Ancient Rome

•   Bloomberg(Andreas Kluth): Armin Laschet Will Lead the CDU, But Not Necessarily Germany

•   Bloomberg(Clara Ferreira Marques): Vladimir Putin Is Stuck in a Navalny Catch-22

•   Bloomberg(Clara Ferreira Marques): We’ve Had Ten Months to Plan. Why Are We Muddling Through Vaccination?

•   Bloomberg(Minxin Pei): The U.S. and China Are Running Out of Time

•   Bloomberg(Sarah Halzack): December’s Retail Sales Drop Misses the Bigger Picture

•   Bloomberg(Amr Adly): The UAE And Qatar Are More Alike Than Apart

•   Bloomberg(Seth J. Frantzman): Biden Has Already Calmed the Middle East

•   Bloomberg(Matthew Yglesias): On Day One, Biden Can Start Winning the Midterms

•   CNBC(Frederick Kempe): Trump might have made it easier for Biden to unify the country after shocking Capitol attack

•   CNBC(Amy Jo Miller, Ian Woods): The best way to get corporate America's money out of politics

•   CNN(Kent Sepkowitz): Doctor on Covid's first year: We made a lot of mistakes

•   MarketWatch(Mark Hulbert): Here’s what you really should know about the ‘First 5 Days of January’ indicator

•   MarketWatch(Michael Brush): Here are the biggest stock market winners and losers in Biden’s massive stimulus plan

•   매경(사설): 감사원 `에너지 전환정책 감사` 여권이 공격할 일 아니다

•   한경(사설): 도 넘은 헌법기관 흔들기…그래도 감사원 제 역할 수행해야

•   서경(사설): 탈원전 감사에 "주인 행세"라며 겁박하는 與

•   동아(사설): 감사원장은 정권의 忠犬 노릇 하라는 식의 임종석 발언

•   서울(사설): 탈원전 감사를 비판하는 여권 인사들의 월권적 발상

•   경향(강수돌): 원전에 ‘정치’를 덧대지 마라

•   전자신문(박태준): 현대차 수소연료전지 나눠 쓰면 어떨까