Business Intelligence Monitor 210121

(Introduction)

[Markets]

•   Global: Equities hit record highs, oil and dollar edges higher as Biden takes office

•   UK: Pound hits 8-month high against euro on UK economy hopes

•   한국: 코스피 이틀째 올라 3,100선 복귀…개인 1.4조 순매수

•   한국: LG전자 '스마트폰 철수' 결단, 주가는 12% 뛰었다

•   한국: '애플카' 호재 올라탄 기아, 형보다 낫네

•   한국: "LG이노텍 영업익 3000억 훌쩍"…'깜짝 실적' 전망에 사상 최고가

•   한국: 두산그룹주 상승 많아, 두산퓨얼셀 두산밥캣 두산인프라코어 올라

•   Metals: Copper gains on bets that Biden can push through stimulus

•   Grains: Soybean pull back slows, faces pressure from S. American rains

[Indicators]

•   US Nov. Treasury International Capital data: China, Japan cut U.S. Treasury holdings in October -data

•   US Dec. Construction starts: Construction Starts Weaker in December and Down 10% Year-over-year

•   US Jan. NAHB housing market index: U.S. Homebuilder Confidence Fell to a Four-Month Low in January

•   US Weekly Mortgage rates·applications: Mortgage refinance demand pulls back as interest rates rise

•   UK Nov. House prices: UK property prices rise at fastest rate since 2016

•   UK Dec. CPI·PPI: UK inflation bounces back as prices of transport and clothing rise

•   China 2020 Iron ore imports: China bought most iron ore from Australia, Brazil in 2020, but imports from India up nearly 90%

•   China Dec. Copper imports: China's imports of Australian copper ore crashed to zero in December

•   China Dec. FDI: China FDI rose to record level in 2020 despite coronavirus, fastest growth rate in five years

•   China Dec. Employment: China jobs market still seen as weak, unstable even as unemployment rate returns to pre-coronavirus level

•   China LPR: China holds lending benchmark steady for 9th straight month, matching f'cast

•   한국 2020년 법인 파산: 영세기업 코로나 못버티고…파산 역대 최다

•   한국 12월 PPI: 작년 12월 생산자물가 석 달 만에 반등…농산물 6%↑

•   Japan Dec. Convenience store sales: Japan convenience store sales fall in 2020 for 1st time amid pandemic

•   Indonesia 2020 Mining production: Coal, nickel resilient as pandemic hits Indonesia’s 2020 mining output

•   Russia 2020 FDI: Russia Sees Lowest Foreign Investment Since 1994

•   Malaysia Benchmark rates: Malaysia's c.bank holds key rate steady at record low

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

[News]

•   WSJ: Biden’s First-Day Executive Orders to Include Mask Mandate, Blocking Keystone Pipeline

•   WSJ: Biden Will Lead an Older, Polarized and Financially Insecure Nation

•   WSJ: Trump Issues 74 Pardons, Including to Ex-Aide Steve Bannon

•   WSJ: China Escalates Efforts to Beat Back Its Worst Covid-19 Resurgence

※   they had discovered the more-contagious U.K. variant of the virus in the samples of two patients

•   WSJ: PPP Covid-19 Small-Business Aid Reopens With 60,000 Loans

•   WSJ: Commercial Real Estate Debt Sustained by Central Bank Bond Buying

•   WSJ: Oxford-AstraZeneca’s Covid-19 Vaccine Helps U.K. Lead Race to Reach Nursing Homes

•   WSJ: Jack Ma, Alibaba’s Billionaire Co-Founder, Resurfaces After Months of Lying Low

•   NYT: Biden Inaugurated as 46th President

•   NYT: How Joe Biden Became a Steady Hand Amid So Much Chaos

•   NYT: Will Biden Be an Activist President on the World Stage?

•   NYT: Who is Amanda Gorman? 22-Year-Old Recites Poem at Biden Inauguration [Video]

•   NYT: For Kamala Harris, an Influential Voice and a Decisive Vote

•   NYT: Biden to Announce Broad Plan to Reverse Trump Immigration Policies

•   NYT: ‘He Was Just Everywhere’: A Tired Country After Four Years of Trump

•   NYT: ‘A Total Failure’: The Proud Boys Now Mock Trump

•   NYT: QAnon believers struggle with inauguration.

•   NYT: ‘They Have Not Legitimately Won’: Pro-Trump Media Keeps the Disinformation Flowing

•   NYT: President Biden’s Tech To-Do List

•   WP: Joe Biden’s inauguration speech, annotated - Washington Post

•   WP: Takeaways from Joe Biden’s inauguration

•   WP: Dr. Jill Biden, often overshadowed, is quietly making history, too

•   WP: Trump’s final day: A diminished and aggrieved president stays out of public view before exit

•   WP: As Trump exits Washington, he tells modest crowd, ‘We will be back in some form’

•   WP: Fact-checking Trump’s farewell address

•   WP: Trump’s presidency ends where so much of it was spent: A Trump Organization property

•   WP: Biden became president at noon despite taking oath early, constitutional experts say

•   WP: Trump extended Secret Service protection for 14 members of his family as he left office

•   WP: Biden to re-engage with World Health Organization, join global vaccine effort

※   White House: Combating COVID-19

•   WP: In Iran, hopes for Biden era are tempered by years of hardship and broken U.S. promises

•   WP: The Biden doctrine is still taking shape

•   FT: EU and BioNTech/Pfizer clash over reduced vaccine deliveries

•   FT: China sanctions Trump officials including Pompeo

•   FT: Business to Biden: prepare for a fight over tax and minimum wage

•   FT: Liz Cheney praised for impeachment ‘courage’ but risks pro-Trump ire

•   FT: Lower-income countries fall behind in race for vaccines

•   FT: EU salutes ‘new dawn’ for US ahead of Biden’s inauguration

•   FT: Who are the pillars of the Biden-Harris team?

•   FT: UK to examine post-Brexit support for music industry

•   FT: UK ready to deploy tweaked vaccines, says Johnson

•   FT: Labour attacks Johnson government for lax Covid border controls

•   FT: Robert Lighthizer defends his record on China

•   FT: Italy’s PM moves to shore up fragile coalition

•   FT: Washington’s new power brokers: the fickle senators calling the shots

•   FT: India’s consumers bear the brunt of New Delhi’s inflation paradox

•   FT: Small UK businesses are ‘running out of cash’, chancellor warned

•   FT: UK dividends set to remain depressed in 2021, says report

•   FT: Japan Inc faces potential forced sell-off of cross-shareholdings

•   FT: Boardroom drama shakes China’s biggest chipmaker SMIC

•   FT: May attacks Johnson for moral failure and eroding Britain’s global standing

•   FT: US finance chiefs weigh how to spend vast corporate cash piles

•   Bloomberg: The Uneven U.S. Economy in 6 Charts as Biden Takes Office

•   Bloomberg: China Urges ‘Mutual Respect’ With Biden After Trump Upheaval

•   Bloomberg: Wall Street Comments on Inauguration of Joe Biden, Kamala Harris

•   Bloomberg: Pfizer-BioNTech Shot Likely to Foil Mutant, New Study Shows

•   Bloomberg: Biden to Extend CDC Moratorium on Evictions and Foreclosures

•   Bloomberg: ECB Is Capping Bond Yields But Don’t Call It Yield Curve Control

•   Bloomberg: Key USMCA Negotiator Todd Picked as U.S. Trade Chief of Staff

•   Bloomberg: Biden Stimulus Gets Skeptical Response From GOP Moderates

•   Bloomberg: Portugal Reports Record Number of Daily Coronavirus Cases

•   Bloomberg: BOE’s Bailey Says Economy Will Adapt to New Lockdown

•   Bloomberg: U.K. Suffers Deadliest Day, Some Hospitals Like War Zones

•   Bloomberg: Biden’s Plans to Fight Inequity Prove Light on Specifics

•   Bloomberg: U.K. Treasury Given Bleak View of 2021 in Independent Forecasts

•   Bloomberg: Big Oil Takes Unsteady Steps to Cut Transition Risk

•   Bloomberg: New Bitcoin Investors Explain Why They’re Buying at Record Prices

•   Bloomberg: Copper Output May Suffer If Pandemic Drags On, Chile Group Says

•   Reuters: Exclusive: WHO plans slew of COVID-19 vaccine approvals for global rollout - document

•   Reuters: Chinese media criticise Pfizer COVID-19 vaccine, tout local shots

•   Reuters: Democrats take narrow control of U.S. Senate as three new members sworn in

•   Reuters: Exclusive: Biden administration considers creating White House antitrust czar - sources

•   Reuters: Brazil's Bolsonaro says he wants free trade agreement with U.S. in letter to Biden

•   Reuters: Irresistible? Pension funds plot move on China's $16 trillion bond market

•   Reuters: Analysis: Biden's first year could see record employment growth. More will be needed

•   Reuters: Analysis: Stimulus plans fuel Biden trade, but Wall Street wonders if it can continue

•   Reuters: Analysis: Rising U.S. bond market inflation gauge masks extent of pandemic shock

•   Reuters: ANALYSIS-A 'buy' is just a tap away: stock market dabblers drive trading boom into 2021 | 路透

•   Reuters: Analysis: Pricey U.S. stock valuations put burden on earnings to keep rally going

•   Reuters: Analysis: A lot of hot air? Investors snap up hydrogen stocks in green frenzy

•   Reuters: Analysis: China's would-be chip darling Tsinghua Unigroup bedevilled by debt and bad bets

•   CNN: A big infrastructure spending bill might finally be in the cards

•   CNN: 4 ways Joe Biden plans to fix the economy

•   CNN: Stimulus checks are a lousy way to fix the economy

•   CNN: US economy: Joe Biden wants to avoid the Obama era's biggest economic mistake

•   CNBC: Lockdowns caused by China’s new Covid-19 outbreak are sparking concerns over steel, iron ore

•   CNBC: Trump doesn’t mention Biden in farewell address that glosses over Capitol riot and Covid deaths

•   CNBC: The Fed under Biden: New mandates, a close White House tie and big challenges ahead

•   CNBC: ‘The U.S. is back’: Europe cherishes Trump’s departure on Biden’s Inauguration Day

•   CNBC: Denmark to trial green hydrogen production using offshore wind power

•   CNBC: China will be the biggest challenge for Biden this year: Dan Yergin

•   CNBC: Germany’s vaccine rollout is not going to plan, frustrating officials and experts

•   CNBC: The U.S. remains important in the oil market, even if Biden is less vocal than Trump: UAE energy minister

•   CNBC: OPEC chief pledges to deepen ties with Biden administration

•   CNBC: Foxconn, Apple interest in EVs point to dramatically different future for automakers

•   Hill: Trump has talked to associates about forming new political party: report

•   SCMP: Coronavirus: WHO says UK strain in over 60 countries as US death toll passes 400,000

•   SCMP: China revamps trade negotiation team ahead of possible fresh talks with Biden administration

•   SCMP: China’s central bank defines monopoly for the first time in antitrust curb of world’s largest online payment services market

•   SCMP: Coronavirus: China calls for revisions to reports at WHO, defends early response

•   Global Times: Economic policy revision more important than boasting about India’s recovery

•   매경(P1): 묻지마 증원' 공무원 110만명…울산 인구보다 많아졌다

•   매경: "공약에 매달려 공무원 늘리니…기업 옥죄는 규제만 늘어"

•   매경: [단독] '철밥통' 공기업도 구조조정

•   매경: [단독] 뽑는 데가 없으니…조폐공사 경쟁률 무려 1000대1

•   매경(P1): "임대사업자 첫 임대료 5% 이상 올려도 된다"

•   매경: 경제팀 개편도 곧 뒤따를듯

•   매경: 허탈한 동학개미…연기금, 삼전·현대차 6조나 팔았다

•   매경: 동학개미의 한숨 "외국인·기관 매도, 불안해 못살겠다"

•   매경: 사학연금 등 큰손들 국내주식 비중 고민

•   매경: "엘리엇 올봄 삼성 또 침공하나"…지배구조 리스크 커졌다

•   매경: 글로벌 삼성' 브랜드 위상 추락 불가피

•   매경: 승계·계열분리 앞둔 현대차·LG도 긴장

•   매경: 기업 옥죄는 정부 규제…작년 55% 늘어 1510건

•   매경: "세금 1조 깎아줬지만…청년 일자리 제자리"

•   매경: 대우조선, 해상풍력 사업 진출

•   한경(P1): 따따블' 불러도 못 구하는 벌크선…中 때문에 기업들 속탄다

•   한경: 中 '원자재 블랙홀'에 운임 치솟아…"벌크선 웃돈 4배 줘도 못 구해"

•   한경: 배에 못 실으니…항공 화물운임도 '고공행진'

•   한경(P1): LG의 결단…'5조 적자' 휴대폰 26년 만에 수술대로

•   한경: 5조 적자' 스마트폰에 결국 '메스'…AI 가전·車전장으로 재편

•   한경: ODM이냐, 매각이냐…일부 제품은 이미 개발 중단

•   한경: 민주당 '코로나 이익공유제' 윤곽…"5000억 사회연대기금 조성"

•   한경: "빌딩 팔고 뉴딜에 투자해야"…연기금·공제회 압박한 與

•   한경: 정세균 "공매도 재개 바람직하지 않아"

•   한경: 조세硏 "거래세 없애면 동학개미에 더 피해"…정말일까

•   한경: 삼성 따돌릴 절호의 기회…이재용 구속에 TSMC는 웃는다

•   한경: 비트코인 채굴·中 수요…반도체株 다시 뜬다

•   한경: [단독] 마포 전용 84㎡도 '20억' 넘었다…非 강남권 두 번째

•   한경: 지난달 거래된 서울 아파트 43.9%가 2030 '패닉바잉'

•   한경: 서울~부산 20분 만에 주파…'하이퍼튜브' 공들이는 경남

※   관련 기업인 현대로템과 두산메카텍

•   한경: 이젠 '공급의 시간'…주택시장 처방전이 바뀐다

•   한경: 이재용 방 썼던 수감자 "CCTV 감시, 화장실 칸막이도 없어"

•   서경(P1): 상병수당' 의무화 추진···건보료 또 오른다

•   서경: 재원 대책도 없이...與, 보선 앞두고 '상병수당' 일단 강행

•   서경: 서울 미니 재건축 ‘무늬만 15층 허용?’

•   서경: 법인, 지방 아파트 팔고 서울은 남겼다 [또 빗나간 정부 예측]

•   조선(P1): 강경화 교체, 후임에 정의용… 외교라인 재정비

•   조선(P1): “원전 필요” 65% “필요 없다” 15%

•   조선: 헤인스 DNI 국장 후보자 “북한은 위협… 의도 분석 해야”

•   조선: 美국무 지명자 “모든 대북정책 재검토, 인도적 지원은 고려해볼 것”

•   조선: “한국과의 방위비 협상, 조기타결 추진… 전작권 전환 어떻게 돼가는지도 검토”

•   조선: [단독] 백악관 ‘문고리 권력’에 한국계 2人... 바이든 경호, 영부인 일정 총괄

•   조선: 상위 10개 기업이 시총 절반 차지 ‘코스피 양극화’

•   조선비즈: [에너지 대전환] 토니 세바 "車 업체, 컴퓨터 회사로 변신해야 생존"

•   조선비즈: 돈 되는 OLED 대신 LCD 만들라니…딜레마 빠진 LG디스플레이

•   조선비즈: LG에너지, IPO 주관사 21일 경쟁 PT… 구광모의 ‘뉴 LG’ 가속도

•   조선비즈: [단독] 갤럭시S21 ‘꿈의 5G’ 못 쓴다…이통사 입김에 전용 안테나 빼

•   인베스트조선: 새해부터 해외 확장 경쟁 나선 대기업들...지배구조 퍼즐 다시 맞춘다

•   인베스트조선: 자산시장 狂風...'하이퍼 인플레이션' 되나 커지는 우려

•   중앙: "트럼프, 김정은에 너무 많이 내줘···도발은 북미회담 늦출 뿐"

•   중앙: 금리 쌀 때 실탄 확보…새해 벽두 회사채 시장 달아오른다

•   중앙: 바이든이 통크게 돈 푼다는데, 정부는 달러 곳간 점검 왜?

•   동아(P1): 국내 첫 백신 접종, 2월 화이자 될듯

※   노바백스 2000만명분 추가 확보

•   동아: 국내 백신 총 7600만명분… 화이자 신속 접종 위해 긴급승인 추진

•   문화(P1): [단독]중수로 전문가 뺀 ‘原電 삼중수소 조사단’

•   문화: [단독]제외된 ‘중수로 전문가’는 脫원전 반대론자…‘맹탕조사’ 불보듯

•   문화: “중대재해법, 산업안전법과 통합해 단일법률화 해야”

•   문화: 이재명 “全도민에 10만원씩 ‘2차 재난기본소득’ 지급” 강행

•   문화: 가격 내리고 지원금 늘린 ‘갤S21’… 초반흥행 ‘미지근’

•   문화: 비대면 확산에 수요 급증한 SSD, 삼성 신제품 출시…지배력 강화

•   국민: ‘그럼 우리도?’ 기아-애플 협력설에 SK이노베이션 촉각

•   머니투데이(P1): 용적률 700% 아파트 기대반 우려반 "공급 확대" vs "홍콩 닭장"

•   머니투데이(P1): 울산 2200세대 '첫 한국산 수소전기' 들어온다

•   머니투데이: 김용범 "인구리스크 본격화…여성·고령자 경제활동 참여 확대"

•   머니투데이: "K-배터리, 1~11월 中 제외 시장서 2~4위…CATL 맹추격"

•   MTN: [단독]두산퓨얼셀, 글로벌 선사 '나빅8'와 선박용 전지 JV 만든다

•   더벨: DICC 소송, 공동매도자 DICI로도 번지나

•   더벨: 핵심 리더십, '보컬 리더' 박지원 회장

•   더벨: 급한 불 끈 박상현 두산重 부사장, 여전히 무거운 어깨

•   더벨: 이지스운용, 두산건설 논현동 사옥 1분기 인수 논의

•   헤럴드경제(P1): 원유 ↑ 곡물 ↑ 금속 ↑…몸값 치솟는 원자재

•   헤럴드경제(P1): 50조 토지보상금, 부동산 등 자산시장 ‘뇌관’

•   파이낸셜뉴스: 개미들 실탄 204조 더 있다

•   파이낸셜뉴스: 에너지수급 비상… "탈석탄 정책 속도조절 해야"

•   아시아경제: 집값 4~5월이 분수령…'다주택자 셈법'에 달렸다

•   이데일리(P1): [코로나1년]"공격적 재정운용해야..전국민지원금은 헛 돈"

•   이데일리: [코로나1년]"전국민지원금은 재정낭비..선별지원 행정비용 줄여야"

•   이데일리: [코로나1년]코로나 종식 이후 최대 난제는 '고용·부채'

•   이데일리: [코로나1년]"한은 금리인하 무의미..재정정책이 앞장 서야"

•   이데일리(P1): 정 총리 "자영업자 손실보상법 추진"…"해외서도 전례없어" 기재부 ‘난색’

•   이데일리: 與, 소상공인 대출 금리 인하 추진…코로나 보상법도 봇물

•   이데일리: [2021 시스템]"이제는 비메모리"…불붙는 시스템반도체 전쟁

•   이데일리: [2021 시스템]선두없는 車반도체…후발주자 삼성, 전략 강화 '미지수'

•   이데일리: [2021 시스템]'한국판 뉴딜 핵심'…시스템반도체 지원에 팔걷은 정부

•   이데일리: 규제 비판 의식했나…與, 2월 국회서 규제 완화 추진

•   이데일리: 中企 자금난 숨통 트일까…정부, 90조원대 대출·만기 지원

•   이데일리: 한수원, 포항 연료전지사업 진출

•   이데일리: 신용대출 원금까지 매달 갚으라고? '궁금증 폭발'

•   이데일리: [만났습니다]①"백신접종 늦었지만 실제 접종 영미와 비슷할 것"

•   이데일리: [만났습니다]②"변이 바이러스 백신 효과, 화이자 외 자료 없어"

•   뉴스핌: [단독] LG 스마트폰 사업, 쪼개 판다…베트남 빈그룹 일부 인수

•   뉴스핌: [바이든 시대] 기대 커지는 전기차·배터리...中 견제 기조에 반도체 긴장

•   비즈니스포스트: 두산 로봇과 수소드론으로 물류 엮는다, 문홍성 새 성장동력 그림 그려

•   CEO스코어데일리: 올 전력기금 70%, 재생에너지·신재생에너지지원사업에 배정

•   reNews: European turbine orders hit record 15GW

•   에너지경제: [바이든시대] 한국 에너지전환·그린뉴딜 '탄력'…태양광·풍력 '기대'

•   에너지경제: [바이든시대] 글로벌 표준, 이젠 ‘그린’…산업계 저탄소 본격 경쟁할 듯

•   에너지경제: [바이든 시대] 車 산업 무게추 친환경차로···"韓 기업 위기이자 기회"

•   에너지경제: UNIST, 이산화탄소 없애고 수소·전기 생산하는 신기술 개발

•   에너지경제: 태양광 확대에 사업자-주민 갈등 고조…"지역 수용성 확보 관건"

•   에너지경제: 올해 천연가스 수요 5.7% 증가 전망

•   Equipment Journal: Next generation Blade Runner excavator introduced by Kobelco

•   For Construction Pros: New Sources of Infrastructure Funding is Imperative

•   OilPrice.com: India Unhappy With OPEC+ Oil Production Cuts

•   OilPrice.com: Oil Majors Win Big As LNG Prices Soar

•   OilPrice.com: What’s Next For Very Volatile Natural Gas Markets

•   OilPrice.com: Saudi Arabia Remained China’s Top Oil Supplier In 2020

•   MINING.com: President Biden to boost US mining, green energy metals - MINING.COM

•   Phone Arena: Apple is making some big changes to its iPhone 12 family production plans

•   Robotics & Automation News: Geek+ and Universal Logic partner to develop warehouse robotics and automation

•   로봇신문: 델타로봇부터 웨어러블 수트까지...제5회 로보덱스 20일 막올라

•   Nikkei Asia: Suga pursues Biden's commitment on 'free and open Indo-Pacific'

•   Nikkei Asia: 5G chipmaker Sumitomo Electric hedges bet on top client Huawei

•   Nikkei Asia: Visitors to Japan in 2020 plunge 87%; biggest fall since 1964

•   Nikkei Asia: Japan seals deal with Pfizer for COVID shots for 72m people

•   Nikkei Asia: Japan finance watchdog to oversee banks' climate change policies

•   Business Standard: Centre offers to hold back farm laws for a while, form joint panel on acts

•   Hindustan Times: Govt’s infra push drives up project tenders in Q3

•   Folha de S.Paulo: Fiocruz Will Deliver First Doses of the Vaccine in March

•   Jakarta Post: Govt eyes double-digit growth in exports, investment through RCEP

•   Jakarta Post: Indonesia stays China's second-biggest nickel ore supplier despite export ban

[Opinions]

•   Project Syndicate(Daron Acemoglu): US Institutions After Trump

•   Project Syndicate(Carl Bildt): Can America Be Trusted Again?

•   Project Syndicate(Jeffrey D. Sachs): Liberation

•   Project Syndicate(Stephen S. Roach): The Internet Versus Democracy

•   Project Syndicate(Ana Palacio): Leaderless Liberalism

•   FT(Editorial Board): Joe Biden and the restoration of the American republic

•   FT(Editorial Board): India’s risky investment climate

•   FT(Robert Shrimsley): Democratic Unionists are now Irish reunification’s secret weapon

•   FT(Robert Shrimsley): Trump lost the election, but he's still won in his way

•   FT(Edward Luce): Biden embraces his inner radical to confront winter of peril

•   FT(David Gardner): Joe Biden will find ample potential for acrimony in the Middle East

•   FT(Ruchir Sharma): Dear Joe Biden, deficits still matter

•   FT(Michael McKinley): The biggest post-Trump job is to restore US institutions

•   FT(Jude Webber): A power outage dims climate hopes in Mexico

•   FT(Simon Edelsten): Grey areas in the green revolution

•   FT(Paul Tucker): Time to look again at the financial system’s dangerous faultlines

•   FT(Lex): BHP/coal: smutty books

•   WSJ(Alan S. Blinder): Biden’s Stimulus Hits All the Right Notes

•   WSJ(Holman W. Jenkins, Jr.): America the Unextreme

•   WSJ(Jason L. Riley): Can Biden Avoid Obama’s First-Term Mistake?

•   WSJ(Allysia Finley): Net Neutrality and Big Tech’s Speech Hypocrisy

•   WSJ(Ed Finn): A Biden Tax-Hike Break for Small Businesses

•   WSJ(Alan M. Dershowitz): No, You Can’t Try an Impeached Former President

•   NYT(Editorial Board): Biden’s Stimulus Plan Will Bring Relief, but There’s One Flaw

•   NYT(Thomas L. Friedman): President Donald J. Trump: The End

•   NYT(Ross Douthat): The Biden Opportunity

•   NYT(Thomas B. Edsall): Is America Ungovernable Now?

•   NYT(Spencer Bokat-Lindell): Democrats Are About to Control Congress. What Will They Do?

•   NYT(Adam Jentleson): Biden Should Rally Senate Democrats to Kill the Filibuster

•   NYT(Thomas J. Bollyky, Jennifer B. Nuzzo, Prasith Baccam): Get the Covid-19 Vaccine to 100 Million Americans in 100 Days

•   NYT(Steven G. Calabresi, Norman Eisen): The Problem With Trump’s Odious Pardon of Steve Bannon

•   NYT(Jesse Wegman): Biden Can Heal What Trump Broke

•   WP(Editorial Board): FT(Editorial Board):

•   WP(Editorial Board): 400,000 dead. Never forget these precious lives lost.

•   WP(David Ignatius): Joe Biden’s fundamental challenge is to root out the domestic insurgency

•   WP(Henry Olsen): Democrats now have control of government. But they should heed this tale of caution.

•   WP(Jennifer Rubin): This is more than a change of presidents

•   WP(Jennifer Rubin): Joe Biden delivers one of the best inaugural addresses in memory

•   WP(George F. Will): Biden charged the people of this republic with fixing it. So the people need to grow up.

•   WP(Megan McArdle): The coronavirus variants could dash our hopes of getting back to normal. We must prepare.

•   WP(Alyssa Rosenberg): Joe Biden shows America what it means to have a real president again

•   WP(William Pesek): How Trump made China’s currency great again

•   WP(Jeff Greenfield): Biden faces a tougher task than any president but Lincoln

•   Bloomberg(Editorial Board): A New President, and a New Start

•   Bloomberg(Bloomberg Opinion): How Alarming Are These Vaccine Scares?

•   Bloomberg(Conor Sen): The Housing Market Boom Gets Another Boost From Biden

•   Bloomberg(John Authers): Trump's Market Was So-So, Whichever Way You Cut It

•   Bloomberg(Barry Ritholtz): Five Drivers of Markets in a Biden Administration

•   Bloomberg(Michael R. Strain): $15 Minimum Wage Subverts Biden Recovery Plan

•   Bloomberg(Eli Lake): Biden’s Nominee for CIA Director Is All About Iran

•   Bloomberg(Lionel Laurent): Covid-19 Vaccine Passports Are a Ticket to Nowhere

•   Bloomberg(Therese Raphael): Brexit’s Troubles Aren’t All Teething Problems

•   Bloomberg(Ferdinando Giugliano): Italy Has Problems That Money Can't Solve

•   Bloomberg(Faye Flam): Herd Immunity Could Be Closer Than We Think

•   Bloomberg(Ben Schott): Farewell to the Trump Administration's Favorite Brands

•   CNBC(Karen Firestone): New investors may keep trading even as they return to normal life and start spending again

•   CNN(Bernie Sanders): This is the agenda Democrats should pursue under Biden's leadership, writes Sen. Sanders

•   CNN(SE Cupp et al): Did that really just happen?

•   MarketWatch(Michael Stumo): Here’s one simple thing Biden can do with a stroke of a pen to rebuild America’s shattered economy

•   Fox News(Marco Rubio): Joe Biden is president, now what

•   Fox News(Jason Chaffetz): Biden administration — here’s what to expect

•   Fox News(Juan Williams): Joe Biden becomes world's most powerful leader – here are his 3 top challenges

•   Reuters(Mike Dolan): Macro zen quietens stock bubble clamour: Mike Dolan

•   매경(송승헌): '넥스트 노멀'의 거대한 물결