[Markets]
• Cryptocurrency: Bitcoin Plunge Has Newbies Scrambling to Google Double-Spend
[Indicators]
• US Dec. Housing starts: U.S. Housing Starts Rose to Fastest Pace Since 2006 in December
• US Jan. MCI-EFI: Equipment Finance Confidence Unchanged from Dec.
• US Weekly Jobless claims: U.S. Unemployment Claims Remained Elevated Last Week
• Eurozone Benchmark rates: ECB details bond-buying shift as it holds rates and stimulus steady
• ECB: Monetary policy decisions
• 한국 1월 1~20일 수출: 1월 1∼20일 수출 10.6%↑…일평균으로도 10.6%↑
• 한국 주간 아파트 가격(부동산원): '특단의 공급' 예고에도 아파트값 급등
• Japan Dec. Balance of trade: China Demand Lifts Japan’s Exports to First Gain Since 2018
• Japan Benchmark rates: Bank of Japan lifts next year's growth forecast, saves ammunition as virus risks linger
※ BOJ: Statement on Monetary Policy
• Indonesia Benchmark rates: Indonesia Holds Key Rate on Tame Inflation, Gradual Recovery
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
[News]
• WSJ: President Biden Quickly Rejoined Paris Climate Accord. Meeting the Emissions Goals Will Be Harder.
• WSJ: What Is the Keystone XL Pipeline and Why Did President Biden Issue an Executive Order to Block It?
• Reuters: Analysis: Jack Ma's reappearance fails to soothe all investor concerns about regulatory crackdown
• CNBC: Russia’s Sputnik vaccine gets its first approval in the EU, greenlight from UAE amid ongoing trials
• CNBC: Qualcomm’s chip market share plunges in China after Huawei sanctions; MediaTek takes No. 1 spot
• SCMP: Chinese capital Beijing sets sights on building ‘trillion yuan’ hi-tech manufacturing clusters
• SCMP: China’s Xinjiang more than doubled its US exports in 2020, despite Trump’s sanctions and bans
• SCMP: China’s weak consumer spending requires its leaders to upgrade policy toolkit, Beijing adviser says
• 매경(P1): "이익공유제 강행땐 韓증시 투자 축소"
• 매경: 총수 부재에 ESG 경영도 위기
• 매경: "공공재건축 추가 인센티브 없다"
• 한경(P1): 달리는 글로벌 증시 'M·C·N'으로 통한다
• 한경(P1): 삼성전자, 인텔 파운드리 수주
• 한경(P1): 수소차 넥쏘 보조금 '3350만원'
• 한경: 3월 추가 개각說에…술렁이는 경제 부처
• 한경: 내달부터 열리는 주총…50명 이상 참석 가능
• 서경(P1): 글로벌 공급망 재편 가속...우리도 中 의존도 낮춰야
• 서경: 韓 CPTPP 가입이 통상지형 넓힐 특효약
• 서경(P1): 丁, 자영업손실보상 법제화 강행···재원마련책은 없어
• 서경: 韓, 사상 최대 WTO 분쟁서 美에 완승
• 조선(P1): 삼성 준법감시위, 법원 판결에 반박
• 조선비즈: [투자노트] 바이든 시대, ESG 선택 아닌 필수
• 조선비즈: 이익공유제 압박용?…이낙연, 내일 IT 기업인 불러 모은다
• 중앙(P1): 백운규 전 장관 검찰 소환 통보
• 동아(P1): 설연휴前 화이자 5만명분 도입… 코로나 전담병원 의료진 맞을듯
• 동아: “코로나 백신 부작용 체질마다 다르다”
※ 한국은행: 한국 경제의 추세 성장률 하락과 원인
• 머니투데이(P1): [단독]공매도 재개, 6월부터 '제한적 허용'으로 가닥
• 머니투데이: 공매도금지 연장이유…제도개선 때문일까
• 머니투데이(P1): 반도체 호황에 대일적자 늘었다…'가마우지 경제' 언제까지
• 머니투데이: 에경연 "연료비연동제, 전기공급·소비 효율성 높였다"
• 머니투데이: [단독]원전 민간환경감시기구, 한수원 자금지원 받는다
• 헤럴드경제(P1): 당정 “부동산 자금을 뉴딜 투자로”
• 헤럴드경제(P1): 무주택자 LTV 완화한다…9억 이하 10%P 높일듯
• 헤럴드경제: ‘총수부재’ 삼성, 반도체 핵심 EUV 장비 힘겨운 확보전
• 헤럴드경제: “다주택 파시라”→“살 집은 사시라” 대전환
• 파이낸셜뉴스(P1): 평택에 하루 6천대 충전 액화수소플랜트 짓는다[수소경제 가속]
• 파이낸셜뉴스: 중대재해 절반이 건설업… 현장·본사 감독 강화
• 디지털타임스(P1): "무엇도 소용없었다" 동네사장들 피눈물
• 이데일리(P1): 공공재개발이 불러온 '빌라전성시대'…매물 ‘뚝’ 호가 ‘쑥’
• 이데일리: “한중 관계 성숙해졌다…美·北 문제 상관없이 안정적"
• 뉴시스: 박병석 의장 창원 두산중공업 방문…가스터빈 시찰
• 뉴스토마토: "우린 친환경 에너지 기업"…대전환 꿈꾸는 포스코·두산
• 이투데이: 바이든 시대 본격 개막에…미소 짓는 두산밥캣
• 이투데이: [단독]헬리오시티, 입주 2년 만에 '집문서' 생긴다
• Power Engineering: New study: Energy pros optimistic for the sector’s prospects despite COVID-19
• reNews: China adds 72GW wind in 2020
• For Construction Pros: How Biden’s Blizzard of Day 1 Orders Impact Construction
• OilPrice.com: China Is Struggling To Keep Up With Electricity Demand
• OilPrice.com: Why Natural Gas Producers Are Betting Big On Hydrogen
• OilPrice.com: Major Oil Producers Insulated from Biden's Leasing Ban
• MIT News: Designing customized “brains” for robots
• 전자신문(P1): 현대차, 국내 최대 전기차 충전소 오픈
• 디지털데일리: 애플의 빗나간 예상...아이폰12, 미니보다 프로 '인기'
• Robotics & Automation News: Why We’re Still Decades Away From Self-Driving Cars
• Robotics Tomorrow: Talking to Machines - New Operating Concepts With Artificial Intelligence
• 로봇신문: [기획]뿌리산업, 제조로봇 보급 선도한다①
• 물류신문: 기획 / Post 코로나 시대, 물류에 COVID가 뜬다
• 물류신문: Part 2. COVID – On-line(온라인)
• 물류신문: Part 4. COVID – Innovation (혁신)
• 물류신문: Part 5. COVID – Delivery (배송)
• Nikkei Asia: Sumitomo enters 'green hydrogen' business in Australia
• Business Standard: Economy getting over pandemic, growth headed for 'glorious summer': RBI
• Business Standard: Farmers reject Centre's proposal to put farm laws on hold for 1.5 years
• Folha de S.Paulo: Brazil Asks India for Guaranteed Delivery Date of Vaccines against Covid
• Folha de S.Paulo: Brazilian Governors Attempt to Secure Vaccines on Their own after Successive Failures of Bolsonaro Governmen
• Jakarta Post: Indonesia plans $2b sukuk issue to fund infrastructure projects
• Jakarta Post: Palm oil prices may hit nine-year high in turbulent 2021
[Opinions]
• Project Syndicate(Chris Patten): Boris Johnson Must Change His Act
• Project Syndicate(Javier Solana, Eugenio Bregolat): Biden Can Pass His China Test
• Project Syndicate(Jan-Werner Mueller): All Quiet on the Populist Front?
• FT(Editorial Board): Covid congestion raises the spectre of inflation
• FT(Philip Stephens): The right answer to Xi Jinping is a one-China policy
• FT(Martin Sandbu): Bidenomics is off to a good start
• FT(Chris Giles): Mystery of the UK’s vanishing foreign-born workers
• FT(David Pilling): Unequal vaccine access will return to haunt the rich
• FT(Mohamed El-Erian): Crises facing Biden threaten to create vicious cycles
• FT(Lex): Glencore/Zambia: mine control
• FT(Lex): Vaccine storage: cold call
• WSJ(Daniel Henninger): Joe Biden’s Super State
• WSJ(Karl Rove): The Republican Future Starts Now
• WSJ(Sadanand Dhume): Trump Deepened Ties With India, Leaving New Challenges for Biden
• WSJ(Michael Segal): America Needs a National Identity Card
• WSJ(Robert D. Kaplan): Beijing Fills the Mideast Vacuum
• WSJ(Alan M. Dershowitz): No, You Can’t Try an Impeached Former President
• NYT(Editorial Board): Biden Bets on Unity
• NYT(Editorial Board): The World Deserves Answers From China
• NYT(Claudia Sahm): Biden Should Keep Stimulus Checks Flowing
• NYT(Ezra Klein): Joe Biden and Democrats Must Help People Fast
• NYT(Kara Swisher): America’s Caste System Is 400 Years Old. That Doesn’t Change Overnight.
• NYT(Justin Gillis): What Will Happen to Your Next Home if Builders Get Their Way?
• WP(Dana Milbank): A president replaced. A nation redeemed.
• WP(Karen Tumulty): Biden’s inauguration was abnormal. But he offered hope of a return to normalcy.
• WP(Marc A. Thiessen): Three steps Biden can take to restore unity
• WP(Greg Sargent): Democrats plan a multimedia impeachment trial — to keep GOP senators awake
• WP(Michael Gerson): In his speech, Biden helps us believe he can make our rusty system work
• WP(Alexandra Petri): Joe Biden is president now and everything has happened just as we were warned
• WP(Scott Levy, Nathaniel Zelinsky): The filibuster is here to stay. But this reform could ease Senate gridlock.
• Bloomberg(Bill Dudley): When the Fed Tapers, the Market Will Have a Tantrum
• Bloomberg(Noah Smith): Three Safeguards to Ease the Mind of $15 Minimum Wage Critics
• Bloomberg(John Authers): Markets, and the World, Have One Task for Biden
• Bloomberg(Liam Denning): Keystone XL Couldn’t Survive a Changed Climate
• Bloomberg(Matthew A. Winkler): Trump Flunked His Own Economics Test
• Bloomberg(Jonathan Bernstein): Professionalism Returns to the White House With Biden
• Bloomberg(Cass R. Sunstein): Was the Capitol Riot Sedition? Just Read the Law
• Bloomberg(Bobby Ghosh): Why Erdogan Can't Resist Railing Against Interest Rates
• Bloomberg(Joe Nocera): Biden Has a Once-in-a-Century Chance to Fix Capitalism
• Bloomberg(Taisu Zhang): China Needs to Tame Its Wolf Warriors
• CNN(Julian Zelizer): The people who saved America's democracy
• CNN(Bill McGowan, Juliana Silva): The perfect optics on Inauguration Day
• CNN(Olexander Scherba): Now America can inspire the world again
• Fox News(David Bossie): Biden must report to Congress in 40 days – what will he say?
• Fox News(Leslie Marshall): Biden's first 100 days – here's the bipartisan, united effort the nation can expect
• Reuters(John Kemp): Can Biden transform the U.S. energy system?
• Nikkei Asia(Kosuke Takahashi): Why the Tokyo Olympics must be canceled
• 문화(사설): 탈원전 선동 3년에도 국민은 갈수록 더 ‘原電 필요’
• 이데일리(이상훈): 코로나와 지구 온난화
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