Business Intelligence Monitor 210125

(Introduction)

[Markets]

•   Global: Weak data, earnings drag stocks lower; oil falls

•   한국: 코스피, 기관 매도에 0.6% 하락…개인은 1.6조 순매수

•   한국: 두산그룹주 다 올라, 두산퓨얼셀 11%대 두산 6%대 뛰어

•   한국: 정세균發 채권시장 요동…10년 만기 국고채 금리 年 1.758%, 1년來 최고

•   Metals: Copper slips as China's coronavirus outbreak raises demand fears

•   Grains: Soybeans lower on profit-taking; S. American rain

[Indicators]

•   US Dec. Existing home sales: U.S. Existing-Home Sales Reach Highest Level in 14 Years

•   US Jan. PMI: U.S. Business Activity Gains at Start of Year

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for 9th week in a row -Baker Hughes

•   US Q4 GDP Nowcast: Jan 22, 2021: New York Fed Staff Nowcast

•   Eurozone Jan. PMI: Bottlenecks and Lockdowns Test European Faith in a Recovery

•   UK Dec. Retail sales: UK retailers miss out on Christmas shopping boost

•   UK Jan. PMI: Brexit Slows Down Factory Deliveries, Hitting U.K. Economy

•   한국 2020년 항공교통량: 지난해 항공교통량 ‘반토막’… 하루 평균 1151대 운행

•   한국 12월 CLI: 증시 덕본 한국 경기선행지수…OECD중 최장기간 9개월 상승

•   Japan Dec. CPI: Japan's consumer prices fall at decade-fast pace

•   Japan Dec. Department store sales: Japan dept. store sales drop in 2020 to lowest in 45 yrs

•   Japan Dec. Supermarket sales: Japan supermarket sales grow 0.9% in 2020 for 1st rise in 5 yrs

•   Japan Jan. PMI: Japan's factory activity contracts as state of emergency weighs - PMI

•   Indonesia 2020 Fuel sales: Indonesia’s fuel sales see first decline in five years amid outbreak

[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: Fed Says All 12 Regional Bank Presidents Renominated to New Five-Year Terms

•   WSJ: Islamic State Claims Responsibility for Deadly Baghdad Bombings

•   WSJ: Biden’s Executive Orders Signal Collision Course With GOP

•   WSJ: U.K. Covid-19 Variant Could Be More Deadly, British Officials Say

•   WSJ: Anger at China’s Covid-19 Response Smolders in Wuhan

•   WSJ: Surging Grain Prices Fuel Surprise Farm Recovery

•   WSJ: Google Closes Loon, Its Plan to Use Balloons for Web Access

•   WSJ: Covid-19 Data Remain Mired in Inconsistencies

•   WSJ: Biden Signs Executive Orders to Boost Covid-19 Aid, Expand Worker Protections

•   WSJ: Biden Aims to Boost Covid-19 Vaccine Distribution by Using 1950s Law

•   WSJ: Yellen Approved for Treasury Chief by Senate Panel

•   WSJ: China Pushes for High-Level Meeting to Ease Tension With U.S.

•   WSJ: How Long It Will Take to Get Covid-19 Vaccines to Most Americans

•   WSJ: WHO Caught Between China and West on Frozen-Food Coronavirus Transmission

•   WSJ: China Overtakes U.S. as World’s Leading Destination for Foreign Direct Investment

•   WSJ: China Played Its Hand Well in 2020. Will It Keep Winning?

•   WSJ: Covid-19 Bill Negotiations Offer First Test of Biden’s Bipartisanship Renewal Effort

•   WSJ: New Coronavirus Variants Complicate the Battle Against the Pandemic

•   WSJ: Covid-19’s Financial Toll Mounts as Homeowners Keep Postponing Mortgage Payments

•   WSJ: Biden Team Promises New Look in Trade Policy

•   WSJ: Manufacturing Rebound Has Suppliers Struggling to Keep Up

•   WSJ: Stimulus Checks Emerge as Tool to Fill Gaps in Targeted Aid Programs

•   WSJ: India’s Covid-19 Vaccinations Get Off to Bumpy Start

•   WSJ: Biden’s ‘Buy American’ Plan Eyed Warily by Other Countries

•   WSJ: If It Looks Like a Bubble and Swims Like a Bubble...

•   WSJ: Bullish Stock Bets Explode as Major Indexes Repeatedly Set Records

•   WSJ: 100 Years of Robots

•   WSJ: Economy Week Ahead: Industry, GDP, Consumer Spending

•   NYT: Biden Orders Sweeping Assessment of Russian Hacking, Even While Renewing Nuclear Treaty

•   NYT: Senate Leaders Agree on Impeachment Trial Delay, Giving Biden Breathing Room

•   NYT: Pro-Navalny Protests Sweep Russia in Challenge to Putin

•   NYT: Divisions Harden in Senate as It Prepares to Receive Impeachment Article

•   NYT: How Democrats Planned for Doomsday

•   NYT: Fauci on What Working for Trump Was Really Like

•   NYT: Why the Covid Vaccine Rollout Is Not Enough to Curb Infections

•   NYT: Is President Biden Ready for the New Senate?

•   NYT: How Beijing Turned China’s Covid-19 Tragedy to Its Advantage

•   NYT: If Poor Countries Go Unvaccinated, a Study Says, Rich Ones Will Pay

•   NYT: Help With Vaccination Push Comes From Unexpected Businesses

•   WP: Austin confirmed as nation’s first African American defense secretary

•   WP: Christmas coronavirus surge better than some projections, but grim toll continues

•   WP: Biden’s covid relief plan struggles to get GOP support.

•   WP: Trump made 30,573 false or misleading claims as president. Nearly half came in his final year.

•   WP: Biden’s covid relief plan struggles to get GOP support.

•   WP: Fight over the rules grinds the Senate to a halt, imperiling Biden’s legislative agenda

•   WP: Biden is firing some top Trump holdovers, but that can be difficult

•   WP: Tests of President Biden's leadership, and the willingness of Republicans in Congress to cooperate, come quickly

•   WP: Trump jumps into a divisive battle over the Republican Party — with a threat to start a ‘MAGA Party’

•   WP: Vaccine supply hinders expanding beyond goal of 100 million shots, Biden health official says

•   WP: It is time once again to explain what the filibuster is and isn’t

•   WP: Why the pandemic has driven global shipping costs to record highs

•   FT: EU hit by delay to Oxford/AstraZeneca vaccine delivery

•   FT: Google threatens to shut search engine in Australia over news row

•   FT: What the US rejoining the Paris accord means for climate policy

•   FT: German green foundation joins efforts to complete Nord Stream 2

•   FT: The Russian activists continuing Navalny’s anti-corruption fight

•   FT: Kim Jong Un faces Covid dilemma of isolation or vaccination

•   FT: Japan insists Tokyo Olympics will go ahead despite pandemic

•   FT: ‘A massive second-half recovery’: Biden, China and the global economy

•   FT: VW posts €10bn profit in pandemic-ravaged year after late recovery

•   FT: Wockhardt: the company helping to vaccinate Britain

•   FT: Emerging markets attract $17bn of inflows in first three weeks of 2021

•   FT: China’s currency heads into Biden era on front foot

•   FT: Polish president calls on EU to step up sanctions on Russia

•   FT: Sweden to close border with Norway after Oslo locks down

•   FT: US executives brace for more corporate prosecutions under Biden

•   FT: Spanish government hails impact of furlough scheme

•   FT: Biden talks up transatlantic ties in first call with Boris Johnson

•   FT: SNP announces plans for second independence referendum

•   FT: Sturgeon vows to hold ‘legal’ second independence vote in Scotland

•   FT: Oil services companies signal worst is over for sector

•   FT: Italy’s Conte threatens to sue vaccine makers over delayed doses

•   FT: Britain’s hopes of a quick trade deal with US fade

•   FT: EU to seek more time to ratify trade deal with UK

•   FT: UK Covid lockdown starting to work, say scientists

•   FT: Nickel rally being fuelled by batteries ‘hype’, analysts warn

•   FT: Toshiba readmitted to top tier of Tokyo stock exchange

•   FT: The future of Europe will be institutionalised

•   FT: What effect will Biden stimulus plans have on Fed policy?

•   FT: Biden faces first foreign policy test with Russian balancing act

•   FT: The smiling ex-general who has become Indonesia’s ‘Mr Fixit’

•   FT: Slow vaccination rollout puts EU strategy under scrutiny

•   FT: Chuck Schumer: the man who must steer the Biden agenda

•   FT: Joe Biden: the new president seeks to heal a divided US

•   Bloomberg: Leaders of Vaccine Rollout Deliver Some of World’s Top Gains

•   Bloomberg: Indonesia Sees Risks to Growth on Virus Curbs, Natural Disasters

•   Bloomberg: Taiwan Orders up to 5,000 People to Quarantine in Virus Outbreak

•   Bloomberg: Donald Trump Is Unlikely to Get Another Davos Invite

•   Bloomberg: Shippers Saw a Need for Bigger Vessels. They Built Them Too Big

•   Bloomberg: Migrant Workers, Porous Borders Mar Southeast Asia Covid Recovery

•   Bloomberg: La Nina Roars, Unleashing Fire, Drought and Floods Worldwide

•   Bloomberg: EU Will Vow to Work Against Fossil-Fuel Investments Globally

•   Bloomberg: EU-U.S. Carbon Tax Proposed by German Greens to Restore Alliance

•   Bloomberg: Oil Industry Reels as Biden Targets Fossil Fuels in First Days

•   Bloomberg: Grantham Warns of Biden Stimulus Further Inflating Epic Bubble

•   Bloomberg: Germany Buys Covid Treatment Used by Donald Trump

•   Bloomberg: India’s Economy Shows Signs of Recovery as Virus Cases Decline

•   Bloomberg: Sunak’s Tax Choices to Fix U.K. Debt Range From Wealth to Fuel

•   Bloomberg: Macron and Biden Discuss NATO and Climate Change in First Call

•   Bloomberg: ECB Seeks New Gauges by March to Aid Pandemic Stimulus Plans

•   Bloomberg: Fed to Taper Asset Purchases in 2022 or Later, Say Economists

•   Bloomberg: Four Years of Crisis: Charting Iran’s Economy Under Trump

•   Bloomberg: Brazil Protests Call for Bolsonaro’s Ouster Amid Covid-19 Crisis

•   Bloomberg: Italy’s Conte Resisting Pressure to Resign as Senate Vote Looms

•   Bloomberg: Israeli Vaccination Drive Curbing Infection and Hospitalization

•   Bloomberg: U.S. Sees Record Single-Day Drop in Covid Hospitalizations

•   Bloomberg: EU’s McGuinness Warns City of London ‘Change is Coming’

•   Reuters: U.S. carrier group enters South China Sea amid Taiwan tensions

•   Reuters: Severe allergic reactions to Moderna vaccine appear rare: CDC report

•   Reuters: WHO panel to issue recommendations on Moderna vaccine next week

•   Reuters: Saudi Arabia expects 'excellent relations' with Biden administration

•   Reuters: Exclusive: Brazil's Vale, state government $2 billion apart on disaster settlement, source says

•   Reuters: Analysis: Vowing budget control, Brazil faces pressure to keep spending

•   Reuters: Analysis: As pandemic prolongs easing, BOJ warms to idea of wider band for yield target

•   CNN: History made: Renewable energy surpassed fossil fuels for European electricity in 2020

•   CNBC: Why international stocks could outperform U.S. markets in 2021

•   CNBC: Companies are racing to build digital passports for people to prove they’ve had the Covid vaccine

•   CNBC: SpaceX launches a ‘rideshare’ mission carrying 143 spacecraft, a record for a single launch

•   CNBC: Covid: UK health experts have advice for U.S. on fighting mutant variant

•   CNBC: Pfizer to supply up to 40 million doses of Covid vaccine to Covax global immunization program

•   CNBC: Nomura: Nio is 'heir apparent' in China's EV world, nearly 40% upside ahead

•   MarketWatch: Stock-market bulls brace for major gut check as earnings, Fed and GDP loom

•   MarketWatch: New-home construction activity soars to highest level in over a decade, as builders rush to produce single-family homes

•   Fox Business: Biden to reinstate COVID travel ban for most non-U.S. citizens: report

•   Fox Business: Biden’s ‘Buy American’ plan eyed warily by other countries

•   Axios: Exclusive: Biden to announce new personnel team

•   SCMP: Chinese embassy in US denies asking for talks about Biden-Xi summit

•   SCMP: China’s trade with US failed to meet phase-one deal targets last year, and 2021 is not expected to yield more success

•   SCMP: China’s small businesses in ‘urgent need’ of support to protect jobs and boost domestic demand, State Council says

•   SCMP: As US economic clout diminishes, China and Europe work to cut dollar reliance

•   SCMP: US-China relations: Biden rouses optimism among businesses in mainland manufacturing hubs

•   SCMP: China-EU investment deal allows for arbitration to settle disputes, documents show

•   SCMP: China’s provinces set confident economic growth targets for 2021

•   SCMP: China’s export hub Guangdong remains cautious on economic outlook after tough 2020

•   매경(P1): [단독] '공매도 금지國' 낙인땐 외국인 자금 썰물

•   매경: 공매도가 원흉? 테슬라 공매도세력 44조 '쪽박'

•   매경: 동학개미 눈치보던 당정 "공매도 3월재개 어렵다" 가닥

•   매경: "상장사 영업익 40% 상승예상…무차별 공매도습격 낮아"

•   매경(P1): [단독] '잠자는 50조' 퇴직연금, 운용사가 불려준다

•   매경(P1): 기업은 봉? 손실보상.연대기금.이익공유…줄줄이 입법

•   매경: 힘으로 밀어붙이는 與…"이름만 상생, 기업에 부담 떠넘기기"

•   매경: 쿠팡·배민 "우리만 돈 벌었다는 말 억울…이미 이익공유중"

•   매경: 與, 채무조정 요청권도 6월까지 법제화 추진

•   매경: CEO 처벌법령만 2205건…”한국 지사장은 힘든 자리”

•   매경: 다주택규제 '부메랑'…공무원도 관사에서 쫓겨났다

•   매경(P1): 부동산 큰손도 증시로 대이동

•   매경(P1): 與 잠룡들도 野 대표도 앞다퉈 재정확대 압박

•   매경: 이익공유제 원조 정운찬마저…"상생3법은 억지정책"

•   매경: 당정, 기금마련에 공적자금 동원도 검토

•   매경: 이재명 "재정 아끼려다 집단자살 방치"…홍남기, 회의 불참

•   매경(P1): [단독] '김정은 금고지기' 사위 2019년 한국 망명했다

•   매경: 백신 부작용 0.2% 불과…가벼운 통증은 정상반응

•   매경: 사재기 막자…대형마트, 金계란 '1인1판' 구매 제한

•   매경: [단독] "상가 판 100억으로 삼성전자·테슬라株 샀다"

•   매경: 시장서는 안된다는데…與 "공매도 금지 연장해야"

•   매경: "공매도 재개되도 대형株 주가 영향 없을 것"

•   매경: 쌍용자동차 새주인찾기 난항…협상시한 내 매각합의 불발

•   매경: "시장주의 안맞는 이익공유제…韓경제 가장 큰 적은 포퓰리즘"

•   매경: 외국인 투자기업 고용 '가뭄'…올해 확정 채용규모 162명뿐

•   매경: [CEO] 올해 280개 발전설비 국산화…원전, 안정적 전력공급에 필수

•   매경: [단독] 현대차, 을지로·송도에 전기차 충전소 짓는다

•   매경: 삼성본사 이전' 언급한 이재용 옥중회견문은 가짜였다

•   매경: 삼성전자 美공장 투자 7조 더?

•   매경: 갤럭시S21 이틀새 20만대…전작 대비 20%↑

•   매경: "거대기업 MS도 전원재택 성공…재택근무는 이미 예견된 미래"

•   매경: M&A 대출시장 연초부터 뜨겁네…대어잡기에 나선 금융사

•   한경(P1): 기업 M&A 장벽 낮춘다…'경쟁 사업자' 심사기준 완화

•   한경(P1): 상업용 부동산 대출도 옥죄나

•   한경: 이번엔 오피스 빌딩 대출 규제로 '은행 압박'

•   한경: 상장사들 "경제민주화가 경영 위험요인"

•   한경: 한국금융지주, 내년부터 대기업집단 지정대상서 제외

•   한경: [마켓인사이트] LG전자, 모바일사업부 매각 속도내나…법률자문 김앤장에 맡겨

•   한경: "ESG 전문가 모시자"…삼성·LG·SK, 사외이사 영입 전쟁

•   한경: 정치권도 ESG 관심…의제 선점 경쟁 나서

•   한경: 투기자본 요구 다 들어주는 게 좋은 지배구조?

•   한경: 태양광·수소로 전기 뽑아볼까…어디서? '서울 주유소에서'

•   한경(P1): 한국은행이 돈 찍어 '코로나 보상' 재원 대라는 與

•   한경: 재산권 무시한 與…"임대인만 손해 안봐, 30% 소급해 깎아줘라"

•   한경(P1): 공포가 잠식한 코로나 1년…인류는 '과학'으로 맞섰다

•   한경: 면역력이 치사율 갈랐다…확진 80대 5명 중 1명 사망 때, 20대 '0명'

•   한경: "확산 막는데 가장 효과적인 건 소모임 줄이기"

•   한경: 백신 나왔지만 아무도 모른다, 집단면역 형성할지…엔데믹 될지…

•   한경: 식약처 승인 치료제 '렘데시비르' 유일…셀트리온 등 15개 경쟁

•   한경: 영유아 사망 0명…아이들은 왜 가볍게 앓고 지나갈까

•   한경: 공매도가 '박스피' 주범?…5대 쟁점으로 풀어본 공매도 논란

•   한경: "적정가격 발견 효과" vs "외국인·기관 폭리"

•   한경: 공매도 기원은 17세기 네덜란드…한국선 1996년 본격화

•   한경: 親與 업체에 태양광 특혜' 관련 반론보도

•   한경: 증설이 '덫' 될라…美 반도체공장 10조 투자 '삼성의 딜레마'

•   한경: 이재용 재상고 포기할 듯…결단 내릴 '총수 부재' 변수

•   한경: 원화 실질가치 20개월來 최고…수출에 '복병'

•   한경: 연봉 넘는 고액 신용대출, '원금까지 나눠갚기' 의무화될 듯

•   한경: "반도체값 20% 올리겠다"…車업계 '울상'

•   한경: "주식 시장 거품 아니다"…증권업계 반박 나선 까닭

•   한경: LG이노텍, 차량용 '디지털 키 모듈' 개발

•   한경: 해운업계 경쟁 불붙었는데…일본·대만에도 밀리는 한국

•   한경: 다가오는 수소경제…연료전지 설비용량 8년새 10배 증가

•   서경(P1): "세계 1위 TSMC 잡아라"···삼성, 美에 100억弗 투자

•   서경: 삼성, TSMC와 '인텔 위탁생산' 진검승부···"파운드리 판 바꾼다"

•   서경(P1): 기대 반 우려 반···비트코인의 귀환

•   서경: 한방노린 '투기'서 대체자산 '투자'로···암호화폐 '게임의 룰' 바뀌나

•   서경: 잠재적 가치는 높다는데···전문가들이 본 암호화폐 미래는

•   서경: 디지털 화폐 발행부터 금융 거래·신원 확인까지···생활 속 파고드는 블록체인 기술

•   서경(P1): LG '佛 르노 배터리' 유력 파트너

•   서경: 르노와 '8년 동맹' LG···유럽서 '배터리 톱' 위상 굳히나

•   서경: 상위 1%가 배당소득의 70% 차지.. 부동산 이어 배당도 양극화

•   서경: 김용범 "공기업 채용 확대로 민간 빈자리 메울 것"

•   서경: 코로나19 백신 유통 'SK바이오사이언스'가 맡는다

•   서경: 양주 4% 폭등·제주마저 상승···‘영끌’했는데 집값 상투?

•   서경: 日외무상, 위안부 배상 판결에 "항소 안 한다"···1심 판결 확정

•   서경: 최태원號' 상의, 대정부 소통 구심점되나

•   서경: 새해 6.5兆 판 연기금...매도 여력 ‘2조+α’ 남았다

•   서경: "바이든 정부, 한미일 '대북협의체' 복원 나설 것"

•   서경(P1): [시그널] LG에너지솔루션 상장 속도낸다...이르면 8월

•   서경(P1): 車반도체 공급난에 가격인상까지···완성차 업체 비상

•   서경: 공급 대란' 최소 6개월 예상...車업계 재고 확보 '발등의 불' [車 반도체 일제히 가격 인상...완성차 비상]

•   서경: 현대硏 "원화 가치 10% 절상땐, 수송장비 이익률 3.8% 떨어져"

•   서경: 환경 정책·시장 확대···'수소株' 날아오른다

•   서경: [단독] 서울 아파트 절반 이상 9억 넘어···규제가 고가 확 늘렸다

•   조선(P1): 현장실습 고교생도 노조로... 민노총 도 넘은 勢불리기

•   조선: [단독] 산업부, 탈원전 반대 단체 동향 보고서까지 만들었다

•   조선: “친환경이 핵심 경쟁력”… 수소에 빠진 철강사들

•   조선: 정부 사업마다 불려간 은행들… 참다참다 “돈 못내겠다”

•   조선: 자영업자 비율 G7의 두배, 경제규모는 3분의1… 똑같이 지원하긴 역부족

•   조선: 한미 발표선 북핵 빠지고… 미일은 CVID·제재도 확인

•   조선: 내달 백신 1호 접종자, 미국처럼 간호사 검토

•   조선: 한파로 전력 수요 피크일 때, 태양광·풍력 발전량은 1%

•   조선: LG폰 철수하면 삼성 세상? 소비자들의 득실은...

•   조선: 바이든 시대 5대 수출 유망 분야는?

•   조선: ‘집콕’ 할거면 넓은 집에서… 서울 중대형 아파트 거래 한달새 배로

•   조선비즈: 한은 "바이든 부양책, 美국채 금리상승 여파 제한적일 것"

※   한국은행: 해외경제 포커스(제2021-3호)

•   조선비즈: [에너지 대전환] 셸런버거 “韓, 원전 없이 신재생으로 탄소중립 어렵다”

•   IT조선: [리뷰] 갤럭시S21 vs 아이폰12 카메라 성능 비교

•   중앙(P1): 문재인 정부 4년간 서울 아파트값 84%↑

•   중앙(P1): 인구 절벽 끝에 선 대한민국, 작년 ‘신생아 0’ 읍·면·동 43곳

•   중앙: 신생아 0, 0, 0 … 우리 마을이 사라진다

•   중앙: “2050년부터 매년 강남구 하나씩 사라져, 골든타임 10년”

•   중앙: ‘주가는 표와 직결’…정치, 개미군단에 휘둘린다

•   중앙: “대통령 주가 언급은 부적절, 부처 이견 조율할 리더십 부재”

•   중앙: 성 김, 오바마·트럼프 행정부 이어 또 북핵 조율한다

•   중앙: “미·중 대결 제도화 최악 상황 막아야”

•   중앙: “바이든, 동맹국에 책임 분담 요구할 것”

•   중앙(P1): "기재부 나라냐" 여권이 때리자, 홍남기는 '홍백기'가 됐다

•   중앙(P1): [단독]"정부 임기내 전작권 전환 버렸다, 대신 전환연도 확정"

•   중앙: 문 정부 대일 기조 달라졌다…“일본에 추가 청구 안 할 것”

•   중앙: "바이든·文정부 약간의 긴장 가능성···北, 그때 도발할 것"

•   중앙: [Deep & Wide] 삼성, 바이든에 일자리 선물? “미국 반도체 18조 투자 검토”

•   동아(P1): ‘코로나 지원 돈풀기’ 경쟁하는 與주자들

•   동아(P1): 강창일 “日이 낸 10억엔 활용, 위안부기금 논의를”

•   동아(P1): 반려동물 감염 국내 첫 확인… 기도원 고양이 확진

•   동아(P1): 백악관 “북핵 새 전략”… ‘다자 해법’ 수면 위로

•   동아: 美, 기존 대북정책 폐기 공식화… 靑 “트럼프 성과 계승”과 배치

•   동아: “변이 퍼지면 12월 악몽으로 돌아갈수도”

•   동아: 日 “위안부 피해배상 판결 시정하라”… 韓 “상처치유 노력 보여라”

•   동아: [단독]정세균-이낙연 ‘손실보상제’ 주도권 신경전

•   동아: 박범계 “원전수사 적절히 지휘 감독”… 지휘권 발동 가능성 시사

•   동아: 식지 않는 ‘빚투’… 마이너스통장 하루 2000개꼴 늘어

•   문화(P1): 코로나 확진 두달만에 최저… ‘거리두기 완화’ 기대감

•   문화: 1주 평균 ‘하루확진 300명대’ 눈앞… ‘2단계로 완화’ 기준 충족

•   문화: “작년 등교 52일뿐”… 힘 받는 ‘3월 정상수업’ 여론

•   문화: 지자체 ‘퍼주기식’ 재난지원금… 재정 파탄 우려

•   문화: 한전, 한전산업 인수 용역발주…‘反시장 逆민영화’ 시작됐다

•   문화: <세종관록>장·차관 모두에 ‘개혁 저항세력’ 몰이… 동네북 된 기재부, 직원들 사기 바닥

•   문화: 위기의 외국계 자동차 3사 회생신청 · 부품차질 · 희망퇴직

•   문화: 지방 미달·서울 태부족…공공주택 수급 불균형 심각

•   한국(P1): "재정 화수분 아니다"... 홍남기, 내각 서열 1위 정 총리에 우회 '반기'

•   한국: "최저임금 2배 올리는 바이든…한국 노동조건 강화 요구 가능성"

•   한국(P1): 3월 등교 확대 급물살?... 교육부 “초 1·2학년부터 등교 확대 검토”

•   국민: 팔 것은 다 판 두산, 신재생 에너지 기업으로 재도약할까

•   국민(P1): 정치의 금융 흔들기, 시장 시스템 탈난다

•   세계(P1): 전셋값 뛰고 분쟁 급증… 세입자 시름 깊어졌다

•   세계: “괴담은 과학 못이겨… 원전 안전 확신”

•   경향(P1): 코로나 잡는 골든타임 21:00 ‘폐점 시계’…자영업 잡는 데드타임

•   경향(P1): ‘모바일 철수 위기’ 바람 앞에 선 LG전자…협력업체는 ‘폭풍 전야’

•   머니투데이(P1): 공급 늘리려다 집값만 뛸라..'초강력' 투기방지 대책 나온다

•   머니투데이(P1): 전세계가 반도체 '기근'…삼성 '30조+α' 쏟아붓는다

•   머니투데이: "70세까지 고용 보장"…'LG 점거'로 불 붙은 정년연장

•   머니투데이: 삼성전자, 코로나19 뚫고 베트남서 휴대폰 수출 20억대 돌파

•   MTN: [단독](주)두산에 남겼던 퓨얼셀 미 법인, 퓨얼셀 품으로

•   더벨: 두산건설은 분당 신사옥에 입주할 수 있을까

•   헤럴드경제(P1): 삶 깊숙이 들어온 AI로봇…인류와의 ‘완벽한 공존’은 가능한가 [헤럴드 뷰]

•   헤럴드경제: LG “로봇이 타주는 커피, 드셔볼래요?”

•   파이낸셜뉴스(P1): 단기알바 늘리던 정부, 이번엔 공기업 떠민다

•   파이낸셜뉴스(P1): SK 청주 LNG발전소, 지역 반발에'첫삽'도 못떴다

•   파이낸셜뉴스: 눈덩이처럼 불어난 가계빚...잠재부실 우려 '고조'

•   파이낸셜뉴스: "돈 풀어야" "화수분 아냐" 논쟁하는 사이… 몸불리는 나랏빚 [돈의 빛과 그림자]

•   파이낸셜뉴스: 탄소중립·AI·비대면 기술 등 글로벌 표준 '패권경쟁' 치열

•   파이낸셜뉴스: ‘4분기 어닝시즌’ 상장사 영업익 50% 상승 예상

•   파이낸셜뉴스: 중국 전기차 시장 급성장… 맥 못추는 ‘한국 배터리 삼총사’

•   파이낸셜뉴스: 3기신도시 공급, 2기보다 4년9개월 앞당긴다

•   아시아경제(P1): [단독] OECD "올해 韓 잠재성장률 2.33% 역대최저"

•   아시아경제: 韓잠재성장률 또 역대최저…'일 할 사람' 주는데 산업활력도 바닥

•   아시아경제: 현대차·기아, 애플 업고 자동차업계의 TSMC 꿈꾸나

•   디지털타임스(P1): 삼성 반도체 영업익, `빅3` 가운데 꼴찌…성장정체 우려

•   디지털타임스(P1): 日 수출규제 1년 반…`소부장 독립`은 아직

•   이데일리(P1): [스마트공장시대 활짝-상]①코로나 백신 주사기, 생산량 2.5배 '껑충'

•   이데일리: [스마트공장시대 활짝-상]②자동생산 넘어 '다품종 맞춤생산'..질적 고도화 원년

•   이데일리: [스마트공장시대 활짝-상]③'멘토' 삼성·SKT 등 대기업도 통큰 지원

•   이데일리: [스마트공장시대 활짝-상]④"생산성 향상 위해 데이터 관리 등 지원해야"

•   이데일리(P1): 2030 코로나백수 151만명…법대생에 코딩 배우라는 일자리대책

•   이데일리: 취업문 막히고 알바마저 끊겼다…벼랑끝 내몰리는 2030

•   이데일리: 104만개 재정일자리에도 2030 고용대란…정부 “청년대책 추가 발표”

•   이데일리: 일자리 없어 빚으로 버티는데…결혼·출산마저 포기한 코로나시대 2030

•   이데일리: "방역이 관건인데"…수출 호조에 커지는 `V자형` 회복 기대감

•   이데일리: 삼성전자 실적발표에 쏠린 시선…TSMC와 '파운드리 전쟁' 가열

•   이데일리: '로봇' 키우는 구광모…LG 클로이 살균봇, ‘Best of CES’서 이목끌어

•   연합: 수소경제 확산에'…작년 연료전지 전력거래량 54% 급증

•   연합: 일 없어서 일시 휴직한 사람, 지난해 37만명 '역대 최대'

•   뉴스핌: [Tech 스토리] 탄소 순 배출량 '제로', 가능할까요

•   뉴스1: 시총 10위권 대기업들 줄줄이 실적발표…코로나 첫해 성적은?

•   이투데이: [그린 지정학] ① G2, 바이든 시대 개막에 기후변화 주도권 경쟁 본격화

•   이투데이: [그린 지정학] ② 기후변화 리더십 탈환 노리는 바이든의 미국

•   이투데이: [그린 지정학] ③ 중국의 전략은 ‘주객전도’

•   아주경제: 제조산업, 로봇으로 꽃 피운다

•   더구루: 동서발전, 태백 가덕산 풍력발전 2단계 투자 시동

•   뉴스투데이: “중국에서 올해 건설시장 규모 확대가 굴삭기 판매량을 견인”

•   일요신문: ‘끝날 때까지 끝난 게 아니다’ 두산 캐시카우 매각설 왜 또?

•   한스경제: [이슈분석] 탄소중립 광폭행보 '한수원’...소형원전 추진 위한 포석?

•   한국은행: 해외경제 포커스(제2021-3호)

•   민중의소리: ‘착한 임대인’ 두산의 두 얼굴...코로나로 임대료 못낸 상인들 ‘집 가압류’ 압박

•   블로터: [넘버스]수소 시대 '퍼스트 무버' 한국퓨얼셀이 준 교훈

•   경남일보: 허성무 시장, 두산重 기술개발 국회 도움 요청

•   reNews: EU urged to act swiftly on new climate goal

•   에너지경제: "탈원전 추진 쉽지 않네"…원전 이용률 文 정부 들어 ‘최대’

•   에너지경제: 작년 LNG 수입, 코로나에도 3년 연속 4천만 톤 유지

•   에너지데일리: “전기차 가격, 2025년 내연기관차와 같아진다”

•   대한경제: 국내 車 생산 16년만에 최저…조선ㆍ정유업계 ‘수주절벽’

•   OilPrice.com: Will Venezuela Go To War Over Oil?

•   OilPrice.com: How Hydrogen Could Power The Ultimate Battery

•   OilPrice.com: Why Decarbonization Could Make Strategic Sense For Oil Majors

•   OilPrice.com: How Climate Change Increased The Need For Fossil Fuels In 2021

•   OilPrice.com: IHS Predicts A Record Year For Renewables In 2021

※   IHS Markit: Solar Surges by 30%, 10 GW Milestone for Offshore Wind and Exponential Growth for Hydrogen – Among IHS Markit’s Top Clean-Tech Trends for 2021

•   MINING.com: CHART: US spending less on electric cars than three years ago - MINING.COM

•   MINING.com: China covid-19 outbreak halts copper price rally - MINING.COM

•   CNET: Galaxy S21: Samsung copies Apple again, and both Android and iPhone fans suffer

•   전자신문: LCD 가격 급등…프리미엄 TV 보급 앞당긴다

•   Phone Arena: Samsung could launch flagship and mid-range Exynos chips with AMD GPUs earlier than expected

•   Phone Arena: Honor moves on from Huawei as it signs deals with Qualcomm, Intel, and others

•   Robot Report: What the FAA’s landmark approval means for commercial drones

•   로봇신문: [특집]로봇기업 신년 계획 ① ㈜유진로봇

•   로봇신문: 中 지난해 산업용 로봇 생산량 23만 7000대...역대 최고치 경신

•   로봇신문: 한국로봇산업진흥원, 5G기반 로봇실증센터 오는 2022년 완공

•   Nikkei Asia: Japan Inc. slashes investment plans 2.9% in face of pandemic

•   Nikkei Asia: Taiwan asks TSMC and other chipmakers to help ease global crunch

•   Nikkei Asia: New US defense chief reaffirms commitment to Senkaku islands defense

•   Nikkei Asia: China fires opening salvo at Biden, making coast guard quasi-military

•   Nikkei Asia: K-shaped recovery complicates world economy amid pandemic

•   Nikkei Asia: Toyota accepts staff from halted aircraft factories of Mitsubishi Heavy

•   Nikkei Asia: SoftBank's plan to sell Arm to NVIDIA is hitting antitrust wall around the world

•   Nikkei Asia: IOC chief Bach floats possibility of no fans at Tokyo Games

•   Nikkei Asia: Tokyo Olympics confront new doubts with 6 months to go

•   Nikkei Asia: Japan last in line as nations press ahead with vaccination

•   Nikkei Asia: Tokyo girl suspected as first local case of UK coronavirus strain

•   Nikkei Asia: Panasonic's ultracold carrier holds COVID vaccines at minus 70 C

•   Nikkei Asia: Japan tourism subsidies linked to COVID surge, study finds

•   Nikkei Asia: China passes US as top Japanese export buyer, topping 20%

•   Mainichi: Japan retains economic view in Jan. despite 2nd virus emergency

•   Japan Times: Toyota group beefs up development of fuel-cell vehicle parts

•   Economic Times: Chinese loan Apps: India cracks down on China-backed fintech lenders in the country

•   Economic Times: India, China maintaining close communication on next round of military talks: MEA

•   Economic Times: Protesting farmer leaders allege conspiracy to kill 4 of them, disrupt tractor rally

•   Economic Times: Delhi: Farmer unions' meeting underway to reconsider govt proposal to put farm laws on hold

•   Business Standard: Govt to impose a permanent ban on some Chinese apps including TikTok

•   Folha de S.Paulo: Manaus Collapse and Vaccination Fumbles Strengthen Legal Basis for Bolsonaro's Impeachment

•   Folha de S.Paulo: India Greenlights Covid-19 Vaccine Exports to Brazil

•   Moscow Times: Russian Nord Stream 2 Pipe-Laying Ship Arrives off Denmark

•   Jakarta Post: Small enterprises expect further slowdown this year

[Opinions]

•   Project Syndicate(Robert Skidelsky): History at the Barricades

•   Project Syndicate(Josep Borrell, Werner Hoyer): Europe Must Become a Global Climate Power

•   Project Syndicate(Anne-Marie Slaughter, Emily Lawrence): The US and China Must Cooperate in Space

•   Project Syndicate(Shlomo Ben-Ami): The End of Liberal Diplomacy

•   FT(Editorial Board): Joe Biden and US allies need a joint approach to China

•   FT(Editorial Board): It is not the time for Britain to raise taxes

•   FT(Editorial Board): The Republican party after Donald Trump

•   FT(Martin Wolf): Post-Brexit UK will need all its growth engines firing

•   FT(Rana Foroohar): Joe Biden and the ‘great rebalancing’

•   FT(John Gapper): Electric vehicles need to arrive as fast as vaccines

•   FT(Tony Barber): Europe’s far right is often its own worst enemy

•   FT(Michael Mackenzie): Wall Street eyes China despite continued tensions with US

•   FT(Jonathan Ford): The problem with Britain’s electrical ups and downs

•   FT(Merryn Somerset Webb): Markets love the colour of Biden’s money

•   FT(Leo Lewis): Samsung is set to emerge stronger from scandal

•   FT(Victor Mallet): Brexit brings a diet of false promises to Parisian gourmands

•   FT(Anne-Marie Slaughter): Joe Biden’s US must act like a new leader, not a returning one

•   FT(Tom Braithwaite): Forget the ‘beginning of the end’, Covid is a permawar

•   WSJ(Holman W. Jenkins, Jr.): Trump’s Worst Virus Failure

•   WSJ(Kimberley A. Strassel): Joe Biden’s Inaugural Purge

•   WSJ(Peggy Noonan): America Emerges Disunited but Intact

•   WSJ(Mary Anastasia O’Grady): Biden’s Chance to End Border Chaos

•   WSJ(David Asman): Regeneron’s Antibody Miracle for Covid-19

•   WSJ(Keith E. Whittington): Yes, the Senate Can Try Trump

•   NYT(Editorial Board): Hong Kong Crackdown Is an Early Test for Biden

•   NYT(Paul Krugman): The Corrupt, the Clueless and Joe Biden

•   NYT(David Brooks): The Case for Biden Optimism

•   NYT(Ross Douthat, Michelle Goldberg): The 46th: Joe Biden to the Rescue (Plan)

•   NYT(Peter Wehner): The End of Trump Can Be the Beginning of America

•   NYT(Colin P. Clarke): A New Era of Far-Right Violence

•   WP(Editorial Board): No, President Biden has not already renounced ‘unity’

•   WP(Editorial Board): A state and local aid package can help Congress overcome the red-blue divide

•   WP(Editorial Board): President Biden is starting on the right foot with Russia

•   WP(Editorial Board): Rich countries’ ‘me first’ vaccine hoarding is leaving behind low-income nations

•   WP(Catherine Rampell): Right on schedule, Republicans pretend to care about deficits again

•   WP(Max Boot): Biden must act to save Navalny’s life — and hopes of freedom in Russia

•   WP(Jennifer Rubin): Republicans’ recalcitrance on the economy is risky

•   WP(Jennifer Rubin): Biden’s approach to covid-19: Flood the zone

•   WP(George T. Conway III): Donald Trump’s new reality

•   WP(Fareed Zakaria): 100 million is too few. Biden should aim higher on vaccinations.

•   WP(James Downie): Republicans’ tendentious two-step

•   WP(Fred Hiatt): Pence and McConnell helped save democracy — after helping to endanger it

•   WP(Ruth Marcus): First, exhale. Then pray for Biden. He’s going to need it.

•   WP(Jonathan Alter): The best-case scenario for Biden’s first year

•   WP(Philip Bobbitt, Richard Danzig): Is impeachment the right instrument to punish Donald Trump?

•   WP(Katherine A. Foss): The blueprint for Biden to create a successful coronavirus vaccination campaign

•   Bloomberg(Niall Ferguson): History’s Lesson for Biden: Stuff Happens

•   Bloomberg(Daniel Moss): Trumpism, Economically Speaking, Is Here to Stay

•   Bloomberg(Noah Smith): U.S. Doesn't Need Europe's Help in China Trade War

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Was 46

•   Bloomberg(Liam Denning): Green Stimulus Is Here Already. It Just Wasn’t Planned

•   Bloomberg(Julian Lee): Wanted: A Pipeline for Unloved Oil

•   Bloomberg(Gary Shilling): Don't Bank On the Glut of Savings Being Spent

•   Bloomberg(Jonathan Bernstein): McConnell Just Wants to Make Democrats Sweat

•   Bloomberg(Cass R. Sunstein): Biden Chooses a Pragmatic Path for Regulation

•   Bloomberg(Francis Wilkinson): Biden Won, But Democracy's Fate Is Still Uncertain

•   Bloomberg(Eli Lake): Biden’s First Foreign Policy Blunder Could Be on Iran

•   Bloomberg(Tobin Harshaw): Biden, Diplomacy and the U.S. Place in the World

•   Bloomberg(Therese Raphael): Can 500 Pounds Convince People to Self-Isolate?

•   Bloomberg(Ferdinando Giugliano): Rich Versus Poor, the Global Gap Is Narrowing

•   Bloomberg(Pankaj Mishra): Biden Faces Trump Acolytes Abroad, Too

•   Bloomberg(Tim Culpan): TSMC Can Breathe Easy. Intel Will Keep Making Chips

•   Bloomberg(Elisa Martinuzzi, Marcus Ashworth): New York Gains From the City of London's Pain

•   Bloomberg(Eric Balchunas): Five Reasons the SEC Should Approve Bitcoin ETFs

•   Bloomberg(Aaron Kesselheim): To Ensure Access to Covid Vaccines, Demand a Fair Price

•   CNBC(Frederick Kempe): Xi is positioning China as the world's indispensable economy

•   CNN(Anthony Scaramucci, Brett Messing): Believe it or not, bitcoin has become a good long-term investment

•   CNN(Juliet Brodie, Larisa Bowman): The eviction ban should remain in effect long after the pandemic is over

•   CNN(Douglas Heye): If there's anyone who can reach a deal, it's Joe Biden (opinion)

•   MarketWatch(Mark Hulbert): The S&P 500 won’t even keep up with inflation in the next 10 years, this accurate indicator shows

•   MarketWatch(Brett Arends): No, you don’t have to worry about inflation—not yet

•   Fox News(Justin Haskins): Biden destroys jobs, raises energy costs by imposing radical environmental policies

•   Fox News(Chuck Grassley): Don't let Biden, Democrats exploit COVID to enact liberal laundry list

•   Reuters(Mike Dolan): Vaccine races and currency wars

•   Reuters(John Kemp): Biden’s net zero plan would require much deeper, faster decarbonisation

•   한경(한상춘): 바이든·포스트 코로나 시대…'중심축 국가'가 뜬다