Business Intelligence Monitor 210201

(Introduction)

[Markets]

•   Global: Silver jumps, stocks slide as social trading roils market | Reuters

•   한국: 코스피 3% 급락하며 3,000선 내줘…조정장 문턱

•   한국: 외국인 1주새 5.8조 순매도…'코스피 3000 붕괴' 전문가 의견은

•   한국: 한발 늦은 '빚투' 동학개미, 반대매매 공포

•   한국: 韓개미들 일주일새 10조 순매수…삼성전자·LG화학 등 대형株 집중

•   한국: 두산그룹주 약세, 두산중공업 7%대 두산퓨얼셀 두산밥캣 6%대 하락

•   한국: 국고채 장단기 금리차 80bp 육박...10년 만에 최대

•   Metals: Copper under pressure from higher dollar, stocks support | Financial Post

•   Grains: GRAINS-Corn holds firm near 7-1/2-year high on continued China purchases | Successful Farming

•   DRAM: D램 고정가 8개월만에 반등…반도체 슈퍼사이클 신호탄

[Indicators]

•   US Dec. PCE: U.S. Household Income, Savings Rose at End of Last Year - WSJ

•   US Dec. Pending home sales: U.S. Pending Home Sales Fall as Elevated Prices Slow Momentum

•   US Weekly Rig count: U.S. oil and gas rig count rises in January for sixth month: Baker Hughes | Reuters

•   US Q1 GDP Nowcast: Jan 29, 2021: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 5.2 percent — January 29, 2021

•   Germany Q4 GDP: Robust exports help Germany dodge economic contraction in fourth quarter | Reuters

•   China 2020 Coal production: China maintains ample, stable coal production in 2020 - Global Times

•   China Jan. PMI: Growth in China's services sector slows in Jan - official PMI | Reuters

•   한국 12월 산업활동: 작년 산업생산 2000년 이후 첫 감소…12월엔 트리플 증가(종합2보) : 네이버 뉴스

•   한국 12월 주택인허가: 서울 공급부족 계속된다…주택인허가 11년만에 최저

※   매경: 공급선행지표 빨간불…3년뒤 집값 더 문제

•   한국 12월 미분양주택: 패닉바잉에 미분양도 동 났다... 17년 만에 최저치

•   한국 1월 아파트 전세거래: 수억 뛴 '배짱 매물'만 수두룩…전셋집 있어도 못 들어갔다

•   한국 1월 주택가격 동향(KB): 서울 집값 더 오른다… 매매가격 전망지수 또 상승

•   Japan Dec. Industrial production: Japan's industrial output fell 10% to 7-year low in 2020 amid pandemic | The Japan Times

•   Japan Dec. Employment: Japan's youth worst hit by country's COVID job losses in 2020

•   India Dec. Core industry production: Eight core industries' output contracts 1.3 per cent in December 2020 - The Economic Times

•   India Jan. GST collections: GST collections surge to record ₹1.2 L-cr in January | Hindustan Times

•   Vietnam Jan. Balance of trade: Việt Nam's January exports up 50.5 per cent year-on-year - Economy - Vietnam News | Politics, Business, Economy, Society, Life, Sports - VietNam News

•   Vietnam Jan. FDI: Việt Nam's foreign investment tops $2b in January, down 62% - Economy - Vietnam News | Politics, Business, Economy, Society, Life, Sports - VietNam News

•   Taiwan Q4 GDP: Taiwan’s growth outpaces China for first time in three decades | Financial Times

•   Chile Dec. Mining production: Chile’s Mining Production Index falls in December - MINING.COM

[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

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

[News]

•   WSJ: Robinhood Raises $1 Billion to Meet Surging Cash Demands

•   WSJ: Keith Gill Drove the GameStop Reddit Mania. He Talked to the Journal. - WSJ

•   WSJ: J&J Covid-19 Vaccine Was 66% Effective in Late-Stage Study - WSJ

•   WSJ: J&J’s Covid-19 Vaccine: How Effective Is It and When Will It Be Available? - WSJ

•   WSJ: Repeal of State-Tax Deduction Cap Pitched for Covid-19 Relief Bill

•   WSJ: Cuomo Says New York City’s Indoor Dining Can Restart Feb. 14

•   WSJ: After Scripted Rollouts of Executive Orders, Biden’s Task Gets Harder

•   WSJ: Suspected Russian Hack Extends Far Beyond SolarWinds Software, Investigators Say

•   WSJ: Covid-19 Cases Decline in Nursing Homes, Offering Hopeful Sign for Vaccines - WSJ

•   WSJ: Ten GOP Senators Push Biden for Smaller Covid-19 Relief Package

•   WSJ: Vaccination Delays Put Global Rebound at Risk

•   WSJ: Don’t Bank on Covid-19 Killing Off Cash Just Yet - WSJ

•   WSJ: What’s Driving Everything From a Market Frenzy to an Embrace of U.S. Deficits? Magical Thinking.

•   WSJ: Covid-19 Safety Measures, Supply Constraints Crimp Manufacturers

•   WSJ: CDC to Require Masks on All Forms of Public Transportation

•   WSJ: GameStop Frenzy Puts Spotlight on Trading Giant Citadel Securities

•   WSJ: GameStop and AMC’s Stocks Are on a Tear, but Their Businesses Aren’t

•   WSJ: Melvin Capital Lost 53% in January, Hurt by GameStop and Other Bets

•   WSJ: Markets Look Like They’re in a Bubble. What Do Investors Do Now? - WSJ

•   WSJ: Gambling? In the Stock Market? I’m Shocked.

•   WSJ: Economy Week Ahead: Factories, GDP, Employment

•   WSJ: Caterpillar Flags Signs of Recovery Amid Slack Demand - WSJ

•   WSJ: Exxon, Chevron CEOs Discussed Merger

•   WSJ: Apple’s Privacy Change Will Hit Facebook’s Core Ad Business. Here’s How. - WSJ

•   WSJ: Government ‘SWAT Team’ Is Reviewing Past Startup Deals Tied to Chinese Investors

•   NYT: G.M. Announcement Shakes Up U.S. Automakers’ Transition to Electric Cars - The New York Times

•   NYT: Vaccine Rollout Gives U.K. a Rare Win in the Pandemic

•   NYT: Biden Wants the Biggest Stimulus in Modern History. Is It Too Big?

•   NYT: U.S. Airstrike Kills Top ISIS Leader in Iraq

•   NYT: Former U.S. Climate Leaders Press Biden on Amazon Deforestation

•   NYT: Macron Tells Biden That Cooperation With U.S. Cannot Be Dependence

•   NYT: Violence May Delay U.S. Troop Withdrawal From Afghanistan

•   NYT: Biden and Top Economic Officials Stress Urgency of More Pandemic Aid

•   NYT: How Trump’s Focus on Antifa Distracted Attention From the Far-Right Threat

•   NYT: How the Search for Covid-19 Treatments Faltered While Vaccines Sped Ahead - The New York Times

•   NYT: The Silicon Valley Start-Up That Caused Wall Street Chaos

•   NYT: Copying Roosevelt, Biden Wanted a Fast Start. Now Comes the Hard Part.

•   NYT: As Protests Grip Russia, Putin Critics of Many Stripes Rally Around Navalny

•   NYT: China to Stop Recognizing Special U.K. Passports for Hong Kongers - The New York Times

•   NYT: Fact-Checking Biden’s First Week in Office - The New York Times

•   NYT: Ghosts of 2009 Drive Democrats’ Push for Robust Crisis Response - The New York Times

•   NYT: Democratic Party Enters 2021 in Power — and Flush With Cash, for a Change - The New York Times

•   NYT: When Ted Cruz and A.O.C. Agree: Yes, the Politics of GameStop Are Confusing - The New York Times

•   NYT: As Virus Variants Spread, ‘No One Is Safe Until Everyone Is Safe’ - The New York Times

•   NYT: As Biden Plans Global Democracy Summit, Skeptics Say: Heal Thyself First

•   NYT: Russia Protesters Defy Vast Police Operation as Signs of Kremlin Anxiety Mount

•   NYT: In Russia, Economic Slump Erodes Consensus That Shielded Putin - The New York Times

•   NYT: France closes its borders to all countries outside the E.U. as cases rise. - The New York Times

•   NYT: Trump Parts Ways With Five Lawyers Handling Impeachment Defense - The New York Times

•   WP: House Democrats building elaborate, emotionally charged case against Trump - The Washington Post

•   WP: Why America is ‘flying blind’ to the coronavirus mutations racing across the globe

•   WP: Russia's opposition roars on social media as Putin's allies plod along on state TV - The Washington Post

•   WP: Coronavirus mutations threaten to extend pandemic - The Washington Post

•   WP: 10 days of struggle: Inside Biden’s early coronavirus vaccine effort - The Washington Post

•   WP: Coronavirus updates: Experts urge faster vaccinations and efforts to curb spread in response to virus variants

•   WP: Senate leaders Schumer and McConnell agreed on a power-sharing deal. Why were they arguing about the filibuster? - The Washington Post

•   FT: EU regulator approves Oxford/AstraZeneca vaccine for all adults | Financial Times

•   FT: Shortage of coronavirus shots heaps pressure on European leaders

•   FT: Johnson spurns flag waving as UK sets global pace with vaccines

•   FT: EU clamps down on Covid vaccine exports

•   FT: Chinese warplanes simulated attacking US carrier near Taiwan

•   FT: Covid travel restraints disrupt China’s new year festival

•   FT: EU faces global criticism over curbs on vaccine exports

•   FT: European retailers face goods shortages as shipping costs soar

•   FT: Companies consider writing Hong Kong out of legal contracts

•   FT: UK applies to join trans-Pacific trade group

•   FT: EU reverses course after Irish border curbs for vaccines trigger uproar

•   FT: Ursula von der Leyen feels the heat over vaccine exports hiccup | Financial Times

•   FT: Johnson and Sunak draw up plans for post-Covid recovery

•   FT: Johnson urged to review deal on Northern Ireland trade

•   FT: What has changed one month after the UK fully exited the EU?

•   FT: Did US labour market begin rebounding after a grim December?

•   FT: Brazil frontrunner for Speaker vows to pursue Bolsonaro’s economic agenda

•   FT: India’s reversal of markets-based policies will hinder recovery

•   FT: Saudi Arabia lays down Dubai challenge by luring multinationals

•   FT: EU pledges vaccine controls will not hit UK supplies

•   FT: Bubble fears grow as China fund launches attract huge inflows

•   FT: Lift lockdown once most vulnerable are vaccinated, urges senior Tory

•   FT: Tory activists hope for Covid ‘bounce’ if curbs are lifted

•   FT: Europe’s major economies outstrip gloomy forecasts in fourth quarter

•   FT: Vietnam rushes to contain outbreak of more contagious Covid variant

•   FT: Europe falls further behind US and Asia in 5G rollout

•   FT: Independence vote ‘irrelevant’ to most Scots, says Johnson

•   FT: Creditors of Chinese conglomerate HNA begin bankruptcy proceedings | Financial Times

•   FT: Hedge funds rush to get to grips with retail message boards | Financial Times

•   FT: Alexei Navalny protests breathe new life into anti-Putin feeling

•   FT: India: has the Covid pandemic started to burn itself out?

•   FT: Biden’s first week: flurry of executive orders and frustrations of governing

•   FT: ‘This is the way’: the Reddit traders who took on Wall Street’s elite

•   FT: Biden shows his hawkish side on China

•   FT: Corporate Italy lashes out at ‘disconnected’ Covid recovery plan

•   FT: Cabling Africa: the great data race to serve the ‘last billion’

•   Bloomberg: Trump’s Trade Deal With China Is ‘Under Review,’ White House Says

•   Bloomberg: The Citadel Link: What Ken Griffin Has to Do With GameStop

•   Bloomberg: The Reddit Army Bailout: Desperate Companies Get New Lifelines

•   Bloomberg: A Reddit Army Descends on Hedge Funds Chained by Risk Models

•   Bloomberg: Virus Controls Undercut China’s Holidays, Economic Recovery

•   Bloomberg: Five Key Numbers Investors Must Watch in India’s Budget

•   Bloomberg: Philippines to Receive 5.6 Million Vaccine Doses This Quarter

•   Bloomberg: China to Better Enforce Antitrust Law to Curb Unfair Competition

•   Bloomberg: Vietnam Stays on Same Policy Path With Party Chief’s Re-election

•   Bloomberg: Pfizer or Sputnik? Race to Inject Prompts Calls for Choice

•   Bloomberg: China’s Zero-Tolerance Covid Tactics Now Include Anal Swabs

•   Bloomberg: Latest Covid Surge Appears to Flame Out Even in Worst Hot Spots

•   Bloomberg: Biden’s Stimulus Risks Giving Money to People Who Won’t Spend It

•   Bloomberg: More Older Americans Stay on the Job. Working From Home Helps

•   Bloomberg: U.K. Vaccine Plan On Track After EU Export Spat, Truss Says

•   Bloomberg: S. Africa Weighs Lifting Alcohol Ban as Covid Cases Ease: News24

•   Bloomberg: German Economy Minister Proposes Scaling Back State Holdings

•   Bloomberg: A Month on From Brexit, U.K. Firms Are Being Slowly Ground Down

•   Bloomberg: SMIC Says Securities Removed From U.S. OTCQX Market

•   Bloomberg: BOE Unlikely to Cut Rates Below Zero in Near Term, Survey Shows

•   Bloomberg: Fed’s Kaplan Expects ‘Enthusiastic’ Debate on Taper Timing

•   Bloomberg: ECB’s Makhlouf Says Rate Cut Isn’t Warranted At This Point

•   Bloomberg: OPEC+ Sees Almost Full Compliance With January Oil-Supply Cuts

•   Bloomberg: ECB More Worried About Inflation Being Too Low, Schnabel Says

•   Bloomberg: Push to Go Electric Could Wipe Out Japan’s Cheap Microcars

•   Reuters: COVAX to ship enough shots for 3% of poor countries' populations in H1 - WHO | Reuters

•   Reuters: Myanmar military allays coup fears, says it will protect constitution | Reuters

•   Reuters: Xi says China should make contingency plans for "black swan" and "grey rhino" events | Reuters

•   Reuters: Fresh data show toll South African virus variant takes on vaccine efficacy | Reuters

•   Reuters: Novavax expects to produce 150 million vaccine doses per month as early as May: CEO | Reuters

•   Reuters: Taiwan to discuss supply chains with U.S. next week amid auto shortage | Reuters

•   Reuters: China's Xiaomi files legal complaint against U.S. Defense, Treasury ban | Reuters

•   Reuters: China's first Hualong One nuclear reactor starts commercial operation | Reuters

•   Reuters: Navalny, WHO and Thunberg among nominees for Nobel Peace Prize | Reuters

•   Reuters: Exclusive: U.S. lobby group urges India not to tighten foreign e-commerce rules | Reuters

•   Reuters: Exclusive: China gene firm providing worldwide COVID tests worked with Chinese military | Reuters

•   Reuters: Exclusive: Italy G20 presidency to push for debt relief, new IMF drawing rights | Reuters

•   Reuters: Fact check: Vaccine company did not say it is better to fight COVID-19 than get the vaccine | Reuters

•   Reuters: Analysis: A tulip by another name? 'Gamestonk' and the case for investor caution | Reuters

•   Reuters: Analysis: To the brink and back on GameStop - Wall Street vs Reddit | Reuters

•   CNN: Analysis: Hedge funds bitching about Reddit can cry me a river - CNN

•   CNBC: Carbon capture technology: Why we aren’t further along

•   CNBC: Dr. Scott Gottlieb: J&J Covid vaccine trial yields very good result

•   SCMP: China’s top diplomat Yang Jiechi expected to call for end to Trump-style policies in address to American audience | South China Morning Post

•   SCMP: WHO investigators visit Wuhan seafood market as search for origins of coronavirus continues

•   SCMP: Will a new road between China and Pakistan lead to a military boost against India? | South China Morning Post

•   SCMP: China may seek to close nuclear gap after US and Russia agree to extend New START treaty

•   SCMP: Coronavirus: what if vaccines aren’t enough for herd immunity? | South China Morning Post

•   SCMP: Four of China’s costliest cities scramble to knock a real estate bull run off its pace amid fear of risk and bubbling debt

•   SCMP: China’s state-led economy makes it clear for foreign firms: you’re either OK with regulatory requirements, or you’re out | South China Morning Post

•   SCMP: China’s service sector recovery takes another hit as new coronavirus outbreaks cast pall over Lunar New Year consumption, travel | South China Morning Post

•   SCMP: China GDP: coronavirus helped Chinese economy trim US$1 trillion from gap with US in 2020 | South China Morning Post

•   SCMP: China-Australia relations: Beijing may feel pressure to lift coal bans amid dearth of steel materials | South China Morning Post

•   SCMP: Beijing bank regulator orders crackdown on illegal property loans | South China Morning Post

•   Global Times: China gives 24m COVID-19 doses, adverse effect rate no higher than flu shots

•   매경(P1): 분양가 묶어놓곤 층간소음 답 없다

•   매경: "AI·빅데이터로 인류문제 해결…백신접종도 여기 달렸다"

•   매경: 브렌데 WEF이사장 "바이든-시진핑 5월 싱가포르서 첫 대면 가능성"

•   매경: [미디어 리더 리포트] 구글이 본 미래…"10년뒤 퀀텀컴퓨터 실생활 활용"

•   매경: 中企 구출 대작전' 산업은행 1조원 쏜다

•   매경: 빚투·영끌족 후덜덜…신용대출 0.49%포인트 급등

•   매경: 기재부 인재 또 떠난다…이번엔 공수처로 이직

•   매경: 현대차, 세계 첫 플라잉카 공항 '에어원' 英서 건설 참여

•   매경: 주식고수 박세익 "코스피 3150 넘은 후론 고객자금 안 받았다"

•   매경: "1·2인가구 급증…수도권 50만가구 부족"

•   매경(P1): [단독] 정세균 "획기적 고밀도 주택공급대책 내겠다"

•   매경: [단독인터뷰] 정세균 "공매도, 개인손해 못본척해선 안돼…제도 개선후 재개할 것"

•   매경(P1): 동학개미 새해 삼성전자 10조원 넘게 샀는데…수익률은 -5.7%

•   매경: '고령자 효능 논란' 아스트라…韓, 1일 전문가 검증 발표

•   매경: LG·SK 소송' ITC 결정이 분수령…美민사소송땐 합의조건 더 까다로워져

•   매경: "우리 지역구 배터리공장 지키자" 美정치권도 LG·SK 편갈려

•   매경: 판사탄핵·北원전…2월국회 시작부터 막혔다

•   매경: 돈 풀기에도 세계경제 회복 주춤…두번째 충격땐 감당 못해

•   매경: 손정의 소프트뱅크 회장 "2년내 자율주행차 대량생산 시작"

•   매경: 지멘스 CEO "머신러닝이 향후 5년 제조업 키워드"

•   매경: [단독] "필요한 땐 안돌아가네"…'청개구리' 제주 풍력발전

•   매경: 일자리 전망, 반도체 '맑음' 조선 '흐림'

•   매경: "일단 만들고 보자"…동학개미 빚투에 '마통' 개설 두배 늘어

•   매경: "얼마나 심하길래"…불황상품 1t트럭도 안 팔렸다

•   매경: 최태원 '딥 체인지', SK 넘어 재계화두로

•   매경: 동학개미 22조 샀는데…셀트리온 -12%, 현대차 -11%

•   매경: 서학개미, 하루새 게임스톱 주식 600억 팔아치웠다

•   매경: 무너진 삼천피, 전고점 회복은 언제하나?

•   매경: 이번주 '특단'의 주택대책…주상복합 용적율 크게 올릴 듯

•   매경: "반도체·車·철강·화학株 주목하라"…전문가 증시 전망

•   매경: 반도체 슈퍼사이클이라는데…'십만전자' 가능할까

•   한경(P1): SK이노, 헝가리 '배터리 3공장' 짓는다

•   한경: 공장부터 짓고 보자…유럽서 불붙은 한·중·일 '배터리 삼국지'

•   한경(P1): 가계빚 축소 위해 국가부채 더 늘리자는 與

•   한경: 국채 더 찍어 가계 살린다?…"외환위기 가능성 커질 수도"

•   한경: 제프리 삭스 "부양책으론 위기 못 끝내…美 백신보급 속도에 경제회복 달렸다"

•   한경: "에휴, 이놈의 규제…'1평 창고' 짓다가 범법자 될라"

•   한경: 美개미들 다음 타깃은 셀트리온?…투자자들 술렁이는 이유

•   한경: 상장 앞둔 카카오모빌리티, 새 투자자 구글·칼라일 '탑승'

•   한경: LG스마트폰 인수 후보 찾느라 진땀빼는 IB들

•   한경: 문재인 대통령도 가입한 뉴딜펀드는 '재탕 펀드'?

•   한경: 택배노조 총파업 철회…30일부터 업무 복귀

•   한경(P1): 수시채용 시대 '진짜 스펙'은 전문성…취업전략 다시 짜라

•   한경: 막오른 수시채용 시대…삼성은 정기공채 유지하는 까닭

•   한경(P1): 선거철 개미표 의식했나…공매도 금지 3개월 연장 '가닥'

•   한경(P1): 최태원, 2월1일 차기 대한상의 회장 추대

•   한경: "대한상의 위상 더 높아진다"…최태원, 4대 그룹 총수 첫 수장

•   한경: 대리도 임원급 연봉 '파격 대우'…LG AI연구원은 달랐다

•   한경: 서로 경쟁하고 가르치고…스스로 진화하는 AI

•   한경: "젊은층 '벼락거지' 만든 집값 대책…당장 거래세부터 낮춰야"

•   한경: "목표는 북핵 완전 제거"…바이든 측근이 밝힌 새 대북전략

•   한경: 삼성바이오·네이버…외국인·기관 '큰손' 슬그머니 사들였다

•   한경: 급등락 장세, 증권사들 타깃…"올해 실적 확 뛸 이것 쏴라"

•   한경: 1년 수익률 140%…서학개미가 열광한 ETF '3대 키워드'

•   한경: "미래차는 달리는 IT기기"…현대차 '새로운 생태계'에 주목

•   한경: 전기차·배터리만 ESG 투자?…'착한 기업'에 올라타라

•   한경: 도봉도 넘었다…서울 25개 구 모두 10억원 시대

•   한경: 삼성전자 M&A 타깃은 車반도체…NXP·TI·르네사스 '유력'

•   한경: 韓, 배터리전기차 수출 세계 4위

•   한경: 화웨이 빈자리 꿰찬 中BBK…삼성보다 스마트폰 많이 팔았다

•   서경(P1): 바이든 취임 며칠 됐다고···한미동맹 곳곳서 삐걱

•   서경: 바이든 강력한 대북압박 강조...文, 대화 고집땐 외톨이 될수도

•   서경(P1): 쌍용차 내달 P플랜 제출···HAAH서 2.5억弗 수혈

•   서경: HAAH 자금동원 능력 의문...채권자 절반 동의 받을지도 미지수

•   서경: 쌍용차 운명 쥔 産銀, 추가 자금지원할까

•   서경(P1): [시그널] 국민연금, ESG 명분으로 사외이사 파견 졸속 추진

•   서경: [시그널] '2년 논의' 가이드라인 무시...이틀 전 덜컥 사외이사 추진 꺼내

•   서경(P1): LG전자 영업익 사상 최대···SK하이닉스도 5조원 넘어

•   서경: LG전자 4분기 매출 첫 18조 돌파···'상고하저' 징크스 깼다

•   서경: 'D램·낸드 양날개' SK하이닉스, 올 영업익 10조 넘봐

•   서경: [단독] 꼬마빌딩 거래 첫 10조 돌파...3040 큰손, 주택 안 샀다

•   서경: 올들어 송파·마포 집값 상승 1·2위···'노도강' 외곽 제쳤다

•   서경: 삼성전자 '갤럭시 S21' 전세계 출시···"온·오프서 맘껏 체험하세요"

•   서경(P1): 퍼주기 입법' 폭주···제동장치가 없다

•   서경: 소부장, 克日 이어 탄소중립 앞장선다

•   서경: "정부지출이 민간 '구축'.. 작년 두차례 추경 4.2조 순손실"

•   서경: 적자 수렁' 한국GM·르노삼성···"쌍용차 사태 남의 일 아냐"

•   서경: 몸 사리는 개미...'빚투' 사흘 연속 감소

•   조선(P1): 北원전 건설 문건… 野 “이적행위” 靑 “북풍공작”

•   조선: “국내 탈원전 밀어붙이는 정부, 北원전 건설 추진했다면 모순”

•   조선: 文대통령, 김정은과 회담때 ‘발전소 USB’ 건넸다

•   조선: 文-金 도보다리 회담 17일뒤, 산업부 ‘北원전 문건’ 만들었다

•   조선: 문건 저장해둔 폴더 pohjois는 핀란드어로 ‘북쪽’

•   조선(P1): 美국방부 “한반도보다 훈련이 중요한 곳 없다”

•   조선(P1): 지자체 7조 재난지원금, 5조는 피해 상관없이 나눠줬다

•   조선(P1): [단독] 산업부 ’北 원전’ 문건에 ‘DMZ 원전 건설 방안’ 등 담겼다

•   조선: 靑 “北에 USB 줬지만 원전의 ㅇ자도 없었다” 野 “원전게이트, 누구 지시로 극비 추진했나”

•   조선: [단독] 백운규 등 4인방, 감사 진행 중이던 작년 2월 청와대에 구명 편지 작성

•   조선: “원전은 위험” 신한울 중단해놓고… 北에 송전하려 건설 재개?

•   조선: 김정은, 文 만난후 ‘원전’ 수차례 언급… 미국과 틀어진 후 공개발언서 사라져

•   조선: [단독] 대북 경수로, 이자만 7561억원 내고, 상환 부담액 2조2995억원 남아

•   조선: IT·식음료·바이오 선방… 300대 기업 60%가 작년 이익 늘었다

•   조선: 중소기업은 84% “코로나 타격”… 양극화 심해져

•   조선: 개미들 “악!” 올해 쓸어담은 10종목 다 마이너스네

•   조선: “석유사업 축소” “이사 바꿔라”… ESG 잣대에 떠는 에너지공룡들

•   조선: 하이닉스 “왜 삼성보다 성과급 적냐” 삼성 반도체는 “왜 TV보다 적냐”

•   조선비즈: LNG냐, 수소·암모니아냐… 선박도 차세대 연료 경쟁

•   조선비즈: 경기 지표로 본 코로나 경제 위기 3대 키워드...청년실업·마이너스 생산·디플레

•   조선비즈: 野 "北원전문건 삭제를 박근혜가 지시? 구치소에서 신내림 받았나"

•   조선비즈: 삼성전자 ‘만년 2인자’로 남나…세계 1위 애플에 밀리고, 인텔에 치이고

•   조선비즈: 2월이 마지막 기회… 전세난 부채질할 입주가뭄 시작된다

•   조선비즈: [세종풍향계]홍 부총리 장기집권에 과장들 동작그만?…뒤숭숭한 기재부 인사시즌

•   조선비즈: 전경련 "韓 전문인력 확보 경쟁력, 5년 뒤 中에 추월당할 위기"

•   IT조선: [400만 전기차 잡아라] ①전기차 시대, 브랜드 전쟁 시작

•   중앙(P1): 미·중 패권 격돌 속 ‘반도체 대전’ 불붙었다

•   중앙: 미국, 화웨이·SMIC에 첨단 장비 수출 규제…중국 ‘반도체 굴기’ 싹 잘라 패권 유지 전략

•   중앙: 일 반도체, 통 큰 투자 이끌 오너 리더십도 국가 전략도 없었다

•   중앙: “한국 반도체, 기술 초격차로 중국 따돌리고 대만에 맞서야”

•   중앙(P1): 월성 원전 조기 폐쇄, 산업부서 개입 정황

•   중앙(P1): “우리 행사 사찰한거냐” 탈원전 반대 단체 반발

•   중앙(P1): 실업급여 중독? 5년간 5번 퇴직 1만명이 478억

•   중앙: 서울 인구 빨아들인 1기 신도시 분당·일산…3기 신도시는?

•   동아(P1): 개미군단 ‘공매도 대첩’… 韓美증시 판 뒤흔들다

•   동아: 韓 동학개미 - 美 로빈후드의 반격… 정치 이슈로 번진 ‘공매도’

•   동아(P1): [단독]식약처도 아스트라 고령층엔 접종제한 검토

•   동아: [단독]아스트라 고령층 사용제한 결정땐, 백신접종 일정 차질 우려

•   동아: 與, 4차 재난지원금 지급 대상서 봉급생활자는 제외 검토

•   동아(P1): 설날 따로사는 가족 5인이상 못 모인다

•   동아(P1): 화이자 백신 6만명분 이달 중순 도입

•   동아: [단독]백신, 문진표 작성→진찰 거쳐 접종… 30분 이상반응 관찰뒤 귀가

•   동아: “4대째 장사하며 이런 불황 처음”… 백년가업도 ‘코로나 눈물’

•   동아: 공포지수 치솟은 1월… 개미들 26조원 순매수

•   동아: “올해 수출 7% 늘 것… 코로나 충격 내년 탈출”

•   문화(P1): “BH와 原電협의 내용 삭제하라” 산업부 파일 ‘靑개입 은폐’ 정황

•   문화: 삭제문건 곳곳 ‘산업부-靑 긴밀협의’… 靑이 컨트롤타워役 흔적

•   문화(P1): “바이든 - 스가 통화 때 위안부·징용판결 의견교환”

•   문화: 美의회 ‘대북전단법 청문회’ 곧 윤곽… 文정부 총력 방어전

•   문화: “한미동맹 균열, 바이든 시대에도 계속될 것”

•   문화: ‘4大 불안요소’ 안고가는 접종계획…“올해안에 완료 어렵다”

•   문화: 10년간 배당성향… 선진국 50%>신흥국 36%>한국 24%

•   한국(P1): [단독] 현대차-SK, 20조원 규모 전기차 배터리 동맹

•   한국(P1): 트럼프 이어 바이든도 中 포위 '쿼드' 동참 압박... 한국 고민 깊어지나

•   국민(P1): 비상금 통장까지 올인… ‘기본소득’ 불안한 실험

•   국민(P1): 산업부 “北 원전지원, 2018년 아이디어 차원 검토”

※   산업부: (참고자료)북한 원전 건설 추진 논란 관련 산업통상자원부 입장

•   서울: 檢, ‘월성 원전 핵심’ 백운규 이번 주 영장 청구할 듯

•   세계: “한국 원전, 2025년에도 가장 저렴한 발전원”

•   한겨레(P1): 기후위기 본격 덮친 2020년…태풍·호우 피해만 1조2500억원

•   머니투데이(P1): 영면에 든 현대家 1세대…2·3세 경영 가속화

•   머니투데이(P1): "쌍용차 수혈 없으면 줄도산 현실화"…협력사, 산은과 담판

•   머니투데이(P1): 아직 통화도 못한 韓·美정상…"누구편 설 건가?" 묻는 美·中

•   머니투데이: 5G 가입자 1200만명 육박…갤S21 효과 "올해도 달린다"

•   머니투데이: 게임스톱發 변동성 커진 증시…2월은 다를까

•   헤럴드경제: 세계 최대 ‘M16 팹’ 6월 본격 가동…첨단공정으로 승부수 [SK‘미래투자’로 성장 궤도]

•   파이낸셜뉴스(P1): 코로나 손실보상, 때 놓칠라… ‘특별지원’으로 신속 추진

•   파이낸셜뉴스(P1): 주총 벼르는 국민연금.. 상장사, 3월이 두렵다

•   파이낸셜뉴스: "추경 산정기준 해마다 제각각… 연도별 비교 어렵다"

•   파이낸셜뉴스: 모든 산업 중심에 AI… ‘사업구조 리노베이션’ 합종연횡 시작됐다 [AI가 바꾸는 세상]

•   파이낸셜뉴스: "디지털 뉴딜 통해 AI 융합서비스 발굴"… 얼마나 빨리 산업에 적용하느냐가 관건

•   파이낸셜뉴스: 격해지는 부처 간 영역다툼… 정책결정 앞서 '대놓고 신경전'

•   파이낸셜뉴스: 신재생연료 혼합의무화 비율 단계적 확대

•   아시아경제(P1): 특공'에 치인 무주택 4050의 눈물

•   아시아경제(P1): [금요스토리]"3~4월 4차 유행 온다"…전문가들 경고

•   아시아경제(P1): 대기업 배당 늘리며 親주주 정책 강화

•   아시아경제: '선입선출' 원칙 깨진 청약제도…'장기가입+무주택자=청약당첨' 신뢰 붕괴

•   아시아경제: "분양대박 vs 무주택"…회의론 커지는 '분양가상한제'

•   아시아경제: 홍 부총리, 기재부 떠나는 고위공무원에게 이례적 감사패 수여

•   아시아경제: "곳곳에 구멍…3~4월 4차 유행 온다" 전문가들 경고

•   아시아경제: [2021 新꼰대 리포트]"듣기 싫어? 그래도 들어야"…꼰대, 그들도 할말 많다

•   아시아경제: 전기차 대중화 '성큼'…굿바이! 내연車

•   아시아경제: 한국에너지공단, 우즈벡 노후발전소 현대화 사업 수주

•   디지털타임스(P1): 재원은 모르쇠… 2년 연속 1분기 추경

•   이데일리(P1): 보험사도 ‘배당 자제령’…금융당국, '주주권한 침해' 논란

•   이데일리: "국내 기업 58%만 설 상여금 지급 계획 있다"

•   이데일리: "주택공급 확대로 성장 기대"…건설株 목표가 '줄상향'

•   이데일리: 中광둥성, 韓 GDP 넘었다…후베이성 제외 모두 플러스 성장

•   이데일리: "일자리 없다고 잡일할수도"…2030 취포자 30만명 '사상최대'

•   이데일리: 당국압박·주주 반발 사이 낀 금융사들 '난감'

•   이데일리: 외화보험 정말 안전할까'...환율 출렁이자 日 판매 중단도

•   이데일리: 배터리 3사, 전기차 시대를 맞는 자세는 '닥공' 투자

•   연합: 현대중공업그룹, 내주 두산인프라코어 인수 본계약 체결할 듯 : 네이버 뉴스

•   연합: 2월 두산중공업 주식 4천410만주 '의무보유' 해제 : 네이버 뉴스

•   연합: 한국경제 선방했지만…"양극화·고용부진 해결 시급" 한목소리 : 네이버 뉴스

•   뉴스1: "원전 확대해야" 2년반만에 14%→25% 늘어…'축소' 29%

•   일요시사: 교보증권-두산중공업, 바로세움3차 수상한 밀월 내막

•   일요시사: ‘바로세움3차’ 두산중공업-유령투자자 연결고리 추적

•   reNews: Siemens Gamesa mulls building US blade factory

•   FuelCellsWorks: Hydrogen Valleys: A European Idea Going Global - FuelCellsWorks

•   에너지경제: [이슈분석] '빛’ 든 태양광산업의 ‘그늘’...중소업계는 ‘벼랑’

•   에너지경제: [단독] 한수원, ‘삼중수소유출 보도’ 포항MBC 언중위에 중재 신청

•   KHL: Sustained recovery projected for construction industry

•   대한경제: 서울發 리모델링 열기, 전국으로 번진다

•   대한경제: 수도권 신규택지 관심 집중… 20만~30만가구 공급 쏟아지나

•   OilPrice.com: Electricity Market Set For A Major Rebound | OilPrice.com

•   MINING.com: Tesla hit by battery shortage amid rallying lithium, cobalt, nickel prices - MINING.COM

•   CNET: I paid Apple $69 to replace my 3-year-old iPhone battery. Here's what happened

•   MIT News: How will Covid-19 ultimately impact climate change?

•   전자신문(P1): 파운드리 '공급 부족-가격 압박'...전자산업 전반에 악영향

•   전자신문: 코로나 1년, 국내기업 80% '피해 호소'..3·4분기에 정상화 기대

•   ZDNet Korea: 애플은 애플카를 만들지 않을 수 없다 - ZDNet korea

•   디지털데일리: 무선데이터 트래픽 10년만에 24배 증가…5G 시대 증가속도 더 빨라진다

•   디지털데일리: 삼성D-LGD, 아이폰 ‘진검승부’ 예고…中 BOE는 변수

•   Phone Arena: Samsung Galaxy Z Fold 3 could arrive as early as May - PhoneArena

•   Robotics & Automation News: Lidar sensor makers choose Nvidia Drive for development

•   Robotics & Automation News: Teradyne and Syntiant partner to ‘significantly shorten time to market’ for new AI chips

•   로봇신문: IFR, 한국 로봇 밀도 전세계 2위 유지 - 로봇신문사

※   IFR: Robot Race: The World´s Top 10 automated countries

•   물류신문: 정부, ‘실수는 없다’ 코로나19 백신 보관·유통 체계 공개

•   Nikkei Asia: Who's calling at this hour? What Biden's call to Suga tells us

•   Nikkei Asia: Eclipsed by Chinese rivals, Panasonic quits solar cells and panels

•   Nikkei Asia: Tokyo considers trials of parasite drug for COVID-19

•   Nikkei Asia: Over 400,000 flee Tokyo in 2020 coronavirus exodus

•   Nikkei Asia: Zero-carbon ESG investing in Japan wins Nippon Life as big backer

•   Nikkei Asia: Suga stresses determination to host Tokyo Olympics in Davos session

•   Nikkei Asia: 'Stakeholder capitalism' rises as likes of Sony and Mahindra commit

•   Mainichi: Bank of Japan member calls for more flexibility in controlling long-term rates

•   Economic Times: Ignore rating agencies, focus on healthcare: Economic Survey 2021 highlights - The Economic Times

•   Economic Times: India reaping 'lockdown dividend' by saving lives and livelihood: Eco Survey - The Economic Times

•   Economic Times: Economic Survey underlines infrastructure's foundational impact on an economy - The Economic Times

•   Economic Times: Economic Survey bats for big expansion of govt spending - The Economic Times

•   Economic Times: Economists divided over Economic Survey's projections - The Economic Times

•   Economic Times: Sitharaman's 'Economic Vaccine' coming on Monday; will Budget 2021-22 go beyond 'bahi-khata'? - The Economic Times

•   Economic Times: Govt offer on farm laws still stands; phone call away for talks: PM Modi in all-party meeting

•   Business Standard: Any new tax in budget could hurt India's recovery, warn economists | Business Standard News

•   Business Standard: Budget to be seen as part of mini budgets of 2020, says PM Narendra Modi | Business Standard News

•   Business Standard: RBI may not tinker with key rate, will keep accommodative stance: Experts | Business Standard News

•   Business Standard: India's rural demand seen ebbing in 2021-22, urban may come to the rescue | Business Standard News

•   Hindustan Times: Coal India output likely to slip 4 per cent in January after months of growth

•   Folha de S.Paulo: Brazil Is The Worst country in Managing the Pandemic, According to Analysis by 98 Governments

•   Folha de S.Paulo: Biden Laughs after Questioned about Potential Phone Call with Bolsonaro

•   Moscow Times: Pandemic Pushed Russians’ Household Finances to Decade Low - The Moscow Times

•   Jakarta Post: Indonesia eyes 6 percent growth in non-oil and gas exports after turbulent year

•   Jakarta Post: Indonesia drops in graft index for first time in Jokowi presidency

•   Viet Nam News: Housing market to have brighter prospect this year: experts - Economy - Vietnam News | Politics, Business, Economy, Society, Life, Sports - VietNam News

•   Myanmar Times: Myanmar approves new investments in energy and other sectors | The Myanmar Times

[Opinions]

•   Project Syndicate(Elizabeth Drew): Joe Biden’s Surprises

•   FT(Editorial Board): No quick fixes for Joe Biden in the Middle East

•   FT(Editorial Board): The wave of populism shaking Wall Street

•   FT(Editorial Board): Global co-operation is needed to beat the virus

•   FT(Editorial Board): New rules can help to reboot the UK stock market

•   FT(Rana Foroohar): ‘Buy American’ isn’t bad, it’s necessary

•   FT(John Gapper): Give us liberty to buy those foreign cheeses

•   FT(Martin Sandbu): Europe’s digital economy needs analogue wings to fly

•   FT(Michael Mackenzie): Short sellers face the rage of an army of small traders

•   FT(Merryn Somerset Webb): Reddit investors’ real power is over Wall Street’s future behaviour

•   FT(Tim Harford): Covid-19: how close is the light at the end of the tunnel?

•   FT(Urjit Patel): India’s reversal of markets-based policies will hinder recovery

•   FT(Andrew Wilson): Now is the time for a detailed plan for Scottish independence

•   FT(Sinan Ulgen): A path for Joe Biden to reset US relations with Turkey

•   FT(Pilita Clark): Too many boardrooms are climate incompetent

•   FT(Tom Braithwaite): The next big green IPO — with shades of grey

•   FT(Claer Barrett): Time to blow up problem debt

•   FT(Claire Jones): Crackdown on Ant Group will be echoed elsewhere

•   FT(Lex): Robinhood/GameStop: off target

•   FT(Lex): Asia stock frenzy: margins for error

•   WSJ(Holman W. Jenkins, Jr.): GameStop Was an Enjoyment of Crowds - WSJ

•   WSJ(Andy Kessler): Behind the Bitcoin Bubble - WSJ

•   WSJ(Mary Anastasia O’Grady): How AMLO Is Like Venezuela’s Chávez - WSJ

•   WSJ(Jon Hartley): Need Discount Debts? Try 50-Year Bonds

•   WSJ(Philip Hamburger): The Constitution Can Crack Section 230

•   NYT(Editorial Board): How Many Americans Are Homeless? No One Knows

•   NYT(Paul Krugman): The G.O.P. Is in a Doom Loop of Bizarro

•   NYT(Nicholas Kristof): Biden’s Nightmare May Be China

•   NYT(Jamelle Bouie): I’m Not Actually Interested in Mitch McConnell’s Hypocrisy

•   NYT(Adam Finn, Richard Malley): Opinion | Get One Covid Vaccine Dose to Everyone Most Likely to Die - The New York Times

•   NYT(Ezra Klein): Opinion | Talking With Paul Krugman About the Pandemic Economy and More - The New York Times

•   WP(Editorial Board): Opinion | In GameStop mania, there are no good guys or bad guys - The Washington Post

•   WP(Editorial Board): Opinion | It seemed the GOP might show some self-respect. Now it’s crawling back to Trump. - The Washington Post

•   WP(Catherine Rampell): It’s not progressive to give money to the rich

•   WP(George F. Will): Opinion | It still doesn’t make sense to impeach and convict Donald Trump - The Washington Post

•   WP(Josh Rogin): Opinion | Alexei Navalny wants Biden to sanction Putin’s cronies - The Washington Post

•   WP(Colbert I. King): Opinion | Democrats have prevailed, but Trumpism is still here. We can’t be complacent. - The Washington Post

•   WP(Marco Rubio): China is exploiting U.S. capital markets and workers. Here's what Biden should do. - The Washington Post

•   WP(Amber Petrovich): Opinion | Why we cannot and will not stop with GameStop - The Washington Post

•   WP(Vladimir Kara-Murza): Alexei Navalny may be in jail, but he’s helping to give birth to a new Russia

•   WP(Sebastian Mallaby): Opinion | The good guys in the GameStop story? It’s the hedge funds and short sellers. - The Washington Post

•   WP(Alex Royt): The Gamestop bubble is an age-old financial craze with a modern twist - The Washington Post

•   WP(Jackson Diehl): Trump left U.S. democracy in shambles. Biden has to build it back.

•   Bloomberg(Bloomberg Opinion): J&J’s Vaccine Results Are In. So What’s the Verdict?

•   Bloomberg(Mohamed A. El-Erian): What Happens Next in the GameStop Showdown?

•   Bloomberg(Daniel Moss): Q&A on Suga's Tanking Approval Rating, Covid, U.S.-Japan Ties Under Biden - Bloomberg

•   Bloomberg(Noah Smith): Take Heart, Doomscrollers, America's on the Way Back

•   Bloomberg(Mac Margolis): As Covid-19 Kills More Brazilians, Bolsonaro’s Presidency Lives On

•   Bloomberg(John Authers): GameStop Isn't a History Lesson, It's a Syllabus

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Was 30

•   Bloomberg(Andy Mukherjee): India Must Spend, But Can’t Ignore Taper Tantrum

•   Bloomberg(Shuli Ren): AMC's Disgraced Chinese Owner Wins Big in the GameStop Frenzy

•   Bloomberg(Julian Lee): Saudi Arabia's Oil Fears Look Well Founded

•   Bloomberg(Nir Kaissar): Don’t Derail Small Investors Because of GameStop Furor

•   Bloomberg(Chris Bryant): Why Reddit Loves Elon Musk, Cathie Wood and Chamath Palihapitiya

•   Bloomberg(Karl W. Smith): The Booming Market Strengthens the Case for Stimulus

•   Bloomberg(Jonathan Bernstein): Biden Is Pretty Popular, But Not Off the Charts

•   Bloomberg(Eli Lake): The Genocide Label Complicates Biden’s China Policy

•   Bloomberg(Tobin Harshaw): America Can Be Great Again, Even After Trump

•   Bloomberg(Lionel Laurent): Vaccine Trade Wars Have Just One Winner: Covid-19

•   Bloomberg(Clara Ferreira Marques): Vladimir Putin Sends a Gloomy Postcard From Davos

•   Bloomberg(Matthew Yglesias): Biden’s Bipartisanship Will Work Only If It’s Quiet

•   CNBC(Frederick Kempe): Biden must draw red lines against China and focus on Xi Jinping’s authoritarian leadership

•   CNN(Jim Parrott, Mark Zandi): Opinion: Biden's stimulus plan can save millions of struggling renters - CNN

•   CNN(Frida Ghitis): Opinion: The forces driving the GameStop rebellion - CNN

•   CNN(Julian Zelizer): Opinion: McConnell's defense of the filibuster is a farce - CNN

•   CNN(Kent Sepkowitz): Opinion: What do we really know about the new Covid-19 variants? - CNN

•   MarketWatch(Mark Hulbert): Opinion: Why short-sellers dumping GameStop puts Reddit followers and other day traders at greater risk - MarketWatch

•   MarketWatch(Lawrence A. Cunningham): Opinion: That shoeshine boy with stock tips is now on Reddit and Robinhood — and this bubble will burst like all the others - MarketWatch

•   MarketWatch(Sanjiv Das): Opinion: Home sales during the pandemic are strong and buying will only get easier - MarketWatch

•   Fox News(Tucker Carlson): Tucker Carlson: Robinhood, GameStop and Wall Street's rigged game | Fox News

•   Fox News(Sean Davis): The GameStop saga isn't about finance, it's about elites vs. populists | Fox News

•   Fox News(Chuck Fleischmann): Clean energy – Biden and Republicans can work together. Here's how | Fox News

•   Fox News(Kevin Cramer): Rejoining the Paris Climate accord can work, if we take an America First approach | Fox News

•   Nikkei Asia(Junichi Taki): Making Japan carbon neutral by 2050 is huge challenge - Nikkei Asia

•   Nikkei Asia(Kazunori Kitagawa): Can Tokyo Olympics be held without a live audience?

•   매경(사설): [사설] 탈원전 놓고 두번째 국민투표 실시하는 대만을 보라

•   매경(사설): [사설] 北 원전 지원 '산자부 문건 내용' 국민에게 공개하라

•   한경(사설): [사설] 탈원전 강행하며 北엔 원전 건설…이 모순 설명해보라

•   한경(한상춘): 게임스톱發 마진콜…韓증시 쓰나미 오나

•   서경(윤제용): 탄소중립을 위한 순환경제로의 전환

•   조선(사설): [사설] 이번엔 ‘北에 원전’… 文 탈원전 끝 모를 탈선과 혼란, 손실

•   조선(주한규): 가짜 전문가 판치는 ‘정부 탈원전 방송’

•   조선(사설): [사설] ‘北 원전’ 이렇게 내놓고 거짓말해야 할 까닭 있을 것

•   중앙(사설): [사설] 북한 원전 문건 삭제, 철저히 수사해야

•   동아(사설): [사설] 北 원전 문건, 全文 공개하고 작성 경위 투명하게 밝히라

•   한국(사설): [사설] 북한 원전 논란, 색깔론 부추길 일인가

•   국민(사설): [사설] 北 원전 파일의 실체적 진실, 정부가 소상히 밝혀라

•   세계(사설): [사설] ‘北 원전 건설 문건’ 파문… 靑, 납득할 해명 내놓아야

•   한겨레(사설): [사설] ‘북한 원전 이적행위’ 주장, 무책임하다

•   경향(사설): [사설] 실체 없는 ‘북 원전’ 공세, 책임있는 야당 자세 아니다

•   금융소비자뉴스(오풍연): 김동연 전 경제부총리, 대선 출마 가능성은 살아 있다