Business Intelligence Monitor 210205

(Introduction)

[Markets]

•   Global: Global equities markets rise on better outlook, dollar gains

•   US: US yield curve steepest since 2015 on stimulus hopes

•   한국: 코스피, 기관·외국인 매도에 3,100선 아래로

•   한국: '역대 최대' 공급 대책에도 건설株는 울었다?

•   한국: 두산그룹주 하락 우세, 두산중공업 오리콤 두산 하락 두산퓨얼셀 상승

•   Metals: Tin pushes towards multi-year highs in tight LME market

•   Iron ore: Iron ore price jumps on doubts over Vale production

•   Grains: Corn slips after hitting 7-1/2 year top, buoyed by Chinese demand

[Indicators]

•   US Q4 Nonfarm productivity: U.S. productivity posts biggest drop since 1981 in fourth quarter

•   US Dec. Factory orders: U.S. factory orders beat expectations in December

•   US Weekly Jobless claims: U.S. Unemployment Claims Fell to 779,000 Last Week

•   Eurozone Dec. Retail sales: Eurozone retail sales increased by 2% in December

•   UK Jan. Car sales: UK car sales fall 40 per cent in January as dealers shut in lockdown

•   UK Benchmark rates: BoE expects vaccine-fuelled economic recovery in second half of 2021

※   BoE: Bank Rate maintained at 0.1% - February 2021

•   한국 주간 아파트 가격(부동산원): GTX 호재에 경기도 아파트값 고공행진…역대 최고폭 찍었다

[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: Partisan Pressures Weigh Heavily as Senate Looks for Coronavirus Relief Deal

•   WSJ: GOP Puts Minimum Wage, School Reopenings in Covid-19 Aid Spotlight

•   WSJ: Yellen Says ‘We Need to Act Big’ on Covid Relief

•   WSJ: The Biden Administration’s Elusive Stimulus Goal: Full Employment

•   WSJ: Who Could Receive a Third Stimulus Check? What Biden and the GOP Are Proposing

•   WSJ: Biden Vows to Revive Alliances After ‘Years of Neglect’ Under Trump

•   WSJ: Scientists Test a New Covid-19 Vaccine Question: Mixing Different Doses

•   WSJ: Trump Dismisses House Impeachment Managers’ Request That He Testify

•   WSJ: Biden’s Labor Pick Would Bring Union Advocate to Cabinet

•   WSJ: Marjorie Taylor Greene Says She Regrets QAnon Comments

•   WSJ: GameStop Mania Drives Scrutiny of Payments to Online Brokers

•   WSJ: Markets Withstood the GameStop Test

•   WSJ: Bond Market Volatility Boosts Online Trading Platforms

•   WSJ: Ford’s Results Hindered by Lower Truck Output, Air-Bag Recall

•   WSJ: Ford Cutting F-150 Pickup Production Due to Chip Shortage

•   WSJ: Microsoft CEO Sees Pandemic Sparking New Wave of Employee-Focused Tech

•   WSJ: Kim Jong Un’s Family Tree: What You Need to Know About North Korea’s Dynasty

•   NYT: How New Vaccine News Gives Hope for Spring, if Enough People Get the Shots

•   NYT: ‘I Am Not Afraid’: With Her Husband in Prison, Eyes Turn to Yulia Navalnaya

•   NYT: Biden Announces End of U.S. Support to Saudi War in Yemen

•   NYT: Coming Soon: The ‘Vaccine Passport’

•   NYT: How to Win at the Stock Market by Being Lazy

•   NYT: Arrested in Capitol Riot: Organized Militants and a Horde of Radicals

•   NYT: Toll Worker Job Losses Highlight Long-Term Fallout of Pandemic

•   WP: House vote unlocks partisan path for Biden coronavirus relief bill

•   WP: Pro-China propaganda campaign exploits U.S. divisions in videos emphasizing Capitol attack

•   WP: The GOP: the new know-nothing party

•   WP: The Energy 202: GOP directs ire for Biden's climate agenda at John Kerry

•   WP: Here’s the new Democratic plan for $1,400 stimulus checks

•   WP: India’s coronavirus puzzle: Why case numbers are plummeting

•   FT: UK and EU to open probes into Nvidia’s $40bn acquisition of Arm

•   FT: Treasury economists work on plan for phased lifting of Covid restrictions

•   FT: Sunak hails vaccine success as model for more nimble UK economy

•   FT: Food inflation concerns deepen as prices reach highest level since 2014

•   FT: Brussels pushes back on UK bid to rewrite Northern Ireland protocol

•   FT: Can the Northern Ireland Brexit protocol survive?

•   FT: IMF calls on Arab leaders to take action or risk new ‘lost decade’

•   FT: The UK needs a balance of certainty and creativity in state aid rules

•   FT: Bolsonaro faces backlash after Brazil corruption probe is scrapped

•   FT: Volvo posts record 6-month profit on US and China demand

•   FT: How the race for renewable energy is reshaping global politics

•   FT: US-China investment flows belie geopolitical tensions

•   FT: The EU is an uncertain trade ally for Biden

•   FT: Mario Draghi looks to old adversaries to become prime minister

•   FT: Draghi’s search for support leaves Salvini with painful choice

•   FT: Germany’s grand coalition under stress as vaccine tensions grow

•   FT: Chinese IPOs underpriced by up to $200bn due to valuation limits

•   FT: Bitcoin boom backstopped by central banks’ easy-money policies

•   FT: UK carmakers after Brexit: a race to attract battery production

•   FT: South Korea ETF price war intensifies

•   Bloomberg: The Country With the World’s Longest Short-Selling Ban Is Risking a Market Fall

•   Bloomberg: Reddit’s Power to Push Stocks Down Is the Next Worry for Traders

•   Bloomberg: Robinhood Traders Bash the App But Just Can’t Leave It

•   Bloomberg: China’s Bond Traders Reprice a Future With Tighter Liquidity

•   Bloomberg: Macron Calls on China to Be More Transparent on Covid Shots

•   Bloomberg: Thai Finance Ministry Open to More Stimulus If GDP Misses Target

•   Bloomberg: When Will Life Return to Normal? In 7.4 Years at Today's Vaccine Rates

•   Bloomberg: Big Oil Earnings Show an Industry Still Living Beyond Its Means

•   Bloomberg: A $2 Billion Purchase of Korean Bonds in One Day Creates A Stir

•   Bloomberg: Moderate Democrats Want Vaccine Funds Before Biden Stimulus

•   Bloomberg: Italy Turns to Its Central Bankers When Politicians Fail

•   Bloomberg: Largest U.S. Business Lobby Sees Biden Rekindling Ties With Europe

•   Bloomberg: Keystone XL’s Collapse Leaves Canada’s Oil Heartland Seeking Payback

•   Bloomberg: Freight-Cost Pain Intensifies as Pandemic Rocks Ocean Shipping

•   Bloomberg: Macron’s Lockdown Conundrum Will Decide France’s Recession Fate

•   Bloomberg: How India Finally Got Around to Starting a ‘Bad Bank’

•   Bloomberg: Democrats’ Go-It-Alone Stimulus Plan Faces Night of GOP Sniping

•   Bloomberg: UN Security Council Finds Rare Unity in Criticizing Myanmar Coup

•   Bloomberg: There Could Be an Energy Bill Debt Tsunami, Too

•   Bloomberg: China Brings Back Climate Envoy With Record of Deals With U.S.

•   Bloomberg: Solar Firms Eye Supply Tracing as China Forced Labor Debated

•   Bloomberg: China Solar Industry Sets Sights on Record 2021 After Green Push

•   Bloomberg: Experts Tell Biden: Your Climate Goals Require a Carbon Price

•   Bloomberg: Mining Billionaire Targets EV Boom With ‘Green’ Lithium Play

•   Bloomberg: South Australia Is a Time Machine Into the Solar-Powered Future

•   Reuters: U.S. climate envoy Kerry calls new Chinese counterpart 'leader' and 'believer'

•   Reuters: EU drugs watchdog conducts COVID-19 vaccine, treatment collaboration program

•   Reuters: Global vaccine trust rising, but France, Japan, others sceptical

•   Reuters: Israel says vaccine has almost halved COVID cases among over-60s

•   Reuters: Fed's Mester says more fiscal help may be needed in short term

•   Reuters: Exclusive: China's Ant to hive off credit data in revamp; sees IPO in 2 years - sources

•   Reuters: Brazil's Vale agrees to $7 billion Brumadinho disaster settlement

•   Reuters: Special Report: Stolen election? Republican lawmakers paralyzed by Trump's false fraud claims

•   Reuters: ANALYSIS-"Dollar smile" meets "dollar short"; greenback bounce threatens bears

•   Reuters: Analysis: As polls tighten, Hungary's Orban steps up pre-election spending

•   Reuters: ANALYSIS-Indonesia's palm oil-powered 'green diesel' fuels threat to forests

•   CNBC: Now that Navalny has been jailed, what comes next depends on protests, Putin and the West

•   CNBC: Dubai rejects ‘superspreader’ label as restrictions tighten and countries lay blame

•   CNBC: Apple and Hyundai-Kia pushing toward deal on Apple Car

•   CNBC: Amazon using AI-equipped cameras in delivery vans

•   MarketWatch: This is the most overvalued housing market in America. Spoiler: It’s not in California.

•   SCMP: China’s SWIFT joint venture shows Beijing eyeing global digital currency use, to internationalise yuan

•   SCMP: China-Australia relations: iron ore prices helped offset weakened trade with China in 2020

•   SCMP: China debt: Guizhou among indebted western areas facing ‘greatest’ repayment pressure amid default fears

•   SCMP: China debt: foreign holdings of government bonds topped 10 per cent for first time in January

•   SCMP: China’s GDP growth in 2020 a ‘truly hard-won outcome’, says Premier Li Keqiang

•   Nikkei Asia: Japanese factories in Myanmar edge back to normal after coup

•   Nikkei Asia: Japan sees steep population drop as pandemic keeps foreigners away

•   Nikkei Asia: IOC Vice President: Tokyo Games will '100%' be held this summer

•   Nikkei Asia: Evergrande seeks safe descent from $130bn debt mountain

•   Nikkei Asia: Chipmaker Xilinx says car supply crunch goes beyond semiconductors

•   Nikkei Asia: Nidec to buy Mitsubishi Heavy unit, bolstering EV motor business

•   매경(P1): LH 주도 재건축, 초과이익환수 면제한다

※   국토부: 「공공주도 3080+」 대도시권 주택공급 획기적 확대방안 발표

•   매경: 3040 "로또 청약 기회잡자"…공공분양도 30% 추첨제 도입

•   매경: 공공'만 213번 언급한 정부…땅소유자 의향 확인조차 안해

•   매경: 재건축조합은 싸늘 "LH 간판으론 고급아파트 불가능"

•   매경: 수도권 공공택지에 18만가구…광명·하남·고양·김포 물망

•   매경: "역세권 용적률 완화 조치는 단기적으로 집값 자극 우려"

•   매경: 3기 신도시 합치면 수도권 189만가구…가능할까

•   매경(P1): "금융지주 회장이 책임져라"…금감원 펀드판매 중징계 논란

•   매경: 이낙연 "중대재해법·규제3법 시행 안해보고 개정은 곤란"

•   매경: 국민의힘, 부동산 감세 '맞불'

•   매경: 與 "불법 공매도 없도록 관련법 신속처리"

•   매경: 野 "北원전파일 靑지시로 작성"…丁총리 "비상식적"

•   매경: 천정뚫린 원자재값…월가 "투자전망 10년새 가장 낙관적" [글로벌 이슈 plus]

•   매경: 백신 접종發 경기회복 기대감에…이 시장도 뜨겁다 [글로벌 이슈 plus]

•   매경: "韓, 투자 후진국…무역으로 年51조 벌때 해외투자 32조 손실"

•   매경: 소주성'은 임상 건너뛴 백신…결국 기업자유가 성장 원동력

•   매경: 탄력받은 플랫폼경제 규제부터 해서야…

•   매경: 쌍용차 "P플랜 차질없이 추진"

•   매경: '호재만발' LG전자…올레드TV 수요폭발 올해 300만대 넘본다

•   매경: [줌 인 해외부동산] 한국발 美부동산 투자 '사상최대'…절반이 물류센터 베팅

•   매경: '주식 대세 ESG'…친환경 투자로 돈벌고 싶다면 전략 이렇게 짜라

•   매경: [株머니 주요산업 증시기상도] 전기차·자율차 시장서 '두각'…현대차 관심 집중

•   한경(P1): 車반도체 없어서…한국GM 절반만 돌린다

•   한경: 사상 초유의 사태…"반도체 품귀 반년 더 간다"

•   한경: 車업계 "물량 달라" 아우성에 파운드리 기업들 증설 나섰지만…

•   한경(P1): 금융위 압박에…KB금융 배당성향 26%→20%로 축소

•   한경: 민주당의 '뒤끝 작렬'…부동산 당정협의에 홍남기 부총리 부르지도 않아

•   한경: 봇물 터진 '성과급 불만'…노사 갈등 씨앗되나

•   한경: 르노삼성 또 터진 勞勞갈등…"강성노조 일방적 파업투표 문제" 소수노조 반기

•   한경: "파격 공급, 시장 안정에 장기적 기여…전·월세 대책 빠져 한계"

•   한경: [단독] 부동산 대책 또 유출…인터넷 카페·SNS서 공유

•   한경: "변이 바이러스 돌면 올봄 4차 대유행"

•   한경: 농협금융, ESG 경영체제로 전환

•   한경: 글로벌 연료전지 1위 기업 후보 블룸에너지(Bloom Energy)

•   서경: "100대 스타트업 53%가 국내선 불법 ...규제가 성장 발목"

•   서경: "탄소세 부담 큰 산업에 제도적 지원 병행해야"

•   서경: “실검에 ○○ 떴대” 이제는 옛말... 네이버 급상승검색어 16년만에 폐지

•   서경: 뿔난 식당·주점도 '9시 영업제한' 소송 낸다

•   서경: 재난지원금 풀려도···소상공인은 웁니다

•   조선(P1): 백운규 前장관 구속영장 청구

•   조선: 코백스 아스트라 백신, 상반기 130만명분 도입

•   조선: 외국인 자가격리도 구멍 뚫렸다

•   조선: “선거 끝나고 공매도 재개? 우릴 머저리로 아나” 개미들 부글부글

•   조선: 한물간 LCD패널 1년새 값 2배… 삼성·LG 라인 철수 연기

•   조선: [Mint] 돈 안되는 車반도체는 구형장비로 생산… 증설 꺼려

•   조선: [Mint] 中 수출업체들의 컨테이너선 확보 ‘쩐의 전쟁’… 해상 운송료 1년전의 3배

•   조선비즈: 특별공급 축소에 엇갈린 청년층 반응… “또 갈라치기 하는거냐”

•   중앙(P1): 문 대통령·바이든, 첫 통화서부터 시각차 드러났다

•   중앙: 문·바이든 통화한 날, 미 국무부 “북 인권 가해자 책임 묻겠다”

•   중앙: [단독]민주당 "월성 삼중수소 조사단에 환경단체 넣어라" 압박

•   동아: [단독]환노위 “재해 발생 12개 대기업 CEO 불러 산재 청문회 열겠다”

•   동아: [단독]백신 들어오는데… 효능 검사할 장비가 없다

•   머니투데이(P1): 세계최초 수소법, 오늘부터 시행…수소시대 열린다

※   산업부: 세계 최초 수소법, 오늘부터 시행

•   머니투데이: 구광모의 승부수…LG전장사업 '넘버3 본부' 시동

•   더벨: 코로나19 불안 떨쳤나, 연초효과 ‘더’ 뜨겁다

•   헤럴드경제(P1): 이낙연 “4차지원금 ‘늦기전에 충분한 추경’…당정 이견 없다”

•   헤럴드경제: 車 이어 디스플레이 반도체도 ‘귀하신 몸’

•   파이낸셜뉴스: 마스크 써도 잠금해제'애플 신기술? 삼성은 8년전 이미 개발

•   파이낸셜뉴스: 현대重, 5일 두산인프라코어 SPA 체결… 시너지 극대화

•   아시아경제: [르포]공장 멈춘 쌍용차 가보니 "다들 심란…협상 잘될거라 믿어"

•   이데일리(P1): [단독]홍남기 Vs 이재명 싱크탱크…재난지원금 논쟁 격화

•   이데일리: [만났습니다]이낙연 "`국민생활기준2030`, 이낙연 비전이자 민주당의 비전"

•   연합: 두산퓨얼셀, 지난해 영업이익 260억원…전년 대비 51%↑

※   두산퓨얼셀: 4/4분기 두산퓨얼셀㈜ 경영실적

•   연합: LG vs SK' 배터리 소송 최종 결과 임박…'극적 합의' 가능성은

•   연합: 오후 9시까지 전국서 339명 신규확진…5일 400명 밑돌듯

•   뉴스핌: 성윤모 "2025년까지 한국판뉴딜 160조 투자…저탄소경제 전환"

•   뉴스1: 여야 오늘 경제분야 대정부질문…北원전·부동산 놓고 불꽃공방

•   이투데이: 수소추진선박ㆍ해상풍력 등 다부처 공동사업 선정

※   과기부: 2022년도 다부처 공동사업 및 민군 부처연계 협력 사업 선정

•   에너지경제: [단독] 정재훈 한수원 사장 1년 유임 사실상 확정…"산업부서 임추위 열 필요없다고 말해"

•   에너지경제: 산업부 '갑질'에 뿔난 재생E 사업자…"사고 후 하루 만에 신고 못하면 불이익?"

•   에너지경제: "역시 원전밖에…" 한국은 탈원전, 일본은 원전 재가동 급물살

•   For Construction Pros: Infrastructure Bill Would Have “Profound Effect” on Construction Activity, Building Materials

•   OilPrice.com: How High Will Oil Prices Go This Year?

•   OilPrice.com: How The Coup In Myanmar Will Impact Energy Markets

•   OilPrice.com: China Is Fueling The Global Crude Oil Demand Recovery

•   OilPrice.com: India Worried About Rapid Oil Price Rally

•   OilPrice.com: The COVID-19 Pandemic Has Upended Global Energy Investment Trends

•   MINING.com: Vale 4Q20 iron ore output lower than estimated

•   MINING.com: US mines produced $82.3 billion in minerals in 2020 – report

•   MINING.com: EV battery power hitting roads jumped 40% last year – report

•   전자신문(P1): [IT 메가비전 2021]포스트 코로나 시대 불확실성 해결 열쇠는 '가상공간·기술혁신·ESG'

•   전자신문: [이슈분석]삼성-LG '미니 LED TV' 전쟁 막 올랐다

•   전자신문: [이슈분석]초기시장 두고 한·중 경쟁 구도, 2025년 OLED TV 넘어설 수도

•   전자신문: [이슈분석] 신기술 경쟁 속도...차세대 TV 개발 각축전

•   ZDNet Korea: 애플카가 가져올 자동차 생태계 변화…합종연횡

•   Phone Arena: Oppo seems to be working on a way to hide all cameras from a future smartphone, even those on the back

•   Phone Arena: Huawei Mate X2 leak confirms inward folding screen, notchless design

•   Phone Arena: Huawei might have misled everyone about HarmonyOS

•   Robotics Tomorrow: How Many Axes Does Your Robotic Positioner Need?

•   Economic Times: Farmer unions prepare for Saturday road block

•   Business Standard: Fiscal policy won’t be tied to debt-GDP ratio for now | Hindustan Times

•   Folha de S.Paulo: Bolsonaro Promises His Supporters Changes to Income Tax Brackets

•   Moscow Times: How Will the West Respond to Navalny’s Prison Sentence?

•   Myanmar Times: Foreign investments in Myanmar under threat

•   Myanmar Times: Myanmar military appoints new captains of economy

[Opinions]

•   Project Syndicate(Daniel Gros): The Limits of the EU-China Investment Agreement

•   Project Syndicate(Harold James): What’s in a War?

•   Project Syndicate(Joseph S. Nye, Jr.): Biden’s Asian Triangle

•   Project Syndicate(Melvyn Krauss): Draghi and the Defense of Democracy

•   Project Syndicate(Mekala Krishnan, Yuito Yamada): Reducing Asia’s Climate Vulnerability

•   Project Syndicate(André Loesekrug-Pietri): “Pop-Up” Regulations for Big Tech

•   FT(Philip Stephens): Tories must choose between Boris Johnson and the Union

•   FT(Gillian Tett): The money behind Robinhood is pure Sheriff of Nottingham

•   FT(Martin Sandbu): What is wrong with vaccine nationalism?

•   FT(Chris Giles): GDP may be imperfect but don’t write it off yet

•   FT(Mohamed El-Erian): Market insouciance means the Reddit rebellion will be back

•   FT(John Thornhill): We are entering the era of e-globalisation

•   FT(Simon Kuper): How to save the world from long Covid

•   FT(Josh Noble): China’s struggle to control stock bubble offers lessons in investor mania

•   FT(Michael Stott): Investor-friendly economics on trial in Andean elections

•   FT(John Redwood): Taking a world view as Biden’s shake-up takes effect

•   FT(Lex): Chinese bonds: default setting

•   WSJ(John Bolton): Beijing Won’t Let America ‘Compartmentalize’ Climate Change

•   WSJ(Karl Rove): From Covid Relief to Big Government

•   WSJ(Sadanand Dhume): Rihanna Rallies to the Wrong Cause in India

•   WSJ(Joseph A. Ladapo): The ‘Universal Vaccination’ Chimera

•   NYT(Aleksei Navalny): Aleksei Navalny's Courtroom Speech

•   NYT(Christopher Caldwell): Are GameStop’s ‘Degenerates’ Just Getting Started?

•   NYT(Sylvie Kauffmann): Europe’s Vaccine Rollout Has Descended Into Chaos

•   WP(Lawrence H. Summers): Biden’s covid stimulus plan is big and bold but has risks, too

•   WP(Leana S. Wen): The crucial result in vaccine trials: Very few hospitalizations

•   WP(Neel Kashkari): We need a long-haul stimulus that will last as long as the pandemic does

•   WP(Garry Kasparov): Navalny’s jailing was a Groundhog Day for Russian democracy

•   Bloomberg(Daniel Moss): Phil Lowe May Never Raise Rates, a Model for Post-Covid Central Banking

•   Bloomberg(Conor Sen): Profits Come Before Growth in a Post-Pandemic Economy

•   Bloomberg(Noah Smith): The Pandemic Relief Challenge Ahead: Ending It

•   Bloomberg(Mihir Sharma): India Can’t Afford to Go on a Debt Binge

•   Bloomberg(Brian Chappatta): Distressed-Debt Hedge Funds Have Nowhere to Go

•   Bloomberg(Jonathan Bernstein): It’s Not Too Early to Think About the 2024 Race

•   Bloomberg(James Stavridis): Biden's Middle East Balancing Act: Israel, Iran, Saudi Arabia

•   Bloomberg(Clara Ferreira Marques): Navalny's Courage Should Wake Up the West

•   Bloomberg(Zev Chafets): Why Israel Can't Celebrate Its Vaccine Success Yet

•   Bloomberg(Faye Flam): Covid-19 Vaccine Distribution Has a Fairness Problem

•   Bloomberg(Richard Cookson): Rising Inflation Will Force the Fed's Hand

•   CNBC(Mark R. Warner, Mike Rounds): Cracking down on China’s shady shell companies

•   CNBC(Jay Clayton, Mark Wiseman ): BlackRock CEO Larry Fink is right about climate change disclosure

•   MarketWatch(Lawrence G. McMillan): Watch the warnings coming from the stock market’s sell signals

•   MarketWatch(Jerry McGinn): Why ‘Buy American’ doesn’t do enough for the economy and national security

•   MarketWatch(Max B. Sawicky): To fight climate change in the middle of this economic crisis, we need a New Deal that is green

•   Fox News(John Cornyn): Biden's risky nuclear strategy – there's a smarter way to deal with Russia and China

•   한경(이덕환): 겉 다르고 속 다른 脫원전

•   서경(권영세): 南 원전폐쇄, 北 원전건설?

•   중앙(고대훈): 원전 미스터리의 진실, 법정에 세울 용기가 있는가

•   한국(전봉걸): 정부·기업 협업 이끌 수소전담조직 기대한다

•   파이낸셜뉴스(주영섭): 새해 키워드 ESG, 오해와 진실