[Markets]
• 한국: ‘수소경제’시대 열린다…수소株 들썩
[Indicators]
• US Dec. Balance of trade: U.S. Trade Balance With China Improves, but Sources of Tension Linger
• US Dec. Consumer credit: Consumer credit growth slowed in December
• US Jan. Nonfarm payrolls: U.S. Employers Added 49,000 Jobs in January
• US Weekly Rig count: U.S. drillers add oil and gas rigs for 11th week in a row -Baker Hughes
• US Q1 GDP Nowcast: Feb 05, 2021: New York Fed Staff Nowcast
• US Q1 GDP Nowcast: Latest estimate: 4.6 percent — February 5, 2021
• Germany Dec. Factory orders: German Factory Orders Slide as Virus Forces Curbs on Activity
• China Jan. Foreign reserves: China Dec FX reserves fall slightly to $3.211 trln
• 한국 12월 경상수지: 작년 불황형 흑자…경상흑자 753억달러로 전년보다 26%↑
• Japan Dec. Household spending: Japan's 2020 household spending down record 5.3% on pandemic
• Japan Dec. Coincident index: Japan key economic index posts sharpest fall in 7 months in December
• India Jan. Consumer confidence: Consumer confidence picks up
• India Benchmark rates: Monetary policy: RBI to roll back CRR cut in phases, assures liquidity
※ Economic Times: Economic growth will only move upwards: Shaktikanta Das
• Indonesia Q4 GDP: Indonesia Q4 GDP shrinks slightly more than expected
• Canada Jan. Employment: Steep Drop in Canadian Jobs Fails to Derail Recovery Optimism
[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: How Big Tech Got Even Bigger
• WP: Mutated virus may reinfect people already stricken once with covid-19, sparking debate and concerns
• WP: Myanmar’s military built a new capital as a haven for power. Other countries have tried that, too.
• FT: Oxford/AstraZeneca jab fails to prevent mild and moderate Covid from S African strain, study shows
• Bloomberg: South Africa to Speed Up Plans to Use J&J Covid Shot
• Reuters: Exclusive: Navalny affair no grounds to cancel Nord Stream pipeline, new German CDU chief says
• Reuters: South Africa's Eskom suspends power cuts
• Reuters: EXCLUSIVE-Petrobras expands fuel price parity calculation period to cut volatility - sources
• CNN: Britain is under lockdown. But one year into the Covid crisis, many are unable to keep to the rules.
• CNBC: GameStop mania may not have been the retail trader rebellion it was perceived to be, data shows
• CNBC: Wall Street wrestles with how to value 100-year-old GM, Ford as automaking goes all-in on EVs
• MarketWatch: J&J’s COVID-19 vaccine candidate sparks hopes for faster recovery, just as daily deaths spike above 5,000 in the U.S.
• Fox Business: Biden climate actions to jolt electricity prices
• Nikkei Asia: Thailand sells surplus LNG to Japan, emerging as re-exporter
• Nikkei Asia: Japan seeks dialogue with Myanmar military after coup
• Nikkei Asia: Japan lawmakers want 'Taiwan Relations Act' of their own
• Nikkei Asia: BOJ tops pension whale as Japan's largest stockholder
• Nikkei Asia: Tourism sector suffers $1.3tn in revenue loss from pandemic
• Nikkei Asia: SoftBank presses Vision Fund companies to seize IPO chance
• Mainichi: 90% of 126 major Japan firms intend to continue telework after pandemic: Mainichi survey
• 매경(P1): 印尼도 내달 공매도 푸는데…1년이상 금지국, 韓만 남아
• 매경: 불법 공매도 잡으려 칼 뽑아든 금융당국
• 매경(P1): [단독] 공공재개발 빌라 잘못사면 아파트 못 받는다
• 매경: 서울역 쪽방촌 40층 고밀주택으로
• 매경: 與, 변창흠 지원사격…부동산 입법 속도낸다
• 매경(P1): [단독] 선거 앞두고 생색내더니…2차 지원금 못썼다
• 매경(P1): "성과급 투명하게 지급하라"…기업, MZ세대 반란에 속앓이
• 매경(P1): PEF가 투자한 기업 일반기업 성장 3배
• 매경: KDI "5개월째 서비스업 경기부진"
• 매경: 삼성전자 '20만원대' 갤럭시 A12 출시
• 매경: "2·4부동산 공급대책으로 건자재주 好好"
• 한경(P1): 공급 대박' 2·4 대책…실제론 거래절벽 가능성
• 한경(P1): 홍남기 "국회가 너무 크면 똑바로 못간다"
• 한경: 與 퍼주기 압박에…똘똘 뭉친 '기재부 톱3'
• 한경(P1): 효성重 '친환경' 승부수…울산에 세계 최대규모 액화수소 공장 짓는다
• 한경(P1): 땅·하늘·우주…'공간의 한계' 도전하는 테슬라
• 한경: "나는 테슬람이다"…글로벌 팬덤 열풍
• 한경: 反AI 기업인'이 AI에 집중 투자하는 이유
• 한경(P1): 은행의 위기…지난해 순이익 4~10% 감소
• 한경(P1): 고작 연 1%대…한숨 나오는 퇴직연금 수익률
• 한경: 日선 로봇 배달부가 "택배 왔습니다"
• 한경: 日 '탄소프리 전기'…일반 기업에도 판다
• 한경: 국민취업지원 예산, 1분기에 '바닥' 위기
• 한경: 전기차 혁명 기대주…'K자동차'가 달린다
• 서경(P1): 못 사고 못 팔게 한 공급대책···위헌 논란까지
• 서경(P1): 경제학자들 일침 "기본 소득, 부작용이 더 크다"
• 서경(P1): "산안법 형벌, 사업주에 집중···형사책임주의 원칙 어긋나"
• 서경(P1): 親환경 넘어 必환경···세상 바꾸는 '그린슈머'
• 서경: 조직 내홍 속 파업만 앞세우는 민주노총
• 서경(P1): 美 이어 EU까지···'반도체 자립' 나섰다
• 서경(P1): [단독/시그널] 경영난 한국GM, 서울 양평동 서비스센터도 판다
• 서경: 中진출 한국기업 절반 "작년 영업익 감소"
• 서경: 현대건설기계 ‘반자율 굴착기’ 상용화
• 서경: 매입임대 올 4.5만가구 공급 '역대 최대'
• 서경TV: 강남 빌딩 소유권 재심…이번엔 ‘고소전’
• 조선(P1): “밤 10시까지 딱 1시간만 더…” 자영업자 절규
• 조선(P1): 해외자본, 국민연금 압박에... 10대기업, 100원 벌어 40원 배당
• 조선(P1): 변이 바이러스 12명 추가 확인
• 조선비즈: 軍 사업만으론 한계… 민간 시장으로 눈 돌리는 방산업계
• IT조선: [단독] LG 롤러블TV 채 10대도 안 팔려
• 동아(P1): 식약처 자문단 “아스트라 고령층 접종하되 신중해야”
• 동아(P1): 美, 中압박 쿼드 정상회의 한다는데… 한미는 엇박자
• 동아(P1): 밤9시 제한 유지에, 수도권 자영업자들 ‘개점 시위’
• 문화: CRS “文정부 대북정책, 美와 긴장 야기”
• 한국(P1): 바이든 출범 보름만에 한미방위비 첫 협상..."조속히 타결"
• 세계(P1): 美 “주독미군 철수 중단”… 주한미군 감축 논란 불식될 듯
• 세계(P1): “韓 채무비율 10년간 24%P 오를 것”
• 한겨레: 서울 도심 공공개발 속도전에 ‘제2 뉴타운’ 우려
• 경향(P1): 국산 코로나 항체치료제 첫 허가…상용화 길 열려
• 머니투데이(P1): "공공 재건축 관심없다" 했지만…주판알 튕기는 강남 재건축
• 머니투데이(P1): OECD 산재사망 한국이 1위?…부실통계가 '오명' 불렀다
• 머니투데이: 남들은 빚내서 주식해 돈 벌었다는데…좋은 빚투 vs 나쁜 빚투
• 머니투데이: 두산퓨얼셀, 커지는 해외성장 모멘텀-삼성
• 헤럴드경제(P1): ‘성과급 논란’ 일파만파…재계 전방위 확산
• 헤럴드경제: 현대에너지솔루션, 수상태양광 시장 확대
• 헤럴드경제: [단독]LG에너지솔루션, 일진머티리얼즈와 조인트벤처 추진
• 파이낸셜뉴스(P1): 지난해 2030 생계유지·투자용 대출 '급증'
• 파이낸셜뉴스(P1): 與 추진'퇴직연금 디폴트 옵션' 원금손실 안전판 없다
• 파이낸셜뉴스: 공공 직접시행? 공공 재개발? 비슷한 명칭 때문에 '혼란'
• 파이낸셜뉴스: 삼성 美오스틴 반도체공장 건설땐 지역사회 파급 경제효과만 10조원
• 파이낸셜뉴스: 코로나 속 ‘의료 AI’ 활약… "올해, AI 황금시대 진입"
• 파이낸셜뉴스: 배터리가 지배하는 세상 성큼.. 발전산업 지형도까지 바꾼다
• 아시아경제(P1): [배당압박 후폭풍]금융사, 집단소송제 '1호 타깃' 되나
• 아시아경제: 원전 발전원가 '뻥튀기'…국책硏의 수상한 보고서
• 아시아경제: 올해 수주 기대감 가득한 '두산퓨얼셀'
• 디지털타임스(P1): 또 갈등만... 뭇매맞는 이익공유제
• 디지털타임스(P1): 팬데믹이 키운 `언택트 경제`…"250명 이상 기업 3분의 1이 스마트워크 도입했다"
• 디지털타임스(P1): 공매도 재개 반대…개인투자자 조직적 대응
• 디지털타임스: “전기차 화재, `전고체 전지` 상용화만이 막는 길”
• 이데일리(P1): ①산으로 가는 온라인 플랫폼법…수술대 위에서 의사들이 싸우다
• 이데일리(P1): “자긍심요? 욕받이죠”…동네북 전락한 文경제 컨트롤타워
• 이데일리: “공직 보람·자부심 무너져”…기재부 공무원들은 왜 분노하나
• 이데일리: “욕받이 장관 돼서 뭐하나”…워라밸 부처 몰리는 90년대생
• 이데일리: [갈길 먼 K의료로봇]외국산 장악한 의료로봇 시장
• 이데일리: 자고나면 오르는 대출금리… 빚투·영끌족 어쩌나
• 이데일리: 현실로 다가온 공매도…미리 대비해야 할 것은?
• 이데일리: "집단대응 하겠다"…'26만가구' 신규택지 벌써 '삐걱'
• 이데일리: 임대차법 이어 2·4대책 '후폭풍'…전셋값 더 튀어오르나
• 이데일리: "메모리·차량용반도체 올해 두자릿수 성장 전망"
• 이데일리: 두산퓨얼셀, 실적보다 중요한 기대감…목표가↑-하나
• 이투데이: '제조업 공장→스마트 생태공장'…올해 303억 원 지원
• 팍스넷뉴스: 코로나 물리친 회사채 시장…스프레드 2년내 최저
• 비즈니스포스트: 두산퓨얼셀, 연료전지발전소 장기유지보수 600억 규모 계약 맺어
• CEO스코어데일리: 두산중공업, 국민연금 가입자 감소폭 ‘업계 최대’
• reNews: GE firms win blade 3D-printing grant
• Renewables Now: Ballard, Global Energy Ventures to develop H2 fuel cell-powered ship
• FuelCellsWorks: UK: Hydrogen is part of £40 million Government Funding to Help Polluting Businesses Clean Up
• 에너지데일리: 발전 5사 노조 "차기 사장 5명 중 4명 낙하산…임명 철회하라"
• 전기신문: 에너지전환정책에 신규 원전・석탄발전소 건설 ‘스톱’
• 대한경제: ‘수소 바람’ 타고…연료전지 발전소 건설 붐
• OilPrice.com: Is This The Start Of A Commodity Price Supercycle?
• OilPrice.com: Will Reddit Fuel A Green Energy Stock Boom?
• OilPrice.com: Why Big Oil Isn’t Worried About Biden’s Executive Orders
• OilPrice.com: Can Nuclear Power Make A Comeback This Decade?
• OilPrice.com: China Has Just Launched The World's Largest Carbon Market
• OilPrice.com: Is There An Oil Price Correction Coming?
• OilPrice.com: EV Newcomer Lucid To Challenge Tesla In Luxury Space
• 전자신문(P1): 스마트공장 확산에 로봇 기반 물류자동화 시장도 급성장
• 전자신문: 수소차 보급 1만대 돌파 불구 충전소는 73기 그쳐
• 전자신문: 새만금 수상태양광, 과도한 입찰조건에 태양광업계 난색
• ZDNet Korea: 애플카 앞에서 우리 기업은 무엇을 해야 하는가
• Phone Arena: Apple to take 53% of TSMC's 5nm chip production this year according to fresh estimate
• Phone Arena: China's top foundry still faces hurdles thanks to U.S. bans
• Robotics & Automation News: Top robotics companies to invest in right now
• Robotics & Automation News: How modern robots are developed: ‘Human cyborgs will become commonplace’
• Robot Report: Renowned economist Beaulieu offers positive outlook on 2021
• 로봇신문: [특집]로봇기업 신년 계획 ③두산로보틱스㈜
• 로봇신문: 지난해 中 산업용 로봇 기업 매출액 전년比 6% 늘어
• Economic Times: India developing seven more vaccines against coronavirus: Health Minister Harsh Vardhan
• Economic Times: FM Sitharaman has loosened the purse strings in Budget: How will it fast-track India’s growth?
• Economic Times: Budget 2021: FM races to fix flaws in labour model
• Economic Times: Why India's coronavirus cases have fallen so sharply
• Economic Times: View: India's risk-taking ability could be the key to its swift growth
• Economic Times: View: Why farm protests haven’t found much resonance in other parts
• Business Standard: Indian economy is witnessing V-shaped recovery, says Anurag Thakur
• Folha de S.Paulo: Guedes Says He Feels Confident that Congress Can Resume Economic Reforms
• Folha de S.Paulo: Senate Approves Brazil's Entry into Vaccine Consortium and Gives Anvisa 5 Days to Grant Authorizations
• Jakarta Post: Breaking: Indonesia’s economy shrinks 2.07 percent in 2020
• Myanmar Times: Infrastructure, agriculture sectors at risk of slower investments
• Myanmar Times: No disruptions to Korea-backed industrial park in Yangon
[Opinions]
• Project Syndicate(Kenneth Rogoff): The Perils of an Uneven Global Recovery
• Project Syndicate(Mariana Mazzucato, Rainer Kattel, Tim O’Reilly, Josh Entsminger): Reimagining the Platform Economy
• Project Syndicate(Nurul Izzah Anwar): Solving the Prison Dilemma of COVID-19
• Project Syndicate(Brahma Chellaney): Don’t Isolate Myanmar
• FT(Editorial Board): The global race between vaccines and mutations
• FT(Editorial Board): Mexico’s dangerous addiction to fossil fuels
• FT(Editorial Board): GameStop case puts the focus on market plumbing
• FT(Martin Wolf): Now is the time to reform the UK’s dysfunctional tax system
• FT(Rana Foroohar): The biggest lesson of GameStop
• FT(Michael Mackenzie): Robinhood not out of the woods after GameStop ructions
• FT(John Dizard): Buy coal-fired power plants, shut them down and reap cost-plus profits
• FT(Merryn Somerset Webb): Silver surge could signal coming commodities boom
• FT(Henry Mance): The EU’s vaccine response has not made the case for Brexit
• FT(Tatiana Stanovaya): Vladimir Putin’s Russia is destabilising itself from within
• FT(Richard Lambert): A Piggly Wiggly warning for the Reddit investor rebels
• FT(Siddharth Venkataramakrishnan): The flipside of the AI jobs revolution
• FT(Laurence Fletcher): Hedge funds resume role as Wall Street’s villains
• FT(Diana Choyleva): Taiwan war games raise risk of US-China conflict
• FT(Claire Jones): Supply chain costs are mounting in all sorts of ways
• WSJ(Editorial Board): Biden Goes Party Line on $1.9 Trillion
• WSJ(Holman W. Jenkins, Jr.): The Virus Lessons We’re Getting Wrong
• WSJ(Kimberley A. Strassel): The GOP’s First 2021 Victory
• WSJ(Mary Anastasia O’Grady): Biden’s Troubling Latin Agenda
• WSJ(Scott Gottlieb, Mark McClellan): What to Do When There’s a Covid-19 Vaccine Glut
• WSJ(Joseph A. Ladapo): The ‘Universal Vaccination’ Chimera
• WSJ(Gregg Opelka): The Best Company Name Is Under Where?
• WSJ(Michael Doran): In the Mideast, Biden Returns to Abnormal
• WSJ(John J. Miller): ‘Majority Minority’ America? Don’t Bet on It
• WSJ(Betsy LeRoy): Biden Tests the Adage ‘The Customer Is Always Right’
• WSJ(Chuck Cooper): The Constitution Doesn’t Bar Trump’s Impeachment Trial
• NYT(Editorial Board): We Know Very Little About America’s Vaccine Debacle
• NYT(Paul Krugman): Pumps and Dumps and Chumps
• NYT(Paul Krugman): Fighting Covid Is Like Fighting a War
• NYT(David Brooks): Biden's Stimulus Plan Is Right to Go Big
• NYT(Thant Myint-U): Myanmar Needs a New Kind of Democracy
• NYT(Achal Prabhala, Chee Yoke Ling): It’s Time to Trust China’s and Russia’s Vaccines
• NYT(Michael Patrick F. Smith): The First Step Is Admitting You Have a Problem
• NYT(Bryce Covert): The Exponential Power of a $15 Wage Floor
• WP(Editorial Board): New BBC report on Chinese atrocities in Xinjiang makes the record a lot worse
• WP(Editorial Board): China is sitting on the answers to the pandemic’s origins
• WP(Catherine Rampell): The January jobs report shows the greatest need for covid relief
• WP(David Ignatius): Afghanistan is Biden’s first big foreign policy headache
• WP(Jennifer Rubin): Distinguished pol of the week: Biden starts off strong, with the public behind him
• WP(Paul Waldman): The Biden administration has vaccinated itself against timidity
• WP(Greg Sargent): Step forward on Biden’s relief plan poses a new challenge to Trump’s GOP
• WP(Leana S. Wen): The crucial result in vaccine trials: Very few hospitalizations
• WP(Karen Attiah): India’s #FarmersProtests and Nigeria’s #EndSars show what happens when governments fear Twitter
• WP(Gwen Florio): In Montana’s Petroleum County, zero covid-19 cases
• Bloomberg(Niall Ferguson): GameStop, Robinhood and the Return of the Wind Trade
• Bloomberg(David Fickling): The End of Demand Isn't the End for Big Oil
• Bloomberg(Noah Smith): Canceling Keystone XL Heralds the End of Fossil Fuels, Not Jobs
• Bloomberg(Brian Chappatta): Kamala Harris Overshadows Joe Biden’s First Jobs Day
• Bloomberg(Brian Chappatta): The Bond Market’s Bullish Case for Stocks Is Getting Weak
• Bloomberg(Robert Burgess): The Most Important Number of the Week Was 57.29
• Bloomberg(Aaron Brown): To Prevent Future GameStops, Promote Stock Futures
• Bloomberg(Julian Lee): Oil’s Recovery Is Too Fast for Its Own Good
• Bloomberg(Nir Kaissar): Yellen’s Concern About GameStop Trading Is Misplaced
• Bloomberg(Brooke Sutherland): CEOs Are Spending Like There's No Pandemic
• Bloomberg(Karl W. Smith): Why Is Larry Summers So Worried About Covid Relief?
• Bloomberg(Jonathan Bernstein): Marjorie Taylor Greene Is a Scapegoat, But a Deserving One
• Bloomberg(Eli Lake): Biden Wants to Mend the U.S.-Saudi Alliance, Not End It
• Bloomberg(Tobin Harshaw): Why Can’t the U.S. and Iran Just Get Along?
• Bloomberg(Andreas Kluth): Get Ready For a Merkel-Biden Bust-Up Over Russian Gas
• Bloomberg(Bobby Ghosh): Biden Can Break from Trump and Obama on Iran
• Bloomberg(Adam Minter): China Opens Its Doors to Foreign Junk
• Bloomberg(Tim Culpan): It's Joe Biden's Technology Cold War Now
• Bloomberg(Stephen Mihm): Silicon Valley Won't Last Forever, and Texas Knows It
• Bloomberg(Daniel Gordis): Anti-Trump Republicans Take Aim at Netanyahu
• Bloomberg(James Gibney): The Big Question: Can the U.S. Prevent Another Crisis at the Border?
• Bloomberg(Robert A. George): Marjorie Taylor Greene Is Trump’s True Heir
• CNBC(Frederick Kempe): The U.S. must focus on three enduring issues in China relationship
• CNN(Julian Zelizer): Why America needs Trump's impeachment trial
• CNN(Richard Galant): Donald Trump: The undoing of his presidency
• CNN(Eleni Giokos): Entrepreneurs in Africa have great ideas. This will help them compete on a global stage
• CNN(Andrew Yang): How to pull American cities through the pandemic
• CNN(Tim Naftali): The Senate should do everything it can to avoid a zombie impeachment trial
• 한경(사설): 천문학적 투자 해상풍력, 제2 태양광 우려된다
• 중앙(강창현): ‘원가 연계형 전기료’ 저탄소 생태계 전환의 시작
• 문화(이도운): 북한 원전, 헛꿈은 꾸지 말라
• 한겨레(서재정): ‘원전 지원’ 논란이 빠뜨린 것은
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