[Markets]
• 한국: 2·4 부동산 대책에도...힘 못쓰는 건설주
[Indicators]
• US Dec. Job openings: Job Openings Pick Up in Pandemic-Resilient Industries
• US Jan. Construction employment: Const. Unemployment Rate at 9.4% in Jan.
• US Jan. NFIB Business optimism index: U.S. Small-Business Optimism Declines to an Eight-Month Low
• Germany Dec. Balance of trade: German exports edge up in December on robust China trade
• UK Jan. Retail sales: UK consumer spending slumps during latest lockdown
• China Jan. Car sales: China's auto sales surged 30% in January, tenth straight monthly gain
• China Jan. New Yuan loans: China January bank loans surge to record, credit growth slows
• 한국 2020년 재정수지: 작년 국세 8조 줄었다…사상 첫 2년 연속 감소
• Japan Dec. Wages: Japan Wages Down Most Since 2015 as Winter Bonuses Slide
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
[News]
※ IEA: India Energy Outlook 2021
• Bloomberg: Icy, Remote Alaska Has an Edge in Covid Vaccination
• MarketWatch: Why did Tesla buy bitcoin?
• Nikkei Asia: Nissan and Honda fear fallout from chip crunch
• Nikkei Asia: Decoupling denied: Japan Inc lays its bets on China
• 매경(P1): [단독] 로봇에 꽂힌 KT "年1만대 팔겠다"
• 한경(P1): 소송 부추기는 여권發 '입법 쓰나미'…"기업 도산 누가 책임지나"
• 한경(P1): 10억 집 복비 900만→550만원
• 한경: LG화학 회사채 발행에 2.5조 '뭉칫돈'
• 한경: 원자재 슈퍼 사이클…앞으로 10년은 간다
• 한경: 반도체 가격 인상…장비기업에 주목하라
• 서경(P1): "韓공장 경쟁력 갖춰라" ···르노그룹 '철수 경고장'
• 서경: 9.4조 흑자에도 추경 재원 거의 없을 듯
• 조선(P1): [단독] 청와대 ‘월성 원전 경제성 조작’ 직접 지시
• 조선: 1월 선박 수주량 한국이 세계 1위
• IT조선: 15억 中시장 위력에 K배터리 동맹 '균열'
• 동아(P1): 與, 백운규 영장기각에 “원전수사 중단을” 역공
• 동아: 정의용, 美주도 쿼드 ‘조건부 참여’ 시사
• 문화(P1): ‘文정부 포퓰리즘의 저주’ 시작됐다
• 문화: 지방 산업도시도 ‘인구절벽’에 몰렸다
• 한국(P1): 당정, 2·4 부동산 대책 재산권 침해 논란에 "위헌 아니야"
• 국민: 광주에 LPG·LNG 복합연료 수소발전소
• 머니투데이(P1): 성과급이 드러낸 혁신의 그늘…회장님은 왜 고개를 숙였나
• 머니투데이: 입사 4년차가 날린 성과급 돌직구…"해법은 소통"
• 머니투데이: 코로나가 들춘 성과급 민낯…"더 줘" vs "딴세상 이야기"
• 머니투데이(P1): LGD는 왜 불려갔나…'산업재해 청문회' 증인 채택 논란
• 머니투데이: [단독] 용산 전쟁기념관에 수소충전소 짓는다
• 머니투데이: 지난해 집·땅 사는데 500조 움직였다…금융위기 때의 2.5배
• 헤럴드경제(P1): 文정부 ‘예타 면제사업’ 초유의 100조 육박
• 헤럴드경제(P1): 수도권 자영업자들 격앙…‘9시 영업제한’ 반발 확산…정총리 “대승적 협조 당부”
• 헤럴드경제(P1): 발전사 5곳 사장 공모 마무리…노조 ‘낙하산 임명’ 반발
• 파이낸셜뉴스(P1): 애플쇼크 없다…기아, 전기차로 정면돌파
• 파이낸셜뉴스: 반복되는 D.N.A, 저탄소, 수소… 유사사업 구조조정 필요하다
• 아시아경제: 위풍당당 '로봇 음식배달원'
• 디지털타임스(P1): 정총리 "화이자 백신 2월 말∼3월 초 도입"…국내 1호는 이달 입고되는 AZ백신
• 디지털타임스(P1): `2050년까지 재생에너지 전환` EGS 경영 속도내는 기업들
• 이데일리: "슈퍼사이클 온다"…반도체 인재 모시기 경쟁 '후끈'
• 이데일리: [과연 숏의 위기일까]공매도 잔량 여전히 쌓여있는 게임스톱
• 이데일리: [마켓인]인프라코어 中법인 투자자, 투자금 회수 재시동
• 이데일리: 두산밥캣, 상반기 성장 확실시…목표가↑ -하이
※ 두산그룹은 두산인프라코어 매각 등으로 자산규모가 작년보다 6조9천86억원 감소하면서 재계 순위도 지난해 15위에서 올해 17위로 떨어질 전망
• 이투데이: 한전기술, ITER 기자재 공급 연속 수주
• 비즈니스포스트: 두산인프라코어 매각 마무리 남아, 두산중공업 DICC 문제 풀어내야
• 비즈니스포스트: 두산밥캣 목표주가 높아져, "미국 대규모 인프라 투자정책의 수혜"
• Construction Equipment: Caterpillar Acquires Weir Oil & Gas
• For Construction Pros: Could Impeachment Delay Infrastructure Bill?
• 대한경제: 건설업계, 정비사업 마수걸이 수주 총력
• 대한경제: 2·4 주택공급 대책 ‘의미 있는 정책전환’
• 대한경제: [단독] 은행권도 40년짜리 주택 모기지 내놓는다
• OilPrice.com: The Oil Deal That Could Destroy Iraq From Within
• OilPrice.com: UAE Aims To Triple Its Solar Installations By 2025
• OilPrice.com: Qatar Approves World’s Largest LNG Project
• 전자신문(P1): 매출 4조원 넘어선 카카오, IT생태계와 함께 성장하는 사회적기업으로
• ZDNet Korea: 코로나19 재확산에 반도체 품귀...폰 시장 타격?
• ZDNet Korea: 오포, 화웨이 제치고 中 스마트폰 1위 올라
• ZDNet Korea: 작년 5G로 더 벌고, 올해 5G로 투자비 더 쓴다
• Robotics & Automation News: Picking the Unknown: Robust and Flexible Robotic Automation in Logistics
• Robotics & Automation News: Baidu launches ‘world’s first’ multi-modal autonomous driving mobility-as-a-service platform
• Robotics Tomorrow: The Collaborative Robot Market 2021–28: Grounds for Optimism After a Turbulent Two Years
• Economic Times: Solar developers worried over rise in panel prices
• Economic Times: Automakers scramble to meet demand: Wait gets longer for half a million car & SUV buyers
• Economic Times: View: How Modi government can bring an end to the farmers' protest
• Economic Times: Fiscal policy must be counter-cyclical: Krishnamurthy Subramanian, CEA
• Business Standard: Farmers' protest: Delhi Police withdraws additional forces from borders
• Folha de S.Paulo: 810 State Schools in SP Have Not Opened Due to Lack of Authorization and 67 Are under Construction - 09/02/2021 - Brazil - Folha
• Moscow Times: Russia's Growth Too Slow to Catch Advanced Economies – IMF
• Moscow Times: EU Will Propose 'Concrete' Sanctions Against Russia
• Jakarta Post: [ANALYSIS] COVID cycle remains a risk for economic recovery
• Viet Nam News: Almost half of all Japanese firms plan to expand investment in VN
[Opinions]
• Project Syndicate(Wendy Cutler): An EU-China Deal for a Bygone Era
• Project Syndicate(Klaus Schwab): Klaus Schwab Says More…
• Project Syndicate(Beverley McLachlin): The COVID Revolution
• Project Syndicate(Barry Eichengreen): New-Model Central Banks
• Project Syndicate(Sławomir Sierakowski): Is Russia’s Future Belarus’s Present?
• FT(Editorial Board): The dilemma facing foreign investors in Myanmar
• FT(Editorial Board): Britain wakes up to the power of border controls
• FT(Martin Wolf): We must vaccinate the world — now
• FT(Janan Ganesh): Mitt Romney is the model for a new Republican party
• FT(Martin Sandbu): Sweden flies the flag for the free-trade cause in the EU
• FT(Sarah O'Connor): Why I was wrong to be optimistic about robots
• FT(Constanze Stelzenmüller): EU support for Russian democracy is inadequate
• FT(Katie Martin): Elon Musk’s effect on crypto world shows how irrational markets are
• FT(Michael Mauboussin): How the parting of two market forces helped spur the equity rally
• FT(Lauren Pagel): How Biden should meet his promise to cut fossil fuel emissions
• FT(Lex): Honda/Nissan: exhaust manifold
• WSJ(William A. Galston): Successes and Setbacks in Covid Vaccination
• WSJ(Stacey Cunningham): The NYSE Isn’t Moving—Yet
• WSJ(Charles Lipson): The Political Logic of the Trump Trial
• NYT(Paul Krugman): How Democrats Learned to Seize the Day
• WP(Editorial Board): Want to reform antitrust? Amy Klobuchar knows where to start.
• WP(Henry Olsen): Why Republicans should convict Donald Trump
• WP(Brian Klaas): Don’t look now, but Britain is vaccinating people way faster than the U.S.
• WP(Adam Kinzinger): Adam Kinzinger: My fellow Republicans, convicting Trump is necessary to save America
• Bloomberg(Bloomberg Opinion): South Africa's Astra Vaccine Snub Raises Serious Questions
• Bloomberg(Conor Sen): Jobs Recovery Is Leaving Older Workers Behind
• Bloomberg(Noah Smith): Cash Isn't Going to Solve All the Poor's Problems
• Bloomberg(Mac Margolis): Venezuela’s Opposition Is Running on Empty
• Bloomberg(Brian Chappatta): The Bond-Trading Revolution Is Real This Time
• Bloomberg(John Authers): Inflation Markets Bet the Fed Really Does Like It Hot
• Bloomberg(Liam Denning): Biden’s Climate Policy: Move Fast and Fix Things
• Bloomberg(Chris Bryant): Elon Musk's Tesla Bitcoin Bet Is an Accountant's Nightmare
• Bloomberg(Jonathan Bernstein): What to Expect at Trump’s Second Impeachment
• Bloomberg(Ramesh Ponnuru): Republicans’ Five Bad Excuses for Not Convicting Trump
• Bloomberg(Ferdinando Giugliano): History Tells Us to Worry About Inflation
• CNN(Nathan Mayo): A $15 minimum wage would hurt those it's meant to help
• CNN(Pamela Loprest): Biden's push for a $15 minimum wage is a great start
• CNN(David Durenberger, Larry Pressler, Gordon Humphrey): 3 former GOP senators: Trump should not escape accountability on a technicality (Opinion)
• MarketWatch(Mark Hulbert): Bond yields are rising but that won’t sink the stock market
• Fox News(Tucker Carlson): Under Biden, you need a negative COVID test to enter US -- unless you're an illegal alien
• Reuters(Clyde Russell): Iron ore imports outside China show signs of recovery
• 조선(사설): ‘원전 조작’ 실무자만 구속, “너 죽을래” 겁박 장관은 기각
• 문화(사설): 원산갈마 ‘발전소 제안’ 확인, 김정은 맞춤용 아닌가
• 한겨레(사설): 검찰의 무리한 원전수사 제동 건 백운규 영장기각
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