Business Intelligence Monitor 211111

(Introduction)

[Markets]

•   Global: Stocks slip, dollar gains as US CPI sparks tightening fears

•   US: Inflation Data Fuels Climb in Short-Term Treasury Yields

•   US: Rivian Shares Surge in Largest U.S. IPO Since 2014

•   US: Tesla Share Price Rises in Wake of Selloff

•   Natural gas: European Gas Prices Fall as Russia Finally Increases Supplies

•   Metals: Copper dips as inflation rises in the U.S. and China

•   Iron ore: Iron Ore Gloom Deepens as China Property Woes Threaten Demand

•   Grains: Wheat futures rally as global stocks tighten

•   한국: 인플레 부담 속 코스피 1% 하락…2,930대 마감

•   한국: 두산그룹주 대체로 하락, 오리콤 5%대 두산중공업 2%대 내려

[Indicators]

•   US Q3 Home prices: Home Prices Rose Across U.S. in Third Quarter

•   US Oct. CPI: U.S. Inflation Hit 30-Year High in October as Consumer Prices Jump 6.2%

※   Core index was up 4.6% as pandemic-related supply shortages, strong consumer demand continue

※   WSJ: President Biden’s Economic Agenda Wasn’t Designed for Shortages and Inflation

※   WSJ: Brace for Even More Inflation

※   WSJ: Inflation Pickup Makes Fed More Likely to Raise Rates Next Year

※   Bloomberg: Inflation Threatens to Return to U.S. Politics in Replay of 1980

※   CNBC: October inflation report: Prices may cool off in November and December, Baltic Dry Index suggests

•   US Oct. Electricity price: Cost of Electricity Climbs Most Since 2009 in U.S.

•   US Oct. Fiscal account: Federal Deficit Narrowed in October, Ahead of Debt-Ceiling Debate

•   US Weekly Jobless claims: Jobless Claims Fall to Pandemic Low, Continuing Downward Trend

•   US Weekly Mortgage rates·applications: Borrowers rush to refinance, as mortgage rates drop for a second week

•   China Oct. CPI·PPI: China’s Factory Inflation Grows at a Record Pace on Soaring Energy Prices

※   Producer prices jumped 13.5% in October, fueling worries about continued global inflation

•   China Oct. Car sales: China vehicle sales fall 9.4% in October - industry body

•   China Oct. Mortgage lending: China’s October Mortgage Lending Jumps as Restrictions Ease

•   Japan Nov. Reuters Tankan index: Japan manufacturers' mood falls to 7-month low in November Tankan

•   Brazil Oct. CPI: Brazil Inflation Shock Fuels Bets on Mammoth 200-Point Rate Hike

•   Thailand Benchmark rate: Thailand Holds Key Rate Steady as Virus-Hit Economy Recovers

•   한국 10월 고용: 10월 취업자 65만명↑…직원둔 사장님·일용직은 여전히 냉골

•   한국 10월 금융시장 동향: 고강도 규제 통했나…가계대출 증가 주춤

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: U.S., China Jointly Pledge to Step Up Efforts to Fight Climate Change at COP26

※   Draft climate deal seeks quicker emissions cuts as weekend deadline nears

•   WSJ: Rising Oil Prices Put Biden in a Bind Over Climate Pledges

•   WSJ: Biden’s Oil Moves Draw From Losing Playbook

•   WSJ: GE Breakup Bets on Flying Revival

•   WSJ: ‘The End of the GE We Knew’: Breakup Turns a Page in Modern Business History

•   WSJ: How Much of GE’s Business Is Healthcare, Aviation and Energy?

•   WSJ: GE Digital to Play Scaled Back Role in Split

•   WSJ: Tax Brackets Will Be Higher in 2022 Due to Faster Inflation, IRS Says

•   WSJ: China Weighs Moderating Property Curbs to Help Troubled Developers Unload Assets

※   Beijing is wary that financial risks could spread through the economy as it tries to rein in the real-estate sector

•   WSJ: China’s Plan to Manage Evergrande: Take It Apart, Slowly

•   WSJ: China Evergrande’s EV Unit Taps Investors Ahead of First Car Sales

•   WSJ: Another Covid Winter Threatens Europe’s More Vulnerable Nations

•   WSJ: Russia Sends Warplanes to Belarus Amid Fight With EU Over Migrants

•   WSJ: How Green Hydrogen Is Made

※   Burning hydrogen doesn’t create carbon-dioxide emissions. But creating hydrogen can.

•   WSJ: Miners Have a Pesky Pollution Problem: Their Customers

•   WSJ: Google Loses Appeal of $2.8 Billion EU Shopping-Ads Fine

•   WSJ: China’s Tougher Regulation Is the New Normal, Tencent President Says

•   WSJ: Justice Department Sues Uber Over Charging Wait-Time Fees for Disabled People

•   WSJ: Many Logistics Firms Are Avoiding Covid-19 Vaccine Requirements Amid U.S. Mandate Debate

•   WSJ: Zillow Sells 2,000 Homes in Dismantling Its House-Flipping Business

•   WSJ: What's Next for Transportation

•   NYT: Four Big Hurdles as Nations Try to Craft a New Global Climate Deal

•   NYT: We’re Covering the Final Days of COP26 in Real Time

•   NYT: Greta Thunberg and other activists petition the U.N. to declare a state of emergency on climate change.

•   NYT: House Republicans Who Backed Infrastructure Bill Face Vicious Backlash

•   NYT: Why the Infrastructure Bill Matters

•   NYT: Biden Got His Infrastructure Bill. Now He Has to Sell It to Voters.

•   NYT: Antony Blinken says ‘we have fallen short’ on global vaccine distribution.

•   NYT: Blinken says the U.S. has a deal to send Johnson & Johnson vaccine doses to conflict zones.

•   NYT: China Evergrande meets a Wednesday payment deadline for two of its bonds.

※   Evergrande has three bonds for which grace periods for interest payments are set to expire on Wednesday.

•   WP: What’s next after the climate summit in Glasgow? Post reporters answered your questions.

•   WP: Coronavirus infections rise in northern states, Mountain West, as holidays near

•   WP: As Belarus border crisis deepens, Europe and U.S. on course for more sanctions

•   WP: E.U.’s big climate ambitions have the scent of wood smoke

•   WP: Serious about climate change? Get serious about peat.

•   WP: The next generation of home robots will be more capable — and perhaps more social

•   FT: German economic recovery stumbles as Covid cases hit record high

※   Rising infections compound supply chain problems, driving forecast growth to among the eurozone’s lowest

•   FT: Inflationary pressures ripple through US, China and Europe

•   FT: Big boost for Valneva as Brussels signs Covid vaccine deal

※   European Commission: Coronavirus: Commission approves contract with Valneva to secure a new potential vaccine

•   FT: UK Brexit minister tells EU to ‘stay calm’ over N Ireland threats

•   FT: State support a fallback option for UK’s mini-nuclear plants rollout

•   FT: Daily falls in England’s Covid cases on longest run since February

•   FT: Boris Johnson insists UK not corrupt and defends MPs’ second jobs

•   FT: Brussels to extend EU banks’ access to UK clearing houses past June 2022

•   FT: Brussels considers Brexit options to deal with UK threats

•   FT: Biden’s electric dreams are a nightmare for US’s neighbours

•   FT: Argentina and the IMF: the looming clash over its $57bn bailout

•   FT: Bolsonaro hopes new social welfare scheme will lift re-election prospects

•   FT: Japanese PM Kishida appoints pro-China ally as foreign minister

•   FT: Fertiliser shortage heaps pressure on Modi government ahead of state elections

•   FT: Infineon profits almost double as chip shortage raises demand

•   Bloomberg: Global Economy’s Post-Pandemic Boom May Be About to Peak: Chart

•   Bloomberg: Biden Says Agenda Will Curb Inflation, Return ‘Normal’ Economy

※   White House: FACT SHEET: The Bipartisan Infrastructure Deal Improves the Supply Chain from Ship to Store

•   Bloomberg: Port Delays Spark Rubik’s Cube of Pain for Warehouse Logistics

•   Bloomberg: A Rare Port Success Story Is a Chance for Biden to Tout His Plans

•   Bloomberg: Biden's Economic Concerns on China Go Beyond Trade Promises, Tai Says

※   U.S. raising worry about industrial policies, trade chief says

•   Bloomberg: China Is Evading U.S. Spies — and the White House Is Worried

•   Bloomberg: Fed’s Daly Says Too Soon to Change Rate-Hike Calculations

•   Bloomberg: What’s Happening in the World Economy: Playing Politics at the Fed

•   Bloomberg: Biden’s Crackdown on Auto Emissions to Be Tougher Than Proposed

•   Bloomberg: Brainard as Fed Chair Would Set Up Manchin as a Key Senate Vote

•   Bloomberg: Democrats’ 2022 Election Outlook More Nuanced Than Apocalyptic

•   Bloomberg: Biden Seeks to Curb Energy Costs; Manchin Urges Inflation Action

•   Bloomberg: Manchin’s Favorite Clean-Energy Plan Could Soon Be Obsolete

•   Bloomberg: Summers Says Markets Braced for Stagnation and ‘Japanization’

•   Bloomberg: Auto-State Governors Press Congress to Pass Aid for Chipmakers

•   Bloomberg: Merkel Advisers Demand ECB Exit Strategy as Inflation Risks Rise

•   Bloomberg: EU Forecast Sees Euro-Area Inflation Settling at 2.2% in 2022

•   Bloomberg: Sunak Has $20 Billion Buffer in U.K. Budget for Possible Tax Cut

•   Bloomberg: Bondholders Shouldn’t Underestimate EU’s Demographic Challenge

•   Bloomberg: All ECB Bond Purchases Could End Next Fall, Holzmann Says

•   Bloomberg: Xi Warns APEC Leaders Against ‘Relapsing’ to Cold War Tensions

※   Chinese President Xi Jinping urged Asia Pacific nations to avoid a return to tensions that could divide the region as they did during the Cold War

•   Bloomberg: Blinken Says Allies Would ‘Take Action’ If China Attacks Taiwan

※   though he again refused to say whether the Biden administration would be prepared to use the U.S. military in such a conflict.

•   Bloomberg: Xi to Deliver Party Doctrine to Change Course of China

※   Officials to ratify first historical resolution in 40 years

•   Bloomberg: Xi’s Biggest Wins and Losses After Nearly a Decade in Power

•   Bloomberg: China Nears Launch of First Modern Aircraft Carrier, Report Says

•   Bloomberg: Chinese Virus Expert Launches Scathing Attack on Covid Zero Push

•   Bloomberg: China Signals It’s Not Joining Pledge to Cut Methane Emissions

•   Bloomberg: Why China’s Real Estate Slowdown Isn’t Like Japan’s

※   economic fundamentals, size of housing market differ

•   Bloomberg: Worst Is Over for Indonesia’s Growth as Consumers Head to Malls

•   Bloomberg: China Covid Surge Could Set Back Kim Jong Un’s Border Reopening

•   Bloomberg: Yen’s November Gains Evaporate as Two-Year Spread Hits 2021 High

•   Bloomberg: U.S. Bonds Flash Mixed Messages on Inflation as Real Yields Sink

•   Bloomberg: Inflation Could Prove Difficult to Tame in Emerging Markets

•   Bloomberg: Siemens Energy Vows to Improve on Profit After Losses Narrow

※   Management expects to make headway in 2022 amid restructuring

•   Bloomberg: Xiaomi Shares Keep Sliding While Its Smartphone Ambitions Soar

•   Bloomberg: Volvo Signs On to COP26 Pledge, Seeing Risk EVs Will Doom Rivals

•   Bloomberg: India Wants $1 Trillion Before It Raises Targets to Cut Emissions

•   Bloomberg: Farmers Take on ‘Post-Apocalyptic’ Food Crisis

•   Bloomberg: Zero-Carbon Shipping Plan Targets Container, Iron Ore Routes

•   Bloomberg: Why a Decades-Old Pipeline Has Canada and Michigan at Odds

•   Reuters: Biden to sign $1 trillion infrastructure bill on Monday

•   Reuters: Biden, Putin may meet for talks in person in early 2022 - Kommersant

•   Reuters: Exclusive: Global carmakers now target $515 billion for EVs, batteries

•   Reuters: Russia and NATO weigh in as crisis mounts on Belarus-Poland border

•   Reuters: France experiencing start of fifth wave of COVID epidemic -minister

•   Reuters: Europe's pandemic productivity growth surge may wane: ECB study

•   Reuters: Germany will not immediately sign deal to make cars emission-free by 2035

•   Reuters: China urges U.S. to stop official interaction with Taiwan

•   Reuters: Marketmind: The inflation conundrum

•   Reuters: Codelco copper mine suffers landslide, no impact on operation

•   Reuters: EXCLUSIVE U.S. warns against IP, trade secret risks in draft EU tech rules - paper

•   Reuters: Moderna COVID-19 vaccine patent dispute headed to court -U.S. NIH head says

•   Reuters: GE energy spinoff aims to capture interest in renewables

•   CNN: Out-of-stock problems for online shopping are getting worse

•   CNBC: 2022 will be a record year for wind and solar, new report finds

※   Utility-scale solar and wind deployments are on track to hit a new record in 2022, according to a new report from S&P Global Market Intelligence.

•   CNBC: Fed ‘behind the curve’ on inflation, says former Obama economist Jason Furman

•   Fox Business: Where is surging inflation hitting Americans the hardest?

•   SCMP: Chinese scientists strike early gold in race to nuclear fusion power

•   SCMP: Chinese producers pass on high raw material costs as inflation risks grow

•   SCMP: China’s power crisis ‘man-made’, and miscalculations by Beijing serve as ‘a very painful lesson’, coal insiders say

•   SCMP: China trade: surging export prices mask falling volumes, but turning point looms as Christmas orders dry up

•   Caixin: China Moves Closer to Clearing mRNA Vaccines as Covid Booster Shots

•   Caixin: Everything You Need to Know About China’s Decarbonization Drive

•   Caixin: Huawei Donates Operating System to Chinese Tech Nonprofit

•   Caixin: Full Text: Yi Gang on China’s Progress on the Digital Yuan

•   Nikkei Asia: Kishida re-elected Japan PM, pushes ahead with economic stimulus

•   Nikkei Asia: Toshiba and GE breakups ask: Is the age of conglomerates over?

•   Nikkei Asia: Analysis: Xi's favorite 17th century monk to guide China-Japan ties

•   Economic Times: GDP boosted by base effect and vaccination, economists peg Q2 growth at 6.5-9.9%

•   Power Engineering: Hybrid power technology is key to energy transition – survey

•   reNews: Siemens Gamesa pilot produces first green hydrogen

•   DIGITIMES: Semiconductor material distributors remain upbeat about demand

•   Robotics Tomorrow: Trends in Industrial Robotics to Watch in 2022

•   매경(P1): '이재명표 지원금'에 반기든 기재부

•   매경(P1): 요소수 급한 불 껐지만…사태 장기화 불가피

※   비료대란에 농산물값 비상…장바구니에 '요소플레이션' 오나

•   매경: 차량용 요소 1만300t 확보했지만…한달여 지나면 모두 소진

•   매경: 우주왕복선·NFT·푸드테크…세상바꿀 신기술 쏟아진다

•   매경: 정부 '공약 참고서'…집값·원전 알맹이 쏙 빠져

•   매경: 반기문 "원전 없는 탄소중립 불가능"

•   매경: 무리한 주52시간 강행에…영세사업장 임금부담 급증

•   매경: "전자회사로 알았던 삼성, 이젠 바이오로 우뚝"

•   매경: [Science in Biz] AI반도체 육성 안 하면…'반도체 강국' 위상 무너진다

•   한경(P1): 라스무센 전 덴마크 총리 "기후변화 대응은 산업혁신 기회"

•   한경: 최태원 "기업, 탄소중립 해결사로 뛰게 하려면 페널티 대신 인센티브 줘야"

•   한경: "ESG 정보는 중요한 투자지표…투명하게 공개돼야"

•   한경(P1): '위드 코로나' 9일 만에 위중증 환자 역대 최다

•   한경: '위드 코로나' 본격 반영도 안됐는데…서울 등 수도권 병상 가동률 70% 넘어

•   한경: 정부, COP26서 '무공해車 선언'엔 참여 안해

•   한경: 한전·발전6社 "2050년 석탄발전 전면중단"

•   한경: 로봇이 택배물량 상·하차…드론이 오지 배송한다

•   한경: 문승욱 "美, 반도체 자료 요구 1회에 그쳐야"

•   한경: 현대차 "車·로봇·도심항공 통합 네트워크 개발"

•   한경: "MZ 마음 훔칠래" 유통업계, 메타버스·게임 속으로

•   서경(P1): 규제개혁 한다더니···"하나 풀면 다른 조건 16개 요구해"

•   서경: 모두가 규제 없앤다고 했지만···임기말 힘 빠져 결국 유야무야

•   서경: 韓美, 중국發 공급난 맞서 "반도체 공조"···철강쿼터 확대 논의도

•   서경: 물류난 겪는 항만도 요소수 '긴급 점검'···中의존 97% 달해 대응책 마련도 한계

•   서경: 또 기업이 나섰다...LX인터 “中서 요소 1,100톤 확보”

•   서경: 경총 “韓 근로기준법, 기업환경 변화에 대응 가로막아···선진화 시급”

•   조선(P1): 확 올라간 종부세 고지서 날아온다

•   조선: 1주택 보유세도 月60만원꼴 “정부에 월세 내”

•   조선: 총수입액의 0.03% 요소수에 全산업이 휘청… 다른 원자재도 비상

•   조선: 日 수출규제땐 ‘죽창가’ 언급한 文정부, 중국엔 아무 항의 안해

•   조선: 中 언론의 거드름 “한국, 우리 덕분에 요소수 위기 넘겨”

•   조선: 이재명 당선땐 내수·신재생, 윤석열 당선땐 원전·건설 업종 유망

•   조선: 대선 출범식에 등장한 서빙로봇… 어, 중국산이네

•   조선: 일자리 99.9% 회복? 서민경제고통지수는 최악

•   조선비즈: 파운드리 키우는 삼성·SK, 물류대란·원자재값 상승에 장비 수급 ‘곤혹’

•   조선비즈: [단독] 폐배터리 재활용 위해 뭉쳤다... 삼성·현대차·SK·LG, 첫 배터리 동맹

•   조선비즈: 춤추는 네 발 로봇, 유리창 태양전지… 新전력기술 선보인 ‘BIXPO 2021′

•   조선비즈: 3명 중 1명이 5G 쓰는데… 통신사, 돈 벌고 투자는 뒷전

•   조선비즈: 고정 생산 물량 없는 르노삼성, 부산공장 절반 가동 중단

•   조선비즈: 작지만 빠르다… 소규모 재건축 각광

•   중앙(P1): "차라리 기초수급자가 낫다" 2030, 중년이 하던 자활 줄섰다

•   중앙: 대한상의 간 이재명 “관료적 규제 없애야” 재계에 러브콜

•   동아(P1): [단독]英옥스퍼드大 “한국 코로나 방역 강도, G20 최저 수준”

•   동아: 美中 공급망 패권경쟁에 휘청대는 한국경제

•   동아: 수도권 아파트값 꺾이나… 지난달 매매 10건중 3건, 직전 거래가보다 떨어져

•   동아: “수출 효자 LNG선박 메탄 줄여라”… 조선업계, 초격차 기술로 승부

•   문화(P1): 與, 항목에도 없는 ‘방역지원금’ 10.1兆 증액 요구

•   문화: 美국무부 차관보 방한… 경제·통상 담당자들 집중 접촉

•   국민: ‘탄소중립’ 바람에 볕든 태양광… 정유·화학업계 진출 러시

•   서울: “삼성, 재생에너지 써라” 기후회의에 나타난 오징어게임

•   세계: 김동연 “李·尹, 국민 품질 검사 통과 못 해”

•   세계: ‘요소수 암초’ 만난 韓 경제… “2022년도 문제 생기면 경제 멈춰”

•   경향: ‘전기차 = 탈탄소’ 공식, 반은 맞고 반은 틀리다

•   머니투데이(P1): 2.6% 마통금리 4%대 '껑충'…"라면값도 이렇게 많이 안 올린다"

•   머니투데이(P1): 정기선 신사업 파트2..현대重 바이오 스타트업 투자한다

•   머니투데이: 현대重-대우조선 M&A 승인 여부, 다음달 22일 확정될듯

•   머니투데이: 美반도체 제출자료 보니 SK 이유있는 항변…"메모리 문제 없는데"

•   헤럴드경제: 단타 쳐도 양도세 45%...허점 파고든 법인 ‘아파트 쇼핑’

•   파이낸셜뉴스(P1): 이번엔 구인대란... 자영업자가 운다 [전세계가 '위드코로나 구인난']

•   파이낸셜뉴스: "한국 자가주거비 반영땐 물가 상승률 크게 뛸 것"

※   한국은행: 금융통화위원회 의사록(2021년도 제20차)(2021.10.12.)

•   파이낸셜뉴스: 최태원, 美 차세대 웨이퍼사업 키운다…5년간 7000억 투자

•   파이낸셜뉴스: 굴착기 100㎞ 먼 거리서도 원격조정... 요소수 필요없는 친환경 모델도 관심 [현장르포]

•   아시아경제: 李·尹 경제 공약 누가 만드나

•   아시아경제: 탄소중립 급발진에…발전소 일자리 절반 가까이 사라진다

•   디지털타임스(P1): [기획] "두산 떠난다"… 박용만 3부자 신선한 독립선언

•   디지털타임스: 日 법인세 25% 돌려받는데 韓 고작 8%

•   디지털타임스: "대출·세금규제 피하자" 아파트 매매 83%가 `3억 이하`

•   디지털타임스: 수도권 집값 떨어진 아파트 늘었다

•   이데일리(P1): 동학개미 쿼바디스?…서학·코인개미로 변신

•   이데일리(P1): [단독인터뷰]강영권, "산은 대출 없이 쌍용차 인수·운영자금 마련 가능"

•   이데일리(P1): 文 극찬한 'K-주사기'도 물류대란에 수출길 막혔다

•   이데일리: 항구에 발묶인 컨테이너 산더미…운임·보관비까지 '3중고'

•   연합: 오후 9시까지 전국서 2천140명 확진…11일 2천500명 안팎 예상

•   연합: 전경련 "기업자유 보장하는 美델라웨어주, 법인 설립지로 인기"

•   연합: 내일부터 유류세 20% 인하…휘발유 ℓ당 164원·경유 116원↓

•   더구루: 플러그파워, 역대 최고 실적 달성…SK 투자 '대박' 조짐

•   비즈니스포스트: 두산밥캣 주식 매수의견 유지, “미국 인프라 투자법안 통과의 수혜”

•   글로벌이코노믹: 두산중공업, 인도네시아에 석탄발전소 장비 공급

•   에너지경제: "신재생E 설치 쉽고 빨라진다"…전력거래소, 기술검토 원스톱 플랫폼 개발

•   에너지경제: 하반기 RPS 입찰 평균 경쟁률 1.59대 1로 작년 절반 수준…소규모 구간은 미달

•   전자신문(P1): SK온, '꿈의 배터리' 세계 첫 생산, '구반반 배터리' 시대 개막

•   전자신문: [이슈분석] 고성능 PCB '초호황'...조 단위 투자 '쩐의 전쟁' 펼쳐진다

•   전자신문: [이슈분석]파운드리까지 촉각 AMD-삼성 협업 유력시

•   전자신문: [이슈분석]소부장 수혜에 주목, 업계 "신규 제품 준비 완료"

•   ZDNet Korea: 폰 카메라 5개 시대...삼성·소니, CIS 투자 강화

[Opinions]

•   Project Syndicate(Jim O’Neill): How to Make Decarbonization Economically Sustainable

•   Project Syndicate(Dani Rodrik): The Resistible Rise of US-China Conflict

•   FT(Editorial Board): The climate case for nuclear power

※   Small modular reactors can potentially be built more quickly and cheaply

•   FT(Gillian Tett): What I got wrong about nuclear power

•   FT(John Plender): Bonds are an ESG blind spot in investing

•   FT(Brooke Masters): GE may be breaking up but conglomerates will survive

•   FT(Valentina Romei): Will UK house prices fall as interest rates rise?

•   FT(Andrew England): Oil price rise another reminder of Saudi Arabia’s lever over Biden

•   WSJ(Editorial Board): The GE Empire Breaks Up

•   WSJ(Karen Elliott House): Saudi Arabia Turns Toward China

•   WSJ(Bjorn Lomborg): A Reasonable Alternative to COP26 and Preaching Climate Doom

•   NYT(Thomas L. Friedman): The Climate Summit Has Me Very Energized, and Very Afraid

•   NYT(Farhad Manjoo): Apple’s New Microchip Could Transform Computing

•   NYT(Steve LeVine): America Isn’t Ready for the Electric-Vehicle Revolution

•   NYT(Genevieve Guenther, David Wallace-Wells): Got Climate Doom? Here’s What You Can Do to Actually Make a Difference

•   WP(David Ignatius): Xi’s heavy-handed reforms of China’s tech sector could have an upside for the U.S.

•   WP(George F. Will): ‘Peak oil’ somehow never arrives, but COP26 may have achieved peak climate hysteria

•   WP(Leana S. Wen): Vaccine requirements come with very real political risks. But they’re still worth pursuing.

•   Bloomberg(Editorial Board): Climate Finance: Rich Countries Must Keep Their $100 Billion Aid Promise

•   Bloomberg(Tyler Cowen): Pessimism About the U.S. Economy Comes From Unhappy Consumers

•   Bloomberg(Narayana Kocherlakota): Biden’s Fed Appointments Should Send a Message

•   Bloomberg(Brian Chappatta): A Taper Tantrum Could Follow This Inflation Spike

•   Bloomberg(John Authers): The Bond Market's Spasm Over a Brainard Fed Makes Little Sense

•   Bloomberg(Marcus Ashworth): China's Euro Bond Sale Leaves Cash on the Table

•   Bloomberg(Robert Burgess): Goldman Sachs’s Top Trades for 2022 Reveal Uncomfortable Truth

•   Bloomberg(Nir Kaissar): Wages Are Heading Up, But They’re Not Inflationary

•   Bloomberg(Brooke Sutherland): Is the Conglomerate Dead After GE's Three-Way Breakup?

•   Bloomberg(Lionel Laurent): Covid in Europe: France, Spain, Bulgaria, Romania See Different Pandemics

•   CNN(Mark Wolf): Higher gas prices and heating costs will hurt low-income families the most this winter

•   MarketWatch(Peter Morici): Free trade isn't dead unless America is

•   MarketWatch(Cullen Roche): You think the U.S. will get hyperinflation? There's a better chance that interest rates will go to zero

•   Global Times(Editorial Board): The more security challenges China faces, the stronger it becomes