Business Intelligence Monitor 211115

(Introduction)

[Markets]

•   Global: Stocks rally, led by growth names, dollar eases

•   US: Yardstick of future US inflation climbs to highest in over a decade

•   Natural gas: European gas prices ease as Kremlin soothes fears

•   Metals: Copper prices tick higher as dollar loses ground

•   Metals: Lithium prices keep rising on the strength of the Chinese market

•   Iron ore: Iron ore price on track for fifth weekly fall on demand worries

•   Grains: Soybeans climb as soymeal surges; U.S. wheat nears 9-year top

•   한국: 기관·외인 매수에 코스피 1%대 상승…2,968.80 마감

•   한국: 연말 달구는 원전주···한전기술 10년만에 10만원 뚫었다

•   한국: 7만전자에 지친 개인들, 매도 우위로

•   한국: 17일째 LG이노텍 사들인 기관…"메타버스 수혜株"

•   한국: 두산그룹주 다 올라, 두산 5%대 오리콤 두산밥캣 2%대 상승

[Indicators]

•   US Sep. Job openings: A record 4.4 million Americans quit their jobs in September as labor market tumult continued

※   WSJ: Record Quitting Fuels Tight Job Market

•   US Nov. Consumer sentiment: U.S. Consumer Sentiment Drops to 10-Year Low on Inflation Fears

※   Michigan gauge unexpectedly declined to 66.8 in November

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for third week in a row -Baker Hughes

•   Eurozone Sep. Industrial production: Eurozone Industrial Production Fell in September as Supply-Chain Strains Take Toll

•   India Sep. Industrial production·Oct. CPI: Industrial growth at 7-month low; retail inflation rises

•   Malaysia Q3 GDP: Malaysian Economy Returns to Contraction as Virus Curbs Hit

[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

[Calendars]

•   WSJ: Economy Week Ahead: Industry, Consumers and Inflation

•   FT: Between the City and the Holy See

•   Bloomberg: China’s Slowdown Poses Threat for Global Recovery: Eco Week

[News]

•   WSJ: COP26 Opens Path to International Carbon Trading

※   A U.N.-certified carbon credit could be used by regulated markets and standardize more informal ones

※   COP26: COP26 keeps 1.5C alive and finalises Paris Agreement - UN Climate Change Conference (COP26) at the SEC

•   WSJ: COP26 Climate Deal Shows Fragility of New Emissions-Cutting Pledge

•   WSJ: U.S.-China Surprise Cooperation on Climate Change Driven by Biden and Xi’s Need for Deal

•   WSJ: China’s Coal Addiction Runs Deeper Than Economics

•   WSJ: Covid-19 Cases Rise in Pockets of North and West, Halting Delta Variant’s Decline in U.S.

※   New cases are climbing in the Upper Midwest, Southwest and parts of Northeast ahead of holiday travel

•   WSJ: Centrist Democrats Await Cost Analysis on $2 Trillion Bill

•   WSJ: Democrats Try to Heal Rifts, Pass $2 Trillion Spending Bill

•   WSJ: High Inflation Pushes Biden to Focus Message on Rising Prices

•   WSJ: On Inflation Surge, the Fed Is Running Out of Excuses

•   WSJ: Inflation Expectations Could Be a Freudian Slip for the Fed

•   WSJ: Inflation Surge Whips Up Market Froth

•   WSJ: Inflation Bets Give a Boost to Small-Cap Stocks

•   WSJ: U.S. Moves to Ease Tariffs on Imported Steel, Aluminum From Japan

•   WSJ: Labor Market Has No Slack in Sight

•   WSJ: As American Workers Leave Jobs in Record Numbers, a Closer Look at Who Is Quitting

•   WSJ: Slow Return of Prime-Age Workers Threatens Recovery

•   WSJ: As the U.S. Races to Vaccinate Kids Against Covid-19, Some Countries Hold Back

•   WSJ: Covid-19 Vaccines Are Now Reaching Poor Countries, but Not People’s Arms

•   WSJ: Europe Sees ‘a New Type of War,’ Accusing Belarus of Weaponizing Migrants

•   WSJ: U.S. Briefs Allies on Possible Russian Threat Toward Ukraine

•   WSJ: What’s Driving Xi Jinping’s Economic Revamp? China’s Social Mobility Has Stalled

•   WSJ: What’s Happening on the Belarus-Poland Border?

•   WSJ: Natural-Gas Supply Is Back in Balance, but Prices Are Still Swinging

•   WSJ: U.S. Companies Aid China’s Bid for Chip Dominance Despite Security Concerns

•   WSJ: Chip Shortage Has Manufacturers Turning to Lower-Tech Models

•   WSJ: Toshiba, Like GE, Plans to Split Into Three Units

•   WSJ: Larry Culp Rewired GE. Then He Unwound It.

•   WSJ: General Electric’s Power Business Faces Stiff Competition as Spinoff Looms

•   WSJ: GE and the Belief in Management Magic

•   WSJ: Deere, United Auto Workers Reach New Tentative Agreement on Contract

•   WSJ: iPhone Maker Foxconn Expects Supply-Chain Issues Until Second Half of 2022

•   WSJ: Robots vs. Fatbergs: High-Tech Approaches to America’s Sewer Problem

•   WSJ: Johnson & Johnson to Split Consumer From Pharmaceutical, Medical-Device Businesses, Creating Two Companies

•   WSJ: Bitcoin Creator Satoshi Nakamoto Could Be Unmasked at Florida Trial

•   NYT: Biden and China’s Xi Will Hold Virtual Summit on Monday

※   The leaders of the world’s two largest economies confront tensions over trade, cyberthreats, the climate, Taiwan and human rights.

•   NYT: Will Real Estate Ever Be Normal Again?

•   NYT: Crunch at Ports May Mean Crisis for American Farms

•   NYT: What It’s Like Covering the Most Anticipated Climate Conference in Years

•   NYT: Who Has The Most Historical Responsibility for Climate Change?

•   WP: Post-ABC poll: Economic discontent rises, Biden approval declines

※   The president's agenda — an infrastructure bill he will sign Monday and a pending climate and social services measure — remains popular, even as some Americans worry about the size of government.

•   WP: Harris and Buttigieg under the spotlight amid uncertainty over Biden’s future

•   WP: Inflation emerges as defining economic challenge of Biden presidency, with no obvious solution at hand

•   WP: Biden has underestimated problems facing the country — and Democrats fear that has become a political problem

•   WP: The Glasgow climate pact, annotated

•   WP: United States climate diplomacy once again has a role

•   WP: 15% of all U.S. greenhouse gas emissions have occurred in the past decade

•   WP: During summit, extreme weather occurred around world

•   WP: 3G shutdowns could leave most vulnerable without a connection

•   WP: Long covid symptoms linger in 50 percent of people who survive the disease

•   WP: Countries around the world are debating coronavirus booster shots. Here’s where they’ve been approved.

•   WP: Russia assures E.U. it will continue delivering gas despite Belarus pipeline threats

•   WP: As covid-19 surges, more European countries consider lockdowns

※   Close to 2 million coronavirus cases were reported last week in Europe

•   FT: Business calls for more action after COP26 deal is watered down

•   FT: Relief for leading nations at deal seen as ‘death sentence’ by vulnerable

•   FT: Big oil and coal producers feel the heat as COP26 targets fossil fuels

•   FT: Crunch time for rich at COP26 on climate finance for developing countries

•   FT: Executive pay and climate: can bonuses be used to reduce emissions?

•   FT: EU plans to widen sanctions against Belarus

※   Brussels looks to step up response to ‘hybrid attack’ on bloc’s border

•   FT: The Covid drugs are finally here

•   FT: Ukraine warned of ‘high probability’ of Russian military escalation this winter

•   FT: Spain takes on private equity landlords as cost of housing soars

•   FT: ‘A visa and plane ticket for $4,000’: Migrants caught in EU-Belarus row

•   FT: Sweden no longer stands out in pandemic, says architect of ‘no lockdown’ policy

•   FT: Sleaze goes down badly with voters in Johnson’s ‘red wall’

•   FT: Boris Johnson urges Britons to get Covid booster jabs

•   FT: Brexit negotiators step back from brink on Northern Ireland

•   FT: Yellen says inflation will stay high until Covid is under control

•   FT: Muammer Gaddafi’s son registers for Libyan presidential elections

•   FT: Chinese state developers step up land auction activity to rescue local governments

•   FT: Probe into Evergrande’s links to regional bank poses new threat

•   FT: China seeks to tighten cyber scrutiny for companies in Hong Kong IPOs

•   FT: Australia vows to help US defend Taiwan from Chinese attacks

•   FT: ‘Failure of democracy’: why are coups on the rise in Africa?

•   FT: Argentina’s Peronists face uphill battle in midterm elections

•   FT: India economy roars back but price rises threaten recovery

•   FT: Will UK inflation hit the highest level in a decade?

•   FT: Chinese tech fundraisings head for first slump in seven years

•   FT: Car industry divided on road to zero emissions after climate deal snubbed

•   FT: Waiting staff accuse restaurants of cutting their tips to pay chefs

•   FT: AstraZeneca to take profits from Covid vaccine sales

•   FT: US rental fleets gain cachet as carmakers pursue electric vehicles

•   FT: Olympics sponsors pressured over China’s ‘appalling human rights record’

•   FT: Uber’s driver shortage has been caused by the ‘perfect storm’

•   FT: How will Facebook keep its metaverse safe for users?

•   FT: Bicycle supply disruption is getting worse, high-end manufacturer warns

•   FT: Airbus wins large order from veteran low-cost airline investor Franke

•   Bloomberg: Charting Global Economy: Inflation Shows Few Signs of Cooling

•   Bloomberg: Schumer Urges Biden to Tap Petroleum Reserve to Ease Fuel Prices

•   Bloomberg: Stalled China Bill Could Hitch Ride on Must-Pass Defense Measure

•   Bloomberg: Morgan Stanley Economists See 2023 Fed Hike, Differ With Gorman

•   Bloomberg: Kashkari Warns Fed Overreaction to Inflation Could Be Harmful

•   Bloomberg: Brainard’s Fed Contention Puts Focus on Inflation, Jobs Views

•   Bloomberg: San Francisco Fed’s Daly Declined White House Interest for Board

•   Bloomberg: U.S. Port Congestion Pushes Record Wait Times as Ships Keep Rolling In

•   Bloomberg: Inflation-Wary Manchin Voters Put Biden’s Agenda in Peril

•   Bloomberg: Blinken Expressed Taiwan Concerns to China’s Wang Yi in Call

•   Bloomberg: How the White House is Planning to Ease the Global Chip Shortage

•   Bloomberg: Euro-Area Inflation Is Diverging the Most Since the Debt Crisis

•   Bloomberg: Scholz Hunts for 50 Billion Euros to Seal German Coalition Deal

•   Bloomberg: Chip Shortage Sparks War of Words Between Top EU Officials

•   Bloomberg: Afghan Envoy Urges China to Lift Trade Barriers to Ease Crisis

•   Bloomberg: China’s Covid Czar Defends Policy; Says Strict Measures to Stay

•   Bloomberg: China’s Wildlife Is a Pandemic ‘Waiting to Happen,’ Study Finds

•   Bloomberg: Ex-PBOC Official Urges Caution on Effects of Property Curbs

•   Bloomberg: India Is Said to Take Forward-Looking Steps on Digital Currency

•   Bloomberg: Philippines Keeps Loose Virus Curbs in Capital Region

•   Bloomberg: Inflation Is Killing the Dollar Carry Trade in Emerging Markets

•   Bloomberg: Asia Stocks Earnings: More Bad News as Rebound Peaks

•   Bloomberg: Beijing Stock Exchange Launches With Focus on ‘Little Giants’

•   Bloomberg: World’s Biggest Bond Market Sees Warning Signs as Fed Pulls Back

•   Bloomberg: BOE Policy U-Turn Is Showing Up in Market Wagers Once Again

•   Bloomberg: Emerging Markets' Turnaround Tied to China, Principal's Seema Shah Says

•   Bloomberg: U.S. Shale Oil Output Seen at Most Since Early in Pandemic

•   Bloomberg: It’s Finally Getting Cold and Europe Doesn’t Have Enough Gas

•   Bloomberg: China Developer Sunac Raises $953 Million; Chairman Issues Loan

•   Bloomberg: Musk Taunts Bernie Sanders, Suggests He’d Sell More Tesla Stock

•   Bloomberg: Hon Hai Warns Chip Shortage Will Outweigh IPhone Boost to Sales

•   Bloomberg: COP26 Ends: What It Means for Earth, People, Companies and Countries

•   Bloomberg: COP Scorecard: Here’s What You Need to Know

•   Bloomberg: COP26 Coal Deal: Role of U.S. and China Hidden by India

•   Bloomberg: EU Is Out to Prove Saving the Planet Doesn’t Have to Hurt Growth

•   Bloomberg: What’s In a Pledge? COP Declaration Is More Goodwill Than Law

•   Bloomberg: U.S. Carmakers’ Push Into Electric Vehicles Means New Jobs

•   Bloomberg: Record Fuel Costs Convince Scooter-Loving Indians to Go Electric

•   Bloomberg: Eskom Wants South Africa to Take Over 50% of Debt: City Press

•   Reuters: WHO to set guidelines on COVID-19 antiviral pills soon

•   Reuters: Florida lawmakers to meet in special session over vaccine mandates

•   Reuters: Britain drafts COP26 plan to make sure promised climate cash arrives

•   Reuters: ECB asks for governments' help to hit inflation goal

•   Reuters: Central banks of UK and China extend $55 bln currency swap line

•   Reuters: Central banks of UK and China extend $55 bln currency swap line

•   Reuters: EXCLUSIVE Chinese embassy lobbies U.S. business to oppose China bills - sources

•   Reuters: Russia starts missile supplies to India despite U.S. sanctions risk

•   Reuters: Brazil President Bolsonaro postpones re-election event with Liberal Party

•   Reuters: Shipping companies feel the heat as investors shun coal

•   Reuters: Explainer: China's embattled developer Kaisa Group and the chairman behind it

•   Reuters: Analysis: COP26 message to business: clean up to cash in

•   Reuters: Analysis: As countries wrangle over climate pledges, how enforceable are they?

•   Reuters: Analysis: Argentina's Fernandez faces political acid test in midterm vote

•   AP: As virus surges in Eastern Europe, leaders slow to act

•   AP: EXPLAINER: Why quitting coal is so hard

•   AP: EXPLAINER: How power and ideology define Xi's rise in China

•   CNN: Angry about gas prices? Blame Wall Street

•   CNN: Why America's economy may still need trillions of dollars

•   CNBC: China and India will have to explain themselves on coal, COP26 president says

•   CNBC: WHO calls distribution of Covid boosters a ‘scandal’ as poor nations struggle to get first shots

•   CNBC: Inflation remains the hot topic in week ahead as Walmart and other key retailers report

•   CNBC: China slams U.S. democracy as a ‘game of the rich,’ at an event promoting Xi’s growing power

•   CNBC: Central bank digital currencies are a long way from becoming reality — unless you’re in China

•   CNBC: Too risky' to not use battery and hydrogen tech: Daimler Truck CEO

•   CNBC: Top tech investor Paul Meeks won’t put new money to work in Apple and other FAANG names, blames chip shortage that could extend through 2023

•   SCMP: Biden vs Xi: who has the upper hand for their summit?

•   SCMP: COP26 summit: China’s climate commitments in the spotlight after coal pledge is watered down

•   SCMP: China sees new spike in Covid-19 cases as northeastern city of Dalian becomes centre of national outbreak

•   SCMP: China’s SMEs: how important are small firms to the economy, and what challenges are they facing?

•   SCMP: Singles’ Day sales hit by rising anti-consumerism sentiment, China’s youth warn of ‘vicious circle’

•   SCMP: Without the razzmatazz, will Singles’ Day be able to retain its appeal amid changing shopper habits and new regulations?

•   SCMP: China’s 2022 plans come with one eye on US policies, pandemic’s evolution, former central bank adviser says

•   SCMP: China’s manufacturing hub proposes Hong Kong-style shopping vouchers to boost slowing economy

•   SCMP: China population: rural families unwilling, unable to have more children faced with ‘life of inferiority’

•   SCMP: China’s crackdown on education, property leave wealthy in crisis mode, and some are looking for an escape route

•   Global Times: Taiwan question to top Xi-Biden meet

•   Global Times: China's construction boom in Q4 to support growth amid economic headwinds

•   Nikkei Asia: Manufacturers rue dependence on China for supplies of magnesium

•   Nikkei Asia: Kishida's right-hand man shows new leadership style in Japan

•   Nikkei Asia: Avigan fails to prove COVID efficacy in U.S. trials, in blow to Fujifilm

•   Nikkei Asia: Japan aims to resume Go To Travel campaign in mid-January

•   Nikkei Asia: Blinken and Japan's Hayashi agree on early U.S. visit by Kishida

•   Nikkei Asia: Japan's economic stimulus to balloon to over $350bn

•   Nikkei Asia: Toyota revises down December production to about 800,000 vehicles

•   Nikkei Asia: China chipmaker SMIC keeps expansion on track amid US crackdown

•   Economic Times: K or OK? Some economists point out that economic recovery is far from being inclusive

•   MINING.com: Researchers push for more accurate battery metals demand forecasts

•   Equipment World: Bobcat's new compact excavators go where bigger machines can’t

•   MIT News: Dexterous robotic hands manipulate thousands of objects with ease

•   매경(P1): [단독] 상속세 개편 없던일로…10년 분할납부만 검토

•   매경(P1): "내년 전기료 오르나?"…한전 3분기 9300억 적자

•   매경: 탈원전 핵심인사, 靑경제수석 내정 논란

•   매경: 매일 이름 바뀌는 국민지원금…재난→방역→회복지원금

•   매경: MZ세대 눈높이 맞춘 삼성…동료평가제 도입

•   매경: "수익보다 공익 먼저 챙겨야죠"…요소대란 최전방서 뛰는 기업

•   매경: [단독] 美 동아태차관보, 국내 기업과 회동

•   매경: "서울 아파트값 비싸"…경기도 청약률 5년내 최고

•   매경(P1): [단독] 퇴직연금 수익률 10배…은행서 증권사로 옮기길 잘했네

•   매경(P1): 이재용, 20조 들고 미국 출장…반도체 통 큰 결단 나오나

•   매경: 對美 투자 늘리는 韓대표 기업들

•   매경: 李부회장, 해외 네트워크 복원에도 나서…바이든정부 고위직·빅테크 CEO 만날듯

•   매경: 요즘 부자들은…"코인을 왜 해? 주식을 해야지!"

※   KB경영연구소: 2021 한국 부자보고서

•   매경: '요소수 판매처 제한'에 판로막힌 중소기업 날벼락

•   매경: 세계는 석탄발전 속도조절하는데…韓, 성급하게 '완전폐지' 선언

•   매경: 李·尹 민생공약 놓고 경제·부동산 교수들 '혈투'

•   매경: 한중일 정상회의 올해도 무산되나

•   매경: [단독] "상속세, 공제한도 늘려야"…정부 용역받은 국책硏 직언

•   매경: 청년 불황한파 체감도, 역대 최고까지 치솟아

•   매경: 건설사가 조합원 금융비용 떠안는다

•   매경: "집 파느니 증여세 낸다"…경기 올들어 2만1천건 사상최대

•   매경: LG·SK·한화 사업재편에…M&A 시장 들썩

•   매경: 日, 인프라 건설 때 중국산 배제

•   한경(P1): [단독] 두산그룹 '아픈손가락', 건설 결국 팔린다

•   한경(P1): "이러다 다 죽는다"…3중고 덮친 車업계 '눈물의 호소'

•   한경: "경직적 노동규제 해결없인 한국GM서 전기차 생산 못한다"

•   한경: 美·中 등 자국 車산업 혜택 몰아주는데…한국은 세금으로 수입 전기차 지원

•   한경(P1): 셀트리온 코로나 치료제, 콧대 높은 유럽 뚫었다

•   한경: 들러리 예상했지만…무모한 도전 빛났다

•   한경: "인재 지키려면…高연봉보다 직원들에게 자율성 부여하라"

•   한경: 하루에도 수십명 퇴사하는 일용직, 임금명세서까지 주라고요?

•   한경: 코스닥 거래액, 20년 만에 코스피 넘어섰다

•   한경: "요소수, 긴급물량 풀었다고요?…코빼기도 못 봤습니다"

•   한경(P1): 공급망 장악한 中…한국은 속수무책

•   한경: "제2 요소수 대란 언제든 터질 수 있어…전략적 모호성 더는 안 통해"

•   한경: 갈륨·텅스텐·마그네슘…中이 막으면 반도체 라인 '스톱'

•   한경: "中 언제든지 마음만 먹으면 숨통 죈다 "…한국 기업들 '비상'

•   한경: "기업 수입처 다변화 절실…정부가 적극 지원해야"

•   한경: 中 없으면…주물·전선 뿌리산업도 휘청

•   한경(P1): "내년이 더 무섭다"…1주택자도 종부세 '패닉'

•   한경(P1): 고승범 금융위원장 "대출금리, 정부 직접개입 어려워"

•   한경(P1): CJ대한통운 2.5조 투자 물류센터 8배로 확대

•   한경: '1주택 양도세 비과세 기준' 9억서 12억으로 상향될 듯

•   한경: "가계부채 문제, 주택정책과 공조해 풀어야"

•   한경: "이젠 4분기를 볼때"…SK이노·심텍 실적 전망 상향

•   서경(P1): 임기내내 때리더니···일터지면 기업에 'SOS' [이슈앤워치]

•   서경(P1): 韓경제 '3高' 파고 덮쳤다

•   서경: 끝모를 공급병목에 연쇄 충격파···"최후보루 '재정 둑' 쌓아놔야"

•   서경(P1): 與 '이재명 예산' 증액 폭주

•   서경: 與, 정부 동의없이 '이재명 예산' 증액 폭주···예산안 파행 치닫나

•   서경: 요소수 확보 부랴부랴···정부 “차량용 5.3개월치 추가”

•   서경: 갈 곳 잃은 부동자금 1,544조 또 사상 최대

•   서경: LG전자, 차량용 ‘AR 소프트웨어’ 사업 본격 추진

•   서경(P1): 脫WTO 각자도생 시대···'차이나 리스크' 더 커진다

•   서경: G2에 힘 잃은 자유무역···'中 중독증' 벗어나 '우군' 확보해야

•   서경: 여론 눈치에···마음만 급한 CPTPP 가입

•   서경: 10년만에 韓 오는 美 통상수장···철강쿼터 실타래 풀릴까

•   서경: "中 요소 산업, '탄소감축' 구조조정 1순위···품귀사태 오래 간다"

•   서경(P1): '유류세 즉각 인하' 비밀···자본잠식 석유公이 기름값 떠안아

•   서경: [팩트체크] 10조 납부유예 놓고···재량권 쥔 국세청장에 쏠린 눈

•   서경: 'K반·디'의 힘...글로벌 소부장 韓투자 러시

•   서경: 그린수소 마저도 세제혜택 '0'...대한상의 "조세제도 개선 시급"

•   서경: 요소수 대란, 농업계까지 불똥···배추·양파 등 겨울농사 발등의 불

•   서경: 서울 빌라>아파트 거래량 역전, 이제는 '뉴노멀'

•   서경: 민주노총 또 ‘2만명 운집’···경찰 수사 착수

•   조선(P1): 태양광·풍력 입지… 한국, 42國중 꼴찌

※   Nature: Geophysical constraints on the reliability of solar and wind power worldwide

•   조선: 신재생에너지 발전 폐기물 처리도 골치

•   조선: “전기료·관리비는 보상 안해줘… 실상 모르는 탁상행정”

•   조선(P1): 아파트 저층까지 덮은 ‘박원순 태양광’

•   조선: [정철환이 만난 사람] “원자력에 매력 못 느끼게 하는 한국의 사회적 분위기가 문제… 세계적 경쟁력 있는 韓 원전은 에너지 위기 헤쳐갈 인류의 무기”

•   조선: 위드코로나에 배달앱 이용자 22% 줄었다

•   조선비즈: ‘글로벌 공급망 교란’ 10월 제조업 취업자 432만명... 2013년 이후 최저

•   조선비즈: 샤오미 스마트폰 韓 점유율 1%… “中 부정적 인식이 발목”

•   조선비즈: 연 44%씩 커지는 ESS 시장… 한국은 안전 논란·지원 미비로 ‘고사 위기’

•   조선비즈: 삼성전자 3나노 초미세공정 첫 고객 AMD·퀄컴 유력

•   조선비즈: 11월 금리인상 예고한 한은 ‘진퇴양난’…경제학계도 ‘신중론’

•   인베스트조선: 후계 구도 단순해진 두산그룹...박지원 VS 박진원 경영권 승계 후보는

•   중앙(P1): 정부 “10대 백신 접종 강력 권고” 확진자 늘자 방역 고삐

•   중앙(P1): 요소수사태 언급 대신 “공정 무역 복원해야”

•   중앙: “마스크 37원 받아야 본전인데 15원, 아파트 한 채 날렸다”

•   중앙: AI 활용, 수처리·배터리 사업까지…디지털·친환경 가속

•   중앙(P1): 규제혁파 외친 문 정부, 규제법안 발의는 3배

•   중앙: 친환경차라며 ‘승합차는 LPG’ 강제, 막상 충전소 적어 불편

•   중앙(P1): 서킷 브레이커 기준, 서울·인천은 초과…중증병상 76% 찼다

•   중앙: “병상 여유 있다” 하루 만에, 긴급 징발령 내린 정부 [현장에서]

•   중앙: 요즘 택시 왜 안잡히지? 알고보니 기사 2만5000명 떠났다

•   중앙: [View & Review] 취업자 수 99.9% 회복? 머릿수만 따진 ‘반쪽짜리 진실’

•   중앙: 내년엔 커피값도 뛴다…이상기후·물류대란에 원두값 2배

•   동아: 전기차 글로벌 판매 올해 153%↑… 현대차 6위

•   한국(P1): "한국, 석탄 사용으로 발생하는 '1인당 온실가스' 세계 2위"

※   Ember: Coal Power Emissions Per Capita show Australia and South Korea far beyond India and China

•   한국(P1): '누구나 1000만원 대출·LTV 80%'…가계빚에 눈감은 이재명·윤석열

•   한국(P1): 허 찌른 윤석열 "종부세 없애겠다"... 집부자 민심 '구애'

•   국민(P1): 유류세 20% 내렸는데… 대다수 주유소 반영 안해

•   국민(P1): ‘위드코로나’ 불붙은 보복소비 ‘환호’… 유통업계 최고실적

•   국민: 부품 덜어낸 ‘미완성 신차’ 그래도 받으시겠습니까

•   서울: 서울 물가 4년째 아시아 최고… 미국發 인플레 전 세계로 확산

•   서울: 배추 46%, 열무 150%, 굴 36% 폭등에 “한 줌만 더” “남는 게 없다” 실랑이만

•   세계: 전세계 에너지 부족 초비상… ESG, 뛰기도 전에 발목 잡히나 [심층기획]

•   세계: 재생에너지 줄자… 발전비중 20% 가스가 전기료 ‘좌지우지’ [심층기획-‘에너지 대란’ 유럽을 가다]

•   한겨레(P1): [단독] 외주화가 키운 ‘불통의 늪’ 죽어도, 메워지지 않았다

•   머니투데이(P1): '경제고통지수' 10년만에 최고 찍었다…일자리·물가 둘 다 '암울'

•   머니투데이: "전세가 사라진다"..은행에 갚은 월세 91만원>집주인 월세 67만원

•   헤럴드경제(P1): 인플레·공급망…경제 2대 위협요인

※   기재부: [보도참고]2021년 11월 최근경제동향

•   헤럴드경제: 일상 모든 것을 잇는 e세상 플랫폼 ‘유통 경계를 허물다’ [P-코노미가 온다 ③Platform]

•   파이낸셜뉴스(P1): 전기차 보조금 '미스매치'… 속끓는 계약자들 [보조금 소진에 친환경차 급제동]

•   머니투데이: 글로벌 D램 슈퍼사이클 7분기만에 꺾이나… 서버 D램 올 첫 하락

※   IC Insights: After Strong Gains, DRAM Prices Expected To Retreat in 4Q21

•   머니투데이: 금리인상기' 2%대 주담대 사라져간다

•   파이낸셜뉴스: "글로벌 물가급등 당분간 계속… 공급부족·기후변화 등 뇌관 여전"

※   한국은행: 해외경제 포커스(제2021-43호)

•   파이낸셜뉴스: 꺾일줄 모르는 식량값… 수입비중 높은 한국도 비상

•   파이낸셜뉴스: 태양광산업 열기 후끈…全밸류체인 가격 올랐다

•   파이낸셜뉴스: 산유국 대형 프로젝트 쏟아진다… 건설사 '수주잭팟' 청신호

•   디지털타임스(P1): [기획] 아파텔도 투기광풍… 망가진 부동산

•   디지털타임스(P1): IPO 공모액 20조 넘었다

•   디지털타임스: 기준금리 인상 앞둔 대출금리, 상승세 더 빨라지나

•   이데일리: 안철수, 김동연과 단일화 시사…`제3지대` 세력화 시동

•   이데일리: 답답한 코스피와 신고가 S&P500…그래도 '환승' 말란 이유는?

•   연합: 오후 9시까지 전국서 1천867명 확진…어제보다 395명 적어

•   연합: 2년 만에 오프라인 컴백하는 CES…미래 산업 신기술 쏟아진다

•   연합: 두산, 3분기 영업이익 2천595억원…작년 대비 80% 증가

※   (주)두산: 3/4분기 ㈜두산 경영실적

•   연합: 위드 코로나에 소상공인 매출 회복세…뷔페는 코로나 이전 대비 -34%

•   연합: 한국 가계빚, 우울한 세계 2관왕…GDP 대비 최대·증가 속도 1위

•   연합: 한국서 전기차 올해 3분기까지 7만1천대 팔렸다…세계 7위

•   뉴시스: 다우존스 지속가능지수에 현대차 등 국내 21개사 편입

•   SBS: [단독] 두산 출신 KBO 총재가 '리그 중단' 주도…왜?

•   더구루: 유럽 원전 투자 재개' 프랑스·체코와 밀월 '이목'

•   데일리안: [단독] '아이폰13' 개통 50만대 넘었다

•   시장경제: [단독]한전, 국내 민간기업과 '산업용 수소 보일러' 공동 개발

•   에너지데일리: “중국, 재생에너지 유연성전원 ‘양수발전’으로 해결한다”

•   전자신문(P1): 웨이퍼 가격 급등…IT제품 '도미노 인상' 우려

•   전자신문(P1): "버튼 누르면 골목길 탈출"…현대모비스, 도심형 자율주행 'MPS' 개발

•   전자신문: 현대차그룹 내년 신차 모델 '전기차>내연기관차'

•   전자신문: [이슈분석]삼성 미 반도체 공장 결정 임박...파운드리 전쟁 시작됐다

•   전자신문: [이슈분석]커지는 파운드리 시장 '각축전'

•   전자신문: 갤럭시S21 FE, 마케팅 이미지 유출... 내년 1월 공개 전망

•   전자신문: 80인치대 대형 TV, "이젠 너무 크지도 비싸지도 않다"

•   전자신문: 재생에너지 수급 불확실성 해소한다...에너지연, 분산자원 관리플랫폼과 라우터 기술 개발

•   ZDNet Korea: 네이버는 '제페토'·카카오는 '공동체'…메타버스 힘준다

•   로봇신문: 물류 로봇업계 인수 합병 열기 뜨거워

[Opinions]

•   Project Syndicate(Eric Hazan, Jonathan Haskel, Stian Westlake): The Rise of Intangible Capitalism

•   Project Syndicate(Josep Borrell): A Strategic Compass for Europe

•   FT(Editorial Board): Zero-Covid countries have run out of road

•   FT(Editorial Board): COP26 has achieved more than expected but less than hoped

•   FT(Editorial Board): Joe Biden cannot ignore the political cost of rising energy prices

•   FT(Rana Foroohar): The oldest asset class of all still dominates modern wealth

•   FT(Robert Shrimsley): Life, the metaverse and everything: a quick guide

•   FT(Katie Martin): Hedge funds learn the hard way in bonds shock

•   FT(Merryn Somerset Webb): Don’t fall for the myth of fast-rising population growth

•   FT(Viv Groskop): The Great Resignation is a good story — but not what most people want

•   FT(Willem Buiter): The Fed must abandon average inflation targeting

•   FT(George Robertson): US nuclear arms shift could raise risk of inadvertent conflict

•   FT(Justin Jacobs): Biden’s green agenda is not the driver of the US petrol price surge

•   FT(Lex): UK house prices: market needs more supply not fewer buyers

•   FT(Lex): Carbon Counter/EVs: cleaner electricity makes a big difference to emissions

•   WSJ(Editorial Board): The Inflation Revenue Dividend

•   WSJ(Editorial Board): Folding America’s Nuclear Umbrella

•   WSJ(Editorial Board): The Yield Control Bust in Australia

•   WSJ(Andy Kessler): The Chip That Changed the World

•   WSJ(Sadanand Dhume): What New Delhi Needs to Stand Up to Beijing

•   WSJ(Jason Hayes): Democrats Threaten to Send Winter Shivers Through Michigan

•   WSJ(Kevin Rudd): ‘Xi Jinping Thought’ Makes China a Tougher Adversary

•   WSJ(Steve H. Hanke, Christopher Arena): Biden Touts Infrastructure in Crumbling Baltimore

•   WSJ(Ben Ritz): Democrats Invite More Inflation—and Political Disaster

•   NYT(Editorial Board): It’s Time to End the Pandemic Emergency at the Border

•   NYT(Paul Krugman): History Says Don’t Panic About Inflation

※   here’s what you need to know about that 1946-48 inflation spike: It was a one-time event

•   NYT(Paul Krugman): Wonking Out: How Global Is Inflation?

•   NYT(Spencer Bokat-Lindell): Worried About Inflation? Here Are Some Reasons for Optimism.

•   NYT(Rebecca Adler-Nissen, Sune Lehmann, Andreas Roepstorff): Denmark’s Hard Lessons About Trust and the Pandemic

•   NYT(Anne-Marie Slaughter): It’s Time to Get Honest About the Biden Doctrine

•   WP(Editorial Board): The U.N. climate process is cumbersome and chaotic — and the world’s best hope

•   WP(Editorial Board): With his eye on the future, Xi Jinping seizes control of the past

•   WP(Editorial Board): The U.S. needs a better way to get infrastructure done

•   WP(Henry Olsen): Are Americans starting to embrace one-earner households again?

•   WP(Josh Rogin): Biden can deny Putin another tool for menacing Europe

•   WP(Fareed Zakaria): Can we compete with China and also save the planet?

•   Bloomberg(David Fickling): Forget the Words of This COP26 Deal. Follow the Money

•   Bloomberg(Mihir Sharma): World Needs a Covax for Climate Technologies

•   Bloomberg(John Authers): CAPM Redesign Still Shows Stocks Close to 1929 Valuation

•   Bloomberg(Robert Burgess): Markets Signal That Panic Over Inflation May Be Premature

•   Bloomberg(Shuli Ren): China Has to Tame Two Kinds of Bad Borrowers to Get Through This Property Crisis

•   Bloomberg(Julian Lee): OPEC’s Fears of an Oil Glut Are Built on Faulty Forecasts

•   Bloomberg(Ramesh Ponnuru): Inflation and the Economy: Americans Think They're Slipping Because They Are

•   Bloomberg(Matthew Brooker): Xi Jinping’s Victory Lap Looks a Little Premature With Economic Growth Slowing

•   Bloomberg(Mark Gilbert): Central Bankers Are Blowing Up Macro Hedge Funds

•   Bloomberg(Stephen L. Carter): Transitory' Inflation? That's Not the Word for It

•   Bloomberg(Lara Williams): Post-Covid Travel Industry Has Reason for Optimism and Anxiety

•   MarketWatch(Mark Hulbert): If inflation is more than transitory, consumer prices and stocks could both keep climbing

•   Reuters(John Kemp): India's coal and electricity shortages ease

•   Reuters(Andy Home): Falling stocks pose problems for London Metal Exchange

•   매경(김상협): 글래스고에서 본 절망, 그리고 희망

•   한경(사설): 한전도 '원전 커밍아웃'…이젠 탈원전 미몽서 깨어나야

•   한경(문철우): '저탄소 경제' 위해 게임의 룰 바꿔야

•   서경(사설): 태양광·풍력 입지 꼴찌···이제는 탈원전 고집 버려라

•   조선(사설): 비리 특혜 낭비 대명사 된 태양광, 전력 안정성도 세계 꼴찌

•   이데일리(사설): 풍력ㆍ태양광 전력안정성 바닥, 탈원전 뒷감당은 누가