[Markets]
• Cryptocurrency: Bitcoin Briefly Drops Below $60,000 as Strong Dollar Weighs on Crypto
[Indicators]
• US Sep. Business inventories: U.S. business inventories rise solidly in September
• US Oct. Retail sales: Retail Sales Rose by 1.7% in October Despite High Inflation
※ U.S. shoppers boosted spending last month, taking on higher prices
• US Oct. Industrial production: U.S. Factory Output Rises More Than Forecast as Ida Impact Fades
• US Oct. Export·Import prices: U.S. import prices surge in October on petroleum, food
• US Nov. NAHB housing market index: U.S. Homebuilder Sentiment Increases to a Six-Month High
• Eurozone Q3 GDP(rev.): Eurozone Economy Grew Strongly in 3Q, Confirming First Estimate
• UK Oct. Employment: UK employment rises despite end of furlough scheme
• 한국 2020년 주택소유: 무주택 가구 900만 넘었다
• 한국 9월 재정수지: 세수 늘어도…재정적자는 75兆
• 한국 10월 거주자 외화예금: 원화약세에 기업 '달러 모으기'…외화예금 첫 1000억달러 돌파
[Trackers]
• Johns Hopkins University: COVID-19 Global Cases & Deaths
• Worldometer: COVID Live Update
• Bloomberg: Covid-19 Vaccine Tracker
• CNN: Tracking America's recovery
• Bloomberg: Global PMI Tracker
• Bloomberg: The Covid Resilience Ranking
[News]
※ Afghanistan, North Korea and Iran, as well as human rights, climate change and concerns over Taiwan were among topics U.S. and Chinese presidents discussed
※ White House: Readout of President Biden’s Virtual Meeting with President Xi Jinping of the People’s Republic of China
※ Testing found pill 89% effective at reducing risk of hospitalization and death from Covid-19 when taken soon after diagnosis
※ Activity takes place at site that U.N. atomic watchdog is unable to monitor
※ Gas prices jump as energy regulator’s decision deals another blow to Kremlin-backed project
※ Senate Banking chair says Powell, Brainard both have votes
※ FOMC has retained optionality on speeding up taper process
※ President says he, Xi assigned officials to continue talks
• Bloomberg: WTO Gets Chance to Break Drought, Show Relevance
• Bloomberg: China Bill With Chips Aid to Ride on Defense Measure
※ China and the U.S. agreed to ease visa restrictions imposed during the Trump administration on each other’s journalists
• Bloomberg: How Tulsa Lured 1,200 Remote Workers to Move
• Bloomberg: Climate Actions in New Law Are Merely a Down Payment
• Bloomberg: The Electric Vehicle Invasion Is Already Here
• CNBC: U.S. shale has a message for the Biden administration: Ask us to increase oil production, not OPEC
• CNBC: Rent for single-family homes surged 10% in September, boosted by job growth, pricey for-sale market
• CNBC: ‘No way around hydrogen’ says RWE CEO, as firm lays out plans to invest billions in renewables
• Fox Business: Democrats' tax plan would cost US economy more than it raises in new revenue: analysis
※ Tax Foundation: House Tax Plan Impact: Economy Loses More than Revenue Gains
• SCMP: US asks China to release oil reserves as part of discussions on economic cooperation, source says
• SCMP: China calls for global cooperation to improve energy supplies as power prices surge across the world
• Nikkei Asia: U.K. 'on track' to join CPTPP by 2022, trade official says
• Nikkei Asia: Japan, China, Thai envoys diversify Myanmar diplomatic focus
• Nikkei Asia: Japan to shorten quarantine for J&J COVID vaccine recipients
• Economic Times: Fitch affirms 'BBB-' rating for India, forecasts 8.7% GDP growth in FY22
• Power Engineering: Global energy storage market set to grow 20X by 2030; will hit one terawatt-hour
• Robotics Tomorrow: Machine Vision of Tomorrow: How 3D Scanning in Motion Revolutionizes Automation
• 매경(P1): 오전에 10조, 오후엔 19조…기재부 초과세수 계산 오락가락
• 매경(P1): [단독] 이해진, 유럽 벤처에 5400억 투자
• 매경(P1): [단독] 캐나다 노바스코샤은행도 한국 떠난다
• 매경: 삼성 美반도체공장, 테일러市로 기우나
• 매경: 중국發 소형굴착기 판매 급증…국내 영향은?
• 한경(P1): 삼성전자의 파격…직급 완전히 없앤다
• 한경: 11만명 중 임원 641명…확률 '0.5%'
• 한경(P1): SK, 먹는 코로나 치료제 위탁생산
• 한경: 메타버스 열풍, IT기기·엔터까지 번졌다
• 서경(P1): 탄소중립 40%도 모자라서···이재명 "50%로 더 높여야"
• 서경: 롯데도 참전···740조 도심 하늘길 3파전
• 조선: 증세 카드 꺼낸 李… 타깃은 부자·기업
• 조선비즈: 화물연대 25일 총파업 예고... 연말 물류대란 현실화
• 조선비즈: 車업계, 반도체 부족에 출고 늦어지자 ‘맞춤형 생산’ 강화
• 인베스트조선: 배터리·반도체·자율주행…4대그룹 내년 성장 키워드도 '모빌리티'
• 인베스트조선: 네이버ㆍ신세계ㆍ현대차...내년 대기업 '리츠 전쟁' 벌어진다
• 중앙: 주식 양도세 찬바람, 개미들이 짐 싼다
• 동아(P1): 부스터샷 맞고도 돌파감염… 국내서는 처음
※ 부스터샷 간격 4~5개월로 단축
• 문화(P1): “민노총 정치몰두 못 참아” 新노조 문화 여는 MZ세대
• 문화(P1): 환경부, 산업용 요소수 차량용 전환 사실상 난색
• 한국(P1): "내년 1월 1인당 20만원 전국민지원금 지급" 못 박은 與
• 국민(P1): [단독 인터뷰] 윤석열 “건설 중단된 원전 재추진하겠다”
• 세계: 요소수 하루 생산량, 일평균 소비량 첫 추월
• 머니투데이(P1): 이번엔 마그네슘 대란?...韓 아직은 괜찮지만 "대체기술 찾아야"
• 머니투데이(P1): '대박' 꿈꾸며 산 제약·바이오株…현실은 신약개발 10.5년, 성공률 7.9
• 머니투데이: 현대차·카카오·쏘카 '깐부'로 나서자…물 만난 자율주행 스타트업
• 머니투데이: 코스닥 '시총 톱10' 손바뀜…반도체장비→바이오→게임株
• 헤럴드경제(P1): 가상자산 열풍? 그래도 현금!
• 헤럴드경제: 11개국 50여개 기업 메타버스로 하나 되다
• 헤럴드경제: 원전, 탄소중립 바람 타고 돌아오다
• 파이낸셜뉴스(P1): 전기차 시대… 부품사 10곳중 2곳 소멸위기 [車부품산업 양극화]
• 파이낸셜뉴스: 환경규제에 '이중연료 추진선' 효자…올 수주량 64% 견인
• 아시아경제(P1): [단독]中企 인재 빼가면서 핵심 기술 훔쳐간다
• 디지털타임스(P1): [기획] 대출숨통 끊더니 은행 배만 불렸다
• 디지털타임스(P1): 지역가입 건강보험료 11월분 평균 6.9% 올라
• 이데일리(P1): [단독]동국제강, 中법인 철강 판매 중단…사업 구조조정
• 뉴스토마토: (신먹거리, 배터리 소재)②리튬 가격 320%↑소재 값 고공행진
• 뉴스토마토: (신먹거리, 배터리 소재)③배터리 세계 1위인데…소재는 중국산
• 아주경제: [CSF2021] 설익은 20여 번의 정책이 시장 왜곡
• 에너지경제: 전기료 인상 억제 부메랑…한전 ‘적자’ 발전자회사 ‘흑자’
• 에너지경제: 가스公, 대한민국 대표 수소 플랫폼 사업자로 탈바꿈
• 에너지데일리: “한국판 뉴딜 힘입어 국내 태양광 투자 사상 최고 기록했다”
• 전자신문(P1): 온실가스 배출량, LG 줄고 삼성 늘었다
• ZDNet Korea: 원자재·반도체 부족에 삼성·LG 가전 가격도 줄줄이 올라
• 로봇신문: 제10회 대구국제로봇산업전, 나흘간 일정 돌입
[Opinions]
• Project Syndicate(Robert Skidelsky): What Killed Macroeconomics?
• Project Syndicate(José Antonio Ocampo): Rich Countries' Double Standards on Taxation
• Project Syndicate(Mariana Mazzucato): The Right Institutions for the Climate Transition
• FT(Editorial Board): Argentina’s chance to break the cycle of decline
• FT(Martin Wolf): Fed policy must adjust for inflation
• FT(Megan Greene): Don’t believe the deglobalisation narrative
• FT(Martin Sandbu): EU’s win against Google provides reminder of its regulatory power
• FT(Julian Allwood): Technology will not solve the problem of climate change
• WSJ(Editorial Board): America Will Be Number One—in Taxes
• WSJ(Editorial Board): ‘We Want Them to Go Bankrupt’
• WSJ(Editorial Board): An Illegal Vaccine Mandate
• WSJ(Walter Russell Mead): The COP26 Summit and the Global Age of Shams
• WSJ(William A. Galston): Strap Yourself In: Inflation Isn’t Going Away
• WSJ(William McGurn): Biden’s Spending Gives Milton Friedman the Last Laugh
• NYT(Paul Krugman): Policy and the Fog of Politics
• NYT(Fredrik deBoer): Democratic Socialists Need to Take a Hard Look in the Mirror
• WP(Catherine Rampell): On inflation, both Biden and Republicans are suffering from the same delusion
• WP(Max Boot): Democrats are on course to lose in 2022 and 2024. If they do, we may lose our democracy.
• WP(Paul Waldman): Biden promised us calm. Republicans had other ideas.
• WP(Helaine Olen): Inflation drives people nuts. When will Democrats wise up?
• WP(Yong Kwon): What’s missing in the debate about inflation
• Bloomberg(Tyler Cowen): Higher Inflation: Why Do Economists Dislike It So Much?
• Bloomberg(John Authers): Greenspan's Bond Yield Conundrum Has Returned to Haunt Markets
• Bloomberg(Gary Shilling): Gary Shilling's Guide to the Post-Pandemic Economy, Part 2
• Bloomberg(Jonathan Bernstein): Biden Infrastructure Win Won’t Make Him More Popular
• MarketWatch(Mark Hulbert): Stocks, gold and these specialized ETFs all fight inflation. Here’s what you need to know about them.
• Fox News(Henry Cuellar , Luke Metzger): We're about to receive the largest infrastructure investment in US history and it's a good thing
• Caixin(Xu Heqian): Summit Sets the Right Course for China-U.S. Relations
• 한경(최기련): 국가 이기주의가 장악한 COP26
• 동아(류호정): 탄소중립 위한 CO₂ 처리 기술
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