Business Intelligence Monitor 211122

(Introduction)

[Markets]

•   Global: Safe havens surge, oil sinks as investor seek COVID respite

•   US: Semiconductor Stocks Soar as Chip Shortage Persists

•   Turkey: Turkish lira sinks to new low as investors warn of ‘vicious cycle’

•   Metals: Aluminium gains as blast at China smelter fuels supply fears

•   Iron ore: Iron ore price rebounds on positive news from China’s property sector

•   Grains: Wheat firms with exports in focus; corn, soybeans fall

•   한국: 코스피, 나흘만에 반등해 2,970대로…외인·기관 순매수

•   한국: 애플카 '썰'만 흘러나왔을 뿐인데…끙끙앓던 LG전자 주주들 신났다

•   한국: 533% 뛴 한전기술, 설계부서 재배치에 11% 급락

•   한국: 두산그룹주 대체로 내려, 두산 6%대 두산밥캣 2%대 떨어져

[Indicators]

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

•   Germany Oct. PPI: German Producer Prices Rise at Fastest Annual Pace in Almost 70 Years

•   UK Oct. Retail sales: Sold! Auction houses and clothes shoppers lift UK retail sales

•   UK Oct. Public borrowing: UK public borrowing drops less than expected on Covid vaccination costs

•   UK Nov. Consumer confidence: UK consumer confidence improves despite surging inflation

•   Japan Oct. CPI: Japan's consumer prices extend gains as fuel costs surge

•   Peru Q3 GDP: Peru’s Economy Grew 11.4% in Third Quarter, Topping 2019 Level

[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: Home Sales, Consumer Spending, Inflation

•   FT: Countdown to Thanksgiving, Black Friday frenzy and sober reflections

•   Bloomberg: Second Winter of Woe Threatens Global Economy: Eco Week Ahead

[News]

•   WSJ: House Passes Roughly $2 Trillion Social Spending and Climate Bill

※   Democrats persuade a slim majority to approve centerpiece of Biden’s economic agenda; bill faces evenly divided Senate

•   WSJ: The Surprise Winners From Biden’s $2 Trillion Spending Bill: Wall Street and Tobacco Companies

•   WSJ: Tax Plan Inflames Democratic Debate in Senate Over Biden’s $2 Trillion Spending Bill

•   WSJ: White House Aims to Close Gaps Among Lawmakers for Reconciliation Bill

•   WSJ: Biden Administration Signals Its Infrastructure Priorities With $1 Billion in Transportation Grants

•   WSJ: Pfizer-BioNTech, Moderna Covid-19 Boosters for All Adults Backed by FDA, CDC

※   The CDC director’s signoff will make the extra doses available this weekend as case counts begin to increase again nationally

•   WSJ: Biden Administration Looks to Expand Access to Covid-19 Antiviral Pills

•   WSJ: Covid-19 Treatments: What Is FDA Approved and What Is Coming Next?

•   WSJ: Two Democrats Oppose Powell for Fed Chair, Citing Climate Change

•   WSJ: Biden Nears Endgame on Fed Chair Decision

•   WSJ: Two Fed Officials Weigh Prospect of Speeding Bond-Buying Taper Process

※   Fed Vice Chairman Clarida and Fed governor Waller point to inflation, strong economy in separate appearances

•   WSJ: U.S. Covid-19 Deaths in 2021 Surpass 2020’s

※   Pandemic continues to exact huge toll despite vaccines as Delta variant spreads

•   WSJ: Most Vulnerable More at Risk of Breakthrough Hospitalization

•   WSJ: Supply-Chain Problems Show Signs of Easing

※   Asian output is coming back and some bottlenecks are clearing, but labor shortages could persist into next year

•   WSJ: Modern Monetary Theory Isn’t the Future. It’s Here Now.

•   WSJ: At 1.9%, Nebraska Has Lowest Unemployment Rate of Any State, Ever

•   WSJ: Secret Chinese Port Project in Persian Gulf Rattles U.S. Relations With U.A.E.

•   WSJ: Chinese Tennis Star Peng Shuai Appears in Beijing Amid Assault Claim

※   Takes part in video meeting with International Olympic Committee president hours after footage shows her attending tennis tournament

•   WSJ: Why Japan Appears Immune to Global Inflation Surge, So Far

•   WSJ: Fed Programs Have Kept Finance Flowing to Fossil Fuels

•   WSJ: Business Group Challenges Lina Khan’s Agenda at Federal Trade Commission

•   WSJ: Ford Scraps Plan to Develop an Electric Vehicle With Rivian

•   WSJ: The Great Shopping Reset: How the Pandemic Helped Fix the Retail Industry

•   WSJ: With Vaccine Mandate Looming, Business Owners Face Wary Workers

•   WSJ: Companies Face Office-Reopening Dilemma

•   WSJ: Home Prices Are Surging. The Manufactured-Housing Industry Sees an Opening.

•   WSJ: How Companies Raise Prices Without Raising Prices

•   NYT: How the U.S. Lost Ground to China in the Contest for Clean Energy

"

※   Americans failed to safeguard decades of diplomatic and financial investments in Congo, where the world’s largest supply of cobalt is controlled by Chinese companies backed by Beijing.

"

•   NYT: A Power Struggle Over Cobalt Rattles the Clean Energy Revolution

•   NYT: Race to the Future: What to Know About the Frantic Quest for Cobalt

•   NYT: How Are Electric Vehicle Batteries Made?

•   NYT: China’s Influence Looms Over Blinken’s Africa Visit

•   NYT: China and U.S. Quietly Released Captive Citizens Before Summit

•   NYT: With Back Channels to Manchin and Sinema, Pelosi Found a Path to a Deal

•   NYT: How Much Does Biden’s Spending Bill Actually Cost?

•   NYT: Everything in the House Democrats’ Budget Bill

•   NYT: How Higher Prices This Holiday Season Could Cost Democrats, Too

•   NYT: Covid-19 surge strains Michigan’s hospitals.

•   NYT: When Can the Covid Masks Finally Come Off?

•   NYT: More Asian countries slowly reopen their borders and welcome vaccinated travelers.

•   NYT: On Putin’s Strategic Chessboard, a Series of Destabilizing Moves

•   NYT: Secret Chinese Port Project in Persian Gulf Rattles U.S. Relations With U.A.E.

•   WP: Biden and aides telling allies he is running in 2024 amid growing Democratic fears

※   The message is aimed in part at tamping down the assumption among many Democrats that Biden may not seek reelection given his age and waning popularity, while also effectively freezing the field for other presidential hopefuls.

•   WP: Inflation message could shift in White House now that agenda is picking up momentum

•   WP: Airlines, TSA prepare for more Thanksgiving holiday travelers

•   WP: Poor countries won’t get boosters anytime soon, as rich countries surge ahead, Covax architect says

•   WP: How debt is making global inequality worse

•   WP: Covid pushed China away from the world stage. But its global ambitions persist.

•   WP: Europe protests: Clashes in Rotterdam and rallies in Rome amid new pandemic restrictions

•   FT: Chinese hypersonic weapon fired missile over South China Sea

※   Pentagon struggles to understand how Beijing mastered technology that tests constraints of physics

•   FT: Inflation: is now the time to get worried?

※   Policymakers are divided over whether rising prices are temporary or permanent. A wrong response could derail the recovery

•   FT: The unexpected surge in inflation, in charts

•   FT: Lagarde and Weidmann clash over how to respond to surging inflation

※   Euro knocked by ECB president’s dovish comments on need to avoid ‘premature tightening’ of monetary policy

•   FT: Europe’s Covid surge forces Austria to plan mandatory vaccination

※   Government would be first in Europe to make jabs compulsory for its citizens

•   FT: European protests against Covid-19 curbs spread to Brussels

※   Peaceful demonstrations turn violent in Belgium’s capital, while Netherlands suffers second night of rioting

•   FT: European cities protest against fresh restrictions to stem the pandemic

•   FT: 2G or not 2G? That is the question

•   FT: ‘We are one people’: Russia bemoans Ukraine’s ‘separate path’

•   FT: European Commission presses Poland and Hungary on rule of law

•   FT: Brussels seeks to revive capital markets union plans

•   FT: Support for Johnson wanes after week of scandal and U-turns

•   FT: Johnson will U-turn on scaling back HS2, Osborne predicts

•   FT: UK government failed to act on Covid warnings, says spending watchdog

•   FT: UK ‘confident’ of resolving post-Brexit Northern Ireland trade row

•   FT: AstraZeneca’s vaccine hopes lie overseas as it runs out of road in UK

•   FT: BoE governor warns risks to inflation forecasts ‘two-sided’

•   FT: Biden’s landmark spending bill faces fresh battle in Senate

•   FT: Modi abandons unpopular farm reforms after year-long protests

•   FT: America will never be free of the Middle East

•   FT: Chile’s economic model faces a test as voters head to the polls

•   FT: Iran’s Raisi under pressure to deliver as patience frays

•   FT: Companies struggling to exit Myanmar ventures face prospect of investor flight

•   FT: China downgrades diplomatic relations with Lithuania over Taiwan ties

•   FT: Brazilian Amazon endures fastest rate of deforestation in 15 years

•   FT: Bond investors numb to risk, says ‘scared’ veteran Dan Fuss

•   FT: The Spac machine sputters back to life

•   FT: Will ECB minutes shed light on when the central bank will raise rates?

•   FT: Big carmakers struggle to touch Tesla production forecasts

•   FT: What’s next for the tumultuous takeover of Arm?

•   FT: Emissions target pledges face scrutiny as dust settles on COP26

•   FT: Eric Zemmour, the polemicist shaking up French politics

•   FT: Where to find certainty in a fragile back-to-office world

•   Bloomberg: U.S. Intel Shows Russian Plans for Potential Ukraine Invasion

※   Intel shows readiness for quick, large-scale move into Ukraine

•   Bloomberg: France Warns of ‘Grave Consequences’ If Russia Invades Ukraine

•   Bloomberg: Some of World’s Best and Worst Vaccine Drives Are in the Pacific

•   Bloomberg: U.S.-China Ties, Inflation, the Next Pandemic: NEF Key Takeaways

•   Bloomberg: Charting the Global Economy: Retail Sales Firm in U.S., China

•   Bloomberg: Biden Faces Tougher Sell to Manchin as Coal Hits 12-Year High

•   Bloomberg: U.S. and China to Elevate Military Talks in Bid to Ease Tensions

•   Bloomberg: Summers Sees Just a 15% Chance of U.S. Economy Working Out Well

•   Bloomberg: Lockdowns Menacing Europe Test ECB Stimulus Wind-Down Timeline

•   Bloomberg: Bank of England Officials Add to Questions on December Rate Rise

•   Bloomberg: U.K., EU Cite Progress in Brexit Talks to Avert Trade War

•   Bloomberg: Germany’s Latest Covid Crisis Is Getting Out of Control

•   Bloomberg: China Confident About Keeping Prices at Stable Levels: News

•   Bloomberg: China Property Moguls Use Billions of Their Own Cash on Rescues

•   Bloomberg: China Central Bank Adviser Warns About ‘Quasi-Stagflation’ Risk

•   Bloomberg: China’s Big Commodity Inflation Scare Is Easing -- For Now

•   Bloomberg: China Faces Many Challenges in Keeping Economy Stable, Li Says

•   Bloomberg: China Property Risks to Economy Can Be Contained, IMF Says

※   IMF: IMF Staff Completes 2021 Article IV Mission to the People's Republic of China

•   Bloomberg: China Is in for Much Slower Growth, Beige Book’s Miller Says

•   Bloomberg: China Cities Ease Land Bidding Rules as Property Stress Spreads

•   Bloomberg: Thailand Sees Faster Economic Growth as Tourism Sector Reopens

•   Bloomberg: Oil Price Rises Hit Japan's Bathhouses, Fisheries, Gasoline Prices

•   Bloomberg: China FX Committee Urges Banks to Cap Speculation as Yuan Surges

※   Lenders should improve risk management, people familiar say

•   Bloomberg: PBOC Warns Against One-Way Yuan Bets After Rally to 6-Year High

•   Bloomberg: FX Traders Seek Emerging-Market Gems Amid the Wreckage of 2021

•   Bloomberg: Global IPOs Blow Past $600 Billion Mark in Best Year on Record

•   Bloomberg: Why Next Climate Conference COP27 Needs a Bigger Circus and More Solar Panels

•   Bloomberg: Carbon Hits New Records After Watchdog Finds No Market Abuse

•   Bloomberg: Kerry Says Major Climate Focus Must Be on Coal Dependent Nations

•   Reuters: EU advises on Merck COVID pill as reviews rival from Pfizer

•   Reuters: Germany debates compulsory vaccination as fourth COVID wave rages

•   Reuters: Brazil central bank chief sees 2022 inflation shifting away from goal, GDP to be revised down

•   Reuters: France to work with UAE on renewable and hydrogen projects -minister

•   Reuters: OPEC+ oil output below target again in Oct as members cut more than agreed - sources

•   Reuters: Applied Materials sales forecast misses estimates on supply chain woes

•   Reuters: Explainer: What is the U.S. Senate's 'budget reconciliation' process?

•   Reuters: Analysis: Investors suddenly see rampant risks in eastern Europe

•   CNBC: Oil prices fall 4% to six-week low on lockdown worries, but don’t expect much relief at the pump yet

•   CNBC: U.S. and Taiwan to hold second round of economic dialogue next week

•   CNBC: Covid cases rise yet again in U.S. ahead of Thanksgiving holiday

•   CNBC: Market is a bad inflation report away from correction: Jeremy Siegel

•   CNBC: Construction starts at America’s first major offshore wind farm

•   CNBC: These smart glasses offer a glimpse at the future Apple and Facebook are planning

•   MarketWatch: Inflation is high, interest rates are very low and you need income — here’s an alternative that yields more than 7%

•   Fox News: Fauci vague on changing definition of 'fully vaccinated': 'We might modify'

•   Politico: Kissinger doesn’t see China as an immediate military threat to Taiwan

•   SCMP: China’s answer to Aukus alliance? More rhetoric, more intimidation tactics and more weapons

•   SCMP: China warned Japan may intervene militarily if it invades Taiwan

•   SCMP: As Biden’s approval ratings plunge, is he about to get tougher on China?

•   SCMP: Xi-Biden summit lays groundwork, but ‘significant challenges’ remain in trade talks

•   SCMP: China’s small businesses are desperate for a lifeline, but tax cuts are ‘just sweeteners’ amid dwindling demand

•   SCMP: China’s top trade negotiator Liu He meets foreign business dignitary in Beijing for first time in two years

•   SCMP: US businesses in China must be transparent, with more restrictions in place, congressional advisory panel says

•   SCMP: China’s Singles’ Day sees surge in ‘nationalist’ spending as home-grown brands storm sales charts

•   SCMP: China’s clean coal financing tool balances energy needs with emissions reduction, analysts say

•   SCMP: US-China phase-one trade deal gets a reality check after nearly two years

•   SCMP: China’s Communist Party targets big risks in countdown to congress

•   Caixin: In Depth: Chinese Firms Hype Metaverse Ambitions, Official Grumbling Aside

•   Nikkei Asia: Kingmaker Abe behind push for Japan's supersize stimulus

•   Nikkei Asia: Japan, the EU and U.S. race to replace the lithium-ion battery

•   Nikkei Asia: Is China considering a data tax on big tech? Signs point to yes

•   Nikkei Asia: Mini-excavator maker Takeuchi is a big name in small machines

•   Mainichi: Japan mulls releasing oil reserves in extraordinary move following US request

•   Japan Times: Japan to host 'Quad' meeting with U.S., Australia and India next year

•   Japan Times: Deflation generation: Japan’s budget-minded consumers keep price hikes in check

•   MINING.com: Li-Metal’s technologies targetting next-gen battery market

•   MINING.com: Chile elections may impact a third of the world’s copper supply

•   For Construction Pros: Top 10 Construction Stories This Week: Skilled Labor Shortage Threatens Housing Supply and Affordability

•   매경(P1): '라라랜드' 품은 CJ…할리우드에 콘텐츠제국 세운다

•   매경(P1): "오피스텔 세금폭탄 맞나"…기준시가 14년만에 최대치 인상

•   매경(P1): 일자리 찾아, MZ세대 脫부울경

•   매경: 보조금 기회 늘렸지만…기업 지방이전 실적 '제자리 걸음'

•   매경: 지역일자리 협의…쥐꼬리 예산마저 싹둑 자른 국회

•   매경: 한전기술 "원전 설계조직 해체 아닌 통합" 주장에도…경쟁력 저하 불가피

•   매경: 요소수에 놀란 외교부…경제안보TF 더 키운다

•   매경: "韓, 초격차기술로 중국 의존도 낮춰야"

•   매경: 현대차그룹, 친환경차로 중국서 '권토중래'

•   매경: 현대차·기아, 수소 조직 키운다

•   매경: 아파트 잔금대출 못받아 입주 포기 실수요자 급증

•   매경(P1): 전국 종부세 대상자 80만명 육박

•   매경(P1): 고용부 올드보이들 몸값 높아졌다…중대재해법에 잇단 로펌행

•   매경: "억울한 처벌 없을거라 보장할 수 있나"

•   매경(P1): 백악관 간 이재용 '깜짝 발표' 예고…미국 반도체공장 이번주 확정된다

•   매경: 美 USTR대표 "일자리·근로자 이해 신경쓸것"

•   매경: MS·아마존CEO 만난 이재용…메타버스·AI 협력 방안 논의

•   매경: 권오현의 직언 "중국에 몰린 반도체공장, 아세안으로 분산해야"

•   매경(P1): [단독] 롯데의 승부수…'2시간 배송' 전국 확대

•   매경: 대선 제3지대 운명은…안철수 심상정 김동연 '끝까지 간다' 외치지만

•   매경: 디지털의 힘…부산항 수입통관 10분만에 '뚝딱'

•   매경: "내년 코스피 최하단 2650~2740"…증권사예측 왜 자꾸 낮아질까

•   한경(P1): 中 빼고…美 '공급망 동맹' 새판짜기

•   한경: 美, 中 겨냥한 듯 "강제·아동 노동 심각하게 바라보고 있다"

•   한경: 주요 대기업 경영진과 토요일 '깜짝 면담' 왜?

•   한경(P1): 앤드루 볼스 CIO "인플레 일시적…美 금리인상은 2023년"

•   한경: 경영진 공들인 1조 투자도 "NO"…SK '이사회 중심 경영'에 쏠린 눈

•   한경: [단독] 두산건설 매각 완료…두산 '재무약정 연내졸업' 초읽기

•   한경: Fed의 경고…"기본소득 전면 시행하면 美 GDP 11% 줄어든다"

※   Cleveland Fed: The Macroeconomic Effects of Universal Basic Income Programs

•   한경: 핀란드 실패한 '기본소득 실험'…실업자 대부분 일할 생각 안해

•   한경: 韓 진보 경제학자들마저…"이재명 기본소득, 효과 없다"

•   한경: "이젠 한몸"…정유·화학 합작이 트렌드 된 까닭

•   한경: 외국인 돌아오나…이달 들어 2조 순매수

•   한경(P1): 뮤직카우 '몸값 1조'…핀테크 혁명 시즌2

•   한경(P1): 택시 400대 중 '빈차' 1대뿐…"집에 '따릉이' 타고 갑니다" 한숨

•   한경: "종부세 최고세율 7.2%…2008년 합헌판결 때와 상황 달라"

•   한경: "종부세는 가족관계 파괴하는 세계 유례없는 괴물 세금"

•   한경: "7000만원 종부세, 갈라서면 500만원…국가가 이혼 강요하나"

•   한경: 자산 100이라면 절반은 주식…채권 비중 줄여야

•   한경: 내년 '호호' 웃을 주식은…10개 증권사가 본 주식 시장

•   한경: 로보택시 주도권 누가 쥘까…차량 공유 플랫폼 연합이 유리

•   한경: "스마트폰 시장 살아난다"…'폴더블株' 날개 펼까

•   한경: 차 반도체 공급난에…'20년 역사' 기업마저 문 닫았다

•   한경: 박정원 회장 "격이 다른 광고 내보자"…'패자' 두산, 우승 KT에 이례적 축하광고

•   서경(P1): [단독] 韓 몰리는 글로벌 반도체···"GVC 전진기지로"

•   서경: 韓·美·日·대만 'GVC 가치동맹' 속도..."칩스 포 코리아 전략 짜야"

•   서경: 與 주장대로 기재부서 '예산' 떼면..."재정 정치화 기름 부을수도"

•   서경: 18% 빠진 비트코인···"기관매수 시작" vs "15만개 물량폭탄 온다"

•   서경(P1): 식량 안보 위기에도 '심각' 경고 숨긴 정부

•   서경: 기후변화에 재배면적 급감·비료품귀까지...내년 '밥상물가 대란' 온다

•   서경: 고병원성 AI 벌써 여섯건 확진...달걀값 또 급등 우려

•   서경: 중국산 농산물 年 2조원 수입 ...中 먹거리 의존도 갈수록 심화

•   서경(P1): 치솟는 세금·이자·월세···가계, 쓸 돈이 없다

•   서경: 군사작전식 규제에···피멍드는 대출자들 [뷰&인사이트]

•   서경: 대출 막히자 전세 씨말라···서울아파트, 월세 거래 사상최고

•   서경: 美, 공급망에 현지 노조 허용까지 압박···재계 "무역확장법 등 수입쿼터 풀어야"

•   서경: 선거 앞두고 '연료비 연동제' 유야무야···전기요금 손 안댄다

•   서경: 경영학자 62% "韓기업환경 선진국보다 열악"

•   서경: 대선 공약 제시된 ‘주 4일제’···"최고 복지” vs “5일도 어려운데” 갑론을박

•   조선(P1): 고령층 돌파감염 이 때문? 아스트라 항체, 화이자의 5분의 1

•   조선: 2030이 미래라면서… 李·尹 모두 ‘연금개혁’은 말도 안꺼내

•   조선(P1): 주말에도 3000명대... 병상 대기자는 800여명

•   조선: 접종후 3~5개월, 항체급감 614만명… “부스터샷 시급”

•   조선: 중화항체 많을수록 예방 효과 크지만 코로나 방어에 적정한 양은 규명 안돼

•   조선: 중국이 난방 시작하자... 전국에 초미세먼지 덮쳤다

•   조선: “메타버스는 블루오션, 선점해야 기회 잡는다”

•   조선비즈: 매출 1000억원 벤처기업 633개사… 총 종사자 현대차그룹보다 많아

•   조선비즈: [단독] 현직 공정위 사무관, 국내 최대 경제 학술지에 지주회사제 비판…”재벌 총수 사익편취 수단化”

•   조선비즈: K-배터리 견제?… EU 보조금 지연에 속타는 삼성·SK·LG

•   인베스트조선: 두산건설 매각에 박태원 부회장 중앙대行 거론…오너家 세대교체 가속화

•   중앙(P1): 중환자 병상 통합 운영…위드 코로나 유지 총력

•   중앙: 전기차 보급, 전 세계 9배 늘 때 한국은 24배로 뛰어 급가속 성장

•   중앙: 전기차 1대당 충전기 유럽은 3기인데 한국 0.5기 “실수요 많은 고속도 휴게소 급속충전기 늘려야”

•   중앙: 테슬라·리비안 앞세운 미국 최강, 배터리는 한·중 양강

•   중앙: 증시서도 전기차 약진, 글로벌 완성차 업체 시총 10위권에 4개 포진

•   중앙: 일자리 2만개 사라진다, 전기차 쾌속 성장의 그늘

•   중앙(P1): 문 대통령 “집값 안정세, 다음 정부 어려움 없을 것”

•   중앙: [단독]안경덕 독대한 USTR 대표…‘中 노동문제 압박’ 공조 요구

•   중앙: 원유·고철값도 뛰자 기업 휘청…소비자 물가도 오를 우려

•   중앙: [단독] 윤석열, 윤희숙이 이끄는 '이재명 저격팀' 둔다

•   동아: “백신 안맞으니 ‘겁쟁이’ 놀리고… 매일 가던 헬스장도 못 가”

•   동아: 서울 ‘반값 아파트’ 환매조건부 공급 검토

•   문화(P1): ‘대출 폭리’ 분노에… 금리인하요구권 강화 추진

•   문화(P1): 지방선거 앞둔 지자체도 ‘슈퍼예산’

•   한국(P1): 치킨도, 참치캔도 올랐다…우후죽순 치솟는 '밥상물가'

•   한국: AI가 찾아낸 대량의 요소수, 다음달 국내 들어온다

•   한국: 공공택지 개발 곳곳서 반대… 힘 못 쓰는 정부 주택공급 정책

•   서울: 다 줘? 골라 줘? 재난지원금 2년째 논쟁 중… “반짝 돈 풀기보다 재기 돕는 대책 세울 때”

•   세계(P1): 원자재값 급등에 수익 ‘뚝’ … 휘청이는 中企

•   세계: 2021년 초과세수 19조 어디에 쓰여질까

•   세계: 요소수 사태에… 화학硏, 대체기술 내놓나

•   한겨레(P1): 이재명 “수도권 공기업·공공기관 200여곳 전부 지방 이전”

•   한겨레: “소득격차 원인 ‘부모의 부’”…한국, OECD 2배

•   경향(P1): 백신 접종 학생, 가족 확진돼도 학교 갈 수 있다

•   경향(P1): 코로나 영향 ‘청년 니트’ 사상 최대…10명 중 1명 구직 포기, 여성 많아

•   경향: 풍선 닮은 소형 드론, 프로펠러 없이 둥둥

•   머니투데이(P1): '디자인 깡패' 제네시스로 10조원…"디자인에 1억 쓰면 20억 번다"

•   머니투데이: 제로금리 시대 막내리는 한은…'금리·물가·환율 3중고' 시작되나

•   헤럴드경제(P1): 대한민국 금융지도…서울사람 얼마 벌고 얼마 썼나 [헤럴드 뷰]

•   헤럴드경제(P1): “내일이 암울하다”...‘쇼티지 지뢰밭’ 韓기업들

•   파이낸셜뉴스: 한전 회사채 4년간 10조 늘었다… 5년 내 갚을 돈만 21조

•   디지털타임스(P1): [기획] 고물가 엎친데 고금리 덮친다

•   디지털타임스: 집 한채도 힘든데… 더 늘어난 다주택자

•   이데일리(P1): 집값 주춤하고 거래절벽이지만…"내년에도 우상향"

•   이데일리: "사지도 팔지도 못한다"…거래절벽 대선까지 간다

•   연합: 오후 9시까지 2천468명 확진…주말에도 확산세 계속

•   SBS Biz: [단독] 역대급 실적에 보상 기대감 높은데...삼성전자 ‘특별보너스’ 없다

•   더구루: 두산밥캣, 유럽서 라인업 강화…신형 압축기 출시

•   더구루: 두산중공업 베트남 사업장, 세금 체납 논란

•   코리아헤럴드: [단독] 두산, 수소버스, 수소트럭 시장 진출한다...‘차량용’ 수소 파워팩 개발 선언

•   에너지경제: [국제기후변화 법제포럼 주제발표] COP26 결과와 향후 전망 "COP26 큰 성과, 파리협정 세부이행규칙 완성한 것"

•   에너지경제: [국제기후변화 법제포럼/COP26 결과와 향후 전망] "탄소중립, 최적의 실행 방안 만들어야"

•   에너지경제: 탈원전 회의론 확산...신한울 3·4호기 건설 재개 기대감

•   전자신문(P1): LG이노텍, FC-BGA에 1조 투자...구미에 생산라인 구축

•   전자신문: [뉴스해설]'반도체 기판 황금기'…앞다퉈 FC-BGA 투자 경쟁

•   전자신문: 내년 중국발 5G폰 저가 경쟁 격화...삼성도 엔트리급 확장으로 맞불

•   전자신문: 올해 무역기술장벽(TBT) 통보, 역대 최대

•   디지털데일리: 반도체 전쟁, 韓 정부 지원은?…SK하이닉스, 용인 연내 착공 여부 '관심'

[Opinions]

•   Project Syndicate(Takatoshi Ito): Beware of Japan’s “New Capitalism”

•   Project Syndicate(James K. Galbraith): Whipping Up America's Inflation Bogeyman

•   Project Syndicate(Minghao Zhao): Rebuilding the Infrastructure of Sino-American Relations

•   FT(Editorial Board): Boris Johnson’s broken promises to northern England

•   FT(Editorial Board): Austria’s vaccine order is an admission of failure

•   FT(Rana Foroohar): Key US commission heralds coming capital wars

•   FT(Martin Sandbu): The EU’s fiscal rules need more than technical tweaks

•   FT(John Dizard): Central banks are stuck in a ‘hall of mirrors’

•   FT(Merryn Somerset Webb): Does passive investing stoke inflation?

•   FT(Guy Thiran): The EU’s looming mismatch between climate ambition and minerals supply

•   FT(Ivan Krastev): Europe is terrified of its attractiveness to outsiders

•   FT(Eric Platt): The Warhol signal for the US stock market

•   WSJ(Editorial Board): The Northeast Climate Pact Implodes

•   WSJ(Editorial Board): As Joe Biden Turns 79, a Panic Over Kamala Harris

•   WSJ(Editorial Board): The Real Biden Bill: At Least $4.6 Trillion

•   WSJ(Editorial Board): John Deere, Inflation Bellwether

•   WSJ(John F. Kerry): COP26 Prepared the World to Beat Climate Change

•   WSJ(Kimberley A. Strassel): On Reconciliation Bill, Senate Moderates Hide Behind Joe Manchin and Kyrsten Sinema

•   WSJ(Peggy Noonan): America Slowly Learns to Live With Covid

•   WSJ(Joseph C. Sternberg): The Toshiba Split: A Farewell to Poor Japanese Management?

•   WSJ(Roger F. Wicker): Joe Biden Should Come Out and Say It: America Will Help Defend Taiwan

•   WSJ(Ted Rall): The Left Betrays the Working Class on Covid Mandates

•   WSJ(Andrew Wheeler): Another Way Biden Pushes Gasoline Prices Up

•   NYT(Editorial Board): Where Is Peng Shuai?

•   NYT(Paul Krugman): Wonking Out: Going Beyond the Inflation Headlines

•   NYT(Peter Coy): Economists and Epidemiologists Need to Get Along

•   NYT(David Brooks): Joe Biden Is Succeeding

•   NYT(Ross Douthat): The Diminishing Democratic Majority

•   NYT(Spencer Bokat-Lindell): Biden Says His Infrastructure Law Is a ‘Big Deal.’ How Big?

•   NYT(Sarah Binder, Mark Spindel): Powell or Brainard? Why Biden’s Pick to Lead the Fed Matters Now

•   NYT(Charlotte McDonald-Gibson): Europe Made a Deadly Bargain With Autocrats. Here’s What Happened.

•   NYT(Peter Beinart): Biden Thinks He Can Have It Both Ways on China. He’s Wrong.

•   NYT(Kara Swisher): The Prescience of 1970’s ‘Future Shock’

•   WP(Editorial Board): Build Back Better bill has a lot to like, but it still needs improving

•   WP(Editorial Board): On electric cars, President Biden should meet Mexico and Canada halfway

•   WP(David Ignatius): U.S. messages to Russia on Ukraine are not getting through

•   WP(Josh Rogin): The battle to protect Taiwan is already underway

•   WP(Fareed Zakaria): Infrastructure isn’t sexy, but fewer things are more vital

•   WP(Natasha Behl): How India’s farmers took on its most powerful political party

•   Bloomberg(Editorial Board): Global Methane Pledge Is Much-Needed Good News on Climate

•   Bloomberg(Niall Ferguson): U.S. Has Entered the Post-Post-Pandemic Labor Market

•   Bloomberg(David Fickling): Brainard Leading the Fed Could Bring Global Economy Into U.S. Monetary Policy

•   Bloomberg(John Authers): Emerging Markets Sink Under Weight of China's Economic Challenge

•   Bloomberg(Andy Mukherjee): Modi’s Farm Misadventure Will Hurt Urbanization and Agriculture Reform

•   Bloomberg(Julian Lee): Europe's Energy Pipelines Are Becoming More Political With Russia, Belarus

•   Bloomberg(Jonathan Bernstein): Build Back Better: House Democrats 'in Disarray' Are Getting Things Done

•   Bloomberg(Ramesh Ponnuru): Build Back Better? Biden Inflation Pitch Can't Pass the Laugh Test

•   MarketWatch(Peter Morici): Powell and Biden are rolling the dice on inflation and growth

•   Fox News(Deroy Murdock): Janet Yellen, Democrats peddle pending-default lies, yet again

•   Nikkei Asia(Stephen Givens): 'Toshiba Next' is dead

•   매경(사설): 국가 먹거리에 재뿌리는 한전기술의 원자로 설계조직 해체

•   한경(한상춘): 美·中 통화 절상 경쟁…원·달러 환율 향방은

•   경향(강현수): 지역 단위 온실가스 감축 전략의 필요성

•   전자신문(사설): 핵융합에너지 개발 변곡점을 바라보며

•   전자신문(사설): 태양광모듈 시장 혼란 막아야