[Markets]
[Indicators]
• US·Europe Nov. PMI: Strong Demand, Continued Shortages Push Up Prices in U.S. and Europe
※ Inflation worries persist despite some easing of supply constraints
• Argentina Sep. Economic activity: Argentine Economy Beats Forecast Despite Political Woes
• 한국 3분기 가계신용: "지금이라도 영끌해야 하나"…3분기 가계빚 1844조 최대, 주담대도 껑충
• 한국 10월 항만 수출입 물동량: 10월 항만 수출입물동량 3.5%↑…석유화학 수출·광석 수입 증가
• 한국 11월 BSI·ESI: 위드 코로나에도 비제조업 체감경기 위축…제조업은 답보
[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]
※ Bid to tame high gas prices may not yield lasting results, analysts say
• WSJ: Biden Administration Asks Appeals Court to Reinstate Vaccine-or-Test Mandate for Big Companies
※ Covid is now the leading cause of death in Europe, the W.H.O. said in a statement, with almost 4,200 new deaths a day, double the number at the end of September.
※ Germany should impose further restrictions to try to stop a fourth wave of coronavirus infections, outgoing Health Minister Jens Spahn said
• CNN: Ukraine: As fears mount over potential Russian invasion US considering sending extra weaponry
※ The package could include new Javelin anti-tank and anti-armor missiles as well as mortars, the sources said.
※ Nearly a dozen Congressional Democrats are urging President Joe Biden to combat high gas prices by not only releasing barrels from the US Strategic Petroleum Reserve
※ “We can curb the spread of the virus without having to in any way shut down our economy,”
• CNBC: China’s tech crackdown could last decades, but won’t stop long-term investors, says wealth manager
• Fox Business: Biden touts efforts to cool soaring inflation, says gas prices will fall 'before long'
• SCMP: Property tax concerns for China’s homeowners, buyers amid Xi Jinping’s common prosperity drive
• Nikkei Asia: Kubota works to expand smart agriculture platform
• Economic Times: India to grow at 9.1% in 2022 on the back of significant catch-up potential: Goldman Sachs
• Power Engineering: Renewables are 87% of new U.S. generating capacity so far this year
• DIGITIMES: Chipmakers ramping up 176-layer 3D NAND output
• Robotics & Automation News: Fully automatic picking of unknown products from bulk material
• 매경(P1): [단독] 정부 '가상화폐법' 준비…시세조작땐 부당이익 3~5배 벌금
• 매경(P1): 非수도권까지…종부세 고지서 날벼락
• 매경(P1): "닫혔던 대출 문 열어라"…KB 농협 하나 가계대출 재개
• 매경: "中이 배터리 소재 장악…제2요소수 우려"
• 한경(P1): "세금 내도 남는 장사" 싹쓸이…지방 아파트에 무슨 일이
• 한경(P1): 손실보상 못받은 숙박·예식장, 2000만원까지 '年 1% 대출'
※ 기재부: 제48차 비상경제 중앙대책본부 회의 개최
• 한경(P1): [단독] 내년 상장하면 '시총 80조'…꿈에 부푼 LG엔솔 직원들
• 한경: 증권사들 "국내외 비상장 기업 투자하세요"
• 한경: 안민정책포럼, 26일 탄소중립 세미나
• 서경(P1): [단독] 공급망 脫중국 확산···중견기업도 "美 가자"
• 서경(P1): 이재용의 '캘리포니아 선언'···"아무도 가지않은 길 간다"
• 서경: 경기 외곽 주춤...지방 집값 훨훨
• 조선(P1): 하루 확진 4000명 육박 역대 최다... 위드코로나 일시중단 기로
• 조선비즈: 무역협회 “내년 글로벌 공급망 ‘깐부’ 중심으로 재편”
※ 국제무역연구원: 「오징어 게임」으로 풀어본 2022 통상전망
• 조선비즈: 실패한 11·19 대책 1년… 비슷한 정책 또 낸다는 정부
• 동아: 방역패스 단계적 확대… 식당-카페 적용 거론
• 국민(P1): 일은 하지만 현실은 팍팍, 2030 40%가 ‘단시간 근로자’
• 더벨: 두산의 아침
• 파이낸셜뉴스(P1): [단독] 삼성, 에스원 맡던 시설관리도 외부 개방[삼성 시설관리 외부 개방]
• 아시아경제(P1): [벼랑 끝 자영업자]무섭게 오른 대출금리…넉달만에 이자부담 3조원↑
• 디지털타임스: LFP 배터리 허들 높이는 中, 속내는 韓 견제?
• 비즈니스포스트: [오늘Who] 두산밥캣 미국 인프라투자 올라탄다, 박성철 기술개발 적기
• 에너지경제: RE100 확산에도 일반 REC 거래시장 거래 부진…가격 들쑥날쑥
• 에너지경제: 수소철도 도입 추진 본격화…액화 vs 기체 타당성 분석 착수
• 전자신문(P1): 현대차 UAM 요금제 마련 착수
[Opinions]
• Project Syndicate(Raghuram G. Rajan): Monetary and Inflationary Traps
• Project Syndicate(Yanis Varoufakis): The West's Wasted Crisis
• FT(Editorial Board): Narendra Modi is humbled by India’s farmers
• FT(Martin Wolf): Dancing on the edge of climate disaster
• FT(Janan Ganesh): Biden has been a disappointment on the pandemic
• FT(Robert Armstrong): Growthflation takes hold
• FT(Anjana Ahuja): Brexit is a slow bleed for the City of London
• FT(Paul Tucker): The Fed appointments process should be overhauled
• WSJ(Editorial Board): Biden Signs Up for Powell’s Inflation
• WSJ(Walter Russell Mead): The Campaign to Distract Biden From Asia
• WSJ(William A. Galston): Can Biden Come Back? Many Others Have
• WSJ(Marc Siegel): Yes, You Should Get a Covid Booster
• NYT(Paul Krugman): Spending as if the Future Matters
• NYT(Jamelle Bouie): The Ronald Reagan Guide to Joe Biden’s Political Future
• NYT(Kadri Liik): No, Putin Isn’t Trying to Bring Down the West
• NYT(Farhad Manjoo, Gus Wezerek, Yaryna Serkez): Everyone’s Moving to Texas. Here’s Why.
• WP(David Ignatius): Biden’s renomination of Jay Powell as fed chairman over Elizabeth’s Warren’s objections is the right move
• WP(Jennifer Rubin): Democracy is backsliding across the globe. The U.S. is part of the problem.
• WP(Jennifer Rubin): Jerome Powell was Biden’s smartest political option to lead the Federal Reserve
• WP(Paul Waldman): Joe Biden does not have a messaging problem. And there’s no messaging solution.
• WP(Marc A. Thiessen): Three cheers for ‘Let’s Go Brandon’
• Bloomberg(Editorial Board): Biden's Choice of Powell for the Federal Reserve Was Right
• Bloomberg(John Authers): Markets Have Overreacted Wildly to the Powell-Brainard Fed Drama
• Bloomberg(Liam Denning): Biden’s Stock-and-Awe Oil Offensive
• Bloomberg(Anjani Trivedi): A Few Hundred Billion Dollars Won’t Fix Chip Shortages
• Bloomberg(Andreas Kluth): Germany Shouldn't Overreact to the 6% Inflation Predicted by the Bundesbank
• MarketWatch(Callum Thomas): How one rate hike by a small African nation could derail Powell’s Fed inflation-fighting plans and sink stocks
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