Business Intelligence Monitor 211126

(Introduction)

[Markets]

•   Global: Tech reboot lifts shares, dollar takes a breather

•   Metals: Nickel and tin boosted by low inventories and China outlook

•   Iron ore: Dalian iron ore price hits 3-week peak on demand optimism

•   한국: 코스피 사흘째 하락…2,980대로 밀려

•   한국: 두산그룹주 하락 우세, 두산중공업 두산 두산퓨얼셀 2%대 하락

[Indicators]

•   Germany Q3 GDP(final): German GDP Grows 1.7%, Lower Than Forecast, Following Investment Drop

•   Brazil Nov. CPI: Brazil’s Inflation Nears 11% Despite Aggressive Interest Rate Hikes

•   한국 2019년 국민이전계정: 고령화로 ‘적자 인생’ 시작 60세로 늦춰졌다··· 44세 최대 흑자

•   한국 기준금리: 기준금리 0.75→1.00%, 0.25%p 또 인상…20개월만에 '0%대' 마감

※   한국은행: 통화정책방향(2021.11.25)

※   한국은행: 경제전망(2021.11월)

•   한국 2분기 임금근로 일자리: "반찬 좀 더주세요" 아무리 불러도 안오는 종업원…이유있었다

•   한국 주간 아파트 가격(부동산원): [아파트 시황] 전방위적 압력에 집값 상승세 또 '주춤'

•   한국 주간 아파트 수급동향(부동산원): 대출 규제·종부세 위력…서울 아파트 2주째 '팔 사람' 더 많아

[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: Where U.S. Workers Are Quitting Jobs at Record Rates

•   WSJ: U.S. Travel Hit Pandemic High Ahead of Thanksgiving Holiday

•   WSJ: When Will Shortages End? Here’s Why Forecasts Are Often Wrong

•   WSJ: Another Reason Inflation May Be Here to Stay

•   WSJ: Europe’s Covid-19 Surge Presents Hard Choices as Winter Approaches

•   WSJ: South Africa Raises Alarm Over New Coronavirus Variant

※   Government to consider new restrictions to contain fast-spreading strain; WHO calls urgent meeting to discuss

•   WSJ: What Inflation? Small Investors Keep Piling Into Flashy Growth Stocks

•   WSJ: Antitrust Tech Bills Gain Bipartisan Momentum in Senate

•   WSJ: China’s State-Run Companies Limit Use of Tencent’s Messaging App

•   NYT: How Far Would Biden Go to Defend Ukraine Against Russia?

•   NYT: Will Germany’s ‘Debt Brake’ Stop Its Green Ambitions?

•   NYT: The French rush to get booster shots as the government eyes more restrictions.

•   NYT: Why Retailers Are Fighting a Vaccine Mandate Before the Holidays

•   WP: As cases climb in Americas, health agency warns Europe’s covid surge could be ‘window into the future’

•   WP: Democratic allies press the White House to focus more — and say more — on inflation worries

•   WP: India says nationwide birthrates drop below key ‘replacement rate’

•   WP: In China, escalating cost of business sends some companies to the exits

•   FT: ‘The virus is always searching for its next move’: why science is alert to new variants

※   Botswana offshoot is latest to be detected as scientists anticipate one that could replace dominant Delta strain

•   FT: Talks to waive patents on Covid vaccines are ‘stuck’, WTO head warns

•   FT: ECB expected to raise inflation forecast again

※   ECB: Account of the October monetary policy meeting

•   FT: What the new German government has in store for Europe

•   FT: China and Russia in spotlight as Greens take charge of German foreign policy

•   FT: Hungary warns of US interference in bid to oust premier Viktor Orban

•   FT: Deutsche Bahn whistleblowers alleged fraud at Germany’s biggest infrastructure project

•   FT: French fishermen to blockade ports in protest over UK fishing licences

•   FT: David Frost in bullish mood despite shortage of post-Brexit momentum

•   FT: UK and France clash over response to Channel migrant tragedy

•   FT: France and UK turn to law and order in long-running migrant crisis

•   FT: UK seeks to counter China’s influence with new development investment arm

•   FT: China emissions fall as economy buffeted by property downturn

•   FT: South Korea longs for Trump’s focus as efforts to engage Pyongyang stall

•   FT: How trade is helping companies ride out the Covid wave

•   Bloomberg: Goldman Economists Expect Fed Will Taper, Raise Rates Faster

※   Fed to boost withdrawl’s speed to $30 billion a month: Goldman

•   Bloomberg: What's Happening in the World Economy: The Downsides of a Strong Dollar

•   Bloomberg: German Covid Deaths Pass 100,000 With Cases Still Spiking

※   Infections post another record as clinics come under pressure

•   Bloomberg: Germany Passing 100,000 Covid Deaths Is ’Very Sad Day’, Merkel Says

•   Bloomberg: Two More U.K. Energy Suppliers Collapse in Avalanche of Failures

•   Bloomberg: Bailey Signals BOE Has Abandoned Hard Guidance for Rates Policy

•   Bloomberg: Spain’s Economic Revival May Be Stronger Than It Looks

•   Bloomberg: Portugal Says Remote Working Will Be Mandatory on Jan. 2-9

•   Bloomberg: ECB Is Said to Consider Firm Limits on Riskiest Leveraged Loans

•   Bloomberg: U.S. Blacklists 12 Chinese Companies Beijing Sees as Violation of Consensus

•   Bloomberg: China’s Property-Led Economic Slowdown Shows No Signs of Ending

•   Bloomberg: BOJ’s Newest Board Member Sees Japan Inflation Creeping Up

•   Bloomberg: Credit Cracks Widen as Europe Braces for Return of Fallen Angels

•   Bloomberg: China Property Turmoil Risks Upending Nascent Green Debt Market

•   Bloomberg: Forget Gas and Hydrogen, Your Next Boiler Should Be a Heat Pump

※   For all the hype surrounding hydrogen, the cheapest way to warm a home during the green transition will be a heat pump.

•   Bloomberg: China’s Grid Heeds Xi’s Call for More Supply of Clean Energy

•   Bloomberg: Germany’s New Government to Channel $67 Billion to Climate Fund

•   Reuters: U.S. should not have any illusions about Taiwan, says China

※   adding that Washington had of late made a series of "provocations" on several issues.

•   Reuters: U.S. threatens escalation with Iran at IAEA next month

•   Reuters: EU sees 'decisive moment' for building single capital market

•   Reuters: UK raises alarm over new COVID variant which could beat vaccines

•   Reuters: Japan govt to unveil extra budget with $312 bln spending to tackle COVID-19 - draft

•   Reuters: UAE is fully committed to OPEC+ agreement, has no "prior stance" - state news agency

•   Reuters: Analysis: ECB faces pressure to unlock bonds and avert market squeeze

•   Reuters: Analysis: EU adds more pieces to its 'elusive' capital market jigsaw

•   Reuters: Analysis: Spain close to reversal of post-crisis labour reforms

•   CNBC: WHO calls special meeting to discuss new Covid variant from South Africa with 'large number of mutations'

※   scheduling a special meeting Friday to discuss what it may mean for vaccines and treatments

•   CNBC: German central bank warns of overblown property prices with the problem spreading

•   CNBC: The EU is planning a 9-month expiration date on its Covid vaccine passports

•   CNBC: IEA chief criticizes ‘artificial tightness’ in energy markets, says some failed to help cool prices

•   SCMP: China to roll out trade support amid ‘increasing pressure’ behind the scenes

•   SCMP: China’s property tax welcomed, but homeowners wary of property price surge

•   SCMP: Economic pressure prompts fresh warning on China’s local government wastefulness

•   SCMP: China cannot be ‘blindly optimistic’ as trade threats loom

•   SCMP: China sets sights on coal, petroleum and waste sectors to bring down methane emissions

•   Caixin: Energy Insider: Lithium Prices Soar to Record High on Strong EV Demand

•   Nikkei Asia: Nissan to make 50% of global car sales electric and hybrid by 2030

•   Nikkei Asia: Taiwan chip production on track for record in 2021, even bigger 2022

•   Nikkei Asia: Wage hikes gain momentum in Japan, from factories to pubs

•   Nikkei Asia: Baidu gets green light for driverless robotaxi service in Beijing

•   Mainichi: Japan gov't keeps economic view in Nov., wary of material costs hike

•   Economic Times: Strong demand, rising vaccination rate drive positive outlook for Indian corporates: Moody's

•   reNews: ‘Energy suppliers must adapt to avoid greenwashing’

•   Equipment Journal: Bobcat launches reimagined Toolcat utility work machines - Equipment Journal

•   Industrial Vehicle Technology: New autonomous robot able to handle two roll cages

•   매경(P1): 재계 세대교체 거센 바람

•   매경: '순혈주의'에 칼빼든 롯데…백화점 대표에 신세계 출신 '파격'

•   매경: "주담대 금리 연6% 찍나"…기준금리 인상에 전전긍긍

•   매경: 대출규제로 주춤한 주택시장…금리한파까지 덮쳐 긴장

•   매경: 증권가 "금리인상 韓증시 이미 반영…충격 크지 않을 것"

•   매경: [단독] 인권탄압 군부에 돈 들어갈라…미얀마 개발원조 확 줄인다

※   외교부, ODA예산 72% 삭감

•   매경: 삼성 통큰 투자에도…美 "반도체 승자는 아시아" 견제

•   매경: 삼성폰 영업 직접 뛴 이재용…골드만삭스도 뚫었다

•   매경: 삼성, 내주 사장단 인사 단행…컨트롤타워 부활 막판 고심

•   매경: 빅데이터는 옛말, 이젠 '딥데이터'가 경쟁력

•   매경: 화물연대 총파업 끝내 강행…전국 16곳 동시다발 출정식

•   매경: 삼성전자 하이닉스 5개월만에 웃었다…외국인 동반 매수세에 상승세

•   한경(P1): '어쩐지'…카드 무이자 혜택 줄고 연회비 오른 이유 있었네

•   한경: 李 "탄소감축 목표 하향 땐 국제사회서 고립"…尹 "일방적 온실가스 감축, 산업계에 큰 부담"

•   한경: 2030 잡으려…與野, 가상자산 과세 1년 늦추기로

•   한경: "韓 '종부세 폭탄' 던질 때, 주요 OECD國은 보유·거래세 낮췄다"

•   한경: "종부세로 내야 할 돈이 반년 생활비"…강남 은퇴자들 '울분'

•   한경: 年 3조 신재생 보전비 놓고 정부-업계 '갈등'

•   한경: "탄소중립 정책, 산업계와 소통 부족"

•   한경: 메가트렌드 된 메타버스·NFT 테마 어디까지 갈까

•   한경: 위기 속 빛난 R&D 투자…"코로나가 퀀텀점프 기회"

•   한경: "MSCI 선진 지수 편입방안 연내 마련"

•   한경: [단독] 현대차, MZ 요구에 응답했다... 성과 좋은 직원에 500만원 포상

•   서경(P1): 결국 탈원전 비용 전기료로 메꾼다

※   산업부: ‘에너지전환(원전감축) 비용보전 이행계획’확정

•   서경: 원전 5기 손실 비용 6,666억원···"국민 전기요금 부담 더 커질 것"

•   서경(P1): '완전 자율주행' 아이오닉5, 내년 서울 도심 '질주'

•   서경: '기름기' 쫙 뺐다···전시장 절반이 친환경차

•   서경: [시그널] 제로금리 끝나자···기업 신용위험 코로나 이후 최대치

•   서경: 정부, 올 겨울 미세먼지 감축 위해 석탄발전 8~16기 가동정지

※   산업부: 겨울철 전력수급 및 석탄발전 감축대책 발표

•   서경: "탄소중립, 피할 수 없는 길" 기업총수 뛰고 정부는 R&D 지원

•   서경: K배터리, 전고체·하이니켈 개발에...中 반고체로 맞불

•   서경: 삼성전자·SK하이닉스, 낸드 점유율 48% 달해

•   서경: "종부세 인상,경제에 부정적 영향" 국책연의 '경고'

•   서경: 반기문 "유엔의 석탄발전 감축 기대 못미쳐···기업 탈탄소 기술 적극 나서야"

•   서경: "美·中 '전략 경쟁' 가능성 커···韓 기업, 제대로 알고 대응을"

•   조선(P1): 세입자에 보유세 떠넘기기 이미 시작됐다

•   조선(P1): 日 ‘유사시 北선제공격 능력’ 본격 논의

•   조선: 덜 갔다, 식당·카페·쇼핑센터… 덜 했다, 경증·무증상자 검사… 더 했다, 10대 청소년들 접종

•   조선: 소아·청소년 확진자 발생률, 성인 추월

•   조선: 질병청 “부스터샷 후 이상반응, 1·2차 접종보다 적어”

•   조선: 그린·블루·그레이… 수소 3총사 중 블루수소 공략하라

•   조선비즈: LG이노텍, 첨단 반도체 기판 FC-BGA 사업 본격화…대규모 투자 초읽기

•   조선비즈: 이재명표 ‘지역화폐 예산 확대’에 국민의힘 공감대…홍남기 기재부도 끌려가나

•   중앙: 호프집 사장님 “시급 1만2000원 줄게” 알바생 “배달 할래요”

•   중앙: 청년 ‘니트족’ 172만명…15~34세 10명 중 1명은 일도 공부도 구직도 안해

•   JTBC: [단독] 모임·영업제한 없이, 고령층 방역패스 유효기간 '6개월'로

•   동아(P1): 이재명 “기업서 탄소세 걷어 국민에 기본소득”

•   동아(P1): 위중증 환자 첫 600명대… 연일 최다, 정부는 방역강화 결론 못내 발표 미뤄

•   동아: [단독]SK, 1조 자금 조성해 美 반도체-ICT 공격 투자

•   문화(P1): 경제계 “노동이사제 도입땐 정상적 기업경영 어렵다”… 입법 중단 요구

•   국민: 속타는 사장님들 “재료값 따라 가격 올리면 손님 잃을까 걱정”

•   머니투데이(P1): 이재용 "냉혹한 현실 봤다"에도 '반도체 지원' 발목 잡는 국회

•   머니투데이: [단독]이재명, 기업지배구조 개선 통해 '자본시장 대전환' 추진

•   머니투데이: "20년 주기 메타버스 사이클 왔다…규칙 읽어야 미래 보여"

•   머니투데이: "메타버스는 오래된 미래, 2030년 6G 만나 더 완벽해질 것"

•   머니투데이: "6G 쓰는 2030년이후 스마트폰 사라진다…XR이 대체"

•   헤럴드경제: 하이브리드 뜨자 드론·여행산업이 난다

•   헤럴드경제: 최첨단 드론으로 조수석만 타격…끝 모를 기술 진화, 어디까지 왔나

•   헤럴드경제: IT·문화 모든 게 패권싸움…세계는 지금 ‘하이브리드大戰’

•   파이낸셜뉴스(P1): 배터리기업 SK온, 3兆 프리IPO… 국내외 큰손 '눈독'

•   연합: 오후 9시까지 전국서 3천229명 확진…26일 4천명 안팎 예상

•   에너지경제: 에너지경제연구원, 개원 35주년 맞아 각분야 탄소중립 달성 방안 탐색

•   에너지경제: "신규 석탄발전, 전력시장 진입해도 제도 개편 없으면 말라죽는다"

•   에너지경제: 글로벌 석학 존 번 교수 "기후위기, 예상보다 빨라지는 중…더 강화된 조치 필요"

•   전자신문(P1): 삼성 '갤럭시노트' 완전 철수

•   전자신문(P1): '테크비즈코리아 2021' 메타버스로 개막...145개 유망기술 소개

•   전자신문: PCB '선전' 카메라 모듈 '주춤'…1조 클럽 '희비'

•   로봇신문: 한국기계연구원, 드론ㆍ로봇 구동용 소형 수소엔진 개발

[Opinions]

•   Project Syndicate(Philippe Aghion, Aymann Mhammedi): The Keys to Inclusive Growth

•   Project Syndicate(Kenneth Rogoff): Biden's Wise Fed Choice

•   Project Syndicate(Chris Patten): China Is Holding the Planet Hostage

•   Project Syndicate(Carl Bildt): The Drums of War in Taiwan and Ukraine

•   Project Syndicate(Kaushik Basu): The Inflation Conundrum

•   FT(Editorial Board): Olaf Scholz brings winds of change to Germany

•   FT(Martin Sandbu): Taking stock of Biden’s Rooseveltian ambitions

•   FT(Chris Giles): What the ‘big quit’ tells us about inflation

•   FT(Mohamed El-Erian): Obama-era ‘shellacking’ looms unless the Fed wakes up to inflation

•   WSJ(Editorial Board): The Leadership Germans Wanted

•   WSJ(Editorial Board): Biden’s Covid Death Milestone

•   WSJ(Peggy Noonan): Social Distancing Was a Problem Before Covid

•   WSJ(Peter J. Wallison): The Housing Gang Is Getting Back Together for Another Bust

•   Bloomberg(David Fickling): China and the U.S. Can’t Break Their Oil Market Codependency

•   매경(최광석): 새만금이 꾸는 '그린 동북아 허브'의 꿈

•   서경(우영탁): 환경부의 수소 일구이언

•   아시아경제(최지웅): 탄소 감축은 미래산업을 어떻게 지배할 것인가