Business Intelligence Monitor 211203

(Introduction)

[Markets]

•   Global: Dollar gains, shares rise as Omicron fears subside

※   Tight U.S. labor market points to strong economy

※   Dollar, Treasury yields rise on risk-on sentiment

•   Metals: Copper rises as U.S. markets shrug off Omicron fears

•   Grains: Wheat rallies as global demand offsets virus worries

•   한국: 코스피, 외국인 대량 매수에 이틀째 상승…2,940대 회복

•   한국: 두산그룹주 등락 갈려, 두산밥캣 8%대 뛰고 두산퓨얼셀 5%대 내려

[Indicators]

•   Global Nov. Food prices: Global Food Prices Climb 1.2%, Stretching Household Budgets Hit by Inflation

•   OECD Oct. CPI: Chart: Inflation Hits 24-Year High in OECD on Soaring Energy Prices

•   US Weekly Jobless claims: Low Initial Jobless Claims Reflect Tight Labor Market

•   Eurozone Oct. PPI: Euro zone producer prices surge in Oct, unemployment eases

•   UK 2020 Household wealth: UK household wealth reaches record high despite economic hit from Covid

•   Japan Nov. Consumer confidence: Japan's consumer confidence unchanged in Nov - govt

•   Brazil Q3 GDP: Brazil enters recession as inflation grips economy

•   한국 3분기 GDP(잠정): 코로나·공급차질에 3분기 성장률 0.3%…연 4% '빨간불'

•   한국 10월 주택통계: 1∼10월 주택 인허가 물량 40만5천704호…작년보다 24.4% 늘어

•   한국 11월 CPI: 11월 물가 3.7%, 10년만에 최대폭 상승…채소·기름·집세↑

•   한국 11월 외환보유액: 외환보유액 4천639억달러…5개월만에 줄었다

•   한국 주간 아파트 가격(부동산원): 서울 아파트값 하락 시작되나…강북구 1년 반 만에 상승 멈춰

•   한국 주간 아파트 수급동향(부동산원): 서울 이어 경기 아파트도 '팔자＞사자'…집값 하락 본격화하나

[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

•   FT: Inflation tracker: the latest figures as countries grapple with rising prices

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: OPEC, Russia Agree to Keep Boosting Oil Output, Jolting Prices

※   OPEC+ had considered pausing production rises as Omicron fueled concerns about demand and the U.S. released stockpiles

※   OPEC: 23rd OPEC and non-OPEC Ministerial Meeting

•   WSJ: Biden to Toughen Testing for International Travelers to Slow Omicron

※   President will also extend a mask mandate on airplanes and other public transportation as part of an effort to combat the variant

※   health officials confirmed another case, a Minnesota resident who had recently traveled to New York City for a convention

※   White House: President Biden Announces New Actions to Protect Americans Against the Delta and Omicron Variants as We Battle COVID-⁠19 this Winter

•   WSJ: Omicron Makes Foreign Travel a Risky Venture Again

•   WSJ: Scientists Studying Omicron in South Africa See Rise in Covid-19 Reinfections

•   WSJ: House Prepares Funding Vote as Lawmakers Try to Avert Government Shutdown

•   WSJ: Wages Are Going Gangbusters in the U.S.—Elsewhere, Not So Much

•   WSJ: Randal Quarles Says Fed Will Need to Raise Rates to Cool Inflation

※   The Fed governor says a new diagnosis of recent price pressures is warranted

•   WSJ: Fed’s Bostic Wants to Accelerate Pace of Bond Buying Taper

•   WSJ: Derby’s Take: Fed Taper Not Taking Wind Out of Treasury Market’s Sails

•   WSJ: U.S. to Lead Global Effort to Curb Authoritarians’ Access to Surveillance Tools

•   WSJ: Bond Investors Bet on Low Peak Interest Rates

•   WSJ: China’s Digital Currency Challenge: Winning Hearts and Minds

•   WSJ: FTC Challenges Nvidia’s $40 Billion Deal For Arm Holdings

•   WSJ: Big Tech Privacy Moves Spur Companies to Amass Customer Data

•   WSJ: China Sets Boeing 737 MAX Directive for Flight Resumption

•   WSJ: Green Power Purchases Shielded Some Companies From Energy Crunch

•   WSJ: Renewable Natural Gas Firm Opal Fuels to Go Public in $2 Billion SPAC Merger

•   WSJ: Metaverse Emerges as Promising Yet Uncertain New World for Investors

•   WSJ: Chips Stacked High at GlobalFoundries

•   NYT: Why Omicron Was First Found in San Francisco

•   NYT: Why Didn’t the U.S. Detect Omicron Cases Sooner?

•   NYT: Omicron Prompts Swift Reconsideration of Boosters Among Scientists

•   NYT: Scientists say they may have found the way AstraZeneca’s vaccine can cause rare blood clots.

※   The findings suggest that the problem is linked to the shot’s use of another, harmless virus to deliver information into human cells.

•   NYT: Omicron Could Knock a Fragile Economic Recovery Off Track

•   NYT: Janet Yellen says it’s time to stop calling inflation ‘transitory.’

•   NYT: Inside the Economic Argument Over Abortion

•   NYT: Will High Vaccination Rates Help Spain Weather Omicron?

•   NYT: A Car a Minute Used to Flow Through Here, but Chaos Now Reigns

•   WP: As world focuses on omicron, delta variant overwhelms parts of U.S.

•   WP: Top U.S., Russian diplomats trade blame in talks over Ukraine

※   Secretary of State Antony Blinken urged Moscow on Thursday to abandon plans for a potential invasion of Ukraine

•   WP: Biden's Fed nominations could test pledge to add diversity to central bank

•   WP: Inflation is causing hardship for 45 percent of households: Gallup poll

•   WP: Democrats want to prevent new oil and gas drilling in most U.S. waters. Their plan might work.

•   WP: Coronavirus cases in South Africa nearly triple in three days as fears over omicron grow

※   New daily confirmed cases rose to 11,535 on Thursday

•   WP: Pessimism at nuclear talks as Iran steps up uranium enrichment

•   FT: Germany moves towards mandatory vaccination and tightens Covid curbs

※   Merkel and Scholz say fourth wave has put country in ‘serious’ situation

•   FT: Belarus hit by sanctions as west responds to migrant crisis on EU border

※   State airline and sovereign debt among targets of co-ordinated action

•   FT: Jump in Covid infections pounds eurozone consumer activity

•   FT: Scholz eyes Joachim Nagel to run Germany’s Bundesbank

•   FT: Has Berlin got a Green light to get tough on Beijing?

•   FT: Poland and Hungary suffer setback in legal challenge to EU’s rule of law

•   FT: France: the battle over wind power stirs up the election

•   FT: Voters dump Barnier and Bertrand in French conservative party primary

•   FT: State aid helped 56% of EU businesses during the pandemic

•   FT: Europe’s chemicals industry warns on threat from EU plans

•   FT: Omicron case with no known travel link detected in England

•   FT: UK rejects US linking of steel tariffs and N Ireland trading rules

•   FT: Rethinking state-aid rules after Brexit

•   FT: Labour and Lib Dems forge informal by-election pact to exploit sleaze scandal

•   FT: China’s test of hypersonic weapon raised regional tensions, says US defence chief

•   FT: Netanyahu struggles to plot path back to power in Israel

•   FT: Turkey’s finance minister resigns amid plunge in lira

•   FT: Finance minister’s exit cements Erdogan’s grip on Turkish economy

•   FT: Petrol prices bruise car drivers in US gig economy

•   Bloomberg: Omicron Threatens to Prolong Pain in Global Vaccination Bid

•   Bloomberg: Gopinath to Replace Okamoto as IMF’s No. 2 in Surprise Move

•   Bloomberg: Fed’s Divergence With China to Shape 2022 Global Outlook

•   Bloomberg: Fed’s Mester Open to Faster Taper to Win Space for Rate Hike

•   Bloomberg: Record Share of U.S. Small Businesses Raise Pay, NFIB Says

•   Bloomberg: Gain in Hours Worked Gauge May Signal Upside in U.S. Jobs Report

•   Bloomberg: Among America’s Largest Cities, 40% Have Fewer Jobs Than in 2016

•   Bloomberg: U.S. Regulators Move Step Closer to Delisting Chinese Firms

※   SEC announces final rule requiring firms to open their books

•   Bloomberg: Putin’s Approval Rating Slips Amid Covid Surge, Ukraine Tensions

•   Bloomberg: U.K. Treasury Set to Name Former BOE Official to Key Policy Job

•   Bloomberg: China Summons Japan Envoy, Rips Abe for Taiwan Invasion Warning

•   Bloomberg: Japan Quietly Endorses Fossil Fuel Investments Weeks After COP

•   Bloomberg: Traders Cut Inflation Outlook by Most Since Early 2020

•   Bloomberg: Pimco Credit CIO Says Fed Is Behind the Curve Fighting Inflation

•   Bloomberg: Goldman Sees Upside Oil Price Risk Despite OPEC+ Supply Decision

•   Bloomberg: Apple Tells Suppliers iPhone Demand Has Slowed as Holidays Near

•   Bloomberg: Global Power Generation Sees Major Transition Toward Renewable Sources

※   2020 was the first year in which renewable wind, solar, hydropower, and biomass and waste power provided the entirety of growth in global power generation

•   Reuters: Novavax says it could start making Omicron-specific vaccine in January

•   Reuters: Zimbabwe detects case of Omicron variant in country

•   Reuters: Group of 67 nations in WTO agree to cut red tape in services trade

•   Reuters: Fed's Daly says officials may need to start crafting plan for rate increase

•   Reuters: First two cases of Omicron variant case found in mainland France

•   Reuters: Omicron may become dominant in Europe in months -EU

•   Reuters: ECB sticks with transitory description of inflation

•   Reuters: Russia to unveil security pact proposals in bid to restrain NATO

•   Reuters: China advisers to recommend lower 2022 GDP target as headwinds grow - sources

※   Slowdown seen persisting into 2022 on property woes, COVID

•   Reuters: China accelerating research into COVID-19 shots targeting Omicron -state media

•   Reuters: Climate change, COVID-19 and conflict drive 'alarming' rise in aid need

•   Reuters: EV industry must work closer with lithium suppliers, executives say

•   Reuters: Ford, GM race to brag 'We're Number 3!' in electric vehicle market

•   AP: Analysis: Iran ups nuclear ante as Vienna deal talks resume

•   CNBC: Omicron Covid variant likely circulating for longer — and more widely — than thought, experts say

※   As more cases of the new omicron Covid variant emerge around the world, experts say it’s likely that the variant has already been circulating for some time.

•   CNBC: WTO chief ‘very concerned’ about the unequal distribution of Covid vaccines

•   CNBC: CEOs across the market, economy agree on one 2022 prediction: More volatility, no end to Covid

•   CNBC: Tesla says it needs graphite from China for batteries, requests tariff waiver

•   SCMP: Chinese think tank urges Beijing to strengthen global trade bonds to counter US pressure

•   SCMP: China’s ‘state-centric approach’ to technical standards-setting worries EU firms

•   SCMP: China alert to global economic risks from Omicron, but ‘financial turmoil’ of early pandemic unlikely

•   SCMP: China’s economic growth is ‘biggest challenge’ for Beijing in 2022, senior adviser warns

•   Global Times: Understanding China requires understanding CPC: Xi

•   Global Times: First highway bridge linking China, Russia is ready to launch

•   Caixin: Energy Insider: Sinopec to Build World’s Biggest Green Hydrogen Plant

•   Nikkei Asia: Japan drops blanket ban on inbound flight bookings amid criticism

•   Nikkei Asia: Japan to suspend 'exemption' visas for foreign entrants

•   Nikkei Asia: U.S. unlikely to screen investments in China: ex-Trump official

•   Mainichi: Japan's biggest labor body calls for 4% pay hike in wage talks

•   Power Engineering: U.S. records red-hot quarter for utility-scale solar, battery storage

•   Robotics Tomorrow: Robots on Their Own - Fully Automatic Picking of Unknown Products From Bulk Material

•   매경(P1): "연말 모임 안되겠네"…오미크론 공포에 '모임 인원제한' 유력

•   매경: 해외출장 여행 줄취소…코로나 처음 번진 2년전으로 돌아갔다

※   삼성전자 등 재계 출장 자제령. 내달 초 CES 참석 두고 '고민'

•   매경: 미접종자는 식당·카페 혼자만 가야 될 수도

•   매경: 목사 부부 "방역택시 탔다" 거짓말에…확진된 지인, 411명 예배 참석했다

•   매경: "올해 장사 공쳤다"…오미크론에 날아간 연말모임

•   매경(P1): 예금에 방치된 퇴직연금…펀드투자로 수익 늘린다

•   매경: 벼랑 끝에 선 지역 일자리…신재생 산업단지로 활로 뚫는다

•   매경: 내년 증시 화두는 '선거·ETF·IPO·세금'

•   매경: 공급부족·집값상승에…서울 내집보유 4년째 내리막

•   매경: '매달 이자만 30억'…오세훈 탄식한 세운상가 아파트 공급 빨간불

•   한경(P1): 608조 초슈퍼 예산…대선 돈풀기

•   한경(P1): 포스코케미칼, GM과 손잡는다

•   한경: 여당發 다주택자 양도세 완화론, 결국 이재명에 달렸다

•   한경: 당정 갈등에 표류하는 '수소法'…기업·생태계 고사 위기

•   한경: 11월 물가에 놀란 한은…내년 1월 금리 또 올릴 듯

•   한경: 대기업대출 1년반 만에 최대폭 증가

•   한경: REC 기준價 산정방식 바꾸려던 정부, 업계 강력 반발에 시행시기 1년 연기

•   한경: 법인 종부세·취득세 중과 '불똥'…주택사업 포기 '속출'

•   한경: 국민 10명 중 5명 "내년 상반기에도 집값 오른다"

•   서경(P1): 재택치료 '아우성'인데···원격의료는 21년째 빗장

•   서경(P1): 이재명 '신한울 3·4호기' 재개 시사···탈원전 차별화

•   서경: '코로나 피해' 中企에 세제지원 늘리고···반도체·배터리·백신 세액공제율 상향

•   서경: "수소가 경제 돌파구" 인프라 서두르는 지자체

•   서경: 최태원, 임원 인사날 SNS에 "다섯 가지 하지 마라"

•   조선(P1): [단독] 새만금 태양광 공사현장서 독성물질 검출

•   조선: 오미크론 전파력 세다지만… “국내 확진 4명 무증상, 1명은 미열”

•   조선: 서울 아파트 절반이 10억 넘는데… 대출은 여전히 9억에 묶었다

•   조선: [백브리핑] ‘알리바이’ 만들기에 열 올리는 기재부

•   조선: “ESG 리스크 관리, 아시아 기업들은 걸음마 수준”

•   조선: [WEEKLY BIZ] 탄소 줄이는 시대, 탄소배출권으로 돈 벌어볼까

•   조선비즈: ‘세계최대 FTA’ RCEP, 국회 비준…내년 2월초 발효

•   조선비즈: 규제지수 1점 오르면 10.4조원 경제효과… “기술발전 속도 맞춘 규제완화 필요”

•   조선비즈: 올 겨울 전력수요 증가 전망에 결국 원전 늘리는 정부

•   조선비즈: 수소법 개정 불발, 어떤 일?…양이원영 “‘핑크수소’ 아세요?” 산업부 국장 “못 들어봤는데요...”

•   조선비즈: 7000억원 걸린 현대重 통상임금 대법 판결, 2주 앞으로

•   중앙(P1): 성탄 선물이냐 악몽이냐…오미크론 '운명의 2주일'

•   중앙: 로봇이 순찰 돌고, 자율주행 택시·버스 다니는 시대 곧 온다

•   중앙: 롯데도 난다…에어택시 전쟁

•   동아(P1): 한미SCM 공동성명 “대만해협 안정 유지” 첫 명시… 中 반발 가능성

•   동아: [단독]정부, 美의 ‘선제 핵 불사용’ 검토에 “반대” 수차례 전달

•   동아: [단독]오미크론 첫 환자 “車안 마스크 썼는데 전염… 미각-후각 무뎌져”

•   동아: 2030 다중채무, 130만명이 150조… 빚으로 빚 갚는 악순환 허덕

•   동아: 태양 닮은 미래에너지 ‘핵융합’, 전세계 상용화 연구 불붙었다

•   동아: 대기업 총수 일가 176명 ‘미등기 임원’

※   공정위: 2021년 대기업집단 지배구조 현황 발표

•   문화: 대출규제·자격요건 강화에 무순위 청약도 미달… ‘줍줍’ 꺾이나

•   문화: “차기정부, 노동시장 유연화·규제완화 먼저 추진을”

•   한국: "월성원전 맥스터 증설, 찬성 유도하게 설문지 변경"

•   국민: MSCI 선진국지수 도전 20년째… 당정 재추진에도 ‘물음표’

•   서울: ‘넷제로 시대’… 호남서 만든 재생에너지 수도권 송전 ‘첩첩산중’

•   경향: 탈탄소 성적, 삼성전자 ‘D’ 카카오 ‘F’

※   그린피스: 동아시아 ICT 기업들의 탈탄소 레이스, 순위는?

•   머니투데이(P1): 최태원 손에 8개의 창, 글로벌 SK 정조준한다

•   머니투데이: 오미크론 잡아내는 韓진단키트…개발 중인 백신은 대응 어떻게?

•   머니투데이: 경총 "韓, 근속기간 따른 임금 차이 세계 최고 수준…日·EU 제쳐"

•   머니투데이: 외인 '줍줍' 삼성전자·SK하이닉스, 최근 왜 오르나 했더니

•   더벨: 두산 '박용만 삼부자'의 아름다운 퇴장

•   더벨: 신차보다 더 비싼 중고차 '반도체 때문에'

•   더벨: '차량용 반도체 국산화' 정의선, 이재용·최태원과 의기투합할까

•   파이낸셜뉴스: CATL '제2 헝다'되나… 무리한 사업확장에 유동성 위기론

•   아시아경제: 물가 비상걸린 정부 '부처책임제' 도입

•   디지털타임스: `2050 탄소중립` 13대 분야 197개 에너지 핵심기술 개발한다

※   산업부: 에너지 탄소중립 13대 분야, 197개 핵심기술 로드맵 발표

•   이데일리(P1): [단독]이재명, 서울교대 부지·탄천 등 강남권 대규모 주택 공급 검토

•   이데일리: 李, 강남 대규모 공급 카드 '만지작'…실현 가능성은 '글쎄'

•   이데일리: [단독]정부 '이중가격' 논란에 전세가 통계 바꾼다

•   이데일리: 요즘 핫한 NFT 잘 아시나요?…"사실 모릅니다"

•   이데일리: 대학생 만난 김동연 "수저색으로 차별 않는 출발선 만들겠다"

•   연합: 오후 9시까지 전국서 4천57명 확진…3일 5천명 육박할 듯

•   연합: 3분기 파운드리 시장 12% 성장…점유율은 TSMC↑·삼성전자↓

※   DRAMeXchange: 【Market View】Foundry Revenue Rises by 12% QoQ for 3Q21 Thanks to Peak Season, New Production Capacity, and Rising Prices, Says TrendForce

•   뉴시스: [단독]문 대통령, 연말 삼성 등 6개 대기업 총수 만난다

•   이투데이: [단독] 산업은행, '선임부행장' 제도 1년 만에 폐지

•   e대한경제: 탄소 중립 첫단추 CCUS…정부, 기술 개발 예산 72억 확보

•   더구루: [단독] SK, '반도체 장비 반입 제동' 중국 달래기 나서나…장쑤성 당서기 면담

•   더구루: [단독] LG전자, 미국서 가상발전소(VPP) 구축

•   에너지경제: 새만금, 30년 잠을 깨다…태양광 발전 거점 '그린뉴딜 1번지'로 상전벽해

•   에너지경제: [단독] 전력구매가격 7년만에 최고치…한전 4분기 실적도 암울 "연료비연동제 현실화해야"

•   로봇신문: 中협동로봇 전문기업 ' 자카 로봇', 3만 시간 MTBF 인증 획득

[Opinions]

•   Project Syndicate(Daron Acemoglu): The Supply-Chain Mess

•   Project Syndicate(Joseph E. Stiglitz, Achal Prabhala, Felipe Carvalho): Brazil's Pioneering Solution to Vaccine Shortages

•   Project Syndicate(Mohamed A. El-Erian): Can the Fed Overcome Its Transitory Policy Mistake?

•   FT(Editorial Board): Iran plays a dangerous game in nuclear talks

•   FT(Edward Luce): America’s historic missed chance on Covid

•   FT(Martin Sandbu): Germany’s new government offers more than meets the eye

•   FT(Robert Armstrong): Fear rising

•   FT(Russell Napier): China’s rising vulnerability to foreign investors

•   FT(Lex): High-yield bonds: reality of fixed-income investing sets in

•   WSJ(Editorial Board): Deterring Russia in Ukraine

•   WSJ(Daniel Henninger): Omicron Reinfects Government

•   WSJ(James Freeman): Businesses Offer Higher Wages, but Who Will Accept Them?

•   WSJ(Joseph C. Sternberg): What Jerome Powell Couldn’t Say in His Speech, and Doesn’t Know

•   WSJ(Tom Cotton): ‘No’ on Fed Chairman Jerome Powell

•   WSJ(Seema Verma): A Biden Vaccine Mandate Puts Patients at Risk

•   WSJ(Eugene Kontorovich): Covid-19 and the Right to Travel

•   NYT(Frank Bruni): Omicron Has Lessons for Us. We Refuse to Learn Them.

•   NYT(Patricia Cohen): How Omicron Could Knock Economic Recovery Off Track

•   NYT(Zoe Weinberg): The Metaverse Is Coming, and the World Is Not Ready for It

•   WP(Editorial Board): For the sake of global stability, the U.S. must deter a Russian invasion of Ukraine

•   WP(Editorial Board): Biden is hiking lumber tariffs at the wrong time

•   WP(Jennifer Rubin): Those supply chains are straightening out. So is Biden’s rhetoric.

•   WP(Christine Emba): Omicron inspires dread, but we can’t give in to it

•   WP(Severin Borenstein): Gas prices actually aren’t that high

•   Bloomberg(Editorial Board): Powell’s Pivot Is the Right Move Amid Economic Uncertainty

•   Bloomberg(Daniel Moss): Turkey Wants the Impossible: Lower Rates and a Stable Lira

•   Bloomberg(John Authers): China's Growing Role in Rising U.S. Inflation Depends on Consumers, Not the Fed

•   Bloomberg(Marcus Ashworth): Fed Chair Powell Has Taken a Hawkish Turn But the Bond Market Shrugs It Off

•   Bloomberg(Liam Denning): Three-Dollar Gasoline Isn't as Painful as It Used to Be

•   Bloomberg(Karl W. Smith): Suspend the Gas Tax? It's a Short-Sighted Proposal From Democrats

•   MarketWatch(Mark Hulbert): The Nasdaq and the Dow are now trading in a way that was evident just before the internet bubble burst

•   Fox News(David Marcus): Biden's COVID task force is a failure and urgently needs a shakeup

•   Fox News(Bill Hagerty): Biden's 'Build Back Better' is the very definition of cradle-to-grave, big-government dependency

•   아시아경제(정동욱): 탄소세 공약 신중해야

•   전자신문(사설): 수소경제, '이행'을 생각하자