[Markets]
※ Stocks, bonds yields slide in volatile trade
※ U.S. 10-year yields fall to 1.35%, lowest in 10 weeks
※ Dollar little changed, gold rises more than 1%
• Cryptocurrency: Bitcoin Price Tumbles After Wall Street Selloff
[Indicators]
• US Oct. Factory orders: U.S. factory orders rise more than expected in October
• US Nov. Nonfarm payrolls: Gains in Workforce Point to Loosening of Labor Market
※ Unemployment rate falls to 4.2%; recovery faces new Covid-19 uncertainties
• US Nov. Services PMI(ISM): U.S. Services Gauge Rises to Record as Activity, Employment Firm
※ ISM’s November index rises to 69.1, exceeds all estimates
• US Weekly Rig count: US drillers keep oil and gas rig count steady this week
• Eurozone Oct. Retail sales: Euro zone retail sales up in October on non-food purchases
• China Nov. Services PMI(Caixin): China's Nov services activity expands at slower clip - Caixin PMI
• India Nov. Services PMI: Services activity in November expands at 2nd-fastest pace in a decade
• Turkey Nov. CPI: Turkey’s Economic Turmoil Sends Desperation and Inflation Soaring
• 한국 주간 주택시장 동향(KB): 집값 드디어 꼭지?…1년만에 수도권 집값 떨어진 지역 나왔다
[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
[Calendars]
[News]
※ Study from South Africa suggests the fast-spreading Omicron variant might cause less severe illness than its predecessors
※ Tariffs, ‘Buy American’ policies and lower immigration inflows might add to cost pressures
※ Chinese ride-hailing giant says it plans to pursue a listing in Hong Kong
※ Most of the infected had traveled to southern Africa recently, but health officials are bracing for the inevitable community spread.
※ There were 86 new cases of the Omicron variant, Britain’s health security agency said on Sunday
※ “The Russian plans call for a military offensive against Ukraine as soon as early 2022 with a scale of forces twice what we saw this past spring during Russia’s snap exercise near Ukraine’s borders,”
※ comes ahead of a planned virtual meeting next week between President Biden and Russian President Vladimir Putin.
※ omicron could have greater transmissibility but lower virulence than other variants of the coronavirus
※ Forecast for 2021 reduced to 3.8% from 4.2%, 2022 cut to 2.9%
• Bloomberg: Bond Tapering Latest News: Fed Tipped for Fast Taper
※ Finance Minister rejects any new lockdown, mandatory vaccines
※ Iran said world powers can’t expect it to stop expanding its nuclear work until they reach an agreement with Tehran on how U.S. sanctions will be lifted from the Islamic Republic’s economy
※ Developer says it will ‘actively engage’ with creditors
※ “There is a suggestion that there is increased transmissibility, what we need to understand is if it’s more or less transmissible compared to delta,” WHO official Maria Van Kerkhove said.
※ Event to take place this week in push to present Chinese system as more effective
• SCMP: China pledges ‘better business environment’ for foreign firms in latest bid to woo investment
• SCMP: Boeing 737 MAX to return to China’s skies by ‘beginning of next year’ but more changes still needed
• Nikkei Asia: Japan expects to approve Merck's COVID pill in December
• Nikkei Asia: GE Hitachi wins Canadian order for small nuclear reactor
• Nikkei Asia: Toyota to make Western European lineup carbon-free by 2035
• Power Engineering: Iberdrola and H2 Green Steel to build 1GW green hydrogen plant
• Construction Equipment: Construction Recovery Slows: Marcum Index
• For Construction Pros: Komatsu Adds Smart Construction Drone and Smart Construction Field to Jobsite Solutions Suite
• Robot Report: Top 10 robotics stories of November
• 매경: 벤처업계 "복수의결권, 경영권에 큰 도움"
• 매경: 격차 더 벌린 TSMC…삼성, 3나노로 반격
• 매경: 국민연금 "탈석탄 선언 시행방안 마련중"
• 매경(P1): [단독] "전기차 눈에 띄게 많아졌는데"... 차부품사 직원 4만명 실직
• 매경(P1): "이번에는 진짜 문닫아야 할지도"…내년3월 소상공인 대출 상환유예 종료
※ 저신용자 대출은 총량규제 제외
• 매경: 돌아온 외국인…한달새 4조6천억 쓸어담아
• 매경: 서울·지방 아파트값 격차 5년새 더 벌어졌네
• 매경: 카자흐 초대 대통령 "원전 건설하겠다"
• 한경(P1): 607조7000억…슈퍼예산 국회 통과
※ 기재부: 2022년 예산 국회 확정
• 한경(P1): 삼성 찾아가 '기본소득' 꺼낸 이재명
• 한경: 최태원 "넷제로 달성 기업에 인센티브 필요"
• 한경(P1): 3만5000달러…1인당 국민소득 사상 최고 전망
• 한경: 정작 실리콘밸리선 '애자일 조직'이 화두
• 한경: 서울 주택 소유자 5명 중 1명 종부세
• 서경(P1): '연금시장 블랙홀' IRP, 올 50조 시대 열린다
• 서경(P1): 대선용으로 돈 푸는 정부, R&D 사업은 되레 '삭감'
• 서경(P1): 韓 군비 줄일때···북중러 군사력, 한미일 2배 돌파
• 서경(P1): 삼성·LG, 공급망 조직 대수술
• 조선(P1): 식당·카페·학원까지 방역패스 전면 확대
※ 복지부: 특별방역대책 후속조치
• 조선: ‘오미크론 부부’ 교회서 의심자 7명 발생
• 조선(P1): [NOW] 종부세 480만→8500만원… 500년 된 서원 문닫을판
• 조선(P1): 하루 사망 70명 최다… 서울도 오미크론 의심환자
• 조선(P1): 그린피스 창립자 “한국 탈원전은 폰지 사기극”
• 조선비즈: 오미크론의 역설, 반도체 겨울 예상보다 빨리 끝난다
• 조선비즈: 배송도 친환경으로… 유통업계, 전기차 도입에 속도
• 인베스트조선: IPO 시장, 매크로 영향은 미미할 듯…내년 사상 최대 공모 기대감
• 중앙(P1): 밥상물가 겁난다…3분기 상승률 5%, OECD 국가 5위
• 중앙: 왜곡되는 전세시장…가격표 3개가 돌아다닌다
• 동아(P1): 文-시진핑 내년초 화상 정상회담 추진
• 문화(P1): “청년 중심” 구호 뿐… 연금개혁 외면하는 대선주자들
• 한국(P1): 4대보험 가입한 '가상인간' 리아… "정직원 입사해 업무 처리해요"
• 한국(P1): 美 국방장관 “아시아판 나토· 反中연합 추구 안 한다”
• 국민(P1): [단독] 靑 ‘종전선언’ 친서 북한에 전달 검토
• 머니투데이(P1): 대선·오미크론 변수 주목…내년 경제정책방향, 뭐가 담기나
• 머니투데이: 휘발유값, 1600원대까지 떨어졌는데…'서민연료' LPG는 상승
• 머니투데이: 코로나 변이에 봉쇄된 베트남 공장들…"삼성 없었더라면"
• 헤럴드경제(P1): 내년엔 로보라이드 타볼까? [헤럴드 뷰]
• 파이낸셜뉴스(P1): 수도권 신규택지 24곳, 지구지정 또 해 넘긴다 [표류하는 8·4 신규택지 공급]
• 파이낸셜뉴스: 반도체 다시 대세로… 메타버스·NFT 투자자도 갈아탔다
• 아시아경제(P1): [내년 부동산전망]올해 살 걸…집값, 내년 더 오른다
• 디지털타임스(P1): [기획] 중저가 하락조짐에 빚투 서민 `부도 경고`
• 디지털타임스: RCEP 발효땐 FTA 인한 농업손실 막대
• 디지털타임스: 신당 창당요건 얻은 김동연 "거대양당에 선전포고할 것"
• 이데일리(P1): '산업 격변기' 세대교체의 가교, 부회장이 늘었다
• 이데일리: 올해 기업인사 키워드 다섯…'FIIGM'에 조직미래 맡겼다
• 이데일리: '50대 초반' 대거 짐 쌌다…'임원=임시 직원' 증명
• e대한경제: 캐스퍼 돌풍에 웃지 못하는 현대차…노조 발목은 과제
• 더구루: 블룸에너지, 英 수소시장 정조준
• 더구루: 두산, 폴란드 열 생산시설 참여…지역난방 공급
• 비즈니스포스트: [채널Who] 자산 1천조 대기업 오너들의 수소동맹, 그들은 왜 뭉쳤나
• 에너지경제: 북극發 한파에 올겨울 전략수급난 오나
• 에너지경제: "정부, 산업계 그린수소 생산·사용 촉진시킬 대책 마련해야"
• 전자신문(P1): 애플, 내년 3억대 아이폰 판매...상반기 목표 30% 업
• 전자신문: [뉴스해설]부품 수급난 해소…'스마트폰 빅사이클' 기대
• 전자신문(P1): 오미크론 확산에 움츠러드는 산업계…'CES 등 출장 재검토·재택 연장'
• 물류신문: 미래 물류의 핵심 물류로봇, 어디까지 왔나?
[Opinions]
• Project Syndicate(Shashi Tharoor,): Global Coal Hypocrisy
• Project Syndicate(Jeffrey D. Sachs): Time to Overhaul the Global Financial System
• Project Syndicate(Harold James): Multilateralism's Secret Sauce
• Project Syndicate(William A. Haseltine,): Buckling Up for Omicron
• FT(Editorial Board): Vaccine passes are a vital weapon against Covid
• FT(Editorial Board): South Africa is slowly edging towards a post-ANC future
• FT(Martin Sandbu): Clear ambition is required if Europe is to rival China’s Belt and Road
• FT(Robert Armstrong): How bad is the US economy?
• FT(John Dizard): Flagging US consumer demand puts economy on track for slowdown
• FT(Tom Mitchell): Didi’s US exit shows Xi is the ultimate arbiter for China’s companies
• FT(Joe Rennison): Double whammy looms over low-rated corporate bonds
• WSJ(Editorial Board): America’s Two-Track Jobs Recovery
• WSJ(Editorial Board): Pete Buttigieg’s Highway to Green Heaven
• WSJ(Editorial Board): November’s Jobs Message to the Federal Reserve
• WSJ(Editorial Board): Build Back Better vs. Small Business
• WSJ(Editorial Board): Rogues Are on the March Around the World
• WSJ(Alan S. Blinder): Look at Build Back Better’s Benefits, Not Its Price Tag
• WSJ(Holman W. Jenkins, Jr.): What Spreads Faster Than Covid? Vaccination.
• WSJ(Kimberley A. Strassel): Biden’s Covid Quagmire
• WSJ(Allysia Finley): The Vast Promise of mRNA Technology
• WSJ(Angelique Talmor): Eric Zemmour Is No Donald Trump
• NYT(Ross Douthat): Biden Can Do Better on Covid
• NYT(Anita Sreedhar, Anand Gopal): Behind Low Vaccination Rates Lurks a More Profound Social Weakness
• WP(Editorial Board): Who ordered the Uyghur genocide? Look no further than China’s leader.
• WP(Catherine Rampell): The November jobs report shows covid is still the boss of the economy
• WP(Dana Milbank): Biden’s media coverage is worse than Trump’s at times
• WP(E.J. Dionne Jr.): Say it loud, Democrats: Economic issues are ‘values’ issues, too
• WP(Josh Rogin): Congress needs to act on Xi Jinping’s genocide now
• Bloomberg(Bloomberg Opinion): Omicron and Delta Pave the Way for a New Super Variant
• Bloomberg(Niall Ferguson): Omicron Sounds Death Knell for Globalization 2.0
• Bloomberg(Brian Chappatta): An Odd November Jobs Report Keeps Fed on Tapering Fast Track
• Bloomberg(Shuli Ren): Can China’s Developers Just ‘Lie Flat’ and Not Repay Debt?
• Bloomberg(Julian Lee): Shell Stops a Shetland Oil Development But It's Not a Real Climate Victory.
• Bloomberg(Anjani Trivedi): How China's Car Batteries Conquered the World
• Bloomberg(Matthew Yglesias): Powell’s Fight Against Inflation Is Already Working
• Bloomberg(Lara Williams): Omicron Is Unavoidable But It's Not Time to Give In to Covid Panic
• CNN(Gad Levanon): 3 jobs trends to look out for next year
• Fox News(Newt Gingrich): Congress must investigate Hunter Biden – and those protecting him. Here's why
• Fox News(Deroy Murdock): Biden blames soaring gas prices on Big Oil as he keeps up his war on fossil fuels
• Fox News(Fred Fleitz): Time to end diplomacy with Iran and admit Trump was right
• 매경(사설): 이재명 "신한울 3·4호기 건설 중단 재고" 늦었지만 환영한다
• 한경(한상춘): 美 Fed, 모든 것 바꾼다…한국은행은?
• 서경(사설): 변죽 그만 울리고 기본소득·탈원전 폐기하라
• 조선(사설): 與서도 나온 ‘탈원전 폐기’, 한 명 아집이 만든 국가 自害 끝내야
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