Business Intelligence Monitor 211207

(Introduction)

[Markets]

•   Global: Stocks Get a Boost as Omicron Concerns Ease

•   US: Tesla Stock (TSLA) Falls on SEC Probe; Near Bear Market

•   Hong Kong: China Evergrande’s Managed Restructuring Is Under Way; Stocks and Bonds Sink

•   Hong Kong: Rout in Chinese Internet Stocks Rolls On in Hong Kong

•   Metals: Copper receives shot in the arm from China's central bank

•   Grains: US corn, soybeans fall in risk-off trade; wheat firms

•   한국: 기관·외인 매수에 코스피 4거래일 연속 상승…2,970선 마감

•   한국: 두산그룹주 등락 갈려, 두산 5%대 뛰고 두산퓨얼셀 1%대 떨어져

[Indicators]

•   Eurozone Dec Sentix index: Pandemic measures cast pall on euro zone investor morale

•   Germany Oct. Factory orders: German Factory Orders Slump as Foreign Demand Plummets

•   UK Nov. Construction PMI: UK builders increase activity as pricing pressures ease

•   China Reserve requirement ratio: China Moves to Boost Slowing Economy

※   People’s Bank of China reduces amount of money banks must hold in reserve, signaling concerns amid a property market slump

•   한국 3분기 근로자 임금: 임금상승률 3년 반 만에 최고

[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: High Inflation, Falling Unemployment Prompted Powell’s Fed Pivot

※   Officials have laid the groundwork to more quickly end a pandemic-era stimulus program at their meeting next week

•   WSJ: New York City Sets Covid-19 Vaccine Mandate for Private-Sector Workers

※   Mayor Bill de Blasio says new requirement goes into effect later this month

•   WSJ: Pfizer and Merck Covid-19 Pills Are Coming Soon in the U.S., but Other Countries Will Have to Wait

•   WSJ: Post-Booster Breakthrough Covid-19 Cases Are Happening, but Rarely

•   WSJ: Tax Revenues Held Up Even as Economies Crashed During Pandemic

•   WSJ: Trump Social-Media SPAC Deal Being Investigated by SEC

•   WSJ: China Increasingly Obscures True State of Its Economy to Outsiders

•   WSJ: Evergrande’s Haircut and Some Help for Chinese Banks

•   WSJ: Aung San Suu Kyi Sentenced to Two Years in Myanmar Prison

※   Guilty verdicts for incitement and breaching pandemic rules are first in raft of charges brought against the ousted leader by the military

•   WSJ: Saudi Crown Prince Tours Gulf as Iran Nuclear Talks Stall

•   WSJ: Demand for Oil, Gas to Remain Robust for Years, Energy Leaders Say

•   WSJ: Saudi Aramco Sells Stake in Natural Gas Pipeline Business

•   NYT: Biden Expected to Offer Warnings and Alternatives in Call With Putin

※   President Biden will hold a high-stakes video call with Vladimir V. Putin of Russia on Tuesday.

•   NYT: On Ukrainian Front, Grinding War and Weary Anticipation of Invasion

•   NYT: United States Will Not Send Government Officials to Beijing Olympics

※   Athletes will still be able to compete in the Winter Games in Beijing, but the diplomatic boycott is a response to human rights abuses in Xinjiang.

•   NYT: How the Supply Chain Crisis Unfolded

•   NYT: The Pandemic Has Your Blood Pressure Rising? You’re Not Alone.

•   NYT: Stricter coronavirus testing rules take effect for travelers flying to the U.S.

•   NYT: Spike in Omicron Variant Cases Puts Europe on Edge

•   NYT: China Calls on ‘Little Inoculated Warriors’ in Its War on Covid-19

•   NYT: India and Russia Expand Defense Ties, Despite Prospect of U.S. Sanctions

•   NYT: Aung San Suu Kyi Falls, but Myanmar’s Democratic Hopes Move On

•   WP: Biden is approving more oil and gas drilling permits on public lands than Trump, analysis finds

•   WP: Taiwan is racing to contain a cane toad invasion

•   FT: Omicron expected to cast shadow over Europe’s economic outlook

※   IMF: Euro Area: Staff Concluding Statement of the 2021 Mission on Common Policies for Member Countries

•   FT: Olaf Scholz plots a way round Germany’s debt rules

•   FT: Europe arms itself against the global trade bullies

•   FT: Will inflation ketchup?

•   FT: Community transmission of Omicron variant confirmed in parts of UK

•   FT: BoE unlikely to raise interest rates this month, say economists

•   FT: UK jobs boom poses inflation risk, Bank of England official warns

•   FT: UK business investment expected to rebound strongly in 2022

•   FT: UK to trial ‘smart’ customs border to reduce post-Brexit trade frictions

•   FT: Biden to target money laundering in US real estate market

•   FT: Brazil emerges from Covid ‘nightmare’ through vaccination blitz

•   FT: Honduras becomes new front in US-China struggle over Taiwan

•   FT: European auto suppliers warn shift to electric would put 500,000 jobs at risk

•   FT: Investors push for faster ways to save energy

•   FT: Electric and hybrid trains power ahead to cut emissions

•   FT: In charts: Global progress on energy efficiency

•   Guardian: Covid not over and next pandemic could be more lethal, says Oxford jab creator

※   Prof Dame Sarah Gilbert says this will not be the last time a virus threatens our lives and our livelihoods

•   Bloomberg: Origin of Omicron: Mutations May Give Clues How Strain Develops, Analysis Shows

•   Bloomberg: Bill to Punish China Over Uyghur Oppression to Get House Vote

•   Bloomberg: Wall Street Holds Fast to Fossil Fuels as Climate Pressure Grows

•   Bloomberg: Spain Isn’t Concerned About Power Blackouts, Deputy PM Says

•   Bloomberg: Supply Chain Latest: U.K. Logistics Industry Sees Labor Shortages

•   Bloomberg: EU Warns U.S. Electric-Vehicle Subsidies May Inflame Tensions

•   Bloomberg: China Expert Hints How to Return to Normal With Covid Zero: Global Times

•   Bloomberg: Early Link Between Hospitalization, Omicron Cases in South Africa Raises Hope

•   Bloomberg: Peru’s Leftist President Braced for Early Attempt to Impeach Him

•   Bloomberg: Brazil Politics: Impasse Over Bill That Eases Fiscal Rule

•   Bloomberg: Bond Funds Pose a Systemic Risk in Times of Crisis, BIS Says

•   Bloomberg: U.S. Strategic Oil Sale Attracts at Least Two Foreign Bidders

•   Bloomberg: IMF Chief Warns of ‘Digital Berlin Wall’ That Would Hurt Growth

•   Bloomberg: China's Old Guard as Winning in the EV Boom Along With Tesla

•   Bloomberg: Toyota Chooses North Carolina for First U.S. Battery Plant

•   Bloomberg: Wall Street Holds Fast to Fossil Fuels as Climate Pressure Grows

•   Bloomberg: China Starts Round 2 of Massive Desert Renewable Energy Build

•   Reuters: Chinese govt thinktank proposes growth target of above 5% for 2022

※   Proposes target of around 3% for CPI in 2022

•   Reuters: REUTERS SUMMIT Wells Fargo sees U.S. 2022 inflation, GDP around 4% - CIO

•   Reuters: Chinese govt thinktank proposes growth target of above 5% for 2022

•   Reuters: Next pandemic could be more lethal than COVID, vaccine creator says

•   Reuters: Russia reports first cases of Omicron COVID-19 variant - agencies

•   Reuters: Iraqi oil minister expects oil to reach over $75

•   Reuters: Analysis: Clear or confused? Central banks' communication skills set for ultimate test

•   Reuters: Analysis: Hopes for Argentina IMF deal grow; but at what cost?

•   CNN: Biden readying sanctions against Putin's inner circle ahead of this week's key call

•   CNBC: First data on Covid omicron variant’s severity is ‘encouraging,’ Fauci says

•   Fox Business: Gas prices nationwide likely to drop even further, expert says

•   Business Insider: China's middle class is starting to look a lot like America's, and that's not a good thing

•   SCMP: Covid-19: why hopes the Omicron variant will prove less deadly may be premature

•   SCMP: China’s five-year green development plan for industrial sector lacks road map, analysts warn

•   SCMP: EU will propose new trade weapon to counter China’s economic coercion

•   Nikkei Asia: Asia rises in COVID Recovery Index as omicron variant fogs outlook

•   Nikkei Asia: Kishida vows to fast-track booster shots amid omicron fears

•   Nikkei Asia: China looms over New Caledonia vote on independence from France

•   Economic Times: Indian economy shows strong signs of recovery, upswing in 19 of 22 eco indicators

•   Economic Times: COVID-19 pandemic still remains top risk for corporate India, says survey

•   Power Engineering: Energy secretary: Offshore wind brings ‘gust’ of job growth

•   DIGITIMES: Supply of automotive chips improves in November, December

•   DIGITIMES: Global semiconductor sales poised to hit record high in 2021

•   매경(P1): "재건축 대안 리모델링 달아오른다"…수도권 단지 93곳 뛰어들었다

•   매경(P1): '양도세 12억 상향' 8일 시행

•   매경: "접종후 생리 끊겼는데 또 맞으라네요"…백신패스 놓고 부글부글

•   매경: "손님 줄어 울고, 백신 확인에 두번 운다" 식당 주인의 한숨

•   매경: 韓 'RCEP' 내년 2월 발효

•   매경: 미국 간 한수원 사장 "소형원전 개발 협력 기대"

•   매경: 이재용 부회장 이번엔 중동行…UAE·사우디서 5G 사업협력

•   매경: "더 작아지는 반도체, 가상과 현실의 벽 무너뜨린다"

•   한경(P1): "조금이라도 아프면 아예 뽑지 않겠다"…취준생들 '날벼락'

•   한경: "法 시행 후 헌재·대법 판단 대상될 것"…현직판사도 문제 있다는 중대재해법

•   한경: 기저질환 직원은 야간근무서 배제…재직자 관리도 '비상'

•   한경: "더 크기 전에 잡아라"…AI 반도체社에 뭉칫돈

•   한경: SK바사 "임상3상 백신, 부스터샷용으로 내년 상반기 출시"

•   한경: 영화 속 홀로그램 회의, 내년엔 현실로

•   한경: 울산, 내년 국비 4조원 확보…수소·풍력 등 신사업 속도 낸다

•   한경: 29만원 폰에 트리플 카메라…삼성 '보급형 라인업' 강화한다

•   서경(P1): 이번엔 납품가發 '도미노 가격인상' 온다

•   서경: 연식변경 싼타페 240만원↑···갤S22, 3년만에 올려 100만원대

•   서경: "치솟는 원자재값에 적자 쌓여···이번에도 납품가 못올리면 문닫을 판"

•   서경: 조선용 후판 40만원, 車강판도 12만원↑

•   서경(P1): 최태원의 美 반도체 야심..."공장설립 전제조건 검토"

•   서경(P1): 미래에셋證 '전문경영인 회장' 시대 열었다

•   서경: 경제학자들 "탄소감축 기술, 현실성 없다"

•   서경: "오미크론, 델타보다 금융시장에 미친 영향 커"

•   서경: 올해 서울 아파트 3만6,000가구 분양 밀려···입주한파 2024년까지 길어지나

•   조선: 원전 대신 비싼 LNG 발전 늘려… 전력 도매가격 7년만에 최고

•   조선: 물량 쏟아지자… 세종시, 5년 만에 첫 미분양

•   조선: 중소기업 14%만 “탄소중립 대응 계획”

•   조선: 폰 만들던 회사는 전기차, 車 만들던 회사는 폰 만든다

•   조선: 개미들 보유 주식... 삼성전자·셀트리온 이어 테슬라가 3위

•   조선비즈: 김동연 “구태 악습 양당구조 깨겠다…아래로부터의 반란”

•   조선비즈: ‘위드코로나→오미크론 불안 차단’…내년 ‘경제정책방향’도 위기 대응 모드

•   중앙(P1): 한달 사망 1000명 넘고, 병상 대기 1000명 육박

•   중앙: 셔먼, 종전선언 대신 종전성명 표현…미국의 선긋기?

•   중앙: 30대 그룹 임원, X세대가 절반 육박…네·카는 90% 넘어

•   동아(P1): [단독]방역당국 “오미크론 확진자와 마스크 쓰고 1분 대면했는데 감염”

※   5차감염까지 간 오미크론… 하루새 확진 12명→24명

•   동아(P1): [단독]삼성전자 대표이사 3명 전원 교체할 듯

•   동아: 코로나 인력난인데… 외국인근로자 채용 막는 고용허가제

•   문화(P1): 기업 총자산 中 9.4%·美 4.4% 늘어날 때 韓 1%에 그쳐

•   문화: 원자재 대란에 67兆 손실… 재료·물류비 부담 겹쳐 ‘직격탄’

•   문화: 중국發 공급망 리스크 갈수록 커져… 배터리·반도체·철강업 ‘전전긍긍’

•   문화: 오미크론 확산·대선 불확실성에… “내년 상반기까지 최악 대비 버텨야”

•   문화: 전세계 ‘기후 대응’ 물결에… 에너지 기업들 자산가치 급락 ‘암운’

•   문화: 내년 업무계획 보고 시즌…‘5개월 시한부’ 운명에 官街 고심

•   한국(P1): [단독] 한 달 전 행정명령 '수도권 준중증 병상 400개' 절반도 못 구했다

•   한국: 삼성전자, LG 손잡고 OLED TV 만드나… 커지는 '밀월설'

•   국민(P1): [단독] 與, 상속주택·종중산 종부세 유예 검토

•   국민: 일상까지 파고 든 ‘메타버스’ 열풍… 대세인가 거품인가

•   서울: “프로젝트 실무 보고 뽑자” IT기업 ‘신개념 공채’ 바람

•   경향(P1): 영구처분장 논의는 30년째 제자리…대선 계기 ‘핵폐기장’ 떠민 정치권

•   머니투데이(P1): 젊어지는 대기업, 비결은 '기업 벤처링'

•   헤럴드경제(P1): 4중고 ‘불확실성’ 증폭...한국경제 ‘빨간불’

•   파이낸셜뉴스(P1): 창업공화국 한국… 70%는 5년 못버틴다

•   파이낸셜뉴스(P1): 해외증시 상승에 베팅... 박스피 떠나는 개미들 [2022년 서학개미 투자 전략]

•   파이낸셜뉴스(P1): 몸값 오른 오피스텔… 3.3㎡ 1억에도 완판

•   파이낸셜뉴스: "초과근무 저축했다 쓰는 근로시간계좌제 필요"

•   파이낸셜뉴스: 3분기 최다 판매폰은 '갤플립3', 삼성 국내 스마트폰 점유율 85%

•   아시아경제(P1): 코로나 이긴 무역·수출…올해 모두 '사상 최대'

•   아시아경제: 석탄발전 줄인다면서…인력은 2030년까지 5.1% 늘려

•   디지털타임스(P1): [기획] 대선 정책전 불붙는다… 1호는 `소상공인`

•   이데일리(P1): 종부세 작년보다 500배 ‘이게 실화?’..임대사업자 불만 폭발

•   이데일리(P1): 국내선 곱버스, 미국선 3배 레버리지…베팅 나선 개미

•   이데일리: '오미크론 어찌할꼬'…2년 만의 오프라인 CES ‘찬물’

•   이데일리: "ESG 중 S 주목…내년 중대재해법 시행, 기업가치 증명해야"

•   연합: 오후 9시까지 전국서 3천558명 확진…7일 4천명대 초반 예상

•   연합: 경총, 주한중국대사 초청 간담회…"한국 기업 지원방안 논의"

•   연합: "석탄발전 감축…2034년 발전부문 세수, 2020년보다 최대 28%↓"

•   연합: "3%룰 폐지하고 포이즌필 허용해야"…전경련, 모범회사법 제안

•   뉴시스: 하이투자證 "두산, 구조조정 마무리에 불확실성 해소…목표가↑"

•   에너지경제: 文정부 신재생E 확대 민낯…발전량 대폭 늘렸어도 발전비중은 되레 줄어

•   에너지경제: 미국·캐나다·일본 등 세계 각국 탄소중립 목표 달성 위해 원전 지원 나선다

•   에너지데일리: 수소산업 혁신생태계 형성 기반 ‘수소법’ 개정 통과 시급

•   전자신문(P1): 5G 특화망 장비, 삼성·에릭슨·노키아 '3파전'

•   전자신문: [스페셜리포트]2022년 메모리, 서버·모바일 성장에 '장미빛'

•   전자신문: [스페셜리포트]뒤바뀌는 전망치, '시장이 시장 불확실성 키운다'

•   전자신문: [르포]'수소도시' 울산 가보니…에너지부터 수송까지 곳곳에 스며든 수소경제

•   전자신문: 현대차 노조 '강성 후보' 맞대결…노사관계 가시밭길 예고

[Opinions]

•   Project Syndicate(Joseph S. Nye, Jr.): What Really Matters in the Sino-American Competition?

•   Project Syndicate(J. Bradford DeLong): The Great Labor Market Shakeup

•   Project Syndicate(Justin Yifu Lin, Yan Wang): Development Begins at Home

•   FT(Editorial Board): A fateful call between US and Russian leaders

•   FT(Ruchir Sharma): China is faltering, but the world is not feeling the effects

•   FT(Gideon Rachman): Why Vladimir Putin has Ukraine in his sights

•   FT(Robert Armstrong): Economic growth is killing the market

•   FT(Bruce Mizrach): Stablecoin risks spur case for central bank digital currency

•   FT(Nick Butler): Solution to wasted energy lies in improved distribution

•   WSJ(Marc Siegel): Omicron: Keep Calm and Carry On

•   WP(Karen Tumulty): Tune out those 2024 presidential race predictions

•   WP(Daniel W. Drezner): Why is Russia acting like it will invade Ukraine?

•   Bloomberg(Daniel Moss): China’s RRR Cut Signals Its Growth Worries Trump Inflation Fears

•   Bloomberg(John Authers): The Economic Data Is a Rorschach Test, But Markets Look Ready for Implosion

•   Bloomberg(Liam Denning): Manchin’s Climate Catchphrase Is Complete Nonsense

•   Bloomberg(Gary Shilling): The Cost of Cutting Carbon Is Sure to Shock Investors

•   Bloomberg(Lionel Laurent): Will Valerie Pecresse Give France Its Own Angela Merkel or Margaret Thatcher?

•   Bloomberg(Clara Ferreira Marques): China’s Africa Policy Is Evolving. Can the West Follow?

•   Fox News(John Katko): China is using our own technology against us – this is how we fight back

•   서울(박호정): 탄소중립에 거시경제 정책이 필요하다