[Markets]
※ Shares, oil rally as Omicron worries ebb
※ Chinese stimulus spurs gains in Chinese tech
※ Investors await U.S. CPI data on Friday
[Indicators]
• US Oct. Consumer credit: U.S. consumer credit up $16.9 billion in October, after $27.8 billion in prior month
• US Oct. Balance of trade: U.S. Boosted Oil and Food Exports in October, as the Trade Deficit Narrowed
• US Nov. Construction employment: Labor Shortage Squeezes Hiring: AGC
• US Nov. Dodge momentum index: Dodge Momentum Index Slips in November as Commercial Losses Offset Institutional Gains
• Eurozone Q3 GDP(final): Euro zone Q3 GDP growth confirmed at 2.2% q/q
• Germany Oct. Industrial production: German industry "not out of the woods" despite rise in output
• Germany Dec. ZEW economic sentiment: German Investor Confidence Deteriorates on New Virus Wave
• UK Nov. House prices: UK house prices rise at fastest pace in 15 years
• China Nov. Balance of trade: China’s Exports and Imports Hit New Records on Strong Demand
※ Imports jump more than 30% on energy and metals demand
• Japan Oct. Household spending: Japan Oct. household spending falls 0.6%, down for 3rd month
• 한국 2020년 일자리행정통계: 코로나 충격파, 소상공인·청년 일자리부터 덮쳤다
• 한국 10월 경상수지: 10월 경상수지 69.5억달러, 18개월 연속흑자…운송수지 역대최대
[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]
※ U.S. president reiterates his support for Ukraine’s sovereignty and territorial integrity
※ Proposed legislation would pave the way for Democrats to raise the limit in the Senate without Republican support
※ Shots should still help against severe disease with the variant on its way to dominate in Europe, scientists say
※ Property developer didn’t pay $82.5 million of interest payments originally due Nov. 6 on two sets of dollar bonds, say people familiar with the matter
※ Washington asks Berlin to back threat to gas pipeline to deter Putin from military action
• Guardian: Scientists find ‘stealth’ version of Omicron that may be harder to track | Coronavirus | The Guardian
※ Variant lacks feature that allows probable cases to be distinguished among positive PCR tests
※ Laboratory head Sigal advocates booster to combat variant
※ Event should not be a platform for politics, Zhao Lijian says
• Bloomberg: Iraq says our policy in OPEC is based on reservations about unjustified increase in production
※ Although more data is needed, early cases of Omicron seem to require fewer hospitalizations and patients are less likely to need oxygen
• CNBC: Omicron Covid variant has spread to more than 50 countries and 19 U.S. states, CDC director says
※ CDC Director Rochelle Walensky said researchers are still working to understand the severity of omicron, but the public health measures used for past variants should provide some protection.
• MarketWatch: After brief omicron scare, Dow is now poised for the best start to a December in 24 years. Here’s what history says happens next.
• Nikkei Asia: Japan to curb thermal power to spur production of renewables
• Nikkei Asia: Apple's nightmare before Christmas: Global supply chain crisis delays gift deliveries
• Equipment World: Electric heavy trucks: What are they good for in construction?
• 매경(P1): '냉혹한 현실' 본 이재용, 수뇌부 다 바꿨다
• 매경: "신사업 특명"…계열사 사장도 세대교체 인사
• 매경: 후속인사·조직개편 조만간 단행
• 매경(P1): [단독] 적자 늪에 빠진 한국전력 "신재생발전 10배 늘릴 것"
• 매경(P1): 예산처리 5일만에 또 추경 꺼내든 與
• 매경: G20 가계빚 줄이는데…한국만 나홀로 늘어
• 매경: 손경식 "안정적 국제 공급망 기업에 중요"
• 매경: 中 CATL, 세계 배터리시장 1위 질주
• 한경(P1): [단독] 서민 잡는 종부세 폭탄…'집이 사라진다'
• 서경(P1): 신용대출 금리 5% 중반···영끌·빚투 시대 끝났다
• 서경(P1): [단독] 재초환 부담에···압구정 재건축 '조합 해체' 초강수
• 조선(P1): 잔인한 12월… 확진 7000명 육박했다, 일주일새 40% 폭증
※ 오미크론 확진자가 나온 서울 소재 대학(경희대·서울대·한국외대)에는 비상이 걸렸다. 서울대에서는 이날 오미크론 의심 환자가 3명 더 나왔다.
• 조선: 엄마들은 걱정인데, 정부는 “맞으라”고만…
• 조선: 김동연 영입인재 1호는 ‘AI 대변인’
• 중앙(P1): 문 정부, 종전선언 ‘베이징올림픽 찬스’ 사라졌다
※ WID: World Inequality Report 2022
• 머니투데이(P1): "오미크론發 경기 경착륙 위기"…내년 예산 73% 상반기에 쏜다
※ KDI: KDI 경제동향 2021. 12
※ 기재부: 2022년 예산배정계획 확정
• 머니투데이: '탄소중립 치트키' 수소·암모니아 발전, 내년 첫발 뗀다
• 더벨: 배터리 소재업체, 중국 의존도 어떡하나
• 헤럴드경제: 두산 ‘미래와 성장’에 방점 찍는다
• 파이낸셜뉴스(P1): 韓 로봇 경쟁력'기술 융합'에 달렸다 [2021 미래 로봇 리더스 포럼]
• 파이낸셜뉴스: 현대차·기아 작년 판매량 넘었다
• 디지털타임스(P1): [뉴스분석] 수정자본주의냐, 신자유주의냐… 국힘, 난데없는 경제철학 충돌
• 디지털타임스: 5G 활용 메타버스에 눈뜬 이통사들
• 디지털타임스: "코로나 치료제, 변이와 상관없이 효과"
• 디지털타임스: 건설경기 호조에 철근 판매 훨훨… 건설업계는 울상
• 디지털타임스: 오미크론 공포에 정제마진 뚝 떨어졌다
• 이데일리(P1): 헝다 사태에 디디추싱 상폐까지…중국 주식 사도 되나요?
• 이데일리(P1): 코로나 피해시 내년 6월까지 가계대출 원금상환 유예
• 이데일리: '악당' 탄소, 배터리 소재부터 건축자재까지…본격 변신
• 이데일리: "삼성전자, 내년 실적 둔화에도 매력적인 이유는…"
• 에너지경제: 발전공기업, 일거리 줄어드는데 채용은 확대…MZ세대 조기 퇴사도
[Opinions]
• Project Syndicate(Anders Åslund): Putin's Last Gasp?
• Project Syndicate(Carisa Nietsche, Jeff Cirillo): Refining the Anti-Populist Playbook
• FT(Editorial Board): Shadow banks must come out of the shadows
• FT(Editorial Board): Deposed leader’s plight is a dark day for Myanmar
• FT(Chris Giles): Covid teaches us you can’t separate economics from epidemiology
• FT(Ben Hall): Russia lands Germany’s Scholz with his first foreign policy test
• FT(Robert Armstrong): Will China have to loosen policy?
• FT(Ashley Nunes): Electric vehicles don’t need gas, but the costs are racking up
• WSJ(Editorial Board): Xi Jinping Sails China’s Economy Into a Shoal
• WSJ(Walter Russell Mead): Biden’s Only Honorable Course on Ukraine and Russia
• WSJ(William A. Galston): The Fight for Ukraine From Putin’s View
• WSJ(David B. Rivkin Jr., Lee A. Casey): This Debt-Ceiling Crisis Threatens Democracy as Well as Solvency
• NYT(Farah Stockman): Biden’s Democracy Conference Is About Much More Than Democracy
• WP(Henry Olsen): Yes, the 2017 tax cuts helped working-class Americans. But conservatives should be honest about how.
• WP(Greg Sargent): Can Democrats sell Biden’s Build Back Better agenda? New ads test a different approach.
• WP(Daniel W. Drezner): So how is the global supply chain doing?
• WP(Teri Carter): My red state is already pretending covid is gone. Now here comes omicron.
• Bloomberg(Daniel Moss): Forward Guidance and Inflation Are Virtually Incompatible
• Bloomberg(Hal Brands): Putin Isn’t the Only Reason Biden’s ‘Pivot to Asia’ Is Doomed
• Bloomberg(Andreas Kluth): Industrial Robots Are a Boon But They Are Creating a Crisis of Masculinity
• Bloomberg(Michael Newman): Biden-Putin Video Summit: What Should Happen Next?
• Bloomberg(Kevin Muir): Stock Market: The Ugly Truth About Bubbles Is Everyone Loses
• MarketWatch(Mark Hulbert): U.S.-China rift puts U.S.-listed Chinese stocks against a great wall --- and investors will pay a price
• Fox News(Rebecca Grant): Biden, Putin summit: 4 things to know
• Fox News(Jim Risch): Biden's democracy summit already sending wrong signals to authoritarian regimes
• 한국(홍제우): 2050 탄소중립 선언, 그후 1년의 성과 [기후변화 설명서]
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