Joker's Google Blog: Business Intelligence Monitor 211209

※ “I made very clear if in fact he invades Ukraine, there will be severe consequences, severe consequences, economic consequences like ones he’s never seen,”

• WP: The right’s rationalization of Putin colors the Russia-Ukraine tension

• WP: Biden’s summit: What’s democracy got to do with it?

• FT: Olaf Scholz elected German chancellor by Bundestag

• FT: The challenges facing Olaf Scholz’s new German government

• FT: Stimulus programmes in spotlight as inflation and Omicron top the agenda

• FT: How ready is the EU for more sanctions on Russia?

• FT: Germany eyes Nord Stream 2 sanctions if Russia invades Ukraine

• FT: Italy’s dilemma as Draghi emerges as frontrunner for presidency

• FT: ECB executive Schnabel warns that QE is inflating asset prices

• FT: Johnson moves to Plan B to control Omicron spread amid MPs’ anger

※ Return to working from home and mask mandates as PM apologises after aides caught joking about lockdown parties

• FT: Johnson bets on a ‘dead cat’ strategy to get him out of trouble

• FT: England’s new Covid restrictions: what are they and what is the reaction?

• FT: UK businesses warn of ‘body blow’ from new Covid curbs

• FT: UK threatens to impose tariffs on more US goods in dispute over steel duties

• FT: Betting on democracy: Biden’s big idea for US foreign policy

• FT: The US is using trade to reinforce foreign policy goals

• FT: US overtakes EU as biggest financial services export market for Britain

• FT: US oil executives reject Biden officials’ criticism over tight supply

• FT: China to tighten rules for tech companies seeking foreign funding

• FT: Australia joins US in diplomatic boycott of Beijing Winter Olympics

• FT: Apple reaches quiet truce over iPhone privacy changes

• Bloomberg: Omicron Variant: Scientists Discover Version Harder to Detect

※ Australia’s Queensland state has found a new omicron lineage in a traveler who arrived from South Africa, health authorities said Wednesday.

• Bloomberg: Supply Chain Latest: U.S. Congress is Taking Aim at Shipping Carriers

• Bloomberg: ECB’s Kazaks Sets High Bar for Omicron-Driven Extra Stimulus

• Bloomberg: ECB May Need More Clarity to Take Next Policy Steps, Rehn Says

• Bloomberg: Omicron Variant: Denmark to Close Bars, Clubs, Schools Early on Spread

• Bloomberg: Austrian Regions Turn to Patchwork Virus Policy After Lockdown

• Bloomberg: Finland Nuclear Reactor Ready to Start Production Following Power Price Surge

• Bloomberg: Covid Spreads Faster in South Africa in November, Reproductive Number Doubles

• Bloomberg: Canada Joins U.S., U.K. in Diplomatic Boycott of 2022 Beijing Olympic Games

• Bloomberg: China’s Factory Inflation Seen Easing From Peak in November

• Bloomberg: China’s Invasion on Taiwan Would Be Huge Gamble for Xi Jinping. Why?

• Bloomberg: Emerging Markets’ Pandemic-Fueled Debt Party Is Coming to An End

• Bloomberg: Evergrande Crisis No Lehman Moment With China Markets Unmoved

• Bloomberg: Kaisa Moves Closer to Discussing Financing With Chinese Developer's Bondholders

• Bloomberg: BofA Says S&P 500 Real Earnings Yield Is at Lowest Since 1947

• Bloomberg: Chip Shortage: Delivery Wait Times Grow Again in Setback for Industries

• Reuters: JPMorgan says 2022 to see full global recovery

※ "strong cyclical recovery, a return of global mobility, and a release of pent-up demand from consumers."

• Reuters: Putin says Russia will follow up fast after Ukraine call with Biden

• Reuters: U.S. FDA authorizes use of AstraZeneca COVID-19 antibody cocktail

• Reuters: EU expects Europe plants to produce 3.6 billion COVID shots in 2022

• Reuters: Euro zone inflation will take longer to fall back to 2%, says ECB

• Reuters: Iran nuclear talks to resume on Thursday, EU says

• Reuters: OPEC official hits at 'misguided' efforts to pare oil and gas

• Reuters: Apple's iPhone 13 production fell 20% in Sept-Oct - Nikkei

• Reuters: Analysis: Wall St hits reset after market 'froth' but Fed fears loom

• AP: COVID cases spike even as US reaches vaccine milestone

※ New cases in the U.S. climbed from an average of nearly 95,000 a day on Nov. 22 to almost 119,000 a day this week, and hospitalizations are up 25% from a month ago.

• AP: The AP Interview: CDC chief says omicron mostly mild so far

• CNBC: WHO says omicron variant could change the course of the Covid pandemic

※ Preliminary evidence from South Africa may suggest that omicron may be milder than the delta strain, but WHO officials said it is “too early to conclude” that fact.

• CNBC: Dr. Scott Gottlieb: Omicron may extend pandemic, still sees 'transition year' ahead

• CNBC: Powell’s fourth major shift raises questions about the Fed’s policy credibility

• CNBC: JPMorgan's Kolanovic, who called the market's pandemic comeback, is out with his 2022 outlook

• MarketWatch: America’s new export problem: 12.1 million shipping containers left biggest U.S. ports empty

• SCMP: China says Covid-19 vaccines for Africa is ‘top priority’

• SCMP: China ‘can’t avoid’ tough negotiations on SOEs, subsidies at WTO, trade ambassador says

• SCMP: China food security: GM soybean, corn commercial planting a step closer after ‘rapid introduction’ of draft

• SCMP: Why are Australian firms still doing business with China? Partly to fight climate change, says ACRI report

• Global Times: EU statement aids Lithuania in challenging one-China principle: experts

• Nikkei Asia: Japan to deny tax credits to companies that fail to raise pay

• Nikkei Asia: Faltering capital spending saps Japan's economic growth

• Nikkei Asia: Apple and Tesla supplier Delta ramps up EV investment