Business Intelligence Monitor 211213

(Introduction)

[Markets]

•   Global: Stocks rise as hot CPI data fails to unnerve investors

※   World stocks gain, S&P 500 at record closing high

※   U.S. CPI gains 6.8% year-over-year as expected

※   Market expects Fed bond tapering to end in March

•   Metals: Copper drifts lower after U.S. inflation data meets forecasts

•   Grains: U.S. wheat bounces from lowest in a month; corn weak, soybeans firm

•   한국: 코스피, 미국 물가지표 발표 앞두고 하락…3,010대 마감

•   한국: 두산그룹주 등락 갈려, 두산밥캣 4%대 내리고 두산중공업 오리콤 올라

[Indicators]

•   US Nov. CPI: U.S. Inflation Hit a 39-Year High in November

※   Consumer prices rose 0.8% in the month and 6.8% from a year ago

※   WSJ: Inflation’s Warm-Up Act

※   WSJ: Rising Inflation Keeps Pressure on Fed to Dial Back Stimulus Faster

※   WSJ: Inflation Surge Pushes U.S. Real Interest Rates Into More Deeply Negative Territory

•   US Nov. Fiscal account: Federal Budget Deficit Widened in November on Increased Spending

•   US Dec. Consumer sentiment: Consumer Sentiment in U.S. Rose in December From a Decade Low

•   US Weekly Rig count: U.S. drillers add oil and gas rigs for sixth time in seven weeks -Baker Hughes

•   UK Oct. GDP: UK economic growth slows sharply as supply chain problems bite

•   Japan Nov. PPI: Japan's wholesale prices rise 9.0% in Nov., sharpest rise on record

•   India Oct. Industrial production: Factory output grows 3.2 per cent in October

•   Brazil Nov. CPI: Brazil’s Inflation Likely Peaked After Hitting 18-Year High

•   한국 2021년 사회동향: 청년 절반 첫 일자리는 ‘1년 이하 계약직’

•   한국 11월 외국인 증권투자: 외국인 한 달 만에 다시 ‘사자’…지난달 2.5조원 넘게 순매수

•   한국 주간 아파트 수급동향(부동산원): "전세금 급등세 꺾였나"…서울 아파트 2년2개월만에 하락 신호탄

[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

[Calendars]

•   WSJ: Economy Week Ahead: Retail, Factories, Central Banks

•   FT: Policymakers feel the weight of Omicron

•   Bloomberg: Omicron Forces Central Bankers to Look Back at Crisis: Eco Week

[News]

•   WSJ: Covid-19 Cases Rise in Many States After Thanksgiving

※   As Christmas nears, officials hope vaccines help stem repeat of last winter’s deadly surge

•   WSJ: Omicron Covid-19 Cases in U.S. Mostly Mild So Far, CDC Data Show

※   Report on 43 patients, most of whom were fully vaccinated, adds to early picture of variant’s transmissibility, virulence

•   WSJ: Pfizer Booster Shots Are Effective Against Omicron Variant, Israeli Study Says

•   WSJ: How Sequencing Covid-19’s Viral Genome Helps Hunt for Variants

•   WSJ: The Big Vaccine Pivot: Merck Falters on Covid-19 Shots, Then Makes One for Rival J&J

•   WSJ: Biden Aims to Win Pivotal Democrat’s Support for $2 Trillion Spending Plan

•   WSJ: Janet Yellen Walks Political Tightrope to Deliver on Biden’s Climate Promises

•   WSJ: Inflation Hits Workers Already Worn Down by Covid-19

•   WSJ: G-7 Officials Warn of ‘Massive Consequences’ if Russia Invades Ukraine

※   The meeting in the U.K comes as concerns rise over the large scale military buildup by Russian forces on Ukraine’s border

※   U.S. Department of State: G7 Foreign Ministers’ Statement on Russia and Ukraine

•   WSJ: Omicron Disrupts Government Plans to Lure Migrant Workers as Labor Shortages Bite

•   WSJ: U.K. Provides Clues on How Omicron Could Play Out in the U.S.

•   WSJ: China Shifts Back to Emphasizing Economic Stability

※   Chinese leaders pledge to keep growth stable after government’s policies to rein in risks have triggered a sharp economic slowdown

•   WSJ: As China’s Economy Falters, the Rest of World Looks Resilient

•   WSJ: U.S.-China Frictions Undercut Efforts to Settle Global Trade Disputes

•   WSJ: Brazil Grapples With Old Nemesis Inflation Amid Pandemic

•   WSJ: Britain Increases Scrutiny of Foreign Takeovers as U.S. Deals Surge

•   WSJ: Iran Bets Its Economy Will Hold as It Takes Tough Stance on Nuclear Program

•   WSJ: Sky-High Vaccination Rates and Zero Taxes Make Dubai a Pandemic Boomtown

•   WSJ: China Pushes Back Against Yuan Rally

•   WSJ: Buybacks Hit Record After Pulling Back in 2020

•   WSJ: ETF Inflows Top $1 Trillion for First Time

•   WSJ: Chinese AI Company SenseTime Delays IPO as U.S. Imposes Investment Ban

•   WSJ: Chinese Chip Conglomerate Tsinghua Unigroup Secures State-Backed Investment

•   WSJ: Leaking Hull, Hazardous Cargo: Aboard a Stranded Ship No One Would Help

•   WSJ: GM Plans More Than $3 Billion for Electric-Vehicle Projects in Michigan

•   WSJ: Companies Upend Plans on Covid-19 Vaccines and Office Returns, Again

•   WSJ: The Best-Managed Companies of 2021—and How They Made It to the Top

•   NYT: U.S. and Others Pledge Export Controls Tied to Human Rights

※   A partnership with Australia, Denmark, Norway, Canada, France, the Netherlands and the United Kingdom aims to stem the flow of key technologies to authoritarian governments.

※   White House: Fact Sheet: Export Controls and Human Rights Initiative Launched at the Summit for Democracy

•   NYT: How’s the Economy? Biden Sees a Boom. Many Americans Don’t.

•   NYT: Vaccine Mandates Rekindle Fierce Debate Over Civil Liberties

•   NYT: C.D.C. vaccination data may overestimate first doses and underestimate boosters.

•   NYT: Tornadoes Tear Through South and Midwest, With at Least 70 Dead in Kentucky

•   NYT: ‘European Sovereignty’ on the Menu as Macron and Scholz Meet for Lunch

•   NYT: Russia-Ukraine Sea Encounter Highlights Jittery Nerves in the Region

•   NYT: Turkey’s President Follows His Own Advice Even as Economy Slips

•   NYT: Iran’s Nuclear Program Ignites New Tension Between U.S. and Israel

•   NYT: As Vaccines Trickle into Africa, Zambia’s Challenges Highlight Other Obstacles

•   NYT: Echoes of Trump at Zemmour’s Rally in France

•   NYT: Civilian Deaths Mounted as Secret Unit Pounded ISIS

•   WP: Inflation pinch challenges Biden agenda, but president says worst will soon pass

•   WP: The U.N.-led Covax vaccine initiative aimed to ship 2 billion doses. It won’t reach half that level.

•   WP: Warmer temperatures provided fuel to the quad-state tornadoes, scientists say

•   WP: Biden rallies the world to strengthen democracy as big challenges loom at home

•   WP: Taiwan loses another diplomatic partner as Nicaragua recognizes China

•   WP: How Russia views Ukraine — and why it should worry the West

•   WP: Omicron could become dominant in some European countries by next week, officials predict

•   WP: Gulf Arab states that opposed the Iran nuclear deal are now courting Iran

•   FT: Covid booster shots up to 75% effective against Omicron, UK study finds

•   FT: Johnson widens booster push as Omicron cases found in UK hospitals

•   FT: Ukraine: what does Vladimir Putin want?

•   FT: ‘Pawns on a chessboard’: Ukrainians look on as US and Russia decide their fate

•   FT: Russia demands Nato retract pledge to admit Ukraine and Georgia

•   FT: Ukraine blames Germany for ‘blocking’ Nato weapons supply

•   FT: Macron seeks March summit on EU fiscal rules

•   FT: EU to impose sanctions against Russian mercenary group Wagner

•   FT: Hungary avoids Poland-style legal battle with EU in migration case

•   FT: Record EU carbon price boosts clean fuel economics

•   FT: Greece to make push for ECB to keep buying its bonds

•   FT: Europe’s ski resorts hope to come in from the cold

•   FT: Boris Johnson under fire over ‘very dangerous’ approach to governing

•   FT: Tory backbenchers add to sense of crisis engulfing Johnson

•   FT: UK offers big concession over Northern Ireland trading relations

•   FT: UK ports on course for worst year since 1983

•   FT: Leading shipping lines divert vessels away from UK’s Felixstowe port

•   FT: Beijing derides Biden’s summit and insists China is a great democracy

•   FT: South Africa records fewer severe Covid cases in Omicron wave

•   FT: S African leader Cyril Ramaphosa tests positive for Covid

※   Country tackles one of the first waves of infections caused by Omicron variant

•   FT: China’s CPTPP application allays South Korea fears of joining accord

•   FT: Evergrande bondholders settle in for lengthy restructuring process

•   FT: Will the Fed speed up its ‘tapering’ of bond purchases?

•   FT: German carmakers condemn Biden’s electric-vehicle subsidy plans

•   FT: Oil chiefs find safe ground to sound off at World Petroleum Congress

•   FT: Scientists puzzle over Omicron’s origins as variant spreads

•   FT: Digital demand sets cloud computing on course for next stage

•   Guardian: Omicron could cause 75,000 deaths in England by end of April, say scientists

※   Peak of 2,400 daily hospital admissions is most optimistic scenario if England stays in plan B, say advisers

•   Bloomberg: Global Economy to Face Stagnation Risks in 2022, Nomura Says

•   Bloomberg: Vanishing Ships Underscore Supply Woe: Crisis Peak Is a Mirage

•   Bloomberg: Central Bank Divide: Gap Widens on Tackling Inflation, Growth

•   Bloomberg: Fed’s Worst Ever Call: `Transitory' Inflation, El-Erian Says

•   Bloomberg: Massive U.S. Debts Could ‘Trap’ Powell as Fed Fights Inflation

•   Bloomberg: Biden Halts Federal Aid to New Fossil Fuel Projects Overseas

•   Bloomberg: Europe Sees Early Signs Latest Virus Surge Is Leveling Off

•   Bloomberg: ECB’s Stimulus Exit Path Emerges With Inflation at Record Pace

•   Bloomberg: ECB’s Guindos Tests Positive for Covid Before Policy Meeting

•   Bloomberg: EU Energy Crunch Spurs Record Amount of Clean-Power Supply Deals

•   Bloomberg: France Unveils New Steps to Cap Power Bills Ahead of Election

•   Bloomberg: Xi’s New China Has Investors Moving From Luxury to Low-End Goods

•   Bloomberg: China Seen Adding Fiscal Stimulus After Setting 2022 Targets

•   Bloomberg: Denmark’s Omicron Surge Is a Warning to the Rest of World

•   Bloomberg: Saudi Arabia First Budget Surplus in Eight Years on Higher Oil Prices

•   Bloomberg: Iran Bases Next Year’s Budget on $60-a-Barrel Oil, Fars Says

•   Bloomberg: Japan’s Latest Move to Rejig Capitalism Focuses on Wages

•   Bloomberg: Japanese Firms Facing Strongest Cost Pressure Since 1980

•   Bloomberg: Taiwan’s Remaining Diplomatic Friends Make Up 0.2% of Global GDP

•   Bloomberg: TSMC in Early-Stage Contact With Germany About Potential Plant

•   Bloomberg: Fed Hikes Seen Starting With Yield Curve Flattest in Generation

•   Bloomberg: Stock-Market Bravado Tested as Bonds Flash Fed Policy Danger

•   Bloomberg: BofA Says Investors Are Most Bullish on Dollar Since 2015

•   Bloomberg: Bird Flu Is Raging, Adding to the Risks for Food Inflation

•   Bloomberg: China Wind Power Capacity Exceeds 300 Gigawatts: People’s Daily

•   Bloomberg: China’s Solar Giants Make a Bid to Dominate Hydrogen Power

•   Reuters: U.S. COVID-19 deaths reach 800,000 as Delta ravaged in 2021

•   Reuters: Fauci says three shots of COVID-19 vaccine is 'optimal care'

•   Reuters: Biden orders U.S. to stop financing new carbon-intense projects abroad

•   Reuters: Nord Stream 2 gas unlikely to flow if Russia renews Ukraine aggression, U.S. says

•   Reuters: Germany committed to Ukraine's gas transit role, says Scholz

•   Reuters: EU to wait till spring to decide when to reinstate borrowing limits- von der Leyen

•   Reuters: Taiwan confirms first cases of Omicron variant

•   Reuters: Russia can weather EU's planned carbon border tax, World Bank says

•   Reuters: Health costs during pandemic pushed over half a billion people into poverty

•   Reuters: OPEC+ to continue to restore oil supply to meet growing demand -Novak

•   Reuters: Explainer: What's at stake in France's presidential election campaign

•   Reuters: Analysis: Stagflation at hand? Inflation, check. Stagnant growth not so much

•   Reuters: Analysis: Fed's "hot" economy experiment offers historic bet on a soft landing from high prices

•   AP: EXPLAINER: Why US inflation is so high, and when it may ease

•   CNN: Jobs have never been so secure. Bosses have stopped firing people

•   CNN: Who's to blame for inflation? It's complicated

•   CNBC: Inflation could mean a big heating bill this winter. How to prepare

•   CNBC: Wharton’s Jeremy Siegel says Fed rate hikes will be good for stocks next year, but maybe not in 2023

•   CNBC: Energy stocks lag in past month, but traders bet on return to strength

•   CNBC: Own everything but bubble assets tech, crypto: investor Rich Bernstein

•   CNBC: Bitcoin network hashrate hits all-time high after China crypto ban

•   CNBC: Why Bill Gates invested in this tiny start-up that helps turn lithium into batteries

•   SCMP: Coronavirus: BioNTech vaccine could be much less effective against Omicron, Hong Kong research team finds

•   SCMP: China’s investment in diplomacy falls, as its global ambitions rise

•   SCMP: UK, China agree to resume annual economic dialogue in same week London confirms Winter Olympic boycott

•   SCMP: China urged to ease economic policy, cut exposure to US assets ahead of impending Fed rate hike

•   SCMP: China marks 20 years at the WTO, with a wary eye on rising costs and Western tensions

•   SCMP: China must beware ‘grey rhino’ of primary commodities shortage, top policymaker warns

•   SCMP: Show us the numbers on China’s economic risks, former finance minister says

•   SCMP: South Korea urged to rethink China trade strategy amid intensifying competition

•   SCMP: China builds undersea cable bases amid digital infrastructure rivalry

•   SCMP: India-Russia ties: why Putin-Modi arms deals are a problem for both China and the United States

•   SCMP: China in Africa: no more hard cash as debt-hit nations battle Covid-19 disruptions

•   Global Times: China confident in curbing Omicron as vaccine firms sprint for breakthroughs

•   Global Times: GT Investigates: Western-style ‘democracy’ losing luster, with China’s political system performing better than US’ in the eyes of the nation’s youth

•   Nikkei Asia: Japan unlikely to send cabinet members to Beijing Olympics

•   Nikkei Asia: Genetic factor may soften COVID blow for Japanese: study

•   Nikkei Asia: Japan confirms 8 more omicron cases, pushing total to 12

•   Nikkei Asia: Panasonic pares TV business to bone with TCL outsourcing

•   Mainichi: Analysts skeptical about effect of Japan tax breaks on pay hikes

•   Mainichi: No major recovery for Japan's year-end party season amid omicron fears, behavioral shifts

•   Economic Times: India to be among a few economies to rebound strongly; impact of Omicron to be less severe: Finance ministry report

•   Economic Times: Economists fear India's recovery may be plateauing

•   Economic Times: India’s recovery projected to be higher than other BRICS nations

•   Economic Times: Growth cycle not durable, will peak in first-half of 2022: Nomura

•   Power Engineering: Small Modular Reactor Market Size to grow 15% by 2030 - Power Engineering

•   OilPrice.com: Russia Says OPEC+ Deal Brings Investment Back To Oil Industry

•   OilPrice.com: Saudi Arabia Will Supply Full Volumes To Asia

•   MINING.com: Li-ion battery recycling may not take off before 2030 — report

•   MINING.com: Iron ore price steady while high inventory dampens 2022 outlook

•   매경(P1): '58년 개띠'가 진짜 큰손…패션 음식 웰빙 안 아끼고 쓴다

•   매경: "부모님 용돈걱정 없겠네"…60대 가구주 월평균 소득 352만원

•   매경: 역사상 가장 가난한 세대…MZ 집중조명 받지만 현실은 쥐꼬리 월급

•   매경: 심상찮은 설 물가…간장·된장까지, 안오르는게 없다

•   매경: 李 "탈탄소 경제가 성장동력" 尹 "합의안된 탈원전 정책 폐기"

•   매경: "캐시백 10만원 받을줄 알았는데…통장보고 화들짝 놀랐다"

•   매경: 공급망 개선 기대…내년 반도체株 봄 오나

•   매경: 경기도 광명도 3억 빠졌다…수도권도 집값 하락 확산

•   매경: 수학의 꽃 '증명'…AI가 함께 검증 [Science]

•   매경: 바둑 정복한 '구글 딥마인드' 수학에도 도전장 [Science]

•   매경(P1): 다급해진 李 "다주택자 양도세 중과 한시 유예"

•   매경: 대선 위기감 커진 민주당…"공시가 현실화 유보 검토"

•   매경: "공시가 속도조절 시장영향 없어"…"현실화율 90% 자체가 큰 문제"

•   매경: 민주당 부동산 세금폭탄 밀어부치더니…대선 앞두고 주춤

•   매경: '다주택 양도세 중과 유예' 시도 이어 또…與변심에 정부 당혹

•   매경: "집값 겨우 안정세인데…정부 원칙 흔들어 난감"

•   매경(P1): [단독] 취직하느니 배민 뛴다…배달파트너 등록, 올들어 2배로

•   매경: "AI 기술 발달이 초단기 일자리시장 키워"

•   매경(P1): "기름 넣으러 원정갈판" 주유소 올해 239곳, 친환경 때문에 문닫았다

•   매경: "도둑과 잡을 사람이 한패"…올해의 사자성어에 '묘서동처'

•   매경: 금리상승 불보듯 뻔한데…국채 더 찍자는 與

•   매경: EU의 몽니…현대重·대우조선 합병 제동

•   매경: "금리 올라도 집값에 미치는 영향력 5% 안팎"

•   매경: "미리 대출 받아야하나"…내년 은행문 더 좁아진다

•   매경: 정부 내년 전기·가스요금 동결 예고

•   매경: [공기업 미래경영] 2050 탄소중립 시대, ESG 함께라면 두렵지 않아

•   한경(P1): 2023년 '대기업 新재생 발전' 의무화

※   산업부: “기업과 함께, 탄소중립을 통한 新르네상스 열어간다”

※   산업부: (설명자료)분산에너지 설치의무화 제도의 구체적인 대상·규모 등은 향후 충분한 숙의를 거쳐 마련할 예정이며, 의무발전원도 신재생에너지에만 한정되는 것은 아님(12.11일자 한국경제 등 「2023년 ‘대기업 新재생발전’ 의무화」 보도에 대한 설명)

•   한경: 온실가스 줄인 기업에 우대금리…35조 지원

•   한경: 현대차·효성 등 11곳, 탄소중립에 33조 투자

•   한경(P1): 삼성전자 무선사업부 새이름 'MX'

•   한경: 조직·이름까지 바꿔 '뉴삼성 DNA' 심는다

•   한경(P1): '철강 꼬리표' 떼는 포스코…21년 만에 지주사 전환

•   한경: 최대주주인 국민연금, 이번엔 찬성표 던질까

•   한경: [오늘의 한경 글로벌마켓] 블랙록 "내년엔 금융·에너지株 주목"

•   한경: 가계대출 증가액 115조→87조로 조인다

•   한경: 꽁꽁 언 내수株…"역대급 저평가 종목 속출"

•   한경: CS "내년 코스피 3400 간다…IT·자동차 관심을"

•   한경(P1): 현대차도 쇄신 인사…R&D·디자인 수장 교체

•   한경(P1): "미국 주식 더 달린다"…월가 '빅3'가 뽑은 내년 유망주는?

•   한경(P1): 한우 사육두수 최다…가격폭락 '경고등'

•   한경: "글로벌 기업도 코인 발행 러시…다양한 가상자산 공존할 것"

•   한경: 올 두배 오른 탄소배출권, 내년 더 뜨거워진다

•   한경: 트램·굴착기 이어 항공기까지…'수소 모빌리티'에 꽂힌 기업들

•   한경: "전세→월세 돌려 임대소득 늘리려다…" 다주택자들 '경고'

•   한경: 공급망 경쟁력 높인 LG전자, 전장 시장서 존재감 커졌다

•   한경: 수출입 기업 91%…"내년에도 물류비 부담 지속"

•   서경(P1): [단독] 대학 계약학과 열풍···이번엔 高大·삼성 '6G학과'

•   서경(P1): 美 '亞 공급망'까지 새판···中 포위망 더 좁힌다

•   서경: 美, 인도태평양 우방들과 '中 제재' 스크럼···韓 통상전략 새로 짜야

•   서경: 정부, 13일 대외경제장관회의···CPTPP 가입 선언할 듯

•   서경: 美, 中 배제한 새 경제협정 공식화···"韓, 美 보조 맞추는게 현실적"

•   서경: 50조→100조...대책없이 공수표 남발하는 여야

•   서경: 홍남기 “한국경제, 저성장·인구·기후·양극화 4개 위기 직면”

•   서경: '용두사미'된 반도체특별법···예비타당성 조사 간소화 무위로

•   서경: 삼성경제연구소, 사장 1명 승진···연말 ‘삼성글로벌리서치’로 사명 변경

•   서경(P1): 뉴삼성의 신수종 완결판은 '스마트 X'

•   서경: 시·바·스'로 3대 성장축 퍼즐 맞춰···삼성發 '플랫폼 혁신' 온다

•   서경: 오일머니 만난 삼성, 스마트시티 일군다

•   서경: 강력한 메시지···과감한 결단···달라진 이재용

•   서경: 이재명표 '노동이사제' 강행···공기업서도 "비위만 키울 우려"

•   서경: 가구당 여윳돈 310만원이라는데···車 살까, 주식 투자 할까

•   서경: 올해 4% 성장 어렵다는 LG硏 “내년 하반기부터 경기 하향”

•   서경: 포스코인터, 濠천연가스사 인수...글로벌 그린에너지 영토 넓힌다

•   서경: 중소기업 10곳 중 8곳 내년 경영전망도 '흐림'

•   서경: LG이노텍 등 6곳, 첫 영업익 '1조 클럽' 시대 연다

•   서경: '4주택 이상' 보유한 가구, 5년 만에 줄었다

•   서경: 대출 조였더니···서울 6억 이하 아파트 거래 비중만 줄었다

•   조선(P1): 文대통령, 민주주의 정상회의서 “가짜뉴스가 백신 접종 방해”

•   조선(P1): 위원회 공화국… 文정부서 年 1000개씩 급증

•   조선: 쌍용·GM 부품사 “하루하루가 살얼음판”… 빚내 신차부품 개발

•   조선: ‘중견 3社’의 또다른 고민… 무공해차 의무 판매

•   조선비즈: 이재명, 또 기재부 비판 “맨날 ‘돈, 돈’ 한다”

•   조선비즈: 컨테이너선 운임, 최고치 또 경신… 오미크론·항만 병목현상 여파

•   조선비즈: 삼성도 애플도 AR・XR에 관심 갖는 이유는?…2030년 메타버스 시장 1800兆 규모로 성장

•   조선비즈: SK온, 볼보 전기차에 배터리 공급… 포드의 유럽 물량도 공략

•   중앙(P1): 공채의 종말…사회 초년생 일자리 증발, 공시 몰리고 인재 유출 우려

•   중앙: 10대 그룹 중 7곳 정기 공채 중단, 수시로 뽑는다지만…청년 일자리 상반기 10만개 줄어

•   중앙: 삼성, 5대 그룹 중 유일하게 공채 유지…문은 열되 전형은 까다로운 ‘고시’

•   중앙: 공무원·공공기관 공채로 몰려…20대 취준생 10명 중 3명이 ‘공시생’

•   중앙: AI 행원 늘리는 은행, 수천명 뽑던 공채 1년 새 반토막

•   중앙: “양자컴퓨터 일반화되면 암호화폐 무력화될 수 있다”

•   중앙: 국내 수소특허, 중국 5분의 1 수준 “수소경제 로드맵 이행 턱없이 미달”

※   전경련: 수소경제 생태계 현황과 정책방향

•   동아(P1): [단독]정부 “확산세 악화땐 내주 특단조치”

•   동아: 중환자 급증에 부스터샷 간격 3개월로 단축… 13일부터 예약

•   동아(P1): 6주새 사망자 4.8배… 위중증 2.5배로 늘어

•   동아: 수도권 중증병상 가동률 87%… “위중증 900명 넘으면 특단조치”

※   12일 0시 기준 국내 오미크론 변이 감염자는 90명

•   동아: 오늘부터 방역패스… “스마트폰 두고 와서” 안 통한다

•   동아(P1): 바이든정부 첫 대북제재… 리영길 국방상 지목 “反인권 행위”

•   동아: “美中 갈등 상황서 한국 종전선언 추진… 中의 對韓 영향력 커져”

•   문화(P1): 내년 ‘최저임금’은?… 누가 대통령 돼도 ‘인상’ 기조

•   한국(P1): 서울 확진자, 병상 찾아 370km 떨어진 울산병원까지 갔다

•   한국(P1): 중동 한 복판을 뚫은 K중소기업들... 수소·전기차·바이오, '파격 대우' 받았다

•   국민: 요즘 뜨는 ‘뱅가드 펀드’, 그 뒤엔 ‘CRSP 지수’가 있다

•   국민: [관가뒷담] 기재부의 ‘닮상’ 인기투표… 탐탁잖은 ‘톱3’

•   경향: 이번엔 ‘중국 경제 포위망’…동맹국 압박나선 바이든 정부

•   머니투데이(P1): "넵!" 대신 "왜?" 한국 기업 충격요법…"선배도, 공채 우대도 폐지"

•   머니투데이: 82년생 CEO, 청바지 입은 금융맨...보수적인 금융회사가 달라졌다

•   머니투데이: '30대 상무, 40대 부사장'…MZ세대 "부장님은 부장님일 뿐"

•   머니투데이: 원가 오르는데 보조금 깎이는 전기차…'소비자 떠날라' 업계 전전긍긍

•   머니투데이: "15억 집 팔고 다시 15억 집으로 이사? 매월 65만원 더 내야합니다"

•   헤럴드경제(P1): 중국 웃고, 美·유럽은 울었다 [헤럴드 뷰]

•   헤럴드경제: 자유무역 체제의 상징 WTO…G2 패권경쟁에 ‘헛바퀴’ [헤럴드 뷰-中 WTO 가입 20년 명암]

•   헤럴드경제: “中 믿지 마라” 美싱크탱크, CPTPP 회원국에 경고 [헤럴드 뷰-中 WTO 가입 20년 명암]

•   헤럴드경제: 현대차 ‘노무총괄’ 작심 발언 “전기차 전환, 인력 감축 불가피”

•   헤럴드경제: 현정부들어 ‘올 패싱’ 전경련 회비 6분의 1로 급감

•   헤럴드경제: 한국, 다자 FTA 발효 때마다 늦장 왜?

•   파이낸셜뉴스(P1): 소비도 투자도 급랭… 내년초 ‘O의 충격’ 온다 [코로나 확산에 '돈풀기' 갈등]

•   파이낸셜뉴스(P1): 포스코, 전고체 배터리 소재 합작사 만든다

•   파이낸셜뉴스: 반도체 배송기간 ‘역대 최장’… 1년 밀린 전기차 더 늦게 받나 [코로나 확산 속 반도체 공급난 심화]

•   파이낸셜뉴스: "D램 가격, 내년 1분기 최저치 찍어... 반등 시점, 재고 소진 속도가 관건"

•   파이낸셜뉴스: 폴더블 승기 잡은 삼성… '글로벌 초격차' 더 벌린다

•   아시아경제: 명품 '보복소비'에 … '연매출 1조' 백화점 일년새 2배로

•   아시아경제: 후보들 재계 방문도 제각각…디테일한 李, 크게 도는 尹

•   아시아경제: 文대통령 12일 호주 국빈방문

•   아시아경제: 올해 펀드 시장 두자릿수 성장 '800조 기웃'…내년에도 폭발 성장

•   디지털타임스(P1): 갈피 못잡는 산은… 기업결합·구조조정 난항

•   디지털타임스: "한국 수출입 일부 품목·국가 집중 대외 리스크에 취약"

•   디지털타임스: 기업들 지배구조 바꾸고 신사업 `올인`… 주가회복이 숙제

•   이데일리(P1): 내년 자동차값 오른다…휴대폰·TV 등도 줄인상 예고

•   이데일리: 내년 집값 폭락할까요?…부동산전문가 6인의 대답은

•   이데일리: 로버트 카플란 단독 인터뷰…"미·중 사이 낀 한국, 쿼드 참여해야"

•   연합: 오후 9시까지 전국서 4천564명 확진…어제보다 917명 적어

•   뉴시스: 국토부, 형식위반 건설기계 2200여대 시정조치

•   e대한경제: 역대급 수출 호황에도 웃지 못하는 이유는…오미크론·공급대란·원자재값 ‘3중고’

•   더구루: [단독] 두산밥캣, 캐나다 이커머스 플랫폼 '밥캣파츠닷컴' 진출

•   글로벌이코노믹: [단독] 삼성전자, IBM과 함께 성능 2배 칩 개발

•   에너지경제: 에너지 공기업, 새해 경영 먹구름…변수 많아 사업계획 ‘막막’

•   에너지경제: 박기영 차관 "2050년 재생에너지 70% 청정수소 60%로 확대…공정한 에너지 전환으로 탄소중립 달성"

•   에너지데일리: IEA "한국, 탄소중립하려면 낙후된 전력시장 반드시 개선해야 한다”

•   에너지데일리: “탄소 배출 감축 수소 비용, 극동아시아 지역이 가장 높다”

•   에너지데일리: “에너지 다소비 국가 한국, 탄소중립 ‘에너지효율’에 달렸다”

•   로봇신문: '스위스-마일', 바퀴 달린 4족 로봇 개발...자동차, 휴머노이드로 변신 가능

[Opinions]

•   Project Syndicate(Jörg Haas, Lili Fuhr): Managing Energy Crises in an Age of Climate Disruption

•   Project Syndicate(Andrés Constantin): Stopping the For-Profit Pandemic

•   Project Syndicate(Dani Rodrik,): A Better Deal for the World's Workers

•   Project Syndicate(Yu Yongding): The Decoupling Prophecy

•   Project Syndicate(Chris Patten): Boris Johnson and the Virtue of Accountability

•   Project Syndicate(Shang-Jin Wei): Misreading China's WTO Record Hurts Global Trade

•   FT(Editorial Board): America needs to lead by example on democracy

•   FT(Editorial Board): A crisis of trust in Britain’s prime minister

•   FT(John Dizard): US may draw the line at cutting off Russia from Swift

•   FT(Anjana Ahuja): The Omicron paradox is starting to reveal itself

•   FT(Alan Beattie): Biden’s trade policy is crafted with political rewards in mind

•   WSJ(Editorial Board): The Stealth Gas-Heating Tax

•   WSJ(Editorial Board): Biden’s Federal Vaccine Mandate Wipeout

•   WSJ(Editorial Board): Joe Manchin’s Inflation Vindication

•   WSJ(Editorial Board): Iran’s Increasingly Short Path to a Bomb

•   WSJ(Holman W. Jenkins, Jr.): The U.S. Sanctions Everybody but Putin

•   WSJ(Andy Kessler): Old Wisdom for Today’s Markets

•   WSJ(Mary Anastasia O’Grady): Chile’s High-Stakes Election

•   WSJ(Sadanand Dhume): At the Democracy Summit, Biden Bungles Again

•   WSJ(Kevin Warsh): The Fed Is the Main Inflation Culprit

•   WSJ(Christopher A. Hartwell): Invading Ukraine Is a Trap for Vladimir Putin

•   NYT(Mark Zandi): Relax. Omicron Isn’t Going to Take Down the Economy.

•   NYT(Paul Krugman): How Is the U.S. Economy Doing?

•   NYT(Paul Krugman): The Inflation Suspense Goes On

•   NYT(Ben Bland): If the U.S. Is Serious About China Competition, It Needs Indonesia

•   NYT(Monica Gandhi, Leslie Bienen): Why Hospitalizations Are Now a Better Indicator of Covid’s Impact

•   NYT(Alexander Vindman): How the United States Can Break Putin’s Hold on Ukraine

•   NYT(Andrew Pekosz): Will the Coronavirus Evolve to Be Milder?

•   NYT(Jesse Bloom, Sarah Cobey): A Scientist’s Guide to Understanding Omicron

•   WP(Editorial Board): At a moment of peril, the world’s democracies needed Biden’s pep rally

•   WP(Editorial Board): Omicron’s arrival should be call to action to vaccinate, wear masks

•   WP(Henry Olsen): Inflation numbers are only going to get worse

•   WP(Jennifer Rubin): How Joe Biden can close the perception gap on the economy

•   WP(Paul Waldman): Republicans blame Biden for inflation. So what’s their plan?

•   WP(Greg Sargent): The damage done by Joe Manchin’s defense of the filibuster is likely to get much worse

•   Bloomberg(Mohamed A. El-Erian): Fed Meeting: Central Bank Needs to Go Beyond Doubling Its Taper Rate

•   Bloomberg(Brian Chappatta): November CPI: If This Is Peak Inflation, What’s the Path to 2%?

•   Bloomberg(John Authers): Inflation Numbers Grab Spotlight From Payrolls in Biggest Shift in Decades

•   Bloomberg(Robert Burgess): U.S. Household Net Worth Offers Cushion Against Elevated Inflation

•   Bloomberg(Julian Lee): OPEC Should Sit Tight While Assessing Impact of Omicron, Emergency Stockpiles

•   Bloomberg(Brooke Sutherland): Industrial Strength: 2021 Was Year of Supply Chains. Get Ready for Sequel

•   Bloomberg(Gary Shilling): Holiday Shopping: Rising Inventories Are Not a Bullish Indicator

•   Bloomberg(James Stavridis): Biden and Europe Can Keep Putin's Russia From Invading Ukraine

•   Bloomberg(Pankaj Mishra): Biden Democracy Summit Missed Real Enemy of Democracy: Nationalism

•   Bloomberg(Lara Williams): Omicron Looms Over Holidays and Boris Johnson's Government

•   CNN(Mark Wolfe): Build Back Better is our best chance to help low-income Americans deal with rising inflation

•   MarketWatch(Rex Nutting): Inflation is running rampant in the U.S. — here’s where it is, and isn’t

•   Fox News(Newt Gingrich): Biden-Dems' Big Government Socialism isn't working

•   Fox News(Howard Husock): Biden's Build Back Better repeats Progressives' major mistakes over decades

•   매경(사설): 바이든 "원전은 청정에너지" 탈원전 靑은 기업인 불러 탄소중립쇼

•   한경(사설): 탈원전·탄소중립 병행, '대못박기' 말고 차기 정부로 넘겨야

•   한경(박주헌): 기후변화 적응력 향상에도 힘써야

•   서경(사설): 지금은 탄소중립 과속 아니라 탈원전 사과 할 때다