Business Intelligence Monitor 211214

(Introduction)

[Markets]

•   Global: Stocks edge lower on Omicron fears, awaiting Fed meeting

※   Fed, ECB, BoE, BOJ among host of central bank meetings

※   Dollar stands tall in blockbuster week for central banks

※   U.S. 10-year Treasury yield falls, curve flattens

•   UK: BOE Policy Bets Overshadow U.K. Trade Signals, Shaking Pound

•   Turkey: Turkish lira slumps to new low as monetary policy angst worsens

•   Natural gas: European gas prices rise after German concerns over Nord Stream 2

※   Foreign minister Annalena Baerbock cites Ukraine situation as ‘a factor’ in delay to pipeline’s opening

•   Metals: Rising inventories and dollar strength weigh on copper

•   Iron ore: Iron ore price jumps as China vows to stabilize economy

•   Grains: Soy, corn down on technical selling, improved S.American weather

•   한국: FOMC 경계 속 코스피 이틀째 하락…3,000선 '턱걸이'

•   한국: '삼성봇' 뜨자…로봇 관련株 일제히 강세

•   한국: 두산그룹주 하락 많아, 두산 두산밥캣 내리고 두산중공업 만 올라

[Indicators]

•   US Nov. Inflation expectations: New York Fed: Public’s Expectations for Inflation in November 2022 Rise to 6%, a Record

•   Germany Nov. PPI: German wholesale prices see record jump as raw material costs soar

•   UK Dec. Asking prices for homes: U.K. Housing Loses Momentum With Second Drop in Asking Prices

•   Japan Oct. Machinery orders: Japan's Oct. machinery orders rise 3.8% to 10-month high

•   Japan Q4 Tankan index: Japan manufacturers' sentiment plateaus: BOJ Tankan survey

•   India Q3 FDI: July-September quarter FDI inflows plunge 42%

•   India Nov. CPI: India's retail inflation in November firms up to 4.91%

•   한국 11월 수출입물가: 유가 하락에 11월 수입물가지수, 7개월 만에 떨어져

•   한국 11월 고용행정통계: 음식·숙박업 고용보험 가입자, 11월 65만여명…19개월째 감소

•   한국 12월 1~10일 수출: 12월 1∼10일 수출액 195억달러…전년보다 20.4% 증가(종합)

[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: Global Central Banks Diverge as Omicron Clouds Growth, Inflation Outlook

•   WSJ: Omicron Oil Demand Impact Will Be ‘Mild and Short-Lived,’ OPEC Says

※   Governments and businesses are now better adapted to handling Covid-19, cartel says

※   OPEC: MOMR December 2021

•   WSJ: How Do You Feel About Inflation? The Answer Will Help Determine Its Longevity

•   WSJ: Why U.S. Job Gains Are So Hard to Count During Covid-19

•   WSJ: Kentucky Puts Current Tornado Death Toll at 64

•   WSJ: China Reports First Omicron Covid-19 Case in the Mainland

※   The infection was discovered in a traveler who arrived in the port city of Tianjin from overseas last week

•   WSJ: Muddled Priorities and Monetary Policy in Beijing

•   WSJ: Fear of Iran, Shrinking U.S. Role in Middle East Push Rivals Together

•   WSJ: This Was the Year Investors and Businesses Put Big Bets on Climate

•   WSJ: Lithium Prices Soar, Turbocharged By Electric-Vehicle Demand and Scant Supply

•   WSJ: Shareholders Press Facebook for Governance Changes

•   NYT: More than 50 million total coronavirus cases have been found in the U.S.

※   It is almost certainly a substantial undercount, since many infected people have no symptoms or mistake them for those of another illness, and not everyone gets tested.

•   NYT: Across the World, Covid Anxiety and Depression Take Hold

•   NYT: Workers in Europe Are Demanding Higher Pay as Inflation Soars

•   NYT: South Korea Has Long Wanted Nuclear Subs. A New Reactor Could Open a Door.

•   NYT: Denmark and Norway Predict Drastic Spike in Omicron Cases

•   NYT: Inflationary Wave Changes Political Terrain for Right-Wing Populists

•   NYT: Israeli Leader Holds Historic Meeting With Emirati Crown Prince

•   WP: With ‘diplomatic boycott’ of the Olympics, Biden seeks middle ground

•   FT: What we know about Omicron variant that has sparked global alarm

•   FT: Supply chain squeeze intensifies in run-up to Christmas

•   FT: EU looks at new ways of funding the green transition

•   FT: NHS leaders doubt target for Covid boosters in England will be met

※   Demand for third vaccines rises sharply as Johnson announces first UK death with Omicron

•   FT: Johnson confronted by business backlash over new Covid rules

•   FT: Two-thirds of US companies demand staff have Covid vaccinations

•   FT: Taiwan ally Guatemala fends off Beijing overtures

•   FT: The yield curve: why investors are watching closely

•   FT: Volvo Cars and Northvolt seek to take $3bn battery venture to US and Asia

•   FT: Workers demand gig economy companies explain their algorithms

•   FT: World Bank under fire for being ‘missing in action’ on climate change

•   FT: Can Big Data help fix the supply chain crisis?

•   Bloomberg: Manchin Leaves Door Open to Biden Plan, Cites Inflation Worries

•   Bloomberg: Debt Ceiling Increase to Get Senate Vote Tuesday, Schumer Says

※   “The Senate will act tomorrow to prevent default,”

•   Bloomberg: Pfizer, Moderna Race to Create a Booster in 100 Days to Beat Omicron

•   Bloomberg: Omicron, Inflation, Evergrande: 10 Biggest Risks to the Global Economy in 2022

•   Bloomberg: How the Global Vaccination Campaign Has Succeeded—and Failed

•   Bloomberg: U.S. Pitches Truce to Japan on Trump-Era Steel, Aluminum Tariffs

•   Bloomberg: Blinken Seeks to Bolster Southeast Asia Ties to Counter China

•   Bloomberg: Supply Chain Latest: U.S. Truckers Say LA Port Congestion Worsening

•   Bloomberg: U.S. Home-Price Surge Looks Much Tamer in Government CPI Report

•   Bloomberg: Biden’s Economic Package Risks Languishing in Senate Into 2022

•   Bloomberg: Federal Reserve Seen Delivering One of the Most Hawkish Pivots in Years

•   Bloomberg: Will ECB Call Inflation 'Transitory'?

•   Bloomberg: Omicron Seen Trumping Inflation for BOE This Week

•   Bloomberg: U.K.’s House Price Boom Driven by ‘Race for Space’, BOE Says

•   Bloomberg: Crypto's Rapid Growth Could Pose Stability Risks, Bank of England Says

•   Bloomberg: Macron Sees Path to Solve EU’s ‘Existential’ Rule-of-Law Crisis

•   Bloomberg: Italy to Extend State of Emergency to March 31 as Cases Rise

•   Bloomberg: U.K. Begins Renewable Energy Program’s Largest Funding Drive

•   Bloomberg: Euro-Area Inflation Seen Fading in Coming Months: Chart

•   Bloomberg: China’s Property Crisis Likely Dragged Economy Down in November

•   Bloomberg: ‘Fallen Angel’ Shimao Shows Fragility of China’s Property Sector

•   Bloomberg: Amundi Says China Property Crackdown Will Boost Demand for Funds

•   Bloomberg: Asia’s Big Winter Power Switch Averted as Inventories Expand

•   Bloomberg: Saudi Arabia Won’t Go On Spending Spree If Oil Income Rises

•   Bloomberg: Saudi Arabia Says OPEC+ Will Deal With Oil ‘Speculators’

•   Bloomberg: Saudi Oil Minister Says Global Output May Plunge This Decade

•   Bloomberg: Saudi Arabia Warns Energy Transition Will Cause High Oil Price

•   Bloomberg: Turkey Moves to Normalize Armenia Ties in Bid to Please Biden

•   Bloomberg: U.S. Expects Permian Oil Output to Rise to Record in December

•   Reuters: Two-dose vaccines induce lower antibodies against Omicron, study finds

•   Reuters: U.S. says it is too soon to say if Iran has returned to nuclear talks with a more constructive approach

•   Reuters: Russia says it may be forced to deploy mid-range nuclear missiles in Europe

•   Reuters: Iran nuclear deal will soon be 'empty shell', European diplomats say

•   Reuters: Critics call for reforms to Germany's vaccine panel as COVID cases spike

•   Reuters: Omicron to be dominant variant in London in next 48 hours - health minister

•   Reuters: EU to propose joint gas buying in response to high energy prices -document

•   Reuters: Sixth COVID wave, fuelled by Omicron, to hit France in January -Paris hospitals executive

•   Reuters: French, German ministers say nuclear power a difficult subject

•   Reuters: Some Chinese companies suspend production in Zhejiang province on virus outbreak

•   Reuters: Antibody response from China Zhifei's COVID shot weaker against Omicron

•   Reuters: Elon Musk named Time's 2021 'Person of the Year'

•   Reuters: Malaysia says U.S. chipmaker Intel to invest $7 bln in new facility

•   Reuters: Intel's first foray into the metaverse will be software to use others' chips

•   Reuters: Analysis: Runaway consumer prices complicate Democrats' agenda, midterm hopes

•   AP: Harris unveils plan for electric vehicle charging network

※   White House: FACT SHEET: The Biden-⁠Harris Electric Vehicle Charging Action Plan

•   CNBC: El-Erian says ‘transitory’ was the ‘worst inflation call in the history’ of the Fed

•   CNBC: Inflation rises at fastest pace in nearly 40 years — Experts weigh in

•   CNBC: PS5, Xbox Series S, MacBook Pro, Pixel 6 Pro made rare by chip crunch

•   CNBC: Famous market investors reveal their 2022 investment strategies

•   MarketWatch: 5 things to watch for when the Federal Reserve announces its policy decision

•   SCMP: Xi and Putin to put on show of unity after Russia and China left out of Biden’s democracy summit

•   SCMP: China makes another change to its diplomatic line-up on US relations

•   SCMP: Coal central to China’s zero carbon goals, top US envoy to Beijing says

•   SCMP: Climate change: China’s decarbonisation policy fine-tuning lifts shares of renewable energy, grid solutions providers

•   SCMP: China plays down Lithuania rift as Belt and Road Initiative investments rise in Central, Eastern Europe

•   SCMP: Xi Jinping says China must be ‘self-sufficient’ in energy, food and minerals amid global challenges

•   Global Times: China is able to meet main economic goals for the year: Premier Li

•   Nikkei Asia: Reshaped in China's image, Hong Kong set for 'patriots only' polls

•   Economic Times: Business activity grows to new high despite Omicron threat: Nomura

•   OilPrice.com: Iran Changes Oil Pricing Formula In Sign It Prepares For Oil Export Return

•   OilPrice.com: S&P Global Platts: Energy Supply Will Catch Up With Demand In 2022

•   MINING.com: Decarbonization plays the metals fiddle in 2022

•   DIGITIMES: TSMC November revenue rises, UMC and VIS hit records

•   DIGITIMES: Notebook shipments to stay stable in 2022 thanks to demand from gaming and enterprises

•   DIGITIMES: Foundry capacity to stay tight in 2022 as global IC shortage lingers

•   MIT News: Q&A: Can the world change course on climate?

•   Robotics Tomorrow: How Commercial Robotics Could Improve the Inventory and Shipping Crisis of 2021

•   매경: "아빠, 우리차도 전기차예요?"…경유차 판매, 친환경차에 첫 추월당할듯

•   매경: 청년 75%가 "내 월급 안 올라"…복권방 몰리고 코인에 물리고

•   매경: "일할 의지도 없어요" 니트족 158만명…OECD 세 번째

•   매경: [단독] 이재명 자영업 표심 직진…지원금 크게 늘리는 영업보상 방식 검토

•   매경: [단독] 정의선 비공개로 실리콘밸리행…내년 출범 UAM 직접 챙겼다

•   한경(P1): '세계 무역 15%' 차지하는 CPTPP 가입 추진 공식화

•   한경: 농민 票心' 눈치만 보는 與…CPTPP 가입 시점은 오리무중

•   한경(P1): 저력의 韓 기업…물류난 뚫고 사상최대 수출

•   한경: 獨·日 수출 22% 늘 때, 韓은 26%↑

•   한경: 반도체 부동의 1위…바이오·배터리·화장품도 '수출 주력'으로 부상

•   한경(P1): 전세 쌓이는 서울…16개월 만에 '최다'

•   한경: 매매價 휘청이는 서울 외곽 아파트

•   한경: "6000만원 낮춰도 안 나가"…속타는 은마아파트 집주인들

•   한경: 홍남기 "국가 공급망 컨트롤타워 출범…20개 품목 우선관리"

•   한경: 외국인 '반도체 베팅'…현·선물 순매수

•   서경(P1): 비대면이 불붙인 '3040 퇴직시대'···김대리도 짐 쌌다

•   서경: 은행 대리·보험사 40세 직원도 희망퇴직···유통가는 로봇이 대체

•   서경: 전기차시대 인력감축·라인전환 갈등···車부품 일자리 올해만 1만개 사라져

•   서경: 'ICT 개발자 모시기'는 활황···억대 보너스 유혹도

•   서경(P1): 與 내부서도 불협화음···대선發 부동산세 대혼란

•   서경: 당정 조율 없이 '깜짝카드'..."정책신뢰 허물고 희망고문 키워"

•   서경: "거래절벽 심화...관망세 짙어질 것"

•   서경: 외교수장 만났지만 빈손···출구 안보이는 韓日관계

•   서경: “脫탄소 과속에 기업 부담” 탄소중립 기술 세제지원 4배 늘린다

•   서경: 기대수명 OECD 1위···출산율 전망은 ‘꼴찌’

•   서경: 지난달 연료비 155% 뛰었는데···전기료는 동결?

•   서경: LG-협동로봇 확대·현대車-물류로봇 선점·삼성-로봇사업팀 승격

•   서경: 오미크론에 항공여객 휘청···국제선 15% ↓

•   서경: 매매는 관망세라지만 하반기 청약 열기 더 뜨거워졌다

•   서경: 올해 부동산 최대 뉴스는 ‘거래량 주춤속 아파트값 고공행진’

•   조선(P1): 文대통령 “베이징올림픽 보이콧 검토 안해”

•   조선(P1): 물가 엇박자

•   조선: “AI 알고리즘 부작용 막아라” 각국이 규제 추진

•   조선: 집값 상승세 꺾여도… 내년 보유세 올해보다 더 오른다

•   조선: [단독]현대차, 니켈 광산 직접 투자 나선다... 전기차 배터리 소재 확보전

•   조선비즈: 올해 특허 가장 많았던 기업은 中화웨이…삼성전자는?

•   조선비즈: 올해 IPO 공모액 21조원 육박할 듯… 지난해 3.5배

•   조선비즈: ‘뉴삼성’ 큰그림은 ‘삼성 생태계’ 구축… 유기적 연결 핵심은 ‘로봇’

•   조선비즈: [2021 부동산]① 비주류까지 다 오른 상반기, 돈줄 죄기에 얼어붙은 하반기

•   중앙(P1): [단독]일하는 인구 64→69세 검토…'60세 정년'도 연장되나

•   중앙: 글로벌 반도체 공장 쟁탈전 승자는, 자동차 강국?

•   중앙: 출고가 1억 훌쩍…고가 전기차 속속

•   동아(P1): “연명치료 포기해야 입원”… 코로나 중환자 병상대란

•   동아(P1): 방역패스 첫날부터 ‘QR 먹통’ 혼란

•   동아: 정은경 “특단 대책 12월말까지 시행 검토”

•   동아: 당국 “오미크론, 접촉즉시 본인 감염-타인 전파시키는듯”

※   국내 감염, 2주만에 114명으로

•   동아: 부스터샷 예약자 첫날 163만명 넘어서

•   동아: “1만명 확진땐 코로나 중환자 1724명 제대로 치료 못받아”

•   한국(P1): [김정은 집권 10년] '핵·미사일' 얻고 '경제' 잃었다

•   한국(P1): 한은 "코로나 이후 경제 정상화 과정 집값, 소비, 고용 연쇄 충격 불가피"

※   한국은행: 매크로레버리지 변화의 특징 및 거시경제적 영향

•   한국: '경제 허리' 중견기업이 추진 중인 신사업 분야 1위는 '미래차'

※   산업부: 2020년 ｢중견기업 기본통계｣ 결과 발표

•   국민: 서울 하우스푸어의 비명… 월급 절반 집값 내는데 쓴다

•   국민: 주식 내다파는 개미들… ‘빚투’ 끝나고 예·적금 상품 뜨나

•   세계(P1): 정부, 상속주택 ‘억울한 종부세’ 줄인다

•   머니투데이(P1): 文, 호주와 체결한 MOU 등 4건 살펴보니..."미래 먹거리 풍성"

•   머니투데이: "폴란드 원전, 반드시 잡아라"...작년보다 12조 줄어든 '해외수주'

•   머니투데이: 내년 스마트폰 절반이 5G…삼성전기 고부가 'MLCC 호조' 계속간다

•   헤럴드경제(P1): 2022년 재계 CEO 인사코드는 ‘서·공·범’

•   헤럴드경제(P1): 500대 기업 절반, 내년 투자계획 ‘빈칸’

※   한국경제연구원: 새해가 코 앞인데… 대기업 둘 중 하나 (49.5%) 내년 투자계획 없거나 미정

•   헤럴드경제: 이재용 vs 최태원, 불지핀 반도체 혁신 경쟁 향방은?

•   파이낸셜뉴스: 애플·샤오미도 "폴더블폰"… 함박웃음 짓는 삼성디스플레이 [中오포에 폴더블 패널 공급]

•   파이낸셜뉴스: 현대차·기아 印시장 급성장…18년만에 中 판매량 넘어섰다

•   아시아경제(P1): 그 많던 노동자들은 어디로 갔나

•   아시아경제: 값싼 노동의 시대 저물고 '긱 이코노미' 시대로

•   디지털타임스(P1): 불안한 국민연금… 재정진단 조기 착수

•   이데일리: K-조선, 역대 최다 LNG선 수주…내년에도 '순풍'

•   이데일리: 두산중공업 신용도 회복하나…신평3사 잇달아 전망 상향

※   Weekly 211206~211212 참고

•   이데일리: [마켓인]올해 전세계 돈은 여기로 몰렸다…'ESG·자동화기술'

•   연합: 오후 9시까지 전국서 4천934명 확진…14일 6천명 안팎 예상

•   뉴스1: 김동연 "재정 더 적극적 역할 해야…문제는 '어떻게 쓸 것인가'"

•   e대한경제: '젊은 피' 수혈 끝낸 재계… 新사업 가속페달

•   더구루: [단독] LG전자, 차량용 폴더블 디스플레이 특허 출원…'롤러블' 부활 예고

•   에너지경제: 이재명 "국가주도 에너지고속도로" 공약에 "또 한전 등 떠밀리나"

•   에너지경제: 이재명 ‘에너지연금’ 공약에 주민참여형 재생E 사업 주목

•   전자신문(P1): 반도체특별법, '예타면제' 조항 대폭 수정...산업 경쟁력 후퇴

•   전자신문: 전세계 전기차 배터리 공장 145개...10년새 14배 증가

•   전자신문: 요소수 안정화 단계...재고 늘고 평상시 가격 회복

•   전자신문: 새해 통신장비기업 실적전망 '훈풍'···글로벌 5G 투자 증가 전망

•   ZDNet Korea: "갤노트 단종 아니다"…'갤럭시S22 울트라'→'노트'로 출시

•   디지털데일리: 삼성전자, 파운드리 고객사 확대 ‘순항’ …지속가능성은? [IT클로즈업]

[Opinions]

•   Project Syndicate(Dennis J. Snower): How to End Climate Failure

•   Project Syndicate(Jayati Ghosh): Lifting the Lid on Global Inequality

•   Project Syndicate(Barry Eichengreen): Greening Europe's Fiscal Rules

•   Project Syndicate(Sara Jane Ahmed, Alicia Bárcena, Daniel Titelman): The IMF's Misstep on Climate Finance

•   FT(Editorial Board): Boosters are only part of the UK’s answer to Omicron

•   FT(Robert Armstrong): The Fed is ready. Is the market?

•   FT(Izabella Kaminska): Daylight overdrafts must lose their stigma

•   WSJ(Editorial Board): The Real Cost of Biden’s Spending Plan

•   WSJ(Gerard Baker): Biden Seems Set on Making ‘Transitory’ Inflation Last

•   WSJ(Phil Gramm, Mike Solon): The Biden Stagflation Is Coming

•   NYT(Michelle Cottle): The Upcoming Elections That Could Shake Both Parties

•   NYT(Glenn Hubbard): Take Action Now to Curb Inflation

•   WP(Editorial Board): President Biden’s executive order is not enough to fight climate change. Congress must act.

•   WP(Max Boot): Because Trump left the nuclear deal, we might have to learn to live with a nuclear Iran

•   WP(Paul Waldman): Biden wanted to be the most pro-union president ever. He has a long way to go.

•   WP(Luke Savage): What’s behind global covid inequalities? Vaccine corporatism.

•   Bloomberg(John Authers): The Fed Needs to Get Serious About Inflation, as Markets Look Far Too Complacent

•   Bloomberg(Marcus Ashworth): Central Banks Are Redrawing the Map Out of the Crisis Era

•   Bloomberg(Therese Raphael, Sam Fazeli): Will Boris Johnson's Omicron Booster Race Be Enough to Stave Off the Surge?

•   Bloomberg(Michael Lewis): What Will Covid Do Next? A Top Pandemic Doctor Has Some Ideas.

•   CNN(Dana M. Peterson): Inflation is out of control. It's time for the Fed to raise interest rates

•   Fox News(Marco Rubio): China-WTO experiment failed – pro-American capitalism is the way forward

•   Fox News(Michael Waltz, Marsha Blackburn): Biden's inaction on Ukraine making world more dangerous

•   Reuters(Andy Home): Funds call it quits on copper stocks poker game

•   매경(조동철): 인플레이션과 현대화폐이론

•   중앙(강찬수): 해상풍력 어디에 지어야 하나…급할수록 돌아가라