[Markets]
• Lumber: Sky-High Lumber Prices Are Back
[Indicators]
• US Weekly Rig count: U.S. drillers add oil and gas rigs for second week in a row -Baker Hughes
• Europe Nov. Car sales: Europe Car Sales Plunged 17% to Record Low for Month of November
• Germany Nov. PPI: German producer prices soar almost 20% y/y on energy costs
• Germany Dec. Ifo business climate: Recession risk looms for Germany as business confidence falls
• UK Nov. Retail sales: Early Christmas shopping helps UK retailers in November
• Japan Benchmark rate: Bank of Japan to scale back pandemic-era economic support
※ BOJ: Statement on Monetary Policy
• Russia Benchmark rate: Russia Central Bank Raises Interest Rates, Opens to Further Increases
• 한국 2020년 기업생멸행정통계: 신생기업 3곳 중 1곳, 1년도 못 버티고 문 닫아
• 한국 주간 아파트 수급동향(부동산원): 수도권 이어 지방에서도 아파트 ‘팔자’ 더 많아져
• 한국 주간 주택시장 동향(KB): "21억 부르던 평촌 34평, 이젠 16억 급매로"…수도권 집값 하락세 확산
[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
[Calendars]
[News]
※ Hospitalizations, deaths are rising in the U.S. while variant presents new risks
※ Ukraine has sought helicopters and other military equipment to deter Russia, though White House hasn’t approved plan
※ Fed governor Waller says rate rise could be on the table for March meeting, while other officials declined to comment on when central bank should begin the three increases projected for 2022
※ The decision could doom Mr. Biden’s top domestic-policy priority
※ The country’s top infectious disease expert said he didn’t anticipate the U.S. moving toward broad shutdowns
※ IEA: Coal 2021
※ The Democratic Progressive Party supports closer ties with Washington at the expense of Beijing
※ They do seem to offer significant protection against severe illness, but the consequences of rapidly spreading infection worry many public health experts.
※ The authorization could drastically increase the vaccine supply for low- and middle-income countries.
• NYT: The Deals of the Year
※ The Netherlands is imposing a snap lockdown. Meanwhile, Australia has loosened nearly all coronavirus measures.
• WP: South Africa says vaccines and past infections could be reason omicron variant cases appear milder
※ Moscow blames alliance for ‘hostile acts’ as tension simmers over military build-up near Ukraine
※ Weekend emergency meeting of ministers set to look at ‘pretty bleak’ data after third record day of new cases
※ Samsung and LG representatives joined regime civil servants at event organised by Korean embassy
• Bloomberg: Why Mario Draghi Could Be Italy's Next President
※ Variant discovered in Changsha challenges Covid-zero strategy
※ China Evergrande Group was labeled a defaulter by S&P Global Ratings, the second credit-risk assessor to do so.
• Reuters: Omicron rewrites the COVID plan for 2022
• Reuters: No lockdown before Christmas, Germany says
• CNBC: Market turbulence may be a theme in the holiday week as investors fret over omicron, the Fed
• CNBC: China and Russia show solidarity, but likely won’t support each other militarily, analysts say
※ Endemic means the coronavirus will not disappear but rather will become a vaccinated-protected ailment like the flu.
• Fox News: Elizabeth Warren tests positive for COVID-19
※ Cities across China have released ambitious hydrogen energy blueprints recently and investment in the sector is growing
• SCMP: China’s zero-Covid strategy risks isolating it from trade partners as US tensions rise, expert says
• SCMP: With US-China trade deal set to expire, insiders reveal what’s really happening behind the scenes
• SCMP: China’s power sector could hit peak carbon emissions 5 years ahead of national goal, study finds
• Nikkei Asia: U.S. counters China with new Indo-Pacific framework
• Economic Times: High WPI inflation may pinch retail consumers in 3-4 months: Economists
• DIGITIMES: Chip crunch likely to improve in 2H22 as new capacities start production, says Central Bank
• Robot Report: Stanford researchers create gecko inspired robotic hand
• 매경(P1): 소상공인 320만명에 100만원 '방역 지원금'
• 매경: 2050년 탄소중립 목표 달성 세부계획 짠다
※ 산업부: 「제10차 전력수급기본계획」 수립 착수
• 매경(P1): 향후 10년 '바이오 시간'…폭발적인 혁신 시작된다
• 매경: 美 "北 단계적 접근…진전은 없어"
• 매경: ESG 공시·통계 한곳서 본다
• 한경(P1): 승객 50% 급감…지역 버스터미널 줄폐업
• 한경: 주담대 금리 끌어올린 코픽스가 뭐길래
• 한경(P1): 이재명도 윤석열도 250만가구 공급…"숫자만 채웠다"
• 한경(P1): 보름 만에 11조…은행으로 돈이 몰린다
• 한경: 高탄소 기업, ESG채권 발행 주도
• 한경: 재무약정 조기졸업 기대…고개 드는 두산그룹株
• 서경(P1): 4대그룹 인사 마무리···키워드는 '친정체제·세대교체·새먹거리'
• 서경: 4대그룹 인사, ‘3040파워’ 거셌다
• 서경: '우먼파워'도 만만찮네
• 서경(P1): 무기력 빠진 경제관료···70%가 "민간 이직 고민"
• 서경(P1): "공시가 전면 재검토" 이재명 또 뒤집기 ···부동산시장 혼란만
• 서경: NFT 다음 테마는?···들썩이는 자율주행株
• 조선(P1): 文 탈원전 핵심 새만금 태양광, 무면허 업체에 228억 설계 맡겼다
• 조선: 집값 올랐는데 소비는 되레 줄어
• 조선(P1): [NOW] 1만원으로 점심 해결하기도 빠듯하네
• 조선비즈: 차기 원자력안전재단 이사장, 또 탈원전 인사가 맡을까
※ 기재부: [보도참고] 2021년 12월 최근 경제동향
• 중앙(P1): 수도권 아파트단지 1511곳 중 213곳, 5000만원 이상 하락
• 동아(P1): “50세이상 1000만명 부스터샷, 2주내 끝마쳐야”
• 동아(P1): 아파트 호가 수천만원 낮춰도 매수 실종… 관망속 거래절벽 심화
• 동아(P1): 수도권 남은 병상 118개뿐… 확진 임신부, 16곳 거절에 구급차 출산
• 한국(P1): 5% 넘은 주담대 변동금리...'금리 역습'에 영끌족 어쩌나
• 서울(P1): 삼성폰도 현대차도… 이제 중국에선 안 통하는 ‘K브랜드’
• 세계: 김동연 “기득권 정치 바꾸는 물결 시작”
• 머니투데이(P1): "내년에도 코로나 확산 반복된다...韓성장률, 올해 4%→내년 3%"
• 머니투데이: '못만들어 못판다'..반도체난에 전자업계 크리스마스 악몽 꾸나
• 머니투데이: 두산重 가스터빈 드림팀 다음 목표는 수소터빈
• 더벨: 'ESG 비용' 줄다리기
• 헤럴드경제(P1): 미래에너지 ‘퍼스트 무버’ 레이스...50兆 빗장 풀렸다 [헤럴드 뷰]
• 헤럴드경제: 현대重그룹이 ‘건설장비’ 키우는 이유?
• 파이낸셜뉴스: 배터리 호황인데 핵심원료 생산 줄인 中… 전기차업계 비상
• 파이낸셜뉴스: 삼성전자 유럽공략폰, 내달 CES서 공개한다
• 파이낸셜뉴스: 유럽 천연가스 대란에 아시아도 '불똥'
• 디지털타임스(P1): [기획] `코로나 한파` 중기는 더 춥다
• 디지털타임스(P1): 언택트·바이오 성장에 그룹 시총 지각변동
• 디지털타임스: "내년 공급망 재편… 정부, 친환경 전략 필요"
• 디지털타임스: `삼바 모더나 백신` 140만회분 국내 공급
• 이데일리(P1): '미래기술 젊은 피' 앞세워 4차산업혁명 승부수 띄웠다
• 이데일리(P1): 인플레·정책이 좌우할 내년 증시…“옥석 골라내야”
• 이데일리: 임인년 증시, 돈 벌어줄 섹터는?…"반도체·전기차·IP"
• 이데일리: 내년 반도체 주목…소비·설비투자 긍정적
• 이데일리: "안갯속 증시엔 '분산투자'…EMP·롱숏 펀드 주목"
• 더구루: 블룸에너지, 美 최대 가스기업과 수소생산 맞손
• 더구루: 두산밥캣, 칠레 유통사 추가…중남미 공략
• 더구루: "한국, 英 해상풍력발전 시장 진출해야"
• 내일신문: 세계 태양광시장 '쑥쑥', 국내 '역성장'
• 에너지경제: "원전해체 해체 준비 시동"…2021 원전해체 비즈니스 포럼 개최
• 에너지데일리: 2021년 하반기 RPS 고정가격계약 선정 물량 확대
• 전자신문(P1): 동진쎄미켐, EUV 포토레지스트 국산화
• 디지털데일리: 목적지까지 남은 1마일, ‘라스트마일’ 잡아라
• 물류신문: [2021 결산] 코로나가 바꿔놓은 물류 ‘판’
• 물류신문: Part 1. ‘택배·퀵’등 생활물류산업 재조명 계기돼
• 물류신문: Part 2. 일상회복 속 수요 증가에 물류 운임 고공행진
• 물류신문: Part 3. 물류산업, 피해갈 수 없는 ESG 경영
• 물류신문: Part 4. 여전히 뜨거웠던 2021 물류부동산 시장
• 물류신문: Part 5. 코로나 기점으로 물류 중심에 선 콜드체인
[Opinions]
• Project Syndicate(Zhang Jun): Why China Continues to Rise
• FT(Editorial Board): A divide in responses to the inflation threat
• FT(Editorial Board): Boris Johnson’s woes threaten a vacuum of leadership
• FT(Editorial Board): Assess Asian trade bloc candidates on their merits
• FT(Rana Foroohar): The lessons for the US from China’s ‘common prosperity’ push
• FT(Martin Sandbu): Europe has rediscovered the social market economy
• FT(Katie Martin): Investors put ‘policy error’ at the top of their list of concerns for 2022
• FT(Robert Armstrong, Ethan Wu): Central banks’ crowded trade
• FT(Michael Howell): The liquidity threat looming over markets in 2022
• FT(Claire Jones): The expectations behind the BoE hike
• WSJ(Editorial Board): Jerome Powell, Fiscal Lobbyist
• WSJ(Editorial Board): The Great Central Bank Divide
• WSJ(Editorial Board): Vladimir Putin Names His Price
• WSJ(Editorial Board): Purdue Sends a Message to China
• WSJ(Editorial Board): Taking Joe Manchin Seriously
• WSJ(Andy Kessler): Back to the Office in 2022
• WSJ(Tunku Varadarajan): An Insider Explains the Supply-Chain Crisis
• WSJ(Maílson da Nóbrega): Brazil’s Lawmakers Embrace Default
• WSJ(Seth Moulton): How We Can Save Ukraine
• WSJ(Mickey D. Levy): High Inflation Needs a Policy Solution
• NYT(Paul Krugman): What If the Fed Is Wrong About Inflation?
• NYT(Peter Coy): What Economists Think About Immigration Doesn’t Really Matter
• NYT(Nathan Law Kwun Chung): China Really Wants People to Vote in Hong Kong’s Election
• NYT(Eleanor Cummins): Most Covid Infections May Soon Be Breakthroughs. Here’s What That Means.
• NYT(Matthew Continetti): Will Trump Ruin a Red Wave in 2022?
• WP(Editorial Board): To stop the pandemic, remove the invisible air bridge
• WP(Editorial Board): Biden must move faster to fill the three openings on the Federal Reserve board
• WP(Catherine Rampell): Inflation is worrisome. But debate over Build Back Better is largely unrelated.
• WP(David Ignatius): The right Plan B for the moribund Iran nuclear deal
• WP(David Von Drehle): There’s no NATO plan for Ukraine. Why not just tell Putin?
• WP(Fareed Zakaria): The puzzle of Joe Biden’s unpopularity
• WP(James Hohmann): Joe Biden never seems like a transformational president
• WP(Mike Watson): Is the U.S. Repeating the Error of the Iraq Withdrawal?
• Bloomberg(Mohamed A. El-Erian): Turkey Can’t Take Much More of Its Currency Crisis
• Bloomberg(Niall Ferguson): Destroying U.S. Democracy Is a Bipartisan Effort
• Bloomberg(John Authers): Inflation and Omicron End 2021's Initial Promise of Normality. Onward to 2022
• Bloomberg(Robert Burgess): Surge in Multifamily Dwellings Could Temper Housing Costs and Inflation
• Bloomberg(Julian Lee): Saudis Are Right To Warn of a Worrisome Collapse in Oil Supply
• Bloomberg(Anjani Trivedi): Supply Chain Snarls Will Continue as Long as Manufacturers, Suppliers Lack Trust
• Bloomberg(Jonathan Bernstein): U.S. Democracy Faces Real Threats
• Bloomberg(Tobin Harshaw): John Bolton's Guide for Containing Russia and China
• Bloomberg(Therese Raphael, Sam Fazeli): China's Sinovac Vaccine Won't Fully Protect Against Omicron
• Bloomberg(Matthew Yglesias): Build Back Better Isn't Dead and Could Make History in 2022
• Bloomberg(Lara Williams): Elon Musk, Tesla Have a Soaring, Profitable 2021
• Bloomberg(Max Hastings): Russia and China Show Everything Can Be Weaponized
• Fox News(Tucker Carlson): Biden’s economic policy, labor shortage 'not a good sign'
• 매경(사설): 난맥상 드러난 태양광 사업 전면 조사 불가피하다
• 한경(사설): 이 와중에 기재부·산업부는 왜 싸우고 있나
• 한경(한상춘): Fed의 출구전략 vs 한은의 출구전략
• 세계(사설): 무면허 업체에 ‘새만금 태양광’ 특혜, 진상 제대로 밝혀져야
• 헤럴드경제(이민재): [헤럴드비즈] 전기요금의 합리적 운영을 기대하며
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