Business Intelligence Monitor 211221

(Introduction)

[Markets]

•   Global: Stocks, oil falter on Omicron, Biden spending plan setbacks

※   U.S. stocks down more than 1%

※   Oil falls more than 3%

※   U.S. dollar faces pressure

•   US: Electric vehicle stocks tumble after Manchin rejects Biden’s climate and social plan

•   US: Micron Shares Rally on Bullish Outlook for Current Quarter

•   Hong Kong: China easing fails to calm Evergrande jitters in property sector

•   Turkey: Turkey’s Borrowing Costs Soar as Crisis Enters New Phase

•   Chile: Chile’s stock market and currency fall after Boric wins presidency

•   Natural gas: European natural gas prices rise further as freezing weather arrives

•   Metals: Omicron variant casts shadow over industrial metals

•   Iron ore: Iron ore price highest in two months on China demand hopes

•   Grains: U.S. winter wheat futures rise on global demand, U.S. crop woes

•   한국: 코스피 3천선 무너지며 1.8% 급락…외인·기관 순매도

•   한국: 배터리 3사, 리비안 급락에 주가 '울상'…LG화학 52주 신저가

•   한국: 두산그룹주 방향 못 잡아, 두산밥캣 6%대 급락 두산 2%대 상승

•   한국: 팬데믹 재확산에 안전자산 선호…원화값 6개월만에 최대폭 하락

[Indicators]

•   China LPR: China cuts lending rate as economic momentum falters

※   One-year loan prime rate cut for first time since April 2020 as property challenges intensify

•   Japan Sep. Household assets : Japan household assets hit record as savings, stock prices rise

•   한국 11월 PPI: 11월 생산자물가 ‘역대 최고’ 경신…13개월 연속 상승

[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

[News]

•   WSJ: Moderna Says Covid-19 Booster Dose Works Against Omicron Variant in Lab Tests

※   Booster shot significantly increased levels of immune-system antibodies against Omicron in the experiments, company says

•   WSJ: Omicron Fears, Rising Covid-19 Cases Interrupt New York City

•   WSJ: Omicron Tracking in U.S. Is Hindered by Data Gaps

•   WSJ: Companies Get Covid-19 Vaccine Mandate Reprieve as Legal Battle Continues

•   WSJ: Biden’s China and Climate Goals Clash Over Solar Panels

•   WSJ: Manchin Rejected Biden Bill Over Inflation, Debt Concerns. How Founded Are Those Worries?

•   WSJ: Schumer Plans Build Back Better Vote Next Year

•   WSJ: Davos Economic Forum Is Postponed as Omicron Leads to Further Cancellations, Travel Bans

•   WSJ: Gabriel Boric Wins Chile’s Presidential Election at Age 35

•   WSJ: Hong Kong Voters Widely Shun Election for Beijing-Approved Legislators

•   WSJ: Chinese EVs Want to Shock Global Markets Next

•   WSJ: Bitcoin’s ‘One Percent’ Controls Lion’s Share of the Cryptocurrency’s Wealth

•   WSJ: Is the Fed Deflating Prospects for Speculative Stocks?

•   WSJ: Nuclear Power Has a Second Chance to Prove Itself

•   WSJ: U.S. Sets 55-Mile-a-Gallon Fuel-Efficiency Standard for 2026 Models

•   NYT: The New Get-Rich-Faster Job in Silicon Valley: Crypto Start-Ups

•   FT: Europe approves Novavax Covid shot

※   Bloc to get its fifth vaccine shot as US biotech targets 2bn doses in 2022

※   European Commission: European Commission authorises fifth safe and effective vaccine against COVID-19

•   FT: Blue Monday: Omicron fears dispel festive cheer

•   FT: Covid vaccines clearly less effective against Omicron, says EMA head

•   FT: Nato open to dialogue with Russia on European security demands

•   FT: Russia expels German diplomats in retaliation against Berlin

•   FT: Germany looks to Nagel to retain Bundesbank’s ‘anti-inflation’ message

•   FT: Truss faces choice of Brexit compromise or trade war, warn EU diplomats

•   FT: UK households’ typical energy bill could rise to £2,000 a year

•   FT: ‘Wait and see’ strategy on Omicron exposes Johnson’s weaknesses

•   FT: Oil majors under pressure as activists circle

•   FT: Supply chains: companies shift from ‘just in time’ to ‘just in case’

•   FT: 2021 in trade: it could have been worse, frankly

•   Bloomberg: Global Minimum Tax Nears Reality as OECD Sets Model Rules

※   OECD: OECD releases Pillar Two model rules for domestic implementation of 15% global minimum tax

•   Bloomberg: Inflation Crashes the Holidays, Shrinking Menus and Spoiling Traditions

•   Bloomberg: U.S. Economy Loses Fed, Fiscal Props After Powell-Manchin Pivots

•   Bloomberg: Biden to ‘Work Like Hell’ to Pass Economic Plan, Psaki Says

•   Bloomberg: Germany to Impose Tighter Contact Curbs to Confront Omicron Covid Variant

※   Gatherings to be limited to 10 people over New Year period

•   Bloomberg: WTO to Review EU Dispute Over Russian Procurement Discrimination

•   Bloomberg: EU’s Carbon Levy Throws Up Another Brexit Border Challenge

•   Bloomberg: German Economy May Shrink This Quarter on Covid, Bundesbank Says

•   Bloomberg: Biden Boosts Fuel-economy Standards to Fight Climate Change

•   Bloomberg: China's Climate Change Goals Are Creating a Greenwashing Wave

•   Reuters: WHO sounds warning over fast-spreading Omicron

※   Says Omicron is evading some immune responses

•   Reuters: Omicron infections appear no less severe than Delta; COVID-19 lowers sperm count, motility

•   Reuters: OPEC+ produces below target in November as compliance rises

•   Reuters: With Biden spending plan blocked, economists lower 2022 growth forecasts

※   Goldman Sachs lowered its GDP growth forecast for 2022

•   Reuters: U.S. says ready to engage in diplomacy with Russia

•   Reuters: U.S. home sales to rise 7.1% in 2021, fall next two years-Fannie Mae

•   Reuters: ECB's Centeno warns of inflation uncertainty, urges caution

•   Reuters: China says Taiwan is a 'wanderer' that will eventually come home

•   Reuters: BOJ's Kuroda: too early to consider normalising monetary policy

•   Reuters: Myanmar court defers verdicts in Suu Kyi trial to Dec 27 - source

•   Reuters: Oil driller sees the industry's future in electric rigs, carbon offsets

•   Reuters: Analysis: Rising cases, Omicron highlight holes in Biden's COVID strategy, experts say

•   Reuters: Analysis: After inflation, a bond supply shock may be next for markets

•   Reuters: Analysis: In 2021, governments blew hot on 1.5C goal, colder on climate action

•   AP: With Christmas in the balance, nations eye UK omicron surge

•   AP: Inflation squeezes holiday budgets for low-income shoppers

•   AP: EXPLAINER: Boosters key to fight omicron, lot still to learn

•   CNN: Xi Jinping has been taking on China's capitalists. Here's why that will change in 2022

•   SCMP: Covid-19 booster from China’s Sinopharm is weaker against Omicron, study finds

•   SCMP: Chinese city suspends school amid Covid-19 outbreak and deadly haemorrhagic fever cases

•   SCMP: China’s capital concerns prompt calls to prevent ‘disorderly expansion and barbaric growth’

•   SCMP: US embargo on dual-use exports leaves Chinese aviation firms vulnerable to financing restrictions

•   SCMP: China powers up fourth-generation nuclear reactor in steady zero-carbon push

•   SCMP: China welcomes US competition but is not afraid of confrontation, Wang Yi says

•   SCMP: In clean energy race, China may have a lot more scope for rooftop solar than US

•   SCMP: Covid-19 in 2022: into the known unknowns of ending the pandemic

•   Caixin: Cover Story: How China’s EV Battery King Is Defending Its Throne

•   Nikkei Asia: Shionogi's new COVID pill appears to ease omicron symptoms

•   Nikkei Asia: Suga 'surprised' by Biden's swift commitment to Senkakus

•   Nikkei Asia: Japan enacts record extra budget to fund economic package

•   Nikkei Asia: Japan COVID cluster linked to U.S. base grows to at least 180

•   Nikkei Asia: Toyota to cut production by 20,000 cars in Japan next month

•   Nikkei Asia: COVID-19, supply chain crisis -- Our 12 most read stories of 2021

•   Nikkei Asia: China EV teardown: A $4,500 'alternative to walking'

•   Nikkei Asia: Standard-bearer: China's drive to make the world's tech rules

•   Economic Times: Omicron, inflation risks to business resumption, Nomura index at a record high

•   Power Engineering: Nearly 60 GW of coal-fired capacity to retire by 2035, EIA says

•   Construction Equipment: Equipment Investment to Grow 4.6% in 2022: Leasing Group

•   For Construction Pros: Changing the Construction Landscape: How Technology is Improving Workflows

•   매경(P1): "내년 보유세, 올해 공시價로"…與, 대선앞 꼼수

•   매경: 세금 줄인다는데 시장은 '싸늘'…"선거 끝나면 또 말 바꿀텐데"

•   매경(P1): 전셋값 5%내 올리면, 실거주 1년으로 인정

※   기재부: 「2022년 경제정책방향」 발표

•   매경: 고사위기 면세점 살아날까…내국인 구매한도 43년만에 폐지

•   매경: 반도체·배터리·백신 시설 稅혜택…수소산업도 국가 전략기술로 지정

•   매경: [단독] 대기업 최초로…OCI, 메타버스 사무실 도입

•   매경: 주한 美대사 지명 차일피일…대선 이후로 결정 미뤄지나

•   매경: 오미크론 치명률 '오리무중'…코로나 종식 아직 멀었다

•   매경: "韓수출 최대 위협요인은 中성장 둔화"

※   대한상의: 국내 수출의 특징과 향후 과제

•   매경: 일찍 문닫은 회사채 시장…밀린 물량 내년초 풀릴듯

•   매경: 다주택자 매물 쏟아지나…'양도세 완화' 집값 안정효과 따져보니

•   한경(P1): 탄소중립 바람 타고 부활하는 '미니밀'

•   한경: 이렇게 '귀한 몸' 될줄이야…철강사들, 고철 확보 총력전

•   한경: 해외도 용광로→전기로 속속 전환…원가 올라 제품가격 인상 불가피

•   한경: 전기로에 친환경 원료까지 도입…포스코, 철강생산 공식 바꾼다

•   한경: "반도체 봄 온다"…삼성전자·하이닉스 목표가 상향

•   서경(P1): 인기 프랜차이즈마저···자영업 매물 사상최대

•   서경: 교촌마저 점주들 떠난다···"지금 내놓는게 현명" 한숨

•   서경(P1): 대기업도 "더 못버텨"···빚내서 자본 늘린다

•   서경: "숙련된 기술·노하우 구합니다"···기업들 정년 없애고 퇴직자 재채용

•   서경: 한경연 "한국 보유세 비중, OECD 평균 넘어"

•   서경: 조세회피처에 자회사둔 국내 대기업, 2023년부터 추가 세금 낸다

•   서경: 정철동 LG이노텍 사장 "카메라모듈·전장부품 내년에도 수주 지속될 것"

•   서경: 삼성전자, 내년 모바일 하이엔드·보급형 모두 잡는다

•   서경: "아이폰14, 고사양으로 진화"···韓부품사 수혜 기대

•   서경: 올해 집값 상승세, 非서울이 이끌었다

•   조선(P1): [NOW] 12조원 투자… ‘스타트업 어머니’ 벤처캐피털

•   조선: 올들어 4.9조원… 한국으로 몰려드는 해외 벤처캐피털

•   조선: 글로벌 벤처캐피털, 올 가상화폐 관련산업에 35조원 쏟아부어

•   조선: 과학원로 200명 “탄소중립 위해 원전 불가피”

•   조선: [단독] 삼성·LG, 공급망 전담조직 신설

•   조선비즈: 文정부 전폭 지원하는 태양광산업, 내년에도 역성장 전망

•   조선비즈: 폭스콘 창업자 궈타이밍 “탈원전 대만, 내년에 에너지 대란 올 것”

•   조선비즈: 갈길 먼 수소차… 올해 판매량 전기차의 0.3%인 2만대

•   조선비즈: [팩트체크] “올해 공시가로 내년 종부세 결정” 민주당식 ‘보유세 동결’ 가능?... “No, 세법엔 ‘내년 과표’ 대로”

•   조선비즈: [단독] LG전자, 車 키 없이 얼굴로 시동 거는 시스템 개발

•   조선비즈: 김동연 “소상공인 손실보상, SOC·국회의원 예산 구조조정해 마련”

•   중앙: LG엔솔·현대ENG·쓱닷컴…내년 IPO 30조 시장 열린다

•   동아(P1): 정부 “오미크론 한두달내 국내 우세종 가능성”

•   동아: 자율주행차 상용화, 법안 정비가 먼저다

•   문화: 탄소저감기술 부족한데 정부는 속도전…기업만 벼랑끝 내몬다

•   문화: 韓 탄소다배출 업종 비중, 주요 5개국 평균의 2배

•   문화: “획기적 정부 지원 없인 ‘탄소중립’ 공허한 외침 될것”

•   문화: 전세계 ‘친환경 원전’ 부활… 한수원, 해외진출 드라이브 본격화

•   국민: 1위 굳힐까, 따라잡을까… 셈법 복잡해진 ‘파운드리 삼국지’

•   서울(P1): [단독]“다주택 양도세 중과 유예, 靑 안하면 당선 뒤 하겠다”

•   더벨: 삼성전자, 반도체 쏠림 심화…가전·휴대폰은 위축

•   헤럴드경제(P1): 내년 삼성TV에 LG OLED 탑재 확정

•   헤럴드경제: 삼성·LG “세트·부품사 합종연횡 강화”

•   헤럴드경제: 더 커진 배출권시장...“새해 더 오른다”

•   헤럴드경제: 코로나19 시대…의약품 첨단용기시장 진출한 두산

•   파이낸셜뉴스(P1): 전기요금 인상도 미뤘다 [내년 1분기 전기료 동결]

•   파이낸셜뉴스: '연료비 연동제' 유명무실… 한전 조단위 적자 불가피 [내년 1분기 전기료 동결]

•   파이낸셜뉴스: 세계 최하위 수준 전기요금에...전력사, 차세대 에너지 투자 차질 [내년 1분기 전기료 동결]

•   아시아경제: 레인보우로보틱스, 인간형 이족보행로봇 ‘휴보’ 아버지… 내년 해외로 영토 확장

•   아시아경제: 로보티즈, 로봇 구동장치 매출↑… 실내외 자율주행로봇 상용화 눈앞

•   디지털타임스(P1): 여당 만난 경제단체 "노동이사제 도입 재고해달라"

•   이데일리: SK하이닉스 독과점 우려 없는데…中 '만만디' 에 M&A 발목

•   이데일리: 치솟는 원자재값…기업에 정부까지 ‘폐배터리’ 올인

•   이데일리: 신축 품귀현상에…올해 전국 미분양 ‘역대 최저’

•   이데일리: "MSCI선진지수 편입, 韓시장엔 양날의 검…성급할 필요 없다"

•   연합: 오후 9시까지 전국서 4천239명 확진…어제보다 657명 적어

•   연합: 원전 전문가들 "비방사선시설 선제적 해체 허용해야" 한목소리

•   연합: 화난 두산 팬들 "FA 8명 이탈…투자 불가능하면 매각하라"

•   더구루: [단독] '30조' 英 퇴직연금, 한국전력 투자 철회…"기후변화 대응 부족"

•   스트레이트뉴스: [단독]SK하이닉스, 中 반도체 소재 기업 전략적 투자…지분 확보

•   ZDNet Korea: 정부, 이산화탄소 포집활용 기술 예타사업 착수

[Opinions]

•   Project Syndicate(이근): East Asia's Squid Game Economies

•   Project Syndicate(José Antonio Ocampo): Latin America's New Lost Decade

•   FT(Editorial Board): Chile’s election move to the left

•   FT(Gideon Rachman): A tale of two elites in Washington and Beijing

•   FT(Robin Wigglesworth): 2021 shows that investors can be right for the wrong reasons

•   FT(Robert Armstrong): Could shortages give way to gluts?

•   FT(Bill Emmott): Draghi can serve Italy best by becoming its next president

•   WSJ(Editorial Board): Joe Manchin Rescues the Democrats

•   WSJ(Gerard Baker): Biden Emerges as Progressive Government’s Mr. Bad Example

•   WSJ(Bobby Jindal): Democrats Shouldn’t Build Back Bitter

•   WP(Editorial Board): Manchin might have killed Biden’s agenda — or opened the way to Build Back Better

•   WP(David Ignatius): The Biden administration weighs backing Ukraine insurgents if Russia invades

•   WP(Henry Olsen): Who’s to blame for Build Back Better’s demise? Joe Biden.

•   Bloomberg(David Fickling): The Power Crunch Just Made Renewables Stronger

•   Bloomberg(Narayana Kocherlakota): The Fed’s Pivot Is the Opposite of Hawkish

•   Bloomberg(Matthew A. Winkler): President Biden's Economic Performance Has Proved Unbeatable

•   Bloomberg(Karl W. Smith): Inflation? There's Another Explanation for Rising Housing Costs

•   Bloomberg(Jonathan Bernstein): Don't Count Out Manchin's Vote Just Yet

•   Bloomberg(Therese Raphael): One Year After Brexit, Boris Johnson Faces a Mess of Trade and Tories

•   Bloomberg(Mark Gilbert, Marcus Ashworth): Market Outlook for 2022: What 8 Charts Tell Us About Inflation and Bitcoin

•   MarketWatch(Mark Hulbert): The stock market is casting a pall on investor morale — but the mood isn't gloomy enough to start buying

•   Fox News(Liz Peek): Omicron clobbers Christmas … and Joe Biden

•   매경(사설): 정치논리 탓에 또 못올린 전기료, 더 큰 국민부담돼 돌아올 것

•   한경(사설): 2년 10조 손실 예상에도 대책 없이 동결한 전기료

•   서경(사설): 탈원전이 키운 전기료 폭탄 차기 정권에 떠넘기기

•   문화(사설): 복마전 확인된 ‘새만금 태양광 특혜’ 전면 수사 급하다