Business Intelligence Monitor 211229

(Introduction)

[Markets]

•   Global: Stocks, Oil Drop Sharply on Concerns Over New Covid-19 Variant

※   Dow finishes its worst Black Friday on record, while Treasury yields slide

•   Global: New Covid-19 Travel Restrictions Rattle Global Airline Industry, Hit Shares

•   Metals: Industrial metals slide on new coronavirus variant jitters

•   Grains: New COVID variant scares markets, corn rebounds

•   한국: 코스피, 코로나19 재확산에 1.5% 하락…2,930대로 밀려

•   한국: 두산그룹주 다 하락, 오리콤 6%대 급락 두산밥캣 3%대 떨어져

[Indicators]

•   China Oct. Industrial profits: China’s Industrial Profit Growth Rebounds for Second Month

•   India Sep. Employment: Formal job creation on the rise: MoSPI

•   Russia Nov. Oil output: Russian Oil-Output Growth Losing Steam as OPEC+ May Review Plans

•   한국 10월 금융기관 가중평균금리: 기준금리 상승폭보다 3.5배 더 뛴 대출금리

[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

[Calendars]

•   WSJ: Economy Week Ahead: Factories, Inflation, Jobs

•   FT: Change is in the air

•   Bloomberg: U.S. Jobs Report Expected to Show Another Strong Increase: Eco Week Ahead

[News]

•   WSJ: Omicron Identified as Covid-19 ‘Variant of Concern,’ Triggering Global Fears

※   Variant first detected in southern Africa arrives in Europe and Asia and sparks new travel bans

※   WHO: Classification of Omicron (B.1.1.529): SARS-CoV-2 Variant of Concern

•   WSJ: Omicron Variant Highlights Risks of Low Vaccination Rates in Poor Countries

•   WSJ: Omicron Coronavirus Variant Raises Questions Among Scientists

•   WSJ: Omicron Variant Is Reported in More Countries as Officials Grapple With How to Respond

※   Emergence of fast-spreading Covid-19 strain prompts fears that it will worsen an already severe wave in some Western countries

•   WSJ: Omicron Variant Found on Flights Reveals Gaps in Covid-19 Travel Rules

•   WSJ: Omicron Variant Not Detected Yet, but Likely Already in U.S., Health Officials Say

•   WSJ: In Naming Omicron Variant, Authorities Skipped ‘Xi’ and ‘Nu’

•   WSJ: Companies See Omicron Variant as Latest Unknown in a Pandemic Full of Shocks

•   WSJ: Brainard’s Nomination Promotes a Close Powell Ally on Recent Fed Innovations

•   WSJ: Centrist Senate Democrats Signal Opposition to Biden Banking Nominee

•   WSJ: Biden’s Economic Plans Collide With Inflation Reality

•   WSJ: Biden’s Nearly $2 Trillion Social Spending and Climate Bill Is a Boon for Unions

•   WSJ: Merck’s Covid-19 Pill Was 30% Effective in Final Analysis, Company Says

※   The drug, which is up for authorization by the FDA, was less effective than the 50% rate reported earlier

•   WSJ: U.S. Looks to NATO to Deter Russian Aggression as Ukraine Warns of Possible Coup

※   Biden administration considers options from deterrence to diplomacy and wants a NATO meeting next week to discuss common actions

•   WSJ: Supply-Chain Woes Snarl Attempts to Tame House Prices

•   WSJ: U.S. Economy Could Enjoy Post-Holiday Glow, New Variant or No

•   WSJ: Oil-and-Gas Companies Should Pay Higher Fees to Drill on Federal Lands, Interior Department Says

•   WSJ: Iran’s Nuclear Advances Weigh on Renewed Talks

※   Negotiators convene in Vienna with the aim of reviving the 2015 international agreement, a top Biden foreign-policy goal

•   WSJ: Taiwan Hosts Second U.S. Congressional Delegation in Two Weeks

•   WSJ: Japan Approves Extra Defense Spending and Sets a Record

•   WSJ: Turkey’s Central Bank Says Financial System Is Strong Despite Lira Crisis

•   WSJ: The Evergrande Blueprint Worked for Other Chinese Developers, Until It Didn’t

•   WSJ: China Evergrande’s Billionaire Founder Sells Stake Worth $343 Million

•   WSJ: Eurozone Inflation Likely Hit Record High in November

•   WSJ: Covid-19 Variant Upends Investor Bets on Rate Increases

•   WSJ: Investors Go Back to Their Early-Covid-19 Playbook: Buy Zoom and Peloton, Dump Travel

•   WSJ: On the Front Lines of the Supply-Chain Crisis

•   WSJ: Supply-Chain Snarls Leave Southern California Swamped in Empty Shipping Containers

•   WSJ: Chinese Tech Giants, Under Pressure From Regulation, Now Face Economic Drag

•   WSJ: Move Over, GE. The Tech Conglomerates Are the New Leaders of Industry.

•   WSJ: Vaccine Mandate Legal Challenges Muddy the Waters for Employers Preparing to Implement Rules

•   WSJ: Hertz-Tesla Deal Signals Rental-Car Providers’ Shift to EVs

•   NYT: Swiss voters approve their government’s Covid policy in a referendum.

•   NYT: Democrats Struggle to Energize Their Base as Frustrations Mount

•   NYT: Afghan Economy Nears Collapse as Pressure Builds to Ease U.S. Sanctions

•   NYT: Brazil’s President Lula Is Staging a Comeback. Can He Bring the Country Along?

•   NYT: As China Speeds Up Nuclear Arms Race, the U.S. Wants to Talk

•   WP: Southern states fall behind in vaccinating kids as pediatric infections climb

•   WP: Biden administration focuses on booster shots as best strategy against new coronavirus variant

•   WP: Midterms weigh on Biden?s challenge, gamble and wish

•   WP: Democratic midterm fears mount as policies fail to resonate with voters

•   WP: China's new data protection law adds to challenges for foreign companies

•   FT: Pandemic focus swings from Europe to southern Africa

•   FT: WHO calls for balanced response to new virus variant

•   FT: Drugmakers race to test vaccines against new coronavirus variant

•   FT: Draghi urges EU to confront ‘inevitable’ reform of fiscal rules

•   FT: EU to move away from country-wide travel restrictions

•   FT: From cannabis to refugees, Scholz plans to leave progressive mark on Germany

•   FT: Europe dashes for booster jabs amid surge in Covid cases

•   FT: Vestager urges European legislators to push through rules to regulate Big Tech

•   FT: Franco-British ties take new turn for worse over Channel migrants

•   FT: Countries ban travellers from southern Africa over Covid variant

•   FT: Boris Johnson announces measures to contain spread of Omicron variant

•   FT: England to introduce new Omicron restrictions from Tuesday

•   FT: Bank of England chief economist backs case for raising interest rates

•   FT: Jay Powell, an undogmatic and strong-willed Fed chair

•   FT: South African anger over ‘rushed’ Covid travel restrictions

•   FT: China says zero-Covid policy will protect it against Omicron variant

※   CCDC: Perspectives: On Coexistence with COVID-19: Estimations and Perspective

•   FT: Marcos Jr’s presidential bid stirs painful memories in Philippines

•   FT: Is Turkey on the brink of hyperinflation?

•   FT: Tesla forced to turn down €1.1bn in EU support for German battery plant

•   FT: Petrobras doubles down on hydrocarbons as part of $68bn investment plan

•   Bloomberg: Fauci Says Omicron Likely More Contagious So Get Vaccinated

•   Bloomberg: Scott Gottlieb Says Travel Restrictions Are Counterproductive

•   Bloomberg: When to Get Covid Booster Shot? Doctors Suggest a Six-Month Interval

•   Bloomberg: WTO Postpones Geneva Ministerial Meeting Over Virus Concerns

•   Bloomberg: El-Erian Says Fed Should Recognize Inflation Isn’t Transitory

•   Bloomberg: Biden Talked Inflation with Fed, Upcoming Picks to Share Concern

•   Bloomberg: American to See Pump Prices Fall `Before Long,' Biden Says

•   Bloomberg: Bostic Plays Down Risk From New Variant, Is Open to Faster Taper

•   Bloomberg: Russia Says U.S. Forcing Its Diplomats Out as Tensions Escalate

•   Bloomberg: Europe’s Energy Crisis Is About to Get Worse as Winter Arrives

•   Bloomberg: U.K. and EU to Continue Post-Brexit Talks on Northern Ireland

•   Bloomberg: Future of ECB Stimulus Becomes Clearer Before December Meeting

•   Bloomberg: Taiwan Sees Biggest Flyby of Chinese Warplanes Since October

•   Bloomberg: Taiwan GDP Forecast Raised to Fastest Growth Since 2010

•   Bloomberg: PBOC Official Says China to Maintain Ample Liquidity: Sina

•   Bloomberg: Charting Global Economy: Latin America at Top of Inflation Wave

•   Bloomberg: Modi's Reform Momentum Has Hit Major Political Road Bumps in India

•   Bloomberg: Indian Farmers Pressure Modi for More After Forcing His Retreat

•   Bloomberg: Bears Rule Emerging Markets as Central Banks Battle New Variant

•   Bloomberg: Inflation and the Fed is the Focus for Bond Traders

•   Bloomberg: OPEC+ Moves Technical Meetings for Time to Review Market Rout

※   OPEC+ is moving two technical meetings to later this week after oil’s rout last Friday

•   Bloomberg: OPEC+ Leans Toward Ditching Output Hike as Oil Sinks on Virus

•   Bloomberg: OPEC+ Likely to Be Cautious on Oil Demand at Meeting, Vitol Says

•   Bloomberg: Italy Green Hydrogen Specialist Industrie De Nora Eyes 2022 IPO

•   Reuters: WHO says it is not yet clear if Omicron causes more severe disease

•   Reuters: Germany says working with U.S. on Nord Stream 2 deal

•   Reuters: ECB's Lagarde says euro zone in better shape facing new COVID wave, Omicron variant

•   Reuters: ECB sticks to ending emergency support in March despite new COVID threat

•   Reuters: South Africa mulling compulsory COVID-19 jabs for some places, activities

•   Reuters: India's Modi orders review of reopening on Omicron COVID concerns

•   Reuters: India to push for patent waiver for COVID-19 vaccines at WTO

•   Reuters: Analysis: New COVID scare sparks rate rethink in markets

•   Reuters: Analysis: Less said the better? Bank of England considers communication reset

•   Reuters: U.S. oil drilling review proposes higher fees, development curbs

•   Reuters: Xiaomi to open car plant in Beijing with annual output of 300,000 vehicles - Beijing govt

•   AP: Fauci fires back at Cruz over COVID claims about Chinese lab

•   AP: EXPLAINER: Can world powers curb Iran in new nuclear talks?

•   CNBC: Vaccine makers move quickly against new omicron Covid variant, testing already under way

※   Pfizer and BioNTech are investigating the new, heavily mutated variant of the virus that causes Covid-19, the companies said Friday morning.

•   CNBC: Moderna says an omicron variant vaccine could be ready in early 2022

※   Moderna’s Chief Medical Officer Paul Burton said Sunday the vaccine maker could roll out a reformulated vaccine against the omicron coronavirus variant early next year.

•   CNBC: The current inflation run is similar to other episodes in history, but with important differences

•   MarketWatch: Here’s what the Black Friday carnage may mean for the stock market’s trade Monday, analysts say

•   MarketWatch: The U.S. stock market suffers ugly Black Friday selloff. Here are the biggest losers (and the winners).

•   Hill: Poll: Harris, Michelle Obama lead for 2024 if Biden doesn't run

•   SCMP: Which Chinese military units are expanding while others are shedding troops?

•   SCMP: Will China’s social distancing on world stage stand remote chance of success?

•   SCMP: Omicron response: China to wait, see and keep up tough zero-Covid rules, experts say

•   SCMP: China’s housing market slump, power crisis lead to first drop in carbon emissions since Covid-19 economic recovery

•   SCMP: Beijing looks into setting up digital asset exchange to push the e-yuan

•   SCMP: China coal: Beijing blasts coal index providers as it moves to keep price within ‘reasonable range’

•   SCMP: China’s world-class business environment plans ‘address’ some concerns, but ‘implementation key’

•   SCMP: EVs, 5G set to spearhead China’s ‘moderately excessive’ infrastructure push amid economic slowdown concerns

•   SCMP: How a Chinese Covid-19 drug was created in an instant – after years in the making

•   SCMP: Coronavirus Hong Kong: Omicron variant must be kept out of community, experts say; city confirms 3 new cases

•   Caixin: China’s Goods Exports Face Increasing Headwinds, Ministry Warns

•   Nikkei Asia: Japan's Kishida urges companies to raise wages 3% or more

•   Nikkei Asia: Chinese EV maker Nio to expand into five new European countries

•   Mainichi: Asia, Europe leaders meet virtually as China looms large

•   Economic Times: What next for markets? Omicron puts India's comeback story back in uncertain territory

•   OilPrice.com: Brazil’s Oil Major Plans To Invest $68 Billion In Boosting Production

•   OilPrice.com: Norway’s Oil Boom Is Only Just Beginning

•   MINING.com: RANKED: World’s top 10 biggest mines by tonnes of ore mined

•   Equipment Journal: Volvo CE performs world’s first high-lift tele-operation over 5G network

•   매경: 1주택자 양도세기준 12억으로…반년만에 여야 합의

•   매경: 공시가 대신 취득가로…종부세과세 개편 제안

•   매경: "내 학벌론 취직 못해"…젊은 사장 늘었지만 폐업은 더 늘어

•   매경(P1): [단독] 이재명, 김포공항 자리에 신도시 검토…"최대 20만가구 공급 가능"

•   매경(P1): '오미크론' 막아라…8개국 외국인 입국금지

•   매경: '오미크론 쇼크' 일파만파…"코스피, 2810 갈 수도"

•   매경: 한국 2차접종 91%지만…전문가 "오미크론 오면 집단면역 실낱 희망 사라져"

•   매경: [단독] 신재생 과속하더니…어민 의식한 해수부 반대에 해상풍력 제동

•   매경: 자금력 갖춘 한전 해상풍력 노리자…풍력협회 "산업 생태계 교란" 반발

•   매경: '재건축 극과 극' 李, 아파트분양가 더 누르고…尹, 안전진단 문턱부터 완화 [스페셜 리포트]

•   매경: "스웨덴·오스트리아, 상속부담 없앴더니 국가경제 큰 도움"

•   매경: "이자부담 어쩌나" 대출상품 10개중 8개가 변동금리

•   매경: 베트남서 중국백신 맞고 4명 사망…긴급 접종중단

•   한경(P1): '방역패스' 유효 기간 6개월 검토

•   한경: "방역패스 확대" vs "자영업자 또 희생"…방역강화 수위 고심

•   한경: 방역패스 유효기간, 유럽은 9개월로 정했는데…한국은 6개월 검토 중

•   한경: '하루 1만명' 감당할 수 있다더니…4000명대 확진에 의료체계 휘청

•   한경(P1): LS '구자은 시대'…9개사 CEO 교체

•   한경: "단 3일 만에 130% 수익"…'박스피' 지친 동학개미 몰린다

•   한경: 은행, 이번엔 예적금 금리 최대 0.4%P 인상…대출자 불만 의식했나

•   한경: "2050년 청정수소 100%"…실현 방안은 있나

※   산업부: 김부겸 국무총리, ｢제1차 수소경제 이행 기본계획｣ 등 청정수소경제로의 대전환 위한 청사진 제시

•   한경: 중저가 폰에 대용량 배터리…삼성, 갤럭시A에 힘준다

•   한경: 반도체株 팔아치우던 외국인, 삼성전자·하이닉스 1.9조 매수

•   한경: 반도체 기판株 훈풍…"내년은 더 좋다"

•   한경: 세계 최대 청정수소 공장…SK E&S, 보령에 짓는다

•   한경(P1): '대체 불가능한 인기'…나이키·네이버도 '뭉칫돈' 푼다

•   한경(P1): LG 스타일러·냉장고 탑재…'아이오닉7' 바퀴 달린 집 된다

•   한경(P1): 서울 종부세 대상 10명 중 6명은 '1주택자'

※   기재부: [보도참고] '21년 비수도권 주택분 종부세 다주택자·법인 비중

•   한경: 종부세 폭탄' 최대 피해자, 다주택자 아니라고?…대체 누구길래

•   한경: 주민과 상생…코오롱 참여형 풍력발전 '순풍'

•   한경: "탄소배출권 비용 반영하면 中 제품 가격경쟁력 떨어질 것"

•   한경: 삼성, 차세대 QD OLED 양산 시작

•   한경: 공정위 "규제 대상 플랫폼 30개→18개로"

•   한경: "손님 늘까 싶어 알바도 뽑았는데…" 자영업자들 다시 한숨

•   한경: 안철수, 5·18 묘지 찾아 '호남 구애'…김동연은 고향 충청서 '창당 작업'

•   서경(P1): "차기 정부는 연금개혁부터"···학자들 마지막까지 일침

•   서경: "차기정부, 더 내고 덜 받게 국민연금 재설계해야"

•   서경: "탄소중립, 원전과 함께 가야"

•   서경: 홍남기 "서발법, 반대·미룰 이유 없어···국회 통과 시급"

•   서경(P1): [단독] 삼성도 '거점 오피스' 전격 도입

•   서경: [단독] 삼성전자, 승진 연한·직급노출 없애 파격 발탁···자율·유연 근무 확대도

•   서경(P1): [단독] SK스퀘어 첫 베팅 '코인거래소' 택했다

•   서경: [단독] 재계 3위의 '가상세계' 도전···메타버스·NFT시장 폭발하나

•   서경: 8년만에 도마 오른 '타임오프제'···노사 갈등 새 불씨 되나

•   서경: “차기정부, GVC 재구축 위한 민관합동 콘트롤타워 만들어야”

•   서경: 기업은 협업·정부는 세제 뒷받침···'저감기술 사업화' 숙제 푼다

•   서경: 내년 노인일자리에 1.4조 투입···文정부 임기 말까지 '재정중독'

•   서경: 글로벌 신차 20종 출시···내년 전기차시장 불붙는다

•   서경: 미래서 온듯한 럭셔리 전기차···전시관선 '로봇개'가 반겨주네

•   서경: [서경스타즈IR] "D램값 오를 일만"...SK하이닉스, 역대급 실적 계속된다

•   조선(P1): 점심시간 잡아먹던 식당 줄서기 안녕~

•   조선: 전문가 “내년초 하루 확진 2만명 넘을수도”

•   조선: “부스터샷 맞고싶다”는데… 두달새 모더나만 107만회분 버려졌다

•   조선: [아무튼 주말] 1970년대생을 스킵하라? “회사에서도 정치판에서도 소외받는다”는 그들

•   조선(P1): “원전이 미래” 115년간 쓸 방폐장 짓는 프랑스

•   조선: 국내 사망자 첫 연이틀 50명대… 오늘 대책발표

•   조선: 산업용 요소로 차량용 요소수 제조 가능

•   조선: 등유는 쏙 뺀 유류세 인하, 서민들 ‘난방 대란’

•   조선비즈: [단독] 檢, 중대재해법 논의 과정서 빠진 ‘발주처 대표’까지 겨눈다... 수사지침 검토 중

•   조선비즈: 삼성 ‘갤럭시 S22′ 들어갈 차세대 퀄컴 칩 공개 임박

•   조선비즈: 삼성·TSMC 초미세공정 경쟁 치열… 모바일 AP 4나노 적용

•   인베스트조선: CATL-LG엔솔-SK온 프리 IPO까지…물고 물리는 전기차 배터리 밸류

•   중앙: 나이 들어 고달픈 대한민국…빈곤율도 고용률도 세계 1위

•   동아: “중대재해처벌법 내년 시행, 한국 투자 매력 떨어뜨릴 것”

•   동아: [인사이드&인사이트]“전기차, 안전에 성패 달려”… 업계, 화재방지 4중 장치 등 총력

•   문화(P1): 이제 와서야… ‘경제안보 핵심품목 선정’ 첫 회의

•   문화: 리튬·마그네슘 등 ‘中의존’ 심각…품귀땐 미래車·전지 ‘직격탄’

•   문화(P1): 前 기업총수·국민 상담사… 李·尹, ‘새 얼굴 영입’ 전쟁

※   민주당은 이와 별도로 재벌가 출신으로 대기업 회장을 지낸 A 씨와 접촉했으나 영입에는 실패한 것으로 전해졌다. A 씨는 평소 합리적이고 소탈하다는 평가를 받아 왔다.

•   국민: 부동산까지 번진 ‘메타버스·NFT 투자 열풍’… 안전성엔 물음표

•   국민(P1): ‘이상한 세금, 수천만원 더 내라?’ 종부세 정체성 논란

•   국민: [단독] 강남 산부인과서 신생아 확진… 간호사 감염 영향 추정

•   서울(P1): 팔지도 사지도 못하는 부동산… ‘트리플 압박’에 꽉 막힌 출입구

•   서울: 정부 “집값 조정 국면” 전문가 “여전히 상승 중”

•   머니투데이(P1): 내년 기후대응 예산 2조원?...70%가 '간판'만 바꿔단 기존 사업

•   머니투데이: 20억 예산 잡아놓고 1억도 못 썼는데..."내년에 또 20억 줘요"

•   머니투데이: "나라경제 3분의 1 맞먹는 예산, 회의록도 안 쓰고 '밀실'서 뚝딱"

•   머니투데이: 기재부는 왜 이틀 먼저 종부세를 공개했을까[세종썰록]

•   머니투데이: 이재명·윤석열 누가 돼도 '금융위 해체'?

•   머니투데이: '윤석열'의 이석준 vs '이재명'의 하준경…'경제 브레인'의 전쟁

•   머니투데이: "연말에 삼성전자 사라"…증권가가 말하는 2가지 이유

•   파이낸셜뉴스(P1): 전기차 '리콜 배터리' 재사용 막혀 헐값 폐기 [길잃은 '사용 후 배터리시장']

•   파이낸셜뉴스: 환경·경제성 일석이조 산업인데… 규정조차 없어 자원 낭비 [길잃은 ‘사용후 배터리시장’]

•   파이낸셜뉴스: 잔존용량 70~80% 땐 전기차엔 못써... 고출력 아닌 용도로는 10년 더 사용 [길잃은 ‘사용후 배터리시장’]

•   파이낸셜뉴스: 외국인, 韓경제 안정성에 베팅... 올해 원화채 108조어치 '폭식' [마켓워치]

•   파이낸셜뉴스: 껑충 뛴 물가에… 가계대출 총량 증가율 높여 숨통 터주나 [대출규제 소폭 완화 가능성]

•   아시아경제: [중소기업하기 힘든 나라]④'ESG' 준비는 부족, 규제는 우왕좌왕

•   디지털타임스(P1): [기획] 줄소송에 이자부담까지 자영업자 운다

•   이데일리(P1): '반도체 지원은 특혜' 정치논리에…기업만 '고군분투'

•   이데일리: 말로는 지원, 뚜껑 열면 한숨…"법인세 최저한세제 폐지해야"

•   이데일리: "오미크론 불확실성에 긴축 스케줄 꼬여…연준 손발 묶였다"

•   이데일리: 화물연대 2차 파업 예고에 시멘트·레미콘 '초긴장'

•   연합: 오후 9시까지 2천776명 확진…어제보다 408명 적어

•   연합: 수출기업 92.6% "한일 경제협력 필요"…관계개선엔 비관전망 우세

•   연합: 전경련 "코로나19 직격탄에 숙박·음식점업 절반이 한계기업"

•   아주경제: [브랜드 이야기] 두산의 ‘두산밥캣’, 이유 있는 세계 최초·최고 장비社 명성

•   뉴스웨이: 경영권만 넘긴 두산···두산건설 무늬만 매각?

•   에너지경제: 한전-발전자회사 정산조정계수 조정 ‘꿈틀’…또 실적 분식?

•   에너지경제: [팩트체크] 英 런던 사례로 본 탄소중립의 진실…시민들 "전기료 급등에 중산층도 타격"

•   에너지데일리: “2030년까지 석탄발전이 재생에너지로 전환되면 83만개 일자리 추가 창출된다”

•   전자신문: 주 2일 출근·3일 재택…휴양지 '워케이션' 확산

•   전자신문: [세종만사]탄소중립정책 시동거는 산업부, 분주한 연말

[Opinions]

•   Project Syndicate(Jeffrey Frankel): Not That Seventies Inflation

•   Project Syndicate(Willem H. Buiter): The Case Against Green Central Banking

•   Project Syndicate(Joschka Fischer): Xi's Backward Odyssey

•   FT(Editorial Board): Turkey’s currency crisis is of Erdogan’s making

•   FT(Editorial Board): Worrying new strain shows the virus is not beaten

•   FT(Edward Luce): Inflation always punishes America’s left

•   FT(John Plender): The poisoned chalice of the Fed chair job

•   FT(Merryn Somerset Webb): Investors need to pay attention to the capital cycle

•   FT(Izabella Kaminska): The metaverse is just the latest incarnation of Las Vegas

•   FT(Ali Bagheri Kani): Iran nuclear negotiator: Talks must address removal of sanctions

•   FT(Lex): China tech: round two of government crackdown will generate more losers

•   FT(Lex): Coronavirus: new variant cools inflation embers

•   WSJ(Editorial Board): An Honest Score for the Spending Bill

•   WSJ(Editorial Board): The Omicron Variant Panic

•   WSJ(Editorial Board): Stupid Inflation Tricks

•   WSJ(Editorial Board): Iran Has Biden’s Nuclear Number

•   WSJ(James Freeman): The Biden Era of Greed?

•   WSJ(Holman W. Jenkins, Jr.): Is This a ‘Normal’ Covid Winter?

•   WSJ(Sadanand Dhume): Narendra Modi Surrenders to the Farmers

•   WSJ(Nicholas Eberstadt): South Korea Wants to Declare Peace—Without Peace

•   WSJ(Reuel Marc Gerecht, Ray Takeyh): Iran’s Nuclear Negotiators Make the U.S. Sit at the Kiddie Table

•   NYT(JoAnna Novak): We’re Longing for the One Thing the Metaverse Can’t Give Us

•   NYT(Zeynep Tufekci): Omicron Is Coming. The U.S. Must Act Now.

•   NYT(Ashish Jha): 3 Questions We Must Answer About the Omicron VariantBy ASHISH JHA

•   WP(Editorial Board): Germany’s new government creates an opportunity for rekindled transatlantic cooperation

•   WP(Editorial Board): The omicron variant is raising alarms. The covid-19 pandemic is not over.

•   WP(Megan McArdle): The U.S. must defend itself from the omicron variant — without resorting to lockdowns

•   Bloomberg(Mohamed A. El-Erian): Omicron Covid Variant Resurrects the Risk of U.S. Stagflation

•   Bloomberg(David Fickling, Brooke Sutherland, Daniel Moss, Tom Orlik): Supply Chain Shortages Are at Historic Levels. Will They Peak Before Christmas?

•   Bloomberg(David Fickling): Covid Will Keep Spawning Variants Like B.1.1.529 Till the World Is Immune

•   Bloomberg(Andy Mukherjee): Modi's Reform Momentum Has Hit Major Political Road Bumps in India

•   Bloomberg(Julian Lee): New Coronavirus Variant, Biden Stockpiles Put Pressure on OPEC+ Oil Producers

•   Bloomberg(Andreas Kluth): Biden's Summit for Democracy Will Fail if It's the Equivalent of a Photo-Op

•   Bloomberg(Therese Raphael): Omicron Is a Warning That We Are Nowhere Through With the Covid-19 Pandemic

•   Bloomberg(Hussein Ibish): Saudis and UAE Are Caught in the Middle of the U.S.-China Cold War

•   Bloomberg(Mark Gilbert): Latest Covid Mutation B.1.1.529 Highlights Vaccine Inequity

•   Bloomberg(Lara Williams): Omicron Looms Over Great Resignation, Lie Flat Worker Movements

•   MarketWatch(Brett Arends): 10 reasons not to panic about inflation just yet

•   한경(강동균): 세계를 강타한 친환경의 역설

•   한경(한상춘): 오미크론發 스태그플레이션…'공정경제'가 답이다

•   동아(사설): 李 “탄소세로 30조∼64조” 이러다간 제조업 뿌리 흔들릴 것

•   문화(사설): 탈원전 비용 결국 국민에 전가…차기 정부서 책임 물어야

•   국민(사설): 탈원전 손실 비용을 국민에 떠넘기다니

•   파이낸셜뉴스(사설): 탄소세로 기본소득? 기업이 무슨 죄인가