Business Intelligence Monitor 211230

(Introduction)

[Markets]

•   Global: Global equities waver, oil up as investors weigh Omicron impact

•   Metals: Copper touches one-month high on year-end trading and arbitrage

•   Grains: Soybeans and corn futures rise on South American weather questions

•   한국: 코스피 배당락 효과에 하락, 2,990대 마감…개인 3조원 순매수

[Indicators]

•   US Nov. Goods trade balance: U.S. Merchandise-Trade Gap Widens to Record as Imports Surge

•   US Nov. Pending home sales: U.S. Pending Home Sales Unexpectedly Decline on Low Supply

•   Vietnam Q4 GDP: Vietnam’s Economy Expands in 4Q as Manufacturing Revives

•   Russia Dec. CPI: Russian Inflation Exceeds Estimate Following Big Key-Rate Hike

•   한국 10월 인구동향: 10월 출생아 또 역대 최저… 2년째 인구 자연감소

•   한국 11월 무역지수 및 교역조건: 11월 수입금액지수 역대 최고치

[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: With Omicron Case Rates Surging, Policy Makers Focus on Hospitalizations

※   New daily infection records reported in U.S. and Europe

•   WSJ: Covid-19, Inflation Make a Mess Out of Predictions

•   WSJ: Biden and Putin to hold telephone talks as Ukraine tensions rise

※   Call will be second by the leaders this month and comes as Russia continues a military buildup near Ukraine and issues sweeping security demands

※   White House: Background Press Call by a Senior Administration Official on President Biden’s Upcoming Call with President Putin of the Russian Federation

•   WSJ: IPOs Had a Record 2021. Now They Are Selling Off Like Crazy.

•   WSJ: Cash Floods Municipal-Bond Market

•   WSJ: Google and Tech Rivals Tap Cash Reserves to Realize Cloud Ambitions

•   WSJ: The Metaverse Isn’t Quite Ready for You, but Your Investment Is Welcome

•   WSJ: Jet Stream Adds to Airline Challenges as Flight Cancellations Continue

•   WSJ: Facebook’s Pushback: Stem the Leaks, Spin the Politics, Don’t Say Sorry

•   WSJ: Amazon Turnover Presents Organizing Challenge for Expected Alabama Election

•   WSJ: The Supply-Chain Crunch Is Like a Traffic Jam. Allow Us to Explain.

•   NYT: Omicron Is Not More Severe for Children, Despite Rising Hospitalizations

•   NYT: What Social Trends Told Us About the American Economy in 2021

•   NYT: What a Year of Brexit Brought U.K. Companies: Higher Costs and Endless Forms

•   NYT: Covid-19 Pandemic Gives New Hope to One of the World’s Fastest-Shrinking Countries

•   NYT: Who Invented Covid-19 Vaccines? Drugmakers Battle Over Patents

•   WP: The most unusual job market in modern American history, explained

•   WP: As U.S. pushes a shift toward electric cars, where should the chargers go?

•   FT: WHO warns of a ‘tsunami of cases’ from Omicron and Delta variants

※   Infections hit record highs in US and France as authorities worry about pressure on healthcare systems

•   FT: Brussels urges Chile’s incoming president to endorse EU trade deal

•   FT: Businesses struggle to prepare for UK’s post-Brexit import controls

•   FT: UK government seeks to soften blow to households of £100 levy on energy bills

•   FT: Covid test shortages persist as UK case numbers soar to new record

•   FT: Imran Khan pushes Pakistan austerity measures to revive $6bn IMF package

•   FT: Japan’s PM to visit Australia next week to discuss Indo-Pacific security

•   FT: Russian civil rights group vows to preserve archive of Soviet-era abuse

•   FT: Israeli defence chief meets Palestinian leader in attempt to counter Hamas

•   FT: Hedge funds bet against market pessimism on US economic outlook

•   FT: Northvolt becomes first in Europe to produce battery cell

•   FT: Elon Musk rejects claims his satellites are squeezing out rivals in space

•   Bloomberg: How Errors, Inaction Sent a Deadly Covid Variant Around the World

•   Bloomberg: Covid Deaths Fall in U.S. Even as Omicron Spread Continues

•   Bloomberg: Nord Stream 2 Ready for Gas Exports Yet Legal Hurdles Remain

•   Bloomberg: Inflation Surge Puts U.K. on Track for the ‘Year of the Squeeze’

•   Bloomberg: China Recommits to Covid Zero Amid Festering Xi’an Outbreak

•   Bloomberg: China’s Covid Rules Led Fugitive to Surrender After Three Years

•   Bloomberg: Hong Kong’s Last Major Pro-Democracy Outlet Shuts After Arrests

•   Bloomberg: Turkey Doubles Down on Lira-Deposit Plan Even as Currency Slides

•   Bloomberg: Omicron Yet to Curb Driving Across Most of Asia in Boon for Oil

•   Bloomberg: Chinese Oil Refiners in Limbo as Beijing Delays Releasing Quotas

•   Bloomberg: China Vows to Cut Carbon Emissions From Aluminum by 5% by 2025

•   Bloomberg: Micron Says Output at Chinese Facility Hit by City’s Shutdown

•   Reuters: Germany, France, Britain, U.S. discuss Ukraine crisis, Iran nuclear talks

•   Reuters: Russia, U.S. officials say they're coordinating on Iran nuclear talks in Vienna

•   Reuters: China warns of "drastic measures" if Taiwan provokes on independence

•   Reuters: Saudi Arabia may set deep crude price cuts for Asia in February

•   Reuters: Infineon sees supply bottlenecks until end of 2022 - Handelsblatt

•   Reuters: Analysis: No tests, no problem? Experts question new U.S. CDC policy on COVID isolation period

•   Reuters: Analysis: New Xinjiang chief expected to maintain policies, boost economic focus

•   Reuters: Analysis-No tests, no problem? Experts question new U.S. CDC policy on COVID isolation period

•   CNN: America runs on bad jobs

•   CNBC: Fauci predicts omicron Covid wave will peak in U.S. by end of January

•   CNBC: Europe’s $12 billion Tesla battery rival produces its first lithium-ion cell

•   CNBC: Biden advisor’s brother plans to lobby for Taiwan company that developed Covid-19 vaccine

•   CNBC: What will the 2022 housing market look like? It could ‘come back down to sanity’

•   CNBC: Market gains may be harder to come by in 2022, but it could still be a positive year

•   SCMP: China hits back at ‘double standards’ amid US tech war, Washington’s nuclear weapon concerns

•   Global Times: Exclusive: China, Russia to sign new 5-year space cooperation program, build intl lunar station by 2035: Roscosmos

•   Caixin: Chinese Automaker Chosen for Waymo’s Self-Driving Car Fleet

•   Caixin: Xi’an Authorities Struggle to Figure Out How Covid Swept Through City

•   Caixin: Unigroup Clears Major Hurdle in Massive Revamp

•   Nikkei Asia: Booster shot increases COVID antibodies 45-fold: Japan hospital

•   Nikkei Asia: Foxconn, Apple say India iPhone plant's dorms are inadequate

•   Nikkei Asia: Analysis: China's mandarins face 25% pay cut as 'alchemy' fades

•   Economic Times: Omicron threatens near term economic prospects: RBI report

•   Power Engineering: 5 trends to watch as the electric sector transition accelerates

•   Robotics & Automation News: 2022 energy forecast: Ultra-dense power delivery networks are re-shaping the future of drones and robotics design and development

•   Robotics Tomorrow: 2021 Top Article - Sustainable Supply Chains in the Era of Industry 4.0

•   Robot Report: 12 most memorable robotics moments of 2021

•   매경(P1): 툭하면 셧다운 중국…삼성 반도체공장마저 전격 감산

•   매경: 삼성도 6일밖에 못 버텼다…봉쇄 길어지면 또 반도체 대란

•   매경: 전세계 中企 공급망 붕괴 아우성…"구매비 증가, 제일 힘들다"

•   매경(P1): 대한항공·아시아나 합병…'노선 조정' 조건부로 승인

•   매경(P1): 朴법무 "중대재해법 양형기준 높이겠다"

•   매경: 미국진출 한국기업 83% "규제걱정 적어 미국서 투자 늘릴 것"

•   매경: KDI "교육교부금 전면개편땐 해마다 25兆 재정 아낄수 있어"

•   매경: 탄소배출 없앤 철강 생산 추진…'꿈의 수소환원제철소' 도전

•   매경: 세계 최대 액화수소 공장 조성…수소경제 발판 만든다

•   매경: 누리호·백신·오미크론·메타버스…올해 과학계 수놓은 10대 뉴스

•   한경(P1): [단독] 삼성, 글로벌 제약사 美 바이오젠 인수 나섰다

•   한경: 바이오를 '제2 반도체'로…삼성, 6년 만에 '통큰 M&A' 시동

•   한경: 글로벌 제약·바이오 업계 19위 매출 134억弗…유한양행의 10배

•   한경(P1): 하워드 막스 "증시 하락해도 기술株 홀딩하라"

•   한경: 하워드 막스 "내년 금리 올라도 충격 작을 것…증시 떠나지 말고 머물러라"

•   한경: 손경식 "5인 미만 사업장, 근로기준법 적용 우려"

•   한경: 中企 도와 온실가스 줄이면 대기업 감축 실적으로 인정

•   한경: "中 추격 두렵지 않아"…'접히는 갤럭시' 422만대 팔렸다

•   한경: 올해 아파트 입주물량 6년 새 최저

•   서경(P1): 쪼그라드는 금융산업···'성장판' 다시 열어라

•   서경(P1): 탈원전 폐기' 선언한 윤석열 "신한울 3·4호기 건설 재개"

•   서경(P1): 재택치료 3만명 달하는데 관리 '구멍'

•   서경(P1): 10배 늘어난 '답정너' 연구용역···정책, 산으로 간다

•   조선(P1): 거리두기 2주 연장 유력... 당정, 4차 접종도 검토

•   조선(P1): [NOW] 찬밥 신세된 디젤… 수입차까지 “떨이요”

•   조선: 집값 상승세 둔화되자… 지자체들 앞다퉈 “규제지역 풀어달라”

•   조선: 경제계 신년인사회, 文대통령 5년 연속 불참?

•   조선비즈: 美 이어 유럽도 “원전은 친환경”… 수혜 기대하는 국내 원전업계

•   조선비즈: “부동산 버블 붕괴시 성장률 -3%”…정부 ‘집값 고점론’ 배경에 한은 보고서 있었다

•   조선비즈: ‘탄소배출 0′ 노르웨이産 원유 인기… “올 수입량 역대 최고”

•   조선비즈: 애플, 아이폰 유심칩 없애고 e심 도입 속내는… 판매 다양화 전략?

•   조선비즈: 삼성이 키운 폴더블폰 시장, 중국 천하 되나

•   조선비즈: LG전자 스마트폰 철수 후, 임원 20명 중 15명 나갔다

•   조선비즈: 통신 3사, 28㎓ 5G 기지국 의무이행률 0%대…“10%미만시 주파수 할당 취소”

•   중앙(P1): 오미크론 감염도 3~4시간 내 확인…오늘부터 새 PCR

•   중앙: 동네 호프집·노래방 줄폐업…반도체·철강 직원들은 보너스

•   동아(P1): 집 팔 사람 “양도세 내린 뒤”… 살 사람은 “집값 더 내려야”

•   동아: 통신4사 망 연결해 ‘인터넷대란’ 방지… 업계 “3년전 대책 반복”

•   동아: 동학개미, 올해 73조 넘게 사들이고… 외국인, 25조 ‘셀코리아’

•   세계: 美싱크탱크 “北, 한국 대선 앞두고 도발 우려”

•   경향: “핵폐기물, 원전시설 내 임시 저장은 미봉”

•   머니투데이(P1): [단독]SK하이닉스, 인텔 낸드 인수 30일 1차 완료…올해 실적도 품는다

•   머니투데이(P1): 소부장 갈등 딛고...SK·日 울산에 반도체소재 합작공장 짓는다

•   헤럴드경제(P1): ‘신용대출 연봉 한도 제한’ 내년 하반기 풀린다

•   파이낸셜뉴스(P1): 'K-테크' 총집결… TV·모빌리티 미래 연다 [미리보는 CES 2022]

•   파이낸셜뉴스: "中 생산자·수출물가 오르면 국내 소비자가격 상승"

•   아시아경제(P1): "음료에 가공식품까지" … 새해 벽두, 생활물가부터 오른다

•   아시아경제: 올해도 매달 오른 밥상물가, 내년엔 국밥 한그릇 만원

•   이데일리(P1): 건설현장 안전관리 비상..중소건설사 줄도산 우려

•   이데일리: [단독]5대 은행, 내년 가계대출 더 조인다...총량한도 축소

•   이데일리: “기업들 내년 3월까지 40만명 뽑는다”…대부분 구직자 기피 일자리

•   연합: 오후 9시까지 전국서 4천533명 확진…어제보다 178명 적어

•   연합: 車반도체 수급난에 출고지연 심화…2개월전보다 대기기간 길어져

•   더구루: [단독] ㈜한화, 중동 협동로봇 시장 진출…UAE 물류기업과 맞손

•   에너지경제: [2021 에너지산업 결산 ④ 가스업계] 수급불안·도입경쟁 과열 속 '수소사업' 확대 희망

•   전자신문(P1): 삼성 278조, LG 73조 매출 예상...창사 이래 최고 실적

•   로봇신문: 中 정부, 14차 5개년 '로봇산업 발전계획' 발표

[Opinions]

•   Project Syndicate(Nouriel Roubini): Clouds Over 2022

•   Project Syndicate(Michael Spence): Is Strategic Cooperation with China Possible?

•   Project Syndicate(Safura Abdool Karim): The Mutation of Vaccine Apartheid

•   FT(Editorial Board): A twin-track strategy to deter Vladimir Putin

•   FT(Editorial Board): Biden’s disappointing first year in office

•   FT(Ben Hall): France is heading to the right even if Emmanuel Macron wins

•   FT(Kathrin Hille): US shows China its hand on strategic value of ‘unsinkable’ Taiwan

•   FT(Miranda Green): Year in a Word: Booster

•   FT(Lex): Carbon pricing: twists on the winding road to net zero

•   WSJ(Holman W. Jenkins, Jr.): Waiting With Biden

•   WP(Henry Olsen): 5 elections around the world to watch in 2022

•   WP(Dana Milbank): This is the worst economy we never had

•   WP(Jennifer Rubin): Four foreign policy challenges will test Biden’s worldview in 2022

•   WP(Perry Bacon Jr.): 10 positive things that happened in American politics in 2021

•   Bloomberg(Daniel Moss): Daniel Moss’s View to 2022: The New War on Inflation

•   Bloomberg(Stephen L. Carter): What to Expect From the World in 2022

•   MarketWatch(Paul Brandus): Which 'gray swan' risk could derail the U.S. economy and the stock market in 2022?

•   MarketWatch(Daniel Newman): These are tech's 10 megatrends for 2022 -- and the stocks to buy

•   MarketWatch(Bets Lillo): The supply-chain disaster is actually good news -- for these 3 reasons

•   Fox News(Liz Peek): Biden's first year a bust – here are 5 New Year's resolutions president should adopt, for all our sakes

•   한경(정의진): 5년간 이어진 전기료 거짓말

•   서경(사설): 뒤늦게 “원전이 환경에 유리”···이젠 탈원전 접어야

•   문화(사설): 한수원도 ‘원전은 친환경’…엉터리 K택소노미 접으라

•   파이낸셜뉴스(김승완): 탄소중립으로 가는 발사체, 전기요금 정상화