Business Intelligence Monitor 211231

(Introduction)

[Markets]

•   Global: Investor optimism lifts global stocks amid fresh U.S. jobs data

※   orld stock markets tick up; U.S. dollar rises

※   Tech boom leads Wall St indices to record highs

※   Global COVID-19 infections hit record peak over 7-day period

※   Oil on track to end year up more than 50%

•   Natural gas: European gas prices fall further in holiday period sell-off

•   Metals: Aluminium climbs after smelters curtail output due to power prices

•   Grains: Soybean, corn futures slide as Brazilian harvest begins

•   한국: 올해 증시 폐장…코스피 2,977.65로 약세 마감

•   한국: 삼성전자 감산 소식에 하이닉스 13만원 돌파

[Indicators]

•   US Weekly Jobless claims: Strong Labor Market in 2021 Faces Down Omicron Threat

※   Jobless claims fell last week and are trending near a half-century low

•   UK Dec. House prices: UK house prices rise at the fastest pace since 2006

•   한국 11월 산업활동동향: 기저효과 덕에 11월 산업생산 3.2%↑…경기 불확실성은 커져

•   한국 11월 금융기관 가중평균 금리: 연이자 5.16%…가계 신용대출 금리 7년 만에 최고

•   한국 주간 아파트 가격(부동산원): 강북구·도봉구도 집값 떨어졌다..성남시 수성구 1억씩 '뚝'

[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: U.S. Hits Record Number of New Covid Cases Twice in Same Week

※   Omicron surge continues as governments around the world ease self-isolation rules

•   WSJ: Covid-19 Rapid Test Shortages Seen Compounded by Slow Federal Action

•   WSJ: Covid-19 Testing Crunch Hampers Efforts to Curb Omicron Variant Surge

•   WSJ: Biden Aims to Cut Approval Times for New Power Lines

•   WSJ: Biden, Putin Talk as Russian Leader Seeks to Redraw European Security Arrangements

※   Moscow has built up troops near Ukraine and issued demands to NATO and the U.S.

•   WSJ: In a Wild Year for Markets, Stocks Pull Off Big Gains

•   WSJ: Gold Heads Toward Largest Percentage Decline Since 2015

•   WSJ: Some Companies Are Ready for Libor’s Demise, but Not All

•   WSJ: A Bad Year for Hydrogen Stocks Was a Good Year for Hydrogen Companies

•   WSJ: FAA Warns of Covid-19’s Impact on Staffing as Airlines Cancel Nearly 1,200 Flights Thursday

•   WSJ: How Elon Musk’s Software Focus Helped Tesla Navigate Chip Shortage

•   WSJ: Tesla Recalls Vehicles Over Camera, Front Hood Faults

•   WSJ: Didi’s Revenue Falls After Beijing’s Crackdown Hurts Its China Business

•   WSJ: Big Tech’s $10 Trillion Bet on Politics as Usual

•   NYT: F.D.A. Plans to Allow 12- to 15-Year-Olds to Receive Pfizer Boosters

※   Regulators will also allow even younger children with immune deficiencies to get an extra shot.

•   NYT: Covid vaccines rarely lead to problems in younger children, according to two C.D.C. reports.

•   NYT: See Where Virus Cases Are Rising Fastest as Global Count Tops One Million Per Day

•   NYT: J&J’s booster shot provides strong protection against severe disease from Omicron, a study says.

※   Two shots of the vaccine reduced the risk of hospitalization from the fast-spreading variant by 85 percent, a clinical trial found.

•   NYT: Ukrainians Set Sights on the New Year, Not a New War

•   NYT: U.K., With Surging Cases, Is on ‘War Footing’ Against Virus

•   NYT: India reckons with the possibility of a third wave of the virus.

•   NYT: The Metaverse’s Dark Side: Here Come Harassment and Assaults

•   WP: America slouches into a new pandemic year

•   WP: Beyond Glasgow, Kerry pushes to close emissions gaps

•   WP: Some governments are easing rules for isolation, citing dangers of economic and health-care strains from omicron spread

•   WP: GM heralded this plant as a model for its electric car future. Then its batteries started exploding.

•   FT: Global surge drives Omicron cases to record highs in 20 countries

※   Sharp rise in infections across four continents puts health systems under strain

•   FT: Vaccinating young children: Omicron raises pressure on policymakers

•   FT: France eases Omicron restrictions for Britons returning to EU homes

•   FT: UK Covid test shortages highlight pressure on supply chain as demand surges

•   FT: Dublin urges UK to end deadlock with EU over N Ireland

•   FT: S Korea trade minister calls for post-Covid focus on supply chain resilience

•   FT: Air strikes or invasion: what are Putin’s military options for Ukraine?

•   FT: Draghi boost as Italian parliament approves €32bn budget

•   FT: Dealmaking surges past $5.8tn to highest levels on record

•   FT: Business trends, risks and people to watch in 2022

•   FT: Electric vehicles: the carmakers wary of going ‘all in’ on batteries

•   Bloomberg: Global Economic Growth Set for 3.2% Pace in Next Decade

•   Bloomberg: Only 26% of World GDP to Come From Free Economies in 2050

•   Bloomberg: Americans Rebuff Omicron as Activity Picked Up in Christmas Week

•   Bloomberg: Los Angeles Port to Fine Carriers for Lingering Empty Containers

•   Bloomberg: France Faces Power Cuts in Case of a Cold Snap, Grid Says

•   Bloomberg: Hong Kong’s Media Crackdown Portends Tough 2022 for Free Press

•   Bloomberg: U.S. Calls on China to Stop Targeting Hong Kong Journalists

※   Secretary of State Blinken criticizes Stand News closure

•   Bloomberg: China Sees ‘Unprecedented’ Difficulty in Stabilizing 2022 Trade

•   Bloomberg: China Extends Income Tax Cuts in Push to Stabilize Growth

•   Bloomberg: Russia Faces Lost Decade After Its Deadliest Month of Pandemic

•   Bloomberg: Erdogan’s Push for Low Rates Backfires as Borrowing Costs Soar

•   Bloomberg: Myanmar Military Reverts to Strategy of Massacres, Burnings

•   Bloomberg: Emerging Market Central Banks Mostly Hiked This Year

•   Bloomberg: Hedge Funds Salvage 2021 Gains as Private Investments Shine

•   Bloomberg: Brazil Stocks Sink 12% in Year for First Annual Drop Since 2015

•   Bloomberg: Mexico’s Central Bank Will Launch Its Digital Currency by 2024

•   Bloomberg: Mortgage Rates in the U.S. End Year With an Increase to 3.11%

•   Bloomberg: 2021’s Top Distressed Trades Show How Much Market Has Changed

•   Bloomberg: Kuwait’s Candidate for OPEC Chief Has Wide Support From Members

•   Reuters: Experts, governors warn of U.S. Omicron 'blizzard' in weeks ahead

•   Reuters: OPEC+ likely to stick to existing policy at Jan. 4 meeting - sources

※   OPEC and its allies will probably stick to their existing policy of modest monthly increases in oil output at a meeting next week

•   Reuters: COVID-19 deaths in Eastern Europe surpass 1 million

•   Reuters: Germany to pull the plug on three of its last six nuclear plants

•   Reuters: China calls on state firms to cut energy consumption amid carbon peak goals

•   Reuters: India imposes stricter rules to prevent COVID-19 spread, leaders hold mass rallies

•   AP: Iran launches rocket into space amid Vienna nuclear talks

•   CNBC: Economists warn of inflation inequality as poor get slammed by rising prices

•   CNBC: U.S. oil production set to increase further in 2022, energy expert Dan Yergin says

•   Fox News: World Health Organization chief contradicts Fauci and says booster shots may just 'prolong pandemic'

•   SCMP: China vows greater iron ore self-sufficiency as ‘deglobalisation tide’ and coronavirus expose mineral supply risks

※   In the 2021-25 raw material development plan, Beijing says iron self-sufficiency will be ‘significantly’ increased

•   SCMP: China’s jobseekers search for ‘stability’ as coronavirus and regulatory crackdowns take toll

•   SCMP: Exclusive | 4.37 million and counting: China’s smallest firms failing at historic pace

•   SCMP: Financial stability, reform will be top priorities next year, says China’s securities chief

•   SCMP: RCEP: China says world’s largest trade pact gives it ‘powerful leverage’ to cope with 2022 challenges

•   Global Times: GT Exclusive: Chinese diplomat urges new German govt not to play ‘Taiwan card’ as Lithuania aims to hold EU hostage

•   Caixin: Central Bank Provides $13.4 Billion to Back Carbon Reduction

•   Nikkei Asia: Brains on a chip: Why startups are combining cells and silicon

•   Japan Times: RCEP free trade deal to take effect Saturday

•   Economic Times: FY22's fiscal deficit expected to come in at 6.6% of GDP: Ind-Ra

•   DIGITIMES: Tight 8-inch foundry capacity to continue pushing up chip prices in 1Q22

•   DIGITIMES: Global semiconductor industry forecasts for 2022

•   Robotics & Automation News: Robots increasingly taking over film camera work

•   Robotics Tomorrow: 2021 Top Article - Collaborative Robotic Sanding with Kane Robotics and ATI’s AOV-10

•   Dronelife: Drone Industry 2021 in a Word: We Asked Our Partners to Describe This Year in Drones

•   매경(P1): 문대통령 '탈원전' 쐐기박고 떠난다…원전수출 자금조달 먹구름

※   환경부: 한국형 녹색분류체계 제시…녹색금융 활성화 기대

•   매경: ESG 투자길 막혀 원전 씨마르는 한국…美·EU는 '신중'

•   매경(P1): 대출 걱정없던 의사 변호사도 날벼락…내년부터 연소득 이내로 제한

•   매경: 한은 "획기적 脫탄소 기술 없으면 30년뒤 전통산업 주가 반토막"

※   한국은행: 조사통계월보 2021년 12월호

•   매경: 외면받는 탈원전…원전 '확대·유지' 70% 넘어

•   매경: "서울 내집마련 기회 드디어 오나"…새해 민간분양 7배 늘어난다

•   매경: 가장 늦게 오르고, 가장 빨리 떨어진다…오피스텔 투자 새해엔 "글쎄"

•   매경: 與, 대선용 '신년 추경' 공식화…정부에 "편성 강력요청" 압박

•   매경: 여야, 노동이사제 31일 합의…李·尹 도입 찬성에 '급물살'

•   매경: 메모리에 AI기능 이식…차세대 반도체로 또 앞서간다

•   매경: "최첨단 D램 전력 소비 13% 줄이고…SSD 수명 4배늘려 초격차 더 벌려"

•   매경: "새해엔 나만의 경제노트 한번 써 보세요"

※   최재영 국제금융센터 원장

•   한경(P1): "집값 안 떨어져…앞으로 5~6년 더 간다" 깜짝 전망

•   한경: "부동산정책, 전면 수정해야…세제완화 시급"

•   한경: 주택 연구기관들 "내년 집값 2~5% 가량 오를 것"

•   한경: "3기 신도시 입주 너무 늦어…내년에 내 집 마련 서둘러야"

•   한경: 집값 최대 변수는 대선…금리·DSR규제 順

•   한경(P1): SK하이닉스가 품은 인텔낸드 나스닥 직행

•   한경: SK '인텔 낸드' 독립 경영…"인재 이탈 막고 기업가치 올리겠다"

•   한경: "코로나 봉쇄로 삼성 시안공장 생산 줄여…메모리 공급사 주가에는 긍정적 영향"

•   한경: 코스피 '쥐락펴락'…증시 뒤흔드는 외국인의 정체는

•   한경: "믿었던 내가 바보"…비트코인, 1억 간다더니 '대폭락'

•   한경: 삼성전자만 11조원…연기금, 올해 24조원 팔았다

•   서경(P1): '3중 사법리스크' 갇힌 기업···새해도 살얼음판

•   서경: "규제 없애 기업하기 좋은 환경 만들어달라"···경제단체 수장들, 정부에 '깐부' 제안

•   서경: 막을 수 없는 사고'도 책임지라니···법·해석 곳곳 모순 투성이

•   서경: "가이드북 지원으론 역부족"···취약지대 中企 아우성

•   서경: 개별법 형태는 韓 포함 전세계 2개국뿐, 英은 사망사고에 한정···개인 처벌도 없어

•   서경: 車·철강 2.7만명 '직고용'할판···신규채용 막히고 인력운용 비상

•   서경: 사내 급식 이어 물류·SI까지 칼날···공정위 '일감 나누기' 압박도 거세

•   서경(P1): 中 수출통제 명문화···韓 원자재 확보 비상

•   서경: "재건축 완화·그린벨트 해제"···'文 공급정책'과도 선그은 李

•   서경: 해외건설 수주액 300억弗 넘었다

•   서경: 갤럭시Z, 작년보다 4배 많이 팔렸지만... 中 폴더블 도전 직면

•   조선(P1): 외국기업의 52% “처벌땐 사업축소”

•   조선: “자기가 통제할수 없는 일까지 책임져야… 누가 한국 오려 하겠나”

•   조선: 안전사고 나면… 美 과태료 830만원, 한국은 징역 5년

•   조선: 한국GM이 카젬 사장 후임자 못구하는 까닭은?

•   조선: “삼성전자 1만원어치만 살게요” 내년엔 된다

•   조선: “신입사원님, 제발 떠나지 마소서” 회사가 자세를 낮췄다

•   조선: 올라가는 물가에 올라탄다, 원자재·리츠에 몰리는 자금

•   조선비즈: [2021년 증시 결산] 올해도 개인은 삼성전자 외사랑, 외국인은 LG화학에 가장 많이 베팅

•   조선비즈: [2021년 증시 결산] 올해 서학개미 키워드 ‘빅테크’…최애 종목 2년째 ‘테슬라’

•   조선비즈: [2021 증시 결산] 올해 증시 NFT·메타버스 등 5대 테마가 달궜다

•   조선비즈: “정부 말대로 되는게 없다”… 목표치의 3%밖에 못 채운 ‘공공재건축’

•   동아(P1): 한국노총, 민노총 제치고 2년만에 ‘제1노총’ 복귀

•   문화: 中 내년 경제둔화 우려에… “韓성장률 2%대 그칠수도”

•   서울(P1): ‘4인 모임·9시’ 거리두기 2주 더 연장

•   서울: 미리 본 CES 2022… 헬스케어·로빌리티·NFT·메타버스 산업 뜬다

•   머니투데이: "미래 이 직업 뜬다"…정부 직접 나서 키우는 신직업 18개 무엇?

•   머니투데이: 대기업 브랜드사용료만 1.3조…2778억원 거둔 1위 그룹은?

•   머니투데이: 李-尹 새해 주식시장 행보...'개미 투자자' 표심 훔친다

•   머니투데이: '공매도' 건드린 李·尹 '서킷브레이커·차별 금지', 업계 반응은

•   파이낸셜뉴스: 글로벌 리스크 커졌지만…"기업, 백척간두진일보 정신으로" [재계 단체장 신년사]

•   파이낸셜뉴스: 삼성 中공장 봉쇄식 관리 운영… 시안 확진자 제로 후 해제 [中 시안 봉쇄 후폭풍]

•   아시아경제(P1): 환경론자 '몽니'에 발목 잡힌 수소차

•   아시아경제: 수소차 세계 1위인데…국회에 발목잡힌 수소기업들

•   아시아경제(P1): 올해 1인당 소득 3만5000달러…경제규모는 15년새 2배

•   아시아경제: 경제지표는 좋은데…물가 덩달아 올라 체감이 안된다

•   아시아경제: 차체 마그네슘잉곳 100% 中의존…반도체 산화텅스텐 95% 달해

•   디지털타임스(P1): [기획] `惡만 남은` 文정부 마지막 경제성적표

•   디지털타임스: 2050년 `핵융합 전력생산` 실증… 한국형 인공태양 뜬다

•   이데일리(P1): [마켓인]조단위 M&A 1년새 7.5배 껑충…국경 넘어 '종횡무진'

•   연합: 오후 9시까지 전국서 4천349명 확진…어제보다 184명 적어

•   e대한경제: 연말연시도 ‘바쁘다 바빠’…재계 총수, 국내외서 신년 구상

•   에너지경제: 새해 태양광 사업에 ‘탄소인증 태풍’ 몰아친다…인센티브 대폭 강화

•   에너지경제: 한수원 노조 등 "탈원전 ‘국정농단" 박원주 청와대 수석 등 15명 고발

•   로봇신문: 올해 말 기준 국내 로봇기업 상장사 시가총액 '5조 6955억원'

[Opinions]

•   FT(Editorial Board): A green ray of hope in surging tech investment

•   FT(Lex): Energy prices: post-Covid rally will burn out

•   WSJ(Editorial Board): The CDC Sees a Great Covid Light

•   WSJ(Editorial Board): Biden Takes Detroit for a Ride

•   WSJ(Editorial Board): No One Is Safe in Hong Kong

•   WSJ(Alan S. Blinder): When It Comes to Inflation, I’m Still on Team Transitory

•   WSJ(Daniel Henninger): No, Joe Biden Didn’t Save Christmas

•   WSJ(Karl Rove): I Got a Lot Right in 2021, but I Overestimated Biden

•   WSJ(Joseph C. Sternberg): Many Climate Ambitions Will End With 2021

•   NYT(Austan Goolsbee): The Missing Data in the Inflation Debate

•   WP(Editorial Board): Flying blind is no way to survive the pandemic. We need a powerful virus radar.

•   WP(Yasmeen Abutaleb, et al.): The ideas and arguments that will define the next 12 months

•   WP(Jennifer Rubin): The big winner of 2021: American workers

•   WP(Marc A. Thiessen): The 10 worst things Biden did in 2021

•   WP(Michael T. Osterholm, Ezekiel J. Emanuel): The omicron surge could be the worst public health challenge of our lifetimes

•   Bloomberg(Mohamed A. El-Erian): Inflation, China Failed to Rattle Markets. 2022 Might Be Different.

•   Bloomberg(Hal Brands): China Is Running Out of Water and That’s Scary for Asia

•   Bloomberg(Eli Lake): What Biden Can Learn From Trump’s Iran Policy

•   Bloomberg(Lionel Laurent): Lionel Laurent Looks to 2022 and the Euro's Birthday, Plus His Best 2021 Columns

•   Bloomberg(Bobby Ghosh): Pfizer’s New Covid Pill Could Spark a Fiery Ethical Debate

•   Bloomberg(Faye Flam): Pfizer's Paxlovid Will Be a Game Changer. But for Whom?

•   CNN(Bill Carter): The biggest news story of 2021? Our imperiled democracy

•   Fox News(Laura Kelly, Spencer Cox): COVID has hit our workforce and economy hard. As governors, we offer this strategy for growth in 2022

•   매경(사설): 녹색금융서 원전 제외한 정부, 원전수출 길도 막으려는가

•   세계(사설): 원전은 빼고 LNG가 친환경?… 끝 모를 탈원전 폭주

•   경향(사설): 원전은 빠졌지만 LNG 포함된 한국형 녹색분류체계 지침