Business Intelligence Monitor 220104

(Introduction)

[Markets]

•   Global: Wall Street downplays worries in wishful start to 2022

•   US: Apple Becomes First U.S. Company to Reach $3 Trillion Market Value

※   WSJ: Apple at $3 Trillion Isn’t All About Apple

※   Reuters: Analysis: Is Apple worth $3 trillion? Bulls, bears examine the case

•   US: Tesla shares surge after carmaker delivers record number of vehicles

•   Hong Kong: Evergrande shares suspended after report it was told to destroy buildings

※   Chinese media outlet says authorities demanded indebted property company demolish residential complex

•   Grains: Soy climbs on South American weather

•   한국: 새해 첫 거래일 코스피 2,980대 소폭 상승…개인·외인 매수

•   한국: EU發 호재 떴다…원전株 연초부터 들썩

•   한국: 물가 불안에 환율도 오름세···이달 금리인상 한 발 더

[Indicators]

•   US·Europe Manufacturing PMI(final): U.S., European Factories See Easing Supply Strains, but Omicron Threatens Setbacks

•   US Nov. Construction spending: Homebuilding lifts U.S. construction spending in November

•   US Q4 Equipment manager confidence: Equipment Manager Confidence Improves

•   Japan Dec. Employment: India Jobless Rate Rises to Four-Month High Amid Covid Uptick

•   India Dec. Balance of trade: India records highest-ever monthly exports at $37 billion in December

•   India Dec. Manufacturing PMI: India's manufacturing activities during December see substantial, albeit slower, rise in sales, output

•   Indonesia Fiscal account: Indonesia 2021 budget deficit smaller than target, 2022's gap seen narrowing

•   Indonesia Dec. CPI: Indonesia inflation at 18-month high in December

•   Brazil Dec. Balance of trade: Brazil posts 2021 record trade surplus of $61 billion

•   Turkey Dec. CPI: Turkey’s Inflation Rate Nears 20-Year High as Lira Crisis Continues

•   Venezuela Dec. Oil exports: Venezuela Doubles Crude Oil Exports Defying U.S. Sanctions

•   한국 12월 은행 가계대출 잔액: 5대 은행 지난달 가계대출 증가 3649억 그쳐

•   한국 12월 소상공인 BSI: 소상공인 체감경기 급랭…지난달 BSI 27P 떨어져

[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: Covid-19 Cases Soar to New Records in U.S.

※   Holiday reporting delays mean real infection rates are likely higher, officials say

•   WSJ: Omicron Surge Hinders School Reopening Plans

•   WSJ: FDA Authorizes Pfizer-BioNTech Booster for 12- to 15-Year-Olds

※   The clearance of the extra dose could help bolster protection against Omicron

•   WSJ: New EU Rules Spark Fight Over What Is ‘Green’ Energy

•   WSJ: China Is Haunted by Its One-Child Policy as It Tries to Encourage Couples to Conceive

•   WSJ: Attacks on U.S. Allies Raise Tensions on Anniversary of Killing of Iran’s Soleimani

•   WSJ: Chinese Companies Listed at Home Surge While Crackdowns Clobber Those Abroad

•   WSJ: Economic Forecasting and the Goldberg Variations

•   WSJ: Starbucks Imposes Covid-19 Vaccine, Testing Requirements for U.S. Workers

•   WSJ: Tesla Opens Showroom in China’s Xinjiang, Region at Center of U.S. Genocide Allegations

•   WSJ: India Hits Apple With Antitrust Investigation Over App-Store Practices

•   WSJ: GM, Volkswagen Build Up Their Battery Supply Chains Amid Electric-Vehicle Push

•   WSJ: Ocean Energy Needs a Lift to Go Mainstream

•   WSJ: Steelmakers Dive Into Junk Business to Feed New Mills

•   NYT: Democrats Blast Corporate Profits as Inflation Surges

•   NYT: When Three Shots Are Not Enough

•   NYT: Heavy Winter Storm Hits D.C. Area and Knocks Out Power Across Southeast

•   NYT: President Jair Bolsonaro of Brazil Is Hospitalized

•   NYT: How the E.U. Allowed Hungary to Become an Illiberal Model

•   NYT: As Omicron uncertainty mounts, return-to-office plans are being revised again.

•   FT: Economists anticipate slow wind-down of ECB bond-buying stimulus

•   FT: French presidential candidates diverge on election rallies as Covid surges

•   FT: Finland insists on its right to join Nato in defiance of Russia

•   FT: FT economists’ survey: people to feel worse-off as inflation and tax rises bite in 2022

•   FT: Political uncertainty and Brexit will slow UK recovery in 2022, economists predict

•   FT: Boris Johnson admits Omicron is putting NHS under pressure

•   FT: UK business calls for shorter Covid self-isolation period

•   FT: Hong Kong free press faces collapse as second news site announces closure

•   FT: Mercedes breaks 1,000km barrier with electric-vehicle prototype

•   FT: Prospering in the pandemic: winners and losers of the Covid era

•   Daily Mail: Covid-tracking scientists in France spot ANOTHER variant

※   Mutant strain has 46 mutations making it more vaccine resistant and infectious

•   Bloomberg: Nuclear-War Risk Minimized in Rare Statement by Weapon States

※   China, Russia and U.S. say they’re taking steps to prevent war

•   Bloomberg: Eurasia Group’s Global Threats to Watch in 2022 (Video)

•   Bloomberg: OPEC Selects Kuwait’s Haitham Al-Ghais as Next Top Diplomat

•   Bloomberg: OPEC+ Set to Boost Supply Again With Oil Market Looking Tighter

•   Bloomberg: Weekly Covid Cases Pass 10 Million, Doubling Previous Record

•   Bloomberg: Omicron Cases Are Hitting Highs, But New Data Puts End in Sight

•   Bloomberg: U.S. Covid-Test Positives Suggest Case Numbers Are Undercounted

•   Bloomberg: Democrats Search for Path Forward on Biden’s Economic Agenda

•   Bloomberg: Biden Launches Plan to Fight Meatpacker Giants on Inflation

•   Bloomberg: U.S. Small Retailers Post Best Covid-Era Month for Paying Rent

•   Bloomberg: White House Likely to Nominate Philip Jefferson for Fed Seat

•   Bloomberg: Euro-Area Inflation to Indicate Increases May Have Peaked: Chart

•   Bloomberg: China Faces $708 Billion Cash Demand on Early Lunar New Year

•   Bloomberg: Indonesia Coal Export Ban May Have Low Impact on Top Buyer China

•   Bloomberg: Stock Market Is Fixated on Covid With Trade Issues Percolating

•   Bloomberg: Bitcoin at $100,000 or Popped by Fed? Analysts Eye 2022

•   Bloomberg: Yen Bulls See Turning Point After Biggest Annual Drop Since 2014

•   Bloomberg: Chip Delivery Times Are on the Rise Again, Shortages to Continue

•   Reuters: German govt unanimous in assessment of EU energy taxonomy - spokesperson

•   Reuters: Analysis: Fast-spreading Omicron to test Beijing Winter Games bubble

•   AP: How will pandemic end? Omicron clouds forecasts for endgame

•   AP: Analysis: Death rates higher in less vaccinated counties

•   CNBC: 2022 will be the ‘year of vaccination,’ says director of vaccine institute

•   CNBC: Markets and the economy brace as the Federal Reserve’s first rate hike could come in two months

•   MarketWatch: Where is the market headed in 2022? Here’s what two professional mind readers say

•   SCMP: Coronavirus: Xian officials sacked over handling of outbreak as cases fall below 100

•   SCMP: As Omicron upends Covid-19 vaccine targets, what will the future look like?

•   Nikkei Asia: Toyota to launch own operating software, vying with Tesla and VW

•   Nikkei Asia: From Philippines to South Korea: A guide to a busy election year

•   Nikkei Asia: Daniel Yergin: Shale 'revolution' to challenge Saudis, Russia on oil

•   Nikkei Asia: Battery costs rise as lithium demand outstrips supply

•   Mainichi: 84% of firms in Japan see economic growth in 2022

•   Economic Times: Business activity remains high at the cusp of third wave: Nomura

•   Brazilian Report: Brazilian teenager tests positive for ‘Flurona,’ a mix of flu and Covid-19

•   Power Engineering: Energy-related carbon emissions fell in 2020, EIA says

•   OilPrice.com: Energy Prices Rose 59% In 2021

•   OilPrice.com: Ex Algerian Energy Minister: OPEC+ Will Not Allow Oil Price To Crash

•   MINING.com: EV battery costs set to rise in 2022

•   Equipment Journal: Volvo CE explores the power of an electric ecosystem with E-Worksite

•   For Construction Pros: Labor Shortage Could Be 2022’s Biggest Barrier to Construction Growth

•   DIGITIMES: Production of 8-inch third-gen semiconductors unlikely to increase soon

•   Robotics Tomorrow: Stanford engineers develop a robotic hand with a gecko-inspired grip

•   Robot Report: 2022 robotics predictions from industry experts

•   매경(P1): 태양광의 배신…여의도 크기 쓰레기산 10여년후 생긴다

•   매경: 덮어놓고 태양광 깔기만 바빴다…폐기물 대책 일본보다 8년 늦어

•   매경: [단독] 세계최대로 꼽히는 신안 해상풍력…한전 문건엔 "조류 빨라 설치 어려워"

•   매경(P1): 적중률 70%' 미라클레터 올해도 10대기술 예측…구글 AR안경·테슬라 로봇

•   매경: AI끼리 대화하고, 걷는 로봇이 인간 대신 테슬라 車 만든다

•   매경: 스마트폰만으론 부족한 메타버스…헤드셋 대중화돼야 신세계 열린다

•   매경: 미래당 지지 업은 김동연…"청년·기회의 나라 만들것"

•   매경: "혁신으로 미래 주도권 잡자"…돌파구는 기술·인재·실행

•   매경: "직원들 실패도 용인하는 조직 만들 것"

•   매경: 현대차·애경·OCI, 메타버스 시무식

•   매경: 쌍용차 인수 점입가경…키스톤PE "투자 보류"

•   매경: 中 CATL 점유율, K배터리 3사 맞먹어

•   매경: 코로나 지원금 공짜아냐…韓나랏빚 '경고등'

•   매경: [2022 미래산업] 혁신 주도권 밀리면 끝장…차세대 기술 선점하라

•   매경: 두산, 수소연료전지·드론 앞세워 미래 성장동력 확보

•   한경(P1): 삼성 '모빌리티' 현대차 '로봇'…기술융합 미래 연다

•   한경: '놀랍다' 현대모비스 신기술…'바퀴 달린 컴퓨터' 이목 집중

•   한경(P1): 스탠리 휘팅엄 교수 "앞으로 5년이 진짜 전기차 전쟁"

•   한경: "美, 2030년까지 배터리공장 40개 건설…국무부가 직접 나섰다"

•   한경: '소금전지'·전고체·리튬메탈…미래 배터리 주도권은 어디로

•   한경: "기본소득제가 자본주의 위협"…한은 팀장이 내놓은 우려

•   한경: 발주자엔 사고책임 안 묻지만…공사 관여했다면 처벌될 수도

•   한경: 현대차·기아, 공급난 속 선방…"올해 700만대 넘게 판다"

•   한경: 피곤할 때 마사지 받고 출퇴근 시간 맘대로…'야 일할 맛 난다'

•   한경: 원자력연-현대ENG…캐나다 동·서부에 소형 원전 짓기로

•   한경: 포효하라! 한국기업 지배하라! 글로벌 정글

•   서경: [시그널]식을 줄 모르는 '벤처 붐'···올해도 4~5곳 증시 입성

•   서경: 반도체 약진·外人 컴백·정책 뒷받침..."3박자땐 전고점 돌파"

•   서경: 풍력 보급성과 치중한 환경부···환경평가 188일→41일 단축

※   환경부: 신속하고 합리적인 환경평가로 풍력 확산 가속화

•   조선(P1): [NOW] 고금리 대출 6배로… 저금리 대출은 반토막

•   조선: “집·고기 찍어내는 3D프린터, 올해 대중화… 메타버스는 3~5년 뒤”

•   조선: 인도네시아의 수출금지에… 국내 석탄 수급 조마조마

※   산업부: (참고자료)산업부, 인니의 석탄 수출 금지 조치에 따른전력수급 동향 긴급 점검 회의 개최

•   조선: 올해 집값 전망, 전문가 실시간 토크쇼

•   조선비즈: [韓경제, S와 싸워라]② ‘인플레 장기화→금융긴축→경기둔화’ 악순환?

•   인베스트조선: 스팩(SPAC)으로 기사회생한 두산重...업계는 스팩 '열공'中

•   동아(P1): 이달 부스터샷 대상 1300만명… 접종속도 관건

※   광주서 90대 2명 오미크론 첫 사망

•   문화(P1): 신용대출 금리 6% 돌파

•   한국(P1): [르포] ‘전략자원 공룡’ 中의 폭주 “수출 틀어막고 글로벌 공급망 뒤흔든다”

•   한국: [르포] "미국에 지어라" "미국산 사라" 美, 동맹·우방 압박하며 공급망 재편

•   서울(P1): 文대통령 “마지막까지 남북관계 정상화 노력”

•   머니투데이(P1): 100조원 퍼준다면서...'나랏빚 한도' 얘긴 1년간 딱 2시간 했다

•   머니투데이: "나랏빚이 GDP보다 더 많아도 OK"?

•   머니투데이: 매년 씀씀이 늘리면서 "재정준칙 만들자"는 정부…왜?

•   머니투데이: 추경 편성, 일단 선그은 홍남기 "방역·소상공인 등 종합 점검해 결정"

•   머니투데이(P1): 조성욱 "대기업 총수 지정제도 개선"…김범석, 쿠팡 총수 지정되나

•   헤럴드경제: 금리 뛰는데 82%가 변동금리 선택, 왜?

•   파이낸셜뉴스: 니켈 가격 10년만에 최고치… 부담 커진 K배터리

•   파이낸셜뉴스: 내구성 10배, 비용은 3천분의 1… 수소생산 핵심기술 나왔다

•   아시아경제(P1): [넷제로 1번지 가다]K-친환경차, 유럽 장벽 뚫다

•   아시아경제: [넷제로 1번지 가다]친환경차 전진기지, 현대차 체코 공장

•   아시아경제: [넷제로 1번지 가다]현대차 점유율 역전극 비결은 '車반도체 공수작전'

•   아시아경제: [신년 인터뷰] "팬데믹으로 메타버스 가속화…韓 저출산, 코로나보다 심각"

•   디지털타임스(P1): [뉴스분석] 메타버스·로봇·플라잉카까지 "이제 통신은 그만 잊어주세요"

•   디지털타임스: 국고채 60兆 만기 도래하는데 세수는 감소… 차기 정부 빚부담 크다

•   이데일리: 틈새라고요? 경쟁의 룰 바꿔 성장한 '디퍼런트' 기업들

•   이데일리: 온수로 재탄생한 폐열…에너지도 ‘업사이클링’ 한다

•   이데일리: 탄소중립 이행 좌우할 `귀한 몸` 금속자원…"국가비축제 정비해야"

•   이데일리: 한전, 새해 첫 조직개편..안전경영·탄소중립 속도낸다

•   이데일리: “평생 월세 살란 말이냐”…오피스텔 실수요자 ‘직격탄’

•   연합: 오후 9시까지 전국서 2천759명 확진…4일 3천명 안팎 예상

•   뉴시스: 장세주·정몽진·조현준…작년 총수 지분가치 상승률 '톱 3'

•   아주경제: [단독] 빨라지는 ESG시계… 연내 표준 만들어 입법화 추진

•   에너지경제: [단독] "REC 가치 30% 뻥튀기에 시장 왜곡...신재생 발전업계 피해"

•   전자신문(P1): [CES 2022]삼성, 100형이하 마이크로LED TV 첫 공개

•   전자신문: [신년기획:메타버스가 온다]<중>메타버스 현장으로-패스커, “쇼핑도 놀이처럼”

•   전자신문: [신년기획:메타버스가 온다]〈중〉메타버스 현장으로-브이에이스튜디오 "리얼한 가상세계"

•   전자신문: [신년기획:메타버스가 온다]<중>메타버스 현장으로-MDA "메타버스 병원 구축"

•   전자신문: 두산중공업, 해상 풍력 블레이드 결함 해소

•   디지털데일리: 韓 장비업체 울리는 中 '갑질'…"대금 밀리고, 일방적 계약취소"

•   로봇신문: 국내 로봇업계, 'CES 2022' 발판으로 글로벌 시장 '노크'

•   물류신문: 2022년, 주목해야 할 물류 ‘Key Word’

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Why Is the IMF Trying to Be an Aid Agency?

•   Project Syndicate(Minxin Pei): The Security Consequences of America's China Focus

•   Project Syndicate(Harold James): The Clash of Cultures

•   FT(Editorial Board): The world must learn to live with Covid this year

•   FT(Editorial Board): Strongman rule may be weaker than it seems

•   FT(Ruchir Sharma): Ten economic trends that could define 2022

•   FT(Gideon Rachman): Putin’s attempt to control the past follows the Xi model

•   WSJ(Editorial Board): Pandemic Jobless Benefits and Work

•   WP(Paul Waldman): Will American democracy survive the next few years?

•   WP(Paul Waldman, Greg Sargent): Why President Biden is suddenly talking about meat

•   Bloomberg(Gary Shilling): The Stock Market Is Too Narrowly Focused

•   Bloomberg(Andreas Kluth): Germany's Days of Surplus Are Numbered. And That May Be a Good Thing.

•   Bloomberg(Tim Culpan): Taiwan’s Tech Giants Are Being Hit by India Culture Shock

•   Bloomberg(Rachel Rosenthal): Millennials Are Finally Buying Houses. What Does That Mean for Inflation?

•   Bloomberg(Rachel Sanderson): Should Mario Draghi Perpetuate His Influence By Becoming Italy's President?

•   CNN(Mark Wolfe): We can't afford to let Build Back Better fail

•   Fox News(Gordon G. Chang): What America must do about China in 2022

•   Fox News(James Jay Carafano): Biden's foreign policy challenges for 2022 – are he and his team up for the job?

•   Fox News(David N. Bossie): Biden's first year the worst since Jimmy Carter – midterms will be the cure for buyer's remorse

•   매경(이상현): 탄소중립 시대의 원자력과 사용후핵연료

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