Business Intelligence Monitor 220105

(Introduction)

[Markets]

•   Global: Wall Street pares risk-taking but stays bullish

•   Japan: Dollar hits five-year high against Japanese yen

•   Coal: China coal futures rise after Indonesia export ban

•   Metals: Supply fears boost aluminium and zinc prices

•   Grains: Soybeans, corn supported by South America dryness

•   한국: 코스피 2,980대 보합권 마감

•   한국: 'CNM'은 주춤한데···로봇株 새해에도 '어흥'

•   한국: 달러당 원화값 하락세…1200원선 깨질까 '촉각'

•   한국: 추경에 국민지원금까지…국채금리 '뜀박질'

[Indicators]

•   US Nov. Job openings: Workers Quit Jobs at a Record Level in November

※   Job openings also remained elevated as the number of available workers continues to lag far behind postings in a tight labor market

•   US Dec. Manufacturing PMI(ISM): Factories Took a Small Step Back Toward Normal

•   Germany Nov. Retail sales: German retail sales outlook clouded despite surprise rise in November

•   Germany Dec. Employment: German Labor Market Continues Recovery Amid Omicron Threat

•   France Dec. CPI: French Inflation Stabilizes as Pressure From Energy Prices Eases

•   UK Nov. Consumer credit: Rise in UK consumer credit points to economic uptick in November

•   Asia Dec. Manufacturing PMI: Asia’s Factory Engines Power Through Omicron Headwinds

•   Japan Nov. Household spending: Japan Nov household spending set for first rise in 4 months, Omicron poses risks: Reuters poll

•   Saudi Arabia Dec. PMI: Saudi non-oil private sector growth slows amid concerns over Omicron - PMI

•   한국 11월 주택통계: 11월 전국 악성미분양 7,388가구···거래감소에도 4.5%↓

•   한국 12월 외환보유액: 작년말 외환보유액 4천631억달러…2개월째 감소

[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. Covid-19 Infections Top One Million After Holiday Backlog

※   States report backlogs of cases after pausing for the New Year holiday

•   WSJ: Fourth Pfizer Dose Spurs Sharp Jump in Antibodies, Early Results From Israel Show

※   People who got the fourth shot had a fivefold increase in antibodies one week later

•   WSJ: Fed Weighs Proposals for Eventual Reduction in Bond Holdings

•   WSJ: Fed’s Neel Kashkari Now Sees Two 2022 Rate Rises Amid Inflation Surge

•   WSJ: Oil Jumps as OPEC Sees Limited Omicron Impact

※   Producers agree to pump more oil, see Omicron as having a less devastating effect than variants behind previous pandemic waves

※   OPEC: 24th OPEC and non-OPEC Ministerial Meeting

•   WSJ: Build Back Better Takes Back Seat to Democrats’ Election-Law Push

•   WSJ: Manchin Deflates Democrats’ Hopes of Changing Filibuster, Passing Election Bills

•   WSJ: Lockdown of Chinese City Leaves 13 Million Stranded

•   WSJ: Evergrande Is Told to Tear Down 39 Buildings on Man-Made Island

•   WSJ: Evergrande Gets a New Reason to Worry

•   WSJ: Russia’s Military Buildup Near Ukraine Is an Open Secret

•   WSJ: Europe Struggles to Meet China’s Trade Challenge

•   WSJ: Venezuela’s U.S.-Backed Opposition Frays as Nicolás Maduro Tightens Grip

•   WSJ: Olympic Committee Becomes Latest Target of Critics of Treatment of Uyghurs

•   WSJ: Investors, Here’s How to Brace for the Year of Central Bank Divergence

•   WSJ: Toyota Overtakes GM as Bestselling Auto Maker in U.S.

•   WSJ: Ford Doubles Production Goal for F-150 Electric Pickup

•   WSJ: EVs Could Revive Detroit’s Supply-Chain Woes

•   NYT: ‘It’s Chaos’ as Schools Confront Omicron

•   NYT: Biden ‘Over-Promised and Under-Delivered’ on Climate. Now, Trouble Looms in 2022.

•   NYT: As Midterms and 2024 Loom, Trump Political Operation Revs Up

•   NYT: Only 17% of workers say their pay has kept pace with inflation.

•   NYT: Leftists Are Ascendant in Latin America as Key Elections Loom

•   NYT: With Property Sales Plunging, China Evergrande Faces More Protests

•   NYT: A Widening Web of Undersea Cables Connects Britain to Green Energy

•   FT: Existing vaccines effective against severe Omicron, study suggests

※   Findings could help health authorities decide whether switch to variant-targeted jabs is necessary

•   FT: EU demands seat at Ukraine talks as Russia prepares to meet US and Nato

※   Brussels sidelined as internal divisions over defence and role of military alliance persist

•   FT: Italy sets ball rolling on vote for next president

•   FT: Scientists welcome first signs that Omicron surge is easing in London

•   FT: Johnson insists no new Covid restrictions are needed in England

•   FT: Sunak warns of limit to state help on soaring energy prices

•   FT: Brazil’s economic outlook buoyed by big-ticket investments

•   FT: Gas superpower Russia struggles to connect millions to network

•   FT: Kazakhstan protesters take to streets over rising fuel prices

•   FT: Star China investor Boyu seeks to navigate Xi’s tech crackdown

•   FT: Quantum advantage is the next goal in the race for a new computer age

•   FT: Conviction of Theranos founder Holmes splits Silicon Valley

•   FT: Long Covid: why do some people have symptoms months after infection?

•   Bloomberg: WHO Downplays Threat of Covid-19 Variant Found in France

※   The World Health Organization said a coronavirus variant found in France hasn’t become much of a threat since it was first identified in November.

•   Bloomberg: Inflation Menace vs Pandemic Recovery: Central Bank Guide for 2022

•   Bloomberg: Jerome Powell’s Confirmation Hearing for Second Term Set for Jan. 11

•   Bloomberg: Pfizer Says U.S. to Buy 10 Million More Courses of Paxlovid

※   White House: Remarks by President Biden Before Meeting on COVID-⁠19

•   Bloomberg: France Hits Another Covid Infection Record as Cases Top 270,000

※   President Emmanuel Macron tries to contain the fast-spreading omicron variant without imposing a lockdown.

•   Bloomberg: Europe Works to Keep Schools, Hospitals Open Amid Omicron Surge

•   Bloomberg: Euro-Area Inflation Is Close to Its Peak, ECB’s Villeroy Says

•   Bloomberg: Brazil Faces Virus Onslaught as Influenza Spreads With Omicron

•   Bloomberg: Goldman Says China Border Curbs Likely to Last Most of 2022

•   Bloomberg: Ray Dalio Says Cash, Bonds ‘Stupid to Own’ Amid Money Printing

•   Bloomberg: China Huarong to Resume Trading After a $6.6 Billion Bailout

•   Bloomberg: U.S. Became World’s Top LNG Exporter, Spurred by Europe Crisis

•   Bloomberg: Chile Tensions Over Lithium Contracts Show Scope of Clean-Energy Task

•   Bloomberg: Chipmakers Seek Steady Sales Growth in Bid to End Boom-Bust Era

•   Bloomberg: At CES, Chipmakers Show Off Plans to Go After Each Other’s Turf

•   Bloomberg: Corporations Resume Political Contributions After Jan. 6 Pause

•   Bloomberg: Energy-Starved France Mulls Burning More Coal to Keep Lights On

•   Reuters: WHO sees more evidence that Omicron causes milder symptoms

※   WHO sees some 'decoupling' of COVID-19 cases and deaths

•   Reuters: U.S. hopes to build on Iran nuclear talk progress this week

•   Reuters: Biden hails 5G wireless deal averting aviation safety crisis

•   Reuters: Brazil's Bolsonaro recovering in hospital from gut blockage linked to 2018 stabbing

•   Reuters: Coronavirus cases surge in Gulf Arab States

•   Reuters: Indonesia state utility says has secured 7.5 mln tonnes coal supply -statement

•   Reuters: BOJ's Kuroda says global economic uncertainty heightening

•   Reuters: Qualcomm inks car chip deals with Volvo, Honda and Renault

•   Reuters: Foxconn India plant unlikely to reopen until Jan 7, says government official

•   Reuters: Qualcomm, Microsoft partner on metaverse chip for AR glasses

•   Reuters: China to order cybersecurity reviews for some firms seeking overseas listings

•   AP: Why are so many vaccinated people getting COVID-19 lately?

•   CNN: Covid rapid test prices are going up

•   CNBC: Global supply chain pressures may have peaked, a new index suggests

•   Fox News: Biden's narrative of 'the unvaccinated' falls apart as US shatters worldwide case record and anger builds

•   SCMP: China’s secret wind tunnel is key to testing hypersonic missiles and avoiding airborne mistakes: paper

•   SCMP: China says it will continue to develop nuclear arsenal and US and Russia must make first cuts

•   SCMP: China’s lockdowns, consumption concerns see short trips dominate in the new year

•   SCMP: US-China relations: Beijing, Washington reach trade talk ‘stalemate’ despite expiry of phase-one deal

•   Global Times: More Chinese firms skip CES 2022 amid COVID-19, US crackdown

•   Caixin: Energy Insider: China Slashes Fuel Export Quota in First 2022 Allotment

•   Caixin: Five Things to Know About China’s Plan to Stabilize Growth in 2022

•   Caixin: Tech Insider: New Algorithm Rules, Xiaomi’s Run at Apple

•   Nikkei Asia: Coups, couriers and COVID: The Big Story 2021 Hall of Fame

•   Nikkei Asia: Japan daily COVID cases top 1,000 for first time in 3 months

•   Economic Times: Rising Omicron cases can impact growth by 0.3% in March quarter: Report

•   Equipment Journal: Doosan Bobcat unveils fully-electric T7X compact track loader

•   DIGITIMES: DDR5 key to stimulating overall DRAM bit supply growth in 2022

•   DIGITIMES: Global semiconductor sales increase in November

•   Robotics & Automation News: ABB creates joint venture with China’s largest automotive parts supplier

•   Robot Report: Seoul Robotics launches Level 5 Control Tower to enable autonomous mobility

•   매경(P1): 두세배 환수는 커녕 5%만 되찾아…매년 6만명 회삿돈에 손 댄다

•   매경(P1): 대선 앞두고 親노조 입법…노동이사제 국회소위 통과

•   매경(P1): 메타버스·AI로봇…CES서 만난 미래

•   매경: 물 한컵으로 10분 만에 설거지 끝, 침 한방울로 임신확률 계산…팬데믹이 바꾼 CES

•   매경: "브이로그 찍으며 풍경도 녹화"…앞뒤 카메라 동시 쓰는 삼성폰 나왔다

•   매경: 검은색 차 질렸어요? 버튼 하나만 누르면 흰색으로 변신

•   매경: "코로나에 초고화질TV 판매 폭증…5G 산업도 폭발적 성장 기대"

•   매경: 금융 플랫폼 전쟁 올해 승부 갈린다

•   매경: "최소 6개월 발뻗고 잔다"…무섭게 오른 반도체, 올해도 사라는 월가

•   매경: 국제유가 급등에…한전 1분기 1조 적자볼듯

•   매경: 시행 코앞인데…인력·예산 기준도 없는 중대재해법

•   매경: 공정위 '플랫폼 기업 갑질' 겨눈다

※   공정위: 2022년도 공정거래위원회 업무계획

•   매경: "韓美 반도체 공급협력 위한 '프렌드 쇼어링' 계속돼야"

•   매경: "中은 美에도 중요한 시장이지만 개방 확대하겠다는 약속 후퇴해"

•   매경: 아이맥스 갈 필요 없겠네…OLED 영토 넓히는 LG, 97인치 TV 내놨다

•   매경: [단독] 현대차그룹 계열에서 현대종합설계 떼낸다

•   매경: 삼성전기 '선택과 집중' 전략…반도체·AR 등 미래먹거리로

•   매경: 500대 기업 CEO 10% 교체…10명 중 4명은 외부서 영입

•   매경: 시멘트값 또 오른다…레미콘·건설사 반발

•   매경: 집값 꺾일수록 '똘똘한 한채' 갈아타기…노도강도 줄줄이 신고가

•   매경: 세계 경기불안·공급망 리스크에…韓 증시 '상저하고' 전망

•   매경: 예고된 '긴축의 시간'…그래도 美 전기차·메타버스는 간다

•   매경: 강남큰손 상대하는 PB…5명중 3명이 투자 비추한 '이것'

•   매경: 日, 6G 통신 국제회의 추진…中 독주 견제

•   한경(P1): "부드럽고 친밀한 촉감…상상초월 로봇이 온다"

•   한경: 덩굴처럼 비행기 내부로 들어가 케이블 연결…'상상 속 로봇' 현실로

•   한경: 코로나 2년 영업제한…PC방 30% 문닫았다

•   한경: CES 새 명물 '베가스 루프', 테슬라 전기차로 지하터널 슝~

•   한경: 우주비행선·NFT·대체육…미래 산업 'CES 무대' 중심에 서다

•   한경: "AI 아바타가 우리집 집사"…삼성전자 '인류의 가전경험' 확 바꾼다

•   한경: 금리인상 예고한 이주열…이달 14일 0.25%P 올릴 듯

•   한경: [마켓인사이트] 수출입은행, 외화채 30억달러 발행

•   한경: 아파트 매매 '뚝'…증여는 석달째 '쑥'

•   서경: 수소 생산서 소비까지···SK E&S '넷제로' 해법 선봬 [CES 2022]

•   서경: 현대硏 "올해말 기준금리 2.0% 안팎···서민 체감경기는 악화"

•   서경: 금속자원, 태양광에 6배 더 쓰이는데···비축계획 수립은 하세월

•   서경: 해진공, 한국형 컨테이너 운임지수 시범 도입···SCFI 넘을까

•   서경: 산으로 가는 쌍용차 인수전

•   서경: 中 전기차 보조금 종료···K배터리 반사익 누리나

•   서경: '환경'만 보였던 ESG···올핸 ‘G’가 주가 가른다

•   서경: "인플레 대비"···주식투자 늘리는 CEO들

•   조선(P1): 법원, 방역패스에 제동… “학원·스터디카페·독서실엔 효력정지”

•   조선: 법원 “미접종자, 확산 위험 크다고 못해”... 식당 방역패스도 곧 판결

•   조선: 요소 등 1850개 품목 중국산 비율 80% 넘어… 中이 한국 급소 쥔 꼴

•   조선: 中 입맛대로 규제… 현대車 판매 70% 줄고 아모레 매장 절반 문닫아

•   조선: “中 의존도 낮추는 ‘차이나 플러스 원’ 전략을… 중남미·아프리카로 눈돌려야”

•   조선: 대출 100조 시대 앞둔 저축은행···전국 79곳 중 50곳 건전성 악화

•   조선: 20대 삼성전자 주주만 100만명 넘본다, 1000만 개미 시대

•   조선: 증권사들 “삼성전자 십만전자 된다”… 미워도 다시 한번?

•   조선비즈: 니켈 가격 10년만에 최고치… 전기차·전자제품 배터리값 줄인상 전망

•   조선비즈: [단독] CES 최고 혁신상 받은 삼성 QD-OLED TV 전시장에 없었다

•   조선비즈: “너무 많이 오른다 했더니”… 집값 꺾인 신축 아파트

•   중앙: 수도권 집값 하락 확산, 3분의 2가 하락 거래

•   중앙: 어느새 1200원 눈앞…부자들은 ‘달러 쇼핑’ 중

•   동아: 책-도시락 이젠 로봇배송… 규제샌드박스, 디지털 혁신 이끈다

•   문화(P1): ‘양자 보안’ 개발비 선진국의 10%…암호해독·해킹차단 5년 뒤처졌다

•   문화: 비트코인도 뚫는 ‘무한대 성능’… 구글 “2029년 상업용 출시”

•   한국(P1): 삼성전자보다 탄소배출 많은데 '친환경 발전소'라고요? [그린워싱 탐정]

•   한국: 친환경 인증에 매출 20% 상승… 해외선 항공·석유·은행도 속임수 단속 [그린워싱 탐정]

•   한국(P1): 이재명 "설 전 추경 가능해... 25조~30조 원 목표"

•   한국: [르포] "반도체 이제라도..." 구마모토에 대만TSMC 품는 日의 전략

•   국민: “이럴 거면 폐지하지”… 4년째 7번 인하 연장한 車 개소세

•   서울(P1): “월세 60만원 올랐어요”…갈 곳 없는 월세난민

•   서울: 집값 상승·물량 감소·매매 절벽…‘트리플 악재’ 시달리는 주택시장

•   세계: 100대 금융기관 중 3곳만 “탈석탄 계획”… 공기관은 ‘0’

•   경향: 요소수 학습효과…인니 석탄 제한에 ‘철렁’

•   머니투데이: 배달비 1만원 시대 오나...새해 벽두 배달발 물가인상 경고음

•   더벨: SK하이닉스, 낸드 M&A '4000억 페널티' 우려 불식

•   헤럴드경제(P1): MZ에 대기업이란? “경제성장+일자리 창출 주역” 55.0% [2022 신년기획 2030에 물었다 <2>기업]

•   헤럴드경제(P1): 물가·대선리스크 복병 잡아라

•   파이낸셜뉴스(P1): G2발 '무역 新냉전'… 韓 경제안보 흔든다 [2022 신년기획]

•   파이낸셜뉴스(P1): 재계 신년인사회 "새 시대, 기업의 역할은"

•   파이낸셜뉴스: "D램·패널 가격 회복… 반도체·디스플레이 하반기 본격 상승"

•   파이낸셜뉴스: 서울 올 입주 10년만에 최저… 전세난 잡을 ‘파격대책’ 시급

•   아시아경제(P1): [단독]돈 많으면 벌금도 많이… 대법원 '차등벌금제' 논의한다

•   아시아경제: 사라졌다…식당 1만개, 매출 17조원

•   아시아경제: '수소법' 통과돼도 산 넘어 산…"정부, EU처럼 원전수소 개발해야"

•   아시아경제: [넷제로 1번지 가다]현대모비스의 미래, 체코 전동화 공장

•   아시아경제: [넷제로 1번지 가다]탄소중립 위해 빗장 거는 유럽…발등 불 떨어진 완성차

•   디지털타임스(P1): [기획] 中 `반고체 배터리` 탑재 전기차 전격 출시

•   디지털타임스: [中 `반고체 배터리` 양산차] 겔 형태로 안전성 확보… 정부지원·내수 바탕 시장판도 뒤집을수도

•   디지털타임스: [中 `반고체 배터리` 양산차] K조선·디스플레이도 中에 밀려

•   디지털타임스: [中 `반고체 배터리` 양산차] 中 진출 국내기업 40% "작년 매출 하락"

•   디지털타임스(P1): [뉴스분석] 더 오른다는데… 당정청, 약속한듯 "집값 떨어진다"

•   디지털타임스: "尹, 내 토론 제안에 응한다면 회피한다는 李 공격 피할 수 있을 것" [김동연 대선 후보에게 고견을 듣는다]

•   디지털타임스: [김동연 새로운물결 대선 후보에게 고견을 듣는다] 경제부총리 사임 후 `영입1호` 인물… 능력에 겸손 갖춰 공직서 승승장구

•   디지털타임스: [김동연 새로운물결 대선 후보에게 고견을 듣는다] "다주택 중과 靑과 격렬히 싸워… 비서관 `대통령에 항명하냐` 말까지"

•   디지털타임스: [김동연 새로운물결 대선 후보에게 고견을 듣는다] 5급 공채 없애고 7·9급 인원 늘려… 채용경로 다원화로 공직사회 혁신

•   디지털타임스: 주력 선종 LNG선 선가 상승세… 조선사들 `불황의 끝` 보인다

•   연합: 오후 9시까지 전국서 3천689명 확진…어제보다 930명 늘어

•   더구루: [단독] 두산중공업, 英 원자력청 핵융합 에너지 개발사업 참여

•   에너지경제: 신재생에너지 산업 2020년 총 매출규모 25조원…제조업 비중 42.2%

•   전자신문(P1): 중국, 올림픽 이유로 공장가동 제한...한국 제조업 '초비상'

•   전자신문(P1): LG전자 "OLED TV가 옳았다"...삼성 합류하면 '환영'

•   전자신문: [신년기획:메타버스가 온다]<하>메타버스에서 바라본 메타버스

•   ZDNet Korea: 새해엔 폴더블폰 전쟁 전선 넓어진다

•   ZDNet Korea: 삼성전자·마이크론 생산 조정…메모리반도체 부족?

•   로봇신문: 2022년 로봇산업계 핵심 키워드 5가지

[Opinions]

•   Project Syndicate(Şebnem Kalemli-Özcan): Turkey's Risky Inflation Experiment

•   Project Syndicate(Arvind Subramanian): Is Climate Finance the Next Bubble?

•   Project Syndicate(Daniel Gros): Why the Pandemic Might Not Boost Inequality

•   Project Syndicate(Hippolyte Fofack): Africa Cannot Afford a Second Cold War

•   FT(Editorial Board): Coronavirus has provided a wake-up call for workers

•   FT(Editorial Board): Natural gas can only be ‘green’ for now

※   European Commission proposals are right to add strict conditions on the fuel

•   FT(Martin Sandbu): To live with Covid, we must plan for a permanent pandemic

•   FT(Mohamed El-Erian): The key to 2022 will be how inflation is brought down

•   WSJ(Editorial Board): A European Revelation on Climate

•   WSJ(James Freeman): Disapproval of Biden Hits New High

•   WSJ(Walter Russell Mead): For Putin, OPEC and Trump, 2021 Was a Good Year

•   WSJ(Seth Cropsey): The Two-Headed Fight for Ukraine and Taiwan

•   NYT(Paul Krugman): Don’t Tell Anyone, but 2021 Was Pretty Amazing

•   WP(Editorial Board): In Asia, China fills an economic void the United States left

•   WP(Leana S. Wen): Omicron is bad. But we don’t need to resort to lockdowns.

•   WP(Katja Hoyer): Germany’s anxiety about nuclear energy is leading to nonsensical policy

•   Bloomberg(Editorial Board): Central Banks Can Shape the Future of Digital Finance

•   Bloomberg(Daniel Moss): Why Interest-Rate Hawks May Not Sweep All Before Them in 2022

•   Bloomberg(Tyler Cowen): China’s Economic Development Model Shows Some Cracks

•   Bloomberg(Brian Chappatta): The Bond Market Sends a Hopeful Message About Omicron

•   Bloomberg(John Authers): All This Market Optimism Faces a Big Dose of Negativity

•   Bloomberg(Chris Hughes): Don't Forget to Kick the Tires of IPOs This Year. Remember What Happened in 2021

•   MarketWatch(Mark Hulbert): Here's what to expect from stocks in 2022 after the market's big gain on January's first trading day

•   Fox News(Paul Mango): COVID and Biden's test kit challenge – it's not too late to learn from Operation Warp Speed

•   Nikkei Asia(Melanie Brock): Ten Japan trends to watch in 2022

•   매경(사설): 태양광 과속하면서 여의도만큼 쌓일 폐기물은 손놓고 있나