Business Intelligence Monitor 220106

(Introduction)

[Markets]

•   Global: Stocks slump, Treasury yields rise on fear of a faster Fed pullback

※   Major U.S. stock indexes decline 1% or more

※   Treasury yields gain on potential faster Fed taper

※   Oil, gold muted

•   US: Treasuries Selloff Deepens as Fed Opens Door to Faster Hikes

•   Metals: Power prices propel aluminium to 2-month peak

•   Iron ore: Iron ore price extends gains despite renewed steel production controls in Tangshan

•   Grains: Soybeans end up, session peak highest since July

•   Cryptocurrency: Bitcoin Declines to Lowest Level Since December’s Flash Crash

•   한국: 미국 금리·환율 상승 영향…코스피 2,950대 후퇴

•   한국: 美 조기긴축 우려에 환율 1200원 육박

[Indicators]

•   US Dec. Employment(ADP): U.S. Companies Add Most Jobs in Seven Months, ADP Data Show

•   US Weekly Mortgage rates·applications: Mortgage rates hit 9-month high, and loan demand drops further

•   Germany Dec. Car sales: German Car Sales Plummet to Lowest in More Than Three Decades

•   Italy Dec. Car sales: Italian Inflation Hits Highest in More Than a Decade on Energy

•   Japan 2021 Car sales: Japan's new auto sales down 3.3% in 2021

•   Japan Dec. Consumer sentiment: Consumer sentiment down for first time in four months in Japan

•   India Dec. Services PMI: India's services growth slows in Dec, inflation pressures persist

•   Philippines Dec. CPI: Slowing Inflation Gives Philippines Hope to Dodge Rate-Hike Wave

[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: Fed Minutes Point to Possible Rate Increase in March

※   Officials also are considering an earlier timetable for shrinking their $8.76 trillion bond portfolio

※   Fed: Minutes of the Federal Open Market Committee, December 14-15, 2021

•   WSJ: The Fed Hasn’t Caught Omicron Yet

•   WSJ: Biden Steps Up Vaccine Push as U.S. Cases Surpass Records

•   WSJ: CDC Advisory Panel Considers Pfizer Covid-19 Boosters for 12- to 15-Year-Olds

※   The adolescents could gain access to the shots for the first time if the panel and CDC sign off

•   WSJ: China’s Unpredictable, Heavy-Handed Governance Threatens Growth

•   WSJ: China’s Capital Meets Own Clean-Air Standards for First Time as Olympics Approach

•   WSJ: Europe’s Trade Czar Walks Line Between U.S. and China

•   WSJ: Best of CES 2022: New Tech That’s Practical, Innovative or Just Plain Crazy

•   WSJ: Auto Makers Supercharge Move Into Electric Vehicles

•   WSJ: Sony Looks to Sell Its Own Electric Vehicles

•   WSJ: 5G Truce Expected to Avert Many—but Not All—Flight Disruptions

•   WSJ: GM Reveals Electric Chevy Silverado to Counter Ford’s F-150 Lightning

•   WSJ: Chrysler Plans All-Electric Vehicle Lineup by 2028

•   WSJ: Natural-Gas Crisis Pushes German Utilities Into Dash for Cash

•   NYT: In Omicron Hot Spots, Hospitals Fill Up, but I.C.U.s May Not

•   NYT: Omicron Is Spreading Rapidly Through California

•   NYT: Supply Chain Woes Prompt a New Push to Revive U.S. Factories

•   NYT: The Tech That Will Invade Our Lives in 2022

•   NYT: As Beijing Takes Control, Chinese Tech Companies Lose Jobs and Hope

•   WP: What is ‘flurona’? Coronavirus and influenza co-infections reported as omicron surges.

•   WP: More than 40 percent of Americans live in counties hit by climate disasters in 2021

•   WP: Protesters in Kazakhstan storm airport and burn government buildings. Here’s what to know.

•   WP: What it’s like at one of the world’s biggest tech trade shows as omicron surges

•   FT: EU warns US and Russia against new ‘Yalta’ deal to divide Europe

※   Bloc’s top diplomat says Washington and Nato should not agree to Moscow’s security demands

•   FT: Macron says his strategy is to ‘piss off’ France’s unvaccinated as Covid surges

※   Parliament suspends vaccine pass debate and rivals criticise president for ‘vulgar’ expression and ‘lack of empathy’

•   FT: Pfizer and BioNTech team up to develop mRNA-based shingles vaccine

※   Drugmakers set to take on GSK as they aim to replicate Covid jab success

•   FT: Russian-led alliance says will send ‘peacekeepers’ to Kazakhstan over protests

※   State of emergency declared in oil-exporting nation as Tokayev vows to respond with force to escalating dissent

•   FT: Uncertainty clouds outlook for 2022

•   FT: EU left out of upcoming security talks with Russia on Ukraine

•   FT: Brexit casts shadow over Northern Ireland elections

•   FT: Johnson pressed to scrap £12bn tax rise amid cost of living crisis

•   FT: Tories applaud Johnson for resisting more Covid restrictions

•   FT: Biden confronts multiple crises in pivotal year for presidency

•   FT: US companies under pressure to support voting rights push

•   FT: Evergrande to meet onshore bondholders in bid to delay payments

•   FT: Taiwan to support Lithuania with $200m fund after dispute with China

•   FT: South Korea forges ahead with end-of-war declaration despite US reservations

•   FT: Investors gear up for ‘gold rush’ in metaverse hardware

•   FT: Low-cost warfare: US military battles with ‘Costco drones’

•   Bloomberg: New Global Supply Gauge Signals Some Relief Might Be Ahead

•   Bloomberg: Coronavirus + Flu = ‘Flurona’: Should You Be Worried About It?

•   Bloomberg: U.S. Needs to Guard Exports From Supply-Chain Snarls, Envoy Says

•   Bloomberg: Sarah Bloom Raskin Emerges as a Top Contender for Fed Regulator Post

•   Bloomberg: ECB Will Act If Inflation Outlook Picks Up, Kazaks Says

•   Bloomberg: France’s Le Maire Moots Tax Cuts for Business as Election Looms

•   Bloomberg: One in 10 Londoners Had Covid-19 at the End of 2021

•   Bloomberg: Italy to Require Shots for Those Over 50 Amid Record Cases

•   Bloomberg: European Energy Bills to Rise 54% From 2020 Level, BofA Says

•   Bloomberg: European Power Prices Slide as Milder Weather Set to Ease Demand

•   Bloomberg: U.K. Inflation Concerns Hit the Highest on Record for Businesses

•   Bloomberg: Hong Kong Scraps Flights, Shuts Bars, Gyms on Omicron Threat

•   Bloomberg: China’s Locked-Down City Thrown Into Chaos After Covid App Crash

•   Bloomberg: India Ratchets Up Covid Curbs as Third Wave Gains Momentum

•   Bloomberg: Philippines Posts Highest Covid Positivity Rate as Cases Spike

•   Bloomberg: Chile Assembly That’s Rewriting Constitution Taps New Leadership

•   Bloomberg: U.S. Backs Extension of Venezuelan Opposition Head’s Mandate

•   Bloomberg: Brazil’s Bolsonaro Leaves Hospital After Latest Health Scare

•   Bloomberg: BOJ Is Said to Mull Changing Long-Held View on Price Risks

•   Bloomberg: Yen’s Tumble Is Even Worse Than It Looks, JPMorgan Index Shows

•   Bloomberg: China’s Covid-19 Lockdowns Cast a Pall Over Oil Demand Growth

•   Bloomberg: Shale Giants View a Crude Oil Ascent Above $100 as Bad for Industry

•   Bloomberg: OPEC Output Boost Severely Limited as African Members Struggle

•   Bloomberg: Peru Is Winning Over Miners With Soft Hand on Conflicts, PM Says

•   Bloomberg: Meta Says It Hasn’t Halted Work on AR, VR Operating System

•   Bloomberg: Climate Disasters Threaten U.S. Grids, Risking Billions in Losses

•   Bloomberg: Europe’s Carbon Levy Should Cover Hydrogen, Key Sponsor Says

•   Bloomberg: EVs Biggest Competitors For Now are Gas-Powered Cars, Not EVs

•   Reuters: French daily COVID cases hit new record and deaths also rise

※   Record new COVID case tally of 332,252

•   Reuters: Germany could reduce COVID isolation periods to keep country running

•   Reuters: Russia resumes gas supply to Romania via Ukraine

•   Reuters: IMF delays release of new forecast to Jan 25 to factor in COVID-19 developments

※   The International Monetary Fund will release its World Economic Outlook on Jan. 25, a week later than planned

•   Reuters: BOJ may revise up next fiscal year's inflation forecast - sources

•   Reuters: China's c.bank set to step up cash injection before Lunar New Year holiday - CSJ

•   Reuters: Mexico's confirmed COVID-19 cases pass 4 million

•   Reuters: India asks Xiaomi to pay $88 mln in import taxes it found it evaded

•   CNBC: Fauci says multiple preliminary studies find omicron is less severe than delta

※   However, he cautioned against complacency, warning omicron is spreading so quickly it could still strain hospitals.

•   CNBC: Nord Stream 2 could be major leverage against Russia — but using it is complicated

•   CNBC: EU provokes fierce backlash on plans to label nuclear and gas as ‘green’ investments

※   An official expert group now has until Jan. 12 to provide a formal response to the EU’s green rulebook, and the commission hopes it can adopt a final text by the end of the month.

•   CNBC: Gas prices surge again in Europe, leaving some business owners ‘terrified’ for the future

•   SCMP: China population: forget two or three kids, getting couples to have the first one is most pressing problem, advisers say

•   SCMP: Account of life in locked down Xian highlights ‘costs’ of zero-Covid policy

•   SCMP: China’s expat tax breaks extension praised by Western companies, but business concerns remain

•   SCMP: China-US space race heats up as Chinese firm plans over 40 launches this year

•   SCMP: Chinese scientists build factory robot that can read minds on the assembly line

•   Nikkei Asia: BOJ's stealth taper: Bond pile shrinks for 1st time under Kuroda

•   Nikkei Asia: Japan's infections hit 3-month high, driven by Okinawa cluster

•   Nikkei Asia: Asian LNG prices plunge 30% as Europe supply worries ease

•   Nikkei Asia: Global exodus from fossil fuel holdings tops 1,500 institutions

•   Economic Times: Covid 3.0 may dent Q4 growth by up to 30 bps

•   OilPrice.com: Oil CEO's: $100 Crude Is Bad For U.S. Shale

•   Robotics & Automation News: Robotic grippers 3D-printed for packaging machines

•   매경(P1): 로봇개와 등장한 정의선 "메타 모빌리티 시대"

•   매경: CES 간 정의선…"스마트폰처럼 함께할 날 온다"는 이것은

•   매경: "현대차가 달라졌어"…정의선, 자동차 대신 20번이나 외친 단어는

•   매경: 고객이 용도·디자인 선택…삼성 "MZ세대 맞춤제품 내놓겠다"

•   매경: "혈압이 높네요"…車가 운전자 건강까지 챙긴다

•   매경: 게임 노트북 年20조원 시장 두고…인텔-AMD '반도체 전쟁'

•   매경: 도로 밖으로 나온 자율주행…트랙터가 농사 '척척'

•   매경: "인플레가 올해 경제 최대 위협"

•   매경: 금리인상發 빚폭탄 우려…은행, 대출장벽 높여 대응

•   매경: 대기매물 25조…올해도 M&A시장 뜨겁다

•   매경: "금리인상前 실탄마련"…회사채 발행 속도전

•   매경: [MK BUSINESS STORY] '기체분리막', 탄소중립 시대 앞당길 신기술

•   매경: [Industry Review] 탄소배출량도 순이익 반영…'지속가능회계'의 시대

•   한경(P1): '혼다 짝퉁' 취급 받던 현대차, 美 진출 35년 만에 일냈다

•   한경: 삼성, QD OLED 세계 최초 공개…디스플레이 시장 판 바뀌나

•   한경: LG "메타버스로 세계여행 떠나고 VR로 물리치료"

•   한경: '노동이사제 원조' 獨은 없애는데…韓, 강성노조에 '경영개입 칼자루'

•   한경: "공공부문서 시작한 노동이사제, 민간기업으로 확산은 시간문제"

•   한경: 혈세로 월급 주는 '타임오프제'…예산 편성권 내팽개친 국회

•   한경: "양자컴시대 이미 진입"…'꿈의 컴퓨터'로 인류 난제 푼다

•   한경: "정답없는 양자컴 기술…정부, 분산 투자해야"

•   한경: "양자컴, 신약개발 등 활용할 곳 무궁무진…인터넷만큼 세상 바꿀 것"

•   한경: [단독] LG화학, 화유코발트와 국내최대 양극재 공장

•   서경(P1): 포퓰리즘 부메랑···'DIRTY 복합위기' 다가온다

•   서경: '저성장·고물가'에도 韓만 재정 확대···거시 지표 악화 부추겨

•   서경: '에너지 고속도로'도 시동··· 與 '이재명표 입법' 액셀

•   서경: 못믿을 '빈집' 통계···하루만 비어 있어도 집계

•   서경: 더 커진 차이나리스크 경고···"中성장 1%P↓땐 韓 0.5%P↓"

※   경제학연구: 한․미, 한․중, 한․일 간의 경기동조화 분석

•   서경: "RCEP·CPTPP서 韓은 중요 파트너···올 양국협력 안정될 것"

•   서경: "디지털위안화 공식 도입 늦어질 듯···베이징 올림픽서도 시범 사용"

•   서경: 문주호 연세대 교수 '그린수소' 저비용·고효율 생산기술 개발

•   서경: 문주호 교수 “‘광전기화학 기반 물분해’ 상용화로 수소 생태계 구축할 것” [인터뷰]

•   서경: 집값 전망 따라 당첨 가점 '널뛰기'···청약시장 양극화 가속

•   조선(P1): 文대통령 동해 남북행사 직전… 北, 동해로 탄도미사일 발사

•   조선(P1): [NOW] 초등생에 용돈 月 2만원, 군대 간다고 10만원…

•   조선: “팬데믹 시대, 한 나라만 위험해도 모두 위험해지는 세계 됐다”

•   조선: 해운운임 사상 첫 5000 돌파… 수출기업 초비상

•   조선비즈: 화이자 먹는 치료제 40만명분 추가 계약… 총 100만명분 확보

•   조선비즈: 4년간 태양광 2.4배 늘린 文정부…잦은 고장·쓰레기 대책 없이 떠난다

•   조선비즈: [韓경제, S와 싸워라]③미국發 긴축충격 앞두고…‘나랏돈 풀기와 금리 인상’ 엇박자 정책 실험

•   인베스트조선: 코로나 반사효과에 늘어난 대기업 여신…2022년엔 속도 조절 가능성

•   중앙(P1): 이창용 IMF국장 "재정여력 있으니 더 쓰자? 몇 년 뒤엔 못할 것"

•   중앙: V·I·P·A 거대한 파도…디지털 시대 빨라진다

•   동아(P1): 정부, 방역패스 효력정지 항고… “일상회복 위해 필요”

•   동아: 접종률 높아 방역패스 불필요? 인구 10%인 미접종, 코로나 사망의 절반

•   동아: 커지는 방역패스 혼란… 일부 학부모 “괜히 백신 맞혀” 불만

•   동아: [단독]“새 韓美작계에 中대응 포함시키고, 韓도 동맹차원 대만방어 기여해야”

•   동아: 해리스 “종전선언 한다고 뭐가 바뀌나”

•   동아: 中, 한한령 푸나… 6년만에 韓드라마 방영

•   동아: 정부 “주택 공급 충분” 낙관… 시장선 “올 서울 입주물량 14% 줄어”

•   동아: 서울-지방 집값 격차 8억5000만원… 文정부 4년새 2.5배로

•   문화(P1): 얼굴도 모르는 친인척 회사가 계열사?…‘시대착오’ 특수관계인制

•   문화: 반세기전 만든 법령 방치… 기업 경제활동 옭아매는 ‘과잉규제’

•   국민: 수출기업 지원 두 기관, 본업은 뒷전 ‘영역 다툼’

•   세계: 제주 탐라해상풍력 확장… 발전기 9기 추가로 설치

•   세계: 이재명 “NDC 상향·조기 탈석탄”… 윤석열 “원전 확대 에너지 믹스” [연중기획 - 지구의 미래]

•   머니투데이(P1): [단독]LG엔솔, 각형 배터리도 만든다…다시 K배터리 찾은 '폭스바겐'

•   헤럴드경제(P1): 삼성, 메타버스 가속…‘AR글래스’ 기업 지분 인수 추진

•   파이낸셜뉴스(P1): "미래 대신 지금 내가 중요" 코로나가 낳은 '자족 청년' [2022 신년기획]

•   파이낸셜뉴스: 반도체 못 구해 공장 문닫은 현대차, 車반도체 내재화 진행 [2022 신년기획]

•   파이낸셜뉴스: 미-중 사이 줄타기만 하다간 한국이 지워진다 [2022 신년기획]

•   아시아경제: [넷제로 1번지 가다]독보적 기술 'Z폴딩' 배터리 제작…화재 제로의 비결

•   아시아경제: [넷제로 1번지 가다]SK온, 수주잔고만 전기차 2700만대분…올해 손익분기점 넘는다

•   아시아경제: 코로나 2년…대기업 10兆 더 빌렸다

•   디지털타임스(P1): [기획] 악재 뚫은 K-조선… 8년만에 최대수주

•   디지털타임스(P1): 요소수 당하고도… 희귀금속 확보 계획 못세운 정부

•   디지털타임스: 4년간 재생에너지 보급 1.5배 급증

※   산업부: (참고자료)`21년 재생에너지 4.8GW 보급, 목표(4.6GW) 초과 달성

•   이데일리: 삼성전자 목표가 줄상향…변동성 국면 실적장세 ‘청신호’

•   연합: 오후 9시까지 전국서 3천479명 확진…어제보다 210명 적어

•   연합: "올해 국제통상, 지역 블록화 가속…공급망 불안정성 심화"

•   연합: 작년 12월 음식·숙박업 카드 사용액, 코로나 이전의 81.7% 불과

•   YTN: [단독] 정부 "인니, 석탄 수출 제한 관련 금명간 입장 발표"

•   더구루: 두산, '비가시권(BVLOS)' 드론 비행 기술 담금질…상용화 가속화

•   에너지경제: [신년기획] 섬 전체가 거대한 녹색 발전소…재생에너지 자립도 100%

•   에너지경제: 신재생E 가격 3년만에 kWh당 200원 넘겨…전기료 인상 압력 커진다

•   에너지경제: 발전공기업 사장들 "탈석탄 경영난에도 LNG직도입·재생E확대 등 탄소중립 박차"

•   전자신문(P1): 반도체 파운드리 공정 장비 '국산화 탄력'

•   전자신문: 한국형 RE100 시행 1년 만에 가입사 74곳...숙제는 여전

[Opinions]

•   Project Syndicate(Peter Singer): Victims of the Unvaccinated

•   Project Syndicate(Dalia Marin): How Chinese Competition Helps Western Conglomerates

•   FT(Editorial Board): The changing shape of the inflation problem

•   FT(Robert Armstrong): What we know about markets in 2022

•   FT(Thomas Hale): Huarong debt saga shows Beijing’s continued influence on markets

•   FT(Mansoor Mohi-uddin): China’s Covid policy will be a wild card for markets in 2022

•   FT(Jingzhou Tao): China’s business crackdown threatens growth and innovation

•   FT(Helen Thomas): UK energy crisis needs fighting on multiple fronts

•   FT(Claire Jones): Is the ECB really that much of an outlier?

•   WSJ(Editorial Board): Overturning the Next Election

•   WSJ(Holman W. Jenkins, Jr.): Europe Energy Crisis Goes Global

•   WSJ(William N. Walker, Stanton D. Anderson): Joe Biden’s Inflationary Trade Policy

•   WSJ(Jonathan Ingram): How to Break the Vicious Unemployment Circle

•   NYT(Jimmy Carter): I Fear for Our Democracy

•   NYT(Bret Stephens): Will We Go From Pandemic to Recession?

•   WP(Max Boot): Vladimir Putin and Xi Jinping twist history to justify wars of aggression against Ukraine and Taiwan

•   WP(Paul Waldman): Get ready: Republicans are going to impeach Joe Biden

•   Bloomberg(Ruth Pollard): India's Political Parties Rally On Despite Omicron

•   문화(정인교): 탈원전 택소노미, 당장 접어야 한다

•   헤럴드경제(윤석호): 탄소중립위한 열에너지 기술전략