Business Intelligence Monitor 220110

(Introduction)

[Markets]

•   Global: Whiplashed Wall Street struggles with mixed payrolls data

※   U.S. stocks, Treasury yields mixed on ‘mess’ of jobs report

※   Bitcoin slides, gold edges back up

※   Oil prices dip, but pressure from Kazakh turmoil remains

※   Dollar drops

•   US: U.S. 10-Year Yield Exceeds 2021 High in Deepening Bond Rout

•   Metals: Aluminium touches 2-1/2 month high as output cuts loom

•   Grains: Soybeans rally, following soymeal gains

•   Uranium: Uranium prices jump as Kazakhstan upheaval stokes supply concerns

•   한국: 삼성전자 호실적에 외국인 '사자'…코스피 1%대 반등

•   한국: 새해 4.7조 팔아치운 기관…‘1월 효과’ 기대한 개미 울상

•   한국: "17층 사람있어요"…카카오그룹 시총, 11조 일주일만에 증발

•   한국: 치솟는 원·달러 환율, 1250원 가나

[Indicators]

•   Global Dec. Copper smelting : Global copper smelting steady in December, satellite data shows

•   US Nov. Consumer credit: U.S. November consumer borrowing marked largest gain in 20 years

•   US Dec. Nonfarm payrolls: Hiring Hit Annual Record Despite December Slowdown

※   U.S added just 199,000 jobs in December, but total increase of 6.4 million in 2021 and tight labor market signal steady gains ahead

※   WSJ: Behind Omicron’s Haze, a Booming Jobs Market

※   AP: EXPLAINER: 5 key takeaways from the December jobs report

•   US Dec. Dodge momentum index: Dodge Construction's Momentum Index Declines in December

•   US Weekly Rig count: US drillers add oil and gas rigs for fourth week in five

•   Eurozone Nov. Retail sales: Euro zone retail sales growth surges past expectations in Nov

•   Eurozone Dec. CPI: Eurozone inflation hits new record as energy and food prices soar

※   Surprise increase to 5% piles pressure on ECB to speed up stimulus scaleback

•   Eurozone Dec. Economic sentiment: Eurozone Economic Sentiment Fell in December to a Seven-Month Low

•   Germany Nov. Balance of trade: German exports rise, output falls slightly in November

•   Germany Nov. Industrial production: German Industrial Production Unexpectedly Declined in November

•   UK Dec. House prices: U.K. House Prices Surged Last Year at Fastest Pace Since 2004

•   China Dec. Foreign reserves: China's foreign exchange reserves reach $3.25 trillion, hitting 6-year high

•   Japan Nov. Household spending: Japanese Households Cut Spending Even Before Omicron Hit

•   한국 12월 외국인 증권투자: 외국인, 지난달 한국 주식 4.3조원 순매수…두달 연속 '사자'

•   한국 주간 아파트 수급동향(부동산원): 아파트 매수심리 '꽁꽁'…지방 8개道 팔자 > 사자

[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

[Calendars]

•   WSJ: Economy Week Ahead: the Fed, Inflation, Consumers

•   FT: Easing of Covid travel rules and upbeat retail data should assuage new year blues

•   Bloomberg: U.S. Inflation Rate Is Probably Going to Spike Again: Eco Week

[News]

•   WSJ: Jobs Report Likely Keeps Fed on Track for Rate Rise in March

•   WSJ: Supreme Court Shows Skepticism Over Biden’s Covid-19 Vaccinate-or-Test Mandate

※   Justices consider whether federal government is overstepping its authority with mandates for healthcare workers and employees of large companies

•   WSJ: Frustrated They Can’t Get Covid-19 Tests, Americans Go About Their Lives

•   WSJ: Global Covid-19 Cases Cross 300 Million Mark

※   Weekly cases have jumped at the start of this year to almost 10 million from 5.5 million at the end of last month, according to Johns Hopkins

•   WSJ: U.S. Covid-19 Seven-Day Case Average Tops 700,000

•   WSJ: New Omicron Studies Help Explain Why the Variant Is Mild but Spreads Fast

•   WSJ: Biden to Deliver State of the Union Address on March 1

•   WSJ: U.S. Offers Russia Dialogue, Eyes Sanctions if Ukraine Is Invaded

※   Week of talks to open Sunday night with dinner in Geneva; Antony Blinken sees ‘two paths before us’

•   WSJ: U.S. to Discuss Scaling Back Military Exercises, Missile Deployments in Europe in Monday’s Russia Talks

•   WSJ: Richmond Fed’s Barkin Says a March Rate Rise Is Conceivable

•   WSJ: U.S. to Spend $10 Billion to Boost Small Businesses

•   WSJ: Americans’ Finances Got Stronger in the Pandemic—Confounding Early Fears

•   WSJ: Omicron and the Week America Is Calling In Sick

•   WSJ: Labs Limit Covid-19 Test Access as Demand Soars

•   WSJ: How Reliable Are Covid-19 Rapid Tests for Detecting Omicron?

•   WSJ: Kazakhstan’s President Gives Security Forces Order to Shoot to Kill Without Warning

※   Leaders called on a Russia-led security alliance for help after days of antigovernment protests

•   WSJ: Kazakhstan’s Elite Got Richer on Natural Resources. Then Came the Unrest.

•   WSJ: Russia’s Border Tensions Translate Into Market Pain

•   WSJ: Russia Readies Scores of Transport Planes as Troops Pour Into Kazakhstan

•   WSJ: Russia’s Putin Seizes on Crises to Assert Control Over Former Soviet Republics

•   WSJ: Beijing Watches Civil Unrest in Kazakhstan With Wary Eye

•   WSJ: Europe’s Workers See Living Costs Rise, but Pay Isn’t Keeping Pace

•   WSJ: Iran Navy Port Emerges as Key to Alleged Weapons Smuggling to Yemen, U.N. Report Says

•   WSJ: Supply-Chain Issues Leave New Homes Without Garage Doors and Gutters

•   WSJ: Europe’s Omicron Battle Plan: Hassle the Unvaccinated

•   WSJ: In Fight Against Omicron, Highly Vaccinated Israel and U.K. Ditch Some Covid-19 Restrictions

•   WSJ: SEC Pushes for More Transparency From Private Companies

•   WSJ: Investors Brace for Slowing Corporate Bond Sales

•   WSJ: Bond Selloff Rattles Markets

•   WSJ: One of China’s Stronger Developers Falls Rapidly From Favor

※   Shimao’s dollar bonds have dropped to deeply distressed levels

•   WSJ: Earnings Reports This Week Will Help Investors Prep Their 2022 Playbooks

•   WSJ: The ‘January Effect’ Doesn’t Hold Up With Stocks. But Bonds Are a Different Story.

•   WSJ: Is Nuclear Power Part of the Climate Solution?

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

•   WSJ: FedEx Warns of Shipping Delays as Omicron Hurts Staffing Levels

•   WSJ: Electric-Vehicle Race Heats Up as Detroit Makes Its Move

•   WSJ: There Aren’t Enough Chips — Why Are They So Hard to Make?

•   WSJ: PC Slowdown Sets a New Battleground for Chip Makers

•   WSJ: New Studies Find Unprecedented Impact from Supply-Chain Turmoil

•   WSJ: Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed

•   NYT: How Biden and Boris Johnson Reached the Same Place on Virus Policy

•   NYT: U.S. Details Costs of a Russian Invasion of Ukraine

※   The Biden administration and its allies are developing new possible sanctions ahead of a series of meetings to defuse the crisis with Moscow.

•   NYT: Disruption, Dismay, Dissent: Americans Grapple With Omicron’s Rise

•   NYT: Biden Comes Out Swinging Against Republicans as His Agenda Stalls

•   NYT: Early Data Hints at Omicron’s Potential Toll Across America

•   NYT: Behind Kazakhstan Unrest, the ‘Strongman’s Dilemma’

•   NYT: Russia Warns That U.S. Doesn’t Understand Its Goals on Ukraine

•   NYT: Left Out of High-Level Talks, Ukraine Tries Other Diplomatic Channels

•   NYT: How Russia’s Military Is Positioned to Threaten Ukraine

•   NYT: In Ukraine Conflict, Putin Relies on a Promise That Ultimately Wasn’t

•   NYT: NATO Vows United Response to Russian Aggression Against Ukraine

•   NYT: U.S. flight cancellations continue into the weekend.

•   NYT: Why Tesla Soared as Other Automakers Struggled to Make Cars

•   NYT: What’s Next for the Deal Boom?

•   WP: Omicron could have a silver lining by boosting immunity, some experts say. But don’t bet on it.

•   WP: Analysis | Four charts that analyze how omicron’s wave compares to previous coronavirus peaks - Washington Post

•   WP: Manchin’s $1.8 trillion spending offer appears no longer to be on the table

•   WP: 2021 shattered job market records, but it’s not as good as it looks

•   WP: Indian officials announce elections, ban rallies as new daily cases soar to 160,000

•   WP: Russia’s rifts with the West keep growing. How did we get here?

•   FT: Is there an end in sight to supply chain disruption?

•   FT: ECB executive warns green energy push will drive inflation higher

•   FT: Nato stands ready for conflict in Europe, says alliance chief

•   FT: French ambition for a ‘sovereign’ Europe clashes with reality

•   FT: EU’s green taxonomy debate turns red hot

•   FT: Middle England plays its part in countering Omicron

•   FT: UK vaccine panel says no immediate need for second boosters for elderly

•   FT: Tory MP warns of revolt if Boris Johnson doesn’t axe Covid curbs

•   FT: No easy fixes for Sunak to tackle cost-of-living crunch

•   FT: UK household finances strong in face of inflation and spending increase

•   FT: UK council has £52m exposure to troubled power company

•   FT: UK urged to impose windfall tax on offshore oil and gas operators

•   FT: House sales boom drives bidders far above asking prices

•   FT: Wealth inequality rises in Britain after decade of stability

•   FT: Pay gap between UK workers and executives narrows

•   FT: Will US consumer price inflation hit another 40-year high?

•   FT: US economists focus on March rate rise despite weak jobs growth

•   FT: Reddit ‘antiwork’ forum booms as millions of Americans quit jobs

•   FT: Turkey spent at least $7.3bn propping up lira in December

•   FT: South Africa offers clues to life after Omicron

•   FT: Growth equity booms as investors embrace private markets

•   FT: High-flying US tech stocks suffer abrupt reversal on Fed rate fears

•   FT: Investors beat retreat from pandemic-era trends

•   FT: Apple at $3tn: the enigma of Tim Cook

•   FT: Investors lose ground in fight against supervoting shares

•   Bloomberg: Cyprus Finds Covid-19 Infections That Combine Delta and Omicron

※   “There are currently omicron and delta co-infections and we found this strain that is a combination of these two,”

•   Bloomberg: Cypriot Scientist Says Covid-19 Variant Deltacron Not an Error

•   Bloomberg: Biden Says His Economic Plan Working After Record Job Gain

•   Bloomberg: Fed Unites Left and Right in Warning It’s Behind Inflation Curve

•   Bloomberg: Fed Can’t Solve Racism But Leaders Must Speak Out, Bostic Says

•   Bloomberg: Fed’s Daly Favors Gradual Rate Hikes, Faster Balance-Sheet Moves

•   Bloomberg: Omicron Absenteeism Poses Fresh Test to U.S. Economic Strength

•   Bloomberg: Pelosi Opens Door to Virus Aid in Spending Plan as Omicron Rages

•   Bloomberg: Summers Says Fed, Markets Too Sanguine on Anti-Inflation Steps

•   Bloomberg: U.S. Labor Market Recovery in 2021 Masks Wider Inequalities

•   Bloomberg: Electricity Prices Surge Across U.S. Northeast as Cold Sets In

•   Bloomberg: U.S. Productivity Outlook Is ‘Not Promising,’ BOE Official Says

•   Bloomberg: Hunt for Cheap Labor Gets More Expensive for Corporate America

•   Bloomberg: Omicron Absenteeism Could Cause $48 Billion Hit to U.K. Economy

•   Bloomberg: Europe’s Industry Cuts Gas Use by Most Since Early Pandemic Days

•   Bloomberg: France’s Le Maire Says Power Price Surge Is ‘Absolute Emergency’

•   Bloomberg: China Reports Nation’s First Community Spread of Omicron

※   igniting a mass testing blitz in the northern city of Tianjin as the country strives to maintain its zero-tolerance approach to Covid

•   Bloomberg: China’s Economy Is in for More Pain as Virus Cases Persist

•   Bloomberg: PBOC Seen Front-Loading Policy Action Amid Economic Threats

•   Bloomberg: Ex-IMF Official Urges China to Add Carbon to Monetary Goals

•   Bloomberg: China’s First City-Level Restructuring Shows Effect of Slowdown

•   Bloomberg: Sinopharm Says New Protein Booster Works Better Against Omicron

•   Bloomberg: Bolsonaro Says It’s Possible Public Servants Won’t Get Raises

•   Bloomberg: HSBC Sees Virus Surge Slowing Indian Economic Growth This Year

•   Bloomberg: Treasury Market’s Brutal New Year Conjures Return of 2% Yields

•   Bloomberg: Oil Rides Into 2022 on Bullish Wave as Demand Fears Fade

•   Bloomberg: World’s Top Exchanges Are Benefiting From Europe’s Energy Crunch

•   Bloomberg: Meta Expands in Texas With Major Office Lease in Downtown Austin

•   Bloomberg: Robot Trucks Get U.S. Tests, Raising Self-Driving Safety Stakes

•   Bloomberg: Shale Drillers Avoid Emission Cuts From Rockies to Great Plains

•   Bloomberg: BOE Push to Green Quantitative Easing Isn’t Working, Study Shows

•   Bloomberg: New EU Nuclear Plants Need $568 Billion Investment, Breton Says

•   Reuters: U.S. FDA cuts gap for Moderna COVID-19 booster dose as cases surge

•   Reuters: Germany tightens dining rules due to Omicron, loosens quarantine

•   Reuters: UK COVID-19 death toll exceeds 150,000 after Omicron surge

•   Reuters: Chinese coal traders shrug off Indonesian coal export ban

•   Reuters: China to ease debt rules for state-led distressed M&A - source

•   Reuters: EXCLUSIVE China's Kaisa pressured by local government to repay wealth product investors - sources

•   Reuters: Indonesia aims for coal ban resolution at weekend

•   Reuters: ASML's Berlin factory fire to have limited impact on production

•   Reuters: Analysis: Biden's 2022 pitch - target Trump acolytes, woo swing voters

•   Reuters: Analysis: Surging benchmark Treasury yields in reach of 2% on hawkish Fed, inflation fears

•   Reuters: Analysis: Bad timing: Kazakhstan intervention presents unwelcome distraction for Putin

•   AP: Stay home or work sick? Omicron poses a conundrum

•   CNBC: These European countries have a higher prevalence of Covid than both the U.S. and the U.K.

•   CNBC: Inflation amplifies problems for emerging markets like Kazakhstan, says analyst

•   CNBC: Feds deny Oklo’s application to build an advanced nuclear reactor in Idaho

•   CNBC: How A.I. is set to evolve in 2022

•   SCMP: China to host ministers from oil-rich Gulf states as Kazakhstan unrest heightens energy security fears

•   SCMP: Shenzhen’s record power use in 2021 hints at healthy economic growth, despite US-China tech war

•   SCMP: Explainer | Kazakhstan unrest: how will China’s economic interests be affected by the protests?

•   SCMP: China-Australia relations: more Russian pipeline gas could be ‘political hedge’ for Beijing

•   SCMP: China ‘unlikely’ to pressure Iran to make concessions in nuclear talks after US warning time is running out

•   SCMP: China urged to push for better ties with Japan and seek three-way talks with US

•   Caixin: Tech Insider: Xiaomi’s Indian Tax Woes, Covid Outbreak Hits Chips

•   Caixin: Analysis: Washington Will Rethink Its Foreign Chip Strategy

•   Nikkei Asia: Apple and other EV hopefuls chip away at auto industry pyramid

•   Nikkei Asia: Panasonic joins Japan's budding shift toward 4-day workweek

•   Nikkei Asia: Tokyo's daily COVID cases reach 1,224, up 15 times in 1 week

•   Nikkei Asia: Toyota breaks Chinese sales record despite chip crunch

•   Nikkei Asia: Sony looks to generate subscription revenue from EV business

•   Mainichi: Global tax reform deal to require US participation to be effective

•   Economic Times: Indian GDP may grow 9.2% this fiscal on base effect

•   Economic Times: India to overtake Japan as Asia's 2nd largest economy by 2030: IHS

•   Economic Times: Domestic ratings agencies lower FY22 growth estimate to 8.5-9.3% on 3rd wave

•   Economic Times: Omicron unlikely to have much impact on India's economic growth: DPIIT Secretary

•   reNews: German renewables output falls almost 8% in 2021

•   MINING.com: Chinese LFP battery industry increases lithium carbonate demand, drives prices up – report

•   Robotics & Automation News: 2022 Energy Forecast: Ultra-dense power delivery networks are re-shaping the future

•   매경(P1): 반도체가 일냈다…삼성전자 年매출 279조 신기록

•   매경: 7만전자 덫 이젠 풀려날까…삼성전자 '반도체 봄날' 기대되는 이유

•   매경: 4배 팔았다…접는 휴대폰, 실적은 폈다

•   매경: 올레드TV·오브제가전…LG전자 매출 '일등공신'

•   매경: "美 긴축 속도가 문제…전세계 투자·소비 동시에 얼어붙을 우려"

•   매경: "인구 많은 나라보다…1인당 GDP 높은 나라와 교역하는게 이득"

•   매경(P1): 연초부터 대출금리 가파르게 오른다

•   매경: 월급 안 오른 것도 서러운데…은행 대출한도 듣고 울컥

•   매경: 영끌족 자영업자들 어쩌나…한은, 다음주 금요일 금리인상 유력

•   매경(P1): "자산시장 불안 역대급"…공포의 봄 온다 [2022 전미경제학회 경고]

•   매경: 나라마다 국가부채 최고수준…금리 오르면 재정압박 큰 문제

•   매경: 핵심인력 빼오기·기업간 채용담합…저임금 근로자에 큰 피해

•   매경: AI·로봇이 노동자 대체해도 전체 고용은 더 늘어날것

•   매경(P1): 분양가상한제 놓고…이재명 "더 강화" 윤석열 "재건축엔 완화"

•   매경: [단독] 李 "건설사 과다이익 줄여야" vs 尹 "도심 아파트 공급 더 쉽게"

•   매경(P1): 설 앞두고…택배 대란 조짐

•   매경: 李 "소상공인 코로나손실 전액 보상"…金총리 "진지하게 검토"

•   매경: 고속원자로 손잡은 美·日…핵심기술 협력 MOU 체결키로

•   매경: 글로벌 물류대란 언제 풀리나…페덱스코리아 대표에게 물어보니

•   매경: 메타버스 백가쟁명 시대…서로 연결하는 '웜홀' 서비스 나올것

•   한경(P1): 오피스텔 대출한도 '반토막'

•   한경: SK-퀄컴 '초협력 동맹'…5G·반도체·메타버스 공동 투자한다

•   한경: 1시간 거리 10분 만에 주파…"플라잉카, 자율차보다 먼저 온다"

•   한경: 김현진 서울대 우주항공학 교수 "美의 中 드론 규제, 韓엔 기회 될 수도"

•   한경: "자율주행 드론 활용도 무궁무진…농업 혁명·산업보안 주축 될 것"

•   한경: "금리 年 2.5%면 살만하네"…회사채 쓸어담는 기관들

•   한경(P1): 기업들 이번엔 인권법 '발등의 불'

•   한경: "남녀·인종차별로 걸면 다 걸릴 판"…기업들 '날벼락'

•   한경: "獨은 모니터링만 4년…한국은 공론화 없이 덜컥 도입"

•   한경: '사회적 책임' 늘어난 기업, 자금조달 방식까지 바꿔…작년 소셜본드 발행 62조

•   한경(P1): CES 혁신상 휩쓴 기술, 국내에선 '그림의 떡'

•   한경: 배달로봇은 사람? 차?…엘리베이터도 못타는 韓

•   한경(P1): 퇴사 1년 만에 '특허 괴물' 돌변…前 임원 공격에 삼성 '발칵'

•   한경: "Fed, 금리인상·양적긴축 동시에 실시하진 않을 것"

•   한경: "인플레 예상보다 오래갈 것…美, 올해만 금리 8번 올려야"

•   한경: 맨큐 "급증하는 美 국채발행, 폰지사기와 다르지 않다"

•   한경: 北 도발에…유엔 안보리, 10일 긴급회의

•   한경: 김동연 "부동산 놓고 靑과 고성 오가"

•   한경: "세계 공급망 차질 등 경기 하방 위험 확대"

•   한경: 사라진 '영끌·빚투'…은행 가계대출 줄었다

•   한경: 쌍용차·에디슨모터스, 10일 투자계약 체결할 듯

•   서경(P1): [단독] 결국 급할 땐 원전?···12월 발전량 月 기준 역대 최대

•   서경: 신재생 늘수록...커지는 '원전 역할론'

•   서경: "탄소중립에 가장 취약한 산업은 발전 아닌 철강"

•   서경: 공급망 우려에 일상생활 밀접 품목도 비축

•   서경: 소름돋는 미래기술의 戰場···노조·관료, 내년엔 꼭 와보라 [CES 2022]

•   서경: "올 이익 전망 30% 상향"...반도체 투톱 목표가 ↑

•   서경(P1): [단독] 돈 펑펑 쓰고···차기정권엔 '긴축' 족쇄

•   서경: 의무지출 눈덩이인데 "허리띠 졸라라"···자기 모순 빠진 文정부

•   서경: 재정준칙도 지방교부금 수술도 "다음 정부"

•   서경: OECD "코로나發 조세 감면, 중단 시점 신중히 고려해야"

•   서경(P1): 불분명한 중대산업재해, 고용부 '자문기구'서 판단한다

•   서경: [단독]국민연금 '주주대표소송 리스트' 작성···'첫 타깃 누구' 재계 긴장

•   서경: 내년 우주여행 떠날 비행선 눈앞에...3,500억弗 신시장 '활짝'[CES 2022]

•   서경: '바다 위 테슬라' 누가 될까...자율선박 시장 선점 속도전 [CES 2022]

•   서경: 실러 “집값 폭등은 심리문제···저금리만으로 설명 안 돼”

•   서경: 캐서린 맨 영란銀 통화정책위원 “글로벌 ‘백신 불평등’ 해소 없인 공급망 극적인 개선 어려워” [2022 전미경제학회]

•   서경: 로즌그렌 전 보스턴 연은 총재 “연준 긴축에 경기 하방 압력···美증시 조정 가능성” [2022 전미경제학회]

•   서경: [단독] 경제 내세운 이재명, 10대 그룹 CEO와 토크콘서트

•   서경: ASML “EUV 모듈 생산 차질”···삼성·SK하이닉스, 첨단공정 늦어지나

•   서경: 中企 98% “세금 많아서 가업 승계 어렵다”

•   서경: 증시 불안에···MMF 1주새 20조 뭉칫돈

•   서경: 與 '재건축 안전진단 완화' 시동···국토부는 "집값 자극할라" 난색

•   서경: "집값 비싸 못살겠다"···脫서울 10년래 최대

•   조선(P1): ‘잡초’만 남긴 탈원전 쓰나미

•   조선: 울진군 식당·주점 700곳 줄폐업… “원전 경제효과 67조 날렸다”

•   조선: IAEA “전세계 원전 20년내 100기 더 건설”

•   조선(P1): [NOW] 세금 수십억 쓴 ‘공공 메타버스’… 볼거리가 없네

•   조선: 中 “한국서 유입 확진자 늘었다”… 한국發 입국자에 코로나검사 3회 요구

•   조선(P1): “주먹구구·비과학적 규제” 정치권, 방역패스에 시끌

•   조선: 미접종자, 마트서 근무는 되고 쇼핑은 안돼… 방역패스 기준 논란

•   조선: 법원 “방역패스로 얻는게 뭔가” 묻자… 제대로 대답 못한 복지부

•   조선: 원자력 박사는 대기업行, 엔지니어는 세무사로… ‘인재 대탈출’

•   조선: 학생들도 외면… 17개대학 원자력학과 신입생 34% 급감

•   조선: 탈원전 5년 성적표… 해외원전 수주 ‘0′

•   조선: [단독] 탈원전 앞장섰던 산업부 “한국 원전이 세계 최고”

•   조선: [단독] 한수원, 이번에는 文의 탈원전 선언 6대 논리로 반박

•   조선: 해외 유입 확진자 70% 오미크론 변이에 감염

•   조선: 로봇과 AI 앞세운 K스타트업, CES를 호령하다

•   조선: 중국 ‘시안 봉쇄’ 장기화…삼성전자 감산으로 낸드플래시 가격 오르나

•   조선비즈: “거래절벽이라는데”… 서울 ‘초소형’ 아파트 매매는 늘었다

•   조선비즈: [韓경제, S와 싸워라]⑤ “가계부채 등 감안한 적정금리 연 2%…취약계층 재정 지원 병행해야”

•   인베스트조선: 오미크론은 인플레 자극ㆍ반도체는 버팀목 안돼...'실적부터 확인하라'

•   중앙(P1): ‘코로나 알약’ 60세 이상 미접종자 우선 처방 전망

•   중앙: 문 정부 4년간 공무원 11% 늘어…노태우 정부 이후 최대

•   중앙: 韓에 퍼지는 주 4.5일제…2년전 4일제 먼저한 기업 성과보니

•   중앙: ‘집값 하락’ 공언하는 정부 눈치? 통계기관 전망 발표 미뤄

•   동아(P1): 스타벅스-맥심… 커피값도 오른다

•   동아(P1): 산처럼 쌓이는 쓰레기… 매일 50만t씩 배출

•   한국(P1): 北, 베이징올림픽 불참 확정에도, 정부 "종전선언 불씨 안 꺼졌다"

•   국민(P1): 그들만을 위한 ‘쪼개기 상장’… 모회사 개미는 눈물

•   국민: 서울 동북권 소형 아파트값 하락세

•   서울(P1): ‘3高 쓰나미’ 오는데 대선 돈풀기만 집착

•   세계(P1): ‘일자리 정부’라더니… 대졸 취업률은 바닥 [심층기획-‘일자리 정부’ 헛구호]

•   한겨레: [단독]초과세수 또 최대 10조 생길 듯… ‘꽃샘 추경’ 힘 받을 듯

•   머니투데이(P1): 2.5억명 올라탄 '제페토'...올해 기업가치 3조 넘는다

•   머니투데이: 제페토는 시작일뿐?..새로운 K-메타버스 속속 몰려온다

•   머니투데이: 영화에서나 보던 '이것', 올해 나온다...미래 둘러싼 빅테크 각축전

•   머니투데이: 대기업 총수 '미등기임원' 계열사들 공개될까...공정위도 "ESG"

•   머니투데이: 10대 건설사, 올해 22만가구 공급…"실제 공급, 대선 따라 갈듯"

•   헤럴드경제: 빨리 늙어가는데…정년연장은 입도 못떼

•   헤럴드경제: ‘한·영 FTA 1년’ 교역 33% 증가…“연내 개선협상 개시”

•   파이낸셜뉴스(P1): 월세 갱신가구 6곳중 1곳은 전세서 갈아탔다

•   파이낸셜뉴스(P1): SK, ICT 3사 뭉쳤다... "올해만 1조 투자유치" [CES 2022]

•   파이낸셜뉴스: 치솟는 유연탄값에 팔수록 손해... 시멘트업계 '셧다운' 위기 고조

•   파이낸셜뉴스: 전기차 생존 걸린 전쟁… 소프트웨어에 성패 달렸다 [2022 신년기획]

•   디지털타임스(P1): [기획] 중대재해법 살얼음판 걷는 기업들

•   디지털타임스(P1): [뉴스분석] 다시 코로나 이전 금리로 서민 경제 한파 몰아치나

•   디지털타임스(P1): 세계경제 인플레 파장… 영향권 들어선 수출한국

•   이데일리(P1): '단군 이래 최대' LG엔솔이 온다…자본시장 '들썩'

•   이데일리: 사모펀드도 속속 설정…특수 맞은 BBB급 회사채

•   연합: 오후 9시까지 전국서 2천805명 확진…10일 3천명 안팎 예상

•   연합: 신년 추경 이르면 이번 주 윤곽…거리두기·세수 따라 갈린다

•   연합: 역대 정부서 통합·분리 반복했던 기재부…예산 기능 쪼개질까

•   뉴스토마토: (인구절벽 쓰나미①)50년 후 절반이 노인…"일하는 인구 사라진다"

•   뉴스토마토: (인구절벽 쓰나미②)'출산 정책' 예산 지원에만 매몰…"사회적 토양 마련해야"

•   뉴스토마토: (인구절벽 쓰나미③)일할 사람이 없다…"첨단 도입에 고삐죄야"

•   뉴스토마토: (인구절벽 쓰나미④)"저출산, 코로나 극복과 경제 회복이 '절실'"

•   에너지경제: [이슈분석] 이재명표 에너지고속도로 공약 여야 갑론을박…與 "변동성 보완 전력망 확충" 野 "재생에너지 확대와 모순"

•   에너지경제: 올해 육상풍력발전소 경북 영양 등 7곳 준공

•   에너지경제: 올해 LNG 공급능력 4% 증가…수급불안 완화 전망

•   에너지경제: "국내 에너지 수요, 올해 2.7% 늘어 2년째 증가할 듯…항공수송 회복 효과"

•   에너지경제: "탄소중립 달성, 수소터빈 역할 확대 필수"

•   전자신문(P1): [CES 2022]메타버스·AI 등 '웹3.0'이 산업 중심축으로 부상

•   전자신문: [세종만사] 조직문화 성토에 잇따른 이직까지…변화 겪는 관료조직

•   로봇신문: "로봇산업 규제혁신 로드맵 2.0 추진하겠다"

[Opinions]

•   Project Syndicate(Daniel Cohen): The Battle for the French Right

•   Project Syndicate(James K. Galbraith): America's Democratic Future

•   Project Syndicate(Nina L. Khrushcheva): Kazakhstan and the Price of Russia's Empire

•   Project Syndicate(Koichi Hamada): The Power and Poison of MMT

•   Project Syndicate(Djoomart Otorbaev): Chaos and Opportunism in Kazakhstan

•   FT(Editorial Board): No reward for Putin’s aggression

•   FT(Editorial Board): Solving Britain’s high energy bill dilemma

•   FT(Megan Greene): Betting on transitory US inflation is still valid

•   FT(Katie Martin): ‘Spec-tech’ wreck a foretaste of things to come

•   FT(Robert Armstrong): China’s slow motion financial crisis

•   FT(John Dizard): West needs to step up supply of copper for the energy transition

•   FT(Merryn Somerset Webb): Rising energy prices will upset stock markets

•   WSJ(Editorial Board): A Dangerous Moment for Europe

•   WSJ(Editorial Board): The Vaccine Mandate ‘Work-Around’ May Run Aground

•   WSJ(Editorial Board): The Worker Supply Bottleneck

•   WSJ(Editorial Board): In Kazakhstan, Putin’s Dictator Protection Racket Is on Display

•   WSJ(Editorial Board): No Climate Warriors in Frozen Foxholes

•   WSJ(John Bolton): Is the Crisis in Kazakhstan the Rebirth of the Soviet Union?

•   WSJ(Peggy Noonan): The Endless Loop of Covid-19

•   WSJ(Mary Anastasia O’Grady): China’s New Friends in Central America

•   WSJ(Elisabeth Braw): China Takes Lithuania as an Economic Hostage

•   WSJ(David B. Rivkin Jr., Andrew M. Grossman): The Vaccine Mandate Case May Mark the End of the ‘Work-Around’ Era

•   WSJ(Mark Dubowitz, Matthew Kroenig): Biden’s Moment of Truth in Iran

•   WSJ(Elisabeth Braw): China Takes Lithuania as an Economic Hostage

•   WSJ(Luc Montagnier, Jed Rubenfeld): Omicron Makes Biden’s Vaccine Mandates Obsolete

•   NYT(Editorial Board): Russia Invites Calamity if It Invades Ukraine

•   NYT(Paul Krugman): The Economic Case for Goldilocks

•   NYT(Lilia Shevtsova): Ukraine Is Only One Small Part of Putin’s Plans

•   WP(Catherine Rampell): The December jobs report reconfirms: Our economy is still at the mercy of the public health crisis

•   WP(David Ignatius): Russia may have bolstered its hand in Kazakhstan. But the danger remains high.

•   WP(David Von Drehle): Is the world ready for the farmerless tractor?

•   WP(Paul Waldman): Don’t tell Republicans, but the U.S. economy is a bipartisan success story

•   WP(Karen Tumulty): Biden’s biggest worry: Can democracy prove it is worth saving?

•   WP(Josh Rogin): Putin can’t afford crises in both Kazakhstan and Ukraine

•   WP(Fareed Zakaria): With omicron, let’s not fight the last war

•   WP(Lily Kuo): Is China ready to host the Winter Olympics?

•   WP(Heather Long): Why manufacturing has seen the biggest spike in workers quitting

•   Bloomberg(Editorial Board): Kazakhstan Protests: Russian Troops Are No Solution to Unrest

•   Bloomberg(Brian Chappatta): Jobs Report Makes a March Fed Rate Hike Nearly a Done Deal

•   Bloomberg(Marcus Ashworth): Euro Inflation Hits an Unexpected High But It May Just Be a Case of Gas

•   Bloomberg(Julian Lee): 2022 Is When Oil Supply Panic Replaces Fears About Demand

•   Bloomberg(Brooke Sutherland): Industrial Strength: Pandemic? Supply Chain Snarl? Let’s Do a Deal

•   Bloomberg(Hal Brands): Where Trouble Is Lurking Around the World in 2022

•   Bloomberg(Andreas Kluth): Neutrality Is No Longer Tenable in 21st Century Europe.

•   Bloomberg(Clara Ferreira Marques): Kazakhstan Will Only Teach Putin to Be a Stronger Kind of Strongman

•   CNN(Jim Himes): Build Back Better isn't a path to socialism. It's an investment in our nation's children

•   Fox News(Mehmet Oz): Biden didn't defeat COVID. It beat him. Here's what we must do now

•   매경(사설): 탈원전 문제점 조목조목 지적한 한수원, 만시지탄이지만 옳다

•   서경(사설): 정권 끝나가니 "원전은 안전"…한수원의 알리바이 만들기

•   조선(사설): 5년 침묵 한수원 이제야 ‘탈원전 반박’ 모든 책임 文은 어쩔 건가