Business Intelligence Monitor 220114

(Introduction)

[Markets]

•   Global: Corn, soy futures sag on improved South America weather forecasts

※   Stream of Fed remarks makes clear US rate hike in the offing

※   U.S. stocks deepen losses late in the session

※   China lending data spurs policy easing expectation

※   Dollar struggles near two-month low

•   US: Ford crosses $100 bln in market value for the first time

•   Russia: Russian markets hit by rising worries over potential invasion of Ukraine

•   Natural gas: Historic U.S. Gas Rally Sours in Single Day as Volatility Soars

•   Metals: Copper holds near $10000 a tonne as traders eye new rally

•   Grains: Corn, soy futures sag on improved South America weather forecasts

•   한국: 코스피 0.35% 하락 마감…옵션만기일 기관 순매도

•   한국: LG전자 '애플카 어게인'…전장가치 부각, 주가 강세

[Indicators]

•   US Dec. PPI: Producer-Price Increases Slowed From Record Pace in December

※   Prices that suppliers charged businesses and other customers last month rose 0.2% from November, lowest increase in 13 months

•   US Dec. Construction backlog: Construction Backlog Indicator Falls: ABC

•   US Weekly Jobless claims: U.S. Jobless Claims Rise to 230,000

•   Argentina Dec. CPI: Argentina’s Monthly Inflation Accelerates as IMF Talks Stall

•   한국 11월 재정수지: 믿을 수 없는 기재부…국세 60조 더 걷혔다

•   한국 12월 가계대출: 고강도 규제에 가계대출 증가세 확 꺾였다···은행은 12월 첫 감소

•   한국 12월 이후 국제금융·외환시장 동향: 외국인, 지난해 국내 주식·채권 46兆 사들였다

•   한국 1월 HSBI 전망치: 전국 주택사업 경기 전망 여전히 ‘부진’

•   한국 주간 아파트 가격(부동산원): '작년 상승 1위' 노원도 집값 내렸다…경기도 전셋값 2년5개월 만에 하락

[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: Supreme Court Blocks Biden Vaccine Rules for Private Employers, Allows Them for Healthcare Workers

※   Justices deliver mixed outcome on administration’s Covid-19 mandates

•   WSJ: Vaccine Ruling Settles Divisive Issue for U.S. Companies

•   WSJ: Biden Says U.S. to Procure 500 Million More Covid-19 Tests

•   WSJ: Biden Expresses Doubt About Passage of Elections Bill

•   WSJ: Fed’s Brainard Says Reducing Inflation Is Top Priority

•   WSJ: Inflation Surge Is on Many Executives’ List of 2022 Worries

•   WSJ: As U.S. Approaches ‘Full Employment,’ New Inflation Risks Emerge

•   WSJ: Fed’s Evans: Time to Move Toward Tighter Monetary Policy

•   WSJ: Russia Suggests Military Deployment to Venezuela, Cuba if Tensions With U.S. Remain High

※   Deputy foreign minister says Moscow couldn’t exclude sending military infrastructure to the two countries

•   WSJ: Energy Dependence Ties Europe’s Hands in U.S.-Russia Crisis

•   WSJ: Omicron Appears to Have Peaked in U.K., Offering Hope the Wave Is Receding

•   WSJ: China Looks to Secure Supplies as Strains With U.S. and Its Allies Grow

•   WSJ: Chinese Economist Suggests China Spend More to Boost Its Birthrate—and Is Blocked From Social Media

•   WSJ: Huge U.S. Investments at Risk in Kazakhstan Unrest

•   WSJ: PC Shipments Faced Tough Fourth Quarter, but Pandemic Supplies a Brace

•   WSJ: One of the World’s Dirtiest Oil Patches Is Pumping More Than Ever

•   WSJ: TSMC to Invest Up to $44 Billion in 2022 to Beef Up Chip Production

※   From cars to data centers, robust demand for semiconductors will help keep TSMC growing, CEO says

•   WSJ: Elon Musk, Hollywood Actors Criticize California’s Plan to Cut Solar Subsidies

•   WSJ: Do We Need N95 Masks to Protect Against Omicron?

•   WSJ: Second Life Founder Returns to Take On the Metaverse

•   NYT: Price Controls Set Off Heated Debate as History Gets a Second Look

•   NYT: Russia, at an Impasse With the West, Warns It Is Ready to Abandon Diplomacy

•   NYT: For Putin, Propping Up Allies Is Turning Into a Perilous Bargain

•   NYT: NATO Won’t Let Ukraine Join Soon. Here’s Why.

•   NYT: Trading Threats, the U.S. and Iran Inch Closer to a Nuclear Pact

•   WP: Another sign that Trump and the GOP want to upend 2024 to their advantage

•   WP: Democrats worry Biden could pay the political price for rising inflation

•   WP: Energy Department to announce Clean Energy Corps, hire 1,000 staffers to work on climate change

•   FT: Collateral damage in the energy transition: government revenue

•   FT: Spain cracks down on short-term contracts with labour reform

•   FT: Lithuania’s foreign minister calls on EU to stand up to China

•   FT: Tories turn on each other as Boris Johnson faces pressure to quit

•   FT: Covid self-isolation period to be cut to five days in England

•   FT: How to shift the gloomy narrative around Brexit

•   FT: UK heavy industry unlikely to get government help with high energy prices

•   FT: UK businesses report doubling of staff absences as Omicron cases surge

•   FT: Fed official open to more than three US rate rises this year

•   FT: ‘A major failure’: Fed under fire for handling of trading scandal

•   FT: China GDP: five things to watch ahead of Xi’s push for a third term

•   FT: Nazarbayev and the power struggle over Kazakhstan’s future

•   FT: Thyssenkrupp touts hidden hydrogen gem inside conglomerate

※   German group seeks to list unit as demand for green solutions surges

•   Bloomberg: Covid Loses Most Infection Capacity After 20 Minutes in Air

•   Bloomberg: Omicron Hits U.S. Small Firms, With One-Third Posting Sales Drop

•   Bloomberg: U.S. Pushes Europe Over Sanctions With Wary Eye on Putin

•   Bloomberg: High Power Prices Mean Wind Farms Are Paying the U.K. Government

•   Bloomberg: Global Carbon Price Could be ‘Game Changer,’ BOE Official Says

•   Bloomberg: Indonesia’s Coal Ban Remains Even as Dozens of Ships Depart

※   About 1 million tons of exports have been permitted to leave

•   Bloomberg: High Coal Prices to Speed India’s Efforts to Curb Imports

•   Bloomberg: China Hurt Most by Indonesia’s Move to Keep Nickel at Home

•   Bloomberg: China Shuts Hospitals After Harsh Pandemic Rules Led to Deaths

•   Bloomberg: China Finds Omicron in Another Port City, Further Threatening Supply Chains

•   Bloomberg: Shipping Congestion Is Growing at World’s Biggest Port

※   Ships re-route from Ningbo port to avoid trucker snarl

•   Bloomberg: Evergrande Unit Gets Investors to Back Yuan Bond Payment Delay

•   Bloomberg: Shimao Looks to Delay Repayments on $183 Million of Securities

•   Bloomberg: Xi Reshapes China Property Market Paving Way for State Dominance

•   Bloomberg: China GDP Growth to Slow, Boosting Case for Rate Cut

•   Bloomberg: Wear Two Masks to Keep Omicron at Bay, Hong Kong Experts Say

•   Bloomberg: Chile’s President-Elect Sounds the Alarm Amid Economic Boom

•   Bloomberg: Bond Sales Smash $113 Billion in Europe’s Biggest Week Ever

•   Bloomberg: Physical Oil Markets Are Booming as Traders Look Beyond Omicron

•   Bloomberg: Europe to Ramp Up Diesel Shipments to Cold-Gripped U.S. East

•   Bloomberg: Elon Musk Says Tesla Isn’t in India Yet Due to ‘Challenges With the Government’

•   Bloomberg: Toyota Extends Tianjin Plant Halt Due to City’s Covid Clampdown

•   Bloomberg: Climate Change Made the Last Eight Years the Hottest on Record

•   Bloomberg: La Nina Forecast to Persist Through May Before Fading Away

•   Reuters: U.N. report projects global economy growth to slow in 2022, 2023

※   UN: World Economic Situation and Prospects 2022

•   Reuters: Central banks start turning off the cash taps

•   Reuters: AstraZeneca says early trial data indicates third dose helps against Omicron

※    its COVID-19 shot, Vaxzevria, generated an increase in antibodies against the Omicron and other variants when given as a third booster dose.

•   Reuters: EXCLUSIVE Fed's Daly: March liftoff is 'quite reasonable'

•   Reuters: Omicron becomes dominant variant in Germany - RKI institute

•   Reuters: German industry expects economy to grow by 3.5% in 2022

•   Reuters: Don't drag Nord Stream 2 into conflict over Ukraine, German defmin says

•   Reuters: Europe at greatest risk of war in 30 years, Poland warns

•   Reuters: China growth seen slowing to 5.2% in 2022, modest policy easing expected

•   Reuters: China hopes U.S. can enable more trade amid 'Phase 1' deal uncertainties

•   Reuters: Explainer: Oil price spike leaves limited options for Biden

•   Reuters: Analysis: Election risk? No sweat for bond investors in Italy, France

•   Reuters: Analysis: Rising sol: Peru's currency gains lift from rate hikes, trade winds

•   Reuters: Analysis: U.S. energy shares on fire again to start 2022, stoked by inflation

•   Reuters: Analysis: India's new COVID-19 rules aim to free up resources but carry risks

•   AP: China faces omicron test weeks ahead of Beijing Olympics

•   AP: EXPLAINER: How Europe is trying to deal with its gas crisis

•   CNBC: U.S. officials prepare for escalation as NATO-Russia talks end with no resolution on Ukraine tension

•   CNBC: Inflation will not normalize soon so seek stocks with ‘pricing power,’ strategist says

•   CNBC: Soaring used car prices are pushing inflation higher, and there’s not much the U.S. can do about it

•   MarketWatch: ‘There’s no way the stock market goes up this year, it probably goes down pretty aggressively,’ says hedge-fund honcho Kyle Bass

•   MarketWatch: America’s housing market is in the grip of an inflation storm

•   SCMP: Climate change: green hydrogen to get cheaper by 2030 as China drives policies favouring clean fuel to control emissions

•   SCMP: China’s factories are wrestling with labour shortages. Age-old prejudice partly explains why

•   SCMP: China’s soybean production to increase 40 per cent by 2025 amid food-security alarms

•   SCMP: China to pursue major standards-setting role in 6G mobile technology amid Chinese lab’s recent breakthrough

•   Caixin: China Sets Five-Year Targets to Boost Digital Economy

•   Caixin: In Depth: China’s Property Slump Pushes Real Estate Agencies to Remake Their Business

•   Nikkei Asia: Hitachi to sell half its stake in Hitachi Construction Machinery

•   Mainichi: Japan gov't to maintain FY2025 target for achieving primary balance surplus

•   Economic Times: Pre-budget survey: Factors that could cloud India's economic horizon from here on

•   Economic Times: India's forex reserves to face $256 billion overseas debt challenge in next 12 months

•   MINING.com: RANKED: Top 20 EVs of 2021 – costs jump as lithium, cobalt, nickel prices surge

•   Construction Equipment: Three of Four Contractors Looking for Workers: AGC

•   Industrial Vehicle Technology: New all-terrain electric vehicle readying for pilot stage

•   DIGITIMES: Automakers take initiative to mitigate auto chip shortage

•   Robotics Tomorrow: Trends Shaping the Automation Industry

•   Robot Report: December 2021 robotics investments and acquisitions

•   매경(P1): 한중일CEO "脫탄소 성공에 원전 필요"

•   매경: 한국 대선 후 새 정부에 바라는 건…日 "양국 관계개선" 中 "동북아 협력"

•   매경: 韓 규제·日 저성장·中 저출산…3國 CEO 경제화두 제각각

•   매경: 한국 CEO, 脫탄소 정책 속도·비용부담 우려 가장 커

•   매경: 가장 주목할 기업인은…韓 이재용·정의선, 中 런정페이·레이쥔, 日 도요다 아키오

•   매경(P1): [단독] 국민연금 소송戰…자회사도 사정권

•   매경: 국민연금, 모회사 주식 1%로 손자회사까지 소송…3000社 위협

•   매경: "지주회사 세웠더니 뒤통수"…재계 분통

•   매경: "소송 남발하면 기금운용 꼬여"

•   매경(P1): [단독] LG엔솔·혼다, 美에 배터리 합작사 세운다

•   매경: "국회 앞 삭발투쟁 불사하겠다"…차등의결권 막힐 위기에 벤처기업 강력반발

•   매경: 메모리서 저장·연산 동시에…삼성, AI반도체'성큼'

•   매경: 최태원 "정책 탄력적 운영을" vs 조성욱 "총수 사익추구 걱정"

•   매경: 개미털기 패턴, 어쩜 변한게 없네…코스피 흔들리자 또 공매도 기승

•   한경(P1): '직업적 성취' 대신 '게으름' 선택…노동 거부의 시대

•   한경: "고연봉·유연근무도 싫다"…사표 던지는 MZ세대

•   한경: 인력난에…美 중견기업 81% "올해 임금 올릴 것"

•   한경: 원할때만 근무 '자발적 비정규직' 넘쳐

•   한경(P1): '직업적 성취' 대신 '게으름' 선택…노동 거부의 시대

•   한경(P1): 현대重·대우조선 합병 좌초…EU, 기업결합 최종 불허

※   European Commission: Mergers: Commission prohibits proposed acquisition of Daewoo Shipbuilding & Marine Engineering by Hyundai Heavy Industries Holdings

•   한경: '13조 혈세' 들어간 대우조선, 다시 채권단 관리 체제로

•   한경: 양사 합병 주도했던 産銀 책임론 불거져

•   한경: 노인빈곤율 OECD 중 최악…연금개혁은 15년째 제자리

•   한경: 경제·증권 전문가 10명 모두 "한은, 14일 기준금리 올릴 것"

•   한경: 절치부심 신동빈 "메타버스는 반드시 선점"

•   한경: '배달로봇' 뉴비는 규제가 무서워요

•   한경: '5G 대중화' 노리는 삼성·애플…중저가 스마트폰 내놓는다

•   한경: 경남, 수소터빈 산업 육성 본격 '시동'

•   서경(P1): "경제블록 중심 헤쳐모여"···통상 판이 바뀐다

•   서경: 외교·안보 축으로 통상 재편···美 주도 'IPEF 태풍'도 몰려온다

•   서경: 美, 동맹들과 '中 노동·환경' 정밀타격···"韓, 객관적 기준 세워야 中보복 최소화"

•   서경: 여한구 통상교섭본부장 "新통상 트렌드는 '기술'···AI·6G 표준 주도국이 산업패권 잡는다"

•   서경: 印, 비동맹·통상 독자주의로 존재감 키워···濠, 美와 밀착 강화해 대중 압박전선 형성

•   서경(P1): "추가세수로 자영업자 지원하라"...文, 대선전 추경 공식화

•   서경: 與 이어 文까지 '돈풀기' 압박···추경 '20조+α' 졸속 편성 예고[대선 前 추경 공식화]

•   서경: 추경 공식화에 긴장하는 국채 시장··· 금리인상 불 붙나

•   서경: 대선 이후에도 추경 가능성···올 국가채무 1,100조 넘어서나

•   서경: [시그널]정치에 휘둘리는 국민연금 기금운용위···920조 투자·운영 독립성 높여야

•   서경: 노조의 부당요구 현실 보고도···靑 "노동이사제가 효율성 제고"

•   서경: CES發 확진자 119명 ...해외 입국자 방역 강화

•   조선(P1): 설연휴까지 6인 모임... 거리두기 일부 완화 유력

•   조선(P1): 3년째 새 공장 못 짓는 반도체 강국

•   조선: 반도체 中企들 한숨 “52시간·환경규제 완화 하나도 반영 안됐더라”

•   조선: 美, 반도체 공장 짓는 삼성에 1조원 지원… 日은 TSMC 유치에 4조원 쏟아부어

•   조선: 윤석열 “文 탈원전 탓에 전기요금 인상… 백지화하겠다”

•   조선: 내 지갑을 쥐어짠다, 스크루플레이션 공포

•   조선: [WEEKLY BIZ] 코로나가 낳은 황금알 mRNA, 21세기 만병통치 노린다

•   조선: 수출은 사상 최고, 무역수지는 적자...뭔가 이상한데?

•   조선: 바둑판 물류센터의 비밀...사람이 200개 꺼낼 때, 로봇은 700개 꺼낸다

•   조선: [단독] 녹색에너지서 원전 제외… 탈원전 인사가 연구용역 맡았다

•   조선: 한국 입국자, 20일부터 대중교통 이용 못한다

•   조선비즈: 마이크로LED TV 안 팔리네… 화질 뛰어나지만 1억 넘어

•   조선비즈: 전기차 소재 리튬 가격, 1년 새 460% 폭등… 韓 배터리 어쩌나

•   중앙(P1): [view] 물가·금리↑일자리↓…3중 한파 몰아친다

•   동아(P1): 美 ‘北미사일’ 즉각 제재 “모든 수단 동원해 대응”

•   문화: 노동계 표 움켜쥔 한국노총… 각당 대선후보에 ‘질의서 엄포’ 논란

•   문화: 경제성·안전성 압도적인 SMR… 탈원전·수소법 외면에 ‘발목’

•   문화: 美, SMR 발전소 건설 확정… 러, 선박에 탑재… 中은 화성탐사에 활용

•   문화: “정책 일관성 · 장기적 재원 뒷받침 절실”

•   문화: 건설업계, 현산 사고에 당혹… 각종 규제 완화 명분 퇴색

•   한국: 원인은 '감감' 화재는 '계속'…신성장동력 ESS 빨간불

•   한겨레: 삼성전자 ‘상호 존댓말’ 아직 어색하지만…

•   경향: ‘전략무기 고도화’ 북한의 다음 스텝은 ‘SLBM 완료’ 가능성

•   머니투데이(P1): "조금 더 서두르지"…정권 막바지에 쏟아지는 '균형발전 정책'

•   머니투데이(P1): "AR 켜니 눈앞에 수소드론이 둥둥"...두바이서 본 한국의 미래

•   머니투데이: "금요일은 4시간 근무"…'주4.5일제' 직급까지 없애는 대기업

•   머니투데이: "4년후 25조원으로 성장" 날개 단 스마트농업, 갈길 먼 韓, 이유는

•   헤럴드경제(P1): 서울 상권의 新지도…강남 UP, 강북 DOWN

•   헤럴드경제: 세 부담에…다시 찾아온 ‘증여’의 시간

•   헤럴드경제: 4%금리 덕?…BBB 회사채에 ‘뭉칫돈’

•   파이낸셜뉴스(P1): 칼뺀 카카오…CEO, 상장주식 2년간 못판다 [카카오 전면쇄신]

•   파이낸셜뉴스: 車판매 하반기부터 회복… 코로나 이전 수준은 내년에나 가능 [현대차 2022 시장 전망]

•   파이낸셜뉴스: 운전자 개입없이도 자율주행.. ‘레벨3’ 수준 G90 4분기 출시 [현대차 2022 시장 전망]

•   파이낸셜뉴스: 삼성전자, 美 특허보유 2위... TSMC·화웨이 추격 무섭네

•   아시아경제(P1): 삼성TV·현대車 가격까지 통제한다는 文정부

•   아시아경제: '관치물가' 재소환한 기재부…14년 전 'MB 물가지수' 실패 데자뷔

•   디지털타임스(P1): 금리인상·인플레 현실화 "회색 코뿔소가 다가온다"

•   디지털타임스: 갤럭시S22·아이폰14 가격인상 조짐… 부품난, 결국 소비자 몫?

•   이데일리: '수출 2%대 성장’ 목표 세운 정부…올 한해 첩첩산중

•   연합: 오후 9시까지 전국서 3천993명 확진…어제보다 508명 많아

•   SBS Biz: [단독] 삼성전자, SK하이닉스보다 더 준다…경계현 사장, 추가 보너스 예고

•   더구루: 뉴스케일파워, 美 GSE솔루션과 'E2센터' 구축 맞손

•   글로벌이코노믹: [단독] "한국 차부품업체들, '애플카 TF' 구성"

•   에너지경제: [이슈분석] "전기료 4월부터 인상, 대선의식 아냐" 관련 당청 반박에도 꺼지지 않는 논란 불씨

•   에너지경제: 작년 가스선박 국내 수주량 폭증…LNG 551.4%·LPG 542.6% ↑

•   에너지경제: [전기차시대의 그늘②] 중소 부품사 60% 퇴출…고용감소 '도미노'

•   전자신문(P1): LG이노텍, 테슬라에 전장 카메라 대량 공급 추진

•   전자신문(P1): 정부 "백신 산업 '제2반도체'로 육성"

•   ZDNet Korea: 車 산업 디지털 전환 가속화…미래차 생태계 활성화

•   로봇신문: 새해 주목받는 로봇 구독 서비스(RaaS) 사업자 '톱7'

[Opinions]

•   Project Syndicate(Jim O’Neill): A Bad Year for Markets?

•   Project Syndicate(Takatoshi Ito): What Biden Should Do on Trade

•   FT(Editorial Board): Closing the transatlantic corporate divide

•   FT(Editorial Board): The trials of managing people in a pandemic

•   FT(Edward Luce): America’s nagging echoes of the 1970s

•   FT(Robert Armstrong): Inflation: it’s not just for goods any more

•   FT(Charlie Robertson): Kazakhstan turmoil shows double-edged impact of commodity surge

•   FT(Samuel Charap): Nato honesty on Ukraine could avert conflict with Russia

•   FT(Lex): TSMC: shrinking transistors power a growing giant

•   WSJ(Editorial Board): What Inflation Costs Workers

•   WSJ(Jason Furman): Four Reasons to Keep Worrying About Inflation

•   WSJ(Daniel Henninger): Omicron Has Killed Certitude

•   NYT(Dorry Segev, William Werbel): Omicron Isn’t Milder for Everyone, Like Our Patients

•   WP(Josh Rogin): We can’t neglect North Korea for another year

•   WP(Nargis Kassenova): Why Kazakhstan will not be returning to Russia’s fold

•   Bloomberg(David Fickling, Anjani Trivedi): Omicron May Finally Give Us a Supply-Chain Crisis

•   Bloomberg(John Authers): This Is a Broad Inflation Problem. Can It Be Controlled?

•   Bloomberg(Tim Culpan): TSMC Announces a Budget of $44 Billion, a Warning Sign to Any Chip Challengers

•   Bloomberg(Javier Blas): Gazprom Tweets About European Gas Shortages It May Be Creating

•   Fox News(Rebecca Grant): Putin is picking a fight he can't win with Ukraine

•   조선(사설): 탈원전 문제 지적 공무원에 끝내 보복, 文 임기 말까지 속 좁은 오기