Business Intelligence Monitor 220117

(Introduction)

[Markets]

•   Global: Stocks stumble, yields jump on rates outlook; oil rallies

•   Natural gas: European gas prices jump after collapse of Russia’s talks with US and Nato

•   Metals: Nickel hits its highest since 2011 as stockpiles dwindle

•   Iron ore: Iron ore price down on demand uncertainties

•   Grains: Soy futures ease on outlook for rain to aid South America crops

•   한국: 코스피, 기관·외인 매도에 1.36% 하락…긴축 경계 강화

•   한국: TSMC 통 큰 투자에 반도체 장비株 훈풍

•   한국: 금리 올린날 14조 추경···더블펀치 맞은 국채시장

[Indicators]

•   US Nov. Business inventories: Automobiles boost U.S. business inventories in November

•   US Dec. Retail sales·Industrial production: U.S. Retail Spending, Manufacturing Drop as Omicron and Inflation Surge

※   Retail sales dropped 1.9% in December, a big slowdown at the holiday season’s end; manufacturing output fell for first time since September

※   WSJ: It Will Take Time to Dig Out of This Consumer-Spending Hole

•   US Dec. Home sales: U.S. Home Sales Tumble Most in 18 Months With Listings Scarce

•   US Dec. Construction input prices: Construction Input Prices Continue to Rise

•   US Dec. Export·Import prices: US import prices fall in December on petroleum products

•   US Jan. Consumer sentiment: Consumer Sentiment in U.S. Drops on Inflation, Omicron Fears

※   University of Michigan index fell to 68.8 in early January

•   US Weekly Rig count: US drillers add most oil and gas rigs in a week since April

•   Eurozone Dec. Balance of trade: Eurozone Trade Balance Swung to Deficit in November

•   Germany 2021 GDP(final): German Slowdown Sends Global Warning Signs on Supply Chains, China

•   UK Nov. GDP: UK economy grew beyond pre-pandemic size before Omicron hit

•   UK Q4 Mortgage demand: UK mortgage demand cools amid economic concerns

•   China Dec. Balance of trade: China’s Export Machine Notches New Record as Pandemic Grinds On

※   The world’s second-largest economy cemented its place as the world’s factory floor last year, even as relations with the West grew more tense

※   SCMP: China trade: exporters poised to maintain short-term growth amid Omicron, but downside risks threaten full 2022 outlook

•   China Dec. Home prices: China Home Market Slump Deepens as Prices Fall for Fourth Month

•   Japan Dec. PPI: Japan producer price index jumps again in December

•   India Dec. WPI: India's Dec WPI inflation at 13.56% as firms fight rising costs

•   한국 기준금리: 기준금리 1.00→1.25% 또 인상…22개월만에 코로나 이전 수준

※   한국은행: 통화정책방향(2022.1.14)

•   한국 2021년 자동차 생산: 16년만 '낙제점' 기록한 한국 車 산업…생산량 350만대 붕괴

•   한국 1분기 제조업 시황 전망 BSI: 산업硏 "올해 제조업 전망 작년보다 좋다"

•   한국 주간 아파트 수급동향(부동산원): 전국 아파트 실거래가 지수도 꺾였다

•   한국 주간 주택시장 동향(KB): 강남 턱밑 '수용성'까지 집값 한파 몰아닥쳤다

[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: China GDP, U.S. Housing

•   FT: A week of elections and electioneering

•   Bloomberg: China’s Economy Loses Steam Just as Omicron Spreads: Eco Week

[News]

•   WSJ: Omicron Surge Pressures U.S. Hospitals

※   Surgeon General Vivek Murthy warns of tough weeks ahead as hospitalizations rise

•   WSJ: Omicron Wave Leads to New Highs of Hospitalized Children Who Have Covid-19

•   WSJ: Omicron Slows in Early U.S. Hot Spots, Offering First Hopes of a Peak

•   WSJ: Covid-19 Test Distribution Plans Put More Pressure on U.S. Supply

•   WSJ: Stretched Hospitals, Nursing Homes Fear Losing More Staff Over Vaccine Mandate

•   WSJ: Omicron Surge Spurs New Covid-19 Relief Push in Congress

•   WSJ: Omicron, Inflation Drive Down U.S. Growth Outlook

※   Forecasters also revise up expected inflation and number of Federal Reserve rate increases

•   WSJ: Fed Pick Sarah Bloom Raskin Faces Some Heat in Confirmation

•   WSJ: Biden Taps Economists Lisa Cook, Philip Jefferson for Fed Seats

•   WSJ: Prosecutors Recommend Dropping Case Over China Ties Against MIT Scientist

•   WSJ: Winter Storm System to Bring Snow to Large Parts of Midwest, Eastern U.S.

•   WSJ: Biden Moves to Remake the Federal Reserve

•   WSJ: Fed Releases Transcripts of 2016 Policy Meetings

•   WSJ: The Week Biden’s Agenda Hit a Wall

•   WSJ: Russia Moves More Weaponry Toward Ukraine, Keeps the West Guessing

※   Tanks, missile launchers and other materiel are seen being shifted westward from bases in the Russian Far East

•   WSJ: Ukraine Government Websites Hit by Cyberattack

•   WSJ: White House Says Russia Is Planning ‘False Flag’ Operation as Pretext for Invading Ukraine

※   Press secretary Jen Psaki says U.S. sees signs invasion could come in matter of weeks

•   WSJ: Russia Arrests Hackers Tied to Major U.S. Ransomware Attacks, Including Colonial Pipeline Disruption

•   WSJ: Russia’s European Neighbors Rattled by Putin’s Moves

•   WSJ: Russia-U.S. Talks Concluded With Posturing and Threats, but No Movement on Either Side

•   WSJ: U.A.E. Just Invested $100 Million in Israel’s Tech Sector as Both Countries Get Closer

•   WSJ: China Evergrande Averts First Onshore Public Default

•   WSJ: Energy Crunch Hammers French Nuclear Giant EDF

•   WSJ: U.S. Businesses Sour on Saudi Arabia in Blow to Crown Prince’s Growth Plans

•   WSJ: China Bans Flights From U.S. as Covid-19 Measures Intensify

•   WSJ: BlackRock Now Manages Over $10 Trillion in Assets

•   WSJ: Day Traders as ‘Dumb Money’? The Pros Are Now Paying Attention

•   WSJ: Why Has the U.S. Stock Market Done So Well? And Can It Continue?

•   WSJ: Pandemic Profits Begin to Ebb at America’s Biggest Banks

•   WSJ: Google, Amazon, Meta and Microsoft Weave a Fiber-Optic Web of Power

•   WSJ: Elon Musk-Backed EV Battery Technology Rises to Dominance in China

•   WSJ: Citigroup Sticks With Its Covid-19 Vaccine Mandate, While GE Drops Its Rules

•   WSJ: Big Tech Braces for a Wave of Regulation

•   NYT: With Voting Bills Dead, Democrats Face Costly Fight to Overcome G.O.P. Curbs

•   NYT: Trump Rally Underscores G.O.P. Tension Over How to Win in 2022

•   NYT: New Sanctions for Russian Gas Pipeline Fall Short in Senate

•   NYT: For Coronavirus Testing, the Nose May Not Always Be Best

•   NYT: Supply Chain Woes Could Worsen as China Imposes New Covid Lockdowns

•   NYT: Critics Say I.M.F. Loan Fees Are Hurting Nations in Desperate Need

•   NYT: Fear of Russia Brings New Purpose and Unity to NATO, Once Again

•   NYT: In the Trenches of Ukraine’s Forever War

•   NYT: The Omicron Shift in Europe: Pandemic or Endemic?

•   NYT: What Davos Looks Like When the World Economic Forum Is Cancel

•   NYT: Energy Ended Up as a Good Bet Last Year. But Now What?

•   NYT: Stock Sectors That Go Up Usually Then Fall. Guess What Happened in 2021?

•   NYT: Halting Progress and Happy Accidents: How mRNA Vaccines Were Made

•   NYT: Oil Producers Aren’t Keeping Up With Demand, Causing Prices to Stay High

•   WP: As Biden ends his first year amid many challenges, is there a second act ahead?

•   WP: As nations decide to live with the virus, some disease experts warn of surrendering too soon

•   WP: Aging bridges are target of $27 billion in infrastructure money

※   White House: FACT SHEET: Biden-⁠Harris Administration Hits the Ground Running 60 Days into Infrastructure Implementation

•   WP: Omicron fallout and tough labor talks likely to rattle supply chains and fuel inflation

•   FT: Supply chain constraints may have peaked in 2021

•   FT: Hydrogen power forecast to bring new dimension to energy geopolitics

※   IRENA: Hydrogen Economy Hints at New Global Power Dynamics

•   FT: Russia writes off security talks as diplomatic ‘dead end’

•   FT: Omicron’s passage prompts countries to ease restrictions

•   FT: Brussels ready to recoup unpaid fines from Poland as rule of law rift widens

•   FT: EU tensions herald fierce battle over future of Poland’s right

•   FT: Romania joins challenges to EU law supremacy

•   FT: Sweden sends troops to Gotland as Russia ups activity in Baltic Sea

•   FT: UK and EU to intensify talks on Northern Ireland trade arrangements

•   FT: Scientists warn on dropping England’s Plan B Covid curb too soon

•   FT: Party’s over for Johnson as boozy lockdown gatherings shatter trust

•   FT: UK homes face fresh energy pain with price cap set to hit £2,400 this year

•   FT: Hospitality warns failure to deliver UK Covid grants could further set back sector

•   FT: Johnson draws up survival plan as calls to quit grow louder

•   FT: Negative-yielding debt total tumbles to $10tn as bond prices drop

•   FT: Investors bet on loans as Fed readies to lift interest rates

•   FT: ‘What if the Bank of Japan blinks?’

•   FT: European sales of electric cars overtake diesel models for first time

•   FT: Airbus dominates single-aisle jet production driving rebound in sector

•   Bloomberg: Fed’s Williams Says Decision on Rate Increases ‘Approaching’

※   Economy in ‘good place’ for fed policy to evolve: NY Fed chief

•   Bloomberg: Fed’s Waller Says Three 2022 Rate Hikes ‘Still a Good Baseline’

•   Bloomberg: Omicron Less Severe Even for Unvaccinated, Study Says

•   Bloomberg: Pandemic or Endemic? Covid Vaccinations and Forecast for 2022

•   Bloomberg: Charting the Global Economy: Inflation’s Grip Tightens Further

•   Bloomberg: Covax Reaches One Billion Shots Delivered to Poorer Nations

•   Bloomberg: Biden Faulted on Inflation by Majority in CBS Poll

※   President’s approval at 44% at end of first year in office

•   Bloomberg: Fed Will Find It Hard to Talk About Path Ahead After March Hike

•   Bloomberg: LA Looters Raid Unattended Containers Amid Supply-Chain Chaos

•   Bloomberg: Spain Raises Pressure on EU for Action on Surging Energy Costs

•   Bloomberg: Germany Aims to Implement 15% Minimum Tax ‘Quickly’: Report

•   Bloomberg: Europe's Energy Crisis: How Governments Are Trying to Curb Soaring Bills

•   Bloomberg: U.K. Reports Fewest New Covid Cases in More Than Three Weeks

•   Bloomberg: China Experts Map Out Endgame for Xi’s Revamped Property Sector

•   Bloomberg: China’s Property Crisis Reaches Biggest Builder Country Garden

•   Bloomberg: China Vows to Boost Holiday Consumption Despite Covid Controls

•   Bloomberg: Omicron Cases Confirmed in Shanghai, Guangdong Province

•   Bloomberg: China Outbreak Reaches Six Provinces as Omicron Takes Hold

•   Bloomberg: Tokyo Covid Cases Top 4,000 Again as Omicron Spreads Over Japan

•   Bloomberg: Market-Roiling Kishida Sticks to Japan’s ‘New Capitalism’

•   Bloomberg: Suu Kyi Must Be Part of Myanmar Peace Talks, Philippines Says

•   Bloomberg: Early Rate Hikers Hit Jackpot as Local Bonds Trounce Dollar Debt

•   Bloomberg: Demand Explodes for Inflation-Protected Savings Bonds in U.S.

•   Bloomberg: China Bonds Stand Out in Emerging-Market Real-Rate Conundrum

•   Bloomberg: Russia Rejects IEA Charge It’s to Blame for Europe Gas Crunch

•   Bloomberg: Iran Says Oil Sales Have Had a ‘Staggering’ Rise Over Past Year

•   Bloomberg: Oil Prices May Rise Even More on Tight Supply, Vitol Group Says

•   Bloomberg: Record Ships Sailed Suez Canal in 2021 Despite Ever Given Saga

•   Bloomberg: Record-High Car Prices in 2021 Won’t Be Dropping Anytime Soon

•   Bloomberg: One of the World’s Wealthiest Oil Exporters Is Becoming Unlivable

•   Bloomberg: Europe Energy Crisis Worsens as War Risk Adds to Gas Woes

•   Bloomberg: Is Nuclear Energy Renewable? Fear of Nuclear Power Should Not Stop Carbon Cuts

※   The severity of the climate crisis necessitates a new look at nuclear power

•   Reuters: Emissions set to rise with global power demand - IEA

※   IEA: Electricity Market Report - January 2022

•   Reuters: WHO recommendation on Merck's oral pill likely in early February

•   Reuters: Biden, Japan PM Kishida to hold bilateral talks on Friday-White House

•   Reuters: China's Q4 GDP growth seen hitting 1-1/2-year low, raising heat on policymakers

•   Reuters: India daily COVID-19 case count touches 8-month peak, 314 deaths

•   Reuters: Brazil reels as COVID-19 cases soar; hospitals, economy under pressure

•   Reuters: Exclusive: BOJ debates messaging on eventual rate hike as inflation perks up

•   Reuters: Exclusive: U.S. talks to energy firms on EU gas supply in case of Russia-Ukraine conflict

•   Reuters: Yamal gas pipeline continues flowing eastwards from Germany to Poland

•   Reuters: Indonesia's coal export ban will keep upward pressure on prices -Japan utilities lobby

•   Reuters: Analysis: Physical crude oil market steams ahead after Omicron blip

•   Reuters: Analysis: With Evergrande debt relief deal, China signals stability trumps austerity

•   AP: Rising costs add to pandemic pain for small businesses

•   CNN: Republicans are much more worried about inflation than Democrats. Why that matters

•   CNN: The world's insatiable appetite for electricity is setting up a climate disaster

•   CNBC: Professor who predicted ‘The Great Resignation’ shares 3 trends that will dominate work in 2022

•   CNBC: Wage inflation has arrived in a big way and Jamie Dimon says CEOs ‘shouldn’t be crybabies about it’

•   MarketWatch: Get ready for the climb. Here’s what history says about stock-market returns during Fed rate-hike cycles.

•   MarketWatch: The Fed needs to ‘shock and awe’ the market with one big rate hike ‘to restore its credibility,’ says hedge-fund star Bill Ackman

•   MarketWatch: Supply-chain backlogs may `never' clear as long as U.S. consumer demand persists, says RBC Capital Markets

•   SCMP: China GDP: economic growth tipped to slow amid coronavirus, property crackdown and debt reduction campaign

•   SCMP: China’s retail sales set to grow 6 per cent in 2022 as focus shifts to green living and rural consumption, Hong Kong think tank says

•   SCMP: China’s taxpayers on edge as Beijing tightens oversight with big data and artificial intelligence

•   SCMP: China, Vietnam agree to smooth border restrictions after coronavirus disrupts trade

•   SCMP: Japan’s Canon to cut production at Zhuhai factory, with full shutdown in southern China looming

•   SCMP: China facing growing supply chain risk, warns central bank official

•   SCMP: China population: 2021 birth data to offer fresh insight into demographic crisis

•   SCMP: China’s Middle East strategy stays focused on economic relations

•   SCMP: China looks to France for better EU ties amid tension over Lithuania, sanctions

•   Caixin: Energy Insider: China’s New-Energy Vehicle Industry Booms

•   Nikkei Asia: Chips and batteries: Japan to amp up supply chains with subsidies

•   Nikkei Asia: As omicron surges, Japan fears twin threat of worker and parts shortages

•   Nikkei Asia: Huawei bolts into Japan with renewable power storage, chasing Tesla

•   Nikkei Asia: Next-gen reactor to adjust output in 17 minutes: Mitsubishi Heavy

•   Nikkei Asia: Japan's ammonia push in Southeast Asia seen as aiding coal

•   Nikkei Asia: Japan brings forward projection of budgetary health to fiscal 2026

•   Nikkei Asia: TSMC, MediaTek to hire more than 10,000 staff in 2022

•   Economic Times: Economic Survey may lower FY23 growth numbers

•   Economic Times: Omicron effect: GDP growth to take a hit; RBI may delay reverse repo rate hike

•   Economic Times: Industry leaders confident about India's economic recovery, expansion: Survey

•   reNews: Germany confirms 2021-2035 grid plan

•   OilPrice.com: Germany To Become Net Power Importer For The First Time Since 2002

•   OilPrice.com: EU’s Imports Of U.S. LNG Five Times Higher Than Russian Supply

•   OilPrice.com: Life After Death For The Coal Industry

•   Modern Materials Handling: Electric trucks take on e-commerce pressures

•   Hannover Messe News: Mood in industry improves

•   Robotics Tomorrow: How Are Cobots Disrupting Automotive Manufacturing?

•   매경(P1): "애플 0.1주씩 산다더니"…올들어 '소수점 매매' 4만3천명 몰려

•   매경: 방역은 조이면서 대출만기 안 늘려주나…'코로나 자영업 대출' 3월 종료

•   매경: "주담대 이자 6%라니…생활비 어쩌나"…갈 곳 잃은 벼랑끝 영끌족

•   매경: 산은 오판, 공정위 뒷짐에…결국 대우조선 M&A 무산 위기

•   매경: 美GM·日혼다 '전기차 동맹' 강화에…조용히 웃는 LG엔솔

•   매경: 폐핵연료 다시 쓰는 연금술…원전 폐기장 숨통 트이나 [Science]

•   매경: 빌게이츠도 반한 'SFR' 기술, 국내선 이미 개발 마쳤다

•   매경(P1): 2년뒤 유통 판이 바뀐다…온라인이 전통매장 추월

•   매경: "배송 늦으면 외면 당한다"…롯데·신세계百까지 총알배송 가세

•   매경(P1): 서학개미 '美 3배 ETF'로 쏠린다

•   매경: 작년 10조弗 넘었는데 2030년엔 50조弗 전망

•   매경: 새로운물결 김동연, 서울·인천시당 창당

•   매경: UAE에 '천궁2' 4조원 수출…수소 개발에 韓기업 참여도

•   매경: [단독] 60조 오류낸 기재부, 세수 추산법 또 손질

•   매경: 치솟는 신재생에너지 가격…적자 한전 구매부담 커진다

•   매경: 사상 초유 '설 추경'…대선 맞추려 최단기록 세울까

•   매경: 저축은행 예금금리 급상승…연3% 육박

•   매경: [단독] "요소수 사태 재발 막자"…수은, 자원공급망 확보

•   매경: 2025년 가상공간서 개발한 현대車 나온다

•   매경: 20년전 시작된 범LG家 '아름다운 이별'…자산 5배 급증하며 성장

•   한경(P1): 이재명 "특허 심사기간 단축"…윤석열 "원전 생태계 복원"

•   한경(P1): 사상 첫 '1월 추경'

•   한경: 결국 적자국채로 14조 '대선 추경'…이재명·윤석열 "부족하다"

•   한경: '최소 10조' 국채 발행해 충당…국가채무 1075조까지 불어나

•   한경: 자식 같은 딸기 다 버려야 할 판…"망하라는 거냐" 피눈물

•   한경: 당정, 김포·파주·고양 등 '여의도 3.1배' 군사시설 보호구역 푼다

•   한경: '합병 불확실성' 사라진 현대重…"인수자금 6兆로 신사업 베팅"

•   한경: 대한항공+아시아나, 항공 빅딜도 '안갯속'

•   한경(P1): 1인당 나랏빚 2000만원 넘는다

•   한경(P1): 민노총·참여연대가 찍으면 국민연금 수탁위가 '정조준'

•   한경: 국민연금 '경영참여' 기업이 0곳?

•   한경: 원종현 국민연금 수탁위원장 "멸공 신세계·아파트 붕괴 현산도 서한 보낼 상황"

•   한경: 소송권 쥐는 국민연금 수탁위…"3명이 257개 기업 명줄 쥐는 셈"

•   한경: "국민연금 대표소송은 기업임원 처벌 프로젝트…투자자에게도 손해"

•   한경: 윤석열 "수탁위 권한 확대 보류해야" vs 이재명 "국민연금 결정 따르겠다"

•   한경: 국민연금 투자 기업들은 '모범생'에 관리 잘 되는데…ESG로 압박 더하는 수탁위

•   한경(P1): "결국 KO 당했다"…중고 기계설비 1원 헐값 '눈물의 땡처리'

•   한경: 숙련공 배달로 떠나고…청년들 제조업 꺼리고

•   한경: "원자재·물류비·전기료·금리까지 안 오른 게 없다"

•   한경: 문재인 정부 추경 150조…직전 3개정부의 1.7배

•   한경: 소상공인 300만원 추가 지원금, 2월 중순은 넘어야 지급될 듯

•   한경: "올해 韓 반도체 수출, 1313억달러 달할 것"

•   한경: ESG로 멈췄다…10조 넘게 쏟아부은 '고도화설비 전쟁'

•   서경(P1): [단독] 삼성-현대차 '車반도체 드림팀' 뭉쳤다

•   서경: 자율주행 등 차세대 칩개발 '의기투합'...車반도체 초격차 신호탄

•   서경: 이미지센서·SSD 등 속속 출시...삼성, M&A 1순위는 '전장분야'

•   서경: 車반도체 올해도 공급부족...2026년 시장규모 80조로 확대

•   서경: 문승욱 "UAM·드론 등 신항공산업 지원 강화"

•   서경: 공항서 항만·도로개발까지 '사탕 공약'···"전 국토 공사장 될판"

•   서경: 정부 "확진자 증가·방역 강화에 내수악화 우려 여전"

※   기재부: [보도참고] 2022년 1월 최근 경제동향

•   서경: "찔끔""300만원으론 안돼"···추경 더 키우자는 李·尹

•   서경: "금리상승기, 돈 맡길 곳은 역시 ‘예금’뿐"··· 예금금리 3% 넘나

•   서경: "자율주행과 메타버스 핵심"···LG이노텍 한달 만에 목표가 또 올랐다

•   서경(P1): CEO 위에 CTO···뉴테크 전쟁, 키를 쥐다

•   서경: "기업 성공, CTO에 달렸다"...메타·MS, VR·칩 전문가 영입

•   서경(P1): 국내 첫 생산 그린수소 66% '허공에'

•   서경: [르뽀]제주, 그린에너지 설비 과잉 '몸살'···전력도 남아돌아 출력제어

•   서경: 美中사이 어설픈 줄타기···韓반도체 우위, 한순간에 무너질수도

•   서경: 시진핑 3연임···中 통상정책 변수되나

•   서경: 아세안 공급망 장악한 中···싱가포르 제외 全국가서 비중 최고

•   서경: '한미FTA10년' 美 자국주의 거세···韓, 신통상 담은 '윈윈전략' 시급

•   서경: 통상 리스크로 떠오른 트럼프·러스트벨트

•   서경: "RCEP·CEPA만으론 부족"···양자 FTA 공 들이는 韓

•   서경: "국민연금 주주대표訴는 자국기업 향한 공격···소송공화국 될판"

•   서경: "한국만 기업 홀대···상속·법인세율 낮추고 공제혜택 확 늘려야"

•   서경: 해상 운임·원자재價 급등에···가전·배터리값 '도미노 인상'

•   서경: 국산 코로나 약 개발 관건은 '오미크론·가격'

•   서경: 중기부, 올 예산 2,475억 투입···중기 스마트공장 구축 지원한다

•   조선(P1): 北, 이번엔 단거리 미사일 2발

•   조선: CNN “미군, 北극초음속 미사일 발사 직후, 본토 타격 대비했었다”

•   조선: 美제재 하루만에… 北, 보란듯 무력시위

•   조선: 산업부 “SK하이닉스 공장 건설 차질없게 지원할것”

•   조선: “한국 재정지출 우선 순위는 일자리 돼야”

•   조선(P1): [NOW] 산업부 1급 실장까지 민간 기업으로 옮겨

•   조선: “하도 자주 바뀌어 난수표… 단순 명료하게 바꿔야”

•   조선: “稅규제만 풀어도 서울서 5만가구 매물 나올것… 공급폭탄과 같은 효과”

•   조선: 부동산 전문가들 “다주택 양도세와 1주택 보유세부터 줄여야”

•   조선: 빨라지는 월세 시대…서울에서 월세가 전세보다 많이 거래된 구 나와

•   조선비즈: [단독] 대우·두산 등 가스공사 사업 담합 건설사들 1660억원 물어야

•   조선비즈: 국가채무 제동할 재정준칙, 文정부 내 도입 가능성 사실상 없다

•   조선비즈: KT, 국내 첫 제조로봇 5G 실증환경 구축

•   조선비즈: 삼성 갤럭시S22 내달 9일 공개… 갤럭시탭S8 동시 출격 관측

•   조선비즈: CEO도 ‘○○님’, 과장·차장 모두 ‘책임’… “호칭만 바꾸면 오히려 불편”

•   조선비즈: 해운협회 “인니, 석탄 수출금지로 韓 선박 13척 발 묶여”

•   조선비즈: “배터리·반도체 업체에 휘둘릴라”… 車업계 ‘수직 계열화’ 바람

•   IT조선: 로봇 서비스 시장 본격화, 1년 앞으로…일자리 감소는 걱정

•   중앙: [중국 5% 성장 시대]한국 대중 수출 의존도 25%, 중국 성장 둔화 땐 직격탄

•   중앙: [중국 5% 성장 시대]글로벌 투자자들 “대륙 증시 저평가” 중국 주식 대거 사들여

•   중앙: [중국 5% 성장 시대]미·중 성장률 격차 0.4%P 불과, G2 패권 경쟁 분수령

•   중앙(P1): [단독] “유엔 6000만 회분 지원 타진에…北, 화이자나 모더나냐"

•   중앙: 자판 따로, 모니터 따로 ‘4분의 1로 접는’ 노트북 나온다

•   중앙: [단독]접종률 80%의 반전…위중증 절반이 2차 접종완료자였다

•   동아(P1): 서울 마트 - 백화점 ‘방역패스 정지’… 청소년, 모든 시설 ‘패스적용 제외’

•   동아: 文대통령, 중동 3개국 6박 8일 순방… 오늘 출국

•   동아(P1): 전국 마트-백화점 ‘방역패스 해제’ 가닥

•   동아: 中, 車수출 200만대 돌파… 한국 턱밑 쫓아왔다

•   한국(P1): [단독] "부동산 하락 대비하라"…금감원, 전 금융사 '맷집' 따진다

•   한국: 합병 무산 대우조선, 자력갱생 가능?…공적자금 투입 가능성도

•   국민(P1): 연 100조 쏟아붓는데 ‘밑 빠진 독’ 될까 우려

•   국민(P1): 18개월 만에 열린 북·중 국경… 육로 교역 재개

•   국민: CES서 확진자 속출, MWC 어쩌나

•   세계: 50만 일자리·61兆 경제효과… 韓, 세계 5위 강대국 도약 기회 [뉴스 인사이드]

•   세계: 하루 평균 신용잔고 23조 훌쩍… 주춤하던 ‘빚투’ 다시 증가

•   경향(P1): 하루 확진 7000명 넘으면, 자가격리 7일로 단축

•   경향(P1): “먹는 약 첫 투약 9명 다수가 증세 나아져”

•   경향: 이 후보, 박용만과 2시간 대담

※   대담 내용은 추후 이 후보의 유튜브 채널 ‘이재명 TV’를 통해 공개

•   경향: 전기료 인상, 탈원전 때문?…원전 발전량 비중 되레 커졌다

•   머니투데이(P1): [르포]"그린수소? 풍력발전기에 코드만 꽂으면 펑펑 쏟아져요"

•   머니투데이: 한손엔 수소, 한손엔 원전 쥔 프랑스, '탄소중립 리더'로 급부상

•   머니투데이: 원전 다시 짓는 프랑스…"탄소중립하려면 이 방법 밖에 없어요"

•   머니투데이: 치솟는 원재료값·물류비…삼성·LG 새해 수익성 고심 커진다

•   더벨: SK하이닉스, 미묘하게 갈린 국내·해외 시각차

•   헤럴드경제(P1): K배터리의 대약진…“중국 추월한다”

•   헤럴드경제: 흔들리는 ‘中 CATL 천하’…K배터리, 세계시장 뒤흔든다

•   헤럴드경제: LG·SK·삼성·포스코, 배터리 소재 확 키운다

•   헤럴드경제: TV LCD 가격 지속하락…삼성·LG 영향 미미

•   헤럴드경제: ‘구광모의 선구안’ 통했다…10년먹거리 만든 LG전자 전장사업

•   파이낸셜뉴스(P1): 중대재해법 공포 확산 "1호 처벌은 시간문제" [건설사, 중대재해법 초긴장]

•   파이낸셜뉴스: "시범케이스 될라" 비상 걸린 건설현장… 주말 공사 멈췄다 [건설사, 중대재해법 초긴장]

•   파이낸셜뉴스: 삼성-LG ‘프리미엄 TV’ 전쟁… 마이크로 LED로 격돌

•   이데일리(P1): 변이·인플레·대선에 등 떠밀린 경제정책…`엇박자`만 커진다

•   연합: 오후 9시까지 전국서 3천344명 확진…전날보다 208명 적어

•   더구루: 지긋지긋한 車반도체 쇼티지에 또 악재…日로옴 생산 중단

•   에너지경제: [단독] 산업부, 靑 ‘에너지전환 따른 전기요금 인상 없다’ 주장 뒤집었다

•   에너지경제: [팩트체크] "재생E 확대, 전력수급 불안?" 덴마크 사례로 확인해보니…"대체전력·공급망·비용 등 3박자 갖춰야 수급안정"

•   에너지경제: 정부, 재생에너지 주민참여형 REC 가중치 상향·이격거리 상한선 마련 추진

•   에너지경제: 폴리실리콘 가격 '하방 압력↑'...태양광발전, 다시 볕드나

•   전자신문(P1): 유망 소부장 기업 연초 잇단 상장…공모주 시장 달군다

•   전자신문(P1): LG디스플레이, 파주 중소형 OLED 공장 대규모 증설 돌입

•   전자신문: 한전-발전공기업 부담 커지는데…전기요금 압박하는 정치권

•   전자신문: 꽉막힌 바닷길...수출기업 탈출구 찾기 안간힘

•   전자신문: 세미콘코리아 2022 내달 개막...반도체 공급망 재편 '생존 전략' 모색

•   ZDNet Korea: "애플, 아이패드 프로 뒷면에 유리 쓰려던 계획 포기했다"

[Opinions]

•   Project Syndicate(Michael Spence): Regime Change in the Global Economy

•   FT(Rana Foroohar): What Biden’s competition crusade tells us about globalisation

•   FT(Robert Armstrong): Higher rates don’t hurt growth stocks

•   FT(Tim Harford): Omicron optimist, pessimist or fatalist: which are you?

•   FT(Tiffany Wilding): US job trends justify Fed moves to normalise rates

•   WSJ(Editorial Board): Boris Johnson’s Other Disaster

•   WSJ(Holman W. Jenkins, Jr.): Don’t Bail Out Putin

•   WSJ(Robert D. Kaplan): Russia, China and the Bid for Empire

•   WSJ(Jillian Kay Melchior): A Costly Lesson in Chinese Business Practices

•   NYT(Paul Krugman): The Secret Triumph of Economic Policy

•   NYT(Paul Krugman): Wonking Out: France’s Economy Is Having a Good Pandemic

•   NYT(Michelle Goldberg): Waiting for Omicron

•   NYT(Ross Douthat): What Is Joe Biden Thinking?

•   NYT(Ezra Klein): This Presidency Isn’t Turning Out as Planned

•   NYT(Alyona Getmanchuk): Ukraine Doesn’t Need the West to Defend It. We Need Help Preparing for War.

•   NYT(Sonia Purnell): Boris Johnson Has Survived Many Scandals. This One Is Different.

•   WP(Editorial Board): China has a ‘zero-covid’ policy. What happens when it meets omicron?

•   WP(John R. Bolton): Even if Putin doesn’t seize all of Ukraine, he has a larger strategy. The U.S. needs one, too.

•   WP(Fareed Zakaria): Politics is trumping economics. It might end badly

•   WP(Perry Bacon Jr.): If Biden doesn’t run, Democrats have plenty of strong candidates for 2024

•   WP(Jonathan Alter): Joe Biden is no Jimmy Carter. He should wish he was.

•   WP(Wesley K. Clark): Putin aims beyond Ukraine. Checking him right now is crucial.

•   Bloomberg(Editorial Board): Raskin Is a Great Choice for a Tough Job at the Fed

•   Bloomberg(Daniel Moss): Korea Got Herograms for Early Rate Hikes. Time For a Breather

•   Bloomberg(Marcus Ashworth): Will Sterling Markets See a Silver Lining If Boris Leaves?

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 2.51

•   Bloomberg(Andy Mukherjee): India’s Inward Turn Could Stymie Its Rise

•   Bloomberg(Julian Lee): Europe Is Paying the Price of Subcontracting Energy Security to Putin

•   Bloomberg(Hal Brands): In Kazakhstan, Putin Is Shoring Up the Global Alliance of Autocrats

•   Bloomberg(James Stavridis): China and Russia Have Found New Reasons to Team Up

•   Bloomberg(Andreas Kluth): No Choice But War? Putin May Have Gone Too Far to De-Escalate in Ukraine

•   Bloomberg(Clara Ferreira Marques): China and Russia Have a Central Asia Problem

•   Bloomberg(Matthew Yglesias): NIMBY Environmentalists Need to Be More Open to Nuclear Power

•   Fox News(Kevin Walling): Biden's new aggressive tone previews his 2022 midterms campaign strategy

•   한경(한상춘): 韓 경제 두 얼굴…선진국 진입 vs 복합 위기설

•   조선(박상현): 탈원전 앞에서 힘 잃은 진실