Business Intelligence Monitor 220118

(Introduction)

[Markets]

•   Global: European stocks gain ahead of earnings; China adds stimulus

•   China: Iron ore price slides as China’s economy slows

•   Oil: International oil prices trade close to seven-year high

※   Benchmarks have climbed in recent weeks, leading some to predict that crude could top $100 in 2022

•   Metals: Copper pressured by China demand doubts and rising inventories

•   한국: 코스피 한 달만에 2,900선 깨져…미·중 소매부진에 투심 위축

•   한국: 적자국채 14조 추경 소식에...국고채 3년물 43개월來 최고

[Indicators]

•   China Q4 GDP: China GDP Grew 8.1% in 2021, Though Momentum Slowed in Fourth Quarter

※   China’s GDP grew just 4% in the fourth quarter compared with a year earlier

•   China Policy interest rate: China Cuts Two Key Rates to Support Slowing Economy

※   WSJ: Why China’s Central Bankers Are Still Worried

•   China 2021 Population: China’s Population Stalls With Births in 2021 the Lowest in Modern History

•   China 2021 Crude steel output: China 2021 crude steel output retreats 3% from record high on stringent production curbs

•   Japan Nov. Machinery orders: Japan Machine Orders at Highest in 2 Years Add to Rebound Signs

•   한국 12월 부동산시장 소비자심리: ‘뚝’ 꺾인 매수 심리… 부동산 시장 보합으로

[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: Omicron Pushes Up Hospitalizations Though Pressures Ease in Early Hot Spots

※   Parts of Europe are seeing new infections slow; China prepares for impact of Lunar New Year travel

•   WSJ: Full Recovery in Global Labor Market Could Take Years

※   U.N. projections note a divide between rich countries with labor shortages and poor ones where joblessness remains high

※   ILO: ILO downgrades labour market recovery forecast for 2022

•   WSJ: Winter Storm Hits East Coast, Causing Power Outages and Flight Cancellations

•   WSJ: For Biden and His Democrats, a Crucial Month Lies Ahead

•   WSJ: CDC Director Aims to Improve Covid-19 Messaging, Data Collection

•   WSJ: China Seeks to Cushion Blow of Economic Pain as Momentum Slows

•   WSJ: In China, the Economic Buzzword for 2022 Is Stability

•   WSJ: Beijing Olympics Won’t Sell Tickets to the Chinese Public

•   WSJ: Yemen’s Houthi Rebels Claim Aerial Attacks on U.A.E. Capital

•   WSJ: Ukraine’s President, Left Out of U.S.-Russia Talks, Picks Domestic Fights

※   As Moscow seeks grip on Kyiv, Volodymyr Zelensky is pursuing charges against his predecessor Petro Poroshenko

•   WSJ: Iran Demands Legal Pledge That U.S. Won’t Quit Nuclear Deal Again

•   WSJ: In China, the Economic Buzzword for 2022 Is Stability

•   WSJ: Ten Trends That Will Shape the Way We Shop, Eat and Live This Year

•   NYT: Philippines grapples with a record surge after the holidays.

•   WP: When being unvaccinated means being locked out of public life

•   WP: How coal holds on in America

•   FT: Xi defends crackdowns in ‘common prosperity’ drive

※   Chinese president says reforms are not about egalitarianism but to ‘make the pie bigger’ and divide it fairly

•   FT: Poorest countries face $11bn surge in debt repayments

※   World Bank warns of risk of ‘disorderly defaults’ as pandemic-era relief scheme expires

•   FT: Russia pipeline fuels German coalition split as Ukraine tension rises

•   FT: Germany calls for European-led talks to defuse Ukraine tensions

•   FT: EU members diverge sharply over vaccine mandate approaches

•   FT: The Draghi debate: will Italy’s prime minister soon be made president?

•   FT: French presidential candidate Zemmour convicted of hate speech

•   FT: Economic forecasters to strike over sub-inflation pay deal

•   FT: Dominic Cummings, ‘Partygate’ and the campaign to unseat Boris Johnson

•   FT: Tory MPs endure angry reaction from voters to No 10 parties

•   FT: UK looks at payments to energy suppliers to shield consumers from high bills

•   FT: Big boost to UK offshore wind capacity from Scottish auction

•   FT: Latin America’s currencies signal economic damage despite commodities boom

•   FT: Spain leads European crackdown on crypto promotions

•   FT: Suntory turns to tradition to navigate hybrid work future

•   Evening Standard: ‘Light at the end of the tunnel’ for UK in Covid battle as cases fall, says WHO official

•   Bloomberg: Central Bank Tightening Wagers All the Rage From ECB to Fed

•   Bloomberg: U.S., EU Drop Idea of Removing Russia From Swift: Report

•   Bloomberg: Fauci Says Too Soon to Say Omicron Heralds End of Pandemic

※   Can’t play ‘whack-a-mole’ with vaccine for each variant: Fauci

•   Bloomberg: Gazprom’s Daily Gas Exports in January Fall to Lowest Since 2015

•   Bloomberg: Russia’s Gas-Transit Plan for February Gives Europe No Relief

•   Bloomberg: Macron’s Push for EU to Implement Global Tax Deal Hits Hurdles

•   Bloomberg: EU Prepares to Cut Billions in Funds to Anti-Democratic Members

•   Bloomberg: U.K. Factories Pay Up to Keep Staff Amid Acute Labor Shortages

•   Bloomberg: U.K. Property Asking Prices Increase at Quickest Pace Since 2016

•   Bloomberg: When Will Covid End? U.K. Adviser Sees Common Flu-Like Virus in 2022

•   Bloomberg: Euro-Area Inflation Seen Slowing to 2% at the End of 2022: Chart

•   Bloomberg: China’s Home Market Slump Persists on All Fronts, Hurting Growth

•   Bloomberg: Omicron Reaches China’s Political, Financial and Tech Hubs

※   Beijing, Shanghai, Guangdong all have local omicron cases

•   Bloomberg: China Local Governments Face Debt Maturity Wall in Next 3 Years

•   Bloomberg: Brazil Will Have to Boost 2023 Spending, Lula’s Adviser Says

•   Bloomberg: BOJ’s Future Path Could Start to Emerge During Kuroda’s Last Lap

•   Bloomberg: Japan Power Price Rises on Expensive Gas and Cloudy Weather

•   Bloomberg: Soaring Energy Costs to Add Pressure on Indonesia Budget Deficit

•   Bloomberg: Chile Toughens Mobility Limits in Santiago as Omicron Surges

•   Bloomberg: ‘Thank God’ Oil Is Still Pumping Amid Inflation Scare, Dalio Says

•   Bloomberg: Saudi Minister in UAE Says Not Place to Comment on Oil Market

•   Bloomberg: Europe Gas Tracks Asian Prices Lower, Russian Supply in Focus

•   Bloomberg: OPEC+ Oil Production: Russia Seen Struggling to Keep Pace With Supply Hikes

•   Reuters: Israeli study shows 4th shot of COVID-19 vaccine less effective on Omicron

※   A fourth shot of COVID-19 vaccine boosts antibodies to even higher levels than the third jab but it is not enough to prevent Omicron infections

•   Reuters: Moderna CEO says data for Omicron-specific shot likely available in March

※   "The vaccine is being finished ... it should be in the clinic in coming weeks. We are hoping in the March timeframe to be able to have data to share with regulators to figure out next steps,"

•   Reuters: French COVID hospitalisations see biggest jump since Nov 2020

•   Reuters: EXCLUSIVE French power policy shift has left EDF in shock, CEO says

•   Reuters: Euro zone eyes slower debt reduction rule, ways to boost compliance

•   Reuters: Discord over Myanmar as ASEAN postpones year's first meeting

•   Reuters: China won't 'bully' neighbours over South China Sea, foreign minister says

•   Reuters: Explainer: UK inflation nears 30-year high, but how fast will it fall back?

•   Reuters: Analysis: China's 'zero-COVID' campaign under strain as Omicron surges

•   AP: How’s he doing? Americans weigh in on Biden’s performance

•   AP: Omicron slamming S. American hospitals as workers fall ill

•   CNN: The Fed is in a high-stakes race to catch up to inflation

•   CNN: Here's how US lawmakers could finally rein in Facebook

•   CNBC: Death of austerity, huge elections and threats of war: Political events to watch in emerging markets in 2022

•   SCMP: China challenges Britain over Huawei ban after reports intelligence services found no security threat

•   SCMP: China and North Korea reopen rail link after 2-year coronavirus closure

•   SCMP: US and China, in separate corners, wrestle with cryptomania’s excesses

•   SCMP: US-China tech war: Chinese semiconductor output surged 33 per cent last year, double the growth rate in 2020

•   Caixin: Cover Story: China in Hand-to-Hand Combat With Omicron

•   Nikkei Asia: Japan's Kishida vows to combat 'formidable' omicron surge

•   Nikkei Asia: Tokyo-area governors seek broader powers to fight omicron cases

•   Nikkei Asia: Japan nears debut of 1st offshore gas project in 32 years

•   Nikkei Asia: Tsinghua Unigroup restructuring receives go-ahead from court

•   Nikkei Asia: Moonshots: U.S. and China fire up new era of cosmic competition

•   Economic Times: Pandemic severely impacted consumer confidence, but government measures may help

•   Economic Times: Concerns over Omicron surge derailing recovery may be short-lived: RBI economists

•   Economic Times: 99% of CEOs believe India eco growth will improve over next 12 months: Survey

•   OilPrice.com: Libya Oil Production Rebounds

•   OilPrice.com: Kazakhstan’s Oil Production Fully Recovered After Unrest

•   DIGITIMES: Semi content in electronic systems reaches record high in 2021, says IC Insights

•   DIGITIMES: Will TSMC's drive to reduce EUV carbon emissions power the green hydrogen industry chain?

•   DIGITIMES: China new green-energy car output, sales in December hit records, says CAAM

•   매경(P1): 전세계 CEO "올 최대위협은 사이버 보안"

•   매경: "해킹 한번이면 자본시장 붕괴"…가장 취약한 은행들 초긴장

•   매경: "기후변화·신뢰회복…세계는 전대미문 도전 직면"

•   매경(P1): 지구 반대편 커피원두 유통까지 척척…월마트가 반한 한국기업은

•   매경: 공학도 손에 '데이터' 차곡차곡…세상에 없던 농업이 태어났다

•   매경: 지난 20년치 넘었다…'코로나 추경' 2년새 130조

•   매경: 낮은 서비스업 생산성…한국 경제성장률 발목

※   한국은행: 우리나라 고용구조 변화의 특성 분석: 산업 간 이동을 중심으로

•   매경: 물가 비상에 기업 군기잡는 농식품부

•   매경: 삼성 TSMC 인텔 미국서 '외나무다리 혈투'…반도체 전쟁 누가 이길까

•   매경: 현대차그룹 '커넥티드카' 3종류 통합 추진

•   한경(P1): 원자재·공급망 대란에도…자원개발 손 놓은 정부

•   한경: '알짜' 광산까지 쫓기듯 팔았다…800억 고스란히 날린 정부

•   한경: "자원외교, 연속성 중요한데…단기 수익 못냈다고 적폐 낙인"

•   한경: 美·中, 전략광물 확보 위해 우주탐사 경쟁까지

•   한경: UAE, 문재인 대통령-왕세제 회담 돌연 취소

•   한경: 홍남기 "올 첫 추경규모 14조 유지돼야"

•   한경: 실제 원자로와 똑같은 '미니 원전'…부품 부식·균열 예방

•   한경: "방심하면 뒤처진다"…도전·혁신 절실하게 외친 CEO들

•   한경: LCD TV 시대 저무나…초고화질 기술 전쟁

•   서경(P1): "가장 강한 페널티"···현산, 퇴출 위기

•   서경(P1): KT-신한銀 4,375억 지분교환···'미래금융 DX' 동맹

•   서경: [단독]전세금 제때 못주면 중대범죄자?···신상공개 한다는 정부

•   서경: 흔들리는 K배터리 위상···3년 뒤 中 생산능력, 韓 3배

•   조선(P1): 北 4번째 쏴도… 우린 강 건너 미사일 구경

•   조선: “월세난민 계속 쏟아질것… 임대차법 없애고 1주택자 규제 풀어야”

•   조선: “사람들은 도심 아파트 원해… 재개발·재건축이 답”

•   조선: “광역 교통망 없으면 수도권 주택공급 효과 반감”

•   조선: 연초 수주 랠리… 한국조선해양, 올해 수주 목표치 17% 달성

•   조선비즈: [단독] 삼성전자, 로봇 브랜드 ‘삼성봇’ 美·캐나다 상표권 등록

•   조선비즈: 3차례 조사에도 반복되는 ESS 화재… 시장 또 위축될라 ‘비상’

•   조선비즈: 인플레 예측 실패한 한국은행…‘3% 성장’ 전망 믿을 수 있나

•   중앙(P1): 방산 새역사, 4조대 천궁-II 미사일 수출 확정

•   동아: “경북, 탈원전으로 향후 60년 최대 28조 피해”

•   문화: 오미크론 우세종 땐… 내달 중순 하루 2만5000명 확진

•   한국(P1): 법원 되받은 방역당국… "청소년 방역패스 밀고 나간다"

•   한국: 혁신에서 불신으로...성공에 취한 IT업계, 벼랑 끝에 서다

•   한국: 해외에서도 '정부 vs IT업계' 반독점 전쟁... "한국도 새 제도의 틀 짜야"

•   국민: 中·美 산업구조 변화에… ‘무역 한국’ 수출 상위품목 지각변동

•   세계: 온실가스 배출량 아전인수식 계산… ‘위장 친환경’ 숱하다 [‘빈 수레’ 탈탄소 경영을 막아라]

•   경향: 손 부족한 농어촌, 로봇과 손잡을까

•   머니투데이(P1): 이재명 대통령되면 기재부 해체?…청와대가 예산까지 직접 짜나

•   머니투데이: 이재명 집권땐 기후에너지부 탄생…산업부·환경부의 운명은?

•   머니투데이: 해운은 해수부, 조선은 산업부 '따로 국밥'...새 정부선 한데 모을까

•   머니투데이: "너무 조였으니 이젠 좀 풀어야죠"...은행 대출 문턱 낮아진다

•   머니투데이: 文대통령 "韓, 수소경제 선도국가…탄소중립 앞당긴다"

•   머니투데이: '전고체 반전' 노리는 日…LG·삼성·SK 맞불 속도전

•   더벨: 두산, 한발 늦은 타이밍에도 '완판'...BBB급 투심 뜨겁다

•   헤럴드경제(P1): 연초부터 오미크론發 ‘트리플 위기’

•   헤럴드경제(P1): “새정부 노동과제 1순위는 중대재해법 보완”

•   파이낸셜뉴스: 개인·기업 이자부담 전방위 확산… "1분기 신용위험 커진다" [머니무브 본격화]

•   파이낸셜뉴스: 시중은행들 예적금 금리 줄줄이 올린다… 연 4.4% 적금까지 등장 [머니무브 본격화]

•   파이낸셜뉴스: 기업 '수소동맹' 탄소중립 향해 뛰는데… 국회가 발목

•   아시아경제: [단독] OLED 협력설 커지는데…삼성-LG, IPS 상표권 놓고 충돌

•   아시아경제: 서울 휘발유 가격 다시 1700원…국제유가, 새해 첫 날 이후 7달러 ↑

•   디지털타임스(P1): [기획] 에너지·원자재 쇼크… 적자로 기우는 무역

•   디지털타임스: 글로벌 해운난 안 풀리네… 中 닝보 등 대기선박만 200척

•   이데일리(P1): 변동형 주담대 기준 '신규 코픽스' 1.69%...2년5개월만 최고치

•   이데일리: 통계청 "국토연, 부동산시장 전망 공개하라"

•   연합: 오후 9시까지 전국서 3천334명 확진…18일 4천명 안팎 예상

•   연합: "EU 탄소국경조정제에 韓의견 반영해야…기업 공급망 관리 과도"

•   연합: 가스공사, 주배관 건설 입찰 담합 손배소 승소

※   금호건설, 대우건설, 두산중공업, 삼성물산 등 건설사 19곳에 대해 배상금 총 1천160억원을 가스공사에 지급하라고 판결

•   아주경제: [도약하는 두산]①"수소 산업 선두주자로" 박정원 두산그룹 회장

•   아주경제: [도약하는 두산]②"수소·무인화 투트랙" 2022년 포트폴리오는

•   e대한경제: 현대차, 동남아 첫 인니 완성차 공장 가동

•   더구루: 웨스팅하우스, 체코 원전 수주전 보폭 확대…현지 기업 7곳 양해각서

•   더구루: [단독] 현대차 보스턴다이내믹스, 물류로봇 상용화 '첫발'…러 블라디보스토크항 투입

•   더구루: [단독] 현대차, 중국서 수소트럭 생산 '초읽기'…현지 공급망 확보

•   에너지경제: 남부발전, 오스테드와 800MW 규모 해상풍력 개발 추진

•   에너지데일리: [분석] “올해 에너지 공급량이 수요 따라잡거나 추월할 것이다”

•   에너지데일리: 국내 첫 생산 그린수소 706kg, 당초 기획대로 사용

•   에너지데일리: “연초 광물 가격 상승세 뚜렷하다”

•   전자신문(P1): 정부, 현대차에 중고차사업 '일시정지' 권고

•   전자신문: 삼성SDI, 차세대 원통형 배터리 시생산…테슬라 공급 임박?

•   디지털데일리: [신년기획/웹 3.0①] 15년 전 처음 등장한 '웹3.0', 이제야 빛 보는 이유

•   디지털데일리: [신년기획/클라우드]① 가상의 컴퓨터를 빌려 쓰는 시대··· 고사양 PC 필요 없다?

•   디지털데일리: [신년기획/다시, 통신]② 여전한 5G 품질 논란, 이제 벗어날 때

•   로봇신문: 로봇도입 제조 중소·중견기업에 최대 3억원 지원한다

※   중기부: 로봇 도입으로 제조경쟁력 높일 참여기업 모집

[Opinions]

•   Project Syndicate(Jason Furman): Why Did Almost Nobody See Inflation Coming?

•   Project Syndicate(Paola Subacchi): Italy's Draghi Recovery at Risk

•   FT(Editorial Board): China’s slowing growth will have a global impact

•   FT(Ruchir Sharma): A quiet comeback is starting in emerging markets

•   FT(Gideon Rachman): China and Russia test the limits of EU power

•   FT(Nannette Hechler-Fayd'herbe): What large economies can learn from smaller ones

•   FT(Lex): China rate cut: Winter Olympics helps push economy downhill

•   WSJ(Walter Russell Mead): How to Halt Putin’s Ukraine Push

•   WSJ(Gerard Baker): Biden Goes for Broke. He’s Broke. Now What?

•   WSJ(Jeb Hensarling): A Politicized Fed Endangers the Economy

•   WSJ(Allysia Finley): Herd Immunity Is Over—Long Live Superimmunity

•   WP(Richard Zoglin): We’ve become obsessed with statistical probabilities

•   Bloomberg(Daniel Moss): China's Got Problems, But Inflation Ain't One

•   Bloomberg(Marcus Ashworth): Everyone Back Into the European Bond Market Pool!

•   Bloomberg(Parmy Olson): Cyberattacks on Ukraine Could Spread Globally

•   Reuters(Andy Home): No new year resolution for out-of-favour copper market

•   Global Times(Editorial Board): China’s GDP growth beats expectations; efforts still needed: Global Times editorial

•   조선(조재희): 사우디에선 원전 얘기하길

•   디지털타임스(이준기): 탈원전에 `소형원전` 미래 캄캄하다