Business Intelligence Monitor 220124

(Introduction)

[Markets]

•   Global: Bond yields tumble as Netflix fuels stock market sell-off

※   Stocks drop in Europe, Asia after Wall Street sell-off

※   Oil prices fall further away from 7-year highs

※   Treasury yields drop as investors seek safety

•   Natural gas: European Gas, Power Rebound as Tensions Over Ukraine Mount

•   Metals: Copper slips as investors pocket gains from rally

•   Grains: Corn futures hit highest since June; soy, wheat fall on profit taking

•   Cryptocurrency: Bitcoin Price Falls Below $35,000 in Tandem With Tech Selloff

※   The widespread adoption of cryptocurrencies might make them more sensitive to the stock market’s moves

•   한국: 코스피 2,834.29 마감…2020년 12월 이후 최저

•   한국: "1200원선 붕괴 시간문제"…원화값 하락세에 초긴장

•   한국: 외국인, 국채선물 대거 매도…금리상승 부추겨

[Indicators]

•   US Dec. Leading economic index: U.S. leading economic indicator rises strongly in December

•   US Jan. MCI-EFI: Finance Index Holds Steady: ELFF

•   US Weekly Rig count: U.S. oil rig count falls for first time in 13 weeks -Baker Hughes

•   UK Dec. Retail sales: British retail sales drop sharply in December as Omicron spreads

•   UK Jan. Consumer confidence: UK consumer confidence plunges over rising living costs and inflation

•   Japan Dec. CPI: Japan's inflation hovers around 2-year high, BOJ flags price pressure

•   한국 2021년 항만 물동량: 작년 컨테이너 물동량 3000만TEU… 팬데믹 이전 수준 회복

•   한국 1월 은행 가계대출 잔액: 1월 가계대출 10조 늘었다…누르면 커지는 풍선

•   한국 1월 1~20일 수출: 이달 수출 22% 늘었지만 유가 급등에 무역수지 56억弗 적자

•   한국 1월 산업경기 전문가 서베이: 2월 제조업 기지개 켜나…휴대폰·반도체 '기대'

•   한국 주간 아파트 수급동향(부동산원): 지방 전세시장도 '공급' 우위

•   한국 주간 주택시장 동향(KB): '부동산 불패' 강남 송파도 떨어졌다…숨 죽인 전세시장

[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: Fed, GDP, Consumer Spending

•   FT: Italy votes for new head of state and leadership challenges are in the air

•   Bloomberg: Fed Seen Taking a Step Toward March Rate Increase: Eco Week

[News]

•   WSJ: U.S., Russia Agree to Keep Negotiating to Defuse Ukraine Crisis

※   Washington to provide response to the Kremlin’s demands to cease what Moscow sees as threats to its security from NATO, Western powers

•   WSJ: Germany Blocks NATO Ally From Transferring Weapons to Ukraine

•   WSJ: Germany’s Reliance on Russian Gas Limits Europe’s Options in Ukraine Crisis

•   WSJ: Russia Hatching Plot to Replace Ukraine Government, U.K. Says

※   Allegations come in the midst of warnings that Russia could invade with around 100,000 troops gathered near border

•   WSJ: In Ukraine Talks, Who Is Playing for Time?

•   WSJ: Third Dose of Pfizer, Moderna Covid-19 Vaccines Offers Strong Protection Against Omicron

※   CDC analysis shows that boosters are important in maximizing protection against Omicron and Delta variants

•   WSJ: States Are Swimming in Cash Thanks to Booming Tax Revenue and Federal Aid

•   WSJ: Janet Yellen Views Biden Policies as Modernized Supply-Side Economics

•   WSJ: Judge Blocks Biden Covid-19 Vaccine Mandate for Federal Workers

•   WSJ: Democrats Push to Revive $250 Billion Tech Investment Bill to Counter China

•   WSJ: Democrats Start to Sketch Out Revived Build Back Better Package

•   WSJ: U.S. Suspends 44 Flights to China Operated by Chinese Airlines

※   Biden administration move comes after Chinese authorities canceled some flights from the U.S. and other countries, citing Covid-19 containment rules

•   WSJ: Inflation Poses Risks of Faster, Less Predictable Fed Rate Increases

•   WSJ: Protesters March in Washington Against Vaccine Mandates

•   WSJ: Omicron Wave Drives Surge of Workers Calling In Sick, Working Through Illness

•   WSJ: Workers Are Having Their Moment. How Long Can It Last?

•   WSJ: Americans Should Pay More for Gas, Not Less

•   WSJ: U.S. Food Supply Is Under Pressure, From Plants to Store Shelves

•   WSJ: France’s Total Exits Myanmar, Citing Shareholder Pressure Since Coup

•   WSJ: U.S.-Backed Forces Struggle to Contain Islamic State in Battle Over Syrian Prison

•   WSJ: The SPAC Ship Is Sinking. Investors Want Their Money Back.

•   WSJ: Investors See New Sparkle in Europe’s Tech Scene

•   WSJ: Chinese Developer Country Garden Raises $501 Million as Investor Mood Lifts

•   WSJ: China’s Yield Advantage Over U.S. Bonds Narrows

•   WSJ: Tech Rout Fueled by Bond-Market Turn

•   WSJ: Rising Interest Rates Hit Municipal-Bonds Market

•   WSJ: Why the Sustainable Investment Craze Is Flawed

•   WSJ: Intel to Invest at Least $20 Billion in Ohio Chip-Making Facility

※   Company will make cutting-edge processors at new site near Columbus, creating around 3,000 permanent jobs

※   White House: FACT SHEET: Biden-⁠Harris Administration Bringing Semiconductor Manufacturing Back to America

•   WSJ: How the U.S. Messed Up Its New 5G Rollout: ‘It Wasn’t Our Finest Hour’

•   WSJ: TikTok Owner ByteDance’s Revenue Growth Slowed Last Year Amid China Clampdowns

•   WSJ: EV Makers’ Next Headache: Scarce Battery Chemicals, Made in China

•   NYT: Covid Hospitalizations Plateau in Some Parts of the U.S., While a Crisis Remains in Others

•   NYT: Omicron Cases Appear to Peak in U.S., but Deaths Continue to Rise

※   The country is reporting upward of 700,000 new cases a day, fewer than earlier this month, but still far more than in any prior surge.

•   NYT: Fauci cautions against overconfidence but says the U.S. wave looks like it’s ‘going in the right direction.’

•   NYT: Charting an Omicron Infection

•   NYT: The F.D.A. expands its approval of remdesivir to patients who are not hospitalized.

•   NYT: Rapid Inflation Fuels Debate Over What’s to Blame: Pandemic or Policy

•   NYT: Biden’s Pandemic Fight: Inside the Setbacks of the First Year

•   NYT: U.K. Pursues More Muscular Role in Standoff With Russia Over Ukraine

•   NYT: Saudi-Led Airstrikes Kill Scores at a Prison in Yemen

•   NYT: Oil Spill Triggered by Tsunami Devastates Coast of Peru

•   NYT: China’s Games: How Xi Jinping Is Staging the Olympics on His Terms

•   NYT: China Holds the Line on ‘Zero Covid,’ but Some Wonder for How Long

•   WP: ‘That raise meant nothing’: Inflation is wiping out pay increases for most Americans

•   WP: Prices are rising all over the world, and leaders see no quick fix

•   WP: Biden’s inflation problem, in stark relief

•   WP: How far would the United States go to back Ukraine?

•   WP: Four maps that explain the Russia-Ukraine conflict

•   WP: As Turkey’s economy struggles, Erdogan goes it alone

•   WP: Why the pandemic’s work-from-home tech darlings are falling back to earth

•   FT: IMF chief warns world economy faces an ‘obstacle course’ this year

※   Geopolitical tensions, the pandemic, inflation, rising US rates and China’s slowing economy will make for a bumpy ride

•   FT: Eurozone economic recovery is surviving Omicron wave

•   FT: Covid rapid test makers race to meet overwhelming global demand

•   FT: WHO gives green light to wider use of Covid vaccine boosters

•   FT: Scientists lambast EU over gas and nuclear’s ‘green’ energy label

※   Pressure on Brussels to change draft ‘taxonomy’ rules to guide sustainable investment

•   FT: Berlusconi abandons long-shot bid for Italian presidency

•   FT: Friedrich Merz wins CDU leadership election

•   FT: German navy chief resigns after Crimea comments spark diplomatic row

•   FT: Moscow seeks agents of influence in Ukraine

•   FT: Nato’s pledge to admit Ukraine is not to blame for conflict, says ex-chief

•   FT: Macron vs Omicron: leader wary of voters’ pandemic fatigue

•   FT: UK foreign secretary calls on allies to curb rise of Russia and China

•   FT: Who caused the UK’s housing crisis?

•   FT: England’s public health body investigates new offshoot of Omicron

•   FT: Boris Johnson seeks to shore up his support among Tory MPs

•   FT: Mann Sees Inflation ‘Strong for Longer’ Without BOE Action

•   FT: Rolls-Royce seeks bids for site to make small nuclear power plants

•   FT: US wades into spat between China and Lithuania over Taiwanese office

•   FT: ‘We were running from bullets’: Kazakhstan’s biggest city recovers from unrest

•   FT: Beijing Winter Olympics poses challenge to China’s zero-Covid policy

•   FT: US in talks with Qatar over gas supplies to Europe in event of Ukraine invasion

•   FT: Myanmar junta’s air strikes force thousands of people to flee to Thailand

•   FT: Turks flock to cryptocurrencies in search of stability

•   FT: Investors turn to Europe in search of stock market bargains

•   FT: Pound shrugs off uncertainty over Boris Johnson’s future

•   FT: Traders on ‘high alert’ for supply glitches after oil hits seven-year peak

•   FT: Will the Federal Reserve signal a March interest rate rise?

•   FT: Big Tech rattled as US antitrust push finds rare bipartisan backing

•   Bloomberg: U.S. Weighs Pulling Diplomats’ Family Members Out of Ukraine

•   Bloomberg: Blinken Says Too Early to Step Up Russia Sanctions Over Ukraine

•   Bloomberg: Ukraine Crisis: Beijing Olympics May Affect Russia's Vladimir Putin's Thinking

•   Bloomberg: Living With Covid Proving Tough for a Gridlocked World Economy

•   Bloomberg: Goldman Sees Risk Fed Will Tighten More Than Forecast

※   Economists’ current baseline is four 2022 interest-rate hikes

•   Bloomberg: Sanders Says Time for Senate to Change Course on Biden’s Agenda

•   Bloomberg: Summers Says He Doubts U.S. Inflation Will Slow to 2% This Year

•   Bloomberg: Lagarde Defends Slower ECB Action as Fed Nears Rate Liftoff

•   Bloomberg: ECB’s Makhlouf Sees Inflation Slowing, No Rate Hike in 2022

•   Bloomberg: Fiscal Windfall Set to Help Sunak Relieve U.K.’s Energy Crunch

•   Bloomberg: French Nuclear Giant’s Fall Risks Energy Security for All Europe

•   Bloomberg: Germany Likely to Keep Current Pandemic Measures, Leaders Say

•   Bloomberg: Germany’s Scholz Seeks ‘Prudent’ Sanctions Against Russia: S.Z.

•   Bloomberg: French Covid-19 Cases Fall Below 400,000 Ahead of Vaccine Pass

•   Bloomberg: EU Is Exploring Options to Get More Gas From Trading Partners

•   Bloomberg: China Premier Vows More Support For Small Tech Firms: CCTV

•   Bloomberg: PBOC’s Pledge to Open Tool Box Puts Focus on Less-Known Options

•   Bloomberg: China Rate Cuts Not Enough To Stabilize Economy: Ex-PBOC Adviser

•   Bloomberg: China’s Capital Battles to Contain Virus Spread as Olympics Loom

•   Bloomberg: China Sees Smaller Spillover Impact From Fed Moves Than Before

•   Bloomberg: China Says U.S. Wrong to Sanction Firms on Missile Proliferation

•   Bloomberg: Mixing Sinovac With Different Boosters Increases Protection

•   Bloomberg: Chinese Developer Aoyuan Cut to Restricted Default by Fitch

•   Bloomberg: Turkey Said to See Inflation Rate Peaking at About 40% in 2022

•   Bloomberg: Treasury Yield-Curve Mavens Are Pining for Guidance From Fed

•   Bloomberg: The Fed Might End Up Needing to Actually Sell Some of Its Bonds

•   Bloomberg: Where’s That ‘Fed Put’? Scorched Dip Buyers Confront New Reality

•   Bloomberg: U.S. Diesel Prices at the Pump Rise to Highest Since 2014

•   Bloomberg: Europe’s LNG Glut Leaves Jetties Full of Discounted Cargoes

•   Bloomberg: IPhone Assembler Hon Hai Expects ‘Unprecedented’ First Quarter

•   Bloomberg: China-US: Xi Jingping Backs New Generation Of Startups In Tech War

•   Bloomberg: Infineon Sees End of Microchip Shortage in 2023: Automobilwoche

•   Bloomberg: China’s ‘Little Giants’ Are Its Latest Weapon in the U.S. Tech War

•   Bloomberg: China’s Vast Blueprint for Tech Supremacy Over U.S.

•   Bloomberg: China's Carbon Market May Get Stricter Under a New Proposal

•   Bloomberg: China to Encourage Low-Emission Gasoline Cars Amid Green Push

•   Bloomberg: EU Climate Chief Wants Renewables to Stop Making Putin ‘Rich’

•   Bloomberg: Blackstone Makes ESG Splash with Green-Energy Lending Strategy

•   Bloomberg: Carbon Offsets Trading Could Go Two Very Different Ways

•   Reuters: Pfizer CEO sees annual COVID vaccine rather than frequent boosters

•   Reuters: Germany mulls scrapping energy bill surcharge early as prices rise

•   Reuters: ECB's Rehn expects euro zone inflation of around 2% in next two years -Handelsblatt

•   Reuters: EXCLUSIVE German government forecasts 2022 inflation at 3.3%

•   Reuters: Bank of England to raise rates again in February as inflation surges

•   Reuters: Europe kept waiting as Intel commits to new U.S. chip factories

•   Reuters: China property sector could see "significant" policy easing -BNP Paribas

•   Reuters: China Evergrande's offshore debt, assets could be separated in restructuring - report

•   Reuters: How a Russian-Ukraine conflict might hit global markets

•   Reuters: Global bond funds see higher outflows on rates outlook

•   Reuters: Morgan Stanley expects oil at $100 a barrel in second half of year

•   Reuters: U.S. crude exports ramp up as global demand recovers

•   Reuters: OPEC+ compliance rises to 122% in December, sources say

•   Reuters: EXCLUSIVE China puts 4 mln barrels of Iranian oil into state reserves -source, Vortexa

•   Reuters: Iraq schedules crude shipments for March loading amid strong demand-oil official

•   Reuters: Oil majors TotalEnergies and Chevron withdraw from Myanmar

•   Reuters: EXCLUSIVE Renault, Nissan, Mitsubishi to unveil 2030 EV plan this week

•   Reuters: Analysis: A handbook of (mostly failed) radical inflation-fighting efforts

•   CNN: Winter storms and spiking energy prices could lead to record high heating bills

•   CNBC: Russia proposed interim nuclear deal to Iran, with U.S. knowledge, sources say

•   MarketWatch: Is the market crashing? No. Here’s what’s happening to stocks and bonds as the Fed aims to end the days of easy money, analysts say.

•   MarketWatch: Chips may be sold out for 2022 thanks to shortage, but investors are worried about the end of the party

•   Fox News: Fox News Poll: Voters reluctant to give Biden a second term

•   SCMP: How China and Russia forged a friendship after bridging decades-old differences

•   SCMP: China’s wealth gap laid bare by contrasting lives of two coronavirus carriers in Beijing

•   SCMP: China rolls out policies to promote green consumption in sectors ranging from food and clothing to transport and renewable energy

•   SCMP: Global funds seen adding to US$386 billion of ownership in Chinese government bonds as returns outpace Treasuries

•   SCMP: China GDP: city in eastern Anhui province facing ‘win or die’ situation after economy failed to grow in 2021

•   SCMP: As US wades into digital currency arena, China’s e-yuan already has a big head start

•   SCMP: China must brace for ‘digital cold war’ with US as battle for tech supremacy heats up

•   SCMP: China’s wealth inequality has worsened in pandemic, highlighting ‘alarming’ global trend, Oxfam finds

•   SCMP: Zero-Covid is still the best choice for China now, top adviser says

•   Caixin: Encouraging GDP Data, Strong Exports Sustain Chinese Currency’s Bull Run

•   Caixin: China’s Graft Watchdog Says It Will Focus on Government-Business Collusion

•   Caixin: Energy Insider: China Cracks Down on Oil Industry Misconduct

•   Nikkei Asia: Tokyo hits record 10,000 COVID cases, Japan over 50,000 for first time

•   Nikkei Asia: Biden and Kishida plan Quad summit in Japan in late spring

•   Nikkei Asia: Weak yen complicates life for Kuroda and Kishida

•   Nikkei Asia: Move over, Toyota: Japan's chip industry exports match carmakers'

•   Economic Times: India's economy has some bright spots, a number of very dark stains: Raghuram Rajan

•   Industrial Vehicle Technology: Doosan launches ultra-low emission heavy-lifting forklifts

•   DIGITIMES: Foldable smartphone prices falling rapidly

•   DIGITIMES: Compeq foresees intense high-end HDI PCB demand

•   매경(P1): 소상공인에 300만원씩…선거前 초유의 1월 추경

※   기재부: 2022년 추가경정예산안

•   매경: 방역죄고 현금풀기 7번째…소상공인 준 33조, 나랏빚 '부메랑'

•   매경: 표노린 추경 증액…與野가 따로 없네

•   매경(P1): 찐부자들 몰리는 해외부동산…수익률 도대체 얼마길래?

•   매경: 마이크로 LED 시장 4년뒤 年5조로 성장

•   매경: 노태문 삼성전자 사장 "갤S22 역대 가장 주목받는 제품될것"

•   매경(P1): 텍사스 벌판서 10년…OCI, 태양광 금맥 캤다

•   매경(P1): 소맥 대신 배달쿠폰…코로나가 바꾼 회식

•   매경(P1): 22개월 내내 올랐던 미국증시 추락…"20% 더 떨어질 수도"

•   매경: 신안 해상풍력 차질 빚나…지역 어민단체 협약 파기

•   매경: 대기업이 원자재값 급등 충격 더 받아

※   한국경제연구원: 국제원자재 가격급등의 기업 채산성 생산자물가에의 영향

•   매경: 대출자 10명 중 1명 대출금리 1%P 오르면 이자로 소득 5% 더 내야

•   매경: 탄소중립 쓰나미…고철값 13년만에 최고치 육박

•   매경: 삼성전자 5G 장비 영국서 본격 가동

•   매경: 편의점 삼각김밥 이젠 로봇이 배달해요

•   매경: "빚투했는데 최악의 시나리오가…" 증시폭락에 반대매매 급증

•   매경: 지난 5년간 "집, 반드시 사라" 외치던 전문가들조차 태세전환

•   한경(P1): 식당·키즈카페·목욕탕도 '중대재해법' 못 피한다

•   한경: 식중독 10명 넘으면…어린이집 원장도 '7년 이하 징역' 가능성

•   한경: "근로자 5인 미만 자영업자도 처벌 받을 수 있다"

•   한경: 건설현장 5곳 중 4곳, 안전관리자 배치 못할 판

•   한경(P1): 1월 회사채 발행 7조 '사상 최대'

•   한경: "여보, 예금금리 또 오른대…다음은 우리야?" 속타는 영끌족

•   한경: 오염 90% 줄인 '탄소중립船' 도크 꽉 채웠다

•   한경: 이주열 임기 3월 말 종료…차기 韓銀 총재 누가 거론되나

•   서경(P1): 택배파업 1년새 4번···부메랑 맞은 親노조 정책

•   서경: '노조 필증' 남발에 너도나도 勢불려···마트·온라인배송도 멈췄다

•   서경: 노동이사·타임오프제 등 줄줄이···노조 가입률 14% 넘어 역대최고

•   서경: 특고 이어 플랫폼 종사자까지 '파업 공화국' 되나

•   서경(P1): 442만명 몰린 LG엔솔,100억 이상 투자 318명

•   서경(P1): 용산마저도 1월 아파트 거래 '1건'···"악소리 납니다"

•   서경: 해상풍력 보급 위해 전력망부터 깐다

•   서경: '반쪽짜리' 가계부채DB 보완한다···한은, 부동산 등 자산정보 추가

•   서경: 현실 외면한 무공해차 할당···완성차 "벌금 피하려 내연차 판매 줄일 판"

•   서경: 삼성폰에 SK하이닉스 '5,000만 화소 이미지센서' 탑재

•   서경(P1): 중대재해법 27일 시행···난립하는 자문위

•   서경: 중대재해법 모호한데 '사공'만 늘어···기업들 "불똥 어디로 튈지 몰라 더 불안"

•   서경(P1): 이재명 "311만 가구 공급"···윤석열은 "육아 재택근무 보장"

•   서경: 밀리는 이재명, LTV 90%에 반값 아파트까지 꺼냈다

•   서경: LG엔솔 상장···반도체 실적···韓증시 경계심 최고조

•   서경: [단독] 신재생 급가속에···REC 거래액 2배 늘었다

•   서경: 매년 내던 '원전백서' 文 임기땐 감감무소식

•   조선(P1): [NOW] 사라진 풀타임 일자리… 文정부 4년새 185만개

•   조선(P1): 美·日, 韓 빼고 ‘북핵 CVID 원칙’ 공동성명

•   조선: 北 해킹능력 세계 3위… “한국 국가시스템 순식간에 무력화 가능”

•   조선(P1): “매일 20만명 자가격리 되는 상황 대비해야”

※   22일 코로나 신규 확진자가 7630명을 기록

※   전문가 “하루 5만명 확진될 수도”

•   조선: 돈가스 배달료 4300원… 식당·손님 함께 운다

•   조선: 택배대란 勞勞갈등… 비노조원들 “일하고 싶다” 파업철회 촉구 집회

•   조선: 상속주택 보유세 3배까지만? 실제론 10배도 때린다

•   조선: 휘발유값 L당 1632원, 두달반만에 다시 상승세로

•   조선: 삼성전자, 첫 노사 임금협약 체결 임박

•   조선: [Biz 톡] 대선주자들 반대하는데… 산업부는 신한울 3·4호기 퇴출 준비중

•   조선비즈: 박용만 만난 이재명 “서비스업 고도화는 우리가 꼭 가야할 길”

※   이재명TV: 만문명답 (晩問明答) : 박용만이 묻고 이재명이 답하다 | 1부 : 우리가 직면한 현안과제

•   조선비즈: [차이나 모빌리티] 중국 차 해외 진격…한국 차 수출 위협

•   조선비즈: ‘유가 상승폭 > 유류세 인하폭’ 코앞… 5월부터 기름값 폭등 전망

•   조선비즈: 내수 업고 초고속 성장한 中 CATL 위상 ‘흔들’… “K-배터리엔 기회”

•   조선비즈: 수입물가 치솟는데 수출비중 25% 중국마저 흔들…韓 무역수지 가시밭길

•   조선비즈: 연산·저장 한번에… 뇌 닮은 ‘뉴로모픽 반도체’ 시대 온다

•   조선비즈: 김동연, 이재명·윤석열에 만남 제안 “이대로 가면 나라 망한다”

•   중앙(P1): [팬데믹 2년, 내가 겪은 코로나]코로나 2년, 극복 대신 ‘동거’를 모색하다

•   중앙: [팬데믹 2년, 내가 겪은 코로나]“오미크론 예방 가능” vs “오히려 면역력 저하”…N차 접종 효과 논란

•   중앙: 후판 값 뛰고 저가 수주 경쟁, 친환경 규제까지 ‘삼중고’

•   중앙(P1): [outlook] 레드라인 넘는 김정은, 바이든 묘수가 안보인다

•   중앙: 미·일 정상은 북핵 CVID 원칙 재확인…문 정부는 종전선언 전념

•   중앙: 공급망이 불안하다, 우라늄·LNG값까지 폭등

•   중앙: 수소경제 시대…냄새 나는 ‘암모니아’ 이젠 귀한 몸 됐다

•   동아(P1): 접종완료자 확진땐 7일만 격리… 코로나 사망 ‘장례후 화장’ 가능

•   동아: ‘오미크론 우세’ 광주-전남-평택-안성, 고위험군만 PCR검사

•   동아(P1): [단독]“러서 30km, 푸틴이 가장 탐내던 땅” 잠 못드는 우크라

•   동아(P1): [단독]北 도발 와중에 남북 접촉… 정의용 “종전선언 긍정 반응 기대”

•   동아(P1): 퇴직연금 지난해 年평균 수익률 2% ‘불안한 노후’

•   동아(P1): [단독]北 ‘괌 사정권 IRBM’ 5년만에 도발 가능성

•   동아(P1): [르포]우크라軍, 기자에 “5분내 안 떠나면 체포”… 러 1km앞 우크라 검문소 일촉즉발 긴장감

•   동아: “지속가능성 뒤처진 기업은 사회가 배척… 청년들도 외면할 것”

•   동아: ‘기후악당’ 伊전력기업 에넬, 재생에너지 중심으로 탈바꿈

•   문화: D램 위주에 ‘반쪽’ 최강… 美 57조 쏟아붓는데 韓은 고작 1조

•   문화: 삼성 ‘인메모리’·SK ‘사피온’… 차세대 기술 앞세워 글로벌선점 ‘잰걸음’

•   문화: “미래 반도체, 저비용·고효율이 핵심…산·학·연 원스톱 협력체제 구축해야”

•   문화: “2% 웃도는 물가 상승세, 향후 2 ~ 3년 지속될 것”

•   한국(P1): [단독] 국정원 "北, 태양절 열병식서 고체연료 신형 ICBM 공개 가능성"

•   한국(P1): "중대재해 못 막으면 기업도 사망"… 현산 '광주 사고'가 다음 달 난다면?

•   한국: 그래도 설인데… 기업 90%, 작년과 비슷한 수준 '떡값' 준다

•   국민: “국가 에너지 정책은 정치 아닌 과학으로 접근해야”

•   서울(P1): [단독] 베이징올림픽 정부대표 유은혜 부총리 사실상 확정

•   서울: “미래형 원전기술은 계속 연구돼야… 결국 탄소중립 의지가 중요”

•   세계(P1): 文정부 나라살림 4년째 수십조 적자

•   한겨레: 142개 연료전지 모듈 ‘빽빽’…수소로 전기·온수 ‘친환경 생산’

•   머니투데이: "세제실 문책성 인사? 이게 최선입니까"[세종썰록]

•   머니투데이: 테슬라도 뛰어들었다…'원자재 대란' 배터리 값 어디까지 오를까

•   머니투데이: "IMF 보다 더 힘들다" 늘어지는 코로나 영업제한, 지쳐가는 사장님들

•   헤럴드경제(P1): “은퇴 뒤 뭘 하지?” 중장년층, 굴착기에 빠졌다 [헤럴드 뷰]

•   헤럴드경제: 中 ‘반고체 배터리’에 韓 ‘전고체’로 맞불

•   파이낸셜뉴스(P1): 예산·기업정책 ‘부처간 힘겨루기’... 갈등 중재할 컨트롤타워도 없다 [정권말 부처 이기주의]

•   파이낸셜뉴스: 中시안 점진적 봉쇄 해제… 韓기업 숨통 튼다

•   아시아경제(P1): 김포공항서 잠실까지 '20분'…카카오모빌리티의 UAM 상용화 구상

•   아시아경제: 배터리업계, 니켈·리튬 가격 급등 방어 전략 3가지

•   아시아경제: [단독]정부, 배달로봇 ‘거미줄 규제’ 푼다…지능형로봇법 개정 추진

•   디지털타임스(P1): 기업 10곳중 9곳 "올해도 공급망 불안 지속"

•   이데일리(P1): 14조 추경에 `35조, 50조` 압박…돈풀기 공방 예고한 정치권

•   이데일리(P1): ICT·바이오 뭉칫돈 몰리는데…제조·지방은 '찬밥'

•   이데일리: 메타버스는 20억 바로 쏜다는데…벤처투자 '쏠림' 심화

•   이데일리: 비트코인, 3중고에 '휘청'…"3만불도 위험" Vs "설이후 반등"

•   이데일리: "CES 보니 불안하네"…코로나에 기업들, 박람회 참가 '고민'

•   연합: 오후 6시까지 전국 4천415명 확진…어제보다 376명 적어

•   연합: [미얀마쿠데타 1년]① 유혈탄압 vs 무장투쟁…군정 돈줄 차단 주목

•   연합: [미얀마쿠데타 1년]②반군부진영 대통령 대행 "무기·돈 유입 차단 제재 필요"

•   연합: [미얀마쿠데타 1년]③이양희 前유엔보고관 "이대로 1년 가면 파탄국가 될수도"

•   연합: [미얀마쿠데타 1년]④총격·포격 피해 젖먹이도…태국 국경 난민촌 르포

•   연합: [공시가 현실화 4년] ① 공시가격 2배 뛰고 보유세는 3배 이상 상승

•   연합: [공시가 현실화 4년] ② 변곡점 선 집값…단기급락시 공시가＞시세 역전될수도

•   연합: 세 불리는 종부세 위헌소송…다주택·법인 중과세율 쟁점

•   뉴시스: 금리 본격 상승 전에…기업들 회사채 발행 '러시'

•   뉴스1: [단독]아파트 10채 중 8채 '하락거래'…서초 아크로리버파크 5.2억 '급락'

•   이투데이: 4배 이상 투자 증가한 ESS…기업들 시장 공략 가속화

•   에너지경제: 탈원전 정책 '기로'…에너지 인플레 심화에 '재검토' 대선공약도

•   전자신문(P1): [단독] "비트코인도 가계 자산"…올해 통계 조사

•   전자신문: 대만 PCB '투자 러시' 韓보다 4배 많다

•   전자신문: 반도체 수급난에 라이다도 공급 지연...레벨3 자율주행 늦어질라

•   디지털데일리: 美, 반도체 ‘한국·대만’ 집중 해소 본격화…韓, 대응 가능할까 [IT클로즈업]

•   로봇신문: 'CES 2022'에서 꼽아본 흥미로운 로봇 TOP 3

•   로봇신문: 中 지난해 산업용 로봇 생산량 최고치 경신...전년比 44.9% 증가

[Opinions]

•   Project Syndicate(Minouche Shafik): The Pandemic and Our Broken Social Contracts

•   Project Syndicate(James K. Galbraith): The Case for Strategic Price Policies

•   Project Syndicate(Javier Solana): Ukraine and the Fundamentals of European Security

•   Project Syndicate(Andrés Velasco, Eduardo Levy Yeyati): Argentina's Imaginary Miracle

•   FT(Editorial Board): Boris Johnson’s desperate ‘red meat’ ploy

•   FT(Editorial Board): Avoiding a two-track economic recovery

•   FT(Rana Foroohar): The Fed needs diversity of thought

•   FT(Katie Martin): Bund blip shows how fast the market mood is changing

•   FT(Ethan Wu): Oil’s big surprise

•   FT(Robert Gates): Putin has overplayed his hand on Ukraine

•   FT(Henry Mance): Davos and the New Age art of manifesting

•   FT(Lex): Siemens Gamesa: stormy weather buffets the wind turbine maker

•   FT(Lex): Global wealth: asset inflation decouples rich from GDP

•   WSJ(Editorial Board): How Ukraine Feels About a ‘Minor Incursion’ by Russia

•   WSJ(Editorial Board): Biden’s Pointless Vaccine Mandate

•   WSJ(Kimberley A. Strassel): What Ails the Biden Presidency

•   WSJ(Kevin Rudd): China’s Economic Downturn Gives Rise to a Winter of Discontent

•   WSJ(Tom Rogan): Is Germany a Reliable American Ally? Nein

•   NYT(Editorial Board): Biden Versus the Friends of Covid

•   NYT(Editorial Board): President Biden’s Economy Is Failing the Big Mac Test

•   NYT(Paul Krugman): Wonking Out: Honey, I Shrank the Economy’s Capacity

•   NYT(Paul Krugman): Biden Versus the Friends of Covid

•   NYT(Ross Douthat): How to Retreat From Ukraine

•   WP(Editorial Board): Intel should not have apologized to China

•   WP(Editorial Board): What happens after omicron? Hard decisions about vaccines.

•   WP(David Ignatius): As invasion looms, Ukrainians are calmly defiant

•   WP(Katja Hoyer): Germany has become a weak link in NATO’s line of defense

•   WP(Roger Lowenstein): Inside the ideological divide between the Fed’s board and its bankers

•   WP(Perry Bacon Jr.): Biden’s approach to the presidency was flawed from the start

•   Bloomberg(Editorial Board): Don’t Give Putin a Veto Over NATO Expansion

•   Bloomberg(Niall Ferguson): China's Covid Victory Over America Turns Out to Be Pyrrhic

•   Bloomberg(Daniel Moss): Inflation Has the Radicals Crawling to the Center

•   Bloomberg(John Authers, Lisa Abramowicz): Has the Nasdaq Finally Caught Up With Reality?

•   Bloomberg(John Authers): Whatever a Correction Really Is, This Isn’t Yet

•   Bloomberg(Robert Burgess): The Most Important Number of the Week Is 359

•   Bloomberg(Liam Denning): U.S. Has a Blueprint to Electrify Its Country Roads for EVs

•   Bloomberg(Julian Lee): Dude, Where's My Oil? (And Why Is It So Expensive?)

•   Bloomberg(Andreas Kluth): To Subjugate Ukraine, Putin Just Needs to Keep the West Quarreling With Itself

•   Bloomberg(Clara Ferreira Marques): Russia’s Fortress Economy Has Some Cracks

•   Bloomberg(Stephen Mihm): Inflation Forecasting Is a Truly Dismal Science

•   Bloomberg(Matthew Yglesias): Infrastructure Week, But for the Pandemic

•   Bloomberg(Robert A. George): How Biden Can Build Back Better Democratic Support

•   Bloomberg(Lisa Abramowicz): Wall Street's Big Payday Makes the Fed's Job Harder

•   CNN(Karin Kimbrough): LinkedIn economist: 3 ways the pandemic has dramatically changed the labor market

•   Fox News(Tom Del Beccaro): 5 political dynamics to watch in 2022

•   Fox News(Nathan A. Sales): To deter Putin in Ukraine, Biden must stand up to the Russian strongman

•   Fox News(K.T. McFarland): Russia's hybrid war against Ukraine has already begun

•   매경(사설): 어민 반대 부딪힌 세계 최대 풍력단지, 졸속 추진의 결과다

•   한경(한상춘): Fed의 양적긴축 충격…금리인상의 몇 배 될까?