Business Intelligence Monitor 220125

(Introduction)

[Markets]

•   Global: Wall Street shakes off Fed, Ukraine anxiety as oil dips

※   U.S. stock indices end day higher after steep selloff

※   Oil down 2%

※   Fears of Russian attack on Ukraine unnerve investors

※   Fed kicks off two-day policy meeting Tuesday

•   Eurozone: Siemens Energy shares hit record low as sell-off continues

•   Russia: Russian financial markets sustain fresh blow on rising Ukraine tensions

•   Metals: Profit-taking ahead of Fed meeting hits industrial metals

•   Metals: Lithium Hits ‘Ludicrous Mode’ as Battery Metal Extends 400% Gain

•   Grains: Wheat futures rise on fears over Russia-Ukraine conflict

•   Cryptocurrency: Bitcoin Price Has Lost Half Its Value—Again

•   한국: 연준 긴축발 코스피 급락…2,750 단기지지선 전망

[Indicators]

•   US·Europe·Asia Dec. PMI: Omicron Slows the Global Economy, Hitting the U.S. Particularly Hard

※   The U.S. saw a pullback in services and manufacturing growth, while services sectors in Europe, Asia also slowed

•   한국 11월 전력판매: 작년 1~11월 전력판매 4.7%↑… 3년만에 플러스 반등할 듯

•   한국 2021년 지가: 작년 땅값도 들썩였다… 세종, 7% 올라 1위

•   한국 1월 기업 직접금융 조달: 대형 IPO부터 유상증자까지…지난해 주식 발행 166.5% 늘었다

[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: Fed Steps Up Deliberations on Shrinking Its $9 Trillion Asset Portfolio

•   WSJ: On the Brink of War With Russia, Ukrainians Are Resigned and Prepared

•   WSJ: How Events in the U.S., Germany and China Embolden Putin

•   WSJ: Differences Splinter U.S. Team Negotiating With Iran on Nuclear Deal

※   Some members of the U.S. team have left or stepped back after urging a tougher approach in talks on Iran’s nuclear program

•   WSJ: ESG Investing Can Do Good or Do Well, but Don’t Expect Both

•   WSJ: Clean Energy Stocks Are Down but Still Have Their Spark

•   WSJ: Ford Shuts Off Orders for New $20,000 Maverick Pickup

•   WSJ: Boeing Adds $450 Million to Air-Taxi Effort

•   WSJ: Facebook Promised Poor Countries Free Internet. People Got Charged Anyway.

•   NYT: Biden Weighs Deploying Thousands of Troops to Eastern Europe and Baltics

※   The president is also considering deploying warships and aircraft to NATO allies, in what would be a major shift from its restrained stance on Ukraine.

•   NYT: Omicron’s Economic Toll: Missing Workers, More Uncertainty and Higher Inflation (Maybe)

•   NYT: Omicron’s Radical Evolution

•   NYT: Why Is Silicon Valley Still Waiting for the Next Big Thing?

•   WP: NATO to send more ships, fighter jets to Eastern Europe as Russia continues buildup on Ukraine border

•   WP: Lab study shows omicron-blocking antibodies persist four months after a Pfizer-BioNTech booster

•   WP: Four ways inflation is a political problem for Biden

•   WP: Why is Ukraine coming up so much in American politics?

•   WP: They had covid-19 once. Then, they got it again.

•   WP: The polling hits keep coming for Biden

•   WP: A divided Europe confronts Russia with conflicting goals on Ukraine

•   FT: US and UK order embassy withdrawals from Ukraine

※   State department urges Americans to evacuate as fears mount over Russian invasion

•   FT: Russia plans to target Ukrainian capital in ‘lightning war’, UK warns

※   Alarm raised as Nato members put forces on standby while Russian ally Belarus responds with its own deployments

•   FT: How the west went public to stop a war in Ukraine

•   FT: The Draghi dilemma: Italian presidential election risks turbulence

•   FT: Italy’s lawmakers cast slew of blank ballots in impasse on choice of president

•   FT: Brussels prepares stricter rules on supply chain liability

•   FT: China’s extended naval reach in western Pacific fuels Taiwan tensions

•   FT: China Builder Yuzhou to Miss Bond Payments After Debt Exchange

•   FT: China trade surplus that can’t be fixed from outside

•   FT: Turkish industry hit by power cuts amid gas supply troubles

•   Bloomberg: Global Supply Chains Near Make-or-Break Point for Easing in 2022

※   Citigroup, New York Fed economists zoom in on supply headwinds

•   Bloomberg: U.S. Posts Most Covid Deaths in 11 Months, But Peak May Be Near

※   The seven-day average of reported Covid-19 deaths reached 1,975 on Friday

•   Bloomberg: When Will Covid End? Omicron Offers Hope for Stabilization, Normalization: WHO

•   Bloomberg: NABE Survey Shows Build-Up of U.S. Inflation, Labor Shortages

※   NABE: Latest NABE Survey Panel Sees Strong Sales and Rising Investment, But Pressure from Labor and Material Shortages is Increasing

•   Bloomberg: Biden’s Electric Vehicle Push Unites Warring Oil and Corn Allies

•   Bloomberg: China Misses Trade Deal Targets, Raising Pressure on Biden

•   Bloomberg: Market Storm Fails to Dent Economists’ Solid U.S. Growth Outlook

•   Bloomberg: Biden to Talk Up Anti-Inflation Efforts as Risks and Prices Rise

•   Bloomberg: Inflation Up Close: Pain Grips Pockets of U.S. With Rate Over 9%

•   Bloomberg: Inflation Forces U.S. Families to Spend More on Essential Items

•   Bloomberg: FDA Halts Use of Two Treatments Ineffective Against Omicron

•   Bloomberg: Why America May Not Be Ready for the Next Pandemic

•   Bloomberg: Europe’s Economy Exposed as U.S. Seeks Joint Front Versus Russia

•   Bloomberg: European Power Prices Jump on Low Wind, Rising Russia Tensions

•   Bloomberg: Germany Stands Firm on Denying Ukraine Arms as Allies Reel

•   Bloomberg: Germany Sticks to Covid Restrictions as Omicron Wave Surges

•   Bloomberg: U.K. to End Covid Testing for Vaccinated Travelers

•   Bloomberg: U.K. Profit Warnings Surge Amid Supply Chain Snarl-Ups, EY Says

•   Bloomberg: EU Sees Chance of Timely Deal in U.K. Post-Brexit Talks

•   Bloomberg: Deutsche Bank Sees ECB Lifting Interest Rates This December

•   Bloomberg: China Blasts U.S. as ‘Bullying’ With ‘Wanton’ Flight Suspensions

•   Bloomberg: China’s Massive Current Account, Capital Surpluses Underpin Yuan

•   Bloomberg: China Steel Hub Cuts Output as Beijing’s Pre-Olympic Air Worsens

•   Bloomberg: Evergrande Seeks More Time From Offshore Investors on Repayment

•   Bloomberg: Iran May Consider Direct U.S. Talks Over Nuclear Guarantees

•   Bloomberg: Saudi Arabia Plans To Keep Debt Stable as Oil Income Surges

•   Bloomberg: Kuwait Sees $10 Billion Deficit on Higher Oil, Cuts Spending

•   Bloomberg: Bolsonaro Signs 2022 Budget Into Law, Fueling Inflation Concerns

•   Bloomberg: U.S. Stocks Lose Out to Emerging Markets by Most Since 1990

•   Bloomberg: Hawkish Fed Doesn’t Mean Doom for Resilient Emerging Markets

•   Bloomberg: Digital Dollar Looks ‘Inevitable,’ BofA Strategists Say

•   Bloomberg: Era of Ultra-Cheap Money Begins to Fade in Corporate Bond Market

•   Bloomberg: Traders Ditching Dollar Bets Miss Jump Ahead of Fed Meeting

•   Bloomberg: Chip Stocks Off to Worst Start Since at Least 1994: Tech Watch

•   Bloomberg: A Former BOE Chief Says Look to Treasury for Real Influence

•   Bloomberg: Is Real Estate a Good Investment Hedge Against Inflation? What the Experts Say

•   Bloomberg: Fed Should Focus on Balance Sheet First, Guggenheim’s Minerd Says

•   Bloomberg: Oil Market Runs Out of Bears in Its Surge to the Brink of $90

•   Bloomberg: Oil Explorers Are Fracking at Breakneck Pace, Fueling Inflation

•   Bloomberg: Goldman Says Russia Conflict Could Curb Gas Flows Indefinitely

•   Bloomberg: China Lets In Most of the Australian Coal Stranded at Its Ports

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

•   Bloomberg: IBM Posts Best Sales Growth in 10 Years on Cloud Demand

•   Bloomberg: ECB Wipes 45% Off Home Prices in Harshest Bank Climate Test

•   Bloomberg: China Carbon Emissions: Electric-Car Adoption Isn’t Fast Enough for 2060 Target

•   Bloomberg: Clean-Power Developers Warn Billions at Risk in Plea to Congress

•   Bloomberg: Going Green Must Include Nuclear for EU’s Largest Copper Plant

•   Reuters: Do not assume COVID pandemic reaching 'end game', warns WHO

※   More variants likely to follow Omicron, WHO warns

•   Reuters: Sinovac regimen gets strong boost from Pfizer, AstraZeneca or J&J COVID shots - study

•   Reuters: Omicron survives longer on plastic, skin than prior variants; nose swabbing found best for rapid tests

•   Reuters: 'We're in trouble:' US envoy urges faster action on climate goals

•   Reuters: German economy likely shrunk in Q4: Bundesbank

•   Reuters: EU regulator set to rule on Pfizer COVID pill by end-Jan, ahead of Merck

•   Reuters: Germany extends COVID curbs as infections threaten infrastructure

•   Reuters: Yemen's Houthis fail in second missile attack on UAE

•   Reuters: Russia reports record daily COVID-19 cases

•   Reuters: France reports close to 400 COVID-related deaths

•   Reuters: Toyota extends production curbs in Japan as COVID infections rise

•   Reuters: Analysis: A digital dollar is years away as U.S. Fed kicks issue to Congress

•   AP: China tests 2M in Beijing, lifts COVID lockdown in Xi’an

※   lifted a lockdown Monday that had isolated its 13 million people for a month

•   AP: Analysis: Crisis in Ukraine a showdown of two world views

•   AP: EXPLAINER: Why are oil prices high, and any relief in sight?

•   CNBC: Fed rate hikes will intensify a global debt crisis, research warns

•   CNBC: Interest rates are expected to rise in 2022—here are 4 ways to prepare

•   CNBC: Russia could invade Ukraine, but Putin might be afraid of the backlash, says ex-U.S. ambassador

•   CNBC: China’s zero-Covid policy could be weighing on currencies across the globe

•   CNBC: Here’s why one solar industry veteran is betting big on clean hydrogen

•   MarketWatch: Putin's ambitions are bigger than Ukraine, says Fiona Hill: 'He wants to evict the United States from Europe'

•   SCMP: China jobs: record number of graduates faced with supply shortage as employment prospects dim amid economic slowdown

•   SCMP: US-Japan alliance restricting vital tech exports to China risks ‘major impact’ on trade, supply chains

•   SCMP: US$1.92 trillion: Guangdong’s GDP likely surpassed South Korea’s in 2021

•   SCMP: Shanghai wants more chip capacity to support new-energy vehicle growth

•   Global Times: Xi to chair summit marking 30 years of China-Central Asia ties

•   Caixin: Chinese Provinces Cut 2022 Growth Targets Amid Headwinds

•   Caixin: China Needs to Remake Its Energy System to Meet Climate Goals, Group Says

•   Nikkei Asia: Japan to expand COVID measures to over 30 of 47 prefectures

•   Nikkei Asia: Panasonic to start producing new Tesla batteries in 2023

•   Nikkei Asia: Japan steps up quantum push as U.S. and China forge ahead

•   Nikkei Asia: Indonesia's drive to lift resource curse shakes global producers

•   Economic Times: India's fuel demand recovery to continue, says Fitch Ratings

•   Power Engineering: GE software aims to optimize gas turbine performance

•   For Construction Pros: Compact Battery Electric Machines Gain Ground in Construction

•   DIGITIMES: 2021 Global ODM/OEM TV shipments fall 9.4% on year

•   DIGITIMES: More record-high revenues for UMC, PSMC in 1Q22

•   DIGITIMES: TSMC reportedly to build new advanced packaging fab in southern Taiwan

•   Robotics & Automation News: Fanuc launches new 1,000 kg payload industrial robotic arm

•   Robotics & Automation News: How robots learn to hike: ETH researchers look to improve four-legged ANYmal’s mobility

•   Robot Report: How 11 cobots help assemble the Fiat 500 electric car

•   매경(P1): [단독] 삼성전자 또 당했다…거액 노린 유럽 특허 사냥꾼 소송

•   매경: 삼성, 일주일 한번꼴 특허소송 시달린다…절반은 울며 겨자먹기 합의

•   매경: 해외소송 쏟아지는데…정부는 강건너 불구경

•   매경: LG 에어컨도 당했다…사냥감 된 한국 기업들

•   매경: 장기 실업자 65%가 2030인데…정부 "청년층이 고용개선 주도" 자화자찬

•   매경: "4년전 공개폭파는 눈속임…북한, 풍계리 핵실험장 유지" [IAEA 전 사무차장]

•   매경: 중대재해법 눈앞…현대차·기아, CSO직 신설

•   한경: "통상교섭본부, 업계 요구 강력 전달했다는데…美선 전혀 몰라"

•   한경: 한은 "갤럭시폰에 디지털화폐 심는다…아이폰엔 계획 없어"

•   한경: GS건설, 수소플랜트 모듈 美 수출한다

•   한경: "차택근무 해도 되겠네"…LG가 선보인 미래 자율주행차

•   한경: 'K배터리 텃밭' 유럽시장 전운…中 CATL, 2위로 치고 올라와

•   서경(P1): 대중부유층 "상속보다 증여" ···30%는 자산 팔아 세금 마련

•   서경(P1): 건설 근로자 26%가 外人···비숙련자 많아 '중대법 복병'

•   서경: 중대재해법 3일 남았는데···현장선 '초짜' 외국인 노동자 늘어 '비상'

•   서경: 中企 "범법자 될까 불안·답답···면책규정 마련해달라"

•   서경: 중대재해법 점검회의서 '수사' 16번 언급한 고용장관···"유해요인 방치땐 상응 처벌"

•   서경: "금·달러 투자보단 차라리 정기예금이 낫다"

•   서경: 금리상승에 회사채 연기·취소···'카타르 LNG' 수입도 차질 우려

•   서경: 효성, 전남 그린수소에 1조 투자...조현준 "에너지산업 메카로 육성"

•   조선(P1): 확진자 1만명 육박… 내일부터 새 방역수칙 적용

•   조선: 文대통령, 오미크론 확산 이유로 신년회견 취소

•   조선: [단독] 尹측·安측, 27일 野단일화 첫 토론회

•   조선: 이재명, 두산건설에 용도변경 특혜 의혹

•   조선비즈: [단독] LG유플러스, 28㎓ 5G 기지국엔 中 화웨이 장비 안 써

•   조선비즈: [단독] SK하이닉스, 0.7㎛ 이미지센서 개발해 양산… 소니·삼성 맹추격

•   조선비즈: 베트남, 韓 기업투자 30% 급감…“백신비용 요구 등 규제 지나쳐”

•   조선비즈: 버블경제로 돌아온 일본…아파트값 연일 고공행진

•   중앙: 자율주행 로보택시 타보니…4→1차선 변경도 매끄럽네

•   중앙: 물가·금리까지 뛰니…코로나로 닫힌 지갑 더 닫힌다

•   중앙: [단독] 2년간 상위 1% 3700만원 쓸때, 하위 20% 3만원 썼다

•   동아(P1): 밥상 물가 작년 5.9% 올라 10년만에 최대폭

•   동아: 지자체들 “공시지가 인상속도 늦춰달라”… 정부는 “현실화 계획대로” 10% 오를듯

•   문화: “영업제한, 소비 감소에 48% 비중”… 방역·경제 다 놓친 코로나대책

•   한국(P1): 코스피 3000 주역' 개미, 떠나며 남긴 질문…"시장, 믿을 수 있나요?"

•   국민: [단독] 김동연 “청와대, 최저임금 관련 대통령 보고 막았다”

•   서울: 3년째 ‘제자리’ 새만금 태양광, 언제 볕들까요

•   머니투데이(P1): 물적분할 반대해온 국민연금의 찬성...포스코 지주사, 큰 고비 넘었다

•   머니투데이(P1): 오미크론 공포에 소비자 지갑 닫나…"1분기 소비 둔화 불가피"

•   머니투데이: KDI "총수 요건, 법으로 정해야"...쿠팡 김범석 의장의 운명은?

•   머니투데이: 작년 더 걷힌 세금 10조인데, 추경엔 4조만 쓰는 이유는?

•   머니투데이: 전자부품 업계 '양강' 삼성전기·LG이노텍, 최대 실적 릴레이

•   더벨: LG전자, 로봇 상용화 앞당긴 비결 '협력업체 활용'

•   헤럴드경제: 새집보다 헌집…집값 대장주 바뀌나

•   파이낸셜뉴스(P1): 반도체 전방위 지원하는 美·EU… 새 공장도 못짓는 韓

•   파이낸셜뉴스: 탄소 '제로' 그린수소 생산 눈앞인데, 투자 인센티브 '제로' [2022 신년기획]

•   아시아경제(P1): 제조업 취업자 수, 5년간 18만명 뚝…삼성전자·현대차 직원수와 맞먹어

※   전경련: 최근 5년 (2015~2019년) 韓제조업 국내외 고용동향과 과제

•   아시아경제: "베팅보단 몸사리기…침체된 자산시장, 3월 이후 노려라"

•   아시아경제: 거래회전율 3년새 최저…지방 아파트 매물 넘쳐난다

•   디지털타임스: [반도체대란에 車 생산라인 스톱] 현대차 이어 도요타 셧다운… 필리핀 오미크론발 악재까지 덮친다

•   디지털타임스: [반도체대란에 車 생산라인 스톱] 제네시스 GV60 사려면 1년 기다려야

•   디지털타임스: [반도체대란에 車 생산라인 스톱] 리튬 303% 폭등… 차업계, 안팎으로 전쟁터

•   디지털타임스: [르포] 전세는 오르고 대출은 막히고 "아파트 전세살다 이제 빌라로"

•   이데일리(P1): [디지털금융의 그늘]①하루아침에 가족과 생이별…채용도 반토막

•   연합: 한경연 "중고령층 퇴사 후 1년 내 정규직 재취업 비율 9.0%"

•   연합: 정부, 잇단 화재 발생 ESS 안전기준 개정안 내달 공개

•   연합: [미얀마쿠데타 1년]⑤ 남편 죽임당한 아내 "애들이 아빤 왜 안오냐 물어"

•   연합: [미얀마쿠데타 1년]⑥ 시민군 "군정 끝장낼 수 있다면 죽음 안두려워"

•   더구루: 두산중공업 獨 자회사 두산렌처스 경영진 교체

•   에너지경제: 에너지전환포럼, 탄소중립 위한 차기 정부 10대 과제 발표

•   에너지경제: 새해 원자력·석탄 발전량, 탈원전·탈석탄 정책에도 늘어난다

•   에너지경제: 전력수요, 정부 에너지 절약 노력에도 안 줄었다

•   에너지경제: 올해 천연가스 소비 확대 주춤 전망…작년보다 2% 증가 그칠 듯

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[Opinions]

•   Project Syndicate(Hans-Werner Sinn): Green Nuclear Power

※   HANS-WERNER SINN welcomes the European Commission's inclusion of an old energy source in its taxonomy for sustainable activities

•   Project Syndicate(Stephen S. Roach): The Fed's Mad Scramble

•   FT(Editorial Board): A digital dollar is worth consideration

•   FT(Gideon Rachman): A divided Europe gazes at its navel

•   FT(Mohamed El-Erian): Bold policy response needed to restore Fed credibility on inflation

•   FT(Robert Armstrong): Don’t push the panic button

•   FT(Andres Schipani): China envoy appointment signals deeper ties with Horn of Africa

•   FT(Robert Hunter): There is a diplomatic route out of the Ukraine crisis

•   WSJ(Jillian Kay Melchior): Putin’s Threat to Ukraine Isn’t Limited to Invasion

•   NYT(Peter Coy): How Labor and Robots Can Coexist

•   NYT(Fiona Hill): Putin Has the U.S. Right Where He Wants It

•   WP(Editorial Board): On sanctions against Russia, the West’s best policy is to keep its powder dry

•   WP(Jennifer Rubin): Biden may not find it so hard to turn the corner

•   WP(Daniel W. Drezner): Prematurely sanctioning Russia will accomplish nothing

•   WP(Branko Marcetic): Biden should resist the calls for war with Russia

•   WP(Michelle A. Williams): Biden has failed to defeat covid-19 as promised. Here’s how he must shift his strategy.

•   WP(Ashish K. Jha): The worst of omicron might have passed. But the pandemic isn’t over.

•   Bloomberg(Editorial Board): China Should Prepare to Change Its Zero-Covid Policy

•   Bloomberg(Daniel Moss): So Long, QE. I'm Sure We'll See You Again Soon

•   Bloomberg(Justin Fox): We’ll All Have Some Immunity to Covid-19 Soon

•   Bloomberg(Tyler Cowen): American Pessimism Doesn’t Extend to Shorting the Market

•   Bloomberg(Brian Chappatta): Sorry, Stock Traders, the Fed Won't Have Your Back

•   Bloomberg(John Authers): Our Stock Market Bubble Biases Deserve the Closest Scrutiny

•   Bloomberg(Jonathan Bernstein): The Good News About Joe Biden’s Poor Approval Ratings

•   CNN(Mark Zandi): Investors are feeling too giddy about the economy

•   MarketWatch(Vincent H. Smith): As food prices climb, here's how farmers have fared

•   Fox News( By Michael R. Pompeo): Russia-Ukraine conflict puts Biden administration's weakness on full display

•   Fox News(James Jay Carafano): China's Xi wins Biden-Putin cage match over Ukraine

•   Fox Business(Phil Flynn): Oil risks price rise as Putin inches into Ukraine

•   Reuters(John Kemp): Shrunken U.S. oil inventories point to chronic under-supply

•   Reuters(Clyde Russell): Indonesia's coal ban sends prices soaring, other exporters fail to step up

•   Reuters(Andy Home): Power problems take a toll on global aluminium output

•   Nikkei Asia(Akio Fujii): What will Tokyo look for in BOJ's next governor?

•   매경(조동철): 5공 경제정책과 지금 대선공약