Joker's Google Blog: Business Intelligence Monitor 220126

(Introduction)

[Markets]

• Global: Wall Street ends lower, oil gains as investors await Fed

※ Major U.S. indices down again, Nasdaq 2% lower

※ Oil climbs 2% on supply concerns amid Ukraine tension

※ Investors await Wednesday’s Fed update

• China: Yuan Advances to Record Against Peers as PBOC Seen Relaxing Grip

• Natural gas: European Gas Fluctuates Amid Higher Supplies, Ukraine Tension

• Metals: Aluminium bucks weaker trend on worries about Russia supply

• Iron ore: Iron ore price jumps as Fortescue, BHP and Rio Tinto face labour shortage

• Grains: CBOT wheat nears two-month peak on Ukraine crisis

• Lumber: Lumber Sinks for Seventh Day as Lofty Prices Cancel Home Builds

• 한국: 코스피, 이틀째 1% 넘게 하락…2,750선도 붕괴

• 한국: 삼성전자·카카오…시총상위 100종목 중 무려 98개 하락

• 한국: 외국인 韓 주식 ‘팔자’에…환율 1200원 근접

[Indicators]

• US Nov. Case–Shiller home price: Home-Price Growth Slowed in November

• US Dec. Business borrowing for equipment: U.S. business borrowing for equipment fell 3% in December - ELFA

• US Jan. Consumer confidence: US consumer confidence dips; more plan to buy big-ticket items

• Germany Jan. ZEW economic sentiment: German Business Sentiment Rises After Half a Year of Declines

• China 2021 Fiscal revenues: China’s 2021 Fiscal Revenues Rise 10.7% from 2020

• Japan 2020 Household assets: Japan household assets rise to record $27 tril. at end of 2020

• Argentina Nov. Economic activity: Argentina’s Economy Expands More Than Expected in November

• 한국 4분기 및 연간 GDP : 지난해 한국 경제 4.0% 성장…11년 만에 최고

• 한국 2021년 인구이동: 집값·전셋값 급등에…18만명 서울 떠났다

• 한국 1월 주택 매매가격: 1월 주택 매매가격 상승률, 1년8개월 만에 최저치 찍었다

• 한국 1월 소비자동향: 국내 소비심리 한달만에 상승 전환…"경기 개선 기대 반영"

• 한국 2월 BSI전망치(전경련): 기업경기전망 2개월째 부정적… “中 경기불안, 공급망 교란 영향”

[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: Inflation, Supply Chain, Omicron Expected to Take a Bigger Toll on Global Growth

※ The IMF scales back its 2022 outlook, with the U.S. getting the biggest downgrade of any major country

※ IMF: World Economic Outlook Update, January 2022

• WSJ: U.S. Plans Sanctions, Export Controls Against Russia if It Invades Ukraine

※ Biden administration is working to mitigate market shocks if Russia withholds energy supplies in retaliation

• WSJ: What Does Russia Want With Ukraine? Tensions Between Putin and NATO Explained

• WSJ: Ukrainian City Tries to Ward Off Russia by Promising a Better Future

• WSJ: Oil Price Rise Blamed in Part on OPEC, Russian Output Shortfalls

• WSJ: Covid-19 Deaths in the U.S. Top 2,100 a Day, Highest in Nearly a Year

※ Omicron variant, though milder for some patients, is spreading with record-breaking speed

• WSJ: Covid-19 Hospitalizations Continue to Fall in U.S.

• WSJ: Pfizer Begins Study Testing Omicron Vaccine in People

※ Trial will examine safety and immune response in case regulators deem an adapted Covid-19 vaccine necessary

• WSJ: Biden Administration Withdraws Emergency Covid-19 Vaccine Mandate After Supreme Court Blocks Rule

※ OSHA said it would continue to seek the private-sector mandate via the regular rule-making process

• WSJ: Chip Shortage Leaves U.S. Companies Dangerously Low on Semiconductors, Report Says

※ Commerce Department survey shows companies typically had 40-day supply in 2019

※ U.S. Department of Commerce: Commerce Semiconductor Data Confirms Urgent Need for Congress to Pass U.S. Innovation and Competition Act

• WSJ: Analysis: Why the Fed Is Unlikely to Start Raising Rates With a Half-Point Increase

• WSJ: Imports Drop at Southern California Ports as Ship Backup Grows

• WSJ: Covid-19 Fuels Best-Ever Commercial Real-Estate Sales

• WSJ: EU, U.K. Drop Border Travel Restrictions, Lessening Burden of Flying

• WSJ: China’s ‘Common Prosperity’ to Squeeze Cash-Strapped Local Governments

• WSJ: Beijing Will Save Housing Projects, but Not Necessarily Developers

• WSJ: Investors Pile Into Gold, Seeking Safety From Market, Geopolitical Turbulence

• WSJ: Why You Should Sit Out the Mayhem

• WSJ: Investors Lose Appetite for Stocks of Unprofitable Companies

• WSJ: Microsoft Earnings Likely Grew Last Quarter With Demand for Cloud Services

• WSJ: GE’s Sales Decline 3%, Hit by Supply-Chain Woes

※ Conglomerate projects return to revenue growth this year, fueled by growth in aviation unit

• WSJ: GE and Raytheon Are In It for the Long Haul

• WSJ: GM Plans Multibillion-Dollar EV Push With Michigan Plants

• NYT: For Ukrainian Soldiers, a Nervous Guessing Game on the Front

• NYT: As West Warns of Russian Attack, Ukraine Sends Different Message

• NYT: Where Is Germany in the Ukraine Standoff? Its Allies Wonder.

• NYT: What Happens if Russia Cuts Off Europe’s Natural Gas?

• NYT: Fed’s Policy Pivot May Prove Late and Abrupt, Critics Fret

• NYT: The U.S. Labor Movement Is Popular, Prominent and Also Shrinking

• NYT: Two Covid Americas

• NYT: Why Is North Korea Suddenly Launching So Many Missiles?

• NYT: Kazakhstan’s Longtime Leader Is Gone, but Still Seemingly Everywhere

• NYT: The U.S. Labor Movement Is Popular, Prominent and Also Shrinking

• WP: Russia moves troops and U.S. sends weapons as fear of war mounts in Ukraine

※ The United States and Russia traded provocations Tuesday, with Moscow conducting multiple military exercises and Washington delivering a fresh shipment of weapons to Kyiv.

• WP: Is Putin bluffing on Ukraine? Allies in the U.S. and Europe are divided.

• WP: Could the pandemic be stabilizing? The WHO says it might be, but ‘our work is not done.’

• WP: Omicron wave is wake-up call about need to vaccinate the world, say Hill Democrats, experts

• WP: Democrats have lost confidence that Biden can do what he promised — or much else

• WP: Cyber fears mount amid prospect of Russian invasion of Ukraine

• FT: Cash shortages mean Covax cannot accept new doses, says executive

• FT: Germany Sought Energy Exemption in Russia Finance Sanctions

• FT: EU treads carefully on Ukraine invasion threat

• FT: Ukraine crisis revives Nato debate in Finland and Sweden

• FT: ‘Global Britain’ seeks to show its military worth in Ukraine

• FT: UK businesses count the cost of surging inflation

• FT: UK government borrowing drops as economy recovers

• FT: Police to investigate Downing Street lockdown parties

• FT: Johnson’s hopes of respite from ‘partygate’ are dashed

• FT: Johnson gears up for survival fight as Gray hastens release of Downing St parties report

• FT: Goods returned by US consumers surged 78% in 2021

• FT: Shale’s last chance to win back Wall Street

• FT: Rio Tinto to push ahead with Mongolian copper project

• FT: Influential asset owners group lifts its climate change game

• Bloomberg: WHO’s Tedros Nominated for Second Term as Covid Keeps Spreading

• Bloomberg: Biden’s Job Approval Keeps Falling as Economic Concerns Grow

• Bloomberg: Powell’s Legacy Is at Stake in Fed Pivot to Beat Back Inflation

• Bloomberg: Biden Bristles at Fox Inflation Query With Hot-Mic Expletive

• Bloomberg: Treasury Prods Congress for Passage of Global Tax Accord

• Bloomberg: These 12 U.S. States Have Restored Employment to Pre-Covid Levels

• Bloomberg: Dalio Warns on 2024 Election, Says U.S. Falling Behind China

• Bloomberg: Italian Vote on New President Ends Without Winner for Second Day

• Bloomberg: France Reports More Than 500,000 Covid Cases Before Rules Ease

• Bloomberg: EU Slammed by Experts as ‘Green’ Plan Adds Emissions Risk

• Bloomberg: Nuclear Is Too Risky to Aid Climate Fight, Former Regulators Say

• Bloomberg: BOE Silence Leaves Investors Seeing Signal for Action on Rates

• Bloomberg: ECB May Exempt More Excess Reserves From Negative Rate: Chart

• Bloomberg: China’s Provinces Hint at GDP Growth Target of at Least 5%

• Bloomberg: China’s Government Spending Growth Weakest in Nearly Two Decades

• Bloomberg: China Warns of Export Woes Due to Less Stimulus Overseas

• Bloomberg: Property Crisis Means Chinese Cities Sell Land to Themselves

• Bloomberg: Omicron Pushes Japan to Confirm Covid Infections Without Testing

• Bloomberg: Indonesia Sets 2024 Election Date, Easing Jokowi Speculation

• Bloomberg: Power Outages Reported in Kazakhstan, Uzbekistan, Kyrgyzstan

• Bloomberg: EU’s Pandemic Recovery Bond Sales May Pick Up From Mid-2022

• Bloomberg: ‘Fed Put’ Looks Elusive to Money Market Fixated on March Liftoff

• Bloomberg: Strategists Predict Trouble for U.S. Stocks After Massive U-Turn

• Bloomberg: Russia Cuts Key Oil Flows Just as Demand Looks Set to Jump

• Bloomberg: Four Ways the Iranian Nuclear Talks Could Upend Oil Markets

• Bloomberg: U.S. Announces Second-Largest Ever Loan of Oil From Reserve

• Bloomberg: Key U.S. Natural Gas Pipeline in Doubt After Court Ruling

• Bloomberg: Farmers Hoard Crops as Dry Brazil Weather Keeps Prices Elevated

• Bloomberg: Nvidia Quietly Prepares to Abandon $40 Billion Arm Bid

• Bloomberg: Toyota AV-Shuttle Bet May Mobility Raises $83 Million

• Bloomberg: Winter Olympics to Test China’s Commitments to Climate Change

• Bloomberg: Green Cold War or Climate Anarchy? Together We Can Decide

• Bloomberg: Geely Going Solar at Car Factories as Part of Clean-Energy Push

• Reuters: U.S. in talks with energy producers to supply Europe if Russia invades Ukraine

• Reuters: Russia's daily COVID-19 cases hit record high for fifth day running

• Reuters: Analysis: After explosion in costs, central Europe's factories are passing on the pain

• Reuters: Analysis: Green transition slowed by economic and social barriers, not technology

• AP: Ahead of Olympics, abrupt lockdowns loom over Beijing life

• AP: EXPLAINER: What are US options for sanctions against Putin?

• CNBC: Goldman economist says it’s tough to sustain 5% to 6% wage gains without driving up inflation

• CNBC: Drop bitcoin as legal tender, IMF urges El Salvador

• CNBC: Plans for floating wind energy projects off UK’s coastline get millions in funding boost

• CNBC: Activist investors and a ‘greenwashing’ backlash: Change is coming to the corporate world

• CNBC: After selling two software start-ups for over $1 billion, founder turns his focus to green hydrogen

• SCMP: China unveils 10 measures to save energy and cut emissions as it takes steps to achieve 2060 carbon neutral goal

※ The State Council announced a comprehensive plan for energy conservation and emission reduction as part of the 14th five-year plan from 2021 to 2025

• SCMP: China’s zero-Covid approach has economists concerned about falling too far behind US, Europe

• SCMP: China’s local Covid-19 cases at two-month low as it braces for Lunar New Year, Winter Olympics

• SCMP: Russia keeping China in the loop on US talks, Moscow’s envoy says

• SCMP: Citing Xinjiang, EU commits to ban forced labour goods but is divided on how to do it

• Global Times: China to aid 5 Central Asia countries with additional 50 million vaccines, to continue 'high-level political mutual trust'

• Global Times: Exclusive: China blasts US plot of ‘authorized exit’ of diplomats ahead of Olympics

• Caixin: PBOC Takes a Knife to Interest Rates as Economic Headwinds Grow

• Caixin: In Depth: Major Evergrande Creditor Faces Wave of Bad Loans

• Nikkei Asia: Toyota plans to make record 11m cars in fiscal year starting April

• Nikkei Asia: Portable hydrogen-powered generator goes to market in Japan

• Nikkei Asia: Panasonic to make Tesla batteries in Japan after U.S. snag

• Nikkei Asia: Sony begins funding TSMC's Japanese chip plant