Business Intelligence Monitor 220131

(Introduction)

[Markets]

•   Global: Strong U.S. earnings lift global equities amid inflation, geopolitical concerns

※   U.S. stocks ended higher, European stocks fell

※   Oil near highest since 2014

※   Dollar having best week in seven months

•   Natural gas: U.S. Natural Gas Posts Biggest Weekly Advance Since August 2020

•   Coal: Chinese Coal Plunges After Beijing’s Barrage Against High Prices

•   Metals: Copper heads for biggest weekly fall since October

•   Grains: Soybeans surge on weather concerns; wheat rises after slide

•   한국: 코스피 엿새 만에 상승…1.87% 오른 2,663.34 마감

•   한국: '아픈 손가락' 낸드 흑자전환…분기배당 선언에 주가 6% 급등

[Indicators]

•   US Q4 Employment cost: U.S. Wages, Benefits Rose at Two-Decade High as Inflation Picked Up

※   Employers spent 4% more on compensation last year amid tight labor market

•   US Dec. Personal spending·income: U.S. Consumer Spending Fell 0.6% in December Amid Inflation, Omicron

※   Commerce Department’s gauge of inflation rose 5.8% from a year earlier

•   US Weekly Rig count: U.S. drillers add oil & gas rigs for record 18th month -Baker Hughes

•   Eurozone Jan. Economic sentiment: Euro zone economic sentiment eases in Jan

•   Germany Q4 GDP: German Economy Contracts Amid Virus Curbs, Supply Snags

※   Economy shrinks 0.7% in fourth quarter; median est. -0.3%

•   France Q4 GDP: French economy boosts Macron with fastest growth in 52 years

※   NYT: France’s economy bounces back, while Germany’s falters under the strain of Omicron.

•   UK Jan. CBI's monthly growth index : Omicron slows UK growth to weakest since April - CBI

•   China Jan. PMI: Chinese manufacturing slows as zero-Covid compounds property turmoil

※   Beijing’s economic planners confronted with unemployment and inflationary pressures

•   Brazil Nov. Employment: Brazil’s Unemployment Drop Beats Forecasts in Boost to Economy

•   한국 12월 및 연간 산업활동: 작년 생산·소비·투자 모두 늘어 4년만에 '트리플 증가'

•   한국 4분기 카드 사용액: ‘위드코로나’ 소비 껑충... 지난해 4분기 카드사용액, 전년보다 13.8% 늘어

•   한국 12월 금융기관 가중평균 금리: 12월 은행 주택담보대출 금리 3.63%…7년 7개월 만에 최고

•   한국 주간 아파트 수급동향(부동산원): 서울 매매지수 30개월 만에 최저

[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: Eurozone GDP, BOE, ECB, U.S. Employment

•   FT: It’s Groundhog Day, again

•   Bloomberg: Europe’s Big Two to Deepen Split on Inflation Response: Eco Week

[News]

•   WSJ: Biden’s Sanctions Plan Targets Russian Banks, Companies and Imports if Ukraine Is Attacked

※   The plan, which is still being finalized, would prohibit a range of activities

•   WSJ: Senate Nears Completion of Measures Targeting Russian Economy in Event of Ukraine Invasion

※   Bipartisan legislation would hit major Russian banks and limit the market for the nation’s sovereign debt

•   WSJ: Pentagon Warns Russia Could Seize Ukrainian Cities, While Kyiv Pleads for Calm

•   WSJ: Major Investors Hold Ground on Russian Debt Amid Ukraine Crisis

•   WSJ: U.S., EU Sanctions on Russia Could Ensnarl Western Oil Companies

•   WSJ: Before Ukraine Standoff, U.S. Pitched Its ‘Freedom Gas’ to Europe and Found Few Takers

※   American efforts to export LNG to the continent as an alternative to Russian supplies met with mixed results. As Ukraine conflict looms, options to send more gas now are limited.

※   White House: Joint Statement by President Biden and President von der Leyen on U.S.-EU Cooperation on Energy Security

•   WSJ: Ukraine’s Growing Sense of National Identity Puts It in Putin’s Crosshairs

•   WSJ: In Eastern Ukraine’s Largest City, Pro-Russia Sympathies Wither as War Looms

•   WSJ: Omicron Pushes Health Authorities Toward Learning to Live With Covid-19

•   WSJ: U.S. Covid-19 Hospitalizations Retreat, but Deaths Keep Rising

•   WSJ: Biden Had Strategy to Beat Covid-19. Then Variants Arrived.

•   WSJ: Chamber of Commerce Raises Concerns Over Fed Nominee Raskin

•   WSJ: Democrats Put Build Back Better in Joe Manchin’s Court

•   WSJ: IMF Says China’s Economic Imbalances Have Worsened

※   Chinese growth in 2022 now forecast at 4.8%, down from prior outlook of 5.7%

※   IMF: People’s Republic of China: 2021 Article IV Consultation

•   WSJ: Stock Market Jitters Don’t Endanger Economy Yet

•   WSJ: The Two Things to Do When the Stock Market Gets Crazy

•   WSJ: Ukraine Tensions Hit Deal Talks Between Italy’s UniCredit, Russian Lender

•   WSJ: China’s Property Crisis Has Investors in Green Bonds Seeing Red

•   WSJ: Aluminum Prices Can’t Keep Up With Energy Costs, Driving Wave of Closures

•   WSJ: Steel Market Cools as Supplies Expand

•   WSJ: Wall Street’s Green Push Exposes New Conflicts of Interest

•   WSJ: For Chip Industry, Global Supply Crunch Pushes Next Target to $1 Trillion

•   WSJ: How the FTC Is Reshaping the Antitrust Argument Against Tech Giants

•   WSJ: Elon Musk’s Decision to Slow New Tesla Models Risks Holding Up Growth

•   WSJ: The Real Brake on America’s Electric-Vehicle Revolution

•   NYT: As Russian Troops Mass in Belarus, a Ukraine Border Is Largely Undefended

•   NYT: Putin Has Long Tried to Balance Europe. Now He’s Working to Reset It.

•   NYT: The Hard-Line Russian Advisers Who Have Putin’s Ear

•   NYT: ‘Stealth’ Variant No Cause for Alarm, but Could Slow Case Decline

•   NYT: John Kerry, U.S. Climate Envoy, Tells Top Polluters ‘We Must All Move Faster’

•   NYT: Living by the Code: In China, Covid-Era Controls May Outlast the Virus

•   NYT: Emmanuel Macron Walks a Fine Line on Ukraine

•   NYT: Obscure but Crucial Commodity Fuels Geopolitical Tussle in Eastern Europe

•   NYT: Inflation and Deficits Don’t Dim the Appeal of U.S. Bonds

•   NYT: What May Be in Store as the Fed Cuts Back on the Easy Money

•   WP: Fed tries to thread the needle by raising rates without endangering economy

•   WP: Rents are up more than 30 percent in some cities, forcing millions to find another place to live

•   WP: An invasion of Ukraine could drive up global food prices and spark unrest far from the front lines

•   WP: China open to U.N. rights chief visiting Xinjiang, as long as she doesn’t do any investigating there

•   WP: In Germany’s east, far-right extremists find footholds in escalating anti-vaccine protests

•   FT: Johnson considers offering Nato more British troops in Estonia

※   Deployment would double the number of UK forces in the Baltic state as tension over Ukraine rises

•   FT: Will Russia be cut off from Swift if Moscow invades Ukraine?

•   FT: Ukraine to the world: keep calm and stop spreading panic

•   FT: Vladimir Putin will meet German business leaders, Kremlin says

•   FT: ‘Pandemic vs endemic’ sets up two conflicting Covid endgames

•   FT: French ‘people’s primary’ chooses Taubira as left’s candidate

•   FT: Brussels seeks powers to intervene over chip supply issues

•   FT: European Investment Bank criticises Brussels’ sustainable finance rules

•   FT: UK inflation ‘similar’ for poorer and richer households, says ONS

•   FT: Italian government’s unity threatened by split over vote for next president

•   FT: Italy re-elects Mattarella as president to end political stalemate

•   FT: Draghi gains vital time for policy revamp after Italy re-elects Mattarella as president

•   FT: Does the EBRD still finance freedom?

•   FT: Access to EU recovery funds gives Greek companies a chance to compete

•   FT: Boris Johnson tries to reassert his authority by sticking with tax rise

•   FT: Johnson aims to help low-income households with energy bills

•   FT: ‘Benefits of Brexit’ paper to set out plans for future deregulation

•   FT: Ukraine crisis marks biggest test yet for ‘Biden doctrine’ on foreign policy

•   FT: Fed could use half-point rate rises if needed, says official

•   FT: China warns of risk of military conflict with US over Taiwan

※   Ambassador’s comments are a rare example of the communist state’s officials talking directly about the possibility of war

•   FT: Chinese documentary prompts rare criticism of Xi’s corruption crackdown

•   FT: Ukraine conflict shines light on deepening ties between Beijing and Moscow

•   FT: Argentina agrees deal with IMF to restructure $44.5bn of debt from bailout

•   FT: Turkish president sacks statistics chief as inflation tension escalates

•   FT: Lula leaves clues about plans for Brazil’s economy if re-elected

•   FT: Zambian president vows not to favour Chinese creditors in restructuring

•   FT: Will an ugly jobs report deter the Fed from aggressive rate rises?

•   FT: World’s largest wealth fund warns ‘permanent’ inflation will hit returns

•   FT: Oil and gas groups keep drilling despite green energy push

•   FT: Global warming effect of methane from US Permian draws fresh scrutiny

•   Bloomberg: Omicron Subvariant Spreads Faster, and Boosters Remain Effective

•   Bloomberg: Charting Global Economy: Inflation Data Underscore Fed Urgency

•   Bloomberg: Bostic Says Fed Could Do Half-Point March Hike If Needed

•   Bloomberg: Quantitative Tightening Looms for Markets on Hawkish Fed

•   Bloomberg: Euro-Area Outlook Darkens With Germany on Brink of Recession

•   Bloomberg: U.K. to Expand Covid-19 Shots to 5 to 11-Year-Olds Most at Risk

•   Bloomberg: ECB’s Go-Slow Approach Protects Europe From a Gung-Ho Fed

•   Bloomberg: ECB Path to Rate Hike Seen Starting With QE End Early Next Year

•   Bloomberg: China Property Sector Loans Stabilize Toward Year-End: PBOC

•   Bloomberg: China Aims to Launch a Nationwide Power Market by 2025

•   Bloomberg: India to Boost Spending With Near-Record Debt: Budget Preview

•   Bloomberg: Myanmar Generals Face Spiraling Economy, Threat of New Sanctions

•   Bloomberg: Philippines to Ease Covid Curbs in Capital as Infections Ebb

•   Bloomberg: South Africa Seeks World Bank Loan for Second Time Since 1994

•   Bloomberg: Japan Energy Bills to Hit Highest in at Least 5 Years, NHK Says

•   Bloomberg: Indonesia’s Palm Oil Exports to Ease Only Slightly Despite Curbs

•   Bloomberg: Russia Suffered Deadliest Year Since World War as Covid Unbroken

•   Bloomberg: Quantitative Tightening Looms for Markets on Hawkish Fed

•   Bloomberg: Traders’ Emerging Stocks Dreams Are Dashed by Late January Curse

•   Bloomberg: Bond Market Girds for Bumpy Road as Powell Shreds Fed Playbook

•   Bloomberg: China Picks Cities, Entities to Take Part in Blockchain Trials

•   Bloomberg: Wall Street’s Big Bet on Chinese Markets Is Going All Wrong

•   Bloomberg: China’s World-Beating Bond Rally May Have Run Its Course

•   Bloomberg: Fed Watchers Increase Calls for 2022 Hikes, BoA Sees Seven Moves

•   Bloomberg: Corporate Debt Faces Threat From U.S. Mortgage Bond Weakness

•   Bloomberg: Commodities’ Dizzying Week Amid Fed, Nor’Easter in Five Charts

•   Bloomberg: Europe Coal Use Jumps as Costly Gas Turns Firms to Dirty Fuel

•   Bloomberg: Caterpillar Earnings Top Estimates as Price Gains Offset Supply Costs

※   CFO says company sees strong demand, slower China construction

•   Bloomberg: Volvo Flags Price Rises on Truck Demand, Supply Chain Costs

•   Bloomberg: The Cost to Reach Net Zero By 2050 Is Actually a Bargain

•   Reuters: EXCLUSIVE Russia moves blood supplies near Ukraine, adding to U.S. concern, officials say

•   Reuters: Merck's COVID-19 pill active against Omicron in lab studies

•   Reuters: China reports jump in COVID cases among Olympic athletes, officials

•   Reuters: Exclusive: China securities regulator met foreign banks to soothe economic concerns - sources

•   Reuters: Indonesia's restrictions on commodities rattle markets, more moves likely

•   Reuters: China's 2022 crude imports seen rebounding on new refineries, inventory refill

•   Reuters: Wind power supply chain disruption not a short-term affair-Siemens Gamesa CEO

•   Reuters: Analysis: Italy's Draghi may face a tough year after presidential wrangling

•   Reuters: Analysis: Argentina traders cheer IMF breakthrough, caution long road ahead

•   AP: EXPLAINER: Russia’s risky options beyond full Ukraine attack

•   AP: EXPLAINER: Why US sanctions may target individual Russians

•   AP: EXPLAINER: What’s known about ‘stealth’ version of omicron?

•   CNBC: Big swings in the market are more normal than investors might expect, but things could get worse

•   CNBC: How the fossil fuel industry is pushing plastics on the world

•   CNBC: Global smartphone shipment grew for the first time since 2017, new report says

•   MarketWatch: When to stop investing in the stock market? Wild price swings are shaking the resolve of some: Is it time to bail out of equities and bonds?

•   SCMP: China vows crackdown on iron ore speculators causing ‘abnormal’ price swings

•   SCMP: Explainer | China mega projects: 6 controversial infrastructure plans for the world’s No 2 economy

•   SCMP: The case against zero-Covid excesses: Chinese lawyers speak out

•   Global Times: Xi’s Chinese Lunar New Year address sends message of confidence, bravery and determination

•   Nikkei Asia: Japan's Kishida suffers 6-point drop in approval rating: Nikkei poll

•   Nikkei Asia: Japan to partner with U.S. on 6G standards for unmanned tech

•   Mainichi: Toyota heading to moon with cruiser, robotic arms, dreams

•   Economic Times: In 10 charts: State of Indian economy ahead of Union Budget 2022

•   Economic Times: India's Q3 manufacturing outlook improves, cost of doing business remains cause for concern: FICCI

•   Economic Times: Eyes on GDP forecast by Economic Survey despite recent misses

•   Economic Times: What do the economic indicators tell us?

•   MINING.com: Tesla’s not working on that $25,000 car – here’s why

•   Equipment Journal: Caterpillar expands CAT Command for Loading to skid steers and CTLs

•   Robotics & Automation News: Robots-as-a-Service or Software-as-a-Service: Which Technology Trend is the Future?

•   Robotics & Automation News: Elon Musk and his Tesla Bot: Will humanoid robots take over the world like all of science fiction predicts?

•   매경(P1): "이대로 가다간 거덜난다…나랏빚 증가속도, 선진국 2배" 정부 싱크탱크의 경고

•   매경(P1): [단독] 삼성전자 반도체 부문 "문과 신입도 코딩 배워라"

•   매경: 韓 눈덩이 빚에…피치 "중장기 국가 신용등급 압박"

•   매경(P1): 선넘은 北…설연휴 중거리 탄도미사일

•   매경: 北, 4년만에 최대 수위 도발…文 평화구상 '물거품' 위기

•   매경: 文, 1년만에 NSC회의 주재…"북한, 안보리결의 위배 모라토리엄 파기 근처"

•   매경: 코로나 신규확진 1만7532명…6일째 최다

•   한경(P1): 10대 로펌 매출 3조…기업 규제發 호황

•   한경: "집값, 대선 이후 다시 오르겠지만…" 전문가 5인의 전망

•   한경: 4월 끝나는 유류세 인하 연장 검토

•   한경: "2~3월께 코스피 2600 깨질 것…그때부터가 저가 매수할 기회"

•   한경: 3년째 벽에 부딪힌 용인공장…SK하이닉스 "플랜B 고민중"

•   한경: "핫도그 1만원 팔아 배달비 3000원 떼주면 뭐가 남나"

•   한경: 2차전지 효율 떨어뜨리는 '뒤틀림 현상' 해법 찾았다

•   서경(P1): [단독] 서울 '억'단위 집값 하락?…'증여성 특이거래' 늘었다

•   서경: "긴축 악재는 이미 반영…美-러 악화 안되면 2600이 바닥"

•   서경: 韓 "철강 수출 쿼터 폐지" 요구에…美 "공급 과잉 심각" 사실상 거부

•   서경: 상승·하락지표 혼재에 이상거래 착시효과까지…부동산시장 혼란

•   서경: "중국 절대 못 베낀다"…삼성, 두 번 접고 S펜까지 장착

•   조선(P1): 경부고속 양재IC~화성 지하도로 추가 건설

•   조선: ‘백신 끝판왕’ 노바백스, 2월 중순부터 접종… 고위험군 우선

•   조선: [단독] 확진 50만명 살펴보니 93% 무증상·경증, 발열보다 기침 많아

•   조선비즈: 하루 10만명 넘는다는데… 오미크론 얕보면 안 되는 이유

•   조선비즈: [세종풍향계] 이재명 처럼 윤석열도 퍼주기 공약… 기재부 예산실 ‘속앓이’

•   조선비즈: [단독] 靑 “경제활성화 영향”이라던 60兆 초과세수... 국회예산정책처 “집값 급등 때문”

•   조선비즈: [기업 죄는 족쇄]① “자고 나면 규제”… 文정부 의원입법 하루 5건씩 쏟아져

•   조선비즈: [설 이후 부동산]③ 대전·충북은 강세 예상… “세종은 조정 이어질 듯”

•   조선비즈: [스마트카 시대]① 출근하면서 화상 회의… 곧 현실이 될 미래

•   중앙(P1): 오미크론 대확산, 동네병원서 ‘원스톱’ 진료

•   중앙: 집값 하락세지만 새 정부 규제 완화 변수, 호시우보 해야

•   중앙: “코스피 2500까지 추락” vs “저평가 구간 진입, 반등 가능”

•   중앙: 전세계 원전 432기 건설 추진, ‘팀코리아’ 수주 총력전

•   동아: 매장-공장서 사람과 협업하는 로봇… “안전지능 없으면 흉기”[허진석의 ‘톡톡 스타트업’]

•   문화(P1): 흔들리는 ‘K-배터리 패권’…“경쟁국 대비 정부 인센티브 열악”

•   문화: 美·中·日, ‘차세대 2차전지’ 자원무기화 박차… 韓 따라잡힐판

•   문화: ‘K-배터리’ 주도 3사, 글로벌 파트너사와 공격적 투자

•   문화: 폐배터리 재사용 ‘사용후 이차전지’도 초격차 기술확보 시급

•   한국(P1): 최대실적에 성과급 vs 버틸 힘도 없다… 더 잔인해진 코로나 두 번째 설

•   경향(P1): 기시다 “내달 1일 각의서 추천 승인”…일본, 사도광산 세계유산 신청 강행

•   헤럴드경제(P1): 쓰레기에서 미래 캔다…‘트래시 인더스트리’ 아세요? [헤럴드 뷰]

•   헤럴드경제: 폐플라스틱에서 기름 뽑고…폐배터리서 광물 캐낸다 [헤럴드 뷰-트래시 인더스트리]

•   아시아경제(P1): 포스코, 지주사 체제 전환…"산업 격변기, 미래 성장 동력 확보할 것"

•   연합: 오후 9시까지 전국서 1만5천142명 확진…또 동시간대 최다기록

•   연합: '반도체의 봄' 빨리 올까…D램 가격 반등 시기는

•   e대한경제: 83.6만호 공급계획 ‘2·4대책’ 1년…50.3만호 공급 후보지 발굴

•   e대한경제: 구광모의 ‘전장 사업’ 올해는 적자 고리 끊을까…흑자 전환에 쏠리는 눈

•   더구루: "두산밥캣 한판 붙자" 현대두산인프라코어, 美 소형건설장비 시장 공략 강화

•   비즈니스포스트: 두산중공업 사우디 주단조공장 건설 1조 수주 눈앞, 낙찰통지서 접수

[Opinions]

•   Project Syndicate(Joschka Fischer): Ukraine and the Future of Europe

•   Project Syndicate(Minxin Pei): How China Views the Ukraine Crisis

•   Project Syndicate(Patrick Reinmoeller, Karl Schmedders): Why the NFT Market Will Collapse

•   FT(Editorial Board): A very different Beijing Olympics

•   FT(Editorial Board): Headline inflation may not tell the full story

•   FT(Rana Foroohar): Automation exacts a toll in inequality

•   FT(Martin Sandbu): The EU should rewrite its fiscal rules

•   FT(Tony Barber): A selfish Italian political class avoids disaster at the last minute

•   FT(Katie Martin): Who is more scary for investors: Vladimir Putin or Jay Powell?

•   FT(Merryn Somerset Webb): A market crash will depend on which bit of the equation investors got wrong

•   FT(James Fontanella-Khan): Has the M&A party passed its peak?

•   FT(Anne-Sylvaine Chassany): Britain’s activism in Ukraine crisis rattles Paris and Berlin

•   WSJ(Editorial Board): The Economy That Might Have Been

•   WSJ(Editorial Board): Europe Brings a Lawsuit to a Trade Fight

•   WSJ(Peggy Noonan): The Ukraine Crisis: Handle With Care

•   WSJ(Mary Anastasia O’Grady): Putin Is Already in Cuba and Venezuela

•   WSJ(Bryan Clark, Michael Doran): Why Russia and China Build Up Iran

•   NYT(Paul Krugman): How Crypto Became the New Subprime

•   NYT(Paul Krugman): Wonking Out: Are We in Another Housing Bubble?

•   NYT(Yulia Latynina): Putin Is Caught in a Trap of His Own Making

•   WP(George F. Will): Biden proposes saddling an already struggling Federal Reserve with two political activists

•   WP(Fareed Zakaria): Not everything is going Putin’s way on Ukraine

•   WP(John Sipher): Invading Ukraine backfired on Putin once. Why is he threatening to do it again?

•   WP(Dexter Roberts): China’s true ambitions, and what they mean for the U.S.

•   Bloomberg(Editorial Board): Federal Reserve: Fed Chair Jay Powell's New Course Is Good – For Now

•   Bloomberg(Justin Fox): How U.S. Income Tax Policy Became Mostly About the 1%

•   Bloomberg(John Authers): We're Sloshing Toward Economic Regime Change as Inflation Brings Displacements

•   Bloomberg(John Authers, Lisa Abramowicz): Ending High Inflation Won't Be Pretty for the Fed or the Stock Market

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

•   Bloomberg(Julian Lee): OPEC+ Is Being Way Too Optimistic About Its Supply Targets

•   Bloomberg(Brooke Sutherland): Industrial Strength: CEOs Are Still in the Mood to Spend Despite Inflation

•   Bloomberg(Hal Brands): U.S. Isn’t Ready for Nuclear Rivalry With China and Russia

•   Bloomberg(James Stavridis): Putin, Ukraine Crisis Help Macron Make the Case for a European Army

•   Bloomberg(Lara Williams): Stopping Putin Means Hitting Him Where It Really Hurts

•   Bloomberg(Lisa Abramowicz): Stopping Putin's Ukraine Threat Means Hitting His Wallet

•   Bloomberg(Javier Blas): The Coal Industry Is Losing Market Share But Not Polluting Power

•   Bloomberg(Margaret L O'Sullivan): Russia May Use Oil Weapon Responding to Ukraine Sanctions

•   Bloomberg(Minxin Pei): China Can’t Afford to Decouple from the West

•   Bloomberg(Rachel Sanderson): Draghi Isn’t Italy’s President. That’s a Good Thing

•   CNN(Brian Deese): The US is starting to make a manufacturing comeback. Here's how to sustain it

•   Fox News(Stephen Moore): Most dangerous virus? Biden's runaway government spending

•   Fox News(Judith Miller): Putin's aggression behind sea change in Ukrainian attitudes toward Russia

•   Fox News(Tom Cotton): Biden's weak-kneed appeasement provokes Putin, America's enemies

•   Fox News(Keith Kellogg): Biden's weakness emboldens Putin amid Ukraine crisis

•   Conversation(Howard Yu): Intel can’t even grow profits during a global chip shortage – where did it all go wrong?

•   매경(정승환): ESG로 탄소중립 달성하자