Business Intelligence Monitor 220203

(Introduction)

[Markets]

•   Global: Stocks end higher on strong amid mixed U.S. earnings, weak economic reports

※   Oil slips as OPEC+ stays the course

※   World stocks go up amid earnings, inflation scares

※   Dollar eases as euro surges

※   ECB, BoE meetings on Thursday, U.S. payrolls Friday

•   US: Facebook’s Shares Plunge After Profit Dip, Soft Outlook

•   US: Chipmakers Tumble Amid ‘High Bar’ for Qualcomm’s Earnings

•   Natural gas: U.S. Natural Gas Skyrockets as Market Awaits Freeze-Offs

•   Metals: Copper climbs on low inventories, soft dollar

•   Grains: Soybeans climb on supply worries, corn sinks as ethanol stocks swell

[Indicators]

•   US Dec. Construction employment: Construction Employment Up, but Could Be Better: AGC

•   US Jan. Employment(ADP): U.S. companies shed 301,000 jobs in January as omicron surged, ADP says

•   US Weekly Mortgage rates·applications: Borrowers rush to get the last of the low mortgage rates, with refinances jumping 18%

•   Eurozone Jan. CPI: Eurozone inflation hits record 5.1% in January

※   Steep increases in energy and food costs defy expectations of slowing price growth and add to pressure on ECB

•   India Nov. FDI: India receives FDI worth USD 54.1 bn during Apr-Nov

•   India Jan. Employment: India's unemployment rate falls sharply to 6.57 pc, lowest since March 2021: CMIE

•   Brazil Benchmark rate: Brazil’s Benchmark Rate Tops 10% With 150-Point Boost

•   Indonesia Jan. CPI: Indonesia Jan inflation highest in nearly 2 years, within c.bank target

[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: U.S. Orders 3,000 Troops to Bolster European Allies in Russia-Ukraine Crisis

※   American soldiers will head to Poland, Germany and Romania in the first major movement of U.S. forces in the standoff

•   WSJ: Response to Moscow’s Ukraine Demands Shows Gulf Between Russia and West

•   WSJ: Europe’s Energy Crisis Eases Even as Ukraine-Russia Tensions Build

•   WSJ: U.S. and Ukraine Differ Over Russian Threat, Worrying Both

•   WSJ: U.S., European Allies Plan How to Protect Ukraine From Russian Hacks

•   WSJ: OPEC, Allies Agree to Pump More Oil Amid Supply Concerns

※   Oil prices have risen in part because some OPEC+ members have been unable to meet their share of output

※   OPEC: 25th OPEC and non-OPEC Ministerial Meeting concludes

•   WSJ: Consumers Are Pivoting Spending to Services Like Dining and Travel

•   WSJ: Sarah Bloom Raskin Faces Senate Questions Over Climate Views

•   WSJ: Fed’s Harker Sees Four Rate Increases This Year; Bank of Canada Rate Rise Next Month Looks Certain

•   WSJ: Winter Storm Causes Flight Cancellations, Weather Warnings Across U.S.

•   WSJ: China Fortifies Its Borders With a ‘Southern Great Wall,’ Citing Covid-19

•   WSJ: As Omicron Shows Signs of Peaking in Europe, France Eases Restrictions

•   WSJ: Growth Hedge Funds Suffer Worst Rout in Years

•   WSJ: GM Signals an Easing of the Car Shortage

•   WSJ: Qualcomm Posts Strong Earnings, as Demand for Chips Stays High

•   WSJ: This New Company Is Betting Big on Nuclear Power in America

•   WSJ: EV Charging Stations Get Bigger and Brighter

•   WSJ: Sorry, the Global Supply Chain Ate My Homework

•   WSJ: AI Could Cut Hiring Biases as Companies Make Push to Find Workers, Proponents Say

•   NYT: U.S. Has Far Higher Covid Death Rate Than Other Wealthy Countries

•   NYT: The Covid Vaccine We Need Now May Not Be a Shot

•   NYT: Why Are Oil Prices So High and Will They Stay That Way?

•   NYT: How Spiking Energy Prices Complicate the Fight Against Global Warming

•   NYT: Five Takeaways on Ukraine Crisis, After Putin Breaks Silence

•   NYT: Inside Beijing’s Olympic Bubble: Robots, Swabs and a Big Gamble

•   NYT: Investors See Hope in Big Corporate Profits

•   WP: Why it’s not so easy to slap sanctions on Vladimir Putin

•   WP: What’s behind Boris Johnson’s boast he’s leading the West on Ukraine

•   WP: The president of Belarus is more beholden to Putin than ever. That could influence the Kremlin’s calculus on Ukraine.

•   WP: Tesla drivers report a surge in ‘phantom braking’

•   FT: Covid sufferers become infectious quicker than first thought, study shows

•   FT: Russia’s revamped military learns from failures of the past

•   FT: Pandemic forces rethink over traditional working patterns

•   FT: EU faces down critics over green investment label for gas and nuclear power

※   European parliament could yet reject ‘taxonomy’ for sustainable finance

※   European Commission: EU Taxonomy: Commission presents Complementary Climate Delegated Act to accelerate decarbonisation

•   FT: EU sustainable finance rules to defy greenwashing accusations

•   FT: EU to outline tech standards plan to counter China influence

•   FT: EDF stand-off with Paris revives nationalisation talk

•   FT: Fresh party allegations pile pressure on Boris Johnson

•   FT: Boris Johnson prepares plan to contain soaring energy bills

•   FT: Treasury and BoE work in tandem to head off ‘cost of living catastrophe’

•   FT: N Ireland minister halts post-Brexit agriculture customs checks

•   FT: UK faces low-growth, high-tax future, warns CBI boss

•   FT: First black woman nominated to Fed board faces rocky confirmation

•   FT: China pours money into Iraq as US retreats from Middle East

•   FT: Peru’s embattled president picks third cabinet in six months

•   FT: Siemens Gamesa replaces CEO after run of profit warnings

•   FT: Western Australia keeps border shut to protect world-leading mines

•   FT: Big Oil groups regain swagger with largest profits in years

•   FT: Miners place next bets on Russia with $15bn copper plans

•   FT: Australia backs rare earths mine to reduce China’s supply dominance

•   FT: DeepMind invents AI tool to write novel computer code

•   Bloomberg: Omicron Sub-Variant May Cause New Surge of Infections in Current Wave

※   Sub-variant spreading rapidly in South Africa, scientist says

•   Bloomberg: U.S. Jobs Data Look ‘Particularly Tricky’ on Omicron, Revisions

•   Bloomberg: Janet Yellen Says Higher Bank Capital Rules for Climate Risk Are ‘Premature’

•   Bloomberg: Fed Won’t Be Rushed in Its Hiking Path by Wall Street Frenzy

•   Bloomberg: LA, Long Beach Port Dockworker Absences Decline as Omicron Eases

•   Bloomberg: Vaccine Protest Snarls Canada-U.S. Border Crossing for Fifth Day

•   Bloomberg: ECB Sketches Out Policy Shift That Isn’t Quite Tightening

•   Bloomberg: Europe Faces Harsh Reality of Finding Russian Gas Irreplaceable

•   Bloomberg: Europe’s Carbon Prices Surge to Fresh Records on Tight Supply

•   Bloomberg: U.K. Retailers See Inevitable Price Hikes as Inflation Spreads

•   Bloomberg: Germany Mulls Additional Aid to Offset Soaring Energy Bills

•   Bloomberg: Xi’s Olympic Guest List Is Mostly Leaders of Non-Democracies

•   Bloomberg: Five Key Hurdles Argentina Must Overcome Before a Final IMF Deal

•   Bloomberg: Philippines’ Debt Ratio Widens as Pandemic Rages

•   Bloomberg: Grid Collapse Concern Prompts Eskom to Resume Power Cuts

•   Bloomberg: U.S. Treasury Cuts Quarterly Sale of Long-Term Debt as Spending Slows

•   Bloomberg: Europe’s ESG Drive to Push Vice Firms to Raise Money in U.S.

•   Bloomberg: Many Big ESG Funds Are Just Glorified Market Trackers

•   Bloomberg: India Says Crypto Not Illegal as It’s Taxed Like Gambling Win

•   Bloomberg: Panasonic to Start Production of Tesla-Championed 4680 Batteries

•   Bloomberg: Tesla, Who? Biden Can't Bring Himself to Say It — and Musk Has Noticed

•   Bloomberg: India Wants to Become a Solar Powerhouse Without China’s Help

•   Bloomberg: New Tech Could Cut Carbon Capture Energy Use By 70%

•   Reuters: Global container flows struggle to pick up speed, data shows

•   Reuters: IMF ready to aid countries hit by Russia-Ukraine spillovers, Georgieva says

•   Reuters: Fighting COVID will help economy recover faster, lower inflation -IMF's Georgieva

•   Reuters: U.S. House China competition bill heads to passage this week

•   Reuters: Omicron infections slowing where variant first hit, says regional agency

•   Reuters: EU reviewing contingency plans for gas supply disruptions

•   Reuters: German chancellor will not attend Beijing Olympics -ZDF

•   Reuters: Britain reports 534 COVID deaths, highest in nearly a year

•   Reuters: "We're not done" with sanctions on Myanmar junta and its supporters, says U.S. envoy

•   Reuters: Analysis: Ukraine may prove wild card for inflation-obsessed markets

•   Reuters: Analysis: EU faces a complex task as it tries to agree Russia sanctions

•   Reuters: Analysis: India's growth budget sparks concerns on inflation, tighter rates

•   AP: EXPLAINER: COVID vaccines for kids under 5: What's next?

•   CNBC: A Russian invasion of Ukraine could send shockwaves through financial markets — here’s how

•   CNBC: Economist: There’s ‘absolutely’ no sign pay hikes will

•   MarketWatch: Global issuance of ‘impact bonds’ crosses $1 trillion threshold in 2021 for first time, according to report

•   MarketWatch: Fed's Daly, in exclusive MarketWatch interview - says 'gradual' rate hikes won't derail the economy

•   Fox Business: EXCLUSIVE: Senators want to ditch trucker regulations to fix supply chain

•   Fox Business: Is another recession in the cards? Top expert isn't ruling it out

•   Fox Business: Economic satisfaction PLUNGED during Biden's first year in office: poll

•   SCMP: China and US at high risk of stumbling into conflict over military misfire: analyst

•   SCMP: China can win Covid-19 battle – but don’t rush things, top Chinese disease experts warn

•   SCMP: Omicron: Chinese researchers say their ‘godsend’ new antibody may neutralise variant and future strains

•   Nikkei Asia: U.S., Japan vow cooperation with South Korea on Pyongyang threat

•   Nikkei Asia: Weaker yen pinches household budgets in Japan

•   Nikkei Asia: Nuclear fusion startup lures Japanese investors in global push

•   Nikkei Asia: China inks nuclear power plant deal with Argentina

•   Nikkei Asia: Analysis: Ukraine creates danger for Taiwan, Olympic truce or no

•   Nikkei Asia: Omicron risk slashed by simple measures: world's fastest supercomputer

•   Economic Times: India's GDP expected to grow 7.8% in FY23: Crisil Report

•   Economic Times: Budget math: Modest fiscal consolidation as growth remains top priority

•   Power Engineering: Disused coal mine could host world’s first gravity energy storage project

•   MINING.com: Copper supercycle could emerge in the medium term, economist says

•   For Construction Pros: Towards Completely Autonomous Construction Equipment

•   DIGITIMES: Carmakers aim for carbon neutrality and operations on green energy

•   Robotics & Automation News: Industrial robot sales have ‘strongest year ever’ in 2021

•   Robotics Tomorrow: Private 5G Connectivity and AI Technologies Accelerate the Transformation From Automation to Autonomy

•   매경(P1): 문정부 공급 늘린다더니…1만8천호 약속 반도 못지킨 도심공공주택

•   매경: 집값 하락세 계속될까…설 이후 주택시장 전망

•   매경: 13년 걸릴 재개발, 5년이면 된다더니…법안처리 국회서 감감

•   매경(P1): 2개월 연속 무역적자…RCEP가 돌파구되나

•   매경: 5조달러 무역시장 열렸다…사실상 첫 한일 FTA

•   매경: 삼성전자 "보행중 휴대폰 사용금지"…중대재해법 대응 나서

•   매경: 김동연 "공약 600여개 재원은?" 질문에…이재명 "예산가용범위내 조정"

•   매경: "기본소득 대신 청년에 월100만원 지급"…학계서 제안

•   매경: 올해 ESG경영 흐름은 'B.Tiger'

•   매경: "빠질 만큼 빠져" 코스피 저점론 고개

•   매경: 서울 30평 아파트 분양 받았는데…계약금 1억 이상 내라니

•   매경: 삼성물산, 베트남서 6000억원 화력 발전 수주

•   매경: 중대법 시행에 국토부도 비상

•   매경: [Science in Biz] 분리수거 하면 끝?…'자원순환 산업' 키워야 진짜 친환경

•   매경: [Industry Review] 미·중 갈등의 다음 격전지…남미에 주목해야 하는 이유

•   매경: [Industry Review] ESG경영, 홀로 가기 힘들다…협력사와 함께 걸어야 할 길

•   한경(P1): 이재명 "청년·디지털·투자"…윤석열 "미래·일자리·원전"

•   한경: 재정 이어 무역까지 '쌍둥이 적자'…외국인 자금 이탈 가속화하나

•   한경: "고소득자끼리 결혼이 소득 불평등 키웠다"…연구 결과 발표

•   한경: 청년 취업자 수 30년 뒤 반토막 난다

•   한경: '양치기 소년' 된 D램값 조사업체

•   한경: 벌크선 운임 석달새 75% 뚝…국내선사 실적 '빨간불'

•   한경: 中, 희토류 생산량 더 늘린다

•   서경(P1): '가격 개입'의 역습…한전, 2년새 16조 적자 쇼크

•   서경: '주유소 사장님의 눈물'…정부 개입에 민간 5년간 757곳 폐업

•   서경: 가격 상한제, 美·EU선 당국이 제동…韓과 딴판

•   서경(P1): 채석장 붕괴 삼표 '중대법 1호' 되나

•   서경: 산안법 사건 인력 5배 투입…물량·속도전 펼치는 고용부

•   서경: 삼성·SK "장비 리드타임 길어져"…증설경쟁에 부품확보 '아우성'

•   서경: LG엔솔이 新사업으로 ESS 점찍은 까닭은

•   서경: 車품목, 對러 수출 44% 차지…美 제재땐 타격 불가피

•   서경: “과거 경험 못한 미국발 긴축 쓰나미…연준도 충격 여파 자신 못할 듯” [청론직설]

•   조선(P1): 연휴에 연이틀 2만명… 10대가 위험하다

•   조선: 재택치료환자 관리 10만명까지 가능한데 벌써 9만명 육박

•   조선: 학원·독서실 한칸 띄어 앉아야... 7일부터 방역 조치 강화

•   조선비즈: [스마트카 시대]④ AI가 운전하고 온라인 쇼핑 주문도 배송

•   조선비즈: “환율 방어보다는 거래 활성화”…외환시장 빗장 여는 기재부 속내는

•   조선비즈: 폴더플폰 시장, 中 이어 구글 참전에도 미소 짓는 삼성

•   중앙(P1): [view] 유엔 “북한, 모라토리엄 깼다” 문 정부 평화구상 파산 위기

•   중앙: 북한 다음 도발 뭘까, 콤팩트 ICBM·신형잠수함 거론

•   중앙(P1): [단독]상태 나쁘면 보고하라…재택치료 폭증에 재택요양 검토

•   중앙: 겹겹 악재만 쌓인다…‘오·중·원’ 삼중고

•   중앙: [Data & Now] 국내 자동차 총 2491만대…경유차 사상 첫 감소

•   동아(P1): 서울 강남 사무실 ‘귀하신 몸’… 공실률 0%대

•   동아: ‘반도체 겨울’에 봄기운?… 반등 기대

•   한국(P1): 휘발윳값 또 1,700원 넘겠네...유가·환율 불안에 2월 4%물가 '빨간불’

•   국민(P1): [단독] IMF 예측 ‘韓 채무비율 100%’ 2050년보다 훨씬 앞당겨진다

•   국민: 빌라 > 아파트… 13개월 연속 거래량 역전 현상

•   국민: ‘성남FC 의혹’ 檢 자체 조사 잡음… 특임검사제 거론

•   서울: 양질의 일자리 늘었다는 정부, 실제론 전일제 취업자 줄었다

•   서울: 나랏빚 올 첫 1000조 돌파… 2025년 1416조

•   서울: “반도체 특별법, 월드컵서 손흥민 빼라는 격”

•   경향: 경기 회복의 이면, 급증하는 탄소배출

•   머니투데이: "바다 위 탄소중립 전쟁, 이미 시작됐다" 韓 조선, 친환경에 사활

•   머니투데이: 정유업 종말이라는데 정유 수출량은 왜 늘었을까

•   머니투데이: [단독]기아 전동화 가속…유럽시장 전기차 판매비중 10% 돌파

•   디지털타임스(P1): 최재천 "코로나 감기처럼 될 것… 연내 일상회복 가능"

•   디지털타임스(P1): [뉴스분석] 냉각기 들어선 가상자산 자금이탈 속도 빨라지나

•   이데일리(P1): 1조 갚은 직장인 vs 1조 빌린 자영업자…설연휴 잔인한 두 얼굴

•   이데일리: 코로나가 불러온 '빈곤 속 풍요’…한쪽은 성과급, 한쪽은 부채

•   이데일리(P1): 이창용 IMF 국장 "고령화發 저성장 위협 직면, 정부 주도 성장 어렵다"

•   이데일리: 글로벌 '반도체 주도권' 쥔다…삼성·SK 올해 역대급 투자

•   이데일리: 중국보다 유럽·북미…신시장 공략 나서는 건설기계

•   더구루: 웨스팅하우스, '현지화' 전략으로 폴란드 원전 '승부수'

•   에너지경제: [신재생E 보급 지형도] ‘보급 1번지’ 경쟁…앞서가는 호남, 쫓아가는 충남·강원

•   전자신문(P1): LG전자, 푸드테크·모빌리티 독립기업 추진

•   전자신문: '오미크론' 확산에 통신장비업계 MWC 대응 비상

•   ZDNet Korea: 언팩 D-7 '갤럭시S22' 스펙 총정리

•   ZDNet Korea: 삼성전자, 작년 반도체 구매 세계 2위…1위는?

[Opinions]

•   Project Syndicate(Thitinan Pongsudhirak): Southeast Asia's New-Old Cold War

•   Project Syndicate(Richard Haass): Putin's Ukraine Quagmire

•   Project Syndicate(Joseph S. Nye, Jr.): Realism About Foreign-Policy Realism

•   FT(Editorial Board): IMF’s Argentina deal needs tougher conditions

•   FT(Megan Greene): Why US workers will return to the labour market

•   FT(Robert Shrimsley): Boris Johnson’s survival shows Tories do not fear Labour

•   FT(Robert Armstrong, Ethan Wu): The Fed says nothing, and the market won’t listen

•   WSJ(Editorial Board): Xi Jinping’s Year of the Tiger

•   WSJ(Robert B. Zoellick): If America Doesn’t Set the Digital Trade Agenda, China Will

•   NYT(Thomas B. Edsall): What America Would Look Like in 2025 Under Trump

•   NYT(Rick Bright): The Clues to the Next Variant Surge Are All Around Us

•   WP(Editorial Board): Democrats want to win the tech war with China. The best way is to bolster U.S. allies.

•   WP(Paul Waldman): For both politics and the economy, this is our fork in the road

•   Bloomberg(Editorial Board): Nuclear Power Is More Important Than Ever

•   Bloomberg(John Authers): Beating Earnings Expectations Isn't the Same as During the Pandemic Rebound

•   Bloomberg(Marcus Ashworth): ECB's Lagarde Needs to Push Back on Hike Expectations But Not Entirely

•   Bloomberg(Jonathan Bernstein): Could an Iran Deal Sway the Next Election?

•   Bloomberg(Andreas Kluth): Germany's Russia Policy Takes a Farcical Turn. Can Scholz Restore Credibility?

•   Bloomberg(Richard Cookson): Rise in Inventories Sounds an Alarm About Inflation

•   Bloomberg(Ruth Pollard): A Nuclear End Game as Two Stubborn Nations Dig In

•   Fox News(August Pfluger): Biden is leading from behind in Russia-Ukraine conflict