Business Intelligence Monitor 220204

(Introduction)

[Markets]

•   Global: World stocks fall on central banks' inflation outlooks, glum Facebook update

※   Sterling surges after Bank of England raises rates

※   Euro jumps after ECB keeps policy largely unchanged

※   Stocks hit by disappointing Facebook outlook

※   Turkey's annual inflation nears 50% in January

※   OPEC+ sticks to plan for moderate monthly rises

•   Eurozone: Euro Soars, Bonds Slide as Traders Add Bets on ECB Hikes in 2022

•   Oil: WTI Crude Passes $90 a Barrel for the First Time Since 2014

※   Investors doubtful that OPEC+ members can meet their quotas

•   Natural gas: U.S. Natural Gas Volatility Hits 26-Year High as Wells Freeze Up

•   Metals: Copper steady as low stocks, softer dollar offer support

•   Grains: Corn sags on export worries; soy ends lower after volatile session

•   한국: 코스피 외인·기관 매수에 1.67% 상승 마감…2,700선 회복

•   한국: "달러라도 미리 사둘걸"…원화값 1206원 찍었다

※   매경: 한국경제 흔든 악재 터질때마다…'원화값 1200원' 신호 켜졌다

※   매경: 항공·석유화학 기업 초비상

※   매경: "체감유가 이미 100弗"…에너지 수입 부담 더 커진다

[Indicators]

•   Global Jan. Copper smelting: Global copper smelting surges in January, satellite data shows

•   US Q4 Productivity: American Workers Could Be About to Get a Lot More Productive

•   US Dec. Factory orders: US factory orders fall in December; shipments rise further

•   US Jan. Services PMI(ISM): US Services Growth Cools to Almost One-Year Low on Omicron

※   ISM gauge retreated in January for a second month, to 59.9

•   US Weekly Jobless claims: U.S. Jobless Claims Fall for Second Straight Week

•   Eurozone Benchmark rate: Christine Lagarde fuels investor bets on ECB rate rises with hawkish shift

※   President says bank is ‘much closer to target’ on inflation and refuses to rule out tightening of monetary policy in 2022

※   ECB: Monetary policy decisions

•   Eurozone Dec. PPI: Euro zone producer prices in record surge in Dec due to energy

•   UK Benchmark rate: BoE raises interest rate to 0.5% in effort to tame inflation

※   Central bank moves on borrowing costs with first back-to-back rise since 2004 as rate increases from 0.25%

※   BoE: Bank Rate increased to 0.5% - February 2022

•   India Q4 Business confidence: Business confidence buoyant in Q3 FY22; pace of rise moderated by Covid in Dec: NCAER

•   India Jan. Services PMI: India's services growth at 6-mth low in Jan, input costs at decade high

•   Turkey Jan. CPI: Turkish inflation at highest level of Erdogan era

•   한국 2021년 주택통계: 작년 주택 인허가 19%↑·착공 11%↑…"공급대책 영향"

•   한국 1월 은행 가계대출 잔액: 은행 가계대출 8년만에 두달 연속 줄었다

•   한국 1월 건설기업 경기실사지수: 몸사리는 건설업계, 체감경기 악화

[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: ISIS Leader Killed During U.S. Raid in Syria, Biden Says

※   As troops approached, Islamic State’s Abu Ibrahim al-Hashimi al-Qurayshi detonated a blast that killed him and members of his family, the president said

•   WSJ: ISIS Was Staging Comeback When U.S. Killed Leader Qurayshi

•   WSJ: Killed ISIS Leader Qurayshi Kept Security High Until Recent Prison Raid

•   WSJ: U.S. Says Russia Is Planning to Fabricate a Pretext to Invade Ukraine

※   Officials say newly declassified intelligence shows Moscow seeks to use staged video as justification for attack

•   WSJ: Ukraine Missile-Development Programs Are Challenge for Moscow

•   WSJ: Europe’s Insatiable Thirst for Russia’s Gas

•   WSJ: Raskin Faces Senate Questions Over Views on Climate Change, Regulations

※   Fed nominees Raskin, Jefferson and Cook say at confirmation hearing that tackling high inflation should be central-bank priority

•   WSJ: Global Tax Deal Would Undercut U.S. Tax Breaks, Businesses Warn

•   WSJ: U.S. Covid-19 Hospitalizations Continue Tracking Downward

•   WSJ: Putin, Xi to Meet at Olympics, Putting Partnership Against U.S. on Display

※   Meeting between Russian and Chinese leaders comes amid Russia’s military buildup near Ukraine

•   WSJ: U.S. Sees Iran’s Nuclear Program as Too Advanced to Restore Key Goal of 2015 Pact

•   WSJ: Oil Frackers Brace for End of the U.S. Shale Boom

•   WSJ: Amazon Profits Show Resilience Even as Labor, Supply Crunch Weigh on Results

•   WSJ: Facebook Feels $10 Billion Sting From Apple’s Privacy Push

•   WSJ: Ford Posts $17.9 Billion in Net Income, Reversing Year-Earlier Loss

•   NYT: Food Prices Approach Record Highs, Threatening the World’s Poorest

•   NYT: Is Biden’s Strategy With Putin Working, or Goading Moscow to War?

•   NYT: Putin, Facing Sanction Threats, Has Been Saving for This Day

•   NYT: January Jobs Report May Disappoint. It Is Sure to Perplex.

•   NYT: Turkish president agrees to provide Ukraine drones, but also offers to serve as a mediator with Russia.

•   NYT: Turkey, a Sometimes Wavering NATO Ally, Backs Ukraine

•   NYT: Natural Gas Shipments, Mostly From U.S., Ease Europe’s Energy Crunch

•   NYT: Apple Made a Change That Is Hammering Internet Companies Like Meta

•   NYT: What Big Tech’s Riches Mean for Our Future

•   NYT: 6 Reasons Meta Is in Trouble

•   WP: Russia tries to cast Western-backed Ukraine as aggressor, suggests disputed peace deal as path forward

•   WP: Coronavirus vaccination may soon be available for children younger than 5, prompting elation and questions

•   WP: Over 250,000 without power as major winter storm slogs east

•   WP: The Beijing Olympics are a show. What’s happening in China is chillingly real.

•   WP: Xi’s Games: Beijing Winter Olympics test China’s supreme leader

•   WP: India joins diplomatic boycott of Beijing Olympics over role of Chinese soldier from border clash

•   WP: WHO says Europe entering a ‘cease-fire’ in battle with covid as protection grows

•   WP: Tesla recalls more than 817,000 vehicles over seat-belt chime issue, which it will address remotely

•   FT: Biden and Zelensky negotiate tensions in relationship amid Ukraine stand-off

•   FT: Lithuania calls for more German troops to face Russia ‘threat’

•   FT: Polish president proposes bill to end dispute with Brussels over judges

•   FT: UK’s ability to enforce sanctions brought into question

•   FT: Sunak criticises Johnson as resignations buffet No 10

•   FT: Households face worst squeeze on disposable incomes for 30 years, warns BoE

•   FT: Bailey dishes out tough love to British public

•   FT: Millions more UK households face ‘fuel stress’ despite state help

•   FT: Rishi Sunak sets out £9bn in fuel relief with eye on polls

•   FT: UK lacks clear plan to decarbonise heating and insulate homes, MPs warn

•   FT: Mortgage lenders cut 10-year fixed rates ahead of Bank rate decision

•   FT: Northern Ireland first minister resigns over Brexit trade rules

•   FT: Number 10 must get serious if it is to help business benefit from Brexit

•   FT: UK approves Novavax vaccine

•   FT: Biden’s nominee for top Fed watchdog signals tough stance on banks

•   FT: Who will be hit hardest by rising UK energy bills?

•   FT: Beijing Olympics: the new front line in the US-China cold war

•   FT: Taiwan to use tech knowhow to build ties with other democracies

•   FT: Government bond markets sell off as traders crank up bets on rate rises

•   FT: Hedge funds bet on beaten-down Russia and Ukraine assets

•   FT: Asset managers dismiss Biden’s methane clampdown as too lenient

•   FT: Rising property prices have skewed the household wealth landscape

•   FT: Big Oil bets big on Permian growth

•   FT: European industrial giants join nuclear fusion race

※   Siemens Energy, Thales and Trumpf to ‘jointly develop’ promising technology with German start-up Marvel Fusion

•   FT: Infineon raises forecast as chip shortage enters second year

•   FT: Meta’s perfect storm: fleeing users and Apple privacy changes hit ads business

•   FT: BA.2 explained: the Omicron sub-variant outpacing its predecessor

•   FT: Carmakers shift gear on using recycled materials

•   FT: Why modular housing is stubbornly small-scale

•   Bloomberg: A Record 50% of U.S. Small Businesses Raised Wages in January to Lure Workers

•   Bloomberg: Dalio Sees U.S. on Path to Civil War Amid Rising Polarization

•   Bloomberg: European Carbon Price Climbs to Fresh Record on Tight Supplies

•   Bloomberg: Spain Passes Labor Reform in Tight Vote to Unlock EU Funds

•   Bloomberg: Latin America’s Job Market Will Take Years to Recover From Covid

•   Bloomberg: Japan Considers Extending Quasi-Emergency on Record Cases, FNN Says

•   Bloomberg: UAE Says 'Hostile' Drones Intercepted in 4th Such Attack

•   Bloomberg: IMF Approves Resuming $6 Billion Bailout Package for Pakistan

•   Bloomberg: IMF Focused on Rescuing Argentina From Dangerous Inflation Path

•   Bloomberg: U.S. Draws Most Russian Diesel in Years as Cold Weather Descends

•   Bloomberg: Apple Makes Progress in India as IPhone Sales Rise 34% to Record

•   Bloomberg: ESG by the Numbers: Sustainable Investing Set Records in 2021

•   Bloomberg: The Growing Corporate Presence in Global Power Markets

•   Bloomberg: State-Owned Companies Emit 7.5 Billion Tons of Carbon a Year

•   Reuters: U.S. warns Chinese firms against helping Russia against potential Ukraine sanctions

•   Reuters: IMF chief says 'too early to say' if world facing sustained inflation

•   Reuters: NATO concerned by Russian exercises in Belarus, Moscow criticises US

•   Reuters: German vaccine commission backs Novavax COVID vaccine for adults

•   Reuters: EU aims to tighten curbs on data transfers to non-EU governments - EU document

•   Reuters: Saudi Arabia will help stabilise oil market, Crown Prince tells Japanese PM

•   Reuters: Russia reports new record of daily COVID cases

•   Reuters: ASEAN to exclude Myanmar foreign minister from meeting, says Cambodia

•   Reuters: ABB expects supply bottlenecks to ease during course of 2022

•   Reuters: China smartphone demand helps lift forecasts for chipmaker Qualcomm

•   Reuters: Explainer: Why Europe faces climbing energy bills

•   Reuters: Analysis: Asset owners shake up passive funds on the way to going green

•   Reuters: Analysis: A change of style? UK's Johnson fights for political survival

•   Reuters: Analysis: Investors bank on real yields to boost dollar in months ahead

•   Reuters: Analysis: Fearing Fed error, investors track less obvious parts of yield curve

•   AP: A different COVID-19 vaccine debate: Do we need new ones?

•   AP: EXPLAINER: Why Europe lacks voice, power in Ukraine crisis

•   CNN: America's economic recovery is about to go into reverse

•   Fox Business: Inflation fuels car prices as inventory dwindles

•   SCMP: China is ready: what ‘splendid’ Winter Olympics would mean for President Xi Jinping as VIP guests start to arrive

•   SCMP: Can China’s home-grown mRNA Covid-19 vaccine pass its final tests?

•   SCMP: China’s decimated US$1.5 trillion tourism industry buckles under coronavirus pressure with no end in sight

•   Caixin: Analysis: What’s Behind Nickel’s Sudden Market Volatility?

•   Nikkei Asia: Japan to pitch data-sharing framework to bolster Asia supply chains

•   Nikkei Asia: Honda, Nissan cut production for February on supply chain woes

•   Nikkei Asia: Robots take center stage in SoftBank tie-up, Iris Ohyama chief says

•   Nikkei Asia: Japan needs four times more foreign workers, study says

•   Nikkei Asia: Toshiba to double power chip production with new plant in Japan

•   Nikkei Asia: Biden's China hands: Trusted allies tapped as Quad envoys

•   Mainichi: Over 20% of Japan's import items highly dependent on China: gov't

•   Mainichi: BOJ deputy chief says 'too early' to tighten Japan monetary policy

•   Economic Times: Inflation biggest concern of 2022-23: India Inc

•   reNews: Renewables expansion 'can limit energy price pain'

•   DIGITIMES: India's wafer subsidy 'too little to make progress'

•   매경(P1): 5대 은행 제쳤다…카뱅 토스 네이버페이 이용자 8500만명 돌파

•   매경: "수출 증가세 아직 안꺾여…中 성장둔화가 최대 위협"

※   한국은행: 수출상황 판단 지표별 최근 동향 및 평가

•   매경: 벼랑끝 LPG충전소…수소 전환서 활로 모색

•   매경: 삼성전자 창사 이래 첫 파업? 노조, 임금협상 결렬되자 조정신청

•   매경: OLED 전성시대…LGD 분기 첫 200만대 출하

•   매경: "韓, MSCI 선진국지수 편입땐 오히려 28억弗 유출"

•   한경(P1): '거북이' 수소경제…목표 달성률 30%

•   한경: '수소 드림팀' 43조 투자 대기중인데…지원법은 국회서 해 넘겨

•   한경: 韓, 청정수소 핵심 '수전해·탄소포집' 기술은 아직 걸음마 수준

•   한경: 日 간판기업까지 품질 조작 스캔들…무너진 '메이드 인 재팬'

•   한경: '6인·9시 거리두기' 연장 가닥

•   한경: "저신용자는 어쩌라고…" 저축은행 5곳 중 4곳은 막혔다

•   한경: SK, 美 차세대 배터리 투자로 '6배 잭팟'

•   한경: 전기차도 스마트폰처럼 무선 충전?…주차하자 100% '완충'

•   한경: 반도체 기판 호황…심텍·대덕전자 잇단 증설

•   서경(P1): 예산 패싱…'동해 제2가스전 개발' 멈췄다

•   서경: 정치논리 탓 예산편성 번번이 무산…2년간 해외탐사 2건 그쳐

•   서경: LNG값 치솟자 결국 기업에 손내밀어…"비축비용 지원 등 인센티브도 내놔야"

•   서경: 韓 손놓을 때 선수치는 日…30년만에 동해 가스전 개발

•   서경(P1): [단독] 에너지 위기라며…민간에 떠넘긴 'LNG 비축'

•   서경: '무늬만 특별법'에 지자체 몽니까지…3년째 새공장 삽도 못떠

•   서경: 인텔, 유럽 거점 아일랜드에 EUV 설비…삼성도 노광기 수십대 투입 전망

•   서경: "네·카 잡으려다 혁신 스타트업만 고사될판"… '플랫폼 심사지침'에 뿔난 스타트업들

•   서경: 금통위원마저 확장재정 비판…“돈 풀기가 유발한 인플레이션 부담, 저소득층에 가중”

※   한국은행: 금융통화위원회 의사록(2022년도 제1차)(2022.1.14.)

•   서경: 中 비화석 발전, 석탄 첫 추월… 원전 이용 시간, 재생에너지 '압도'

•   서경: 반도체 품귀에 출고 지연…현대차 1월 판매 12% '뚝'

•   서경: 2분기 '10만전자' 가나…삼성전자 목표가 잇단 상향

•   서경: 수익 공유에 인구 유입까지…지자체 그린에너지 사업 순항

•   서경: 삼성물산, 美 SMR 기업에 600억 투자

•   조선: [베이징 다이어리] 로봇이 다 하는줄 알았는데, 뒤치다꺼리는 사람이

•   조선: 1월 하락장 수익률 순위는 외국인>개인>기관

•   조선비즈: 올해 신재생에너지 의무량 66% 상향… 전기요금 인상 부채질

•   조선비즈: [스마트카 시대]⑤ “데이터 플랫폼 정비·소프트웨어 국산화 필수”

•   조선비즈: 택배파업 장기화에 자영업자까지 연쇄 피해… “주문 취소에 환불 요청까지”

•   조선비즈: 삼성·SK하이닉스, K-반도체 수출 90% 견인… “올해도 3% 성장 거뜬”

•   인베스트조선: '실적 시즌인데'…證 리서치센터 인력 가뭄에 기관 정보부족 호소

•   중앙(P1): 밤 9시 2만명 넘어…동네병원선 신속검사 대혼란

•   중앙: 못 믿을 신속항원검사…감염자 10명 중 6명 ‘음성’ 판정

•   중앙: 이재명 ‘RE100’ 전문용어 공세에 “다시 한번…” 되물은 윤석열

•   중앙: 한·일 외교장관, 3개월 만에 첫 통화…사도광산 놓고 설전

•   중앙: 세종·안양·대구·화성…집값 급락 지역 공통점은?

•   동아(P1): GM-포드, 韓 배터리 합작사에 기술공유 요구

•   동아: 10번 중 8번은 알아서 꿰맸다… ‘로봇 외과의사’ 더 정교해졌네

•   동아: OLED, 폰보다 TV서 더 많이 쓴다

•   서울: 자가진단키트 한 줄 나와야 출근… 기업들 ‘방역 고삐’

•   서울: “오미크론, 50㎝ 이내 대화 땐 감염… 마스크 소용없어”

•   서울: 李 311만, 尹 250만호 짓는다는데… 50만호 후보지 선정 빨라야 1년

•   세계: 이재명·김동연 양자토론 후 연대설 ‘솔솔’

•   한겨레(P1): 대출 줄고 예적금 증가, ‘빚투’ 터널 끝이 보인다

•   더벨: 맥쿼리, 최대 수소기업 '덕양' 밸류업 청사진은

•   헤럴드경제(P1): 대표소송·원자재·공급난…재계 덮친 ‘트리플 파고’

•   헤럴드경제(P1): 서울 집값 상승세 중단됐다?

•   파이낸셜뉴스(P1): 고령화 충격파… 8년뒤 노동력 절반이 장년 [급변하는 노동시장]

※   노동부: "2020∼2030 중장기 인력수급 전망" 발표

•   파이낸셜뉴스: 디지털 전환에 제조업 지고… 노인 많아져 돌봄수요 급증 [급변하는 노동시장]

•   파이낸셜뉴스(P1): '35조 추경' 꺼낸 與... 15일 이전 처리예고

•   파이낸셜뉴스: 5년간 세금 33조원 남았는데, 갚은 나라빚은 고작 2조원

•   파이낸셜뉴스: ‘4680 배터리’ 치고나간 파나소닉… LG엔솔도 개발 ‘맞불’[글로벌 ‘신형 배터리’ 경쟁]

•   파이낸셜뉴스: 대기업 계열사 3개월간 34개 늘었다

※   공정위: 대기업집단 계열회사 변동 현황 공개

•   파이낸셜뉴스: "D램값 뛴다… 삼전·SK하이닉스 사라"

•   파이낸셜뉴스: 전기차 배터리 광물 수급도 ‘비상’

•   파이낸셜뉴스: 원자재값·물류비용 올해도 오른다… 시름 커지는 가전업계

•   파이낸셜뉴스: 급변하는 글로벌 시장 대응… 능력 중심 ‘젊은 리더’ 키운다 [2022 신년기획]

•   아시아경제(P1): 내달 132兆 대출만기 소상공인 줄도산 위기

•   아시아경제: 경제전문가 5人 긴급진단 "금리·물가·국가채무…韓경제 짓누르는 리스크"

•   아시아경제: 세계 최초 상용화 5G, 산업현장 사용률은 황무지

•   아시아경제: [자금조달]두산, 미래매출 담보 2000억 자금조달

•   디지털타임스(P1): [기획] 언제 닥칠지… 건설업계 중대재해 `멘붕`

•   이데일리: 배터리 이어 수소까지…원자잿값 폭등에 '공급망' 빨간불

※   수소 전기분해 필요한 금속 가격도 상승 우려

•   연합: 수소제조설비·연료전지 등 수소용품 안전관리 강화

※   산업부: 수소용품 안전관리 강화를 위한「수소법」안전분야 시행

•   연합: 美 "대북 추가조치 관련 동맹 접촉 지속…외교노력도 주요 도구"

•   에너지경제: 韓 원전 추가 수출? 카자흐 에너지장관 "원전 건설 검토 옵션"

•   에너지경제: 소규모 신재생에너지 설비 공사는 자체감리 허용…안전확보·비용절감

•   에너지경제: 에너지경제연구원, 조직개편 단행…"탄소중립·에너지전환 연구 강화하겠다"

•   에너지경제: 엎친데 덮치는 태양광 패널 재활용 부과금제…내년부터 의무량·회수 못하면 납부해야

•   전자신문(P1): 갤럭시S 22 카메라, 전작과 동일…중국업체 공급량 확대

•   전자신문: [단독] 한전, 올해 기후환경 비용 4조2000억원…작년보다 15% 이상 증가

•   ZDNet Korea: 반도체 공급망 이슈로 '갤S22 시리즈' 모델별 출시 지연 전망

[Opinions]

•   Project Syndicate(Mads Nipper): Net Zero Must Mean Business

•   FT(Gillian Tett): Argentina’s IMF deal should be a wake-up call on emerging market debt

•   FT(Edward Luce): America is in Europe to stay — thanks to Putin

•   FT(David Gardner): Missile attack on UAE shows Iran is unwilling to compromise

•   FT(Chris Giles): The true and fair economic outlook is pretty grim

•   FT(Robert Armstrong): Quantitative tightening, redux

•   FT(Bob Prince): Fed faces choices as challenging as any since the 1970s

•   FT(Sylvie Kauffmann): Can Macron be trusted when it comes to Russia?

•   FT(Jamie Powell): Metaaaarghhhh

•   WSJ(Editorial Board): The Be More Like China Act

•   WSJ(Editorial Board): Why Ukraine Matters to the U.S.

•   WSJ(Editorial Board): The Twilight of Covid Mandates in Europe

•   WSJ(Daniel Henninger): End the Covid Panic Now

•   WSJ(Sadanand Dhume): India Has a Lot to Lose in Ukraine

•   WSJ(Tim Stewart, Kathleen Sgamma): ‘No’ on Sarah Bloom Raskin

•   WSJ(Larry Kudlow, Stephen Moore): Republican Priority: Make Trump Tax Cuts Permanent

•   NYT(Ivan Krastev): Europe Thinks Putin Is Planning Something Even Worse Than War

•   WP(Editorial Board): A successful U.S. raid shows the war with ISIS is winnable — but not yet won

•   Bloomberg(Editorial Board): A Return to Normal Life After Omicron Will Require Vigilance

•   Bloomberg(Mihir Sharma): The Good News in India’s Bleak Budget

•   Bloomberg(John Authers): Putin, Biden Play Chicken in Ukraine as Markets Hope to Avoid an Accident

•   Bloomberg(Marcus Ashworth): The Bank of England Wakes Up Hawkishly to Inflation Risks

•   Bloomberg(Karl W. Smith): States Should Save Their Surpluses, Not Spend Them

•   Bloomberg(Parmy Olson): Facebook and Google’s Ad Addiction Can’t Last Forever Thanks to TikTok, Web3

•   Bloomberg(Adrian Wooldridge): "Levelling Up" May Outlive Brexit and Partygate as Boris Johnson's Legacy

•   Bloomberg(Jonathan Ford): Power Storage Is World’s Next Big Net Zero Challenge

•   CNN(Carlo Pizzinelli, Ippei Shibata): The big reason the US and UK are facing such a massive labor shortage

•   Reuters(John Kemp): Europe’s gas storage more comfortable after mild January

•   Reuters(John Kemp): U.S. gas diplomacy won't avert price spike if Russian supplies interrupted

•   Reuters(Andy Home): China's metals imports boomed in 2021, so did its exports