Business Intelligence Monitor 220208

(Introduction)

[Markets]

•   Global: Meta weighs on U.S. shares, European stocks rise after rout

※   Shares of Facebook owner Meta continue to fall

※   ECB President calms some rate hike jitters

※   Oil drops on progress in U.S.-Iran talks

•   US: Elevated Bond Yields Approach Key Milestone

•   Metals: Global shortages propel aluminum to four-month peak

•   Grains: Soybeans rally on S.American dryness, export enthusiasm

•   한국: 코스피, 기관 매도에 나흘만에 하락…2,740대로 뒷걸음

•   한국: "역시 기다리길 잘했네"…LG엔솔 주가 3거래일째 급등

[Indicators]

•   US Dec. Consumer credit: Consumer credit cools off in December after torrid growth in prior month

•   US Jan. Construction employment: Construction Employment Down in January, But Pay Was Up in 21

•   Germany Dec. Industrial production: German industrial output falls in December

•   UK Jan. House prices: U.K. House Prices Rise at Slowest Pace Since June, Halifax Says

•   China Jan. Foreign reserves: China's Jan forex reserves fall to $3.22 trln

•   China Jan. Services PMI(Caixin): China's Jan services activity expands at slowest rate in five months - Caixin PMI

•   Indonesia Q4 GDP: Indonesia GDP Growth Gains Pace on Virus Lull, Commodity Boom

[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: Biden Says Nord Stream 2 Pipeline Won’t Go Forward if Russia Invades Ukraine

※   President made the comment during joint press conference with German Chancellor Olaf Scholz

•   WSJ: Evidence Builds That U.S. Omicron Wave Is Waning as Cases Fall

※   Study raises questions about whether variant-specific booster shots are needed

•   WSJ: Does Exposure to Omicron Help Our Immunity, Even If We Don’t Get Sick?

•   WSJ: Lawmakers Signal Stopgap Spending Bill Needed as Talks Continue

•   WSJ: In Covid-19 Housing Market, the Middle Class Is Getting Priced Out

•   WSJ: U.S. Job Gains Bolster Case for Raising Interest Rates; How Fed’s Plans for Balance Sheet May Temper Rate Increases

•   WSJ: SF Fed Paper: Job Market Has More Room to Improve

※   FRBSF: Searching for Maximum Employment

•   WSJ: Weaning Europe Off Russian Gas Will Take Time

•   WSJ: Two Years Into Pandemic, Shoppers Are Still Hoarding

•   WSJ: Toshiba’s New Breakup Plan Faces Lower Shareholder Hurdle

•   WSJ: Corporate Climate Plans Mostly Fall Short, Report Says

•   WSJ: Why the Metaverse Will Change the Way You Work

•   NYT: An Omicron subvariant gains in Europe, but is unlikely to alter the picture very much, experts say.

•   NYT: Both Sides of Taiwan Strait Are Closely Watching Ukraine’s Crisis

•   NYT: Tiny Chips, Big Headaches

•   NYT: Amazon doubles its cap on base salaries for corporate employees.

•   WP: National Archives had to retrieve Trump White House records from Mar-a-Lago

•   FT: Macron opens talks with Putin in Moscow to ease tension over Ukraine

※   French president takes western effort to Kremlin as diplomatic talks continue in Washington and Kyiv

•   FT: EU lawmakers plan last-ditch effort to reject Brussels’ green investment rules

※   European Parliament must vote on measures labelling nuclear energy and natural gas as sustainable

•   FT: Ukraine: EU wrestles with how to inflict sanctions ‘pain’ on Russia

•   FT: ‘Indivisible security’: the principle at the heart of Russia’s ire against Nato

•   FT: Omicron surge highlights different tactics in fight to contain the virus

•   FT: Lagarde signals ‘gradual’ shift in ECB policy to tackle record inflation

※   ECB president says ‘real chance’ rate will stabilise at 2 per cent target

•   FT: ECB rate expectations sting Greek and Italian government debt

※   Signs of more aggressive stance on inflation from European Central Bank dent bond prices

•   FT: Europeans talk to Russia while seeking back-up gas

•   FT: EU enters the chip subsidy game

•   FT: Marine Le Pen fights for far-right votes in race to take on Macron

•   FT: Who’s who in Downing St after Boris Johnson’s reset?

•   FT: Johnson insists Sunak remains loyal to his leadership

•   FT: Energy price rises drive construction costs higher

•   FT: Jim O’Neill slams UK government’s economic policy

•   FT: Market swings leave high-profile stockpickers wrongfooted

•   FT: Can blockchain boost the carbon credits market?

•   FT: Industry turns to private 5G to speed digital change

•   FT: Beyond 5G: what would 6G look like — and do we need it?

•   FT: ‘Open RAN’ telecoms trials aim to reshape mobile market

•   FT: The search for 5G’s ‘killer apps’

•   FT: China, US and Europe vie to set 5G standards

•   Bloomberg: Senators Ask U.S. Trade Chief to Broaden China Tariff Exclusions

※   Bipartisan group of 41 wants comprehensive relief for firms

•   Bloomberg: U.S., Iranian Overtures Create Optimism as Nuclear Talks Renew

•   Bloomberg: U.S., Japan Set to Announce Pact to End Trump Steel Tariffs

•   Bloomberg: Biden Retools Economic To-Do List as Inflation Shadows Midterms

•   Bloomberg: U.S. Patience With China Wears Thin as Trade-Deal Pledges Unmet

•   Bloomberg: U.K. Approves Chinese Nuclear Reactor for CGN’s Bradwell Plant

•   Bloomberg: France’s EDF Cuts Nuclear Output Outlook Amid Power Supply Risks

•   Bloomberg: ECB’s Knot Is Hawkish on Hikes, But Still Lags Markets: Chart

•   Bloomberg: Chinese City of 3.6 Million Locked Down as Virus Defies Curbs

•   Bloomberg: Hong Kong Braces for Curbs as Cases Double Every Three Days

•   Bloomberg: Japan Premier Pushes for a Million Daily Shots as Support Sags

•   Bloomberg: ESG ‘Bubble’ a Risk in Crowded Climate Bet, Schroders CIO Says

•   Bloomberg: ECB’s Change of Heart Uncorks New Wave of Bond Volatility

•   Bloomberg: Americans Face Record Metals Prices as Shipping Costs Surge

•   Bloomberg: ‘Net zero’ plans by some of world’s biggest companies accused of falling short

•   Bloomberg: Meta Renews Warning to EU It Will Be Forced to Pull Facebook

•   Reuters: U.S. Commerce Department adds 33 Chinese entities to unverified list for exports

•   Reuters: U.S. charges China's Hytera with conspiring with ex-Motorola staff to steal technology

•   Reuters: Exclusive: U.S. calls for 'concrete action' from China on trade deal

•   Reuters: NATO mulls longer-term military posture in eastern Europe, Stoltenberg says

•   Reuters: U.S. on the road to 1950s-style unemployment, but it may only be a pit stop

•   Reuters: Germany's states prepare to open up despite rising COVID-19 infections

•   Reuters: EXCLUSIVE ECB's Kazaks says July rate hike is unlikely

•   Reuters: China says U.S. tariff extension on solar products hurts new energy trade

•   Reuters: Easing curbs in 'COVID-zero regions' could cause 2 mln deaths in a year - China study

•   Reuters: India PM Modi says working on taming inflation

•   Reuters: Iran says success of nuclear talks hinges on removal of sanctions

•   Reuters: Myanmar junta chief said ASEAN envoy can meet Suu Kyi party members - Cambodian minister

•   Reuters: EXCLUSIVE-Mining activity at Peru's Las Bambas tumbles amid blockade -data, source

•   Reuters: China plans to increase iron ore output, boost use of steel scrap

•   Reuters: Explainer: Ukraine: clouds on the horizon for Europe's economy

•   CNBC: Seven hikes? Fast-rising wages could cause the Fed to raise interest rates even higher this year

•   SCMP: China’s weak consumption over Lunar New Year may signal ‘worsening economy’, analysts say

•   SCMP: US-China trade war: American importers fret as progress stalls on lifting Trump-era tariffs

•   SCMP: EU to hold talks with China ahead of WTO case over Lithuania dispute

•   Nikkei Asia: Japan weighs early approval for Shionogi COVID pill

•   Nikkei Asia: Nissan to end most development of new gasoline engines

•   Nikkei Asia: China and Russia's 'no limits' ties test West as Ukraine shivers

•   Economic Times: India GDP estimated at Rs 147.5 lakh crore in FY22: Chaudhary

•   TASS: Ukraine requests US to deploy THAAD missile defense systems

•   OilPrice.com: IHS Markit: LNG Can Replace Ukraine Gas Flows To Europe

•   MINING.com: Global cobalt production hits record high in 2021, boosted by EV demand

•   For Construction Pros: 2022 State of the Construction Industry: Official Report

•   매경(P1): 외환보유액 줄어드는데, 추경 강행…"이대로 가면 대한민국 신뢰 추락"

•   매경: 외환보유액 적정비중 20년만에 첫 붕괴…나랏빚 증가율도 1위

•   매경: 자영업 손실보상 '고무줄 증액'…재정부실 부추겨

•   매경: 14조원 추경안, 30조원대 늘어나나

•   매경: 품귀 대란 넘었더니…이번엔 '불량 요소수' 주의보

•   매경: 따라다니는 점원도, 진열대도 없다…백화점서도 휴대폰 한대 들고 쇼핑

•   매경: "국민연금 못 받으면 어쩌나"…작년 28조 지급액, 2년후 40조 돌파

•   매경: "경제 성장위해 투자보단 규제 풀어야"

•   매경: [단독] 한국조선해양, '미래먹거리'액화수소선 도전

•   매경: 일본이 수출 막은 그 원료…국산화 해냈다

•   매경: 코로 흡입하는 코로나 치료제…셀트리온 "1상서 안전성 확보"

•   매경: 증시 짓누르는 실적…상장사 80% 전망치 밑돌아

•   매경: 전면 재개 초읽기 들어간 공매도…개미들 "벌써부터 무섭다"

•   매경: "소형원전·AI 장착한 첨단조선, 탄소중립시대 재도약할 것"

•   매경: "2025년 세계 첫 탄소중립 수도" 코펜하겐의 순환경제 3色전략

•   한경(P1): 전국 건설현장 덮친 인플레

•   한경: 중국 리스크에 노조 횡포까지…"더는 못 버틴다" 비명

•   한경(P1): 중대재해 사고 나면 '본사' 집중 감독

•   한경: 인플레 시대, 과표는 15년째 제자리…사실상 증세

•   한경: "한전부채 5년간 34조 넘게 늘어…그중 10조는 탈원전으로 발생"

•   한경: 경제학회 청람상 고강혁 교수 "정부 돈풀기, 소비진작 효과 의문"

•   한경: 도시가스업체 삼천리, 새 먹거리는 '연료전지발전'

•   서경: '묻지마 원칙주의'로 기업들 옥좨…"어느 나라 공정위냐" 산업계 한숨만

•   서경: "수탁위, 대표소송 남발 불보듯…이사회 보신주의만 부추길 것"

•   서경: “일주일만에 규제 입법 뚝딱…정치 논리가 시장 기능 떨어뜨려”

•   서경: 장갑차에 장착할 국산 수소연료전지 개발한다

•   서경: 전경련 “기업 올림픽 열린다면…한국, 삼성전자 은메달 1개뿐”

•   서경: 우크라發 '유가 100달러 시대' 온다…정유업계 공장 풀가동

•   조선(P1): 국민이 알아서… ‘각자도생 방역’ 전환

※   복지부: 오미크론 특성을 고려한 방역·재택치료 체계 구축

•   조선: 재택환자 85%, 건강 모니터링 중단… 의료물품도 직접 챙겨야

•   조선(P1): 지자체가 권한 업체, 알고보니 부실덩어리

•   조선: 대한상의 찾은 윤석열 “사업하는 사람 편하게 원스톱으로 규제 해결”

•   조선: “北, 저고도서 터뜨리는 공중핵폭발 기술 갖춘 듯”

•   조선비즈: “2월 전력도매가 200원 넘는다”…가스發 ‘E플레이션’ 공포 확산

•   조선비즈: 더 나빠진 반도체 수급… 車 대기 기간 1~2개월 더 길어져

•   조선비즈: [세종풍향계] 홍남기 지적한 ‘세제실 폐쇄성’…실상은 달랐다

•   조선비즈: 176단 낸드 美 마이크론에 밀렸지만… 삼성, 200단 ‘세계 최초’ 선점 나선다

•   조선비즈: 포스코에너지, 풍력회사 품었다… 친환경 드라이브 가속

•   조선비즈: 美싱크탱크 “北, 자강도 화중리에 ICBM용 미사일 기지 운용”

•   중앙(P1): 韓 부동산세금 OECD 1위···"적은 편" 정부 주장 거짓이었다

•   중앙: 매달 1위 바뀐다…삼성·애플·샤오미, 유럽서 ‘폰 전쟁’

•   중앙: 수주 대박에도 일제히 적자…조선, 아직도 어두운 밤인가봐

•   문화: 정부 ‘탈석탄’ 한다면서 발전소 4기 추가 건설

•   한국(P1): 뜨거워진 땅과 바다, 한국인의 밥상이 초라해진다

•   한국: "5G도 잘 안 터지는데"… 벌써부터 6G 경쟁하는 이유 [그렇구나! 생생과학]

•   서울(P1): 배달비 1만원 시대, 3월엔 더 뛰어요

•   세계: 수원지검, 성남지청에 ‘성남FC 후원금’ 보완 수사 지시

•   경향(P1): 코로나로 플랫폼·특수고용 등 급증…노동법 밖 ‘비임금 노동자’ 700만명

•   머니투데이(P1): [단독]"LG·삼성 와달라"…'전기차 배터리 신대륙' 인도의 러브콜

•   머니투데이(P1): [단독]"이건 담합해도 괜찮아"..공정위, '처벌 제외' 리스트 손본다

•   더벨: 두산중공업, 경영정상화 '합격점'?…국민연금 '지분 매집'

•   더벨: 박용만 전 두산 회장 개인 법인, 재단과 '한둥지' 선택

•   헤럴드경제(P1): 美 반도체 지원법안 최종 확정 눈앞…삼성전자 ‘청신호’

•   헤럴드경제: 삼성 반도체 시설투자 압도적…비중은 TSMC가 앞서

•   헤럴드경제: ‘K-반도체’의 질주…올 수출도 역대 최대 전망

•   헤럴드경제: 뛰는 회사채 금리…좀비기업 ‘발작’ 우려

•   헤럴드경제: 韓 3%대 성장 ‘빨간불’…글로벌도 줄하향

•   파이낸셜뉴스(P1): 동시다발 인플레 공포에 票퓰리즘 추경까지 덮친다 [물가쓰나미 덮치나]

•   파이낸셜뉴스: ‘3高’ 적색경보 울린 韓경제… "마땅한 정책카드가 없다" [물가쓰나미 덮치나]

•   파이낸셜뉴스(P1): 영업익 ‘1兆 클럽’ 50곳 [영업익 1조클럽 50곳]

•   아시아경제(P1): '나랏빚' 국채·특수채 1300兆 돌파…文정부 들어 40% 증가

•   아시아경제: 배터리 '원가 경쟁력 총력전'

•   아시아경제: 육군훈련소 급식, 이제 로봇이 만든다…야전부대 도입도 검토

•   디지털타임스(P1): 디지털세 초안 공개… 완제품 팔린 나라에 세금낸다

•   디지털타임스: [위협받는 K-반도체·배터리] 中 CATL > K-배터리 삼총사 … 내수 업고 글로벌 점유율 굳건

•   디지털타임스: [위협받는 K-반도체·배터리] "장비가 부족하다…" K-반도체도 울상

•   이데일리(P1): 집값 상승세 꺾이자 '옥석가리기' 시작됐다

•   이데일리: 아파트 전세가격 중위값은 주는데 평균값은 증가..왜?

•   연합: 오후 9시까지 3만1천777명 확진, 또 최다치…어제보다 4천67명↑

•   더구루: 한수원, 폴란드 원전 수주전 필승카드 '수소 동맹'…두산중공업 SMR 기술도 지원

•   에너지경제: RE100 기상도 올해도 ‘흐림’…재생E 업계 "유인책 부족 등에 기대 난망"

•   에너지경제: "K-택소노미 수정 않으면 바보…원전, 수출확대 위해 포함돼야"

•   전자신문(P1): 갤럭시S22, 전 모델 '가격 동결'…25일 출시

•   전자신문: 세계 전기차 시장 급가속…작년 471만대 판매

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz): A Balanced Response to Inflation

•   Project Syndicate(Shashi Tharoor): The Price of Modi's Economic Incompetence

•   FT(Editorial Board): Oaktree’s China deal is a positive sign for investors

•   FT(Gideon Rachman): Putin, Ukraine and the madman theory of diplomacy

•   FT(Mohamed El-Erian): Fed and ECB still behind the inflation curve

•   WSJ(Walter Russell Mead): Time to Increase Defense Spending

•   WSJ(Phil Gramm, Mike Solon): The Folly of ‘Modern Supply-Side’ Economics

•   NYT(Vanessa Barbara): The Brazilian President’s Latest Sabotage Efforts Have Failed

•   WP(Editorial Board): Russia and China announce a bid to make the world safe for dictatorship

•   WP(Editorial Board): Goodbye, omicron. Let’s open up the right way this time.

•   WP(Daniel W. Drezner): The age of radical economic uncertainty

•   Bloomberg(Editorial Board): Security Dialogue Between Russia and West Could Help Prevent Ukraine War

•   Bloomberg(John Authers): Every Picture Is Telling a Story of Markets Regime Change

•   Bloomberg(Marcus Ashworth): Negative Interest Rates May Soon Be Relegated to the Past Around the World

•   Bloomberg(Chris Bryant): Electric Vehicles Are Getting Bigger and Heavier. Why?

•   CNN(Christopher Leonard): Soybeans rally on S.American dryness, export enthusiasm

•   Fox News(Josh Hawley): Russia-Ukraine crisis – China is America's biggest enemy, not Moscow

•   Fox News(Keith Kellogg): Russia, Ukraine and NATO's future – America's next crisis

•   매경(오형나): 남일 같지 않은 유럽 에너지 대란

•   세계(박형건): 2050 탄소중립 위해 기후기술 개발·지원 절실