Business Intelligence Monitor 220209

(Introduction)

[Markets]

•   Global: Wall Street rallies on tech boost, European shares end flat

※   Oil cools after hitting $94 a barrel

※   BP reports $12.8 profit after oil and gas price surge

•   Natural gas: Europe Gas Falls as Mild Weather Tempers Russian Supply Concerns

•   Metals: Aluminium prices hit their highest since 2008

•   Iron ore: Iron Ore Smashes $150 After Beijing Eases Steel’s Green Targets

•   Grains: Soybeans recede from 8-month peak ahead of USDA supply/demand report

•   한국: 코스피, 투자자들 관망세 속 강보합…2,740대 마감

•   한국: 추경 증액에 국채금리 급등

[Indicators]

•   US Dec. 2021 Household debt: U.S. Households Took On $1 Trillion in New Debt in 2021

※   Increase is largest since 2007 and was largely result of big jump in mortgages, auto loans

•   US Dec. Balance of trade: U.S. Trade Deficit Hit Record Level in 2021

※   Consumers shifted spending to goods imported from overseas

•   US Jan. NFIB Business optimism index: Record Share of U.S. Small Businesses Bump Prices Amid Inflation

•   US Jan. Dodge momentum index: Dodge: Construction Momentum Starts 2022 With a Drop

•   France Dec. Balance of trade: French trade deficit in goods hits record level despite economic rebound

•   UK Jan. Consumer spending: UK consumer spending growth slows as rising living costs bite

•   Japan Dec. Household spending: Japan's 2021 average monthly household spending rises 0.7%

•   Japan Dec. Current account: Japan sees 1st current account deficit in 18 months in Dec.

•   Japan Jan. Economy Watchers sentiment: Japan Merchants’ Mood Tanks Most Since 2011 Quake on Omicron Hit

[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: Covid-19 Restrictions Unwind as Omicron Wanes in U.S., Parts of Europe

•   WSJ: Ukraine’s Zelensky Wants to Fend Off Russia—And America, Too

•   WSJ: Ukraine Prepares Military Exercises as Macron Visits Kyiv

•   WSJ: Putin Says the West Is Goading Russia Into War With Ukraine—and Many Russians Agree

•   WSJ: U.S., Chinese Investors Feud Over Startup Icon Aircraft During National Security Review of Deal

•   WSJ: Covid-19 Vaccine Protests Disrupt Traffic on U.S.-Canada Bridge

•   WSJ: Covid-19 Pandemic Led to Smaller-Than-Expected Baby Bust, New Data Suggest

•   WSJ: Developing Countries Brace for Impact From Fed Rate Increases

•   WSJ: Foreign Investment in U.S. Commercial Property Exceeds Pre-Pandemic Levels

•   WSJ: Nvidia, SoftBank Call Off Blockbuster Arm Deal

•   WSJ: SoftBank Plans IPO for Arm After Nvidia Deal Falls Through

•   WSJ: Nvidia Can Afford to Lose an Arm. But SoftBank Needs to Slim Down.

•   WSJ: Apple Will Let Businesses Use iPhones to Take Customer Payments

•   WSJ: Ford and GM Warn Dealers to Stop Charging So Much for New Cars

•   WSJ: Startup Wants to Store Spare Renewable Electricity to Power Heavy Industry

•   NYT: China fell far short of promises it made to purchase American goods.

※   U.S. Department of Commerce: WHAT THEY ARE SAYING: Industry and Labor Applaud U.S. Trade Deal with Japan to Counter Unfair Trade Practices by China

•   NYT: Several U.S. states start rolling back mask mandates as infections fall.

•   NYT: Americans Are Frustrated With the Pandemic. These Polls Show How Much.

•   NYT: J.&J. Pauses Production of Its Covid Vaccine Despite Persistent Need

•   NYT: Putin Is Operating on His Own Timetable, and It May Be a Long One

•   NYT: ‘Finlandization’ of Ukraine is part of the diplomatic discourse. But what does that mean?

•   NYT: What Are the Minsk Accords, and Could They Defuse the Ukraine Crisis?

•   NYT: Denmark, Overflowing With Virus Cases, Embraces a ‘Bring It On’ Attitude

•   NYT: America’s Chinese Tech Conundrum

•   NYT: As Automakers Add Technology to Cars, Software Bugs Follow

•   WP: Covid deaths highest in a year as omicron targets the unvaccinated and elderly

•   WP: Biden’s big Nord Stream 2 pledge poses major test after unfulfilled promises

•   FT: Covid vaccines: the race for a single shot to prevent new pandemics

•   FT: Ukraine’s border force invokes ‘blitz spirit’ as Russian troops gather in neighbouring Belarus

•   FT: France says Putin is moving towards de-escalating Ukraine crisis

•   FT: Macron says Putin promises not to ‘escalate’ Ukraine crisis

•   FT: EU launches €43bn push for chip factories as shortages hit manufacturing

※   Brussels bids to vie with US and Asia for ability to produce components at heart of modern economy

※   European Commission: Digital sovereignty: Commission proposes Chips Act to confront semiconductor shortages and strengthen Europe's technological leadership

•   FT: EU to embark on semiconductors spending spree

•   FT: The Spanish paradox: why jobs are booming as the economy lags

•   FT: Long Covid now major cause of long-term job absence, say quarter of UK employers

•   FT: British households offered free electricity to cut consumption

•   FT: Israel faces up to limited options on Iran

•   FT: US officials lobby European powerbroker on Big Tech regulations

•   Bloomberg: U.S. Senator Says China Should Be Sanctioned Over Uyghur Treatment

•   Bloomberg: Biden, Utility CEOs Tout Clean Power to Revive Spending Bill

•   Bloomberg: EU Touts Unity on Any Russia Sanctions But Won’t Show Its Hand

•   Bloomberg: Europe Car Sales to Lag in First Half of 2022 Due to Chip Crisis

•   Bloomberg: Diplomatic Flurry Suggests New Momentum as Iran Talks Resume

•   Bloomberg: US Approves Support Deal With Taiwan for Patriot Missiles

•   Bloomberg: China’s Communist Party Calls for Obedient and Orderly Capital

•   Bloomberg: Brazil’s Key Rate Seen Topping 12% on Hawkish Central Bank Sign

•   Bloomberg: Brazil Needs More Tools to Fight Inflation, Lula’s Adviser Says

•   Bloomberg: Bank of Japan’s Kuroda Faces Tough Task to Persuade Markets He Won’t Pivot

•   Bloomberg: China’s Taking on a Risky Bubble Deflation Experiment

•   Bloomberg: Markets May Have Overreacted to ECB, Villeroy Says

•   Bloomberg: Rising Rates Become Enemy No. 1 for Traders Betting on Dollar

•   Bloomberg: U.S. Sees Record Oil Production Next Year Moving Even Higher

•   Bloomberg: Middle Eastern Oil Is Flavor of the Month as Benchmarks Diverge

•   Bloomberg: China Battles to Contain Coal Price Surge as Dependency Worsens

•   Bloomberg: U.S. Agricultural Exports Topple Record on China, Mexico Demand

•   Bloomberg: GlobalFoundries Gives Bullish Outlook on Strong Chip Demand

•   Bloomberg: Elon Musk Looks Increasingly Isolated as Automakers Embrace Lidar

•   Bloomberg: Gas Companies Are Eyeing Green Debt After EU Rulebook Inclusion

•   Bloomberg: Biden to Meet With Utilities In New Push for Climate Spending

•   Bloomberg: Europe Will Need 65 Million Electric Vehicle Chargers by 2035

•   Bloomberg: ECB Has Banks Bracing for Capital Hit as Climate Risk Is Tested

•   Reuters: Novavax underdelivers on COVID vaccine promises

•   Reuters: Exclusive: FBI probes pre-Capitol riot meeting of far-right groups

•   Reuters: With elections looming, France reins in open EU trade policy

•   Reuters: EU regulator reviews extending Pfizer COVID booster for kids aged 12-15

•   Reuters: Semiconductor chip supply to normalize in 2022, says Mexico's auto industry

•   Reuters: Analysis: Kremlin watchers detect signs Putin wants to defuse Ukraine crisis

•   Reuters: Analysis: Investors brace for more weakness in U.S. corporate debt

•   CNN: Here's one reason people hate this economy, despite low unemployment: A return of the misery index

•   CNBC: WHO says new omicron BA.2 subvariant will rise globally, but scientists don’t know if it can reinfect people

※   WHO official Maria Van Kerkhove said the omicron subvariant BA.2 is more transmissible than BA.1, currently the dominant version of omicron worldwide, and will likely become more common.

•   CNBC: Russia and China show solidarity, but their interests are not all the same

•   MarketWatch: Wage earners are ‘going to fall behind’: Ex-Fed insider warns of ‘difficult few years’ due to inflation

•   SCMP: China-US trade faces new threats in 2022, with no new deal in sight

•   SCMP: RCEP: why benefits from the world’s largest trade pact may not be as clear-cut as they seem

•   SCMP: Delayed employment among graduates has ‘far-reaching’ implications for China

•   Nikkei Asia: Tokyo and 12 prefectures ask to extend elevated COVID measures

•   Nikkei Asia: Toshiba sweetens breakup plan with higher returns, lower costs

•   Construction Equipment: Expect Strong Demand for Construction Materials: FMI

•   DIGITIMES: Infineon aims to ramp up in-house production in 2022

•   Hannover Messe News: Sustainable batteries in e-mobility

•   Robotics & Automation News: New ABB study on industrial transformation unveils ‘critical relationship between digitalization and sustainability’

•   Robotics & Automation News: Worldwide silicon wafer shipments and revenue ‘set new records in 2021’

•   매경(P1): "결국 정든 마포 떠났죠"…영끌해도 외곽 밀려나는 서울 시민들

•   매경: 조금이라도 싼 외곽으로… 서울시민, 노원·은평구로 이사 쏠렸다

•   매경: "돌아올 수 있을까"…문정부 5년, 한해 서울시민 40만명씩 경기 인천으로

•   매경: 고달픈 세입자…서울 아파트 전세가 상승률 '매매' 앞질러

•   매경: '추경 증액 반대' 홍남기 뚝심 지킬까…"국제 신용평가사, 한국 재무증가 속도 우려"

•   매경: 현경硏 "유가 100달러땐 韓성장률 0.3%P 하락"

•   한경(P1): CJ ENM 기업분할 '멈춤'…주가 하락에 개미들만 피멍

•   한경: 역대급 배당하고 CEO 다짐 받고…주주 달래기 총력

•   한경: 대선주자도 물적분할에 칼 뺐다…CJ 이어 KT·네이버 '속도조절'

•   한경: '수소차 양강' 현대차 넥쏘 vs 도요타 미라이 진검승부

•   한경: 美, EU 이어 日과 철강관세 타결…한국기업 직격탄 우려

•   한경: 인탑스, 수소에너지 발전 사업 추진

•   한경: SMR로 '탄소중립' 이끄는 창원

•   한경: 세계 전기차 판매 2배 급증…대중화 시작됐다

•   서경(P1): 규제에 짓눌린 기업가정신…'반도체·배터리' 다음이 없다

•   서경: 리투아니아에도 뒤진 기업가정신…이대론 제2 '이병철·정주영 신화' 요원

•   서경: 인텔·TSMC, 파운드리에 수십조 투입…전기차 배터리·OLED는 中 파상공세

•   서경: [단독] SK, 中 1위 동박업체 투자로 1조 대박

•   서경: 서울 '보증금 1억=월세 40만원' 시대

•   조선(P1): 이재명 추경 증액·방역완화 요구, 靑은 반대

•   조선(P1): 원전 15기 규모 신재생, 발전량은 원전 2기 수준

•   조선: 전력 남아돌자… 제주도, 작년 풍력발전기 64번 껐다

•   조선: 기상악화로 풍력 줄자 獨, 석탄발전 다시 가동… 전력위기 겨우 모면

•   조선: “여수 앞바다에 풍력발전기 300개… 어업 씨 말릴것”

•   조선: 전문가들 “오미크론은 계절독감 아니다, 중증화율 2배 높아”

•   조선: 명암 엇갈린 대선 테마주··· 수소는 ‘흐림’, 원전은 ‘맑음’

•   조선: 정지택, KBO총재 사퇴... 작년 리그 중단 결정 때문인 듯

•   조선비즈: 尹, 2030 탄소 감축 목표 재검토 시사...“과학·산업계와 논의 거쳐야”

•   조선비즈: 포스코·현대제철, 車 강판값 인상·조선 후판값 동결 전략

•   조선비즈: 기업 81%, 올해 ESG 사업 더 키운다… 전문인력 확보 급선무

•   조선비즈: 물가 치솟는데 올해 소비 살아날까…전문가도 설왕설래

•   조선비즈: ‘리터당 1800원 돌파’ 앞둔 국내 휘발유값…산업부 “유류세 인하 연장 협의”

•   조선비즈: 삼성전자, 작년 반도체 시설투자 43.6조 전 세계 1위

•   조선비즈: 무역협회 “EU, 통상위협 보복법안 추진… 韓기업도 대비해야”

•   조선비즈: KB증권 “현 증시 2018년과 유사…장단기 금리 역전 가능성 우려”

•   중앙: ‘비정규직 0’ 영향? 공기업 신규채용 2년새 47% 줄었다

•   동아(P1): 오늘 신규 확진자 5만명대 중반 폭증

•   동아: ‘셀프치료’ 내일 시작인데… 지자체들 “상담센터 아직 준비중” 혼란

•   동아: [단독]靑, 새 한은 총재 인선 착수… 대선 당선인과 협의후 지명할 듯

※   이승헌 이창용 하준경 김소영 물망

•   한국: 석탄과 함께 일자리 2만~3만개 사라진다... 곧 닥칠 '일자리 쓰나미'

•   국민: 탈원전 지운 이재명·윤석열, 핵폐기물 처리 해법은 ‘깜깜’

•   서울: 4대 그룹 역대급 돈보따리에… 美 의회 ‘한국 동반자법’ 화답

•   세계: “2월 말 환율 1210원까지 상승 전망”

•   세계: 쌓이는 제조업 재고… 8년9개월來 최대

※   한국은행: 최근 공급차질 및 감염병 상황이 제조업 재고에 미친 영향

•   한겨레(P1): 하락하는 수도권 아파트 전셋값…2년여 만에 안정세 되찾나

•   경향: 이사회의 잇단 반란…이제 경영진에 할 말은 한다?

•   머니투데이(P1): "월세가 좋다"는 은마 세입자, 왜?..월세 150만원<이자 167만원

•   머니투데이(P1): 현대차가 '수입차 무덤' 日에 재진출 하는 이유…"전기차·온라인으로 승부"

•   머니투데이: 4년 후, 수소로 밥 짓고 보일러 돌린다…도시가스 배관에 섞어 공급

※   산업부: 산업부, 도시가스에 수소혼입 실증 본격 추진

•   머니투데이: 중소기업 기술 뺏은 대기업 '3배 징벌적 손해배상' 매긴다

•   헤럴드경제(P1): 코로나 ‘믿을맨’ 제조업, 정작 대접은 찬밥

•   파이낸셜뉴스: '떼쓰는' 삼성노조에 악화된 여론.. 내부서도 "억지 명분, 도 넘었다"

•   파이낸셜뉴스: TV용 LCD 패널 가격 반토막… 업계 OLED로 전환 가속

•   아시아경제(P1): 어렵게 들여온 '먹는 치료제' 안 쓰나 못 쓰나

•   이데일리: 치솟는 금리에 고민 깊은 PEF…돈 조달·투자회수 제동

•   이데일리: 전세계 주요기업 4000곳…올 1분기 순익 8% 증가 그칠듯

•   이데일리: [르포]동대문 상가, 코로나에 1만여 점포 줄폐업.."패션의 성지는 옛말"

•   연합: "해외 진출 기업, 국내 '유턴'하면 일자리 8만6천개 창출"

•   연합: '16년 연속 3위' SK, 현대차 제치고 대기업집단 2위에 올라

•   연합: 북, 중국 이어 러시아와도 교역재개 징후…잇단 고위급 접촉

•   연합: "북 신포조선소서 비정상적 활동…수리 또는 기만활동"

•   연합: 성남지청, 분당경찰서에 '성남FC 의혹' 보완 수사 요구

•   뉴시스: 두산중공업, 유상증자 신주 발행가 1만3850원 확정

•   아주경제: 두산퓨얼셀, 지난해 영업이익 180억원···전년比 30.9% 줄어

•   e대한경제: 산업계, 오미크론 확산세 ‘긴장’…생산ㆍ영업 차질 우려

•   더구루: 한수원·웨스팅하우스 체코서 세 불린다…프랑스 EDF도 사무소 신설

•   에너지경제: "재생E 가격 더 오른다…보급 속도 둔화·의무 구매 확대 등 영향"

•   전자신문(P1): 전력도매가격, 9년만에 kWh당 200원 돌파

•   전자신문(P1): [ET뷰]현대차그룹 자체OS, 모든 차량으로 확대

•   전자신문: [스페셜리포트]'자동차OS 전쟁' 자체 개발로 외부 의존도 낮춘다

•   전자신문: [스페셜리포트]자동차 OS 춘추전국 시대, 공용 앱마켓 나오나

•   전자신문: [中企의 호소]탄소중립발 산업 재편에 속수무책 중소기업

•   물류신문: 쿠팡, 물류센터 업무자동화에 로봇 도입 본격화

[Opinions]

•   Project Syndicate(Jim O’Neill): China's Big Picture

•   Project Syndicate(Helmut K. Anheier): What Kind of Ally Is Germany?

•   Project Syndicate(Jeffrey D. Sachs): How to Protect Ukraine's Sovereignty

•   FT(Editorial Board): Euro bond markets risk getting carried away

•   FT(Martin Wolf): Economic sorrows come in battalions

•   FT(Robert Armstrong): The message from rising real rates

•   FT(Benjamin Parkin): India scales back corporate overhaul plans

•   FT(Kathrin Hille): Beijing’s mixing of geopolitics and the Olympics comes at a cost

•   WSJ(Editorial Board): California’s Solar-Power Welfare State

•   WSJ(William A. Galston): The New Axis of Autocracy

•   NYT(Paul Krugman): What to Do With Our Pandemic Anger

•   NYT(Paul Krugman): When Do We Need New Economic Theories?

•   NYT(Ezra Klein): What the Heck Is Going on With the U.S. Economy?

•   NYT(Anna Sauerbrey): Europe Is on the Brink of War, and Germany Is Nowhere to Be Seen

•   NYT(Robert J. Shiller): Inflation Is Not a Simple Story About Greedy Corporations

•   WP(Marc A. Thiessen): If Putin is allowed to invade Ukraine, America’s credibility would lie in tatters

•   WP(Leana S. Wen): In this next phase of the pandemic, beware of the extremes

•   Bloomberg(Andy Mukherjee): Central Banks Approach CBDCs With Caution. India's Is Rushing Into It.

•   Bloomberg(Aaron Brown): High U.S. Inflation Shows Flaw of Modern Monetary Theory

•   Bloomberg(Nir Kaissar): Are Corporate Profits the Key to Weathering a Stock Slide?

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