Business Intelligence Monitor 220210

(Introduction)

[Markets]

•   Global: Global stocks rise on strong earnings, tech sector strength

※   U.S. stocks rally on tech sector gains

※   European shares gain on strong earnings

※   Benchmark 10-year U.S. treasury yield slips from multi-year highs

•   Metals: Supply fears push aluminium to 13-1/2 year highs

•   Iron ore: Iron Ore Sinks After China Warns Over False Price Information

•   Grains: Soy, corn futures set eight-month highs on South America crop concerns

•   Lumber: Lumber Surges Anew as Supplies Shrink Ahead of Building Season

•   한국: 코스피 0.81% 올라 2,760선 회복…외인·기관 동반 순매수

•   한국: "왕의 귀환"…삼성전자 하이닉스, 코스피 멱살잡고 끌어올린다

•   한국: 44개월來 최고지만…"국채금리 더 오른다"

[Indicators]

•   US Dec. Wholesale inventoriesStrong U.S. wholesale inventories point to upward fourth quarter GDP growth revision

•   US Weekly Mortgage rates·applications: Homebuyer demand for mortgages drops 10%

•   Germany Dec. Balance of trade: German exports jump unexpectedly despite supply shortages

•   Japan Dec. GDP: Japan December GDP grew 0.1% from November, as Q4 seen up 7.1%

•   Brazil Jan. CPI: Brazil Inflation Hits Forecast in Breather for Central Bank

•   Russia Jan. CPI: Russia Inflation Hits 6-Year High, Adds Rate-Hike Pressure

•   한국 4분기 및 연간 제조업 국내공급동향: 제조업 국내공급 4년만에 늘었다

•   한국 주간 뉴스 심리지수: 뉴스로 경제 상황 읽는다···한은 ‘뉴스심리지수’ 2월 첫째주 98.7

[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 Approves Pentagon Plan to Help Americans Fleeing Ukraine if Russia Invades

※   U.S. troops will set up checkpoints and tent camps inside Poland’s border to help Americans who leave Ukraine

•   WSJ: Russia Thrived as It Integrated With the West—a New Cold War Is Unraveling That

•   WSJ: In Russia and Ukraine Talks, European Leaders Seek Central Role in Continent’s Fate

•   WSJ: U.S., Allies Fight Information War With Russia to Deter Ukraine Invasion

•   WSJ: With Big Russian Interests, German Firms Look to Putin for Ukraine De-Escalation

•   WSJ: SEC Proposes Broad Disclosure Rules for Private Investment Funds

•   WSJ: Don’t Expect Rising Interest Rates to Boost Your Savings Account

•   WSJ: Toyota, Honda Strike Pessimistic Note About 2022 Car Supply

•   WSJ: Toyota’s Real Challenge Is EVs, Not Chips

•   WSJ: Shipping Firm Maersk Expects Supply-Chain Snarls to Ease This Year

•   NYT: The Biden administration remains cautious about easing masking and other Covid safety measures.

•   NYT: The Next Vaccine Debate: Immunize Young Children Now, or Wait?

•   NYT: House Passes Short-Term Spending Bill, Punting Again on a Deal

•   NYT: In Ukraine Crisis, Putin Faces a Stark Choice

•   NYT: Germany Has a New Climate Envoy: an American Greenpeace Activist

•   NYT: The Real Reason America Doesn’t Have Enough Truck Drivers

•   WP: World marks 500,000 covid deaths since omicron, while Fauci says U.S. is exiting ‘full-blown’ pandemic

※   About 100,000 of the deaths since omicron was declared a “variant of concern” occurred in the United States

•   WP: What to know about inflation: Rising prices hit in U.S., around the world

•   WP: Brexit has piled up costs and paperwork for U.K. companies, report says

•   WP: Emerging markets signal end to aggressive rate-raising cycles

•   FT: US warns that Russia still ramping up military activity near Ukraine

※   Pentagon says Moscow deploying ‘additional capabilities’ despite diplomatic efforts by France

•   FT: Japan to divert energy supplies to Europe in solidarity over Ukraine

•   FT: ECB policy tightening raises risks of ‘financial accident’

•   FT: Pandemic hit EU’s poorest regions hardest, report finds

•   FT: Bundesbank’s Joachim Nagel calls on Europe to tighten financial belt

•   FT: How could sanctions against Russia hit European economies?

•   FT: EU recovery fund gives Spain ‘once in a lifetime’ chance to fight climate change

•   FT: Brussels launches first post-Brexit court case against UK

•   FT: Bank of England chief economist warns against ‘aggressive’ approach to rate rises

•   FT: Boris Johnson weighs early end to Covid self-isolation rule in England

•   FT: UK to emphasise ‘deterrence’ message in Moscow after Macron’s Kremlin visit

•   FT: Channel ports could ‘grind to a halt’ over Brexit border checks

•   FT: ‘Full blown’ pandemic phase nearly over in US, declares Fauci

•   FT: U to provide €125mn to help Covid vaccine distribution in Africa

•   FT: India’s economic distress threatens BJP’s dominance in state elections

•   FT: Brazil’s battle against Covid quack remedies

•   FT: European scientists in ‘landmark’ nuclear fusion breakthrough

•   Bloomberg: WHO Asks Richer Countries to Pay $16 Billion for Pandemic Plan

•   Bloomberg: U.S. Will Make China Account for Trade-Deal Miss, Raimondo Says

•   Bloomberg: Boston Fed Taps Economist Susan Collins as Chief, ‘22 FOMC Voter

※   Collins becomes first Black woman to head a reserve bank

•   Bloomberg: Fed’s Mester Not Keen on Half-Point Hike; Bostic’s Options Open

•   Bloomberg: Hot Inflation Data Risk Pushing Fed Closer to a Super-Sized Hike

•   Bloomberg: CDC Studies Advice for Easing Mask Rules as States Drop Them

•   Bloomberg: L.A. Port Sees Chance to Ease Ship Backlog by Summer Peak

•   Bloomberg: Trucker Protests Will Only Worsen Supply-Chain Woes, Bank of Canada Says

•   Bloomberg: More ECB Officials Distrust Inflation Forecast Amid Hawkish Turn

•   Bloomberg: Goldman Sees Euro Boost as $3.3 Trillion Bond Exodus Reverses

•   Bloomberg: BOE’s Pill Calls For ‘Measured’ Approach to Rate Hikes

•   Bloomberg: Asia Deepens Regional Ties as Disruptions Roil Global Trade

•   Bloomberg: Iran’s Nuclear Progress Called ‘Sobering’ by U.S. Senators as Talks Resume

•   Bloomberg: Iran Unveils New Missile With Reported Region-wide Range

•   Bloomberg: India Headed for Steep Fuel Price Hike in March, Deloitte Says

•   Bloomberg: Brazil’s Rate Hike Campaign Chokes Economy in Warning to Fed

•   Bloomberg: IMF Chief Sees No Universal Central-Bank Digital Money Case

•   Bloomberg: Second Wave of Rate Hikes Key to Get Emerging Bonds Rallying

•   Bloomberg: Soaring Credit Risk May Be Canary in Coal Mine for Europe Assets

•   Bloomberg: How Much Lithium Will the World Need? It Depends Who You Ask

•   Bloomberg: Bosch Says Chip Crunch, Costs to Weigh on Carmakers Also in 2022

•   Bloomberg: Key Supplier of Wafers for Chips Has Sold Out Through 2026

•   Bloomberg: EVs, Hybrids Make Further Inroads in U.S. Vehicle Sales: Chart

•   Bloomberg: EU’s Liese Has Carbon Price Rule in Crosshairs as Costs Soar

•   Bloomberg: ESG Activists Seen Targeting Firms on Net-Zero Emissions Claims

•   Reuters: COVID cases surpass 400 million as Omicron grips world

※   The Omicron variant, which is dominating the surge around the world, accounts for almost all new cases reported daily.

•   Reuters: U.S. and Canada fear economic damage from border crossing protest

•   Reuters: Fed's Bowman: keeping 'open mind' on central bank digital currency

•   Reuters: U.S. solar producer asks Biden administration for new tariff probe

•   Reuters: New China tariff probe among options considered by Biden -U.S. Chamber

•   Reuters: England's COVID-19 prevalence edges higher - ONS

•   Reuters: Evergrande aims to deliver 600,000 apartments in 2022, says no fire sales

•   Reuters: Chinese funding of sub-Saharan African infrastructure dwarfs that of West, says think tank

•   Reuters: Brazil's Lula says he would tax rich more, change Petrobras fuel price policy

•   Reuters: Taiwan sees 'enormous' room for chip cooperation with EU

•   Reuters: Siemens Energy CEO declines to comment on potential wind unit buyout

•   Reuters: Foxconn to start $8 bln investment in Indonesia EV sector in Q3

•   Reuters: ASML CEO sees no near-term danger of chip glut

•   Reuters: Analysis: 'Panic'-stricken ECB struggles to regain control of markets

•   CNBC: January consumer inflation expected to rise by 7.2%, the highest since 1982

•   MarketWatch: Will Thursday’s inflation data kill the stock-market bounce? Here’s what investors want to see

•   Fox Business: White House braces for another brutal inflation report

•   SCMP: US-China trade war: Beijing’s ‘best efforts’ defended after failing to meet trade-deal terms

•   SCMP: Explainer | China GDP: with the ‘pressure on’, what do local economic targets say about the 2022 national outlook?

•   SCMP: China’s coronavirus lockdown to have ‘inevitable’ impact on aluminium output as zero-Covid policy impact spreads

•   SCMP: US-China trade war: Beijing’s ‘best efforts’ defended after failing to meet trade-deal terms

•   SCMP: US-China relations: no matter how bad it gets do not cut off contact, Chinese analyst urges

•   SCMP: Risk of Omicron spilling beyond Baise in southern China outbreak ‘high’

•   SCMP: China’s zero-Covid policy threatens global economic growth, says Bank of Japan policymaker

•   SCMP: Race to 6G: Chinese researchers declare data streaming record with whirling radio waves

•   Caixin: China’s Steel Industry Given Five More Years to Peak Carbon Emissions

•   Caixin: Analysis: China’s Holiday Spending Doesn’t Bode Well for 2022

•   Nikkei Asia: Global commodity prices soar 50%, fastest pace in 27 years

•   Nikkei Asia: Japan to extend heightened COVID measures for Tokyo and elsewhere

•   Nikkei Asia: Renesas sees 'solid growth' in 2022, led by automotive chips

•   Nikkei Asia: Japan Inc. draws up contingency plans as Ukraine tensions rise

•   Nikkei Asia: Analysis: Russia deal gives Xi safety net for potential Taiwan action

•   Japan Times: Why Japan's wages aren't rising

•   Economic Times: India received $339.55 billion FDI in last 5 years

•   DIGITIMES: DRAM chipmakers upbeat about demand for servers, data centers

•   DIGITIMES: Notebook ODMs see logistics disruptions more challenging than chip shortage

•   Robot Report: New tactile sensor helps robots handle delicate objects

•   매경(P1): 국민연금 대표소송 이관…대선 이후로 '일단 보류'

•   매경: 삼성전자, 5개월 만에 대면회의 중단

•   매경: "이러니 일 잘하는 직원 다 떠나지"…성과급에 뿔난 사연은

•   매경: "MZ세대, 연공서열 기반 보상 납득 못해…성과급 체계 수술해야"

•   매경: 40대 구광모의 뚝심…LG그룹 DNA, 뿌리부터 바꿨다

•   매경: "정부규제 혁신해야 경제 회복"

•   매경: 연료전지로 전기차 충전…SK가 바꾼 주유소

•   매경: "美·英·佛 도입한 복수의결권 한국만 없다"

•   매경: [단독] 투기재발 우려에…소규모 재개발도 조합 결성후엔 집 못판다

•   매경: [Hello CEO] 탄소제로로 가는 징검다리 '가스발전'…급부상하는 수소 경제와도 찰떡 궁합

•   매경: [Industry Review] 1년 후 'EU 택소노미' 시행…탄소없는 세상 준비됐습니까?

•   매경: [Industry Review] '혁신 DNA' 갖춘 한국 기업…배터리 강국 기틀 만들다

•   한경(P1): 기업 자금조달 금리 1년새 3배 뛰었다…삼성·롯데도 '초비상'

•   한경: 건설사, 중대재해법에 집값 고점론까지 "연초 자금조달 차질…재무전략 수정"

•   한경: 채권 투자자 '비명'…우량채 손절물량 쏟아져

•   한경(P1): 한국 경제학계의 경고…"스태그플레이션이 온다"

•   한경(P1): 운전기사 없이 자율주행…'로보택시' 내달 강남 달린다

•   한경: 로보택시 남은 숙제는 노선·구역 대폭 확대…'AI 운전자 지위' 규정

•   한경: G2 '기술패권 전쟁'…美 구글은 시범 서비스, 中 바이두는 상업주행

•   한경: "정부 실업수당·보조금 늘면 장기적으로 불평등 더 심화"

•   한경: "한은, 내년까지 기준금리 年 2%로 올릴 것"

※   KDI: KDI 경제동향 2022. 2

•   한경: "수소·우주항공·가스터빈 선점"…경남, 소재부품 신사업 키운다

•   서경(P1): KDI의 경고 "적자국채發 은행 부도 위험"

•   서경: "기축통화국 아닌데 민간 빚도 많아…韓 국채위기 가능성 크다"

•   서경(P1): [갤럭시S22 언팩] 노트 품은 갤S22…"역대급 모바일 기준 세운다"

•   서경: 기본대출·이자 제한… '묻지마 금융공약'에 떠는 은행권

•   서경: 中에 발목잡힌 태양광…패널용 유리도 전량 수입의존

•   서경: '신의직장' 한은에 무슨 일이…연초부터 2030 직원 줄퇴사

•   서경: 연료비 치솟는데 요금 동결…한전 1월 '2兆+α' 손실

•   서경: [단독]한수원, 소형원전 개발 첫발 뗀다

•   서경: EU, 통상위협 대응 보복법안 추진…"韓, 수출기업 선제적 대응 필요"

•   조선(P1): 오늘부터 셀프 방역… 저소득층 더 서럽다

•   조선: 일일 확진 5만명 넘으면… 중증환자도 일반병동 입원

•   조선: 서울 재택치료 환자는 3만6000명, 상담센터 의사는 2명뿐

•   조선: 자가진단키트 곳곳 품절… 정부 “60세 미만 무상지급 검토”

•   조선: [단독] 원자력안전재단 이사장에 ‘탈원전’ 김제남 前 청와대 수석

•   조선: 태양광 글로벌 호황에도… 한국은 수출 21% 줄었다

•   조선: 5년 허송세월한 폐연료봉 처리 문제

•   조선: 신재생 에너지 핵심장치 ‘ESS’ 애물단지로

•   조선: 시민 1015명 “탈원전으로 전기료 올라” 文 상대 손배소

•   조선: [최원석 전문기자의 Special Report] 미디어텍, 퀄컴 꺾고 ‘스마트폰 두뇌’ 장악 … “소프트웨어까지 통합 개발”

•   조선: 로봇 꿀벌, 공중에서 360도 방향 전환 성공

•   조선: 모터 대신 근육 날개 달고 난다… 이 잠자리 로봇, 무슨 원리?

•   조선비즈: [코로나 100만 시대]④ “엔데믹은 아직 시기상조… 4월은 돼야 검토 가능”

•   조선비즈: 文대통령 극찬한 새만금 수상 태양광 사업, 3년째 제자리

•   인베스트조선: 거래 둔화 심상찮은 부동산 시장…증권사PF 실적도 위축 우려

•   중앙: 치솟는 시중금리에…채권형 펀드서 반년 새 4조원 이탈

•   중앙: 예상 웃도는 호실적인데 반도체 주가 줄줄이 폭락 왜

•   동아: 확 오른 대출금리, 시장금리 비슷했던 2, 3년 전보다 1%P 높아

•   동아: 삼성전자 노사協 근로자측 “올해 임금 16% 올려달라”

•   동아: 美-EU, 반도체 패권경쟁에 사활… 공급확보에 수십조원 쏟아붓기

•   국민(P1): 2인 한끼 장 보니 4만원… 한숨 푹푹 나오는 진짜 물가

•   서울: 집값 오르면 은퇴 빨라져… 年 10% 오를 때 근로 1시간 감소

•   세계(P1): 중대재해법 개정안 처벌 일색 효과 의문…대책 없는 중견·중기 공포감만

•   세계: 기재부, 반도체·배터리·백신 시설 세제 지원

※   기재부: 21년 세법개정 후속 시행규칙 개정안

•   머니투데이(P1): '스텔스 확진' 합치면 이미 하루 확진 20만명 넘었을수도…

•   머니투데이: "벌써 5만명"...오미크론 쓰나미, 경기+물가 '이중고' 몰고온다

•   머니투데이(P1): 우크라이나 위기에 불붙은 에너지값...역대급 무역적자 '비상'

•   머니투데이: "추경 40조까진 안돼"…총리 OK에도 홍남기가 버티는 이유 셋

•   머니투데이: [단독]협동로봇 이중인증 족쇄 푼다…"中企 스마트화 확산 기대"

※   "중대해재처벌법 등으로 안전의식이 강화된 만큼 사업주가 별도로 안전인증을 받을 수 있도록 인증제도 자체는 유지할 것"

•   파이낸셜뉴스(P1): "셧다운만은 막자" 기업들 '자체방역 빗장' [코로나 확진 5만명 육박]

•   파이낸셜뉴스(P1): 표적 된 분할상장·먹튀... 3월 주총 앞두고 '전운' [주주행동주의 본격화]

•   아시아경제: 외줄타는 韓 기업…해외 돌발 변수에 숨죽인 재계

•   디지털타임스: EU, 반도체 공급망에 59조 동원… 고민 깊어진 K-반도체

•   이데일리(P1): 'K방역' 사라졌는데 여전히 'QR 인증' 왜?…방역패스 확인용 전환할 듯

•   연합: 오후 9시까지 4만8천437명 확진…확진자 폭증에 이미 5만명 육박

•   연합: 두산밥캣 작년 영업이익 5천953억원, 51%↑…사상 최대 실적

•   연합: 전경련 "한국 기업 M&A 건수, G5 국가 평균의 41%에 불과"

•   연합: 최근 10년간 제조업 일자리 순증가율 둔화…'고용부진 장기화'

•   연합: 연말정산이 끝이 아니다…직장인 4월엔 건보료 정산

•   더구루: 체코 총리 "두코바니 원전 입찰 곧 개시"

•   에너지경제: 그린피스, 대선 후보 4인 '기후 위기 대응 정책' 평가서 발표

•   에너지경제: 文정부, 탄소중립한다데…작년 12월 화력발전 거래금액, 원전의 6배로 늘어

•   에너지경제: 태양광, 신재생E 인증서 발급량 비중 첫 절반 넘었다…연료전지↑ 풍력↓

•   전자신문: GVC 분석센터' 출범…세계 공급망 이슈 심층 분석

•   전자신문: [세미콘코리아 2022]소부장 기업 '첨단 기술로 신시장 연다'

•   전자신문: [세미콘 코리아2022]삼성 "시스템 반도체에도 3D 적층기술 도입될 것"

•   전자신문: [세미콘코리아 2022]"올해 반도체 장비 12% 성장...인력 부족 예상

•   전자신문: 두산퓨얼셀, '트라이젠 연료전지' 실증 돌입

•   ZDNet Korea: K-배터리 지난해 선방했지만…中CATL과 격차 심화

•   로봇신문: 中 협동로봇 전문기업 '로케', 800억원 투자 유치

[Opinions]

•   Project Syndicate(Ruben Maximiano): Make Capitalism Competitive Again

•   Project Syndicate(Dani Rodrik): Reviving Appropriate Technology

•   FT(Editorial Board): Beware comparing Ukraine with Finland

•   FT(Peggy Hollinger): The French state should reform its own bad habits when it comes to EDF

•   WSJ(Holman W. Jenkins, Jr.): Joe Biden, a President for the New Cold War

•   WSJ(Karl Rove): Will the GOP 2023 Agenda Arrive in 2022?

•   WSJ(Harvey Risch): Time to End the Covid Emergency

•   WSJ(Ben Brubeck): Infrastructure Law Becomes a Biden Union Giveaway

•   NYT(Jay K. Varma): When Do Masks Come Off? The Hard Truth About Lifting Covid Restrictions

•   WP(Henry Olsen): Can Biden turn things around? Maybe not.

•   WP(Charles Lane): The U.S. is losing more people than other nations to covid-19. It’s time for honest talk about why.

•   Bloomberg(Mark Gongloff): The Housing Bubble May Be About to Burst

•   Bloomberg(Conor Sen): High Car Prices Will Be a Lasting Feature of Inflation

•   Bloomberg(Robert Burgess): 10-Year Treasury Demand Defies a Sliding Bond Market

•   Bloomberg(Gary Shilling): The Housing Party Is Starting to Wind Down

•   MarketWatch(Peter Morici): The Fed should manage the yield curve to put out the inflationary fire

•   Fox News(Rebecca Grant): Biden's 6 instant decisions if Russia invades Ukraine

•   Reuters(Mike Dolan): Has COVID finally killed inflation targeting?

•   매경(사설): 해양풍력 난개발 오죽하면 어선 600척 시위 나서겠나

•   서경(사설): 탈원전 이념에 매달려 농어민 터전마저 빼앗을 건가